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HomeMy WebLinkAboutFY 2024 Annual Comprehensive Financial ReportAnnual Comprehensive Financial Report FOR THE FISCAL YEAR ENDED JUNE 30, 2024 DESCHUTES COUNTY, OREGON This page is intentionally left blank.  Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -1- DESCHUTES COUNTY, OREGON 1300 NW Wall Street, Suite 200 Bend, Oregon 97703 https://www.deschutes.org ANNUAL COMPREHENSIVE FINANCIAL REPORT For the Fiscal Year Ended June 30, 2024 Prepared by: Deschutes County Finance Department Robert Tintle, MPA Chief Financial Officer Jana Cain, CPA Controller -2- -3- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 INTRODUCTORY SECTION Letter of Transmittal...................................................................................................................................................... 11 Organizational Chart ................................................................................................................................................. 19 Listing of Principal Officials ...................................................................................................................................... 22 GFOA Certificate of Achievement ................................................................................................................................ 24 FINANCIAL SECTION Report of Independent Auditors ..................................................................................................................................... 27 Management’s Discussion and Analysis ..................................................................................................................... 32 Basic Financial Statements Government-Wide Financial Statements Statement of Net Position .................................................................................................................................... 49 Statement of Activities .......................................................................................................................................... 52 Fund Financial Statements: Governmental Funds Balance Sheet ........................................................................................................................................................ 53 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position ................... 56 Statement of Revenues, Expenditures, and Changes in Fund Balances ....................................................... 57 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities .................................................................................... 60 Fund Financial Statements: Proprietary Funds Statement of Net Position .................................................................................................................................... 61 Statement of Revenues, Expenses, and Changes in Net Position .................................................................. 63 Statement of Cash Flows ...................................................................................................................................... 64 Fund Financial Statements: Fiduciary Funds Statement of Fiduciary Net Position ................................................................................................................... 65 Statement of Changes in Fiduciary Net Position .............................................................................................. 66 Notes to Financial Statements ................................................................................................................................. 67 Required Supplementary Information Schedule of the Proportionate Share of the Net Pension Liability (Asset)......................................................... 123 Schedule of Net Pension Liability (Asset) Employer Contributions .................................................................... 125 Schedule of Changes in the County’s Total OPEB Liability .................................................................................. 127 Schedule of the Proportionate Share of the Net OPEB Liability (Asset) ............................................................. 128 Schedule of Net OPEB Liability (Asset) Employer Contributions ........................................................................ 129 -4- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 Required Supplementary Information (Continued) Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual General Fund ....................................................................................................................................................... 130 Sheriff’s Office...................................................................................................................................................... 131 Countywide Law Enforcement District ............................................................................................................. 132 Rural Law Enforcement District ........................................................................................................................ 133 Road ...................................................................................................................................................................... 134 Health Services .................................................................................................................................................... 135 American Rescue Plan Act ................................................................................................................................. 136 Notes to Required Supplementary Information .................................................................................................. 137 Other Supplementary Information Combining and Individual Fund Statements and Schedules – Major Funds Major Governmental Funds and Sub-Funds – General Fund Combining Balance Sheet General Fund and Sub-Funds of General Fund ...................................................................................... 141 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances General Fund and Sub-Funds of General Fund ...................................................................................... 143 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual Economic Development (Sub-Fund of General Fund) ........................................................................... 145 Court Technology Reserve (Sub-Fund of General Fund) ....................................................................... 146 Assessor, Clerk and Tax Reserve (Sub-Fund of General Fund) ............................................................. 147 Project Development (Sub-Fund of General Fund) ................................................................................ 148 General County Projects (Sub-Fund of General Fund) .......................................................................... 149 General County Reserve (Sub-Fund of General Fund). ......................................................................... 150 Community Justice – Juvenile (Sub-Fund of General Fund) .................................................................. 151 Code Abatement (Sub-Fund of General Fund) ....................................................................................... 152 Vehicle Maintenance and Replacement (Sub-Fund of General Fund) ................................................. 153 Major Governmental Funds - Capital Project Funds Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual Road Capital Improvement Plan ............................................................................................................. 155 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual Campus Improvement ............................................................................................................................. 156 Major and Non-Major Proprietary Funds - Enterprise Funds Schedule of Revenues, Expenditures, and Changes in Net Position – Budget and Actual Solid Waste ................................................................................................................................................ 159 Fair and Expo Center ................................................................................................................................ 160 RV Park ....................................................................................................................................................... 161 RV Park Reserve (Sub-Fund of RV Park) ................................................................................................. 162 -5- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 Other Supplementary Information (Continued) Combining and Individual Fund Statements and Schedules – Nonmajor Funds Nonmajor Governmental Funds Combining Balance Sheet ................................................................................................................................ 165 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances ............................... 166 Nonmajor Special Revenue Funds Combining Balance Sheet ................................................................................................................................ 167 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances ............................... 173 Schedule of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual Justice Court ................................................................................................................................................ 181 Park Acquisition and Development.......................................................................................................... 182 Park Development Fees ............................................................................................................................. 183 County School ............................................................................................................................................. 184 Special Transportation ............................................................................................................................... 185 Taylor Grazing ............................................................................................................................................. 186 Transient Room Tax ................................................................................................................................... 187 Video Lottery ............................................................................................................................................... 188 Transient Room Tax – 1% .......................................................................................................................... 189 Foreclosed Land Sales ............................................................................................................................... 190 Victims’ Assistance. ..................................................................................................................................... 191 Law Library .................................................................................................................................................. 192 County Clerk Records ................................................................................................................................. 193 Court Facilities ............................................................................................................................................. 194 Deschutes County Communication System Reserve ............................................................................. 195 Community Development ........................................................................................................................ 196 CDD Groundwater Partnership ................................................................................................................ 197 Newberry Neighborhood .......................................................................................................................... 198 GIS Dedicated .............................................................................................................................................. 199 Natural Resource Protection ..................................................................................................................... 200 Federal Forest Title III ................................................................................................................................. 201 Surveyor ....................................................................................................................................................... 202 Public Land Corner Preservation .............................................................................................................. 203 Countywide Transportation SDC Improvement Fee .............................................................................. 204 Dog Control ................................................................................................................................................. 205 Adult Parole and Probation ....................................................................................................................... 206 Statewide Transportation Improvement ................................................................................................. 207 PERS Reserve ............................................................................................................................................... 208 Joint Houselessness Task Force ................................................................................................................ 209 Deschutes County 9-1-1 County Service District .................................................................................... 210 Extension and 4-H Service District ........................................................................................................... 211 Deschutes County Road Agency ............................................................................................................... 212 -6- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 Other Supplementary Information (Continued) Combining and Individual Fund Statements and Schedules – Nonmajor Funds (Continued) Nonmajor Debt Service Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual Full Faith and Credit Debt Service .......................................................................................................... 213 Internal Service Funds Combining Statement of Net Position ............................................................................................................ 215 Combining Statement of Revenues, Expenses, and Changes in Fund Net Position ................................ 217 Combining Statement of Cash Flows .............................................................................................................. 219 Schedule of Revenues, Expenses, and Changes in Net Position – Budget and Actual Facilities ....................................................................................................................................................... 221 Administrative Services.............................................................................................................................. 222 Board of County Commissioners ............................................................................................................. 223 Finance ......................................................................................................................................................... 224 Finance Reserve .......................................................................................................................................... 225 Legal ............................................................................................................................................................. 226 Human Resources ...................................................................................................................................... 227 Information Technology ............................................................................................................................ 228 Information Technology Reserve ............................................................................................................. 229 Insurance ..................................................................................................................................................... 230 Health Benefits ........................................................................................................................................... 231 Fiduciary Funds Combining Statement of Fiduciary Net Position ........................................................................................... 233 Combining Statement of Changes in Fiduciary Net Position ...................................................................... 234 Other Financial Schedules Schedule of Property Tax Transactions – All County Taxes ......................................................................... 237 Schedule of Long-Term Debt Principal Transactions ................................................................................... 238 Schedule of Long-Term Debt Interest Transactions .................................................................................... 239 Schedule of Future Debt Service Requirements of Pension Obligation Bonds ........................................ 240 Schedule of Future Debt Service Requirements of Full Faith and Credit Bonds and Direct Borrowings – Governmental Activities ...................................................................................................... 241 Schedule of Future Debt Service Requirements of Full Faith and Credit Bonds and Direct Borrowings – Business-Type Activities ...................................................................................................... 242 -7- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 STATISTICAL SECTION Statistical Section Contents ............................................................................................................................... 246 Financial Trends Net Position by Component – Last Ten Fiscal Years ...................................................................................... 247 Changes in Net Position – Last Ten Fiscal Years ............................................................................................. 249 Fund Balances - Governmental Funds – Last Ten Fiscal Years ..................................................................... 253 Changes in Fund Balances - Governmental Funds – Last Ten Fiscal Years ................................................. 255 Revenue Capacity Assessed Value and Estimated Actual Value of Taxable Property – Last Ten Fiscal Years ........................ 257 Direct and Overlapping Property Tax Rates – Last Ten Fiscal Years ............................................................ 259 Principal Property Taxpayers – Current Fiscal Year and Nine Years Ago .................................................... 261 Property Taxes Levies and Collections – Last Ten Fiscal Years .................................................................... 262 Debt Capacity Ratios of Outstanding Debt by Type – Last Ten Fiscal Years ....................................................................... 263 Ratios of General Bonded Debt Outstanding – Last Ten Fiscal Years ........................................................ 265 Direct and Overlapping Governmental Activities Debt ................................................................................. 267 Legal Debt Margin Information – Last Ten Fiscal Years ................................................................................ 268 Demographic and Economic Information Demographic and Economic Statistics – Last Ten Calendar Years ............................................................. 271 Principal Employers – Current Year and Nine Years Ago ............................................................................. 272 Operating Information Full-Time Equivalent County Government Employees by Function/Program – Last Ten Fiscal Years ..................................................................................................................................... 274 Operating Indicators by Function/Program – Last Ten Fiscal Years ........................................................... 275 Capital Asset Statistics by Function / Program – Last Ten Fiscal Years ...................................................... 277 -8- Deschutes County, Oregon Table of Contents For the Fiscal Year Ended June 30, 2024 AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS Audit Comments and Disclosures Required by State Regulations............................................................. 280 Report of Independent Auditors Required by Oregon State Regulations ................................................. 282 SINGLE AUDIT SECTION Report of Independent Auditors 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 ................................................................................................................... 288 Report of Independent Auditors on Compliance for Each Major Federal Program and Report on Internal Control Over Compliance as Required by the Uniform Guidance ......................................... 292 Schedule of Expenditures of Federal Awards ............................................................................................... 298 Notes to Schedule of Expenditures of Federal Awards ............................................................................... 302 Schedule of Findings and Questioned Costs ................................................................................................. 304 -9- Introductory Section For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -10- 1300 NW Wall Street, Bend, Oregon 97703 (541) 388-6565 Nick.lelack@deschutes.org www.deschutes.org COUNTY ADMINISTRATOR NICK LELACK December 4, 2024 To the Board of County Commissioners and Citizens of Deschutes County, Oregon: We are pleased to submit the Annual Comprehensive Financial Report of Deschutes County, Oregon (County) for the fiscal year ended June 30, 2024, together with the opinion of our independent certified public accountants, Moss Adams LLP. This report, required by Oregon Revised Statutes (ORS 297.425), is prepared by the Deschutes County Finance Department. This report is published to provide the Board of County Commissioners, citizens, County staff, and other readers with detailed information about the financial position and results of operations of the County, and to demonstrate fiscal and operational accountability in the use of County resources. Also included are Audit Comments and Disclosures required under the Minimum Standards for Audits of Oregon Municipal Corporations Section of the Oregon Administrative Rules (OAR). The report is prepared in conformance with the guidelines for financial reporting developed by the Government Finance Officers Association of the United States and Canada and the principles established by the Governmental Accounting Standards Board (GASB), including all effective GASB pronouncements. It presents fairly the financial position of the various funds of the County as of June 30, 2024, and the results of operations for the year then ended in conformity with accounting principles generally accepted in the United States of America (US GAAP). The report consists of management’s representations concerning the finances of the County. Consequently, management assumes full responsibility for the completeness and reliability of all information presented in this report. To provide a reasonable basis for making these representations, County management 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 the County’s financial statements. Because the cost of internal control should not outweigh its benefits, the County’s comprehensive framework of internal controls has been designed to provide reasonable 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. In addition, the County is required to have a comprehensive single audit of its Federal Assistance Programs in accordance with the Single Audit Act, Office of Management and Budget (OMB) Compliance Supplement and the provisions of Government Auditing Standards promulgated by the U.S. Comptroller General as they pertain to the financial and compliance audits. The report on the County’s compliance with applicable Federal laws and regulations related to the Single Audit Act, OMB Compliance Supplement is included with this report beginning on page 290. Accounting principles generally accepted in the United States of America require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management 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 independent auditors’ report. Profile of the County Deschutes County, formed in 1916, is in the heart of Central Oregon, between the towering Cascade Mountain Range to the west and the high desert plateau to the east, and is the outdoor recreation capital of Oregon. The county encompasses 3,055 square miles of scenic beauty, mild climate, diverse recreational opportunities, and a growing economy. From humble beginnings, Deschutes County now experiences the most rapid population growth of any county in Oregon. It has developed into a bustling, exciting destination where progress, growth and unique beauty intertwine. The County has three full-time commissioners, who are elected at-large to serve four-year terms. Daily administrative duties are overseen by an appointed County Administrator, while the Board of County Commissioners sets policy, adopts the annual budget, and passes ordinances in accordance with state law. The County provides a full range of services including sheriff’s patrol, investigative and correction services, construction and maintenance of roads and bridges, property assessment, tax collection, public and behavioral health services, land use planning, building permitting and inspections, prosecution of criminals, veterans services, justice court, parole and probation, election services, records maintenance, and operation of a landfill, a fair and expo center, and an RV park. 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 Countywide Law Enforcement District, Rural Law Enforcement District, Deschutes County 9-1-1, Deschutes County Extension and 4-H, and Deschutes County Road Agency are reported as special revenue funds of Deschutes County. The County utilizes a budget committee, consisting of the three elected commissioners and an equal number of citizens-at-large, to review and approve the proposed budget for each fiscal year. The annual budget serves as the foundation for Deschutes County’s financial planning and control. The appropriated budget is prepared and adopted for all County funds as required by Oregon Local Budget Law (ORS Chapters 294.305-294.565). The board order adopting the budget establishes appropriations for expenditures within each fund, which cannot legally be exceeded. 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 as part of the required supplementary information. All other funds are presented in a subsection of this report “Combining and Individual Fund Statements and Schedules”. Local Economy Deschutes County is the outdoor recreation capital of Oregon. With 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 is a bustling, exciting place where progress and growth are hallmarks. -12- Beginning in the early 1990s, Deschutes County experienced rapid population growth. This growth is believed to be largely due to the area’s invigorating climate and year-round recreation activities. According to the Portland State Population Research Center (Oregon Population Forecast Interpolation Program), the population was estimated to be 212,141, as of July 1, 2024, an increase of approximately 34% since 2010, and is projected to exceed 300,000 before 2050. Recreational activities include downhill and cross-country skiing, snowboarding, fishing, hunting, hiking, trail running, rock-climbing, road and mountain biking, mountain climbing, river floating, whitewater rafting and golfing. Deschutes County is the host of diverse annual events including the Bend Venture Conference, Sunriver Music Festival, Sisters Outdoor Quilt Show, Cascade Children’s Festival/Balloons over Bend, Sisters Rodeo, WinterFest and Bend Film Festival. Historically, Deschutes County was dominated by wood product manufacturing. However, the local economy has undergone significant changes in the last three decades. Now dominated by retail trade, healthcare and tourism, Deschutes County attracts visitors and consumers from neighboring counties and around the state. The top ten largest employers in Deschutes County are listed in the table below. Source: Economic Development for Central Oregon According to the State of Oregon Employment Department, Deschutes County’s unemployment rate in June 2024 was 3.7 percent, slightly lower from 3.8 percent in June 2023, and lower than the statewide rate of 4.1 percent. The unemployment rate has dropped significantly from the pandemic levels of 16.6 percent in April 2020. Rank Employer Number of Employees Type of Business 1 St. Charles Health System 4,565 Healthcare 2 Bend-La Pine School District 2,300 Educati o n 3 Deschutes County 1,243 Government 4 Mt. Bachelor 1,117 Accomodation & Recreation 5 Sunriver Resort 950 Accomodation 6 Redmond School District 919 Education 7 Central Oregon Community College 830 Education 8 Safeway (Includes Albertsons)810 Retail 9 City of Bend 763 Government 10 Summit Health 736 Healthcare -13- Select industry gains and losses over-the-year for net employment change in Deschutes County indicates private education and health services jobs realized the largest increase while leisure and hospitality experienced the greatest job loss, followed by total nonfarm employment. In Fiscal Year 2024, the County’s assessed valuation of taxable property increased by 5.67%, approximately $1.7 billion, to a total of $30.2 billion. Formerly a region dependent on wood products, Deschutes County has steadily diversified its employment and economic base. For the past three decades, Deschutes County has experienced growth in the technology sector and is home to award winning craft breweries. 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, Central Oregon’s largest employer, designated as a Level II Trauma Center with over 350 active medical staff members. Financial Policies The County has established policies which are reviewed and adopted annually by the Board of County Commissioners in conjunction with the budget process. The County recognizes the need to ensure that it is capable of adequately funding and providing County services needed by the community on a sustainable basis. The Board acknowledges that to maintain a prudent level of financial resources to protect against the need to reduce service levels or raise taxes (voter-approved local option levy) and fees due to temporary revenue shortfalls or unforeseeable one-time expenditures, the County strives to maintain a working capital balance in each fund, based on the function of that fund. For most operating funds, the level is 8.3% (one month) of the fund’s operating budget. For funds with property taxes as a significant portion of revenues, the level is one-third (four months) of estimated annual property tax collections. Long-Term Financial Planning Deschutes County’s focus on long-term financial planning begins with policies to guide both current and future decision making. The policies are intended to support the County’s goals and objectives, and provide guidance in day-to-day operations to ensure overall long-term financial stability. Long-term strategic and financial planning is an important part of ensuring excellent service and stewardship of taxpayer resources. Each fiscal year, the County updates resource and requirement forecasts for major operating funds for the next five years and annually develops a five-year Capital Improvement Program (CIP) for major projects related to the acquisition, expansion or rehabilitation of the County's buildings, equipment, parks, streets and other public infrastructure. These estimates are presented to the Budget Committee to facilitate budget -14- decisions and strategic planning, based on a multi-year perspective. Revenue estimates are established each year in a realistic and prudent manner using objective and analytical approaches. Revenue forecasts assess the full spectrum of resources that can be allocated for public services. The County will not respond to long- term revenue shortfalls with deficit funding or borrowing to support ongoing operations. Once working capital balances have reached policy levels, expenses are reduced to conform to long-term revenue forecasts and/or revenue increases are considered. Overall, the County’s long-term financial planning efforts are focused on maintaining a structurally balanced budget, ensuring that recurring expenditures are at or below recurring revenues which ultimately provides that one-time revenues are available for one-time expenditures or projects. Major Initiatives The County continues to focus on implementing a five-year capital improvement plan. Capital spending of $67 million, including County service districts, is included in the FY 2025 adopted budget. The capital budget includes facility and transportation system improvements, capital equipment additions and replacements for various departments, technology improvements and other routine department level capital expenditures intended to support the delivery of services. Major projects include $31.4 million for the courthouse expansion project, $16.2 million in transportation improvements and $4.2 million in Solid Waste improvements. The total capital budget for FY 2025 is $1.4 million more than FY 2024 adopted budget. The Board of County Commissioners establishes the goals and objectives to guide department operations each year. Through the following Fiscal Year 2025 Goals and Objectives, the County embraces its mission of “enhancing the lives of citizens by delivering quality services in a cost-effective manner”: SAFE COMMUNITIES: Protect the community through planning, preparedness and delivery of coordinated services. • Provide safe and secure communities through coordinated public safety and crisis management services. • Reduce crime and recidivism and support victim restoration and well-being through equitable engagement, prevention, reparation of harm, intervention, supervision and enforcement. • Collaborate with partners to prepare for and respond to emergencies, natural hazards and disasters. HEALTHY PEOPLE: Enhance and protect the health and well-being of communities and their residents. • Support and advance the health and safety of all Deschutes County’s residents. • Promote well-being through behavioral health and community support programs. • Ensure children, youth and families have equitable access to mental health services, housing, nutrition, childcare, and education/prevention services. • Help to sustain natural resources and air and water quality in balance with other community needs. • Apply lessons learned from pandemic response, community recovery, and other emergency response events to ensure we are prepared for future events. A RESILIENT COUNTY: Promote policies and actions that sustain and stimulate economic resilience and a strong regional workforce. • Update County land use plans and policies to promote livability, economic opportunity, disaster preparedness, and a healthy environment. • Maintain a safe, efficient and economically sustainable transportation system. • Manage County assets and enhance partnerships that grow and sustain businesses, tourism, and recreation. -15- HOUSING STABILITY AND SUPPLY: Support actions to increase housing production and achieve stability. • Expand opportunities for residential development on appropriate County-owned properties. • Support actions to increase housing supply. • Collaborate with partner organizations to provide an adequate supply of short-term and permanent housing and services to address housing insecurity. SERVICE DELIVERY: Provide solution-oriented service that is cost-effective and efficient. • Ensure quality service delivery through the use of innovative technology and systems. • Support and promote Deschutes County Customer Service “Every Time” standards. • Continue to enhance community participation and proactively welcome residents to engage with County programs, services and policy deliberations. • Preserve, expand and enhance capital assets, to ensure sufficient space for operational needs. • Maintain strong fiscal practices to support short and long-term county needs. • Prioritize recruitment and retention initiatives to support, sustain, and enhance County operations. In FY 2025, the County will continue to implement the Commissioners' goals and priorities, and support strategic investments, including: • Delivering a $9.7 million Road Capital Improvement Plan. • Planning for the closure of Knott Landfill, upgrading transfer stations and siting and constructing a new solid waste management facility. The addition of three new staff to support expanded hazardous waste collection in both Bend and Redmond. • Completing a master planning process and market study for the County’s Fair & Expo Center, and the expansion area. • Maintaining 24/7 services at the Deschutes County Stabilization Center. • Using $750,000 in state funds to create and implement a new deflection program intended to provide options for people suspected of drug possession to enter treatment programs, in response to the programming approved by House Bill 4002. • Prioritizing investments in cybersecurity and internal service departments to build core capacity to continue to deliver effective and impactful services. • Expanding the Circuit Courthouse in downtown Bend to improve security and provide additional courtroom space for the two new judges approved by the legislature in 2021. • Implementing a plan to complete the land transfer with the Department of State Lands. Tax Abatement Program The five strategic goals in the Deschutes County 2025 Goals and Objectives support the tax abatement program. The key goals include a resilient county and housing stability and supply. Tax abatement is an agreement whereby a government agrees to forgo tax revenues to which it is otherwise entitled in exchange for a promise by the counterparty to the agreement to take specific future actions that will contribute to the government’s economic development, or which otherwise benefits the government or its citizens. Tax abatements are intended to improve local conditions and spur economic development that otherwise would not occur, and an important tool for redevelopment. Tax abatements are meant to encourage rehabilitation and redevelopment of distressed areas. The potential benefits of abatements include additional short and long-term employment for residents, attracting new businesses or improving existing businesses, luring new residents which in turn can generate additional tax revenue, generating a tax- revenue stream on once vacant or under- developed property, improving safety and commerce, and increasing adjacent property values. In the Notes to Financial Statements, the County provides information related to its tax abatement programs authorized by Oregon Revised Statutes. -16- Awards and Acknowledgements The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to Deschutes County for its annual comprehensive financial report for the fiscal year ended June 30, 2023. This was the 23rd consecutive year that the County has received this prestigious award. To be awarded a Certificate of Achievement, the County published an easily readable and efficiently organized annual comprehensive financial report. This report must satisfy both accounting principles generally accepted in the United States of America and applicable legal requirements. A Certificate of Achievement for Excellence in Financial Reporting is valid for a period of one year only. However, we believe that our current annual comprehensive financial report continues to meet the Certificate of Achievement Program’s requirements, and we will submit it to the GFOA to determine its eligibility for another certificate. The County also received the GFOA’s Distinguished Budget Presentation Award for its annual budget document for fiscal year beginning July 1, 2023. This was the 16th consecutive year that the County has received this award. To qualify for this Distinguished Budget Presentation Award, the County’s budget document had to be judged proficient as a policy document, a financial plan, an operations guide, and a communications device. Finally, Deschutes County received GFOA’s Popular Annual Financial Report (PAFR) award for the 5th consecutive year for the fiscal year ended June 30, 2023. The PAFR can be found on the County’s website, www.Deschutes.org/pafr. Deschutes County received the Triple Crown designation from the GFOA as recognition for having received all three GFOA awards. The preparation of the annual comprehensive financial report on a timely basis was made possible by the skill, effort, and dedicated service of the entire staff of the Finance Department. We wish to thank all the County’s departments for their assistance in providing the data necessary to prepare this report. Acknowledgment should also be given to the Board of County Commissioners for their interest and support for maintaining the highest standards of professionalism in the management of the County’s finances. Respectfully submitted, Nick Lelack Robert Tintle County Administrator Chief Financial Officer -17- -18- Deschutes County Organizational Chart As of June 30, 2024 Elected Offices Appointed Offices Department Functions Property Tax Appeals Administrative/ Court Proceedings Small Claims Court Tax Distribution Cartography Vital Records Administrative & Support Services Victims AssistanceCounty Legal Services Assessment Records Document Recording Law Enforcement Legal Counsel County Administrator Treatment Courts Justice of the Peace County Treasurer Appraisals Elections Corrections (Jail/Work Center) Prosecution in Circuit Court Traffic/Ordinance Violations Investments Citizens of Deschutes County County Assessor County Clerk County Sheriff Board of Commissioners District Attorney -19- Deschutes County Organizational Chart As of June 30, 2024 County Administrators Appointed Offices Department Functions Workers' Compensation General & Vehicle Liability Unemployment Insurance Americans with Disabilities Act Health BenefitsAlcohol & Drug Prevention Early Learning Council GIS Insurance Maternal Child Health Developmental Disabilities Transitional Services Probation & Diversion Retirement ProgramsWoman, Infants & Children (WIC) Access & Crisis Services Reproductive Health Adult Treatment Electronic Monitoring Juvenile Detention RV Park Web Applications Compensation Facilities Planning & ConstructionCommunity Health Child & Family Offender Supervision Community Service County Fair Public Health Behavioral Health Adult Parole & Probation Juvenile Justice Human Resources Communications Facilities Fair & Expo Center Technology Staff Recruitment Legislative Affairs Building Maintenance Risk Management Health Services Director Veterans' Services Community Justice Fair & Expo Center Information Technology Tax Collection Fleet Equipment Services Code Enforcement Property Management Dog Licensing GIS Payroll Transfer Operation County Surveyor Building Safety Public Information Budget Recycling Services Noxious Weed Control Environmental Soils Natural Resource Protection Finance/Tax Solid Waste Road Department Community Development Administrative Services Accounting Landfill Disposal Develop/Maintain Road System Planning Internal Auditing Deputy County Administrator County Administrator Deputy County Administrator -20- -21- Listing of Principal Officials As of June 30, 2024 ELECTED OFFICIALS Board Of County Commissioners Name Position Term Expiration Patti Adair, Chair Position 3 January 4, 2027 Anthony DeBone, Vice Chair Position 1 January 4, 2027 Philip Chang Position 2 January 6, 2025 Other Elected Officers Name Position Term Expiration Scot Langton County Assessor January 4, 2027 Steve Dennison County Clerk January 4, 2027 Steve Gunnels County District Attorney January 4, 2027 Shane Nelson County Sheriff January 6, 2025 William Kuhn County Treasurer January 4, 2027 Charles Fadeley Justice of the Peace January 1, 2029 APPOINTED OFFICIALS Name Position Nick Lelack County Administrator David Doyle County Counsel Robert Tintle Chief Financial Officer Elizabeth Pape County Internal Auditor Deschutes County Administrative Offices 1300 NW Wall Street, Suite 200 Bend, Oregon 97703 -22- -23- -24- -25- Financial Section For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -26- Report of Independent Auditors Deschutes County Board of Commissioners Deschutes County, Oregon Bend, Oregon Report on the Financial Statements Opinions 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 (the “County”) as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the County’s basic financial statements as listed in the table of contents. In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the County as of June 30, 2024, and the respective changes in financial position and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards (Government Auditing Standards), issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the County and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Emphasis of Matter – Change in Accounting Principle As discussed in Note I.A and Note 4.I to the financial statements, in 2024, the County adopted new accounting guidance Governmental Accounting Standards Board Statement No. 100, Accounting Changes and Error Corrections. Our opinions are not modified with respect to this matter. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. -27- In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the County’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS and Government Auditing Standards, we  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.  Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the County’s internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the County’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control–related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis, the Schedule of the Proportionate Share of the Net Pension Liability (Asset), the Schedule of Net Pension Plan Liability (Asset) Employer Contributions, the Schedule of Changes in the County’s Total OPEB Liability, the Schedule of Proportionate Share of the Net OPEB Liability (Asset), the Schedule of Net OPEB Liability (Asset) Employer Contributions, and the Notes to Required Supplementary Information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. -28- We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Accounting principles generally accepted in the United States of America require that the Schedule of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual for the General Fund, Sheriff’s Office, Countywide Law Enforcement District, Rural Law Enforcement District, Road, Health Services and American Rescue Plan Act (collectively the budgetary comparison information), as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. The required budgetary comparison information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the required budgetary comparison information is fairly stated, in all material respects, in relation to the basic financial statements as whole. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County's basic financial statements. The Schedule of Expenditures of Federal Awards and related notes, as listed in the table of contents in the Single Audit section, as required by Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, and the other supplementary information, as listed in the table of contents in the Other Supplementary Information section (collectively, the supplementary information), are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the supplementary information is fairly stated, in all material respects, in relation to the basic financial statements as a whole. -29- Other Information Management is responsible for the other information included in the annual report. The other information comprises the Introductory, Other Financial Schedules, and Statistical sections, but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 4, 2024, on our consideration of the 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 that report is solely 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 effectiveness of the County's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the County's internal control over financial reporting and compliance. Other Reporting Required by Minimum Standards for Audits of Oregon Municipal Corporations In accordance with the Minimum Standards for Audits of Oregon Municipal Corporations, we have also issued our report dated December 4, 2024, on our consideration of the County’s compliance with certain provisions of laws, regulations, contracts, and grant agreements, including the provisions of Oregon Revised Statutes as specified in Oregon Administrative Rules 162-010-0000 through 162- 010-0330 of the Minimum Standards for Audits of Oregon Municipal Corporations. The purpose of that report is to describe the scope of our testing of compliance and the results of that testing and not to provide an opinion on compliance. Amanda McCleary-Moore, Partner for Moss Adams LLP Eugene, Oregon December 4, 2024 -30-     -31- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 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 (FY) ended June 30, 2024. We encourage readers to consider this information in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGHTS  On a government-wide basis, total assets and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $271,852,841 as of June 30, 2024, an increase of $21,598,663 in net position from June 30, 2023. The main reason for the increase was due to the bond issuance of $20.5 million for the Courthouse expansion project, of which $14.5 million was unspent as of June 30, 2024. With additional recognition of federal funding from the American Rescue Plan Act (ARPA), the continued investment of State dollars into the Road Capital Improvement Plan fund and Special Transportation fund, as well as County investment made into infrastructure, the County is positioned well for the future. It is anticipated that this buildup of fund balance will be exhausted over time by large capital expenditures and rising pension expenses.  The County reported a combined fund balance at June 30, 2024, of $190,863,848 for its governmental funds, an increase of $24,407,834 from June 30, 2023. Of this balance, $49,893,461 is available to meet the County’s obligations. The remainder is either nonspendable or restricted.  County General Fund o The General Fund’s fund balance, including the sub-funds of the General Fund, was $37,885,862 as of June 30, 2024, an increase of $9,139,359 from the balance at June 30, 2023. o Fund balance is 72% percent of the Fund’s combined revenues and transfers in. Fund balance is 87% of the Fund’s combined expenditures and transfers out.  The County’s Assessed Valuation of Taxable Property increased by 5.67% in FY 2024.  Total debt was $64,314,800 as of June 30, 2024, compared to total debt of $51,190,000 as of June 30, 2023. June 30, 2024 June 30, 2023 General Fund (Operations)15,227,096$ 13,426,082$ Sub-funds of the General Fund 22,658,766 15,320,421 37,885,862$ 28,746,503$ -32- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 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. 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 Position presents information on all of Deschutes County’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources with the difference reported as net position. Over time, increases or decreases in net position 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 position changed during the fiscal year. Changes in net position are reported when the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in this statement for some items, for example, property taxes and accrued compensated leave that will result in cash flows in future fiscal periods. Each of these government-wide financial statements, Statement of Net Position and Statement of Activities, distinguish functions of Deschutes County that are supported primarily by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all, or a significant portion of, their costs through user fees and charges (business-type activities). The governmental activities of Deschutes County include general government, public safety, county roads, and health and welfare. The business-type activities of Deschutes County include Solid Waste, Fair and Expo Center, and RV Park. The government-wide financial statements include four county service districts and one county agency:  Countywide Law Enforcement District  Deschutes County 9-1-1 Service District  Rural Law Enforcement District  Deschutes County Road Agency  Extension and 4-H Service District 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). Requests for copies of the separately issued financial statements for the county service districts should be addressed to Deschutes County Finance Department, 1300 NW Wall Street, Suite 200, Bend, OR 97703. 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, or fiduciary funds. -33- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 OVERVIEW OF THE FINANCIAL STATEMENTS (Continued) 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 Position 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. Both the governmental fund balance sheet and statements of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. These reconciliations are presented in this report in subsection “Basic Financial Statements”. Deschutes County reported activity in fifty-seven (57) individual governmental funds and nine (9) sub-funds during FY 2024. Information is presented separately in the governmental funds Balance Sheet and in the governmental funds Statement of Revenues, Expenditures, and Changes in Fund Balances for the General Fund and the County’s major funds:  General Fund  Deschutes County Sheriff’s Office (Sheriff)  Countywide Law Enforcement District  Rural Law Enforcement District  Road  Campus Improvement  Health Services  Road Capital Improvement Plan (Road CIP)  American Rescue Plan Act (ARPA) 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 Information” section of this report and in the budget to actual comparison schedules. Deschutes County adopts an annual budget for each of its funds and a budgetary comparison statement has been provided for each to demonstrate compliance with its annual budget. -34- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 OVERVIEW OF THE FINANCIAL STATEMENTS (Continued) 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, Fair and Expo Center, and RV Park. An internal service fund is 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 facilities, administrative, commissioner, finance, legal, personnel, information technology, insurance services, and health benefits. 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 compared to the government-wide financial statements. The enterprise fund financial statements provide information separately for Solid Waste, Fair and Expo Center, and RV Park. All enterprise funds are reported as 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 Information” section of this report and in the budget to actual comparison schedules. Fiduciary Funds Fiduciary funds, all of which are custodial funds, are used to account for resources held for the benefit of third parties. 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. Notes to 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. 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. The combining statements referred to above in connection with non-major governmental funds and internal service funds are presented in the “Other Supplementary Information” section of this report. -35- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 GOVERNMENT-WIDE FINANCIAL ANALYSIS Deschutes County Net Position The County’s net position at June 30, 2024, was $271,852,841. Net position may serve as a useful indicator of an entity’s financial strength as it measures the entity’s excess of assets and other resources over its obligations on a long-term basis. The largest portion (approximately 80%) of Deschutes County’s net position represents its net investment in capital assets including land, infrastructure, buildings, roads, equipment and subscriptions. These assets are used to provide core services to Deschutes County citizens and are not available for future spending. The portion of net position restricted for use in its long-term capital projects, debt service requirements, landfill closure and post-closure costs, public safety, roads, and health programs totaled $119,991,886 or 44%. The unrestricted category of net position is negative for governmental activities and business-type activities by a total of $64,826,686 due in part to the net pension liability and total Other Post-Employment Benefits’ (OPEB) liability’s impact on net position. Governmental activities Business-type activities Total 2024 2023 2024 2023 2024 2023 Assets other than capital assets 284,001,979$ 240,517,090$ 30,511,529$ 39,328,081$ 314,513,508$ 279,845,171$ Capital assets 216,342,510 190,525,113 65,122,129 52,521,524 281,464,639 243,046,637 Total assets 500,344,489 431,042,203 95,633,658 91,849,605 595,978,147 522,891,808 Deferred outflows of resources 61,081,594 62,006,450 1,944,027 1,691,720 63,025,621 63,698,170 Non-current liabilities 215,762,014 163,417,823 46,100,206 42,585,980 261,862,220 206,003,803 Current liabilities 86,987,277 67,380,490 6,417,823 5,165,284 93,405,100 72,545,774 Total liabilities 302,749,291 230,798,313 52,518,029 47,751,264 355,267,320 278,549,577 Deferred inflows of resources 31,014,508 56,435,538 869,099 1,350,685 31,883,607 57,786,223 Net position: 179,244,593 161,842,824 37,443,048 23,964,066 216,687,641 185,806,890 Restricted 102,213,751 86,626,839 17,778,135 13,974,687 119,991,886 100,601,526 Unrestricted (53,796,060) (42,654,861) (11,030,626) 6,500,623 (64,826,686) (36,154,238) Net position 227,662,284$ 205,814,802$ 44,190,557$ 44,439,376$ 271,852,841$ 250,254,178$ Net investment in capital assets Deschutes County Net Position -36- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 GOVERNMENT-WIDE FINANCIAL ANALYSIS (Continued) Changes in Net Position The net position of the County increased by $21,598,663 during FY 2024. Discussion and analysis of the changes for both governmental activities and business-type activities are included below. CHANGES DUE TO GOVERNMENTAL ACTIVITIES Governmental activities increased net position by $21,847,482 or 11%. Program expenses increased by 1%, program revenues decreased by 3% and taxes increased by 13%. Governmental activities rely on general revenues to support County functions. Property taxes make up the largest share of this support at 38% and are levied for general purposes, law enforcement, 9-1-1 operations, and extension/4-H services. Tax revenues for the year increased primarily due to increased property taxes revenue, which grew as a result of increases in the permanent tax levies for general purposes and law enforcement. There was also an average increase of approximately 5.67% in the taxable property values, driven by increased local real estate market values. FY 2024 FY 2023 FY 2024 FY 2023 FY 2024 FY 2023 Program revenues: Charges for services 56,746,517$ 54,799,894$ 23,237,387$ 19,493,447$ 79,983,904$ 74,293,341$ Operating grants and contributions 92,606,334 98,552,785 53,167 53,167 92,659,501 98,605,952 General revenues: Property taxes 105,685,127 91,685,722 - - 105,685,127 91,685,722 Other taxes 12,438,741 12,597,706 - - 12,438,741 12,597,706 Other 11,982,540 4,612,463 1,909,913 172,666 13,892,453 4,785,129 Total revenues 279,459,259 262,248,570 25,200,467 19,719,280 304,659,726 281,967,850 Expenses: General government 34,521,844 66,921,909 - - 34,521,844 66,921,909 Public safety 107,768,750 107,370,842 - - 107,768,750 107,370,842 County roads 35,000,781 10,167,800 - - 35,000,781 10,167,800 Health and welfare 76,969,969 66,433,425 - - 76,969,969 66,433,425 Interest on long-term debt 1,547,824 1,296,674 - - 1,547,824 1,296,674 Solid Waste - - 19,875,561 13,762,327 19,875,561 13,762,327 Fair & Expo Center - - 6,883,063 5,938,023 6,883,063 5,938,023 RV Park - - 493,271 436,441 493,271 436,441 Total expenses 255,809,168 252,190,650 27,251,895 20,136,791 283,061,063 272,327,441 23,650,091 10,057,920 (2,051,428) (417,511) 21,598,663 9,640,409 Transfers (1,802,609) (1,744,988) 1,802,609 1,744,988 - - Change in net position 21,847,482 8,312,932 (248,819) 1,327,477 21,598,663 9,640,409 Net position, Beginning of year 205,814,802 197,501,870 44,439,376 43,111,899 250,254,178 240,613,769 Net position, End of year 227,662,284$ 205,814,802$ 44,190,557$ 44,439,376$ 271,852,841$ 250,254,178$ Deschutes County Changes in Net Position Governmental activities Business-type activities Total Excess (deficiency) before transfers -37- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 CHANGES DUE TO GOVERNMENTAL ACTIVITIES (Continued) Federal and State operating grants and contributions provide significant resources that are used for public safety, health services, and fiscal recovery. Grant and contribution revenue accounted for 33% of total governmental activities revenue in FY 2024. A key reason for the decrease in grant revenue from $98.6 million in FY 2023 to $92.6 million in FY 2024 is the requirement that ARPA funds be fully spent by December 31, 2026. Fees, fines, and charges provide 20% of governmental activities funding including state gas tax and registration fees, law enforcement related fees, and fees for services provided by the Clerk’s Office and Community Development. During FY 2024, the Clerk’s Office and Community Development have continued to experience a decline in revenue, primarily due to high interest rates impacting home sales and the related recording fees, and a reduced level of new home development with decreases in permitting and application volumes. Function/Program by Funding Type - Governmental Activities Revenues by Source - Governmental Activities -38- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 CHANGES DUE TO BUSINESS-TYPE ACTIVITIES Business-type activities remained stable and only decreased net position by $248,819 or 1%. Solid Waste During FY 2024, the County’s solid waste operation experienced a decrease in net position of $902,419. The operating loss during FY 2024 was $1,664,925. The full cost of operations includes depreciation, amortization, and accrual of landfill closure and post-closure costs. Fair and Expo Center The operating loss from the County’s Fair and Expo Center during FY 2024 was $1,545,047; however, as the Fair and Expo Center is a large contributor to the County’s tourism industry, its losses are partially offset by transfers from the Transient Room Tax Funds and the General Fund. During FY 2024, the overall subsidy provided was $1,647,348. Fair and Expo Center revenues increased to $5,330,890, an increase of $514,435, or 11%, from the prior fiscal year. RV Park Operating income for the RV Park was $42,489, a decrease of $112,337, or 73%, from FY 2023. With business-type activities, RV Park activities generated sufficient operating revenues during FY 2024 to cover operating expenses. All of the program revenues for business-type activities come from charges for services. Function/Program by Funding Type - Business-type Activities -39- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 CHANGES DUE TO BUSINESS-TYPE ACTIVITIES (Continued) Revenues by Source - Business Activities FINANCIAL ANALYSIS OF 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, unassigned 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, 2024, $190,863,848 is the reported combined ending fund balance for Deschutes County’s governmental funds, an increase of $24,407,834 from June 30, 2023. -40- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 FINANCIAL ANALYSIS OF COUNTY’S FUNDS (Continued) Changes, amounts and percentages, in the fund balances of the major governmental funds and of the other governmental funds were: Major Funds  General Fund (including sub-funds): increase of $9,139,359, 32%  Sheriff, Countywide Law Enforcement District, and Rural Law Enforcement District (combined): increase of $4,669,003, 44%  Road: decrease of $48,720, -0.3%  Road CIP: decrease of $7,127,264, -32%  Health Services: increase of $2,793,855, 9%  ARPA: increase of $162,876, 4404%  Campus Improvements: increase of $15,307,618, 261% Nonmajor Funds  Nonmajor special revenue: decrease of $75,978, -0.1%  Nonmajor debt service: decrease of $412,915, -91% Significant Changes in Major Funds General Fund As of June 30, 2024, the fund balance of Deschutes County’s General Fund was $37,885,862. Of this fund balance, $22,658,766 is nonspendable, committed, or assigned for specific use and $15,227,096 is unassigned. One measure of the General Fund’s liquidity is the relationship of the fund balance to the Fund’s total expenditures. The ending fund balance as of June 30, 2024, for the General Fund is 72% of total General Fund revenues and transfers in, and 87% of total General Fund combined expenditures and transfers out. Deschutes County’s General Fund balance increased by $9,139,359, or 32%, during FY 2024. While total revenues were consistent with the prior year, resulting in a decrease of $389,814, or -1%, there were significant fluctuations in revenue sources:  Increases to property tax revenues of $3.8 million, or 10.5%. During FY 2024, assessed valuation of taxable property rose by 5.67% and the County levied the full permanent property tax rate of $1.2783 per $1,000 of assessed value, an increase of $0.06.  Increases to investment earnings of $1.4 million, or 252%, largely due to the increasing interest rate environment.  Decreases to intergovernmental revenues of $1.3 million, or -18%. The District Attorney’s office received a large restorative justice grant in FY 2023 that had approximately $500,000 more grant revenue than FY 2024. FY 2023 intergovernmental revenues also included approximately $285,000 more in state and local fiscal recovery funding than FY 2024.  Decreases to charges for services of $3.7 million, or -66%, was due to the General County Reserve fund receiving one-time funding of $3.5 million in FY 2023. During FY 2024, expenditures increased by $1,144,440, or 3%, due to increases in personnel costs, related to increased cost of living adjustments, health benefits, and retirement costs. -41- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 FINANCIAL ANALYSIS OF COUNTY’S FUNDS (Continued) Sheriff, Countywide Law Enforcement District and Rural Law Enforcement District Sheriff’s services are funded through two voter-approved county service district property tax levies. One district levies a tax throughout the county to provide funding for countywide services and the other levies a tax in the unincorporated area to provide funding for Sheriff’s services outside city boundaries. In the current fiscal year, these two law enforcement districts collectively contributed $49,939,669 to the Sheriff's fund, where all expenditures relate to Sheriff’s services are recorded. The combined fund balances of these three major funds increased by $4,669,003. During FY 2024, assessed valuation of taxable property rose by 5.67% and both districts raised tax levies to their full permanent rate. The Countywide Law Enforcement District tax increased by $0.20 to $1.25 per $1,000 of assessed value. The Rural Law Enforcement District tax increased by $0.12 to $1.55 per $1,000 of assessed value. This growth in assessed valuation of taxable property was primarily driven by the new construction throughout the County and an average increase of approximately 3% in the taxable property values. Amidst uncertain economic conditions and rising inflation, the Sheriff’s Office put forth efforts to reduce materials and supplies expenses to offset rising personnel costs. This resulted in the Sheriff's Office's total expenditures increasing by only $1.7 million, or 3%, over the previous year. Road The fund balance of the Road fund decreased by $48,720, or -0.3%, during FY 2024. During FY 2024, $10 million was transferred from the Road Fund to the Road CIP fund. The Road fund receives the majority of its revenue from the State of Oregon gas tax, vehicle registrations, and the federal Secure Rural Schools Program. The fund balance will be used in the future to maintain county road systems. Road Capital Improvement Plan (Road CIP) The Road CIP fund receives annual transfers from the Road Fund, a major fund, for significant capital improvement projects. Transfers into this fund during FY 2024 were $10 million from the Road Fund and $2.5 million from non- major special revenue funds. Capital outlay expenditures for road projects occurring during FY 2024 totaled $21,543,735, a 32% increase over prior year capital outlay expenditures of $16,697,188, resulting in an overall decrease to fund balance of $7,127,264. The decrease in fund balance was due to significant capital projects in FY 2024 including:  Completion of the Hunnell Road Project, $2.5 million incurred in FY 2024 with total project cost of $6.3 million.  Ongoing Terrebonne Refinement Plan, $6.6 million incurred in FY 2024 with total project costs estimated at $8.9 million.  Significant paving overlay projects totaling approximately $6.4 million. -42- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 FINANCIAL ANALYSIS OF COUNTY’S FUNDS (Continued) Health Services Fund balance for the Health Services Fund increased by $2,793,855, or 9%. Total revenue within the Health Services fund increased by approximately $814,000, or 1.5%, from the prior year. State and federal grant revenues continued to remain a stable revenue source for Health Services, decreasing only 1.2% to $56.9 million in FY 2024 from $57.6 million in FY 2023. Health Services expenditures increased by $7.5 million, or 12%, over the prior year, largely due to the County’s investment in additional facilities. Capital outlay expenditures for Health Services increased significantly from $520,340 in FY 2023 to $4,546,237 in FY 2024. American Rescue Plan Act (ARPA) Fund balance for the ARPA increased by $162,876, or 4404%. The increase in ARPA is due to investment earnings. During FY 2024, $400,000 of interest earned in the ARPA fund in prior years was transferred to the Campus Improvement fund for the courthouse remodel. ARPA revenues and expenditures decreased approximately $10.9 million in FY 2024 as the ARPA funds are required to be fully spent by December 31, 2026. Campus Improvement The Campus Improvement fund revenue for FY 2024 consisted of $20.5 million of debt proceeds, state grant funds, and interfund transfers for campus improvements including the major renovation of the County Courthouse. Transfers into this fund during FY 2024 were approximately $191,000 from the Court Technology Reserve fund and $381,000 from Health Services. Capital outlay expenditures for campus improvements occurring during FY 2024 totaled $6,263,431, an 53% decrease over prior year capital outlay expenditures of $13,461,425, resulting in an overall increase to fund balance of $15,307,618. Nonmajor Funds The combined fund balances of the County’s non-major special revenue funds decreased by $75,978, -0.1%. The Room Tax fund and Transient Room Tax -1% fund revenues decreased from approximately $12.8 million in FY 2023 to $12.4 million in FY 2024, a small decrease related to the impact of wildfires central Oregon has experienced. While the Community Development fund balance has increased by $117,962, revenues and expenses have decreased approximately $500,000 due to decreases in real estate development. The County assesses fees for future transportation requirements which resulted in revenues of $1,501,674 in the Countywide Transportation SDC Improvement fund during FY 2024. The Countywide Transportation SDC Improvement fund transferred $2,500,000 to the Road CIP fund resulting in a decrease in fund balance of $998,326, or -33%. The debt service fund decreased by $412,915 during the fiscal year. Rent revenues stayed consistent with prior years representing 40% of total revenues in the fund. Charges for services increased $121,889, or 8.5%, due to the increase in PERS rates for public safety. During FY 2024, the County entered into Full Faith and Credit Financing Agreement, Series 2024 for the remodel of the Deschutes County Courthouse (par of $18,700,000) and refunding of Series 2013 (par of $5,395,000). Additional information on Deschutes County’s debt is included in Note 3G. -43- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 FINANCIAL ANALYSIS OF COUNTY’S FUNDS (Continued) 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, 2024, the net position of the Solid Waste Department was $22,397,785, a decrease of $902,419 compared to the prior fiscal year. Charges for services increased $3,280,126, or 23%, as services available at transfer stations increased. Current year expenses for landfill closure and post-closure costs increased $2,138,719. The estimate for post closure liability at June 30, 2024, was $17,719,325. Projections show the Solid Waste Department revenues will continue to be adequate to cover the cost of current operations. The operation of the Solid Waste Department provides the resources to be used in future years for the closure and post-closure costs associated with the landfills. At June 30, 2024, the net position of the Fair and Expo Center was $18,676,126, an increase of $356,523. As the Fair and Expo Center is a reason why many people visit Central Oregon, resources from the County’s transient room tax are made available to support this activity. Transient room taxes of $1,547,348 were transferred to Fair and Expo Center during FY 2024. The Fair and Expo Center also received $100,000 transferred from the Video Lottery fund. The County opened its RV Park in July 2007. After an initial near-capacity usage during summer 2007, the effects of the recession impacted the operations through FY 2014. However, with a continued focus on marketing, a robust economy, and increased demand in RV parks through the COVID-19 pandemic, the RV Park is a profitable enterprise. The net position of the RV Park fund at June 30, 2024, was $3,116,646, an increase of $297,077, or 11%. GENERAL FUND BUDGETARY HIGHLIGHTS There were eleven budget adjustments to the General Fund’s original budget during FY 2024: 1. Adjustment provided funding for code abatement services via an interfund payment of $200,000 from Solid Waste. 2. Adjustment reduced contingency and increased program expense appropriations for a one-time grant of $100,000 to Central Oregon Guardian Assistance Program. 3. Adjustment recognized state grant revenue and increased program expense appropriations by $300,000 for a pass-thru grant to Mt. Bachelor for a biomass facility project. 4. Adjustment reduced contingency and increased program expense appropriations by $87,000 to increase the Medical Examiner contract. 5. Adjustment increased state grant revenue for Veterans’ Services and program expense appropriations by $79,179. 6. Adjustment reduced contingency and increased transfer out appropriations by $5,905 to make a transfer to the Dog Control fund for the Spay and Neuter grant program. 7. Adjustment decreased contingency and increased transfer out appropriations by $32,000 to fund a portion of a 1.00 FTE Information Security Manager position in the IT department. 8. Adjustment decreased contingency and increased transfer out appropriations by $2,000 to the Series 2019 debt service fund to net the fund to zero. -44- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 GENERAL FUND BUDGETARY HIGHLIGHTS (Continued) 9. Amendment recognized a transfer in of $6,500 from the Sheriff's Office to the DA to fund .10 FTE with DCIMME grant funds. 10. Adjustment decreased program expenses and increased transfer out appropriations by $33,700 to make a transfer to the Natural Resources fund for the Oregon Living with Fire program. 11. Adjustment reduced contingency by $265,000 and increased program expense by $250,000 for unforeseen expenditures and $15,000 for Veterans’ Services due to a retirement and subsequent time management leave payout that was unbudgeted. The General Fund’s actual revenues were $1,152,341 more than estimated. The increase is primarily due to the County receiving $870,180 more in property tax revenues than budgeted and $362,899 more in investment earnings than budgeted. The variance between appropriations and expenditures was $1,570,177 less than estimated, approximately 6% of final appropriations. Factors contributing to this variance include unfilled positions and decreased actual expenditures for materials and services, primarily contract staff and professional services. Additionally, transfers out to Health Services were $2.5 million lower than budgeted. CAPITAL ASSET AND DEBT ADMINISTRATION Capital Assets Deschutes County’s capital assets for its governmental and business-type activities as of June 30, 2024, was $281,464,639 net of accumulated depreciation and amortization. The book value of the depreciable assets is 54% of historical cost. Capital assets include land, buildings, equipment, software subscriptions, and infrastructure such as roads and bridges. Additional information on Deschutes County’s capital assets is included in Note 3E. Long-Term Debt As of June 30, 2024, Deschutes County’s outstanding debt was $64,314,800, all of which is backed by the full faith and credit of the County. Deschutes County's Outstanding Debt General Obligation and Other Bonded Debt Governmental activities Business-type activities Total 2024 2023 2024 2023 2024 2023 Pension Bonds 4,660,000$ 5,830,000$ -$ -$ 4,660,000$ 5,830,000$ Direct Borrowing 232,646 458,600 2,107,154 2,906,400 2,339,800 3,365,000 Full Faith & Credit 36,976,873 20,831,808 20,338,127 21,163,192 57,315,000 41,995,000 Total 41,869,519$ 27,120,408$ 22,445,281$ 24,069,592$ 64,314,800$ 51,190,000$ -45- Deschutes County, Oregon Management’s Discussion and Analysis June 30, 2024 CAPITAL ASSET AND DEBT ADMINISTRATION (Continued) Deschutes County’s bonded debt increased by $13,124,800 during the fiscal year due to the issuance of Full Faith & Credit Series 2023 and scheduled debt repayments. Moody’s Investors Services upgraded the credit rating of Pension Bonds during June 2021 from Aa2 to Aa1. The rating is based on the weighted average credit quality of the pension-bond participants. Deschutes County is one participant of many in the limited tax bonds issued by the State of Oregon. Moody’s Investors Services assigned a credit rating of Aa1 to Deschutes County’s Full Faith & Credit obligations. This rating was upgraded in FY 2019 through refinancing of the County’s 2008 & 2009 Full Faith & Credit obligations and was reaffirmed in November 2023 through the issuance of 2023 Full Faith & Credit Series Obligations. See Note 4G in the Notes to Financial Statements. State statutes limit the amount of general obligation debt a governmental entity may issue to 2% of its real market value. With real market value of over $80 billion, the current debt limitation for Deschutes County is $1,611,419,000. The County has no general obligation debt at June 30, 2024. Additional information on Deschutes County’s long-term debt is included in Note 3G. KEY ECONOMIC FACTORS AND BUDGET INFORMATION FOR THE FUTURE The most recent actuarial valuation for the State of Oregon Public Employees Retirement System (PERS) was received by employers in September 2023 and included employer rates to be in effect July 1, 2023 through June 30, 2025. The County expects PERS costs to remain steady during FY 2025 and increase approximately 5% in FY 2026. The County established a PERS Reserve fund in 2004. The purpose of the fund is to provide relief to departments as PERS rates increase. The ending fund balance for the PERS Reserve is $4,749,373 as of June 30, 2024, which the County anticipates will help offset future PERS increases. The County’s Assessed Value of Taxable Property increased from FY 2023 to FY 2024 by 5.67% to approximately $32.2 billion and this growth in assessed value is expected to continue. The annual property tax levy is based on the assessed value times the tax rate, not to exceed the permanent rate of $1.2783 per $1,000 of assessed valuation. For FY 2024, the County’s general levy will be at a rate of $1.2783 per $1,000 of assessed value. This represents a $0.06 per $1,000 of assessed value increase from the FY 2023 adopted rate. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview to those parties interested in Deschutes County’s finances. Questions concerning any of the information provided in this report or requests for additional information should be addressed to Deschutes County Finance Department, Deschutes County Finance Department, 1300 NW Wall Street, Suite 200, Bend, OR 97703. -46- -47- Basic Financial Statements For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -48- Governmental Business - Type Activities Activities Total ASSETS Current assets: Cash and cash equivalents 34,454,529$ 3,903,154$ 38,357,683$ Investments, at fair value; plus accrued interest 222,822,092 25,172,473 247,994,565 Taxes receivable 3,380,259 - 3,380,259 Accounts receivable, net 14,741,516 1,050,943 15,792,459 Lease receivable, current portion 1,126,786 - 1,126,786 Inventory 2,798,174 17,891 2,816,065 Prepaid expenses 1,390,222 308,258 1,698,480 Total current assets 280,713,578 30,452,719 311,166,297 Noncurrent assets: Lease receivable 747,550 - 747,550 Net OPEB RHIA asset 1,976,895 58,810 2,035,705 Capital assets not being depreciated 38,035,334 22,615,514 60,650,848 Capital assets, net of accumulated depreciation/amortization 178,307,176 42,506,615 220,813,791 Notes, contracts, and assessments receivable, net of allowance 563,956 - 563,956 Total noncurrent assets 219,630,911 65,180,939 284,811,850 Total assets 500,344,489 95,633,658 595,978,147 DEFERRED OUTFLOWS OF RESOURCES Debt refunding 564,710 143,751 708,461 Pension plan 56,210,130 1,672,159 57,882,289 OPEB County plan 4,264,794 126,869 4,391,663 OPEB RHIA 41,960 1,248 43,208 Total deferred outflows of resources 61,081,594 1,944,027 63,025,621 TOTAL ASSETS AND DEFERRED OUTFLOWS OF RESOURCES 561,426,083 97,577,685 659,003,768 Deschutes County, Oregon Statement of Net Position June 30, 2024 -49- Governmental Business - Type Activities Activities Total LIABILITIES Current liabilities: Accounts payable and other current liabilities 12,674,580 3,414,184 16,088,764 Payroll liabilities 6,780,624 167,327 6,947,951 Accrued interest 147,191 78,588 225,779 Unearned revenues 44,196,738 377,915 44,574,653 Current portion of noncurrent liabilities 23,188,144 2,379,809 25,567,953 Total current liabilities 86,987,277 6,417,823 93,405,100 Noncurrent liabilities: Compensated leave 14,393,225 579,387 14,972,612 Lease payable 7,721,892 4,853 7,726,745 Subscription liabilities 1,232,706 - 1,232,706 Total OPEB County plan liability 23,714,539 705,469 24,420,008 Net pension plan liability 138,717,798 4,126,634 142,844,432 Bonds and notes payable (net of premiums and discounts)44,839,562 25,344,347 70,183,909 Accrued claims payable 8,330,436 - 8,330,436 Accrued landfill closure and postclosure costs - 17,719,325 17,719,325 Less current portion of noncurrent liabilities (23,188,144) (2,379,809) (25,567,953) Total noncurrent liabilities 215,762,014 46,100,206 261,862,220 Total liabilities 302,749,291 52,518,029 355,267,320 DEFERRED INFLOWS OF RESOURCES Lease resources 1,799,534 - 1,799,534 Pension plan 11,895,341 353,867 12,249,208 OPEB County plan 17,096,205 508,585 17,604,790 OPEB RHIA 223,428 6,647 230,075 Total deferred inflows of resources 31,014,508 869,099 31,883,607 TOTAL LIABILITIES AND DEFERRED INFLOWS OF RESOURCES 333,763,799 53,387,128 387,150,927 NET POSITION Net investment in capital assets 179,244,593 37,443,048 216,687,641 Restricted for: Capital projects 36,641,617 - 36,641,617 Public safety 15,208,555 - 15,208,555 County road 15,427,963 - 15,427,963 Health and welfare 32,958,721 - 32,958,721 Landfill closure and postclosure liability - 17,719,325 17,719,325 Net OPEB RHIA asset 1,976,895 58,810 2,035,705 Unrestricted (53,796,060) (11,030,626) (64,826,686) TOTAL NET POSITION 227,662,284$ 44,190,557$ 271,852,841$ The notes to the financial statements are an integral part of this statement. -50-     -51- Deschutes County, Oregon Statement of Activities For the Fiscal Year Ended June 30, 2024 Fees, Fines and Operating Charges for Grants and Governmental Business-type Expenses Services Contributions Activities Activities Total Governmental: General government 34,521,844$ 15,208,367$ 13,117,247$ (6,196,230)$ -$ (6,196,230)$ Public safety 107,768,750 5,859,723 9,458,871 (92,450,156) - (92,450,156) County roads 35,000,781 30,635,504 - (4,365,277) - (4,365,277) Health & welfare 76,969,969 5,042,923 70,030,216 (1,896,830) - (1,896,830) Interest and fiscal charges 1,547,824 - - (1,547,824) - (1,547,824) 255,809,168 56,746,517 92,606,334 (106,456,317) - (106,456,317) Business-type: Solid Waste 19,875,561 17,380,055 - - (2,495,506) (2,495,506) Fair and Expo Center 6,883,063 5,330,890 53,167 - (1,499,006) (1,499,006) RV Park 493,271 526,442 - - 33,171 33,171 27,251,895 23,237,387 53,167 - (3,961,341) (3,961,341) Total 283,061,063$ 79,983,904$ 92,659,501$ (106,456,317)$ (3,961,341)$ (110,417,658)$ General revenues: Property taxes, levied for general purposes 51,751,786$ -$ 51,751,786$ Property taxes, levied for sheriff services 53,933,341 - 53,933,341 Transient room tax 12,438,741 - 12,438,741 Investment earnings 11,982,540 1,909,913 13,892,453 Transfers (1,802,609) 1,802,609 - Total general revenues and transfers 128,303,799 3,712,522 132,016,321 Change in net position 21,847,482 (248,819) 21,598,663 Net position - beginning of year 205,814,802 44,439,376 250,254,178 Net position - end of year 227,662,284$ 44,190,557$ 271,852,841$ The notes to the financial statements are an integral part of this statement. Total governmental activities Total business-type activities Net (Expense) Revenue and Function/Program Changes in Net PositionProgram Revenues -52- Deschutes County, Oregon Balance Sheet Governmental Funds June 30, 2024 Rural Law General Enforcement Enforcement Fund Sheriff District District Road ASSETS Cash and cash equivalents 5,666,415$ 424,885$ 1,339,902$ 481,730$ 2,206,633$ Investments, at fair value; plus accrued interest 36,633,704 1,260,581 9,760,329 3,509,161 14,271,470 Taxes receivable 710,892 - 645,441 265,032 - Accounts receivable, net 843,004 888,963 - - 83,596 Notes, contracts, and assessments receivable 280,432 - - - 263,228 Lease receivable 700,931 - - - - Inventory - - - - 2,798,174 Total assets 44,835,378$ 2,574,429$ 11,745,672$ 4,255,923$ 19,623,101$ LIABILITIES Accounts payable and other current liabilities 952,424$ 819,229$ -$ -$ 1,288,917$ Payroll liabilities 3,052,702 1,139,003 - - 219,409 Deposits 20,149 - - - - Unearned revenue 1,343,702 465,942 - - 2,401,586 Total liabilities 5,368,977 2,424,174 - - 3,909,912 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 618,187 - 562,229 230,811 - Unavailable revenue - special assessments - - - - 87,497 Unavailable revenue - services provided 56,701 150,255 - - 197,729 Unavailable revenue - contracts of sale 229,122 - - - - Unavailable revenue - leases 676,529 - - - - Total deferred inflows of resources 1,580,539 150,255 562,229 230,811 285,226 FUND BALANCES Nonspendable 47,062 - - - 2,798,174 Restricted - - 11,183,443 4,025,112 12,629,789 Committed 11,065,027 - - - - Assigned 11,546,677 - - - - Unassigned 15,227,096 - - - - Total fund balances 37,885,862 - 11,183,443 4,025,112 15,427,963 Total liabilities, deferred inflows of resources and fund balances 44,835,378$ 2,574,429$ 11,745,672$ 4,255,923$ 19,623,101$ The notes to the financial statements are an integral part of this statement. Countywide Law -53- Road Capital American Other Total Improvement Health Rescue Campus Governmental Governmental Plan Services Plan Act Improvement Funds Funds 2,246,176$ 5,723,051$ 1,429,303$ 5,275,835$ 7,284,291$ 32,078,221$ 14,527,868 37,014,724 9,244,481 34,123,180 47,107,041 207,452,539 - - - - 1,758,894 3,380,259 563,855 9,769,895 - - 1,519,123 13,668,436 - - - - 20,296 563,956 - - - - 854,954 1,555,885 - - - - - 2,798,174 17,337,899$ 52,507,670$ 10,673,784$ 39,399,015$ 58,544,599$ 261,497,470$ 1,870,634$ 1,595,072$ 110,069$ 1,224,663$ 1,886,133$ 9,747,141$ - 1,362,667 20,566 - 610,247 6,404,594 - - - - - 20,149 - 10,691,144 10,376,575 17,000,000 1,897,640 44,176,589 1,870,634 13,648,883 10,507,210 18,224,663 4,394,020 60,348,473 - - - - 185,474 1,596,701 - - - - - 87,497 - 5,900,066 - - 571,746 6,876,497 - - - - - 229,122 - - - - 818,803 1,495,332 - 5,900,066 - - 1,576,023 10,285,149 - - - - - 2,845,236 15,467,265 32,958,721 - 14,566,830 47,293,991 138,125,151 - - 166,574 6,607,522 5,280,777 23,119,900 - - - - - 11,546,677 - - - - (212) 15,226,884 15,467,265 32,958,721 166,574 21,174,352 52,574,556 190,863,848 17,337,899$ 52,507,670$ 10,673,784$ 39,399,015$ 58,544,599$ 261,497,470$ -54-     -55- Deschutes County, Oregon Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position June 30, 2024 Total fund balances for governmental funds 190,863,848$ Amounts reported for governmental activities in the statement of net position are different because: Governmental capital assets 396,815,774 Less accumulated depreciation (181,796,692) 215,019,082 Prepaid expenses 887,547 OPEB RHIA Plan asset 1,820,287 Deferred outflows of resources - Debt refunding costs 564,710 Deferred outflows of resources - Pension plan 51,757,195 Deferred outflows of resources - OPEB County plan 3,926,940 Deferred outflows of resources - OPEB RHIA 38,636 56,287,481 Bonds and notes payable (41,869,519) Accrued interest on bonds and notes payable (147,191) Unamortized premium and discount on bonds (2,970,043) Lease payable (7,697,069) Subscription liabilities (1,068,235) Total OPEB County Plan liability (21,835,884) Net pension liability (127,728,632) (203,316,573) (12,827,585) A portion of the County's receivables will not be collected soon enough to pay for the current year's expenditures and, therefore, are reported as deferred inflows of resources in the governmental funds. 8,789,817 Deferred inflows of resources - OPEB County plan (15,741,851) Deferred inflows of resources - OPEB RHIA (205,728) Deferred inflows of resources - Pension plan (10,952,996) (26,900,575) Internal service funds are used by the County to charge the cost of insurance, facilities, administration, finance, legal, human resources and information technology to County funds. The net position of the internal service funds is included in governmental activities in the statement of net position. (2,961,045) Net position of governmental activities 227,662,284$ The notes to the financial statements are an integral part of this statement. Deferred inflows of resources are applicable to future periods and, therefore, are not reported in the governmental funds: Accrued compensated absences are not due and payable in the current period and, therefore, are not reported in the governmental funds. Noncurrent 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 bonds and notes payable is not accrued in governmental funds, but rather is recognized as an expenditure when due. All liabilities, current and noncurrent, are reported in the statement of net position: Deferred outflows of resources related to debt refunding costs and pensions are applicable to future periods and, therefore, are not reported in the governmental funds: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the governmental funds: -56- Deschutes County, Oregon Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Fiscal Year Ended June 30, 2024 Rural Law Enforcement Enforcement General Fund Sheriff District District Road REVENUES Taxes - property 39,824,122$ -$ 38,421,471$ 15,363,801$ -$ Taxes - other - - - - - Licenses and permits 43,020 404,595 - - - Fines, forfeitures and penalties - 284,250 - - 2,296 Special assessments - - - - 6,051 Investment earnings 1,959,043 106,460 677,378 146,022 780,053 Rents 842,616 - - - 1,163 Intergovernmental 5,435,907 54,012,295 - - 24,929,080 Charges for services 1,871,711 691,016 - - 2,087,294 Contributions and donations 450 99,145 - - - Payments on contracts of sale 129,615 - - - - Other 62,227 61,656 - - - Total revenues 50,168,711 55,659,417 39,098,849 15,509,823 27,805,937 EXPENDITURES Current: General government 13,293,611 - - - - Public safety 19,451,213 56,679,717 37,043,299 12,896,370 - County roads - - - - 16,069,883 Health and welfare 867,928 - - - - Debt service: Principal payments 38,543 345,432 - - 5,393 Interest - - - - - Trustee fees - - - - - Debt issuance costs - - - - - Capital outlay 576,232 3,303,522 - - 1,779,381 Total expenditures 34,227,527 60,328,671 37,043,299 12,896,370 17,854,657 Excess (deficiency) of revenues over expenditures 15,941,184 (4,669,254) 2,055,550 2,613,453 9,951,280 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases 69,472 1,184,502 - - - Issuance of long-term debt - subscriptions - 103,823 - - - Payment to refunded bond escrow agent - - - - - Issuance of bonds - - - - - Bonds premium - - - - - Issuance of refunding bonds - - - - - Transfers in 2,682,940 3,651,787 - - - Transfers out (9,554,237) (270,858) - - (10,000,000) Total other financing sources (uses) (6,801,825) 4,669,254 - - (10,000,000) Net change in fund balances 9,139,359 - 2,055,550 2,613,453 (48,720) Fund balances - beginning of year As previously reported 28,746,503 - 9,127,893 1,411,659 15,476,683 Change from nonmajor to major fund - - - - - Fund balances - beginning of year 28,746,503 - 9,127,893 1,411,659 15,476,683 Fund balances - end of year 37,885,862$ -$ 11,183,443$ 4,025,112$ 15,427,963$ The notes to the financial statements are an integral part of this statement. Countywide Law -57- Road Capital American Other Total Improvement Health Rescue Campus Governmental Governmental Plan Services Plan Act Improvement Funds Funds -$ -$ -$ -$ 11,825,960$ 105,435,354$ - - - - 12,438,741 12,438,741 - - - - 1,788,345 2,235,960 - - - - 609,362 895,908 - - - - - 6,051 1,126,316 2,083,894 562,877 543,926 2,935,616 10,921,585 - 12,964 - - 1,191,728 2,048,471 2,342,101 56,914,157 3,762,560 - 20,040,624 167,436,724 28,774 4,736,157 - 65,906 11,512,124 20,992,982 - 572,818 - - 6,506 678,919 - - - - - 129,615 - - - - 50,789 174,672 3,497,191 64,319,990 4,325,437 609,832 62,399,795 323,394,982 - - 3,762,561 111,327 20,828,819 37,996,318 - - - - 20,786,848 146,857,447 1,580,720 - - - 7,908,046 25,558,649 - 66,188,881 - - - 67,056,809 - 341,665 - - 3,787,201 4,518,234 - - - - 1,440,854 1,440,854 - - - - 900 900 - - - - 165,170 165,170 21,543,735 4,546,237 - 6,263,431 2,059,073 40,071,611 23,124,455 71,076,783 3,762,561 6,374,758 56,976,911 323,665,992 (19,627,264) (6,756,793) 562,876 (5,764,926) 5,422,884 (271,010) - 4,009,840 - - 468,633 5,732,447 - - - - 137,604 241,427 - - - - (5,919,918) (5,919,918) - - - 18,570,483 129,517 18,700,000 - - - 1,929,517 568,170 2,497,687 - - - - 5,395,000 5,395,000 12,500,000 6,418,731 - 572,544 8,547,154 34,373,156 - (877,923) (400,000) - (15,237,937) (36,340,955) 12,500,000 9,550,648 (400,000) 21,072,544 (5,911,777) 24,678,844 (7,127,264) 2,793,855 162,876 15,307,618 (488,893) 24,407,834 22,594,529 30,164,866 3,698 - 58,930,183 166,456,014 - - - 5,866,734 (5,866,734) - 22,594,529 30,164,866 3,698 5,866,734 53,063,449 166,456,014 15,467,265$ 32,958,721$ 166,574$ 21,174,352$ 52,574,556$ 190,863,848$ -58-     -59- Deschutes County, Oregon Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30, 2024 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balances - total governmental funds 24,407,834$ Financial resources received that are not revenues in the statement of activities Payments on land sale contracts (121,588) Issuance of bonds and refunding bonds (24,095,000) Bond premium (2,497,687) Issuance of long-term debt - leases and subscriptions (5,973,874) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds Unavailable revenue - services provided 5,727,031 Unavailable revenue - special assessments and property taxes 249,773 Repayment of bond and other debt principal is an expenditure in the governmental funds, but repayment reduces long-term liabilities in the statement of net position Repayments on long-term debt 9,345,888 Governmental funds report capital outlays as expenditures. However, in the statement of activities, the cost of these assets is allocated over their estimated useful lives and reported as depreciation and amortization expense. Acquisition of capital assets 40,071,611 Depreciation and amortization expense (14,015,951) 26,055,660 Net effect of miscellaneous transactions involving capital assets (disposals, sales, trade-ins, transfers, and adjustments)(164,473) Payments of lease and subscription liabilities is an expenditure in the governmental funds, but repayment reduces long-term liabilities in the statement of net position 1,107,344 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 the governmental funds Amortization of deferred debt refunding cost (61,441) Amortization of bond premium / (discount), net 187,341 (Increase) / decrease in accrued interest (66,344) (Increase) / decrease in compensated leave (1,922,818) Increase / (decrease) in prepaid expense (29,666) (Increase) / decrease in total OPEB County plan liability (984,334) (Increase) / decrease in deferred outflows - OPEB County plan (424,418) (Increase) / decrease in deferred inflows - OPEB County plan 2,638,113 Increase / (decrease) in net OPEB RHIA asset 320,631 Increase / (decrease) in deferred outflows - OPEB RHIA (102,919) (Increase) / decrease in deferred inflows - OPEB RHIA (731) (Increase) / decrease in net Pension plan liability (26,487,191) Increase / (decrease) in deferred outflows - Pension plan (2,997,912) (Increase) / decrease in deferred inflows - Pension plan 22,969,839 (6,961,850) Decrease in internal service fund net position (5,231,576) Total net adjustments - year ended June 30, 2024 (2,560,352) Change in net position of governmental activities - year ended June 30, 2024 21,847,482$ The notes to the financial statements are an integral part of this statement. -60- Governmental Activities Fair and Expo Internal Solid Waste Center RV Park Total Service Funds ASSETS Current assets: Cash and cash equivalents 3,021,131$ 637,456$ 244,567$ 3,903,154$ 2,376,308$ Investments, at fair value, plus accrued interest 19,512,977 4,079,618 1,579,878 25,172,473 15,369,553 Accounts receivable 952,806 98,137 - 1,050,943 1,073,080 Lease receivable, current portion - - - - 206,339 Inventory - 17,891 - 17,891 - Prepaid expenses - 295,682 12,576 308,258 502,675 Total current assets 23,486,914 5,128,784 1,837,021 30,452,719 19,527,955 Noncurrent assets: Lease receivable - - - - 112,112 Net OPEB RHIA asset 37,836 19,712 1,262 58,810 156,608 Capital assets: Land 1,791,352 132,685 - 1,924,037 - Construction in progress 20,309,569 381,908 - 20,691,477 - Buildings and improvements 10,090,804 21,981,922 916,001 32,988,727 - Land improvements 37,539,210 8,735,934 2,735,388 49,010,532 195,977 Equipment and vehicles 9,634,928 1,193,673 13,711 10,842,312 1,739,818 Lease equipment 10,713 5,981 - 16,694 51,507 Infrastructure 6,223,456 - - 6,223,456 - Intangible 123,595 - - 123,595 1,350,098 Subscription assets - - - - 368,186 Less accumulated depreciation and amortization (38,343,450) (16,412,519) (1,942,732) (56,698,701) (2,382,158) Total noncurrent assets 47,418,013 16,039,296 1,723,630 65,180,939 1,592,148 Total assets 70,904,927 21,168,080 3,560,651 95,633,658 21,120,103 DEFERRED OUTFLOWS OF RESOURCES Debt refunding 140,872 2,879 - 143,751 - Pension plan 1,075,809 560,471 35,879 1,672,159 4,452,935 OPEB County plan 81,623 42,524 2,722 126,869 337,854 OPEB RHIA 803 418 27 1,248 3,324 Total deferred outflows of resources 1,299,107 606,292 38,628 1,944,027 4,794,113 TOTAL ASSETS AND DEFERRED OUTFLOWS OF RESOURCES 72,204,034 21,774,372 3,599,279 97,577,685 25,914,216 Business-Type Activities - Enterprise Funds Deschutes County, Oregon Proprietary Funds Statement of Net Position June 30, 2024 -61- Governmental Activities Fair and Expo Internal Solid Waste Center RV Park Total Service Funds LIABILITIES Current liabilities: Accounts payable and retainage payable 3,122,193 270,774 21,217 3,414,184 2,927,439 Payroll liabilities 117,057 46,001 4,269 167,327 376,030 Accrued interest 77,572 456 560 78,588 - Unearned revenues - 377,915 - 377,915 - Current portion of noncurrent liabilities 1,870,072 285,601 224,136 2,379,809 6,487,425 Total current liabilities 5,186,894 980,747 250,182 6,417,823 9,790,894 Noncurrent liabilities: Compensated leave 366,967 205,636 6,784 579,387 1,565,640 Lease payable 2,170 2,683 - 4,853 24,823 Subscription liabilities - - - - 164,471 Net pension liability 2,654,907 1,383,163 88,564 4,126,634 10,989,166 Total OPEB County plan liability 453,870 236,459 15,140 705,469 1,878,655 Bonds and notes (net of unamortized - premiums and discounts) 24,733,045 283,855 327,447 25,344,347 - Accrued claims payable - - - - 8,330,436 Accrued landfill closure and postclosure costs 17,719,325 - - 17,719,325 - Less current portion of noncurrent liabilities (1,870,072) (285,601) (224,136) (2,379,809) (6,487,425) Total noncurrent liabilities 44,060,212 1,826,195 213,799 46,100,206 16,465,766 Total liabilities 49,247,106 2,806,942 463,981 52,518,029 26,256,660 DEFERRED INFLOWS OF RESOURCES Lease resources - - - - 304,202 Pension plan 227,664 118,609 7,594 353,867 942,345 OPEB County plan 327,203 170,467 10,915 508,585 1,354,354 OPEB RHIA 4,276 2,228 143 6,647 17,700 Total deferred inflows of resources 559,143 291,304 18,652 869,099 2,618,601 TOTAL LIABILITIES AND DEFERRED INFLOWS OF RESOURCES 49,806,249 3,098,246 482,633 53,387,128 28,875,261 NET POSITION Net investment in capital assets 20,312,202 15,735,925 1,394,921 37,443,048 1,134,134 Restricted for: Landfill closure and postclosure liability 17,719,325 - - 17,719,325 - Net OPEB RHIA asset 37,836 19,712 1,262 58,810 156,608 Unrestricted (15,671,578) 2,920,489 1,720,463 (11,030,626) (4,251,787) TOTAL NET POSITION 22,397,785$ 18,676,126$ 3,116,646$ 44,190,557$ (2,961,045)$ The notes to the financial statements are an integral part of this statement. Business-Type Activities - Enterprise Funds -62- Governmental Activities Fair and Expo Internal Solid Waste Center RV Park Total Service Funds OPERATING REVENUES Charges for services 17,380,055$ 5,330,890$ 526,442$ 23,237,387$ 52,969,365$ Total operating revenues 17,380,055 5,330,890 526,442 23,237,387 52,969,365 OPERATING EXPENSES Personnel 4,666,965 1,971,979 138,147 6,777,091 15,630,383 Materials and services 7,846,971 4,197,656 239,808 12,284,435 43,371,859 Landfill closure/postclosure care costs 3,784,979 - - 3,784,979 - Depreciation and amortization 2,746,065 706,302 105,998 3,558,365 409,308 Total operating expenses 19,044,980 6,875,937 483,953 26,404,870 59,411,550 Operating income (loss)(1,664,925) (1,545,047) 42,489 (3,167,483) (6,442,185) NONOPERATING REVENUES (EXPENSES) Grants - 53,167 - 53,167 - Investment earnings (losses)1,607,049 218,958 83,906 1,909,913 1,045,875 Interest expense (827,244) (7,126) (9,318) (843,688) (456) Gain (loss) on sale of assets (3,337) - - (3,337) - Total nonoperating revenues (expenses) 776,468 264,999 74,588 1,116,055 1,045,419 Income (loss) before transfers (888,457) (1,280,048) 117,077 (2,051,428) (5,396,766) TRANSFERS Transfers in - 1,647,348 231,564 1,878,912 868,407 Transfers out (13,962) (10,777) (51,564) (76,303) (703,217) Net other financing sources (uses)(13,962) 1,636,571 180,000 1,802,609 165,190 Change in net position (902,419) 356,523 297,077 (248,819) (5,231,576) Net position - beginning of year, as restated 23,300,204 18,319,603 2,819,569 44,439,376 2,270,531 Net position - end of year 22,397,785$ 18,676,126$ 3,116,646$ 44,190,557$ (2,961,045)$ The notes to the financial statements are an integral part of this statement. Business-Type Activities - Enterprise Funds Deschutes County, Oregon Proprietary Funds Statement of Revenues, Expenses, and Changes in Net Position For the Fiscal Year Ended June 30, 2024 -63- Governmental Activities Fair and Expo Internal Solid Waste Center RV Park Total Service Funds Receipts from customers 17,604,127$ 5,247,768$ 513,866$ 23,365,761$ 52,722,222$ Payments to employees (3,931,844) (1,755,754) (90,886) (5,778,484) (13,864,390) Payments to suppliers (6,934,442) (4,067,148) (237,742) (11,239,332) (41,832,780) Net cash provided (used) by operating activities 6,737,841 (575,134) 185,238 6,347,945 (2,974,948) Grants - 53,167 - 53,167 - Transfers in - 1,647,348 231,564 1,878,912 868,407 Transfers out (13,962) (10,777) (51,564) (76,303) (703,217) Net cash provided (used) by noncapital financing activities (13,962) 1,689,738 180,000 1,855,776 165,190 Acquisition and construction of capital assets (15,581,421) (573,592) (7,294) (16,162,307) (244,601) Principal paid on capital debt (1,318,175) (93,258) (212,878) (1,624,311) - Interest paid on capital debt (984,344) (6,882) (9,718) (1,000,944) - Payments for leases (2,870) (1,483) (364) (4,717) (14,838) Interest paid on leases (34) (83) (1) (118) (514) Payments for subscriptions - - - - (101,068) Due to other funds - - - - (129,811) Net cash provided (used) by capital and related financing activities (17,886,844) (675,298) (230,255) (18,792,397) (490,832) CASH FLOWS FROM INVESTING ACTIVITIES Sale (purchase) of investments 9,092,446 (480,429) (153,747) 8,458,270 2,437,221 Interest 848,841 136,585 50,973 1,036,399 596,967 Net cash provided (used) by investing activities 9,941,287 (343,844) (102,774) 9,494,669 3,034,188 Net increase (decrease) in cash and cash equivalents (1,221,678) 95,462 32,209 (1,094,007) (266,402) Balances - beginning of year 4,242,809 541,994 212,358 4,997,161 2,642,710 Balances - end of year 3,021,131$ 637,456$ 244,567$ 3,903,154$ 2,376,308$ Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) (1,664,925)$ (1,545,047)$ 42,489$ (3,167,483)$ (6,442,185)$ Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities: Amortization of deferred lease resources - - - - (199,126) Depreciation and amortization expense 2,746,065 706,302 105,998 3,558,365 409,308 Change in operating accruals: Receivables 224,072 40,119 - 264,191 11,868 Prepaid expenses and inventory - (95,358) (12,576) (107,934) (259,011) Accounts payable 912,529 130,508 2,066 1,045,103 1,371,305 Payroll liabilities 35,865 375 1,502 37,742 44,049 Claims payable - - - - 366,900 Unearned revenues - (27,883) - (27,883) - Compensated leave 143,764 33,257 4,332 181,353 342,608 Net OPEB RHIA asset (10,188) (3,960) (628) (14,776) (30,564) Net OPEB liability 112,353 25,809 10,761 148,923 183,196 Net pension liability 453,327 160,744 31,294 645,365 1,226,704 Accrued closure / postclosure 3,784,979 - - 3,784,979 - Net cash provided (used) by operating activities 6,737,841$ (575,134)$ 185,238$ 6,347,945$ (2,974,948)$ NONCASH INVESTING, CAPITAL, AND FINANCING ACTIVITIES Change in fair value of investments 771,231$ 74,269$ 29,941$ 875,441$ 722,009$ Lease receivable for deferred inflow of resources -$ -$ -$ -$ 374,633$ Subscription asset and liability -$ -$ -$ -$ 67,355$ Lease asset and liability -$ -$ -$ -$ 22,292$ The notes to the financial statements are an integral part of this statement. CASH FLOWS FROM OPERATING ACTIVITIES CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Business-Type Activities - Enterprise Funds Deschutes County, Oregon Proprietary Funds Statement of Cash Flows For the Fiscal Year Ended June 30, 2024 -64- Deschutes County, Oregon Statement of Fiduciary Net Position Fiduciary Funds June 30, 2024 Custodial Funds ASSETS Cash and cash equivalents 937,695$ Investments, at fair value; plus accrued interest 6,064,852 Taxes receivable for other governments 7,164,350 Accounts receivable 120,608 Notes receivable 858,565 Total assets 15,146,070 LIABILITIES Accounts payable 77,655 Deposits 3,372,665 Due to other governments 8,678,466 Total liabilities 12,128,786 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - land auction sales 858,565 Total deferred inflows of resources 858,565 NET POSITION Restricted for: Individuals, organizations, and other governments 2,218,677 Unrestricted (59,958) Total net position 2,158,719$ The notes to the financial statements are an integral part of this statement. -65- Statement of Changes in Fiduciary Net Position Fiduciary Funds Custodial Funds ADDITIONS Investment earnings Interest on land sale loans 41,552$ Net increase in fair value of investments 393,334 Property tax collections for other governments 508,358,494 Fines, forfeitures and penalties 1,202,495 Rents 36 Collections for services provided to other governments 108,606 Charges for services 3,048,918 Total additions 513,153,435 DEDUCTIONS Payment of property taxes to other governments 508,149,088 Payment of services to other governments 887,931 Public safety 3,965,577 Total deductions 513,002,596 Change in Fiduciary net position 150,839 Net position - beginning of year 2,007,880 Net position - end of year 2,158,719$ The notes to the financial statements are an integral part of this statement. For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -66- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – 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 five component units, entities for which the County is considered to be financially accountable and for which a financial benefit or burden exists. Blended component units, although legally separate entities, are, in substance, part of the County’s operations. The Board of County Commissioners is the governing body for each component unit. Following is a brief description of each blended component unit included within the reporting entity.  Countywide Law Enforcement District (District #1) – The district contracts with Deschutes County for law enforcement services that are provided to all County residents.  Rural Law Enforcement District (District #2) – The district contracts with Deschutes County for patrol services in those portions of Deschutes County not serviced by city or special district law enforcement departments.  Deschutes County 9-1-1 Service District – The district operates the County 9-1-1 call center.  Extension and 4-H Service District – The district provides resources for support staff and a program coordinator for Oregon State University Extension Service.  Deschutes County Road Agency – The Agency contracts with Deschutes County to provide road construction services in Deschutes County. The component units described above have been included in these financial statements. Each component unit’s individual audited financial statements are 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 administrative or financial control and the County does not have a financial benefit or burden due to these districts. These districts are autonomous Oregon municipal corporations and are not considered component units of Deschutes County. New Accounting Pronouncements During the fiscal year ended June 30, 2024, the County implemented GASB Statement No. 100, Accounting Changes and Error Corrections. This Statement’s primary objective is to enhance the accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. As a result, only presentation adjustments to the financial statements were necessary, and the adoption of this pronouncement had no effect on the net position, results of operations, or cash flows for the period. -67- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) GASB has issued the following pronouncements that may affect future financial position, results of operations, cash flows, or financial presentation of the County upon implementation. These pronouncements have not yet been implemented by the County: B. Government-wide and Fund Financial Statements The government-wide financial statements, consisting of the Statement of Net Position 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 are supported primarily 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. Indirect expenses, as charged by internal service funds, are included as part of the specific function or segment expenses as shown on the Statement of Activities. 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 included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds and fiduciary funds. Fiduciary funds are excluded from the government-wide financial statements. Major individual governmental and enterprise funds are reported in separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting and Financial Statement Presentation The accounting and financial reporting treatment is determined by the applicable measurement focus and basis of accounting. Measurement focus indicates the type of resources being measured such as current financial resources or economic resources. The basis of accounting indicates the timing of transactions or events for recognition in financial statements. GASB Fiscal Year Statement No. GASB Accounting Standard Effective 101 Compensated Absences 2025 102 Certain Risk Disclosures 2025 103 Financial Reporting Model Improvements 2026 104 Disclosure of Certain Capital Assets 2026 -68- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) The government-wide and proprietary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time the liabilities are incurred, regardless of when the related cash flows take place. Property taxes are recognized in the year for which they are levied. Non-exchange transactions, in which the County gives, or receives, value without directly receiving or giving equal value in exchange, include property taxes, grants, entitlements and donations. Revenue from grants and similar items are recognized in the fiscal year in which all eligibility requirements imposed by the provider have been satisfied. The governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized when both measurable and available. Revenues are considered to be available when they are collectible within the fiscal year or soon enough after to pay liabilities of the current fiscal year. For this purpose, the County considers revenues to be available if they are collected within 60 days of the end of the fiscal year. Expenditure-driven grants are recorded as revenue when the qualifying expenditures have been incurred and all other grant requirements have been met. Expenditures are generally recorded when a liability is incurred, as under accrual accounting. However, debt service, compensated absences, certain post-employment benefits, and claims and judgments expenditures are recorded at the time such payment is due. Capital asset transactions are reported as expenditures in governmental funds. Proceeds of general long-term debt and financing from leases are reported as other financing sources. Property taxes, transient room taxes, licenses and interest associated with the current fiscal year are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal year. Only the portion of special assessments receivable, due within the current fiscal year, is considered to be susceptible to accrual as revenue of the current fiscal year. All other revenue items are considered to be measurable and available only when cash is received by the County. Fiduciary funds, which are all custodial funds, utilize the accrual accounting method and the economic resources measurement focus. The accounts of the County are organized on a fund basis. A fund is an independent fiscal and accounting entity with a self-balancing set of accounts recording assets, deferred outflows of resources, liabilities, deferred inflows of resources, revenues and expenditures/expenses. Separate statements for each fund category, governmental, proprietary, or fiduciary, are presented. The County maintains certain additional sub-funds for its management needs. These sub-funds are combined into the appropriate fund for financial statement purposes as required by accounting principles generally accepted in the United States of America. -69- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Major Funds Governmental Funds – The County reports the following major governmental funds: Enterprise Funds – The County operates three enterprise activities, two of which have been determined to be major. Additionally, the County reports the following fund types: General Fund The financial resources of the general government are accounted for in the General Fund and in sub-funds of the General Fund, except those that are accounted for in another fund. The General Fund’s primary revenue sources are property taxes, Federal and State of Oregon payments and fees for services. The major expenditure category is general government services. Sheriff’s Office The revenues generated by Sheriff’s activities and payments received, pursuant to intergovernmental agreements with the Countywide Law Enforcement District and Rural Law Enforcement District, are accounted for in the Deschutes County Sheriff’s Fund. Activities of the Sheriff’s Office include corrections, patrol, investigations, records, search and rescue activities, court security, and administration. Countywide Law Enforcement District (District #1) Property taxes levied by the Countywide Law Enforcement District are accounted for in this fund. The expenditures are limited to payments made to Deschutes County, pursuant to an intergovernmental agreement, for countywide law enforcement services. Rural Law Enforcement District (District #2) Property taxes levied by the Rural Law Enforcement District are accounted for in this fund. The expenditures are limited to payments made to Deschutes County, pursuant to an intergovernmental agreement for patrol services in those portions of Deschutes County not served by city or special service district law enforcement departments. Road The financial resources, primarily Federal Forest Receipts, Federal Payment in Lieu of Taxes and State Motor Vehicle revenue, of the County’s Road Department are used for the building, repair and maintenance of the County’s roads, bridges, culverts, street lighting and drainage. Road Capital Improvement Plan (Road CIP) The financial resources, primarily transfers from the Road fund, are used for CIP projects on the County’s roads, bridges, culverts, street lighting and drainage. Health Services The financial resources, primarily fees for services and grants from the State of Oregon and federal government, are used to provide public and mental health services and counseling. American Rescue Plan Act (ARPA) The financial resources, $43 million in Federal funding, are used for COVID19 support, local fiscal recovery and other eligible causes. Campus Improvement The financial resources, primarily debt and grant revenues, are used for CIP projects for campus improvements. Solid Waste Accounts for the operations of the County’s landfill and transfer station sites. Fair & Expo Center Accounts for the operations of the County’s Fair & Expo Center, including the annual county fair. RV Park Accounts for the operation and maintenance of the County’s recreational vehicle park. Internal service funds Accounts for the facilities, administrative, county commission, finance, legal, personnel, information technology and insurance services provided to other County departments on a cost reimbursement basis. Custodial funds Accounts for various activities including the accumulation and distribution of property taxes, escrow for developers, funds prior to adjudication, inter-governmental law enforcement activities, justice court and various other collection and escrow activities. -70- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) 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. General revenues include all taxes and investment earnings (losses). 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 ongoing operations. The principal operating revenues of the RV Park, Solid Waste and Fair and Expo Center are payments received from third parties for services. Operating expenses for the enterprise funds and internal service funds include the cost of providing services, administrative expenses and depreciation and amortization on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. D. Budget Policy Budgets are prepared pursuant to Oregon Local Budget Law as adopted under Oregon Revised Statute Chapter 294. Any deviation between Oregon Local Budget Law and GAAP are treated as reconciling items on the budget to actual schedules. The County adopts annual budgets for each of its funds and sub-funds, as required by State law. The County does not prepare budgets for its fiduciary funds. The resolution, authorizing appropriations for each fund, sets the level by which expenditures cannot lawfully exceed appropriations. The levels of control established by the resolution are: program or organizational unit, debt service, transfers out, special payments, contingency and reserve for future expenditure. The County’s published budget contains more specific detailed information for the above-mentioned expenditure categories. Unexpected additional resources may be appropriated 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, Deferred Outflows/Inflows of Resources, and Net Position/Fund Balance 1. Cash and Cash Equivalents Cash and cash equivalents are considered to be cash on hand, demand deposits and short-term investments with original maturities of three months or less from date of acquisition. The cash balances of all funds, including the custodial 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, 2024, based on market prices and include accrued interest. Earnings on the pooled monies are apportioned and credited to each fund 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 uncollectible amounts. Notes receivable reported in governmental funds include loans that are not expected, or scheduled, to be collected in the subsequent year. -71- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) The County is responsible for the assessment, collection, and apportionment of property taxes for all taxing 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. Lease Receivables Lease receivables are recognized at the net present value of the lease payments expected to be received at a borrowing rate either explicitly described in the agreement or implicitly determined by the County, reduced by principal payments received. 4. Inventories and Prepaid Expenses Inventories are valued at cost using the first in/first out (FIFO) method. For governmental funds, purchases of inventory are recorded as expenditures when purchased. Inventories of governmental funds are reported as an asset with a corresponding offset to nonspendable fund balance. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as expenditures in governmental funds and as prepaid items in the government-wide and proprietary fund financial statements. 5. Capital Assets Capital assets, which include property, plant, equipment, infrastructure (e.g., roads, bridges, sidewalks and similar items) and intangible assets, are reported in the applicable governmental or business-type activities columns in the government-wide statement of net position. Capital assets are those assets with an initial individual cost of $5,000 or more and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost. The County reports infrastructure assets on a network and subsystem basis. The amounts spent for the construction or acquisition of infrastructure assets are capitalized and reported in the government-wide financial statements. General infrastructure assets (i.e., those reported by governmental activities) include all such items acquired or constructed in fiscal years ending after June 30, 1980. Historical cost was estimated by back trending (i.e., estimating the current replacement cost of the infrastructure to be capitalized and using an appropriate price-level index to deflate the cost to the acquisition year). The cost of repairs, maintenance and remodel that do not add to the value of the asset or materially extend asset lives are not capitalized. As required by Governmental Accounting Standards Board (GASB) 72, donated capital assets are recorded at acquisition value at the date of donation. -72- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Capital assets are depreciated using the straight-line method, using a half-year convention, over the following estimated useful lives: 6. Lease Assets Lease assets are assets which the County leases for a term of more than one year. The value of leases is determined by the net present value of the leases at the County’s incremental borrowing rate at the time of the lease agreement, amortized over the term of the agreement. 7. Subscription Assets Subscription assets are subscription-based information technology arrangements with a term of more than one year. The value of subscription assets is determined by the net present value of the subscription at the County’s incremental borrowing rate at the time of the license agreement, amortized over the term of the agreement. 8. Unearned revenues Unearned revenues will be recognized as revenue in the fiscal year earned in accordance with the accrual basis of accounting. Revenue is considered earned when measurable and all eligibility criteria are met. 9. Deferred Outflows/ Inflows of Resources The statement of net position includes separate sections for deferred outflows of resources and deferred inflows of resources. The separate financial statement element, deferred outflows of resources, represents a consumption of net assets that applies to future periods and will not be recognized as an outflow of resources (expense/expenditure) until then. The separate financial statement element, deferred inflows of resources, represents an acquisition of net assets that applies to future periods and will not be recognized as an inflow of resources (revenue) until then. Deferred inflows of resources are reported on the governmental funds balance sheets as a result of reporting using the modified accrual method. The government funds report unavailable revenues from five sources: property taxes, special assessments, services provided, contracts of sale, and leases. These amounts are deferred and recognized as an inflow of resources in the period the amounts become available. Years Buildings 30-60 Building improvements 10-15 Land improvements 10-30 Equipment and vehicles 2-20 Infrastructure 20-50 Intangibles 3-10 Assets -73- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) 10. 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, and family emergency), compensatory time and sick leave. Except in the two cases 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 any sick leave earned, and (2) employees who are members of the Public Works union receive one-half of any 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 statement of net position and the government-wide statement of net position. 11. Pension Plan For purposes of measuring the net pension asset/liability and pension expense, information about the fiduciary net position of the Oregon Public Employee Retirement System cost-sharing multiple-employer defined benefit pension plan (benefit plan) and additions to/deductions from the benefit plan’s fiduciary net position have been determined on the same basis as they are reported by the benefit plan. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. 12. Other Post-Employment Benefits Other Than Pensions (OPEB) (Asset)/Liability For purposes of measuring the net OPEB liability, deferred outflows of resources and deferred inflows of resources related to OPEB and the OPEB expense information about the fiduciary net position of the County's Retiree Health Plan (the Plan) and additions to/deductions from the Plan's fiduciary net position have been determined on the same basis as they are reported by the Plan. For this purpose, the Plan recognizes benefit payments when due and payable in accordance with the benefit terms. 13. Total OPEB (Asset)/Liability The total OPEB asset or liability is reported as non-current asset or as non-current liability, as applicable, in the proprietary statement of net position and in the government-wide statement of net position. The asset or liability reflects the present value of expected future payments. 14. Long-Term Obligations Long-term debt and other long-term obligations are reported as liabilities in the government-wide statement of net position in the applicable governmental activities and business-type activities columns and in the proprietary funds statement of net position. Bond premiums and bond discounts are amortized over the life of the bonds using the straight-line method. -74- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) 15. Leases and Subscriptions Payable In the government-wide financial statements, leases and subscriptions payable are reported as liabilities in the Statement of Net Position. In the governmental fund financial statements, the present value of lease and subscription payments are reported as other financing sources. 16. Net Position Net position represents the difference between assets plus deferred outflows of resources less liabilities and deferred inflows of resources. The County reports the following subcategories of net position:  Net investment in capital assets – represents the difference between capital assets less accumulated depreciation and amortization, deferred outflows of resources, and the outstanding balance of debt (excluding unexpended proceeds).  Restricted net positions are reported as restricted when there are limitations imposed on their use either through enabling legislation adopted by the County or through external restrictions imposed by creditors, grantors, laws, or regulations of other governments. The following are major classes of restricted net positions:  Capital projects – Represents funds legally restricted by debt covenants for the acquisition, construction, or improvement of specified capital assets.  Debt service – Represents funds legally restricted by Oregon statute for payment of principal and interest on outstanding general obligation and limited tax bonds.  Public safety – Represents funds generated through voter approved property taxes for countywide law enforcement services, patrol services, and emergency call center operations.  County road – Represents funds generated by fuel tax and related revenues legally restricted by Oregon statute for road and road related projects.  Health and welfare – Represents funds generated by grant revenues restricted to approved activities.  Landfill closure and postclosure liability – Represents the County’s environmental obligations derived from the Knott landfill closure and post-closure maintenance cost estimates.  Unrestricted represents all other net positions that are not restricted and do not meet the definition of net investment in capital assets. -75- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) 17. Fund Balance Reporting The County reports its governmental fund balances in accordance with GASB 54, Fund Balance Reporting and Governmental Fund Type Definitions. Under GASB 54, fund balances are required to be reported according to the following classifications:  Nonspendable fund balance – Includes amounts that cannot be spent because they are either not in spendable form, or, for legal or contractual reasons, must be kept intact. This classification includes inventories, prepaid amounts, assets held for sale and the General Fund’s long-term receivables.  Restricted fund balance – Constraints placed on the use of these resources are either externally imposed by creditors (such as through debt covenants), grantors, contributors or other governments; or are imposed by law (through constitutional provisions or enabling legislation). This classification includes the long-term receivables of the special revenue funds.  Committed fund balance – Amounts that can be used only for specific purposes because of a resolution approved by the County’s highest level of decision-making authority, the Board of County Commissioners. Such constraint remains legally binding unless removed in the same manner.  Assigned fund balance – Amounts that are constrained by the County’s intent to be used for specific purposes, but that do not meet the criteria to be classified as restricted or committed. Intent is stipulated by the Board of County Commissioners or the department head with budgetary responsibility for such fund. This policy is established by the Financial Policies approved by the Board of County Commissioners on December 15, 2014.  Unassigned fund balance – The residual classification of the General Fund. Only the General Fund reports a positive unassigned fund balance. A negative balance must be reported in this classification for governmental funds, other than the General Fund, as the result of overspending for specific purposes for which amounts had been restricted, committed or assigned. The County reduces restricted amounts first, if any, when expenditures are incurred for purposes for which restricted and unrestricted (committed, assigned, or unassigned) amounts are available. The County next reduces committed amounts, followed by assigned amounts then unassigned amounts when expenditures are incurred for purposes for which amounts in any of those restricted fund balance classifications could be used. Sometimes the County will fund outlays for a particular purpose from both restricted (e.g., restricted bond or grant proceeds) and unrestricted resources. In order to calculate the amounts to report as restricted – net position and unrestricted – net position in the government-wide and proprietary fund financial statements, a flow assumption must be made about the order in which the resources are considered to be applied. It is the County’s policy to consider restricted–net position to have been depleted before unrestricted–net position is applied. 18. Use of Estimates The preparation of the financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results could differ from those estimates. -76- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 2 – STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY A. Budgetary Information On an annual basis, County department personnel submit budgets to the Budget Officer for each fund for which they are responsible. The Budget Officer is appointed by the Board of County Commissioners. Based on the budgets submitted by County department personnel, the Budget Officer prepares the proposed budget, by fund, department, program, category and line item. The proposed budget includes information on the prior two years’ actual revenues and expenditures, the current year budget and estimated resources and requested appropriations of such resources for the ensuing year. The proposed budget is presented by the Budget Officer to the Budget Committee for approval. The Budget Committee holds public meetings and may make changes to the proposed budget. The Budget Committee submits the approved budget to the governing body of the County for adoption. 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 to 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, unlawful to overspend a category of appropriation. In accordance with State statutes, appropriations are approved before the beginning of the fiscal year and lapse at June 30 of the year of appropriation. Encumbrances are not reported in the financial statements. B. Funds with Negative Fund Balances/ Negative Net Position Negative fund balance is reported in one Special Revenue Fund:  Justice Court: $212 Negative net position is reported in seven of the Internal Service Funds:  Facilities: $1,335,614  Administrative Services: $1,442,715  Board of County Commissioners: $234,715  Finance: $633,503  Legal: $1,406,838  Human Resources: $1,221,151  Information Technology: $2,816,678 For each of these funds, the negative net position balances are due to (1) noncurrent liabilities for compensated absences, (2) total OPEB liability and (3) net pension liability and deferred inflows of resources related to the defined benefit plan. It will be necessary to expend future resources to satisfy the noncurrent liabilities. The amortization in future periods of the deferred inflows of resources will increase net position. -77- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS A. Cash and Cash Equivalents Custodial Credit Risk Custodial credit risk is the risk that in the event of a bank failure, the County’s deposits may not be returned. State statutes require that all bank deposits in excess of the Federal Deposit Insurance Corporation (FDIC) insurance amounts be collateralized through the Oregon State Treasurer’s Public Funds Collateralization Program. This program provides a structure for specified depositories to participate in a shared liability collateral pool. Securities pledged by individual institutions may range from 10% to 110% of public fund deposits depending on the financial institution’s level of capitalization as determined by its federal regulatory authority. The securities pledged are designated as subject to the Pledge Agreement between the depository bank, custodian bank and Office of the State Treasurer (OST) and are held for the benefit of OST on behalf of the public depositors. The County’s funds were held by financial institutions that participated in the State Treasurer’s program and were in compliance with statutory requirements. At June 30, 2024, the County had the following bank balances: The amounts above include the County’s investments in certificates of deposit and money market funds, which are reported as investments on the Statement of Net Position. B. Investments As of June 30, 2024, the County had the following investments and maturities: Insured (FDIC)251,587$ Collateralized by securities held by the pledging financial institution in the financial institution's name 32,918,061 Total 33,169,648$ Investment Type Fair Value Federal agency securities 195,446,613$ 365 Corporate notes 30,752,934 487 Municipal bonds 25,087,204 494 Certificates of Deposit 1,239,424 401 Total fair value 252,526,175 Portfolio weighted average maturity 393 Accrued interest 1,533,242 Investments, at fair value; plus accrued interest 254,059,417$ Weighted Average Maturity (Days) -78- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Credit Risk Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligation. 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 by the County Commissioners and specifies the County’s investment objectives, required diversification, certain limitations and reporting requirements. The County’s investments in certain types of securities are required to be rated by nationally recognized statistical rating organizations. Commercial paper and corporate bonds must be rated at least A1/P1/F1 or A2/A/A respectively by at least two nationally recognized statistical rating organizations. State and Municipal securities are required to be rated at least Aa3/AA-/AA-. As of June 30, 2024, the County’s investments in corporate bonds were rated A3 to Aaa and its state and municipal securities were rated Aa3 to Aaa. United States Government agencies and instrumentalities that are only implicitly guaranteed by the United States were rated AAA. Certain agency and treasury securities are either principal or interest coupons stripped from otherwise rated securities. Custodial Credit Risk Custodial credit risk is the risk that, in the event of the failure of the counterparty to a transaction, the government will not be able to recover the value of an investment or collateral securities in the possession of an outside party. The County’s investment policy requires that the custodian provide annual financial statements, provide proof of its employees to act in this capacity and subject itself to the County’s annual evaluation of the firm’s creditworthiness. Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of a government’s investment in a single issuer. The County’s investment policy provides that the maximum that may be invested in any one issuer, as a percentage of total investments, is 100% for US Treasury, 100% for US Government agencies and 33% in any single government sponsored enterprise, $59,847,000 in the State of Oregon Investment Pool (the maximum imposed by state statute), 50% in Certificates of Deposit, 25% for Bankers’ Acceptances, 25% for Commercial paper and Corporate notes and 5% in any one corporation, subsidiaries or affiliates, 25% for State and Local Government Securities. On June 30, 2024, the County did not hold investments with any one issuer that exceeded these limits. Foreign Currency Risk The County’s investment policy prohibits investments that are not U.S. dollar-denominated; therefore, the County is not exposed to this risk. -79- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Local Government Investment Pool The Local Government Investment Pool (LGIP) is included in the Oregon Short-Term Fund (OSTF), which was established by the State Treasurer. OSTF is not subject to SEC regulation. OSTF is subject to requirements established in Oregon Revised Statutes, investment policies adopted by the Oregon Investment Council, and portfolio guidelines established by the Oregon Short-Term Fund Board. The Governor appoints the members of the Oregon Investment Council and the Oregon Short-Term Fund Board. The LGIP is an open-ended, no-load diversified portfolio offered to eligible participants who by law are made custodian of, or have control over, any public funds. The OSTF (including LGIP) are not rated by the credit rating agencies; however, it does target a composite rating of AA (S&P) for its holdings. At June 30, 2024, the fair value of the County’s position in the pool is the same as the value of the pool shares, which approximates cost; and the composite credit rating of the OSTF's holdings on June 30, 2024, was AA (S&P). The County’s participation in LGIP is voluntary. Weighted average maturity is 393 days. Summary of Carrying Amounts The carrying amounts of the County’s deposits and investments shown above are included in the following financial statements at June 30, 2024, as follows: Reconciliation of deposits and investments to the Statement of Net Position and Statement of Net Position - Fiduciary Funds Total Deposits 39,295,378$ Total Investments, at fair value plus accrued interest 254,059,417 293,354,795$ Included in the following captions: Statement of Net Position Total Cash and Cash Equivalents 38,357,683$ Total Investments, at fair value plus accrued interest 247,994,565 Total Statement of Net Position 286,352,248 Statement of Net Position - Fiduciary Funds Total Cash and Equivalents 937,695 Total Investments, at fair value plus accrued interest 6,064,852 Total Fiduciary Funds 7,002,547 Total cash and cash equivalents and investments 293,354,795$ -80- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) GASB 72, Fair Value Measurement and Application, specifies a hierarchy of valuation classifications based on whether the inputs to the valuation techniques used in each valuation classification are observable or unobservable. These classifications are summarized in three broad levels listed below:  Level 1 – Unadjusted quoted prices for identical instruments in active markets.  Level 2 – Inputs other than quoted prices included within Level 1 that are observable for the asset or liability either directly or indirectly, including quoted prices for similar assets or liabilities in markets that are active, quoted prices for identical or similar assets or liabilities in markets that are not active, inputs other than quoted prices that are observable for the assets or liabilities (such as exchange rates, financing terms, interest rates, yield curves, volatilities, prepayment speeds, loss severities, credit risk and default rates).  Level 3 – Valuations derived from valuation techniques in which significant inputs or significant valuation drivers are unobservable. Federal Agency Securities, Corporate Notes, Municipal Bonds, and Certificates of Deposit are categorized as Level 2 based upon a matrix pricing technique that values securities based on their relationship to benchmark quoted prices. Quoted Prices in Other Observable Unobservable Active Markets Inputs Inputs Total (Level 1)(Level 2)(Level 3) As of June 30, 2024 Federal Agency Securities 195,446,613$ -$ 195,446,613$ -$ Corporate Notes 30,752,934 - 30,752,934 - Municipal Bonds 25,087,204 - 25,087,204 - Certificates of Deposit 1,239,424 - 1,239,424 - Total investments 252,526,175$ -$ 252,526,175$ -$ -81- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) C. Receivables Summary of Receivables Receivables, as of year-end, for the major funds and the nonmajor funds and internal service funds, in the aggregate, including the applicable allowances for uncollectible accounts are as follows: As of June 30, 2024, $712,386, net of allowance for uncollectible amounts of $613,233, was due from unpaid health- services billings provided in the Health Services major fund. Accounts receivable for outstanding traffic fines and violations in the custodial fund have not been accrued and are considered uncollectible. Notes, Contracts, and Assessments Receivable The County holds promissory notes as a result of its lending and real estate sale activities. Loans are made to not- for-profit entities and bear interest at rates from 0.0% to 6.5%. Sales of real property have been financed by the County and these interest-bearing notes are amortized over periods ranging from ten to twenty years. Interest rates are fixed at the time of the initial transaction at then prevailing rates. As of June 30, 2024:  $128,867 was due from contracts from sales of real property  $51,565 was due from economic development loans, net of allowance for uncollectible amounts of $51,500  $296,026 was due from lending activities Assessments are due from property owners as part of a local improvement district. Each contract calls for semi- annual payments which amortizes the loan over 10 years. Prepayment, without penalty, is allowed. Payment is normally made in full in the event of sale of property or re-financing of the property. As of June 30, 2024, $87,498 was due from local improvement district assessments. Property Taxes Receivable Transient Room Taxes Receivable Accounts Receivable Lease Receivable Notes, Contracts, & Assessments Receivable Total Receivables General Fund 710,892$ -$ 843,004$ 700,931$ 280,432$ 2,535,259$ Sheriff's Office - - 888,963 - - 888,963 Countywide LED 645,441 - - - - 645,441 Rural LED 265,032 - - - - 265,032 Road - - 83,596 - 263,228 346,824 Road CIP - - 563,855 - - 563,855 Health Services - - 9,769,895 - - 9,769,895 Solid Waste - - 952,806 - - 952,806 Fair & Expo - - 98,137 - - 98,137 Nonmajor Gov't 211,695 1,547,199 1,519,123 854,954 20,296 4,153,267 Internal Service Funds - - 1,073,080 318,451 - 1,391,531 Total 1,833,060$ 1,547,199$ 15,792,459$ 1,874,336$ 563,956$ 21,611,010$ -82- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Lease Receivables During the year ended June 30, 2024, the County had eleven lease receivables in which it was acting as lessor. Under GASB 87, an implicit interest rate is calculated for each individual lease using the internal rate of return method. The present value of the leases are aggregated on a fund basis. All funds record lessee receivables on the fund level Statement of Net Position (Balance Sheet for the governmental funds) and are rolled into the government-wide Statement of Net Position. Amount June 30, 2023 Increases Decreases June 30, 2024 Governmental Activities: 611,284$ 461,444$ -$ (78,250)$ 383,194$ 800,258 459,177 - (179,243) 279,934 2,793,042 1,439,875 - (708,562) 731,313 10,476 10,476 - (5,147) 5,329 73,668 15,185 - (15,185) - 14,752 3,562 - (3,562) - 14,456 3,562 - (3,562) - 152,536 - 152,536 (13,816) 138,720 32,768 - 32,768 (2,102) 30,666 17,833 - 17,833 (4,380) 13,453 377,033 - 377,033 (85,306) 291,727 4,898,106$ 2,393,281$ 580,170$ (1,099,115)$ 1,874,336$ Building lease; interest at 0.727%, principal and interest of 2,391 monthly, terminated December 2023 Building lease; interest at 0.624%, principal and interest of 825 monthly, terminated December 2023 Building lease; interest at 0.624%, principal and interest of 825 monthly, terminated December 2023 Building lease; interest at 2.312%, principal and interest of 2,356 monthly, due 2029 Building lease; interest at 3.432%, principal and interest of 175 monthly, due 2038 Building lease; interest at 2.786%, principal and interest of 4,380 annually, due 2027 Building lease; interest at 2.786%, principal and interest of 7,820 monthly, due 2027 Land lease; interest at 0.514%, principal and interest of 432 monthly, due 2025 Building lease; interest at 1.451%, principal and interest of 6,763 monthly, due 2029 Building lease; interest at 0.893%, principal and interest of 14,306 monthly, due 2026 Building lease; interest at 0.893%, principal and interest of 57,244 monthly, due 2025 -83- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Future maturities are as follows: D. Deferred Outflow of Resources Deferred outflows, Debt refunding – The difference between the carrying value of refunded debt and its reacquisition price was deferred and is amortized on the straight-line basis over the period benefited. Deferred outflows, Net pension liability – Defined Benefit Pension and OPEB plans contributions made to OPERS during the year ended June 30, 2024, and other items related to the County defined benefit pension plans that have been classified as a deferred outflow of resources. Deferred outflows, OPEB RHIA asset and County Plan liability – The contributions made to OPERS for its other post- employment RHIA component during the year ended June 30, 2024, and other items related to the County OPEB RHIA plan that have been classified as a deferred outflow of resources. Fiscal Year Principal Interest 2025 1,126,786$ 21,649$ 2026 309,747 11,977 2027 225,414 6,859 2028 119,732 3,134 2029 69,003 1,228 2030 - 2034 11,039 3,365 2035 - 2038 12,615 1,124 Total 1,874,336$ 49,336$ Governmental Activities -84- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Deferred Outflows of Resources Governmental Activities Business-Type Activities Total Deferred outflows - Refunding: County buildings (FF&C 2019 and FF&C 2021) 564,710$ 143,751$ 708,461$ Total deferred outflows - refunding 564,710 143,751 708,461 Deferred outflows - Defined Benefit Pension Plan: Contributions subsequent to the measurement date 18,833,525 560,265 19,393,790 Differences between expected and actual experience 6,783,724 201,805 6,985,529 Changes in proportionate share 12,445,301 370,228 12,815,529 Net difference between projected and actual earnings on investments 2,493,326 74,173 2,567,499 Changes of assumptions 12,322,870 366,585 12,689,455 Differences between employer contribution and employer's proportionate share of system contributions 3,331,384 99,103 3,430,487 Total deferred outflows - pension 56,210,130 1,672,159 57,882,289 Deferred outflows - OPEB County Plan: Differences between expected and actual experience 2,218,570 65,998 2,284,568 Changes of assumption or other inputs 2,046,224 60,871 2,107,095 Total deferred outflows - OPEB County Plan 4,264,794 126,869 4,391,663 Deferred outflows - OPEB RHIA: Contributions subsequent to the measurement date 2,807 84 2,891 Changes of assumptions or other inputs 5,606 167 5,773 Changes in proportionate share 33,547 997 34,544 Total deferred outflows - OPEB RHIA 41,960 1,248 43,208 Total deferred outflows of resources 61,081,594$ 1,944,027$ 63,025,621$ -85- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) E. Capital Assets Capital asset activity for the year ended June 30, 2024, was as follows: June 30, 2023 Increases Decreases Transfers June 30, 2024 Governmental Activities: Capital assets, not being depreciated or amortized: Land 13,602,544$ -$ -$ 440,004$ 14,042,548$ Construction in progress 33,858,864 29,198,075 - (39,064,153) 23,992,786 Total capital assets, not being depreciated or amortized 47,461,408 29,198,075 - (38,624,149) 38,035,334 Capital assets, being depreciated or amortized: Right-to-use lease land 235,937 - - - 235,937 Buildings and improvements 103,081,456 350,686 (134,492) 13,864,801 117,162,451 Lease buildings 1,678,226 3,965,536 (64,588) - 5,579,174 Land improvements 5,491,713 178,436 - 156,621 5,826,770 Equipment 34,382,151 2,007,141 (751,252) 136,733 35,774,773 Lease equipment 451,834 269,881 (132,870) - 588,845 Vehicles 16,781,894 2,594,939 (487,964) (23,889) 18,864,980 Lease vehicles 65,436 1,111,644 - - 1,177,080 Infrastructure 142,791,078 - - 24,163,493 166,954,571 Lease infrastructure 1,323,358 408,945 (47,167) - 1,685,136 Intangible assets 6,496,941 - (462,780) 117,899 6,152,060 Subscription assets 2,218,507 317,881 (52,139) - 2,484,249 Total capital assets, being depreciated or amortized 314,998,531 11,205,089 (2,133,252) 38,415,658 362,486,026 Accumulated depreciation and amortization: Right-to-use lease land (10,035) (9,508) - - (19,543) Buildings and improvements (43,726,388) (2,562,568) 4,787 - (46,284,169) Lease buildings (442,418) (407,785) 64,588 - (785,615) Land improvements (3,967,603) (192,706) - - (4,160,309) Equipment (21,149,561) (2,457,229) 743,943 184,602 (22,678,245) Lease equipment (243,474) (155,873) 132,870 - (266,477) Vehicles (9,473,656) (1,687,615) 470,443 17,916 (10,672,912) Lease vehicles (12,760) (213,921) - - (226,681) Infrastructure (87,176,352) (5,724,537) - - (92,900,889) Lease infrastructure (215,940) (132,296) 47,167 - (301,069) Intangible assets (5,265,114) (449,565) 462,780 - (5,251,899) Subscription assets (251,525) (431,656) 52,139 - (631,042) Total accumulated depreciation and amortization (171,934,826) (14,425,259) 1,978,717 202,518 (184,178,850) Total capital assets, being depreciated and amortized, net 143,063,705 (3,220,170) (154,535) 38,618,176 178,307,176 Governmental activities capital assets, net 190,525,113$ 25,977,905$ (154,535)$ (5,973)$ 216,342,510$ -86- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) June 30, 2023 Increases Decreases Transfers June 30, 2024 Business-type activities: Capital assets, not being depreciated or amortized: Land 1,924,037$ -$ -$ -$ 1,924,037$ Construction in progress 12,343,182 8,348,295 - - 20,691,477 Total capital assets, not being depreciated or amortized 14,267,219 8,348,295 - - 22,615,514 Capital assets, being depreciated or amortized: Buildings and improvements 32,495,081 493,646 - - 32,988,727 Land improvements 48,839,452 171,080 - - 49,010,532 Equipment 9,216,440 766,107 (70,772) 184,602 10,096,377 Lease equipment 18,022 - (1,328) - 16,694 Vehicles 590,180 154,112 (22,246) 23,889 745,935 Infrastructure - 6,223,456 - - 6,223,456 Intangible assets 123,595 - - - 123,595 Total capital assets, being depreciated or amortized 91,282,770 7,808,401 (94,346) 208,491 99,205,316 Accumulated depreciation and amortization: Buildings and improvements (14,495,162) (747,879) - - (15,243,041) Land improvements (32,046,293) (1,878,898) - - (33,925,191) Equipment (5,997,268) (562,599) 70,410 (184,602) (6,674,059) Lease equipment (8,549) (4,714) 1,328 - (11,935) Vehicles (373,851) (46,744) 18,909 (17,916) (419,602) Infrastructure - (311,173) - - (311,173) Intangible assets (107,342) (6,358) - - (113,700) Total accumulated depreciation and amortization (53,028,465) (3,558,365) 90,647 (202,518) (56,698,701) Total capital assets, being depreciated and amortized, net 38,254,305 4,250,036 (3,699) 5,973 42,506,615 Business-type activities capital assets, net 52,521,524$ 12,598,331$ (3,699)$ 5,973$ 65,122,129$ -87- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Depreciation and amortization expense was charged to functions/programs of the primary government as follows: F. Interfund Activity Interfund activity for the year ended June 30, 2024, was as follows: Governmental activities: General government 2,064,562$ Public safety 4,343,373 County roads 6,687,323 Health and welfare 920,693 14,015,951 Capital assets held by the government's internal service funds are charged to the various functions based on their usage of the assets 409,308 Total depreciation and amortization expense - governmental activities 14,425,259$ Business-type activities: Solid Waste 2,746,065$ Fair & Expo Center 706,302 RV Park 105,998 Total depreciation and amortization expense - business-type activities 3,558,365$ Transfers In General Fund Sheriff's Office Road CIP Health Services Campus Improvement Nonmajor Gov't Internal Service Fair & Expo Center RV Park Total Transfers Out General Fund -$ -$ -$ 6,050,314$ 190,795$ 2,587,059$ 726,069$ -$ -$ 9,554,237$ Sheriff's Office 6,500 - - - - 264,358 - - - 270,858 Road - - 10,000,000 - - - - - - 10,000,000 Health Services 496,174 - - - 381,749 - - - - 877,923 ARPA 400,000 400,000 Solid Waste 13,962 - - - - - - - - 13,962 Fair & Expo 10,777 - - - - - - - - 10,777 Nonmajor Gov't 1,194,648 3,651,787 2,500,000 368,417 - 5,695,737 - 1,647,348 180,000 15,237,937 Internal Service Funds 560,879 - - - - - 142,338 - - 703,217 Total 2,682,940$ 3,651,787$ 12,500,000$ 6,418,731$ 572,544$ 8,547,154$ 868,407$ 1,647,348$ 180,000$ 37,068,911$ -88- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Interfund transfers are utilized for the following purposes:  Certain special revenue funds and internal service funds require additional resources from the General Fund to fund operations  The non-major debt service fund requires transfers from operating funds to meet annual debt service requirements  Resources are transferred from some operating funds to the vehicle replacement reserve fund (a sub-fund of the General Fund)  RV Park requires additional resources from a special revenue fund to meet its debt service requirements  Resources are transferred to reserve funds and capital project funds when sufficient resources are available. G. Noncurrent Liabilities The County has issued Full Faith & Credit Bonds, Limited Tax Bonds and Notes, for both governmental and business-type activities, to provide funds for the acquisition and construction of major capital facilities, to acquire personal property and to fund the pension liability. The current legal debt limit for the year ended June 30, 2024, is $1,611,419,000 for general obligation bonds and $761,102,000 for full faith and credit bonds. Additional information on debt limitations can be found in the Debt Capacity portion of the Statistical Section. The County’s June 30, 2024, balances on direct borrowings related to governmental activities and business-type activities are $232,646 and $2,107,154, respectively. The direct borrowings are secured by the full faith and credit and taxing power of the County. Whereas the lender may exercise any remedy in the event of default, the financing agreement is not subject to acceleration. The County has no other direct borrowing arrangements, including no lines of credit. Full Faith & Credit Obligation and Limited Tax bonds are direct obligations and pledge the full faith and credit of the County. These are serial bonds with original terms ranging from 20 years to 30 years with increasing amounts of principal maturing each year. Full Faith & Credit Obligation, Limited Tax bonds and Notes currently outstanding are as follows: Balance at Purpose Interest Rates June 30, 2024 Governmental activities: Bonds 2.00% - 6.85%41,636,873$ Notes payable 1.99% - 2.49%232,646 Premiums (discounts) 2,970,043 44,839,562 Business-Type activities: Bonds 1.68% - 4.00%20,338,127 Notes payable 1.68% - 2.49%2,107,154 Premiums (discounts) 2,899,066 25,344,347 Bonds and notes payable (net of premiums and discounts) 70,183,909$ -89- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Debt Service Requirements Debt service requirements on the County bonds and notes as of June 30, 2024, are as follows: Principal Interest Principal Interest Fiscal Year 2025 3,315,704$ 1,782,588$ 232,646$ 2,896$ 2026 4,180,414 1,646,361 - - 2027 4,447,240 1,454,112 - - 2028 3,754,066 1,246,386 - - 2029 2,104,834 1,085,147 - - 2030-2034 10,419,615 4,388,038 - - 2035-2039 6,920,000 2,646,750 - - 2040-2044 6,495,000 1,006,000 - - Total 41,636,873$ 15,255,382$ 232,646$ 2,896$ Principal Interest Principal Interest Fiscal Year 2025 859,296$ 919,152$ 814,254$ 34,998$ 2026 889,586 886,176 642,700 21,839 2027 927,760 851,891 650,200 10,784 2028 960,934 815,811 - - 2029 1,000,166 778,179 - - 2030-2034 5,315,385 3,264,033 - - 2035-2039 5,205,000 2,101,250 - - 2040-2044 5,180,000 663,250 - - Total 20,338,127$ 10,279,742$ 2,107,154$ 67,621$ Bonds Bonds Notes from Direct Borrowings Governmental Activities Notes from Direct Borrowings Business-Type Activities -90- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Debt Issuance During December 2023, the County entered into Full Faith and Credit Financing Agreement, Series 2024 for the expansion of the Deschutes County Courthouse (par of $18,700,000) and refunding of Series 2013 (par of $5,395,000). Bond proceeds totaled $26,592,687, par amount of $24,095,000, true interest costs of 3.86%, and maturity date of June 30, 2044. County contributions included $42,430 for underwriter’s discount and $122,740 for costs of issuance. The refunding was initiated to pursue cost savings in relation to the favorable interest rates currently available. Date Prior Debt Service Refunding Debt Service Cash Flow Savings Present Value of Cash Flow Savings 6/30/2024 420,193$ 406,878$ 13,315$ 13,089$ 6/30/2025 543,581 516,000 27,581 26,054 6/30/2026 546,381 518,000 28,381 25,910 6/30/2027 543,581 519,250 24,331 21,448 6/30/2028 545,381 514,750 30,631 26,124 6/30/2029 546,581 514,750 31,831 26,238 6/30/2030 547,181 519,000 28,181 22,440 6/30/2031 547,181 517,250 29,931 23,041 6/30/2032 546,581 519,750 26,831 19,959 6/30/2033 544,875 516,250 28,625 20,585 6/30/2034 542,550 517,000 25,550 17,757 6/30/2035 542,975 516,750 26,225 17,612 6/30/2036 547,500 515,500 32,000 20,769 6/30/2037 545,900 518,250 27,650 17,338 6/30/2038 543,400 519,750 23,650 14,330 8,053,841$ 7,649,128$ 404,713$ 312,694$ Savings PV date 12/5/2023 Savings PV date 3.4845484% PV of savings from cash flow 312,694$ Plus: Refunding funds on hand 3,712 Net PV Savings 316,406$ Savings Summary -91- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Changes in Non-Current Liabilities Changes in non-current liabilities, other than those for Other Post-Employment Benefits and Net Pension Liability, for the year ended June 30, 2024, are as follows: June 30, 2023 Increases Decreases June 30, 2024 Due Within One Year Governmental activities: Claims Internal service funds 7,963,536$ 27,808,283$ (27,441,383)$ 8,330,436$ 4,954,218$ Lease payable Governmental funds 2,818,976 5,732,447 (854,354) 7,697,069 856,110 Internal service funds 16,098 23,563 (14,838) 24,823 12,172 Subscription liabilities Governmental funds 1,079,798 241,427 (252,990) 1,068,235 255,505 Internal service funds 198,184 67,355 (101,068) 164,471 80,646 Pension obligation bonds 5,830,000 - (1,170,000) 4,660,000 700,000 Full faith & credit obligations 20,831,808 24,095,000 (7,949,935) 36,976,873 2,615,704 Unamortized prem / (disc)659,696 2,497,687 (187,340) 2,970,043 239,376 Direct borrowings 458,600 - (225,954) 232,646 232,646 Compensated absences Governmental funds 10,904,767 13,743,852 (11,821,034) 12,827,585 11,801,378 Internal service funds 1,223,032 1,317,434 (974,826) 1,565,640 1,440,389 51,984,495$ 75,527,048$ (50,993,722)$ 76,517,821$ 23,188,144$ Business-type activities: Lease payable 9,570$ -$ (4,717)$ 4,853$ 3,688$ Full faith & credit obligations 21,163,192 - (825,065) 20,338,127 859,296 Unamortized prem / (disc)3,068,601 2,986,855 (3,156,390) 2,899,066 169,535 Direct borrowings 2,906,400 - (799,246) 2,107,154 814,254 Compensated absences 398,034 518,895 (337,542) 579,387 533,036 Landfill closure and postclosure 13,934,346 3,784,979 - 17,719,325 - 41,480,143$ 7,290,729$ (5,122,960)$ 43,647,912$ 2,379,809$ -92- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) During FY 2024, paid compensated leave was as follows: The claims liability is reported in two of the County’s internal service funds, Insurance and Health Benefits. The liability will be liquidated with resources in these funds. The resources to retire the pension obligation bonds are provided by charges to those operating departments with personnel. In FY 2024, Sheriff, Health Services, General Fund and sub funds, Internal Service Funds, DC 9-1-1 and Road provided 27%, 29%, 13%, 8%, 5% and 5%, respectively. The remaining 13% is provided by other governmental and proprietary funds. The full faith and credit obligations and direct borrowings are liquidated by third party rents, charges to departments occupying various buildings and general fund transfers. Pension and Other Postemployment Benefits Liabilities The General Fund, Sheriff, Road, Health Services, ARPA, other governmental funds and internal service funds are typically used to liquidate pension and other postemployment benefits liabilities. See Note 4C – Participation in Public Employees Retirement System and Note 4D – Other Post-Employment Benefits for additional information. Leases Payable The County is committed under various leases for buildings, equipment, infrastructure (9-1-1 radio towers) and land. As of June 30, 2024, the County has 78 financing leases in which it is acting as the Lessee. Under GASB 87, an implicit rate is calculated for each individual lease using the internal rate of return method. That method measures cash flow, beginning fair value, and projected ending fair value of the underlying asset. The present value of leases is aggregated on a fund basis. For governmental funds, lessee leases are only presented in the Government-Wide Statement of Net Position. For proprietary funds, lessee leases are presented in the Proprietary Funds Statement of Net Position and in the Government-Wide Statement of Net Position. Health Services 4,036,617$ Sheriff's Office 3,152,351 General Fund 1,221,687 Internal Service Funds 974,826 Deschutes County 9-1-1 800,506 Juvenile Community Justice 666,698 Community Development 629,108 Road 582,806 Adult Parole & Probation 407,147 Enterprise Funds 337,542 Other Special Revenue Funds 324,114 Total 13,133,402$ -93- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) The total expended for such leases for the fiscal year ended June 30, 2024, was approximately $1,028,000. The future minimum lease payments for these leases are as follows: Subscription Liabilities The County has Subscription-Based Information Technology Arrangements (SBITAs) with the noncancellable right to use software provided by vendors. As of June 30, 2024, the County has ten agreements in which these right-to-use assets are reported. Under GASB 96, an implicit rate is calculated for each individual arrangement using the internal rate of return method. That method measures cash flow, beginning fair value, and projected ending fair value of the underlying asset. The present value of these SBITAs is aggregated on a fund basis. For governmental funds, SBITAs are only presented in the Government-Wide Statement of Net Position. For proprietary funds, SBITAs are presented in the Proprietary Funds Statement of Net Position and in the Government-Wide Statement of Net Position. Principal Payments Interest Payments Total Payments Fiscal Year 2025 868,282$ 232,336$ 1,100,618$ 2026 830,051 212,036 1,042,087 2027 764,557 192,722 957,279 2028 644,989 174,421 819,410 2029 449,128 158,191 607,319 2030 - 2034 1,773,358 608,865 2,382,223 2035 - 2039 1,846,242 254,742 2,100,984 2040 - 2044 366,477 59,592 426,069 2045 - 2049 178,808 10,503 189,311 7,721,892$ 1,903,408$ 9,625,300$ Principal Payments Interest Payments Total Payments Fiscal Year 2025 3,688$ 56$ 3,744$ 2026 1,165 12 1,177 4,853$ 68$ 4,921$ Governmental Activities Business-Type Activities -94- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) The total expended for these software arrangements for the fiscal year ended June 30, 2024, was approximately $365,000. The future minimum lease payments for these leases are as follows: Hospital Facility Authority of Deschutes County Conduit Financing On December 26, 1988, the County created the Hospital Facility Authority of Deschutes County, Oregon (the Authority). The Authority issues hospital revenue bonds for construction and improvements to health facilities in Deschutes County. The proceeds of these bonds were used by health care facilities to finance various capital projects and refund outstanding bonds. The debt has not been recognized as a liability of the County or the Authority because the bonds are secured solely by the provisions of the bond indenture and payments are made by the health care facilities. The obligors have pledged the gross receivables of St. Charles Health System, Inc. The bonds shall not be payable from a charge upon any fund or asset, nor shall the County or the Authority be subject to any liability. No holder or holders of the bonds shall ever have the right to exercise the taxing power of the County to pay the bonds or the interest, nor to enforce payment against any property of the County. Upon completion of the project, the assets constructed or purchased are owned by the respective health care facility. Since neither the County nor the Authority own any assets or assume any liabilities associated with the repayment, there is no balance sheet disclosure or recognition of revenues within the County’s financial statements. A summary of the Authorities conduit debt is as follows: Principal Payments Interest Payments Total Payments Fiscal Year 2025 336,151$ 38,988$ 375,139$ 2026 329,875 28,963 358,838 2027 182,677 19,069 201,746 2028 188,824 12,922 201,746 2029 195,179 6,567 201,746 1,232,706$ 106,509$ 1,339,215$ Governmental Activities Obligor Debt Issue June 30, 2024 St. Charles Health System, Inc. The Authority Hospital Revenue Bonds Series 2016A 93,020,000$ St. Charles Health System, Inc. The Authority Hospital Revenue Bonds Series 2020A 48,605,000 St. Charles Health System, Inc. The Authority Hospital Revenue Bonds Series 2020B 50,000,000 St. Charles Health System, Inc. The Authority Hospital Revenue Bonds Series 2022A 37,630,000 St. Charles Health System, Inc. The Authority Hospital Revenue Bonds Series 2022B 37,630,000 266,885,000$ -95- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) H. Deferred Inflow of Resources On the governmental funds balance sheet, unavailable revenues are reported as deferred inflows of resources. These are revenues which are earned, but not available to liquidate liabilities of the current period. At the end of the current fiscal year, these balances are: On the Statement of Net Position, an acquisition of net assets applicable to a future reporting period, is reported as deferred inflows of resources. At the end of the current fiscal year, these balances related to the County’s defined benefit pension, other post-employment benefits (OPEB) plans, and leases: Deferred Inflows of Resources Property Taxes Special Assessments Services Provided Contracts of Sale Leases Total General Fund 618,187$ -$ 56,701$ 229,122$ 676,529$ 1,580,539$ Sheriff's Office - - 150,255 - - 150,255 Countywide LED 562,229 - - - - 562,229 Rural LED 230,811 - - - - 230,811 Road - 87,497 197,729 - - 285,226 Health Services - - 5,900,066 - - 5,900,066 Nonmajor funds 185,474 - 571,746 - 818,803 1,576,023 Total 1,596,701$ 87,497$ 6,876,497$ 229,122$ 1,495,332$ 10,285,149$ Deferred Inflows of Resources Governmental Activities Business-Type Activities Total Deferred inflows - Pension Plan: Differences between expected and actual experience 550,029$ 16,362$ 566,391$ Changes in assumptions 91,880 2,733 94,613 Changes in proportionate share 760,379 22,620 782,999 Differences between employer contributions and employer's proportionate share of system contributions 10,493,053 312,152 10,805,205 Total deferred inflows - Pension Plan 11,895,341 353,867 12,249,208 Deferred inflows - OPEB County Plan: Differences between expected and actual experience 9,990,002 297,187 10,287,189 Changes of assumption or other inputs 7,106,203 211,398 7,317,601 Total deferred inflows - OPEB County Plan 17,096,205 508,585 17,604,790 Deferred inflows - OPEB RHIA: Differences between expected and actual experience 49,630 1,477 51,107 Changes of assumptions or other inputs 21,315 635 21,950 Changes in proportionate share 152,483 4,535 157,018 Total deferred inflows - OPEB RHIA 223,428 6,647 230,075 Deferred inflows - Lease resources 1,799,534 - 1,799,534 Total deferred inflows of resources 31,014,508$ 869,099$ 31,883,607$ -96- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) I. Fund Balance Policies Fund balance of governmental funds is reported in various categories based on the nature of any limitations requiring the use of resources for specific purposes. The County itself can establish limitations on the use of resources through either a commitment (committed fund balance) or an assignment (assigned fund balance). The committed fund balance classification includes amounts that can be used only for the specific purposes determined by a formal action of the County’s highest level of decision-making authority. The Board of County Commissioners is the highest level of decision-making authority for Deschutes County which can, by adoption of a resolution prior to the end of the fiscal year, commit a fund balance. Once adopted, the limitation imposed by the resolution remains in place until a similar action is taken (the adoption of another resolution) or to remove or revise the limitation. General Fund Countywide LED Rural LED Road Health Services ARPA Road CIP Campus Improvement Other Funds Total Fund Balances: Nonspendable: Long-term notes receivable 47,062$ -$ -$ -$ -$ -$ -$ -$ -$ 47,062$ Inventory - - - 2,798,174 - - - - - 2,798,174 Total Nonspendable 47,062 - - 2,798,174 - - - - - 2,845,236 Restricted to: Public safety - 11,183,443 4,025,112 - - - - - 16,521,415 31,729,970 Economic development - - - - - - - - 5,602,931 5,602,931 Health services - - - - 32,958,721 - - - 6,019,055 38,977,776 General government - - - - - - - - 12,382,885 12,382,885 Marketing & promotion - - - - - - - - 193,343 193,343 Law library - - - - - - - - 134,118 134,118 Park development and rangeland - - - - - - - - 2,630,120 2,630,120 Technology improvements - - - - - - - - 347,601 347,601 Road improvement/maintenance - - - 12,629,789 - - 15,467,265 - 3,462,523 31,559,577 Expansion of facilities - - - - - - - 14,566,830 - 14,566,830 Total Restricted - 11,183,443 4,025,112 12,629,789 32,958,721 - 15,467,265 14,566,830 47,293,991 138,125,151 Committed to: Economic development 354,714 - - - - - - - 4,749,373 5,104,087 County reserves - - - - - 166,574 - - - 166,574 Health services - - - - - - - - 115,092 115,092 Debt service - - - - - - - - 36,151 36,151 Communication systems - - - - - - - - 380,161 380,161 Expansion of facilities 10,710,313 - - - - - - 6,607,522 - 17,317,835 Total Committed 11,065,027 - - - - 166,574 - 6,607,522 5,280,777 23,119,900 Assigned to: Public safety 1,329,071 - - - - - - - - 1,329,071 General government 5,798,110 - - - - - - - - 5,798,110 Technology improvements 1,840,172 - - - - - - - - 1,840,172 Fleet repair & replacement 2,579,324 - - - - - - - - 2,579,324 Total Assigned 11,546,677 - - - - - - - - 11,546,677 Unassigned:15,227,096 - - - - - - - (212) 15,226,884 Total Fund Balance 37,885,862$ 11,183,443$ 4,025,112$ 15,427,963$ 32,958,721$ 166,574$ 15,467,265$ 21,174,352$ 52,574,556$ 190,863,848$ Major Special Revenue Funds Major Capital Projects Fund -97- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 3 – DETAILED NOTES ON ALL FUNDS (Continued) Countywide Law Enforcement District (District #1), Rural Law Enforcement District (District #2) and Deschutes County 9-1-1 Service District are each special revenue funds funded through voter approved property taxes for their specific purposes. Fund balances, restricted in District #1 and District #2, are not restricted for specific purposes but rather exist for liquidity purposes due to the seasonal nature of property tax collections. Fund balances of Deschutes County 9-1-1 are restricted to provide liquidity. Campus Improvements fund balance is restricted to provide funding for the campus improvement plan over the next five years. Health Services fund balance is restricted to meet the growing population of eligible clients expected in fiscal year 2025 and beyond. Amounts in the assigned fund balance classification are intended to be used by the County for specific purposes but do not meet the criteria to be classified as committed. The Board of County Commissioners has, by resolution, assigned fund balance as it does when appropriating fund balance for the difference between estimated revenues and appropriations in the subsequent year’s adopted budget. Unlike commitments, assignments generally exist only temporarily. Additional action does not have to be taken to remove an assignment. Fund balances, as listed in aggregate in the Statement of Revenues, Expenditures and Changes in Fund Balance, are constrained to the balance classification and activities of the funds. Constraints are at the level of which the fund was originally established. The County has activity between funds for various purposes. Any balances outstanding at year end are reported as due to/from other funds. While these balances are reported in fund financial statements, certain eliminations are made in the preparation of the government-wide financial statements. Balances between the funds included in the governmental activities, the governmental and internal service funds, are eliminated so that only the net amount is included as internal balances in the governmental activities column on the Statement of Net Position. Similarly, balances between the funds included in the business-type activities, the enterprise funds, are eliminated so that only the net amount is included as internal balances in the business-type activities column on the Statement of Net Position. Certain activity occurs during the year involving transfers of resources between funds. In fund financial statements these amounts are reported at gross amounts as Transfers In/Out. While reported in fund financial statements, certain eliminations are made in the preparation of the government-wide Statement of Activities. Transfers between the funds included in governmental activities are eliminated so that only the net amount is included as transfers in the governmental activities column. Transfer between funds in business-type activities are eliminated so that only the net amount is included as transfers in the business-type activities column. J. Segment Information The County has three enterprise activities:  The Solid Waste fund is used to account for the operations of the County’s landfill at Knott Road and 27th Street in Bend, and four transfer and recycle stations located throughout the County. The accumulation of resources that will be required for the closure and post-closure costs associated with the sanitary landfill are also accounted for in the Solid Waste Fund.  The Fair and Expo Center fund is used to account for operations of the County’s Fair and Expo Center, including the annual county fair.  The RV Park fund is used to account for the operations of the County’s Recreational Vehicle Park, located in Redmond, Oregon. -98- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – 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, excess workers’ compensation claims, excess general liability claims and stop loss on its medical/dental risks. It self-insures against losses for general liability (for claims up to $1 million), workers’ compensation, medical and dental benefits, unemployment benefits and other risks. All operations of the County participate in the County’s self-insurance program, with the exception of Deschutes County 9-1-1 Service District. That District is only covered under the medical/dental plan and unemployment insurance. Settled claims have not exceeded insurance coverage in any of the past three fiscal years. The County estimates liabilities for incurred losses on both reported and unreported claims for general and vehicle/fleet liability, workers’ compensation, and employee medical coverage. Workers’ compensation, general and vehicle/fleet liability estimates are based primarily 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 total cost of settling claims. Liabilities include an amount for claims that have been incurred but not reported (IBNR). 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. Payments, from the funds whose activities are covered, are made to internal service insurance funds, based on the estimated need to pay prior and current claims and to accumulate resources for future losses. The Insurance fund, which accounts for all insurance programs other than medical and dental, is reporting a net position at June 30, 2024, of $960,315. The Health Benefits fund, which accounts for medical and dental insurance programs, is reporting a net position of $3,779,528 as of June 30, 2024, and represents 15% of FY 2024 claims expense. Changes in the claim liabilities are as follows: Insurance Fund Health Benefits Fund Total Claims payable, June 30, 2022 5,439,791$ 1,029,046$ 6,468,837$ FY 2023 claims expense 2,674,265 24,077,142 26,751,407 FY 2023 claims paid (1,779,138) (23,477,570) (25,256,708) Claims payable, June 30, 2023 6,334,918 1,628,618 7,963,536 FY 2024 claims expense 2,706,038 25,102,245 27,808,283 FY 2024 claims paid (2,288,520) (25,152,863) (27,441,383) Claims payable, June 30, 2024 6,752,436$ 1,578,000$ 8,330,436$ -99- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) B. Contingent Liabilities and Commitments 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. Additional contingent liabilities may exist in relation to operational services provided by the Health Services Department. The Department is subject to numerous laws and regulations of federal, state, and local governments surrounding its clinical billing practices (i.e., Medicare, Medicaid, prospective payments, etc.). As it stands, the County is unable to determine if its billing practices will be reviewed for compliance and if any liability may result from such a review. The County’s current practice is to adjust revenue in the year of settlement for any claims of this type. As of June 30, 2024, the County had no material commitments outstanding. C. Participation in Public Employees Retirement System Plan Description Employees of the County are provided with pensions through the Oregon Public Employees Retirement System, (OPERS), which is a cost-sharing, multiple-employer defined benefit plan. All the benefits of OPERS are established by the Oregon legislature pursuant to Oregon Revised Statute (ORS) Chapters 238 and 238A. The ORS Chapter 238 Defined Benefit Pension Plan, known as Tier 1/Tier 2 is closed to new members hired on or after August 29, 2003. A second program, the Chapter 238A-OPERS Pension Program (OPSRP-DB), is described in the second portion of this note. Membership in the programs is delineated based on date of hire. OPERS issues a publicly available financial report which can be obtained at: https://www.oregon.gov/pers/Pages/Financials/Actuarial-Financial-Information.aspx. -100- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Plan Benefits Chapter 238-Tier One and Tier Two Chapter 238A-OPSRP-DB Pension Benefits The OPERS retirement allowance is payable monthly for life. The allowance may be selected from 13 retirement benefit options that are actuarially equivalent to the base benefit. These options include survivorship benefits and lump-sum refunds. The basic benefit is most commonly based on years of service and final average salary. A percentage (2.0% for Police and Fire employees, 1.67% for General Service employees) is multiplied by the number of years of service and the final average salary. Benefits may also be calculated under a formula plus an annuity (for members who were contributing before August 21, 1981), or a money match computation if a greater benefit results. Monthly payments must be a minimum of $200 per month or the member will receive a lump-sum payment of the actuarial equivalent of benefits to which they are entitled. Under Senate Bill 1049, passed during the 2019 legislative session, the salary included in the determination of final average salary will be limited for all members beginning in 2021. The limit was equal to $225,533 as of January 1, 2023, and is indexed with inflation every year. Police and Fire members may purchase increased benefits that are payable between the date of retirement and age 65. A member is considered vested and will be eligible at minimum retirement age for a service retirement allowance if they have contributions in each of five calendar years or have reached at least 50 years of age before ceasing employment with a participating employer (age 45 for Police and Fire members). General Service employees may retire after reaching age 55. Police and Fire members are eligible after reaching age 50. Tier One General Service employee benefits are reduced if retirement occurs prior to age 58 with fewer than 30 years of service. Police and Fire member benefits are reduced if retirement occurs prior to age 55 with fewer than 25 years of service. Tier Two members are eligible for full benefits at age 60. The plans are closed to new members hired on or after August 29, 2003. Pension Benefits The ORS 238A Defined Benefit Pension Program provides benefits to members hired on or after August 29, 2003. This portion of the OPSRP provides a life pension funded by employer contributions. Benefits are calculated with the following formula for members who attain normal retirement age: Police and fire: 1.8% multiplied by the number of years of service and the final average salary. Normal retirement age for Police and Fire members is age 60 or age 53 with 25 years of retirement credit. To retire under the Police and Fire classification, the individual’s last 60 months of retirement credit preceding retirement eligibility must be classified as retirement credit for service as a police officer or a firefighter. General service: 1.5% multiplied by the number of years of service and the final average salary. Normal retirement age for General Service members is age 65 or age 58 with 30 years of retirement credit. Under Senate Bill 1049, passed during the 2019 legislative session, the salary included in the determination of final average salary is limited for all members beginning in 2021. The limit was equal to $225,533 as of January 1, 2023, and is indexed with inflation every year. A member of the pension program becomes vested on the earliest of the following dates: the date the member completes 600 hours of service in each of five calendar years, the date the member reaches normal retirement age, or, if the pension program is terminated, the date on which termination becomes effective. -101- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Chapter 238-Tier One and Tier Two Chapter 238A-OPSRP-DB Disability Benefits A member with 10 or more years of creditable service who becomes disabled from other than duty-connected causes may receive a non-duty disability benefit. A disability resulting from a job-incurred injury or illness qualifies a member (including OPERS judge members) for disability benefits regardless of the length of OPERS-covered service. Upon qualifying for either a non-duty or duty disability, service time is computed to age 58 (55 for Police and Fire members) when determining the monthly benefit. Disability Benefits A member who has accrued 10 or more years of retirement credits before the member becomes disabled or a member who becomes disabled due to job-related injury shall receive a disability benefit of 45% of the member’s salary determined as the last full month of employment before the disability occurred. Benefit Changes after Retirement Members may choose to continue participation in a variable account after retiring and may experience annual benefit fluctuations due to changes in the fair value of the underlying global equity investments of that account. Benefit Changes after Retirement No ability to change. Cost of Living Adjustments Under ORS 238.360, monthly benefits are adjusted annually through cost-of-living adjustments (COLA). The COLA is capped at 2.0 percent. Cost of Living Adjustments Under ORS 238.360, monthly benefits are adjusted annually through cost-of-living adjustments (COLA). The COLA is capped at 2.0 percent. Contributions OPERS funding policy provides for monthly employer contributions at actuarially determined rates. These contributions, expressed as a percentage of covered payroll, are intended to accumulate sufficient assets to pay benefits when due. This funding policy applies to the OPERS Defined Benefit Plan and the Other Post-Employment Benefit Plans. Ultimate authority for setting and changing the laws governing contributions rests with the Oregon legislature. Employer contribution rates during the period were based on the December 31, 2021, actuarial valuation, which became effective July 1, 2023. The state of Oregon and certain schools, community colleges, and political subdivisions have made unfunded actuarial liability payments, and their rates have been reduced. Effective January 1, 2020, Senate Bill 1049 requires employers to pay contributions on reemployed OPERS retirees’ salaries as if they were active members, excluding IAP (6%) contributions. Reemployed retirees do not accrue additional benefits while they work after retirement. Employer contributions for the year ended June 30, 2024, were $19,393,790, excluding amounts to fund employer specific liabilities, or employer specific side-accounts. The rates, presented as a percentage of covered payroll, for the County in effect for the fiscal year ended June 30, 2024, were: Chapter 238 - Tier One and Tier Two Chapter 238A - OPSRP-DB General Service 20.03%17.00% Police and Fire 27.16%21.79% -102- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Pension Liabilities, Pension Expense, Deferred Outflows of Resources, and Deferred Inflows of Resources Related to Pensions As of June 30, 2024, the County reported a liability of $142,844,432 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2023 and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of December 31, 2021. The County’s proportion of the net pension liability was based on the County’s projected long-term contribution effort as compared to the total projected long-term contribution effort of all employers. Rates of every employer have at least two major components: Normal Costs: The economic value, stated as a percent of payroll, for the portion of each active member’s total projected retirement benefit that is allocated to the upcoming year of service. The rate is in effect for as long as each member continues in OPERS-covered employment. The current value of all projected future Normal Cost Rate contributions is the Present Value of Future Normal Costs (PVFNC). The PVFNC represents the portion of the projected long-term contribution effort related to future service. Unfunded Actuarial Liability Rate (UAL): If system assets are less than the actuarial liability, a UAL exists. UAL can arise in a biennium when an event such as experience differing from the assumptions used in the actuarial valuation occurs. An amortization schedule is established to eliminate the UAL that arises in a given biennium over a fixed period of time if future experience follows assumptions. The UAL Rate is the upcoming year’s fixed component of the cumulative amortization schedules, stated as a percent of payroll. The employer’s PVFNC depends on both the normal cost rates charged on the employer’s payrolls, and on the underlying demographics of the respective payrolls. For OPERS funding, employers have up to three different payrolls, each with a different normal cost rate: (1) Tier 1/Tier 2 payroll, (2) OPSRP general service payroll, and (3) OPSRP police and fire payroll. Since many governments in Oregon have sold pension obligation bonds and deposited the proceeds with OPERS (referred to as side accounts or transitional liability or surplus), adjustments are required. After each employer’s projected long-term contribution effort is calculated, that amount is reduced by the value of the employer’s side account, transitional liability/surplus, and the pre-SLGRP liability/surplus (if any). This is done as those balances increase/decrease the employer’s projected long-term contribution effort because side accounts are effectively pre- paid contributions. Looking at both rate components, the projected long-term contribution effort is the sum of the PVFNC and UAL. The PVFNC part of the contribution effort pays for the value of future service while the UAL part of the contribution effort pays for the value of past service not already funded by accumulated contributions and investment earnings. Each of the two contribution effort components are calculated at the employer-specific level. The sum of these components across all employers is the total projected long-term contribution effort. As presented, on June 30, 2024 (measurement date of June 30, 2023), the County’s proportion was 0.76262253 percent, which was an increase of 4.41% from its proportion presented on June 30, 2023 (measurement date of June 30, 2022). -103- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) For the year ended June 30, 2024, the County recognized a pension expense of $27,945,613. At June 30, 2024, the County reports deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: The County’s contributions made subsequent to the measurement date of the net pension liability but before the end of the County’s reporting period will be recognized as a reduction of the net pension liability in the subsequent fiscal period. The net amount of the County’s remaining deferred outflows of resources and deferred inflows of resources that will be recognized in the County’s pension expense in the subsequent five years in the aggregate are shown in the table below. Actuarial Assumptions The employer contribution rates, effective July 1, 2023, through June 30, 2025, were set using the entry age normal actuarial cost method. For the Tier One/ Tier Two component of the OPERS Defined Benefit Plan, this method produced an employer contribution rate consisting of (1) an amount for normal cost (the estimated amount necessary to finance benefits earned by the employees during the current service year), and (2) an amount for the amortization of unfunded actuarial accrued liabilities, which are being amortized over a fixed period with new unfunded actuarial accrued liabilities being amortized over 22 years. Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience 6,985,529$ 566,391$ Changes of assumptions 12,689,455 94,613 Net difference between projected and actual earnings on investments 2,567,499 - Changes in proportionate share 12,815,529 782,999 Contributions made to the plan subsequent to measurement date 19,393,790 - Differences between employer contribution and employer's proportionate share of system contributions 3,430,487 10,805,205 57,882,289$ 12,249,208$ Net Deferred Outflow of Resources 45,633,081$ Less: Contributions Made Subsequent to Measurement Date 19,393,790 Total 26,239,291$ 1st Fiscal Year - Fiscal Year 2025 6,377,086$ 2nd Fiscal Year - Fiscal Year 2026 (1,849,864) 3rd Fiscal Year - Fiscal Year 2027 15,481,096 4th Fiscal Year - Fiscal Year 2028 5,626,579 5th Fiscal Year - Fiscal Year 2029 604,394 Total 26,239,291$ -104- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) For the OPSRP Pension Program component of the PERS Defined Benefit Plan, this method produced an employer contribution rate consisting of (a) an amount for the normal cost (the estimated amount necessary to finance benefits earned by the employees during the current service year), (b) an actuarially determined amount for funding a disability benefit component, and (c) an amount for the amortization of unfunded actuarially accrued liabilities, which are being amortized over a fixed period with new unfunded actuarially accrued liabilities being amortized over 16 years. A summary of the economic assumptions used for the December 31, 2021, actuarial valuation is shown below: Actuarial valuations of an on-going plan involve estimates of the value of reported amounts and assumptions about the probability of events far into the future. Actuarially determined amounts are subject to continual revision as actual results are compared to past expectations and new estimates are made about the future. Experience studies are performed as of December 31 of even numbered years. The economic assumptions and estimates shown above are based on the experience study which reviewed experience for the four-year period ended December 31, 2020. Valuation Date December 31, 2021 Measurement Date June 30, 2023 Experience Study 2020, published July 20, 2021 Actuarial assumptions: Actuarial cost method Entry Age Normal Inflation rate 2.40 percent Long-term expected rate of return 6.90 percent Discount rate 6.90 percent Projected salary increases 3.40 percent Cost-of-living adjustments (COLA) Blend of 2.00% COLA and graded COLA (1.25%/0.15%) in accordance with Moro Decision; blend based on service. Mortality Healthy retirees and beneficiaries: Pub-2010 Healthy Retiree, sex distinct, generational with Unisex, Social Security Data Scale, with job category adjustments and set-backs as described in the valuation. Active members: Pub-2010 Employee, sex distinct, generational with Unisex, Social Security Data Scale, with job category adjustments and set-backs as described in the valuation. Disabled retirees: Pub-2010 Disabled Retiree, sex distinct, generational with Unisex, Social Security Data Scale, with job category adjustments and set-backs as described in the valuation. -105- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) The long-term expected rate of return on plan investments was developed based on the forward-looking capital market economic model. The table below presents the assumptions related to asset allocation and expected rates of return by major asset class. The target allocation and best estimates of arithmetic real rates of return for each major class are summarized in the following table: * Based on the OIC Statement of Investment Objectives and Policy Framework for the Oregon Public Employees Retirement Fund, revised as of January 5, 2023. Discount Rate The discount rate used to measure the total pension liability was 6.90 percent for the Defined Benefit Pension Plan. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and those of the contributing employers are made at the contractually required rates, as actuarially determined. Based on those assumptions, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments for the Defined Benefit Pension Plan was applied to all periods of projected benefit payments to determine the total pension liability. Long-Term Expected Rate of Return * Asset Class Target Allocation 20-Year Annualized Geometric Mean Global Equity 27.50%7.07% Private Equity 25.50%8.83% Core Fixed Equity 25.00%4.50% Real Estate 12.25%5.83% Master Limited Partnerships 0.75%6.02% Infrastructure 1.50%6.51% Hedge Fund of Funds - Multistrategy 1.25%6.27% Hedge Fund Equity - Hedge 0.63%6.48% Hedge Fund - Macro 5.62%4.83% Portfolio, net of investment expenses 100.00% Assumed Inflation, mean 2.35% -106- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Sensitivity of the County’s Proportionate share of the Net Pension Liability (Asset) to Changes in the Discount Rate The following presents the County’s proportionate share of the Net Pension Liability calculated using the discount rate of 6.90 percent, as well as what the County’s proportionate share of the Net Pension Liability would be if it were calculated using a discount rate that is 1-percentage point lower (5.90 percent) or 1-percentage point higher (7.90 percent) than the current rate: Pension Plan Fiduciary Net Position Detailed information about the pension plan’s fiduciary net position is available in the separately issued OPERS financial report that can be found at http://www.oregon.gov/pers. OPSRP Individual Account Program The defined contribution pension plan (called the Individual Account Program or IAP) is provided to all members or their beneficiaries who are OPERS or OPSRP eligible. State statutes require covered employees to contribute 6 percent of their annual covered salary to the IAP plan effective January 1, 2004. Deschutes County has elected to pay all of the employees’ required IAP contributions. Although OPERS members retain their existing OPERS account, all current member contributions are deposited into the member’s IAP account. The liability outstanding as of June 30, 2024 was $513,555, the amount associated with the final year-end payroll and is included in the net pension liability in the Statement of Net Position. The IAP member becomes vested on the date the employee account is established or on the date when the rollover account was established. If the employer makes optional employer contributions for a member, the member becomes vested on the earliest of the following dates: the date the member completes 600 hours of service in each of five calendar years, the date the member reaches normal retirement age, the date the IAP is terminated, the date the active member becomes disabled, or the date the active member dies. D. Other Post-Employment Benefits (OPEB) The other post-employment benefits for the County includes two separate plans to provide certain healthcare benefits to retirees. The first is a multi-employer, cost-sharing, defined benefit, other postemployment benefit plan administered by the Oregon Public Employees Retirement System (OPERS) known as the Retirement Health Insurance Account (RHIA). The second is a single-employer, defined benefit, post-employment healthcare plan administered by the County known as the County Plan. The RHIA plan reports a net OPEB asset, while the County Plan reports a total OPEB liability on the Statement of Net Position. 1% Decrease (5.90%) Discount Rate (6.90%) 1% Increase (7.90%) Proportionate share of Net Pension Liability 235,952,106$ 142,844,432$ 64,923,176$ -107- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) OPEB Activity and Balances for the Year Ended June 30, 2024 (RHIA & County Plan) Oregon Public Employees Retirement System – Retirement Health Insurance Account (RHIA) Plan Description Retirement Health Insurance Account (RHIA) is a cost-sharing, multiple-employer, defined benefit, other postemployment benefit plan administered by OPERS. As a member of OPERS, the County contributes to RHIA for each of its eligible employees. RHIA pays a monthly contribution (currently $60 per month) toward the cost of Medicare companion health insurance premiums of eligible retirees. Oregon Revised Statute (ORS) 238.420 established this trust fund. Authority to establish and amend the benefit provisions of RHIA reside with the Oregon Legislature. The Plan is closed to new entrants hired on or after August 29, 2003. OPERS issues a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by writing to Oregon Public Employees Retirement System, PO Box 23700, Tigard, OR 97281-3700. The reports and other related schedules including plan assumptions, methods and plan provisions may also be found on the PERS website at https://www.oregon.gov/pers/EMP/Pages/GASB.aspx. RHIA County Plan Total Total OPEB Liability -$ 24,420,008$ 24,420,008$ Net OPEB Asset 2,035,705 - 2,035,705 Deferred Outflows Contributions subsequent to the measurement date 2,891 - 2,891 Changes in proportionate share 34,544 - 34,544 Differences between expected and actual experience 5,773 2,284,568 2,290,341 Changes of assumption or other inputs - 2,107,095 2,107,095 Deferred Outflows - Total 43,208 4,391,663 4,434,871 Deferred Inflows Changes in proportionate share 157,018 - 157,018 Differences between expected and actual experience 51,107 10,287,189 10,338,296 Changes of assumption or other inputs 21,950 7,317,601 7,339,551 Deferred Inflows - Total 230,075 17,604,790 17,834,865 OPEB (Income) Expenses (258,497) 218,598 (39,899) Category -108- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Contributions Participating public employers are contractually required to contribute to RHIA at a rate assessed each biennium by OPERS. For fiscal year 2024, the rate is 0.04% of annual covered payroll for Tier 1/Tier 2 employees and 0.00% for OPSRP employees. The OPERS sets the net-retiree healthcare rate based on the estimated OPEB expense of the employer, an amount actuarially determined in accordance with the parameters of GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. The OPEB expense represents the annual cost allocated to the current year (service cost) and the amortization of any unfunded accrued liability of the plan. The unfunded accrued liabilities are amortized over a closed period equal to the average of the expected remaining lives of all employees that are provided with OPEB through the OPEB plan (active employees and inactive employees). The County's contributions to RHIA were consistent with the net-retiree healthcare rate as charged by OPERS. The County paid $2,891 for RHIA during fiscal year 2024. Actuarial methods and assumptions for the RHIA plan mirror those of the PERS retirement system itself and can be found in Note 4C – Participation in Public Employees Retirement System. Healthcare cost trends are not applicable to this plan as the benefits are a fixed dollar amount per month. As presented, on June 30, 2024 (measurement date of June 30, 2023), the County’s proportionate share of the RHIA plan was 0.55595159%. The proportionate share for each employer participating in the Plan was determined by the actuaries based upon each employer’s contribution to the RHIA program during the measurement period. The County’s proportionate share increased 19.25% from 0.46620678% in the prior measurement period. The following presents the County’s proportionate share of the net OPEB liability (asset) for the RHIA calculated using the discount rate of 6.90 percent, as well as what the County’s proportionate share of the net OPEB liability (asset) would be if it were calculated using a discount rate that is 1-percentage point lower (5.90 percent) or 1- percentage point higher (7.90 percent) than the current rate: The RHIA plan assets are included in the PERS retirement system cash management efforts. Information related to the PERS Plan assets investment allocations are included in Note 4C – Participation in Public Employees Retirement System included in these financial statements. 1% Decrease Current Discount Rate 1% Increase (5.90%) (6.90%) (7.90%) (1,850,460)$ (2,035,705)$ (2,194,644)$ Proportionate share of net RHIA OPEB liability (asset) -109- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) The County’s contributions made subsequent to the measurement date of the net RHIA OPEB asset but before the end of the County’s reporting period will be recognized as an addition to the net RHIA OPEB asset in the subsequent fiscal period. The net amount of the County’s share of the RHIA remaining deferred outflows of resources and deferred inflows of resources that will be recognized in the County’s OPEB expense in the subsequent four years in the aggregate are shown in the table below: Other Post-Employment Benefits – Deschutes County Plan Plan Description The Deschutes County Retiree Health Plan is a single-employer defined benefit post-employment healthcare plan that provides medical benefits to eligible retired employees of Deschutes County and Deschutes County 9-1-1 Service District and their beneficiaries. Deschutes County has not established an irrevocable trust (or equivalent arrangement) to account for the retiree health insurance plan. Instead, the activities of the plan are reported in the County’s Health Benefits fund that is classified as an internal service fund for financial reporting purposes. The retiree health insurance plan does not issue a separate report. Benefits Provided Eligibility for subsidized retiree health benefits requires retirement from the County with more than 15 years of service. Retirees with more than 15 years of service but less than 30 years of service receive a monthly County contribution towards their monthly insurance premiums until they are 65 years of age or until eligible for Medicare, in accordance with a schedule recommended by the Employee Benefit Advisory Committee (EBAC) and approved by the Board of County Commissioners. Retirees with 30 or more years of service contribute $85 per month towards their medical insurance and $5 per month towards their dental insurance while the County covers the remainder of the premiums. Retirees with less than 15 years of service can continue their medical coverage but must pay 100% of the premium amount. Employees Covered by Benefit Terms At the time of most recent valuation, June 30, 2024, there were 1,063 active employees that could be eligible for the plan. As of that date, 52 retirees and surviving spouses were insured through the County Plan. The County pays benefits as they come due. As a result, there are no assets being accumulated by the County to pay for future benefits. Resources received in excess of paying benefits as they come due are set aside for the payment of future benefits Deferred Outflow/ Subsequent (Inflow) of Resources Fiscal (prior to post-measurement Years date contributions) FY 2025 (179,184)$ FY 2026 (112,788) FY 2027 75,232 FY 2028 26,982 Total (189,758)$ -110- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Actuarial Assumptions and Other Inputs The Total OPEB liability in the June 30, 2024 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: The discount rate used to measure the total OPEB liability is 3.97 percent. The County’s OPEB Plan is an unfunded plan; therefore, the discount rate was set to the rate of the tax-exempt, high-quality 20-year municipal bonds, as of the valuation date. The actuarial cost method used in the valuation of this plan is the Entry Age Normal Method. Under this method, the actuarial present value of the projected benefits of each active employee included in the valuation is allocated on a level dollar basis over the service of the active employee between assumed Entry Age (date of hire) and assumed Exit Age(s). The portion of this actuarial present value allocated to the valuation year is called the service cost for that active employee. The sum of these individual service costs is the Plan’s Service Cost for the valuation year. The present value of benefits for current retirees plus the accumulated value of all prior service costs is the Total OPEB Liability. Under this method, the actuarial gains (losses), as they occur, reduce (increase) the Total OPEB Liability. The Deschutes County Retiree Health Plan is deemed “unfunded” in accordance with the relevant GASB statements. Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and the healthcare cost trend. Amounts determined regarding the Total OPEB Liability of the plan and the annual OPEB expense of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of changes in the County’s Total OPEB Liability, presented as required supplementary information, presents trend information about whether the Total OPEB Liability is increasing or decreasing over time relative to the covered-employee payroll. The measurement date of the actuarial results presented is June 30, 2024. Measurement date June 30, 2024 Valuation date June 30, 2023 Report date June 30, 2024 Actuarial cost method Entry age normal Discount rate 3.97% Inflation 2.40% Salary increases 3.40% Mortality Rates Based on Society of Actuaries Mortality Tables Healthcare cost trend rate 6.80% trending down to 0.00% over 52 years. Applies to calendar years. -111- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Changes in Total OPEB Liability Sensitivity of the Liability to Changes in the Discount Rate and Healthcare Cost Trend Rate Changes in the discount rate affect the measurement of the total OPEB liability. Lower discount rates produce a higher total OPEB liability and higher discount rates produce a lower total OPEB liability. The following presents the total OPEB liability of the plan calculated using the discount rate of 3.97%, as well as what the County's total OPEB liability would be if it were calculated using a discount rate that is one percentage point lower (2.97%) or one percentage point higher (4.97%) than the current rate: Changes in healthcare trends also affect the measurement of the total OPEB liability. Lower healthcare trends produce a lower total OPEB liability and higher healthcare trends produce a higher total OPEB liability. The following presents the total OPEB liability of the plan, calculated using the healthcare cost trend rate of 6.80% and decreased to 0.00% over 52 years, as well as what the County's total OPEB liability would be if it were calculated using healthcare cost trend rates that are one percentage point lower (5.80%) or one percentage point higher (7.80%) than current healthcare cost trend rate: County Plan Balance at 6/30/2023 23,033,674$ Changes for the year: Service cost 1,642,188 Interest 930,952 Change in assumptions or other inputs (219,607) Differences between expected and actual experience 148,641 Benefit payments (509,928) Implicit subsidy credit (605,912) Net changes 1,386,334 Balance at 6/30/2024 24,420,008$ Category 1% Decrease Current Discount Rate 1% Increase (2.97%) (3.97%) (4.97%) Total OPEB Liability on June 30, 2024 26,468,487$ 24,420,008$ 22,492,652$ Current Health Care 1% Decrease Trend Rates 1% Increase (5.80%) (6.80%) (7.80%) Total OPEB Liability on June 30, 2024 21,186,496$ 24,420,008$ 28,293,105$ -112- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) The County’s contributions made subsequent to the measurement date will be recognized in the County’s OPEB expense in the following year. The net amount of the County’s deferred outflows of resources and deferred inflows of resources that will be recognized in the County’s OPEB expense in the subsequent five years, and in the aggregate, are shown in the table below: Expected Average Remaining Service Lives (EARSL) The effects on the total pension liability of (1) changes of economic and demographic assumptions or of other inputs and (2) differences between expected and actual experience are required to be included in pension expense in a systematic and rational manner over a closed period equal to the average of the expected remaining service lives of all employees that are provided with benefits through the pension plan (active employees and inactive employees), beginning in the current period. The expected average remaining service lives (EARSL) for the current period is 8.5 years. E. 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 30 years after closure. In addition to operating expenses related to current activities of the landfill site, an expense provision and related liability are recognized based on the estimated future closure and postclosure care costs that will be incurred near or after the date the landfill no longer accepts waste. The recognition of the closure and postclosure care costs for Knott Landfill is based on remaining capacity of the landfill. It is estimated that the total cost for the closure and postclosure of Knott Landfill is $33,265,877 which includes the current cost of equipment, facilities and services required to close, monitor and maintain the landfill. The postclosure costs estimated for the County’s Demo and Southwest sites are estimated at $1,503,810 and $1,119,195, respectively. The amount of closure and postclosure costs to recognize each year is based on engineering estimates of capacity remaining at the landfill. By estimating the capacity remaining at the landfill instead of calculating the capacity used, based on the cubic feet of material added during the year, the County is better able to recognize the benefit of natural compression occurring within the solid waste cells. Deferred Outflow/ Subsequent (Inflow) of Resources Fiscal (prior to post-measurement Years date contributions) FY 2025 (2,354,542)$ FY 2026 (2,354,542) FY 2027 (2,354,542) FY 2028 (2,354,542) FY 2029 (2,354,542) Remaining (1,440,417) Total (13,213,127)$ -113- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Through June 30, 2024, $19,311,431 has been recognized as expense and $2,739,715 has been paid, resulting in a Closure/ Post-Closure liability of $17,719,325 at June 30, 2024. Based on current estimated costs, an additional $13,904,230 will be recognized as closure and postclosure expense through 2029, the date the landfill is currently projected to be filled to capacity. For the past several years, the County has designated resources for future closure and postclosure care and it anticipates continuing to do so. 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. F. Public-Private Partnership In April of 2023, the County entered a Public-Private Partnership (PPP) arrangement with Cascade Natural Gas Corporation (CNGC). The County currently owns and operates an active gas collection system at Knott Landfill, a solid waste facility. The Landfill Gas Sales Agreement allows for CNGC to expand the active gas collection system and connect the system to a renewable natural gas production facility in exchange for monthly payments based on the value of extracted gas. Some improvement cost made to the active gas collection system will be paid by CNGC and will be retained by the County at the end of the PPP term. No costs related to the collection system expansion were incurred as of June 30, 2024. The initial term of the agreement is 10 years from the “Commissioning Date” of the renewable natural gas production facility with the option to extend for 5-year increments. G. Tax Abatement As of June 30, 2024, four property tax abatement programs are administered as authorized by Oregon Revised Statutes: Property for Low-income Rental 307.517, 307.537, 307.541 Enterprise Zone Businesses 285C.175 Construction in Process in an Enterprise Zone 285C.170 Solar Projects 2015 laws c. 571 (Note 3 following ORS 370.175) -114- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Property for Low-income Rental (307.517) The intent of the Property for Low-income Rental program is to assist in providing housing equity throughout the state and reduce homelessness. Newly constructed rental housing occupied by low-income persons or property held for a reasonably short period of time for future development as low-income rental housing is exempt from property taxes for 20 years if the property is:  Located in a city or county that adopts standards and guidelines to be used in administering applications for exemption. • Built after the city or county adopts the state statutes. • Approved by the city or county upon application.  For projects requesting an exemption after October 5, 2015, any additional criteria established by the city or county prior to the application.  Rented only to persons with income at or below 60 percent of area median income based on U.S. Department of Housing and Urban Development criteria. • Rented at rates that reflect the full property tax reduction. Legislation in 2015 (HB 2130) amended the law to allow cities or counties to establish reasonable maximum holding times for land designated for low-income housing development. The legislation also permitted cities or counties to elect additional qualifying criteria before granting the exemption. Legislation in 2019 (HB 2130) extended the sunset to June 30, 2029. Enterprise Zone Businesses (285C.175) The purpose of the Enterprise Zone Business program is to stimulate and protect economic success by providing tax incentives for employment, business, industry and commerce and by providing adequate levels of complementary assistance to community strategies for such interrelated goals as environmental protection, growth management and efficient infrastructure. Qualified real and personal property owned or leased and newly placed into service by a qualified business firm in an enterprise zone is exempt from property tax for three to five consecutive years. A new or expanding business can qualify if the business meets all of the conditions outlined in ORS 285C.135 and 285C.200, such as applying locally for authorization prior to construction, engaging in eligible business operations, entering into a “first source” hiring agreement with local publicly funded job training providers, and increasing the number of jobs in the enterprise zone by the greater of one additional job or 10 percent. To be exempt, the property owned or leased by the business must satisfy applicable timing, location, minimum cost, and other requirements described in ORS 285C.180. Property is disqualified if used for an ineligible activity, such as retail operations, or if the business firm substantially curtails operations or closes during the exemption period. When property becomes disqualified, previously exempt taxes must be repaid. -115- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Construction in Process in an Enterprise Zone (285C.170) The purpose of the Construction in Process in an Enterprise Zone program is to stimulate and protect economic success by providing tax incentives for employment, business, industry, and commerce and by providing adequate levels of complementary assistance to community strategies for such interrelated goals as environmental protection, growth management and efficient infrastructure (ORS 285C.055). Property undergoing construction, addition, modification, or installation is exempt from property taxation for up to two consecutive years provided that the property satisfies all the program requirements. This exemption is effectively an extension of expenditure 2.011, Commercial Buildings Under Construction, specifically to properties that are expected to qualify for a standard enterprise zone exemption when they are completed. If a property is exempt under both 2.011 and this expenditure, the combined duration of the exemptions cannot exceed two consecutive years. Solar Projects (2015 laws c. 571) The intent of the Solar Projects program is to provide tax relief and tax stability to utility scale solar production property owners and developers, which subsequently encourages the development of utility scale solar production (Note 3 following ORS 307.175). Property constituting a solar project located in an unincorporated county area is exempt from property taxes when an agreement has been made between the governing body of the county and the owner of the solar project. The agreement is limited to 20 consecutive years. The last day an agreement could be made was January 1, 2022. Tax Abatement For the fiscal year ended June 30, 2024, the County’s property tax revenues, including service districts, were abated by an estimated $554,046 under the following programs: For the fiscal year ended June 30, 2024, the County’s property tax revenues were not impacted by tax abatement programs administered by other governments. Tax Abatement Program Deschutes County Countywide Law Enforcement District Rural Law Enforcement District Extention and 4-H 9-1-1 County Service District Taxes Abated Fiscal Year Ended June 30, 2024 Property for Low-income Rental 143,957$ 140,765$ 9,891$ 2,548$ 40,749$ 337,910$ Enterprise Zone Businesses 77,994 76,266 1,336 1,379 22,077 179,052 Construction in Process in an Enterprise Zone 2,662 2,603 - 47 754 6,066 Solar Projects 8,885 8,688 10,774 156 2,515 31,018 Total property tax abated 233,498$ 228,322$ 22,001$ 4,130$ 66,095$ 554,046$ -116- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) H. Fund Structure The County maintains certain additional sub-funds for specific management needs. These sub-funds are consolidated into the appropriate fund for financial reporting purposes as required by generally accepted accounting principles. Major Funds – Governmental Sub-funds of the General Fund include: 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 the State of Oregon and Federal government. Expenditures are primarily for general government activities including assessment, taxation, district attorney, and county clerk. General Fund Economic Development Loan repayment and interest revenues for loans and grants to business and not-for-profit entities. Court Technology Reserve Transfers in and available resources for upgrades to video arraignment equipment. Assessor, Clerk & Tax Reserve Transfers in and available resources for the upgrade or replacement of the assessment and taxation system for the County’s property tax activities and for Clerk’s election equipment. Project Development Transfers in, proceeds from sale of County lands and inter-fund rents. Resources are transferred to debt service funds and used to acquire real property for use by the County. General County Projects Property taxes and inter-fund charges for upgrades, remodels and major maintenance projects of existing County real property. General Capital Reserve Transfers in and available resources designated for construction or remodel of County-owned real property. Community Justice, Juvenile State grants and fees for juvenile delinquency programs within the County. Code Abatement Available resources for enforcement of County solid waste and sanitation codes. Vehicle Maintenance and Replacement Transfers from participating County funds and departments to be used for vehicle replacement and repair. Revenues from Sheriff’s services and payments from Countywide and Rural Law Enforcement Districts, pursuant to intergovernmental agreements, used for public safety, including the operation of the adult jail. Property taxes used to fund Sheriff’s Office countywide public safety activities, including the operation of the adult jail. Property taxes used to fund Sheriff’s Office public safety in rural areas. State gas tax apportionment and Federal payments for building and maintaining public roads and highways. Resources from inter-fund transfers for Road’s Capital Improvement Plan. Fees for services, Federal and State grants for community wide health care, mental health services and counseling. Federal funds to be appropriated by the Board of County Commissioners in support of COVID-19 recovery. Resources from inter-fund transfers for campus improvements, debt proceeds, and grant funds. Sheriff’s Office Countywide Law Enforcement District (District #1) Rural Law Enforcement District (District #2) Campus Improvement Road CIP Road Health Services American Rescue Plan Act (ARPA) -117- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Major and Non-Major Funds – Proprietary – Enterprise Sub-fund of the RV Park includes: Nonmajor Governmental Funds Special Revenue Funds Fees and charges for services for the operation, maintenance, closure and postclosure monitoring of the County’s sanitary landfill and transfer and recycle stations. Fees and inter-fund transfers for the operation of a fair and expo center including the annual county fiCharges for space rental of the County’s recreational vehicle park and transfers for debt service. Solid Waste Fair & Expo Center RV Park RV Park Reserve Transfers to reserve for maintenance and improvement of the County’s recreational vehicle park. Justice Court Fines, fees and General Fund transfers for operating a justice court. Park Acquisition and Apportionment from the State of Oregon from recreational vehicle fees. Park Development Fees Fees paid by developers in lieu of land donation for park development. County School Local taxes and Federal Forest receipts for education. Special Transportation Federal and State grants for public transit services. 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 grants promoting economic development. Transient Room Tax-1% Lodging taxes for marketing of recreational facilities. Foreclosed Land Sales Land sale proceeds to reimburse costs of supervision and maintenance of properties acquired through tax foreclosure. Victims’ Assistance Grants and General Fund transfers for providing assistance to crime victims. Law Library State shared revenues for supporting law library services. County Clerk Records Fees for upgrading storage and retrieval systems. Court Facilities Fines and fees to provide security in the court building. Communications System Reserve Accumulated resources which will be used for replacement of the countywide communication system. Community Development Fees and charges for services for planning, building safety, education and public services. CDD - Groundwater Partnership Transfers for maintenance of water quality and open space and fees from developers for the protection of groundwater, including rebates for replacement of septic systems. Newberry Neighborhood Proceeds from land sales and grants for maintenance of water quality and open space. GIS (Geographic Recording fees and sales for map data system. Natural Resource Grants for the control of noxious weeds and promotion of healthy forests. Federal Forest Title III Federal monies for grants related to National Forest activities in Deschutes County. Surveyor Fees for survey measurements, plat reviews and document filing. Public Land Corner Fees for maintaining permanent monuments of survey corner positions. Countywide Transportation SDC Fees from developers and builders for upgrades and expansion of county road infrastructure. -118- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) Debt Service Fund Nonmajor Proprietary Funds – Internal Service Funds Internal Service Funds Dog Control Licenses, fees and donations for animal control. Adult Parole and Charges for services and State Department of Corrections grant for County justice program. Statewide Transportation Improvement State grants for public transit services. PERS Reserve Charges to County’s operating funds and General Fund transfers to maintain a reserve to offset increases in the cost of retirement benefits as a result of an increase in the PERS rate. Joint Houselessness Revenue from State for coordinated homeless response systems. Deschutes County 9-1-1 Service District Property taxes, charges for services and grants for operations of countywide emergency call center. Extension and 4-H Service District Property taxes for Oregon State University’s Extension Service programs. Deschutes County Road Agency U.S Forest Service Secure Rural School funds for road construction. Full Faith and Credit Debt Service Fund Long-term operating lease payments and inter-fund transfers for debt service payments on bonds and notes issued for remodel and acquisition of real property, purchase of long-lived personal property and funding of pension liability. Facilities Interfund charges for custodial, repairs and maintenance for County facilities. Administrative Services Interfund charges for services provided by County administration. Board of County Commissioners Interfund charges for services provided by the County’s commissioners. Finance Interfund charges for services provided by Finance Department. Finance Reserve Interfund charges for purchase of financial software. Legal Interfund charges for services provided by Legal Department. Human Resources Interfund charges for services provided by the Human Resources Department. Information Technology Interfund charges for services provided by IT Department. Information Technology Reserve Interfund charges for future technology improvements. Insurance Interfund charges for general liability, property, vehicle, workers’ compensation and unemployment insurance. Health Benefits Interfund charges for medical and dental insurance. -119- Deschutes County, Oregon Notes to Financial Statements June 30, 2024 NOTE 4 – OTHER INFORMATION (Continued) I. Reporting Units Affected by Change in Reporting Entity During FY 2024, the Campus Public Safety CIP fund, previously reported as a non-major CIP fund, was legally renamed as Campus Improvement and has been reclassified as a major fund. The change in classification of the Campus Improvement as a major fund represents a change in financial reporting entity based on its increased quantitative significance. This reclassification has been made in accordance with GASB Statement No. 100, Accounting Changes and Error Corrections—an amendment of GASB Statement No. 62, which requires entities to disclose and describe the nature of significant changes in accounting principle. Campus Improvement Nonmajor Governmental Fund balance - beginning of year, as previously reported -$ 58,930,183$ Change from nonmajor to major fund 5,866,734 (5,866,734) Fund balance - beginning of year, as adjusted or restated 5,866,734$ 53,063,449$ Funds -120-     -121- Required Supplementary Information For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -122- Deschutes County, Oregon Schedule of Proportionate Share of the Net Pension Liability (Asset) Oregon Public Employees Retirement System Last Ten Fiscal Years* For the Fiscal Year Ended June 30, 2024 Fiscal Year 2015 2016 2017 2018 Proportion of the net pension liability (asset)0.61%0.64%0.62%0.62% Proportionate share of the net pension liability (asset)(13,913,943)$ 36,983,685$ 93,391,575$ 83,905,406$ Covered payroll 54,795,204$ 57,047,593$ 59,420,146$ 62,715,717$ Proportionate share of the net pension liability (asset) as a percentage of covered payroll (25.39%)64.83%157.17%133.79% Plan fiduciary net position as a percentage of the total pension liability 103.59%91.88%80.53%83.12% * The amounts presented for each fiscal year were determined as of June 30th of the previous year. -123- Fiscal Year 2019 2020 2021 2022 2023 2024 0.63%0.66%0.64%0.67%0.73%0.76% 95,837,777$ 114,720,172$ 139,927,482$ 79,782,076$ 111,836,403$ 142,844,432$ 67,091,346$ 72,086,900$ 77,809,516$ 85,677,368$ 89,691,054$ 100,826,363$ 142.85%159.14%179.83%93.12%124.69%141.67% 82.07%80.23%75.79%87.57%84.55%81.68% -124- Deschutes County, Oregon Schedule of Net Pension Liability (Asset) Employer Contributions Oregon Public Employees Retirement System Last Ten Fiscal Years* For the Fiscal Year Ended June 30, 2024 Fiscal Year 2015 2016 2017 2018 Contractually required contributions 5,258,200$ 5,785,558$ 5,971,466$ 8,534,158$ Contributions in relation to the contractually required contribution 5,258,200$ 5,785,558$ 5,971,466$ 8,534,158$ County's covered payroll 57,047,593$ 59,420,146$ 62,715,717$ 67,091,346$ Contributions as a percentage of covered payroll 9.22%9.74%9.52%12.72% * The amounts presented for each fiscal year were determined as of June 30th of the previous year. -125- Fiscal Year 2019 2020 2021 2022 2023 2024 9,182,373$ 14,075,061$ 13,817,681$ 14,841,836$ 16,551,130$ 19,393,790$ 9,182,373$ 14,075,061$ 13,817,681$ 14,841,836$ 16,551,130$ 19,393,790$ 72,086,900$ 77,809,516$ 85,677,368$ 89,691,054$ 100,826,363$ 110,854,539$ 12.74%18.09%16.13%16.55%16.42%17.49% -126- For the Fiscal Year Ended June 30, 2024 Fiscal Year 2018 2019 2020 2021 2022 2023 2024 Service cost 1,756,755$ 1,339,312$ 1,386,188$ 2,350,138$ 2,432,393$ 2,517,527$ 1,642,188$ Interest 1,152,108 1,184,266 849,681 549,528 726,383 824,089 930,952 Changes of assumptions and other inputs - (11,017,853) - 6,445,394 - (15,401,078) (70,966) Benefit payments and implicit subsidy credit (1,428,996) (1,079,974) (1,050,615) (1,092,103) (1,222,595) (1,083,168) (1,115,840) Net change in OPEB liability 1,479,867 (9,574,249) 1,185,254 8,252,957 1,936,181 (13,142,630) 1,386,334 Total OPEB liability - beginning 32,896,294 34,376,161 24,801,912 25,987,166 34,240,123 36,176,304 23,033,674 Total OPEB liability - ending 34,376,161$ 24,801,912$ 25,987,166$ 34,240,123$ 36,176,304$ 23,033,674$ 24,420,008$ Covered-employee payroll**65,409,667$ 69,941,231$ 72,389,174$ 85,677,368$ 89,691,054$ 100,826,363$ 110,854,539$ 52.6% 35.5% 35.9% 40.0% 40.3% 22.8% 22.0% ** Amounts presented are as of the measurement date, which is one year in arrears. Deschutes County, Oregon Schedule of Changes in the County's Total OPEB Liability Deschutes County Plan Last Seven Fiscal Years* There are no assets accumulated in the OPEB plan that meets the criteria of GASB codification P22.101 to pay related benefits for the Pension/OPEB plan. * The schedule is required to show information for 10 years. However, until a full 10-year trend is compiled, the information presented is for those years which information is available. Total OPEB liability as a percentage of covered-employee payroll -127- Deschutes County, Oregon Schedule of the Proportionate Share of the Net OPEB Liability (Asset) Oregon Public Employees Retirement System (OPEB-RHIA Component) Last Eight Fiscal Years* Fiscal Year 2017 2018 2019 2020 2021 2022 2023 2024 Proportion of the net OPEB liability (asset) 0.62% 0.61% 0.63% 0.66% 0.59% 0.53% 0.47% 0.56% Proportionate share of the net OPEB liability (asset) 167,543$ (252,752)$ (707,109)$ (1,270,129)$ (1,204,828)$ (1,834,569)$ (1,656,597)$ (2,035,705)$ Covered payroll 59,447,651$ 62,728,445$ 67,106,755$ 72,086,900$ 77,809,516$ 85,677,368$ 89,691,054$ 100,826,363$ Proportionate share of the net OPEB liability (asset) as a percentage of covered payroll 0.28%-0.40%-1.05%-1.76%-1.55%-2.14%-1.85%-2.02% Plan fiduciary net position as a percentage of the total OPEB liability 94.15%108.88%123.99%144.36%150.07%183.86%194.66%201.60% * Schedule is intended to show information for 10 years. Additional years will be displayed as they become available. The amounts presented for each fiscal year were determined as of June 30 of the previous year. -128- Deschutes County, Oregon Schedule of Net OPEB Liability (Asset) Employer Contributions Oregon Public Employees Retirement System (OPEB-RHIA Component) Last Eight Fiscal Years* Fiscal Year 2017 2018 2019 2020 2021 2022 2023 2024 Contractually required contribution 301,513$ 304,046$ 325,768$ 42,226$ 14,294$ 11,491$ 10,956$ 2,891$ Contributions in relation to the contractually required contribution 301,513$ 304,046$ 325,768$ 42,226$ 14,294$ 11,491$ 10,956$ 2,891$ County's covered payroll 62,728,445$ 67,106,755$ 72,086,900$ 77,809,516$ 85,677,368$ 89,691,054$ 100,826,363$ 110,854,539$ Contributions as a percentage of covered payroll 0.48% 0.45% 0.45% 0.05% 0.02% 0.01% 0.01% 0.00% * Schedule is intended to show information for 10 years. Additional years will be displayed as they become available. The amounts presented for each fiscal year were determined as of June 30 of the current year. -129- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 1,602,827$ 1,602,827$ 1,550,486$ (52,341)$ Intergovernmental 4,299,398 4,678,577 4,643,605 (34,972) Investment earnings 345,567 345,567 708,466 362,899 Licenses and permits 36,445 36,445 43,020 6,575 Taxes - property 37,744,800 37,744,800 38,614,980 870,180 Transfers in 97,290 103,790 103,790 - Total revenues 44,126,327 44,512,006 45,664,347 1,152,341 EXPENDITURES Current: General Government | Assessor 6,189,597 6,189,597 5,587,738 601,859 General Government | Board of Property Tax Appeal 97,522 97,522 79,788 17,734 General Government | Clerk and Elections 2,351,515 2,351,515 2,087,270 264,245 General Government | Non-Departmental 1,653,416 2,269,666 2,212,743 56,923 General Government | Property Management 539,558 539,558 510,329 29,229 General Government | Tax Office 940,770 940,770 871,903 68,867 Health and Welfare | Veterans' Services 840,104 934,283 872,563 61,720 Public Safety | District Attorney 11,630,172 11,636,672 11,237,083 399,589 Public Safety | Medical Examiner 374,224 461,224 391,213 70,011 Not allocated to organizational units: Contingency 12,342,000 11,850,095 - 11,850,095 Transfers out 20,993,449 21,067,104 20,305,526 761,578 Total expenditures 57,952,327 58,338,006 44,156,156 14,181,850 Net change in fund balances (13,826,000) (13,826,000) 1,508,191 15,334,191 Fund balances, budget basis - beginning of year 13,826,000 13,826,000 13,984,335 158,335 Fund balances, budget basis - end of year -$ -$ 15,492,526 15,492,526$ Unrealized gain (loss) on investments (239,417) Unavailable revenues - services provided (26,013) Economic Development 401,776 Assessment, Taxation & Clerk Reserve 1,840,172 Project Development 3,351,742 General County Projects 2,265,896 General Capital Reserve 10,710,313 Community Justice Juvenile 1,329,071 Code Abatement 180,472 Vehicle Maintenance & Replacement 2,579,324 Fund balances, GAAP basis - end of year 37,885,862$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual General Fund For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -130- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 602,610$ 602,610$ 743,781$ 141,171$ Contributions and donations 78,615 78,615 99,145 20,530 Fines, forfeitures and penalties 181,600 181,600 284,250 102,650 Intergovernmental 60,968,685 60,968,685 54,012,295 (6,956,390) Investment earnings 20,000 20,000 53,695 33,695 Licenses and permits 300,000 300,000 404,595 104,595 Other 62,000 62,000 61,656 (344) Transfers in 3,651,787 3,651,787 3,651,787 - Total revenues 65,865,297 65,865,297 59,311,204 (6,554,093) EXPENDITURES Current: Public safety 65,592,097 65,591,097 59,040,346 6,550,751 Not allocated to organizational units: Transfers out 273,200 274,200 270,858 3,342 Total expenditures 65,865,297 65,865,297 59,311,204 6,554,093 Net change in fund balances - - - - Fund balances, budget basis - beginning of year - - - - Fund balances, budget basis - end of year -$ -$ -$ -$ Unrealized gain (loss) on investments (18,805) Revenue recognized on GAAP basis, not budgetary basis 169,060 Unavailable revenue - services provided (150,255) Fund balances, GAAP basis - end of year -$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual Sheriff's Office For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -131- Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 264,000$ 264,000$ 515,925$ 251,925$ Taxes - property 38,190,124 38,336,062 38,421,472 85,410 Total revenues 38,454,124 38,600,062 38,937,397 337,335 EXPENDITURES Current: Public safety 40,382,403 41,770,045 37,018,610 4,751,435 Not allocated to organizational units: Contingency 8,661,037 6,358,217 - 6,358,217 Total expenditures 49,043,440 48,128,262 37,018,610 11,109,652 Net change in fund balances (10,589,316) (9,528,200) 1,918,787 11,446,987 Fund balances, budget basis - beginning of year 10,589,316 9,528,200 9,528,200 - Fund balances, budget basis - end of year -$ -$ 11,446,987 11,446,987$ Unrealized gain (loss) on investments (139,199) Expenditure recognized on GAAP basis, not budgetary basis (124,344) Fund balances, GAAP basis - end of year 11,183,444$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Countywide Law Enforcement District Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -132- Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 65,000$ 65,000$ 149,987$ 84,987$ Taxes - property 15,230,056 15,309,654 15,363,800 54,146 Total revenues 15,295,056 15,374,654 15,513,787 139,133 EXPENDITURES Current: Public safety 17,297,535 15,909,893 12,866,927 3,042,966 Not allocated to organizational units: Contingency 593,356 937,775 - 937,775 Total expenditures 17,890,891 16,847,668 12,866,927 3,980,741 Net change in fund balances (2,595,835) (1,473,014) 2,646,860 4,119,874 Fund balances, budget basis - beginning of year 2,595,835 1,473,014 1,473,014 - Fund balances, budget basis - end of year -$ -$ 4,119,874 4,119,874$ Unrealized gain (loss) on investments (50,047) Expenditure recognized on GAAP basis, not budgetary basis (44,716) Fund balances, GAAP basis - end of year 4,025,111$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Rural Law Enforcement District Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -133- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 2,135,075$ 2,135,075$ 2,012,357$ (122,718)$ Fines, forfeitures and penalties 2,000 2,000 2,296 296 Intergovernmental 24,391,357 24,391,357 24,929,077 537,720 Investment earnings 288,342 288,342 449,951 161,609 Loan repayments 5,000 5,000 6,051 1,051 Rentals 1,248 1,248 1,163 (85) Transfers in 2,700,000 2,700,000 2,700,000 - Total revenues 29,523,022 29,523,022 30,100,895 577,873 EXPENDITURES Current: County roads 22,414,543 22,414,543 17,999,723 4,414,820 Not allocated to organizational units: Contingency 5,902,173 5,902,173 - 5,902,173 Transfers out 12,700,000 12,700,000 12,700,000 - Total expenditures 41,016,716 41,016,716 30,699,723 10,316,993 Net change in fund balances (11,493,694) (11,493,694) (598,828) 10,894,866 Fund balances, budget basis - beginning of year 11,493,694 11,493,694 13,454,964 1,961,270 Fund balances, budget basis - end of year -$ -$ 12,856,136 12,856,136$ Unrealized gain (loss) on investments (204,349) Inventory 2,798,174 Unavailable revenue - services provided (21,998) Fund balances, GAAP basis - end of year 15,427,963$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Road Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -134- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 3,927,767$ 3,927,767$ 4,881,253$ 953,486$ Contributions and donations 407,889 407,889 572,818 164,929 Intergovernmental 55,647,451 56,420,724 61,733,099 5,312,375 Investment earnings 650,380 650,380 1,348,031 697,651 Licenses and permits 8,800 8,800 - (8,800) Rentals 6,500 6,500 12,964 6,464 Transfers in 9,079,130 9,359,130 6,825,802 (2,533,328) Total revenues 69,727,917 70,781,190 75,373,967 4,592,777 EXPENDITURES Current: Health and welfare 71,057,251 72,318,465 67,066,943 5,251,522 Not allocated to organizational units: Contingency 7,737,952 7,480,011 - 7,480,011 Transfers out 3,213,247 3,543,247 1,284,994 2,258,253 Total expenditures 82,008,450 83,341,723 68,351,937 14,989,786 Net change in fund balances (12,280,533) (12,560,533) 7,022,030 19,582,563 Fund balances, budget basis - beginning of year 28,732,149 28,718,750 32,267,606 3,548,856 Fund balances, budget basis - end of year 16,451,616$ 16,158,217$ 39,289,636 23,131,419$ Receivables not recognized on budgetary basis 99,153 Unrealized gain (loss) on investments (530,002) Unavailable revenue - services provided (5,900,066) Fund balances, GAAP basis - end of year 32,958,721$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon Health Services Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -135- Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 2,311,073$ 14,139,137$ 3,762,560$ (10,376,577)$ Investment earnings 319,460 319,460 297,738 (21,722) Total revenues 2,630,533 14,458,597 4,060,298 (10,398,299) EXPENDITURES Current: General government 12,326,272 9,837,656 3,762,561 6,075,095 Not allocated to organizational units: Transfers out 5,022,145 5,022,145 400,000 4,622,145 Total expenditures 17,348,417 14,859,801 4,162,561 10,697,240 Net change in fund balances (14,717,884) (401,204) (102,263) 298,941 Fund balances, budget basis - beginning of year 14,717,884 401,204 401,206 2 Fund balances, budget basis - end of year -$ -$ 298,943 298,943$ Unrealized gain (loss) on investments (132,369) Fund balances, GAAP basis - end of year 166,574$ The notes to the required supplementary information are an integral part of this schedule. Deschutes County, Oregon American Rescue Plan Act Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -136- Deschutes County, Oregon Notes to Required Supplementary Information June 30, 2024 NOTE 1 – ADJUSTMENTS FROM BUDGETARY BASIS OF ACCOUNTING TO GAAP The County has certain governmental funds maintained for budgetary purposes that do not meet the definition of Special Revenue Funds for GAAP reporting purposes. At year-end, the ending fund balances for each of these funds are combined with the General Fund. Additional adjustments made from the Budgetary Basis of Accounting to GAAP include the recognition of unrealized gain/loss on investments, recognition of receivables on GAAP basis (i.e. collections on short-term receivables, not shown in budget basis), exclusion of receivables from budgetary basis (i.e. grant revenue excluded by GAAP due to timing of the award), recognition of unavailable revenue on GAAP basis (i.e. revenue included in budget basis, not collected in 60 days), and the consumption of inventories. NOTE 2 – STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY The Board of County Commissioners adopts a resolution authorizing appropriations, which establishes the level by which expenditures cannot lawfully exceed appropriations. Within the General Fund, legal appropriations are established at the department-level for programmatic appropriation with the remaining appropriation allocated against the fund, in its entirety, as debt service, transfers to other funds, and contingency. Remaining County funds are not appropriated by department-level, instead each fund is legally authorized appropriations against programmatic, debt service, special payments, transfers to other funds, and contingency. NOTE 3 – PENSION PLAN SEPARATELY ISSUED REPORT – OREGON PUBLIC EMPLOYEES RETIREMENT SYSTEM Information concerning the State of Oregon Public Employee Retirement System’s fiduciary performance can be found at www.oregon.gov/pers. NOTE 4 – OTHER POST EMPLOYMENT BENEFIT SEPARATELY ISSUED REPORT – RHIA Information concerning the State of Oregon Public Employee Retirement System Retiree Health Insurance Account’s (RHIA’s) fiduciary performance can be found at www.oregon.gov/pers. -137- Other Supplementary Information For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -138-     -139- Combining and Individual Funds Statements and Schedules – Major Governmental Funds and Sub-Funds – General Fund For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -140- General Court Assessor, Fund Economic Technology Clerk and Tax Project Operations Development Reserve Reserve Development ASSETS Cash and cash equivalents 2,587,522$ 46,896$ -$ 246,414$ 448,029$ 16,720,611 303,315 - 1,593,758 2,897,771 Taxes receivable 689,609 - - - - Accounts receivable 627,591 - - - 255 Notes and contracts receivable 100,000 51,565 - - 128,867 Lease receivable - - - - 409,204 Total assets 20,725,333$ 401,776$ -$ 1,840,172$ 3,884,126$ LIABILITIES Accounts payable and other current liabilities 511,953$ -$ -$ -$ 7,003$ Payroll liabilities 2,896,618 - - - - Deposits 18,089 - - - 2,060 Unearned revenue 1,343,257 - - - 445 Total liabilities 4,769,917 - - - 9,508 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 599,655 - - - - Unavailable revenue - services provided 28,665 - - - - Unavailable revenue - contracts of sale 100,000 - - - 129,122 Unavailable revenue - leases - - - - 393,754 Total deferred inflows of resources 728,320 - - - 522,876 FUND BALANCES Nonspendable - 47,062 - - - Committed - 354,714 - - - Assigned - - - 1,840,172 3,351,742 Unassigned 15,227,096 - - - - Total fund balances 15,227,096 401,776 - 1,840,172 3,351,742 Total liabilities, deferred inflows of resources and fund balances 20,725,333$ 401,776$ -$ 1,840,172$ 3,884,126$ Investments, at fair value; plus accrued interest June 30, 2024 Deschutes County, Oregon General Fund and Sub-Funds of General Fund Combining Balance Sheet -141- General General Community Vehicle County County Justice Code Maintenance Projects Reserve Juvenile Abatement and Replacement Total 342,165$ 1,434,195$ 177,749$ 38,054$ 345,391$ 5,666,415$ 2,213,067 9,276,118 1,149,005 246,126 2,233,933 36,633,704 21,283 - - - - 710,892 - - 215,158 - - 843,004 - - - - - 280,432 - - 291,727 - - 700,931 2,576,515$ 10,710,313$ 1,833,639$ 284,180$ 2,579,324$ 44,835,378$ 292,087$ -$ 37,673$ 103,708$ -$ 952,424$ - - 156,084 - - 3,052,702 - - - - - 20,149 - - - - - 1,343,702 292,087 - 193,757 103,708 - 5,368,977 18,532 - - - - 618,187 - - 28,036 - - 56,701 - - - - - 229,122 - - 282,775 - - 676,529 18,532 - 310,811 - - 1,580,539 - - - - - 47,062 - 10,710,313 - - - 11,065,027 2,265,896 - 1,329,071 180,472 2,579,324 11,546,677 - - - - - 15,227,096 2,265,896 10,710,313 1,329,071 180,472 2,579,324 37,885,862 2,576,515$ 10,710,313$ 1,833,639$ 284,180$ 2,579,324$ 44,835,378$ -142- General Court Assessor, Fund Economic Technology Clerk and Tax Project Operations Development Reserve Reserve Development REVENUES Taxes - property 38,614,980$ -$ -$ -$ -$ Licenses and permits 43,020 - - - - Investment earnings (losses) 1,027,302 17,348 6,049 84,611 139,237 Rents - - - - 739,824 Intergovernmental 4,643,605 12,879 - - - Charges for services 1,524,473 - - - 6,081 Contributions and donations - - - - - Payments on contracts of sale - - - - 129,615 Other - - - - - Total revenues 45,853,380 30,227 6,049 84,611 1,014,757 EXPENDITURES Current: General government 11,348,438 - - 374,039 Public safety 11,607,758 - - - - Health and welfare 867,928 - - - - Debt service: Principal payments 26,506 - - - - Capital outlay 26,483 - - - - Total expenditures 23,877,113 - - - 374,039 Excess (deficiency) of revenues over expenditures 21,976,267 30,227 6,049 84,611 640,718 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases 26,483 - - - - Inter-fund: Transfers in 103,790 - - - 644,964 Transfers out (8,831,104) - (190,795) - (532,338) Intra-fund: Transfers in - - - 120,000 - Transfers out (11,474,422) - - - - Total other financing sources (uses)(20,175,253) - (190,795) 120,000 112,626 Net change in fund balances 1,801,014 30,227 (184,746) 204,611 753,344 Fund balances - beginning of year 13,426,082 371,549 184,746 1,635,561 2,598,398 Fund balances - end of year 15,227,096$ 401,776$ -$ 1,840,172$ 3,351,742$ Deschutes County, Oregon General Fund and Sub-Funds of General Fund Combining Schedule of Revenues, Expenditures and Changes in Fund Balances For the Fiscal Year Ended June 30, 2024 -143- General General Community Vehicle County County Justice Code Maintenance Projects Reserve Juvenile Abatement and Replacement Total 1,209,142$ -$ -$ -$ -$ 39,824,122$ - - - - - 43,020 90,436 382,234 90,830 7,108 113,888 1,959,043 - - 102,792 - - 842,616 30,000 - 749,423 - - 5,435,907 18,459 - 116,837 200,000 5,861 1,871,711 - - 450 - - 450 - - - - - 129,615 - - - - 62,227 62,227 1,348,037 382,234 1,060,332 207,108 181,976 50,168,711 1,196,175 - - 144,809 230,150 13,293,611 - - 7,843,455 - - 19,451,213 - - - - - 867,928 - - 12,037 - - 38,543 195,715 - 72,254 - 281,780 576,232 1,391,890 - 7,927,746 144,809 511,930 34,227,527 (43,853) 382,234 (6,867,414) 62,299 (329,954) 15,941,184 - - 42,989 - - 69,472 181,000 1,123,720 - - 629,466 2,682,940 - - - - - (9,554,237) 715,586 4,430,707 6,798,630 - 130,116 12,195,039 - (600,000) (120,617) - - (12,195,039) 896,586 4,954,427 6,721,002 - 759,582 (6,801,825) 852,733 5,336,661 (146,412) 62,299 429,628 9,139,359 1,413,163 5,373,652 1,475,483 118,173 2,149,696 28,746,503 2,265,896$ 10,710,313$ 1,329,071$ 180,472$ 2,579,324$ 37,885,862$ -144- Deschutes County, Oregon Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 8,100$ 8,100$ 11,101$ 3,001$ Loan repayments - - 9,451 9,451 Total revenues 8,100 8,100 20,552 12,452 EXPENDITURES Current: General government 332,494 332,494 - 332,494 Total expenditures 332,494 332,494 - 332,494 Net change in fund balances (324,394) (324,394) 20,552 344,946 Fund balances, budget basis - beginning of year 324,394 324,394 334,002 9,608 Fund balances, budget basis - end of year -$ -$ 354,554 354,554$ Notes and contracts receivable recognized under GAAP 51,565 Unrealized gain (loss) on investments (4,343) Fund balances, GAAP basis - end of year 401,776$ Budgeted Amounts Economic Development (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 -145- Deschutes County, Oregon Court Technology Reserve (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings -$ -$ -$ -$ Total revenues - - - - EXPENDITURES Not allocated to organizational units: Transfers out 197,000 197,000 190,795 6,205 Total expenditures 197,000 197,000 190,795 6,205 Net change in fund balances (197,000) (197,000) (190,795) 6,205 Fund balances, budget basis - beginning of year 197,000 197,000 190,795 (6,205) Fund balances, budget basis - end of year -$ -$ - -$ Unrealized gain (loss) on investments - Fund balances, GAAP basis - end of year -$ Budgeted Amounts -146- Deschutes County, Oregon Assessor, Clerk and Tax Reserve (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 33,583$ 33,583$ 53,877$ 20,294$ Transfers in 120,000 120,000 120,000 - Total revenues 153,583 153,583 173,877 20,294 EXPENDITURES Current: General government - - - - Total expenditures - - - - Net change in fund balances 153,583 153,583 173,877 20,294 Fund balances, budget basis - beginning of year 1,679,159 1,679,159 1,689,116 9,957 Fund balances, budget basis - end of year 1,832,742$ 1,832,742$ 1,862,993$ 30,251$ Unrealized gain (loss) on investments (22,821) Fund balances, GAAP basis - end of year 1,840,172$ Budgeted Amounts -147- Deschutes County, Oregon Project Development (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 9,000$ 9,000$ 6,081$ (2,919)$ Investment earnings 47,161 47,161 95,984 48,823 Payments on contracts of sale 341,217 341,217 129,615 (211,602) Rentals 690,704 690,704 739,669 48,965 Transfers in - 629,964 644,964 15,000 Total revenues 1,088,082 1,718,046 1,616,313 (101,733) EXPENDITURES Current: General government 2,885,790 3,235,749 374,039 2,861,710 Not allocated to organizational units: Transfers out 578,217 578,217 532,338 45,879 Total expenditures 3,464,007 3,813,966 906,377 2,907,589 Net change in fund balances (2,375,925) (2,095,920) 709,936 2,805,856 Fund balances, budget basis - beginning of year 2,375,925 2,375,925 2,667,848 291,923 Fund balances, budget basis - end of year -$ 280,005$ 3,377,784 3,097,779$ Unrealized gain (loss) on investments (41,492) Lease receivable 409,204 Unavailable lease revenue (393,754) Fund balances, GAAP basis - end of year 3,351,742$ Budgeted Amounts -148- Deschutes County, Oregon General County Projects (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ -$ 18,459$ 18,459$ Intergovernmental - - 30,000 30,000 Investment earnings 16,992 16,992 72,618 55,626 Taxes - property 1,167,000 1,167,000 1,209,142 42,142 Transfers in 1,559,500 1,559,500 896,586 (662,914) Total revenues 2,743,492 2,743,492 2,226,805 (516,687) EXPENDITURES Current: General government 3,290,228 3,290,228 1,391,890 1,898,338 Not allocated to organizational units: Contingency 208,465 208,465 - 208,465 Total expenditures 3,498,693 3,498,693 1,391,890 2,106,803 Net change in fund balances (755,201) (755,201) 834,915 1,590,116 Fund balances, budget basis - beginning of year 755,201 755,201 1,462,669 707,468 Fund balances, budget basis - end of year -$ -$ 2,297,584 2,297,584$ Unrealized gain (loss) on investments (31,688) Fund balances, GAAP basis - end of year 2,265,896$ Budgeted Amounts -149- Deschutes County, Oregon General County Reserve (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 393,171$ 393,171$ -$ (393,171)$ Investment earnings 110,505 110,505 339,099 228,594 Transfers in 10,176,572 10,176,572 5,554,427 (4,622,145) Total revenues 10,680,248 10,680,248 5,893,526 (4,786,722) EXPENDITURES Not allocated to organizational units: Transfers out 600,000 600,000 600,000 - Total expenditures 600,000 600,000 600,000 - Net change in fund balances 10,080,248 10,080,248 5,293,526 (4,786,722) Fund balances, budget basis - beginning of year 5,525,271 5,525,271 5,549,609 24,338 Fund balances, budget basis - end of year 15,605,519$ 15,605,519$ 10,843,135 (4,762,384)$ Unrealized gain (loss) on investments (132,822) Fund balances, GAAP basis - end of year 10,710,313$ Budgeted Amounts -150- Deschutes County, Oregon Community Justice - Juvenile (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 86,000$ 86,000$ 116,837$ 30,837$ Contributions and donations 500 500 450 (50) Intergovernmental 799,940 799,940 777,459 (22,481) Investment earnings 37,500 37,500 54,078 16,578 Rentals 90,228 90,228 93,840 3,612 Transfers in 6,798,630 6,798,630 6,798,630 - Total revenues 7,812,798 7,812,798 7,841,294 28,496 EXPENDITURES Current: Public safety 8,481,279 8,481,279 7,884,757 596,522 Not allocated to organizational units: Contingency 710,902 710,902 - 710,902 Transfers out 120,617 120,617 120,617 - Total expenditures 9,312,798 9,312,798 8,005,374 1,307,424 Net change in fund balances (1,500,000) (1,500,000) (164,080) 1,335,920 Fund balances, budget basis - beginning of year 1,500,000 1,500,000 1,528,687 28,687 Fund balances, budget basis - end of year -$ -$ 1,364,607 1,364,607$ Unavailable revenue (28,036) Lease receivable 291,727 Unavailable revenue - lease revenue (282,775) Unrealized gain (loss) on investments (16,452) Fund balances, GAAP basis - end of year 1,329,071$ Budgeted Amounts -151- Deschutes County, Oregon Code Abatement (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ 200,000$ 200,000$ -$ Investment earnings 3,000 3,000 6,763 3,763 Total revenues 3,000 203,000 206,763 3,763 EXPENDITURES Current: General government 121,875 321,875 144,809 177,066 Total expenditures 121,875 321,875 144,809 177,066 Net change in fund balances (118,875) (118,875) 61,954 180,829 Fund balances, budget basis - beginning of year 118,875 118,875 122,042 3,167 Fund balances, budget basis - end of year -$ -$ 183,996 183,996$ Unrealized gain (loss) on investments (3,524) Fund balances, GAAP basis - end of year 180,472$ Budgeted Amounts -152- Deschutes County, Oregon Vehicle Maintenance and Replacement (Sub-Fund of General Fund) Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ -$ 5,861$ 5,861$ Investment earnings 54,990 54,990 75,321 20,331 Other 35,000 35,000 62,227 27,227 Transfers in 759,582 759,582 759,582 - Total revenues 849,572 849,572 902,991 53,419 EXPENDITURES Current: General government 1,132,000 1,132,000 511,930 620,070 Not allocated to organizational units: Contingency 1,917,123 1,917,123 - 1,917,123 Total expenditures 3,049,123 3,049,123 511,930 2,537,193 Net change in fund balances (2,199,551) (2,199,551) 391,061 2,590,612 Fund balances, budget basis - beginning of year 2,199,551 2,199,551 2,220,250 20,699 Fund balances, budget basis - end of year -$ -$ 2,611,311 2,611,311$ Unrealized gain (loss) on investments (31,987) Fund balances, GAAP basis - end of year 2,579,324$ Budgeted Amounts -153- Combining and Individual Funds Statements and Schedules – Major Governmental Funds – Capital Project Funds For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -154- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ -$ 28,774$ 28,774$ Intergovernmental 1,704,116 1,704,116 2,342,101 637,985 Investment earnings 475,310 475,310 580,958 105,648 Transfers in 12,500,000 12,500,000 12,500,000 - Total revenues 14,679,426 14,679,426 15,451,833 772,407 EXPENDITURES Current: County roads 23,772,827 24,142,169 23,124,455 1,017,714 Not allocated to organizational units: Contingency 9,918,979 9,549,637 - 9,549,637 Total expenditures 33,691,806 33,691,806 23,124,455 10,567,351 Net change in fund balances (19,012,380) (19,012,380) (7,672,622) 11,339,758 Fund balances, budget basis - beginning of year 19,012,380 19,012,380 23,347,907 4,335,527 Fund balances, budget basis - end of year -$ -$ 15,675,285 15,675,285$ Unrealized gain (loss) on investments (208,020) Fund balances, GAAP basis - end of year 15,467,265$ Deschutes County, Oregon Road Capital Improvement Plan Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -155- Deschutes County, Oregon Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Bonds issued 40,000,000$ 40,000,000$ 18,570,483$ (21,429,517)$ Bond premium - - 1,929,517 1,929,517 Charges for services 50,000 50,000 65,906 15,906 Investment earnings 673,703 673,703 762,261 88,558 Transfers in 497,000 497,000 572,544 75,544 Total revenues 41,220,703 41,220,703 21,900,711 (19,319,992) EXPENDITURES Current: General government 13,716,828 13,716,828 6,259,059 7,457,769 Total expenditures 13,716,828 13,716,828 6,259,059 7,457,769 Net change in fund balances 27,503,875 27,503,875 15,641,652 (11,862,223) Fund balances, budget basis - beginning of year 2,948,125 2,948,125 6,627,769 3,679,644 Fund balances, budget basis - end of year 30,452,000$ 30,452,000$ 22,269,421 (8,182,579)$ Unrealized gain (loss) on investments (488,599) Retainage payable (606,470) Fund balances, GAAP basis - end of year 21,174,352$ Budgeted Amounts Campus Improvement -156-     -157- Combining and Individual Funds Statements and Schedules – Major and Non-Major Proprietary Funds – Enterprise Funds For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -158- Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 15,678,000$ 15,918,000$ 17,347,450$ 1,429,450$ Investment earnings 763,041 763,041 835,818 72,777 Other 17,000 17,000 29,269 12,269 Rentals 1 1 1 - Transfers in 2,600,000 3,510,000 2,600,000 (910,000) Total revenues 19,058,042 20,208,042 20,812,538 604,496 EXPENDITURES Current: County services 30,626,686 29,916,686 26,985,219 2,931,467 Not allocated to organizational units: Contingency 12,119,427 13,069,127 - 13,069,127 Debt service 2,302,340 2,302,640 2,302,520 120 Transfers out 2,613,962 3,523,962 2,613,962 910,000 Total expenditures 47,662,415 48,812,415 31,901,701 16,910,714 Net change in fund balances (28,604,373) (28,604,373) (11,089,163) 17,515,210 Fund balances, budget basis - beginning of year 30,521,677 30,521,677 32,526,375 2,004,698 Fund balances, budget basis - end of year 1,917,304$ 1,917,304$ 21,437,212 19,519,908$ Unrealized gain (loss) on investments (279,401) Capital assets (net of accumulated depreciation and amortization) 47,380,177 Deferred charge on refunding 140,872 Deferred outflows of resources - OPEB RHIA 803 Deferred outflows of resources - OPEB 81,623 Deferred outflows of resources - pension 1,075,809 Accrued interest (77,572) Accrued compensated leave (366,967) Retainage payable (910,147) Lease payable (2,170) Other postemployment benefits - RHIA 37,836 Other postemployment benefits (453,870) Net pension liability (2,654,907) Bonds (net of unamortized premiums/discounts) (24,733,045) Accrued landfill closure and postclosure costs (17,719,325) Deferred inflows of resources - OPEB RHIA (4,276) Deferred inflows of resources - OPEB (327,203) Deferred inflows of resources - pension (227,664) Net position, GAAP basis - end of year 22,397,785$ Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual Solid Waste For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -159- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 4,576,450$ 4,576,450$ 5,329,000$ 752,550$ Intergovernmental 53,167 53,167 53,167 - Investment earnings 100,300 100,300 144,689 44,389 Other 2,500 2,500 1,899 (601) Transfers in 1,938,210 1,938,210 1,756,851 (181,359) Total revenues 6,670,627 6,670,627 7,285,606 614,979 EXPENDITURES Current: County services 7,306,993 7,306,993 6,671,066 635,927 Not allocated to organizational units: Contingency 484,764 260,822 - 260,822 Debt service 100,190 100,190 100,139 51 Transfers out 272,845 272,845 120,280 152,565 Total expenditures 8,164,792 7,940,850 6,891,485 1,049,365 Net change in fund balances (1,494,165) (1,270,223) 394,121 1,664,344 Fund balances, budget basis - beginning of year 3,885,990 3,662,048 3,826,431 164,383 Fund balances, budget basis - end of year 2,391,825$ 2,391,825$ 4,220,552 1,828,727$ Unrealized gain (loss) on investments (58,415) Prepaid expenses 290,877 Capital assets (net of accumulated depreciation and amortization) 16,019,584 Deferred charge on refunding 2,879 Deferred outflows of resources - OPEB RHIA 418 Deferred outflows of resources - OPEB 42,524 Deferred outflows of resources - pension 560,471 Accrued interest (456) Unearned revenues (18,920) Compensated leave (205,636) Lease payable (2,683) Other postemployment benefits - RHIA 19,712 Other postemployment benefits (236,459) Net pension liability (1,383,163) Bonds (net of unamortized premiums/discounts) (283,855) Deferred inflows of resources - OPEB RHIA (2,228) Deferred inflows of resources - OPEB (170,467) Deferred inflows of resources - pension (118,609) Net position, GAAP basis - end of year 18,676,126$ Fair and Expo Center Budgeted Amounts -160- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 528,500$ 528,500$ 526,442$ (2,058)$ Investment earnings 2,300 2,300 8,447 6,147 Transfers in 180,000 180,000 180,000 - Total revenues 710,800 710,800 714,889 4,089 EXPENDITURES Current: County services 394,501 394,501 294,603 99,898 Not allocated to organizational units: Contingency 135,220 135,220 - 135,220 Debt service 222,630 222,630 222,596 34 Transfers out 51,564 51,564 51,564 - Total expenditures 803,915 803,915 568,763 235,152 Net change in fund balances (93,115) (93,115) 146,126 239,241 Fund balances, budget basis - beginning of year 93,115 93,115 166,642 73,527 Fund balances, budget basis - end of year -$ -$ 312,768 312,768$ Unrealized gain (loss) on investments (3,986) Capital assets (net of accumulated depreciation and amortization)1,722,368 Deferred outflows of resources - OPEB RHIA 27 Deferred outflows of resources - OPEB 2,722 Deferred outflows of resources - pension 35,879 Accrued interest (560) Accrued compensated leave (6,784) Other postemployment benefits - RHIA 1,262 Other postemployment benefits (15,140) Net pension liability (88,564) Bonds (net of unamortized premiums/discounts) (327,447) Deferred inflows of resources - OPEB RHIA (143) Deferred inflows of resources - OPEB (10,915) Deferred inflows of resources - pension (7,594) RV Park Reserve 1,502,753 Net position, GAAP basis - end of year 3,116,646$ RV Park Budgeted Amounts -161- Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 34,300$ 34,300$ 45,518$ 11,218$ Transfers in 51,564 51,564 51,564 - Total revenues 85,864 85,864 97,082 11,218 EXPENDITURES Current: County services 174,000 174,000 45,252 128,748 Total expenditures 174,000 174,000 45,252 128,748 Net change in fund balances (88,136) (88,136) 51,830 139,966 Fund balances, budget basis - beginning of year 1,372,453 1,372,453 1,469,559 97,106 Fund balances, budget basis - end of year 1,284,317$ 1,284,317$ 1,521,389 237,072$ Unrealized gain (loss) on investments (18,636) Net position, GAAP basis - end of year 1,502,753$ Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual RV Park Reserve (Sub-Fund of RV Park) For the Fiscal Year Ended June 30, 2024 Budgeted Amounts -162-     -163- Combining and Individual Funds Statements and Schedules – Nonmajor Governmental Funds and Sub-Funds For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -164- Deschutes County, Oregon Combining Balance Sheet Nonmajor Governmental Funds June 30, 2024 Total Special Debt Nonmajor Revenue Service Governmental Funds Fund Funds ASSETS Cash and cash equivalents 7,284,291$ -$ 7,284,291$ Investments, at fair value; plus accrued interest 47,107,041 - 47,107,041 Taxes receivable 1,758,894 - 1,758,894 Accounts receivable 1,519,123 - 1,519,123 Lease receivable - 854,954 854,954 Notes and contracts receivable 20,296 - 20,296 Total assets 57,689,645$ 854,954$ 58,544,599$ LIABILITIES Accounts payable and other current liabilities 1,886,133$ -$ 1,886,133$ Payroll liabilities 610,247 - 610,247 Unearned revenues 1,897,640 - 1,897,640 Total liabilities 4,394,020 - 4,394,020 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 185,474 - 185,474 Unavailable revenue - services performed 571,746 - 571,746 Unavailable revenue - leases - 818,803 818,803 Total deferred inflows of resources 757,220 818,803 1,576,023 FUND BALANCES Restricted 47,293,991 - 47,293,991 Committed 5,244,626 36,151 5,280,777 Unassigned (212) - (212) Total fund balances 52,538,405 36,151 52,574,556 Total liabilities, deferred inflows of resources and fund balances 57,689,645$ 854,954$ 58,544,599$ -165- Total Special Capital Debt Nonmajor Revenue Projects Service Governmental Funds Fund Fund Funds REVENUES Taxes - property 11,825,960$ -$ 11,825,960$ Taxes - other 12,438,741 - 12,438,741 Licenses and permits 1,788,345 - 1,788,345 Fines, forfeitures and penalties 609,362 - 609,362 Investment earnings (losses) 2,887,913 47,703 2,935,616 Rents - 1,191,728 1,191,728 Charges for services 9,955,875 1,556,249 11,512,124 Contributions and donations 6,506 - 6,506 Other 50,789 - 50,789 Intergovernmental 19,863,494 177,130 20,040,624 Total revenues 59,426,985 2,972,810 62,399,795 EXPENDITURES Current: General government 20,828,819 - 20,828,819 Public safety 20,786,848 - 20,786,848 County roads 7,908,046 - 7,908,046 Debt service: Principal 376,311 3,410,890 3,787,201 Interest - 1,440,854 1,440,854 Trustee fees - 900 900 Bond issuance costs - 165,170 165,170 Capital outlay 2,059,073 - 2,059,073 Total expenditures 51,959,097 5,017,814 56,976,911 Excess (deficiency) of revenues over expenditures 7,467,888 (2,045,004) 5,422,884 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases 468,633 - 468,633 Issuance of long-term debt - subscriptions 137,604 - 137,604 Payment to refunded bond escrow agent - (5,919,918) (5,919,918) Bonds issued - 129,517 129,517 Bonds premium - 568,170 568,170 Refunding bonds issued - 5,395,000 5,395,000 Transfers in 6,807,829 1,739,325 8,547,154 Transfers out (14,957,932) (280,005) (15,237,937) Total other financing sources (uses) (7,543,866) 1,632,089 (5,911,777) Net change in fund balances (75,978) (412,915) (488,893) Fund balances - beginning of year As previously reported 52,614,383 5,866,734 449,066 58,930,183 Change from nonmajor to major fund - (5,866,734) - (5,866,734) Fund balances - beginning of year 52,614,383 - 449,066 53,063,449 Fund balances - end of year 52,538,405$ -$ 36,151$ 52,574,556$ Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -166- Deschutes County, Oregon Combining Balance Sheet Nonmajor Special Revenue Funds June 30, 2024 Park Park Justice Acquisition and Development County Special Taylor Court Development Fees School Transportation Grazing ASSETS Cash and cash equivalents 3,089$ 128,669$ 12,891$ 75$ 932,192$ 5,539$ Investments, at fair value; plus accrued interest 14,802 832,208 83,373 484 6,029,251 35,823 Taxes receivable - - - - - - Accounts receivable 74,950 - - 12,643 - Notes and contracts receivable - - - - - - Total assets 17,891$ 1,035,827$ 96,264$ 559$ 6,974,086$ 41,362$ LIABILITIES Accounts payable and other current liabilities 2,578$ 201$ -$ -$ 1,128,910$ -$ Payroll liabilities 15,525 - - - - - Unearned revenues - - - - - - Total liabilities 18,103 201 - - 1,128,910 - DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes - - - - - - Unavailable revenue - services performed - - - - - - Total deferred inflows of resources - - - - - - FUND BALANCES Restricted - 1,035,626 96,264 559 5,845,176 41,362 Committed - - - - - - Unassigned (212) - - - - - Total fund balances (212) 1,035,626 96,264 559 5,845,176 41,362 Total liabilities, deferred inflow of resources and fund balances 17,891$ 1,035,827$ 96,264$ 559$ 6,974,086$ 41,362$ -167- County Transient Video Transient Foreclosed Victims'Law Clerk Room Tax Lottery Room Tax-1%Land Sales Assistance Library Records 451,121$ 130,951$ 621$ 19,594$ 33,269$ 17,959$ 41,762$ 2,917,771 846,965 4,014 126,734 215,180 116,159 270,110 1,353,799 - 193,400 - - - - 14,867 322,625 - - 299,339 - - - - - - - - - 4,737,558$ 1,300,541$ 198,035$ 146,328$ 547,788$ 134,118$ 311,872$ 240,182$ 144,450$ 3,946$ -$ 4,915$ -$ 30$ 5,195 - 746 - 31,705 - - 16,349 - - - 93,722 - - 261,726 144,450 4,692 - 130,342 - 30 - - - - - - - 28,992 - - - 244,126 - - 28,992 - - - 244,126 - - 4,446,840 1,156,091 193,343 146,328 173,320 134,118 311,842 - - - - - - - - - - - - - - 4,446,840 1,156,091 193,343 146,328 173,320 134,118 311,842 4,737,558$ 1,300,541$ 198,035$ 146,328$ 547,788$ 134,118$ 311,872$ -168- Deschutes County, Oregon Combining Balance Sheet (Continued) Nonmajor Special Revenue Funds June 30, 2024 Deschutes County CDD Court Communication Community Groundwater Newberry GIS Facilities System Reserve Development Partnership Neighborhood Dedicated ASSETS Cash and cash equivalents 71$ 50,906$ 1,557,360$ 4,213$ 25,127$ 47,279$ Investments, at fair value; plus accrued interest 461 329,255 10,071,446 27,245 162,519 305,786 Taxes receivable - - - - - - Accounts receivable - - 150 - - 2,443 Notes and contracts receivable - - - - - - Total assets 532$ 380,161$ 11,628,956$ 31,458$ 187,646$ 355,508$ LIABILITIES Accounts payable and other current liabilities -$ -$ 102,370$ 7,500$ -$ -$ Payroll liabilities - - 178,342 - - 7,907 Unearned revenues - - 39,171 - - - Total liabilities - - 319,883 7,500 - 7,907 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes - - - - - - Unavailable revenue - services performed - - - - - - Total deferred inflows of resources - - - - - - FUND BALANCES Restricted 532 - 11,309,073 23,958 187,646 347,601 Committed - 380,161 - - - - Unassigned - - - - - - Total fund balances 532 380,161 11,309,073 23,958 187,646 347,601 Total liabilities, deferred inflow of resources and fund balances 532$ 380,161$ 11,628,956$ 31,458$ 187,646$ 355,508$ -169- Countywide Natural Federal Public Land Transportation Resource Forest Title Corner SDC Improvement Adult Parole Protection III Surveyor Preservation Fee Dog Control and Probation 315,265$ 8,654$ 31,662$ 161,608$ 279,478$ 21,411$ 346,562$ 2,039,078 55,975 204,782 1,045,255 1,807,613 138,481 2,241,501 - - - - - - - 287,152 - 3,984 - 1,302 - 4,109 - - - - 20,296 - - 2,641,495$ 64,629$ 240,428$ 1,206,863$ 2,108,689$ 159,892$ 2,592,172$ 88,578$ -$ -$ -$ -$ 43,035$ 72,183$ 7,620 - - - - 1,765 131,631 811,398 54,758 50,262 - 21,598 - 93,629 907,596 54,758 50,262 - 21,598 44,800 297,443 - - - - - - - 277,031 - - - 21,597 - - 277,031 - - - 21,597 - - 1,456,868 9,871 190,166 1,206,863 2,065,494 - 2,294,729 - - - - - 115,092 - - - - - - - - 1,456,868 9,871 190,166 1,206,863 2,065,494 115,092 2,294,729 2,641,495$ 64,629$ 240,428$ 1,206,863$ 2,108,689$ 159,892$ 2,592,172$ -170- Deschutes County, Oregon Combining Balance Sheet (Continued) Nonmajor Special Revenue Funds June 30, 2024 Deschutes Statewide Joint County Extension Total Nonmajor Transportation PERS Houselessness 9-1-1 and 4-H Special Improvement Reserve Task Force Service District Service District Revenue Funds ASSETS Cash and cash equivalents -$ 635,978$ 97,132$ 1,868,008$ 55,845$ 7,284,291$ Investments, at fair value; plus accrued interest - 4,113,395 628,230 12,081,946 361,199 47,107,041 Taxes receivable - - - 199,256 12,439 1,758,894 Accounts receivable - - 9,075 486,484 - 1,519,123 Notes and contracts receivable - - - - - 20,296 Total assets -$ 4,749,373$ 734,437$ 14,635,694$ 429,483$ 57,689,645$ LIABILITIES Accounts payable and other current liabilities -$ -$ -$ 22,825$ 24,430$ 1,886,133$ Payroll liabilities - - - 229,811 - 610,247 Unearned revenues - - 706,753 10,000 - 1,897,640 Total liabilities - - 706,753 262,636 24,430 4,394,020 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes - - - 174,588 10,886 185,474 Unavailable revenue - services performed - - - - - 571,746 Total deferred inflows of resources - - - 174,588 10,886 757,220 FUND BALANCES Restricted - - 27,684 14,198,470 394,167 47,293,991 Committed - 4,749,373 - - - 5,244,626 Unassigned - - - - - (212) Total fund balances - 4,749,373 27,684 14,198,470 394,167 52,538,405 Total liabilities, deferred inflow of resources and fund balances -$ 4,749,373$ 734,437$ 14,635,694$ 429,483$ 57,689,645$ -171-     -172- Deschutes County, Oregon Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Special Revenue Funds For the Fiscal Year Ended June 30, 2024 Park Park Justice Acquisition and Development County Court Development Fees School REVENUES Taxes - property -$ -$ -$ -$ Taxes - other - - - - Licenses and permits - - 19,250 - Fines, forfeitures and penalties 528,051 - - - Investment earnings 2,260 45,367 3,724 1,069 Charges for services - - - - Contributions and donations - - - - Payments on contracts of sale - - - - Other - - - - Intergovernmental - 333,601 - 594,039 Total revenues 530,311 378,968 22,974 595,108 EXPENDITURES Current: General government - 88,448 430 595,098 Public safety 783,158 - - - County roads - - - - Debt service: Principal 33,553 - - - Capital outlay 1,749 - - - Total expenditures 818,460 88,448 430 595,098 Excess (deficiency) of revenues over expenditures (288,149) 290,520 22,544 10 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases 1,749 - - - Issuance of long-term debt - subscriptions - - - - Transfers in 286,744 - - - Transfers out - (190,000) - - Total other financing sources (uses)288,493 (190,000) - - Net change in fund balances 344 100,520 22,544 10 Fund balances - beginning of year (556) 935,106 73,720 549 Fund balances - end of year (212)$ 1,035,626$ 96,264$ 559$ -173- Special Taylor Transient Transportation Grazing Room Tax Video Lottery -$ -$ -$ -$ - - 10,891,317 - - - - - - - - - 137,831 2,021 217,675 36,273 - - - - - - - - - - - - - - 641 - 7,523,345 - - 1,295,394 7,661,176 2,021 11,109,633 1,331,667 - - 6,788,896 1,089,961 - - - - 6,797,561 - - - - - - - - - - - 6,797,561 - 6,788,896 1,089,961 863,615 2,021 4,320,737 241,706 - - - - - - - - 4,954,918 - - - - - (5,510,487) (100,000) 4,954,918 - (5,510,487) (100,000) 5,818,533 2,021 (1,189,750) 141,706 26,643 39,341 5,636,590 1,014,385 5,845,176$ 41,362$ 4,446,840$ 1,156,091$ -174- Deschutes County, Oregon Combining Statement of Revenues, Expenditures, and Changes in Fund Balances (Continued) Nonmajor Special Revenue Funds For the Fiscal Year Ended June 30, 2024 Transient Foreclosed Victims' Room Tax-1% Land Sales Assistance Law Library REVENUES Taxes - property -$ -$ -$ -$ Taxes - other 1,547,424 - - - Licenses and permits - - - - Fines, forfeitures and penalties - - - - Investment earnings 3,357 7,333 15,161 5,096 Charges for services - 18,857 44,910 - Contributions and donations - - - - Payments on contracts of sale - - - - Other - - - - Intergovernmental - - 271,879 177,272 Total revenues 1,550,781 26,190 331,950 182,368 EXPENDITURES Current: General government 38,347 28,427 - 154,758 Public safety - - 1,226,080 - County roads - - - - Debt service: Principal - - - - Capital outlay - - - - Total expenditures 38,347 28,427 1,226,080 154,758 Excess (deficiency) of revenues over expenditures 1,512,434 (2,237) (894,130) 27,610 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases - - - - Issuance of long-term debt - subscriptions - - - - Transfers in - - 709,163 - Transfers out (1,511,604) - - - Total other financing sources (uses)(1,511,604) - 709,163 - Net change in fund balances 830 (2,237) (184,967) 27,610 Fund balances - beginning of year 192,513 148,565 358,287 106,508 Fund balances - end of year 193,343$ 146,328$ 173,320$ 134,118$ -175- Deschutes County County Clerk Court Communication Community Records Facilities System Reserve Development -$ -$ -$ -$ - - - - - - - - - 65,588 - 11,425 16,007 (61) 12,525 595,030 69,082 - - 8,409,302 - - - - - - - - - - - - - - 100,000 59,983 85,089 65,527 112,525 9,075,740 110,260 - - 8,846,551 - 65,500 - - - - - - - - - - 51,864 - - - 139,202 110,260 65,500 - 9,037,617 (25,171) 27 112,525 38,123 - - - 16,588 - - - 122,614 - - - 48,181 - - - (107,544) - - - 79,839 (25,171) 27 112,525 117,962 337,013 505 267,636 11,191,111 311,842$ 532$ 380,161$ 11,309,073$ -176- Deschutes County, Oregon Combining Statement of Revenues, Expenditures, and Changes in Fund Balances (Continued) Nonmajor Special Revenue Funds For the Fiscal Year Ended June 30, 2024 CDD Natural Groundwater Newberry GIS Resource Partnership Neighborhood Dedicated Protection REVENUES Taxes - property -$ -$ -$ -$ Taxes - other - - - - Licenses and permits - - - - Fines, forfeitures and penalties - - - - Investment earnings 2,398 6,561 23,312 109,367 Charges for services 34,500 - 202,722 105,181 Contributions and donations - - - - Payments on contracts of sale - 49,240 - - Other - - - - Intergovernmental - - 8,099 848,241 Total revenues 36,898 55,801 234,133 1,062,789 EXPENDITURES Current: General government 67,500 - 335,207 1,083,518 Public safety - - - - County roads - - - - Debt service: Principal - - - Capital outlay - - - - Total expenditures 67,500 - 335,207 1,083,518 Excess (deficiency) of revenues over expenditures (30,602) 55,801 (101,074) (20,729) OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases - - - - Issuance of long-term debt - subscriptions - - - - Transfers in - - - 54,549 Transfers out - - - (7,960) Total other financing sources (uses)- - - 46,589 Net change in fund balances (30,602) 55,801 (101,074) 25,860 Fund balances - beginning of year 54,560 131,845 448,675 1,431,008 Fund balances - end of year 23,958$ 187,646$ 347,601$ 1,456,868$ -177- Countywide Federal Public Land Transportation Forest Title Corner SDC Improvement III Surveyor Preservation Fee -$ -$ -$ -$ - - - - - 169,929 - 1,309,404 - - - - 6,413 16,994 74,298 192,270 - 47,016 272,755 - - - - - - - - - - - - - 72,554 - - - 78,967 233,939 347,053 1,501,674 76,307 291,553 - - - - - - - - 457,501 - - - - - - - - - 76,307 291,553 457,501 - 2,660 (57,614) (110,448) 1,501,674 - - - - - - - - - - - - - - - (2,500,000) - - - (2,500,000) 2,660 (57,614) (110,448) (998,326) 7,211 247,780 1,317,311 3,063,820 9,871$ 190,166$ 1,206,863$ 2,065,494$ -178- Deschutes County, Oregon Combining Statement of Revenues, Expenditures, and Changes in Fund Balances (Continued) Nonmajor Special Revenue Funds For the Fiscal Year Ended June 30, 2024 Statewide Adult Parole Transportation PERS Dog Control and Probation Improvement Reserve REVENUES Taxes - property -$ -$ -$ -$ Taxes - other - - - - Licenses and permits 289,762 - - - Fines, forfeitures and penalties 4,040 258 - - Investment earnings 4,710 156,858 186,430 232,707 Charges for services - 101,061 - - Contributions and donations 6,506 - - - Payments on contracts of sale - - - - Other - - - - Intergovernmental - 5,629,286 - - Total revenues 305,018 5,887,463 186,430 232,707 EXPENDITURES Current: General government 398,215 - - 10,743 Public safety - 7,020,950 - - County roads - - - - Debt service: Principal - 7,299 - - Capital outlay - 20,176 - - Total expenditures 398,215 7,048,425 - 10,743 Excess (deficiency) of revenues over expenditures (93,197) (1,160,962) 186,430 221,964 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - leases - 20,176 - - Issuance of long-term debt - subscriptions - - - - Transfers in 152,905 601,369 - - Transfers out - (75,419) (4,954,918) - Total other financing sources (uses)152,905 546,126 (4,954,918) - Net change in fund balances 59,708 (614,836) (4,768,488) 221,964 Fund balances - beginning of year 55,384 2,909,565 4,768,488 4,527,409 Fund balances - end of year 115,092$ 2,294,729$ -$ 4,749,373$ -179- Deschutes Deschutes Joint County Extension County Total Nonmajor Houselessness 9-1-1 and 4-H Road Special Task Force Service District Service District Agency Revenue Funds -$ 11,132,378$ 693,582$ -$ 11,825,960$ - - - - 12,438,741 - - - - 1,788,345 - - - - 609,362 40,131 708,642 26,154 - 2,887,913 37,772 612,717 - - 9,955,875 - - - - 6,506 - - - - 49,240 - 908 - - 1,549 100,542 2,196,275 - 652,984 19,863,494 178,445 14,650,920 719,736 652,984 59,426,985 138,313 - 686,287 - 20,828,819 - 11,691,160 - - 20,786,848 - - - 652,984 7,908,046 - 283,595 - - 376,311 - 1,897,946 - - 2,059,073 138,313 13,872,701 686,287 652,984 51,959,097 40,132 778,219 33,449 - 7,467,888 - 430,120 - - 468,633 - 14,990 - - 137,604 - - - - 6,807,829 - - - - (14,957,932) - 445,110 - - (7,543,866) 40,132 1,223,329 33,449 - (75,978) (12,448) 12,975,141 360,718 - 52,614,383 27,684$ 14,198,470$ 394,167$ -$ 52,538,405$ -180- Deschutes County, Oregon Justice Court Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Fines, forfeitures and penalties 525,000$ 525,000$ 528,051$ 3,051$ Investment earnings 540 540 1,917 1,377 Transfers in 364,688 364,688 286,744 (77,944) Total revenues 890,228 890,228 816,712 (73,516) EXPENDITURES Current: Public safety 822,370 828,370 816,712 11,658 Not allocated to organizational units: Contingency 67,858 61,858 - 61,858 Total expenditures 890,228 890,228 816,712 73,516 Net change in fund balances - - - - Fund balances, budget basis - beginning of year - - - - Fund balances, budget basis - end of year -$ -$ - -$ Unrealized gain (loss) on investments (212) Fund balances, GAAP basis - end of year (212)$ Budgeted Amounts -181- Deschutes County, Oregon Park Acquisition and Development Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 348,000$ 348,000$ 333,601$ (14,399)$ Investment earnings 20,000 20,000 27,365 7,365 Total revenues 368,000 368,000 360,966 (7,034) EXPENDITURES Current: General government 412,500 412,500 88,448 324,052 Not allocated to organizational units: Contingency 568,270 568,270 - 568,270 Transfers out 190,000 190,000 190,000 - Total expenditures 1,170,770 1,170,770 278,448 892,322 Net change in fund balances (802,770) (802,770) 82,518 885,288 Fund balances, budget basis - beginning of year 802,770 802,770 965,024 162,254 Fund balances, budget basis - end of year -$ -$ 1,047,542 1,047,542$ Unrealized gain (loss) on investments (11,916) Fund balances, GAAP basis - end of year 1,035,626$ Budgeted Amounts -182- Deschutes County, Oregon Park Development Fees Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 1,900$ 1,900$ 2,504$ 604$ Licenses and permits 10,000 10,000 19,250 9,250 Total revenues 11,900 11,900 21,754 9,854 EXPENDITURES Current: General government 87,581 87,581 430 87,151 Total expenditures 87,581 87,581 430 87,151 Net change in fund balances (75,681) (75,681) 21,324 97,005 Fund balances, budget basis - beginning of year 75,681 75,681 76,134 453 Fund balances, budget basis - end of year -$ -$ 97,458 97,458$ Unrealized gain (loss) on investments (1,194) Fund balances, GAAP basis - end of year 96,264$ Budgeted Amounts -183- Deschutes County, Oregon County School Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 678,000$ 678,000$ 594,039$ (83,961)$ Investment earnings 1,000 1,000 1,058 58 Total revenues 679,000 679,000 595,097 (83,903) EXPENDITURES Current: General government 679,000 679,000 595,098 83,902 Total expenditures 679,000 679,000 595,098 83,902 Net change in fund balances - - (1) (1) Fund balances, budget basis - beginning of year - - 567 567 Fund balances, budget basis - end of year -$ -$ 566 566$ Unrealized gain (loss) on investments (7) Fund balances, GAAP basis - end of year 559$ Budgeted Amounts -184- Deschutes County, Oregon Special Transportation Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 5,954,768$ 5,954,768$ 7,523,345$ 1,568,577$ Investment earnings 166,528 166,528 219,637 53,109 Transfers in 6,038,916 6,038,916 4,954,918 (1,083,998) Total revenues 12,160,212 12,160,212 12,697,900 537,688 EXPENDITURES Current: County roads 12,175,767 12,175,767 6,797,561 5,378,206 Total expenditures 12,175,767 12,175,767 6,797,561 5,378,206 Net change in fund balances (15,555) (15,555) 5,900,339 5,915,894 Fund balances, budget basis - beginning of year 15,555 15,555 31,168 15,613 Fund balances, budget basis - end of year -$ -$ 5,931,507 5,931,507$ Unrealized gain (loss) on investments (86,331) Fund balances, GAAP basis - end of year 5,845,176$ Budgeted Amounts -185- Deschutes County, Oregon Taylor Grazing Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 6,000$ 6,000$ -$ (6,000)$ Investment earnings 266 266 1,246 980 Total revenues 6,266 6,266 1,246 (5,020) EXPENDITURES Current: General government 8,060 8,060 - 8,060 Not allocated to organizational units: Transfers out 30,000 30,000 - 30,000 Total expenditures 38,060 38,060 - 38,060 Net change in fund balances (31,794) (31,794) 1,246 33,040 Fund balances, budget basis - beginning of year 31,794 31,794 40,629 8,835 Fund balances, budget basis - end of year -$ -$ 41,875 41,875$ Unrealized gain (loss) on investments (513) Fund balances, GAAP basis - end of year 41,362$ Budgeted Amounts -186- Deschutes County, Oregon Transient Room Tax Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 118,830$ 118,830$ 109,287$ (9,543)$ Other - - 641 641 Taxes - other 11,051,250 11,051,250 10,825,906 (225,344) Total revenues 11,170,080 11,170,080 10,935,834 (234,246) EXPENDITURES Current: General government 6,860,911 6,860,911 6,788,896 72,015 Not allocated to organizational units: Transfers out 7,034,856 7,034,856 5,510,487 1,524,369 Total expenditures 13,895,767 13,895,767 12,299,383 1,596,384 Net change in fund balances (2,725,687) (2,725,687) (1,363,549) 1,362,138 Fund balances, budget basis - beginning of year 4,725,187 4,527,362 4,527,361 (1) Fund balances, budget basis - end of year 1,999,500$ 1,801,675$ 3,163,812 1,362,137$ Unavailable revenue - services provided (28,992) Unrealized gain (loss) on investments (41,779) Accrued taxes 1,353,799 Fund balances, GAAP basis - end of year 4,446,840$ Budgeted Amounts -187- Deschutes County, Oregon Video Lottery Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 1,176,015$ 1,176,015$ 1,295,394$ 119,379$ Investment earnings 24,700 24,700 21,974 (2,726) Total revenues 1,200,715 1,200,715 1,317,368 116,653 EXPENDITURES Current: General government 1,133,751 1,133,751 1,089,961 43,790 Not allocated to organizational units: Contingency 1,014,424 1,007,775 - 1,007,775 Transfers out 100,000 100,000 100,000 - Total expenditures 2,248,175 2,241,526 1,189,961 1,051,565 Net change in fund balances (1,047,460) (1,040,811) 127,407 1,168,218 Fund balances, budget basis - beginning of year 1,047,460 1,040,811 1,040,811 - Fund balances, budget basis - end of year -$ -$ 1,168,218 1,168,218$ Unrealized gain (loss) on investments (12,127) Fund balances, GAAP basis - end of year 1,156,091$ Budgeted Amounts -188- Deschutes County, Oregon Transient Room Tax - 1% Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 2,960$ 2,960$ 3,391$ 431$ Taxes - other 1,578,750 1,578,750 1,546,560 (32,190) Total revenues 1,581,710 1,581,710 1,549,951 (31,759) EXPENDITURES Current: General government 41,312 41,312 38,347 2,965 Not allocated to organizational units: Transfers out 1,540,398 1,540,398 1,511,604 28,794 Total expenditures 1,581,710 1,581,710 1,549,951 31,759 Net change in fund balances - - - - Fund balances, budget basis - beginning of year - - - - Fund balances, budget basis - end of year -$ -$ - -$ Unrealized gain (loss) on investments (57) Accrued taxes 193,400 Fund balances, GAAP basis - end of year 193,343$ Budgeted Amounts -189- Deschutes County, Oregon Foreclosed Land Sales Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 140,712$ 140,712$ 18,857$ (121,855)$ Investment earnings 3,928 3,928 4,246 318 Total revenues 144,640 144,640 23,103 (121,537) Expenditures Current: General government 140,712 140,712 28,427 112,285 Not allocated to organizational units: Contingency 161,051 157,394 - 157,394 Total expenditures 301,763 298,106 28,427 269,679 Net change in fund balances (157,123) (153,466) (5,324) 148,142 Fund balances, budget basis - beginning of year 157,123 153,466 153,467 1 Fund balances, budget basis - end of year -$ -$ 148,143 148,143$ Unrealized gain (loss) on investments (1,815) Fund balances, GAAP basis - end of year 146,328$ Budgeted Amounts -190- Deschutes County, Oregon Victims' Assistance Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ -$ 44,910$ 44,910$ Intergovernmental 598,958 598,958 516,005 (82,953) Investment earnings 5,130 5,130 11,628 6,498 Transfers in 709,163 709,163 709,163 - Total revenues 1,313,251 1,313,251 1,281,706 (31,545) EXPENDITURES Current: Public safety 1,405,484 1,405,484 1,226,080 179,404 Not allocated to organizational units: Contingency 112,967 112,967 - 112,967 Total expenditures 1,518,451 1,518,451 1,226,080 292,371 Net change in fund balances (205,200) (205,200) 55,626 260,826 Fund balances, budget basis - beginning of year 205,200 205,200 364,901 159,701 Fund balances, budget basis - end of year -$ -$ 420,527 420,527$ Unavailable revenue - services provided (244,126)$ Unrealized gain (loss) on investments (3,081) Fund balances, GAAP basis - end of year 173,320$ Budgeted Amounts -191- Deschutes County, Oregon Law Library Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 121,792$ 121,792$ 177,272$ 55,480$ Investment earnings 3,500 3,500 3,271 (229) Total revenues 125,292 125,292 180,543 55,251 EXPENDITURES Current: General government 229,758 229,758 154,758 75,000 Not allocated to organizational units: Contingency 33,401 5,530 - 5,530 Total expenditures 263,159 235,288 154,758 80,530 Net change in fund balances (137,867) (109,996) 25,785 135,781 Fund balances, budget basis - beginning of year 137,867 109,996 109,996 - Fund balances, budget basis - end of year -$ -$ 135,781 135,781$ Unrealized gain (loss) on investments (1,663) Fund balances, GAAP basis - end of year 134,118$ Budgeted Amounts -192- Deschutes County, Oregon County Clerk Records Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 76,125$ 76,125$ 69,082$ (7,043)$ Investment earnings 8,500 8,500 8,836 336 Total revenues 84,625 84,625 77,918 (6,707) EXPENDITURES Current: General government 133,039 133,039 110,260 22,779 Not allocated to organizational units: Contingency 292,486 292,486 - 292,486 Total expenditures 425,525 425,525 110,260 315,265 Net change in fund balances (340,900) (340,900) (32,342) 308,558 Fund balances, budget basis - beginning of year 340,900 340,900 348,052 7,152 Fund balances, budget basis - end of year -$ -$ 315,710$ 315,710$ Unrealized gain (loss) on investments (3,868) Fund balances, GAAP basis - end of year 311,842$ Budgeted Amounts -193- Deschutes County, Oregon Court Facilities Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Fines, forfeitures and penalties 65,400$ 65,400$ 65,588$ 188$ Investment earnings (loss) 100 100 (70) (170) Total revenues 65,500 65,500 65,518 18 EXPENDITURES Current: Public safety 65,500 65,500 65,500 - Total expenditures 65,500 65,500 65,500 - Net change in fund balances - - 18 18 Fund balances, budget basis - beginning of year - - 521 521 Fund balances, budget basis - end of year -$ -$ 539 539$ Unrealized gain (loss) on investments (7) Fund balances, GAAP basis - end of year 532$ Budgeted Amounts -194- Deschutes County, Oregon Deschutes County Communication System Reserve Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 50,000$ 50,000$ 100,000$ 50,000$ Investment earnings 6,800 6,800 8,475 1,675 Total revenues 56,800 56,800 108,475 51,675 EXPENDITURES Current: Public safety - - - - Total expenditures - - - - Net change in fund balances 56,800 56,800 108,475 51,675 Fund balances, budget basis - beginning of year 326,000 276,400 276,400 - Fund balances, budget basis - end of year 382,800$ 333,200$ 384,875 51,675$ Unrealized gain (loss) on investments (4,714) Total fund balance, GAAP basis - End of Year 380,161$ Budgeted Amounts -195- Deschutes County, Oregon Community Development Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 10,354,880$ 10,354,880$ 8,409,302$ (1,945,578)$ Fines, forfeitures and penalties 5,000 5,000 11,425 6,425 Intergovernmental 64,960 64,960 59,983 (4,977) Investment earnings 292,675 292,675 357,860 65,185 Transfers in 819,578 819,578 379,351 (440,227) Total revenues 11,537,093 11,537,093 9,217,921 (2,319,172) EXPENDITURES Current: General government 10,876,924 10,269,561 8,898,415 1,371,146 Not allocated to organizational units: Contingency 1,368,367 1,975,730 - 1,975,730 Transfers out 977,122 977,122 438,714 538,408 Total expenditures 13,222,413 13,222,413 9,337,129 3,885,284 Net change in fund balances (1,685,320) (1,685,320) (119,208) 1,566,112 Fund balances, budget basis - beginning of year 11,590,429 11,562,306 11,572,491 10,185 Fund balances, budget basis - end of year 9,905,109$ 9,876,986$ 11,453,283 1,576,297$ Unrealized gain (loss) on investments (144,210) Fund balances, GAAP basis - end of year 11,309,073$ Budgeted Amounts -196- Deschutes County, Oregon CDD Groundwater Partnership Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 4,500$ 31,500$ 34,500$ 3,000$ Investment earnings 1,600 1,600 1,001 (599) Total revenues 6,100 33,100 35,501 2,401 EXPENDITURES Current: General government 69,978 89,447 67,500 21,947 Total expenditures 69,978 89,447 67,500 21,947 Net change in fund balances (63,878) (56,347) (31,999) 24,348 Fund balances, budget basis - beginning of year 63,878 56,347 56,347 - Fund balances, budget basis - end of year -$ -$ 24,348 24,348$ Unrealized gain (loss) on investments (390) Fund balances, GAAP basis - end of year 23,958$ Budgeted Amounts -197- Deschutes County, Oregon Newberry Neighborhood Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 3,400$ 3,400$ 4,571$ 1,171$ Payments on contracts of sale - - 49,240 49,240 Total revenues 3,400 3,400 53,811 50,411 Expenditures Current: General government 139,425 139,425 - 139,425 Total expenditures 139,425 139,425 - 139,425 Net change in fund balances (136,025) (136,025) 53,811 189,836 Fund balances, budget basis - beginning of year 136,025 136,025 136,162 137 Fund balances, budget basis - end of year -$ -$ 189,973 189,973$ Unrealized gain (loss) on investments (2,327) Fund balances, GAAP basis - end of year 187,646$ Budgeted Amounts -198- Deschutes County, Oregon GIS Dedicated Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 183,000$ 183,000$ 202,722$ 19,722$ Intergovernmental 7,650 7,650 8,099 449 Investment earnings 11,000 11,000 12,821 1,821 Total revenues 201,650 201,650 223,642 21,992 EXPENDITURES Current: General government 365,108 371,108 335,207 35,901 Not allocated to organizational units: Contingency 279,768 273,768 - 273,768 Total expenditures 644,876 644,876 335,207 309,669 Net change in fund balances (443,226) (443,226) (111,565) 331,661 Fund balances, budget basis - beginning of year 443,226 443,226 463,544 20,318 Fund balances, budget basis - end of year -$ -$ 351,979 351,979$ Unrealized gain (loss) on investments (4,378) Fund balances, GAAP basis - end of year 347,601$ Budgeted Amounts -199- Deschutes County, Oregon Natural Resource Protection Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 105,000$ 105,000$ 105,181$ 181$ Intergovernmental 1,031,026 1,160,026 1,125,272 (34,754) Investment earnings 35,208 35,208 64,200 28,992 Transfers in 65,000 98,750 54,549 (44,201) Total revenues 1,236,234 1,398,984 1,349,202 (49,782) EXPENDITURES Current: General government 1,191,257 1,528,942 1,083,518 445,424 Not allocated to organizational units: Contingency 1,445,324 1,445,324 - 1,445,324 Transfers out 7,960 7,960 7,960 - Total expenditures 2,644,541 2,982,226 1,091,478 1,890,748 Net change in fund balances (1,408,307) (1,583,242) 257,724 1,840,966 Fund balances, budget basis - beginning of year 1,408,307 1,583,242 1,505,372 (77,870) Fund balances, budget basis - end of year -$ -$ 1,763,096 1,763,096$ Unavailable revenue - services provided (277,031) Unrealized gain (loss) on investments (29,197) Fund balances, GAAP basis - end of year 1,456,868$ Budgeted Amounts -200- Deschutes County, Oregon Federal Forest Title III Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 90,000$ 90,000$ 72,554$ (17,446)$ Investment earnings 2,020 2,020 3,753 1,733 Total revenues 92,020 92,020 76,307 (15,713) EXPENDITURES Current: General government 120,000 120,000 120,000 - Not allocated to organizational units: Contingency 52,986 52,986 - 52,986 Total expenditures 172,986 172,986 120,000 52,986 Net change in fund balances (80,966) (80,966) (43,693) 37,273 Fund balances, budget basis - beginning of year 80,966 80,966 109,123 28,157 Fund balances, budget basis - end of year -$ -$ 65,430 65,430$ Advanced payments (54,758) Unrealized gain (loss) on investments (801) Fund balances, GAAP basis - end of year 9,871$ Budgeted Amounts -201- Deschutes County, Oregon Surveyor Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 43,814$ 43,814$ 47,016$ 3,202$ Investment earnings 7,300 7,300 11,813 4,513 Licenses and permits 135,009 135,009 169,929 34,920 Total revenues 186,123 186,123 228,758 42,635 EXPENDITURES Current: General government 291,774 291,774 291,553 221 Not allocated to organizational units: Contingency 186,261 150,242 - 150,242 Total expenditures 478,035 442,016 291,553 150,463 Net change in fund balances (291,912) (255,893) (62,795) 193,098 Fund balances, budget basis - beginning of year 291,912 255,893 255,893 - Fund balances, budget basis - end of year -$ -$ 193,098 193,098$ Unrealized gain (loss) on investments (2,932) Fund balances, GAAP basis - end of year 190,166$ Budgeted Amounts -202- Deschutes County, Oregon Public Land Corner Preservation Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 291,535$ 291,535$ 272,756$ (18,779)$ Investment earnings 32,310 32,310 46,130 13,820 Total revenues 323,845 323,845 318,886 (4,959) EXPENDITURES Current: County roads 509,074 509,074 457,500 51,574 Not allocated to organizational units: Contingency 1,107,250 1,107,250 - 1,107,250 Total expenditures 1,616,324 1,616,324 457,500 1,158,824 Net change in fund balances (1,292,479) (1,292,479) (138,614) 1,153,865 Fund balances, budget basis - beginning of year 1,292,479 1,292,479 1,360,446 67,967 Fund balances, budget basis - end of year -$ -$ 1,221,832 1,221,832$ Unrealized gain (loss) on investments (14,967) Fund balances, GAAP basis - end of year 1,206,863$ Budgeted Amounts -203- Deschutes County, Oregon Countywide Transportation SDC Improvement Fee Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 38,600$ 38,600$ 117,830$ 79,230$ Licenses and permits 1,504,000 1,504,000 1,331,001 (172,999) Total revenues 1,542,600 1,542,600 1,448,831 (93,769) EXPENDITURES Not allocated to organizational units: Contingency 526,622 526,622 - 526,622 Transfers out 2,500,000 2,500,000 2,500,000 - Total expenditures 3,026,622 3,026,622 2,500,000 526,622 Net change in fund balances (1,484,022) (1,484,022) (1,051,169) 432,853 Fund balances, budget basis - beginning of year 1,484,022 1,484,022 3,164,143 1,680,121 Fund balances, budget basis - end of year -$ -$ 2,112,974 2,112,974$ Unavailable revenue - services provided (21,597)$ Unrealized gain (loss) on investments (25,883) Fund balances, GAAP basis - end of year 2,065,494$ Budgeted Amounts -204- Deschutes County, Oregon Dog Control Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Contributions and donations 5,000$ 5,000$ 6,506$ 1,506$ Fines, forfeitures and penalties - - 4,040 4,040 Investment earnings 1,100 1,100 3,730 2,630 Licenses and permits 219,825 219,825 289,762 69,937 Transfers in 147,000 152,905 152,905 - Total revenues 372,925 378,830 456,943 78,113 EXPENDITURES Current: General government 387,311 398,216 398,216 - Not allocated to organizational units: Contingency 30,658 25,658 - 25,658 Total expenditures 417,969 423,874 398,216 25,658 Net change in fund balances (45,044) (45,044) 58,727 103,771 Fund balances, budget basis - beginning of year 45,044 45,044 58,348 13,304 Fund balances, budget basis - end of year -$ -$ 117,075 117,075$ Unrealized gain (loss) on investments (1,983) Fund balances, GAAP basis - end of year 115,092$ Budgeted Amounts -205- Deschutes County, Oregon Adult Parole & Probation Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 100,500$ 100,500$ 101,061$ 561$ Fines, forfeitures and penalties 500 500 258 (242) Intergovernmental 5,359,376 5,359,376 5,629,286 269,910 Investment earnings 75,230 75,230 87,583 12,353 Transfers in 536,369 586,369 601,369 15,000 Total revenues 6,071,975 6,121,975 6,419,557 297,582 EXPENDITURES Current: Public safety 7,526,032 7,576,032 7,028,249 547,783 Not allocated to organizational units: Contingency 608,116 608,116 - 608,116 Transfers out 75,419 75,419 75,419 - Total expenditures 8,209,567 8,259,567 7,103,668 1,155,899 Net change in fund balances (2,137,592) (2,137,592) (684,111) 1,453,481 Fund balances, budget basis - beginning of year 3,000,000 3,000,000 3,010,935 10,935 Fund balances, budget basis - end of year 862,408$ 862,408$ 2,326,824 1,464,416$ Unrealized gain (loss) on investments (32,095) Fund balances, GAAP basis - end of year 2,294,729$ Budgeted Amounts -206- Deschutes County, Oregon Statewide Transportation Improvement Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings -$ -$ -$ -$ Total revenues - - - - EXPENDITURES Not allocated to organizational units: Transfers out 6,038,916 6,038,916 4,954,918 1,083,998 Total expenditures 6,038,916 6,038,916 4,954,918 1,083,998 Net change in fund balances (6,038,916) (6,038,916) (4,954,918) 1,083,998 Fund balances, budget basis - beginning of year 6,038,916 6,038,916 4,954,918 (1,083,998) Fund balances, budget and GAAP basis - end of year -$ -$ -$ -$ Budgeted Amounts -207- Deschutes County, Oregon PERS Reserve Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 115,100$ 115,100$ 143,358$ 28,258$ Total revenues 115,100 115,100 143,358 28,258 EXPENDITURES Current: General government 100,900 100,900 10,743 90,157 Total expenditures 100,900 100,900 10,743 90,157 Net change in fund balances 14,200 14,200 132,615 118,415 Fund balances, budget basis - beginning of year 4,679,796 4,675,656 4,675,656 - Fund balances, budget basis - end of year 4,693,996$ 4,689,856$ 4,808,271 118,415$ Unrealized gain (loss) on investments (58,898) Fund balances, GAAP basis - end of year 4,749,373$ Budgeted Amounts -208- Deschutes County, Oregon Joint Houselessness Task Force Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services -$ -$ 37,772$ 37,772$ Intergovernmental - - 100,542 100,542 Investment earnings 19,700 19,700 23,341 3,641 Total revenues 19,700 19,700 161,655 141,955 EXPENDITURES Current: General government 580,889 580,889 138,313 442,576 Total expenditures 580,889 580,889 138,313 442,576 Net change in fund balances (561,189) (561,189) 23,342 584,531 Fund balances, budget basis - beginning of year 789,400 789,400 13,337 (776,063) Fund balances, budget basis - end of year 228,211$ 228,211$ 36,679 (191,532)$ Unrealized gain (loss) on investments (8,995) Fund balances, GAAP basis - end of year 27,684$ Budgeted Amounts -209- Deschutes County, Oregon Deschutes County 9-1-1 Service District Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 592,770$ 592,770$ 612,717$ 19,947$ Intergovernmental 2,106,882 2,106,882 2,196,275 89,393 Investment earnings 312,321 312,321 462,828 150,507 Other 350 350 908 558 Taxes - property 11,022,000 11,022,000 11,132,378 110,378 Transfers in 1,950,000 1,950,000 - (1,950,000) Total revenues 15,984,323 15,984,323 14,405,106 (1,579,217) EXPENDITURES Current: Public safety 15,113,760 15,113,760 13,427,591 1,686,169 Not allocated to organizational units: Contingency 4,937,834 4,937,834 - 4,937,834 Transfers out 1,950,000 1,950,000 - 1,950,000 Total expenditures 22,001,594 22,001,594 13,427,591 8,574,003 Net change in fund balances (6,017,271) (6,017,271) 977,515 6,994,786 Fund balances, budget basis - beginning of year 13,202,343 13,202,343 13,393,953 191,610 Fund balances, budget basis - end of year 7,185,072$ 7,185,072$ 14,371,468 7,186,396$ Unrealized gain (loss) on investments (172,998) Fund balances, GAAP basis - end of year 14,198,470$ Budgeted Amounts -210- Deschutes County, Oregon Extension and 4-H Service District Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Investment earnings 7,298$ 7,298$ 16,032$ 8,734$ Taxes - property 685,000 685,000 693,582 8,582 Total revenues 692,298 692,298 709,614 17,316 EXPENDITURES Current: General government 773,123 773,123 626,012 147,111 Not allocated to organizational units: Contingency 223,829 223,829 - 223,829 Debt service 60,276 60,276 60,275 1 Total expenditures 1,057,228 1,057,228 686,287 370,941 Net change in fund balances (364,930) (364,930) 23,327 388,257 Fund balances, budget basis - beginning of year 364,930 364,930 376,012 11,082 Fund balances, budget basis - end of year -$ -$ 399,339 399,339$ Unrealized gain (loss) on investments (5,172) Fund balances, GAAP basis - end of year 394,167$ Budgeted Amounts -211- Deschutes County, Oregon Deschutes County Road Agency Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Intergovernmental 792,322$ 792,322$ 652,984$ (139,338)$ Total revenues 792,322 792,322 652,984 (139,338) EXPENDITURES Current: County roads 792,322 792,322 652,984 139,338 Total expenditures 792,322 792,322 652,984 139,338 Net change in fund balances - - - - Fund balances, budget basis - beginning of year - - - - Fund balances, budget and GAAP basis - end of year -$ -$ -$ -$ Budgeted Amounts -212- Deschutes County, Oregon Full Faith & Credit Debt Service - Nonmajor Debt Service Fund Schedule of Revenues, Expenditures And Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Bonds issued -$ -$ 129,517$ 129,517 Bond premium - - 568,170 568,170 Refunding bonds issued - 5,919,919 5,395,000 (524,919) Charges for services 1,647,230 1,647,230 1,556,249 (90,981) Intergovernmental 177,130 177,130 177,130 - Investment earnings 18,600 18,600 22,074 3,474 Rentals 1,292,470 1,292,470 1,210,692 (81,778) Transfers in 3,248,117 3,244,617 1,739,325 (1,505,292) Total revenues 6,383,547 12,299,966 10,798,157 (1,501,809) EXPENDITURES Current: General government 3,000 3,000 - 3,000 Not allocated to organizational units: Debt service 6,307,222 12,223,641 10,937,732 1,285,909 Transfers out -280,005 280,005 - Total expenditures 6,310,222 12,506,646 11,217,737 1,288,909 Net change in fund balances 73,325 (206,680) (419,580) (212,900) Fund balances, budget basis - beginning of year 463,849 463,854 419,580 (44,274) Fund balances, budget basis - end of year 537,174$ 257,174$ - (257,174)$ Lease receivable 854,954 Unavailable lease revenue (818,803) Fund balances, GAAP basis - end of year 36,151$ Budgeted Amounts -213- Combining and Individual Funds Statements and Schedules – Proprietary Funds – Internal Service Funds – Fiduciary Funds For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -214- Deschutes County, Oregon Combining Statement of Net Position Internal Service Funds June 30, 2024 Board of Administrative County Facilities Services Commissioners Finance ASSETS Current assets: Cash and cash equivalents 142,843$ 27,094$ 10,915$ 13,025$ Investments, at fair value, plus accrued interest 923,886 175,244 70,597 84,240 Accounts receivable - - - - Prepaid expenses 15,688 - - 257,958 Lease receivable, current portion 206,339 - - - Total current assets 1,288,756 202,338 81,512 355,223 Noncurrent assets: Lease receivable 112,112 - - - Net OPEB RHIA asset 31,906 20,396 4,527 20,033 Capital assets: Land improvements 155,977 - - - Equipment 116,379 - 21,729 39,350 Lease equipment 5,576 - - 11,107 Vehicles 168,414 - - - Intangible 12,834 - - 1,283,572 Subscription assets - - - 324,343 Less accumulated depreciation and amortization (390,865) - (19,557) (1,002,800) Total noncurrent assets 212,333 20,396 6,699 675,605 Total assets 1,501,089 222,734 88,211 1,030,828 DEFERRED OUTFLOWS OF RESOURCES Pension plan 907,180 579,928 128,721 569,621 OPEB County plan 68,830 44,000 9,767 43,218 OPEB RHIA 676 433 96 425 Total deferred outflows of resources 976,686 624,361 138,584 613,264 TOTAL ASSETS AND DEFERRED OUTFLOWS OF RESOURCES 2,477,775 847,095 226,795 1,644,092 LIABILITIES Current liabilities: Accounts payable 80,462 3,010 8,504 3,943 Payroll liabilities 83,666 49,773 14,103 46,483 Current portion of noncurrent liabilities 232,437 239,010 - 191,754 Total current liabilities 396,565 291,793 22,607 242,180 Noncurrent liabilities Compensated leave 250,988 259,793 - 118,547 Lease payable 1,027 - - 2,045 Net pension liability 2,238,801 1,431,158 317,686 1,405,732 Total OPEB County plan liability 382,735 244,664 54,310 240,317 Subscription liability - - - 164,471 Accrued claims payable - - - - Less current portion noncurrent liabilities (232,437) (239,010) - (191,754) Total noncurrent liabilities 2,641,114 1,696,605 371,996 1,739,358 Total liabilities 3,037,679 1,988,398 394,603 1,981,538 DEFERRED INFLOWS OF RESOURCES Lease resources 304,202 - - - Pension plan 191,982 122,725 27,242 120,544 OPEB County plan 275,920 176,382 39,153 173,249 OPEB RHIA 3,606 2,305 512 2,264 Total deferred inflows of resources 775,710 301,412 66,907 296,057 TOTAL LIABILITIES AND DEFERRED INFLOWS OF RESOURCES 3,813,389 2,289,810 461,510 2,277,595 NET POSITION Net investment in capital assets 67,288 - 2,172 489,056 Restricted for: Net OPEB RHIA asset 31,906 20,396 4,527 20,033 Unrestricted (1,434,808) (1,463,111) (241,414) (1,142,592) TOTAL NET POSITION (1,335,614)$ (1,442,715)$ (234,715)$ (633,503)$ -215- Human Information Information Health Legal Resources Technology Tech Reserve Insurance Benefits Total 11,404$ 26,247$ 32,695$ 120,558$ 1,125,978$ 865,549$ 2,376,308$ 73,760 169,756 211,467 779,747 7,282,635 5,598,221 15,369,553 - 60,220 - - 29,937 982,923 1,073,080 - 1,373 48,807 - 178,849 - 502,675 - - - - - - 206,339 85,164 257,596 292,969 900,305 8,617,399 7,446,693 19,527,955 - - - - - - 112,112 18,612 18,032 37,927 - 5,175 - 156,608 - - - - 40,000 - 195,977 - - - 1,330,855 36,300 - 1,544,613 11,262 10,611 7,521 - - 5,430 51,507 - - - 26,791 - - 195,205 - - - 53,692 - - 1,350,098 43,843 - - - - - 368,186 (37,741) (2,653) (783) (866,769) (59,633) (1,357) (2,382,158) 35,976 25,990 44,665 544,569 21,842 4,073 1,592,148 121,140 283,586 337,634 1,444,874 8,639,241 7,450,766 21,120,103 529,217 512,722 1,078,404 - 147,142 - 4,452,935 40,153 38,902 81,821 - 11,163 - 337,854 395 383 806 - 110 - 3,324 569,765 552,007 1,161,031 - 158,415 - 4,794,113 690,905 835,593 1,498,665 1,444,874 8,797,656 7,450,766 25,914,216 730 106,117 39,752 54,548 541,254 2,089,119 2,927,439 41,936 40,517 87,295 - 12,257 - 376,030 230,887 144,241 466,189 - 3,403,572 1,579,335 6,487,425 273,553 290,875 593,236 54,548 3,957,083 3,668,454 9,790,894 247,892 153,948 504,739 - 29,733 - 1,565,640 2,826 8,049 6,757 - - 4,119 24,823 1,306,027 1,265,316 2,661,335 - 363,111 - 10,989,166 223,272 216,312 454,969 - 62,076 - 1,878,655 - - - - - - 164,471 - - - - 6,752,436 1,578,000 8,330,436 (230,887) (144,241) (466,189) - (3,403,572) (1,579,335) (6,487,425) 1,549,130 1,499,384 3,161,611 - 3,803,784 2,784 16,465,766 1,822,683 1,790,259 3,754,847 54,548 7,760,867 3,671,238 26,256,660 - - - - - - 304,202 111,995 108,504 228,215 - 31,138 - 942,345 160,961 155,943 327,995 - 44,751 - 1,354,354 2,104 2,038 4,286 - 585 - 17,700 275,060 266,485 560,496 - 76,474 - 2,618,601 2,097,743 2,056,744 4,315,343 54,548 7,837,341 3,671,238 28,875,261 14,538 (91) (19) 544,569 16,667 (46) 1,134,134 18,612 18,032 37,927 - 5,175 - 156,608 (1,439,988) (1,239,092) (2,854,586) 845,757 938,473 3,779,574 (4,251,787) (1,406,838)$ (1,221,151)$ (2,816,678)$ 1,390,326$ 960,315$ 3,779,528$ (2,961,045)$ -216- Board of Administrative County Finance Facilities Services Commissioners Finance Reserve OPERATING REVENUES Charges for services 5,269,617$ 1,814,652$ 415,427$ 2,720,698$ 47,292$ Total operating revenues 5,269,617 1,814,652 415,427 2,720,698 47,292 OPERATING EXPENSES Personnel 3,467,194 1,919,363 560,483 2,174,570 - Materials and services 1,778,932 269,397 273,436 693,279 - Depreciation and amortization 17,289 - 8,820 217,771 - Total operating expenses 5,263,415 2,188,760 842,739 3,085,620 - Operating income (loss) 6,202 (374,108) (427,312) (364,922) 47,292 NONOPERATING REVENUES (EXPENSES) Interest expense (17) - - (36) - Investment earnings (losses) 54,241 15,968 5,596 1,969 2,339 Total nonoperating revenues (expenses) 54,224 15,968 5,596 1,933 2,339 Income (loss) before transfers 60,426 (358,140) (421,716) (362,989) 49,631 TRANSFERS Transfers in - 226,579 396,000 83,172 - Transfers out (100,095) - (3,565) - (99,300) Net other financing sources (uses) (100,095) 226,579 392,435 83,172 (99,300) Change in net position (39,669) (131,561) (29,281) (279,817) (49,669) Net position - beginning of year (1,295,945) (1,311,154) (205,434) (353,686) 49,669 Net position - end of year (1,335,614)$ (1,442,715)$ (234,715)$ (633,503)$ -$ Deschutes County, Oregon Internal Service Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Position For the Fiscal Year Ended June 30, 2024 -217- Human Information Information Health Legal Resources Technology Tech Reserve Insurance Benefits Total 1,648,108$ 1,956,633$ 3,684,899$ 180,001$ 3,567,030$ 31,665,008$ 52,969,365$ 1,648,108 1,956,633 3,684,899 180,001 3,567,030 31,665,008 52,969,365 1,847,383 1,602,639 3,539,970 - 518,781 - 15,630,383 192,877 397,032 833,731 352,844 4,460,471 34,119,860 43,371,859 20,263 2,653 783 139,039 1,333 1,357 409,308 2,060,523 2,002,324 4,374,484 491,883 4,980,585 34,121,217 59,411,550 (412,415) (45,691) (689,585) (311,882) (1,413,555) (2,456,209) (6,442,185) (43) (238) - - - (122) (456) 12,999 14,236 29,965 55,717 469,168 383,677 1,045,875 12,956 13,998 29,965 55,717 469,168 383,555 1,045,419 (399,459) (31,693) (659,620) (256,165) (944,387) (2,072,654) (5,396,766) - - 44,656 118,000 - - 868,407 - - (6,470) - (493,787) - (703,217) - - 38,186 118,000 (493,787) - 165,190 (399,459) (31,693) (621,434) (138,165) (1,438,174) (2,072,654) (5,231,576) (1,007,379) (1,189,458) (2,195,244) 1,528,491 2,398,489 5,852,182 2,270,531 (1,406,838)$ (1,221,151)$ (2,816,678)$ 1,390,326$ 960,315$ 3,779,528$ (2,961,045)$ -218- Board of Administrative County Finance Facilities Services Commissioners Finance Reserve CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers 5,474,688$ 1,814,652$ 415,427$ 2,643,074$ 47,292$ Payments to employees (3,139,682) (1,801,022) (540,522) (1,699,294) - Payments to suppliers (1,957,297) (269,206) (272,069) (702,379) - Net cash provided (used) by operating activities 377,709 (255,576) (397,164) 241,401 47,292 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in - 226,579 396,000 83,172 - Transfers out (100,095) - (3,565) - (99,300) Net cash provided (used) by noncapital financing activities (100,095) 226,579 392,435 83,172 (99,300) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition of capital assets (9,042) - - (9,097) - Payments for leases (1,529) - - (4,590) - Interest paid on leases (16) - - (36) - Payments for subscriptions - - - (85,743) - Due to other funds - - - (129,811) - Net cash provided (used) by capital and related financing activities (10,587) - - (229,277) - CASH FLOWS FROM INVESTING ACTIVITIES Sale (purchase) of investments (259,115) 16,396 1,122 (88,661) 44,531 Interest 35,854 11,245 3,869 6,390 915 Net cash provided (used) by investing activities (223,261) 27,641 4,991 (82,271) 45,446 Net increase (decrease) in cash & cash equivalents 43,766 (1,356) 262 13,025 (6,562) Balances - beginning of year 99,077 28,450 10,653 - 6,562 Balances - end of year 142,843$ 27,094$ 10,915$ 13,025$ -$ Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss)6,202$ (374,108)$ (427,312)$ (364,922)$ 47,292$ Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities: Amortization of deferred lease resources (199,126) - - - - Depreciation and amortization expense 17,289 - 8,820 217,771 - Change in operating accruals: Receivables 205,071 - - - - Prepaid expenses - - - (77,624) - Accounts payable 20,761 191 1,367 (9,100) - Payroll liabilities 10,150 9,055 655 8,001 - Claims payable - - - - - Compensated leave 31,534 41,286 - 65,414 - Net OPEB RHIA asset (6,287) (2,572) (623) (6,753) - Net OPEB liability 38,797 (10,340) (1,009) 92,494 - Net pension liability 253,318 80,912 20,938 316,120 - Net cash provided (used) by operating activities 377,709$ (255,576)$ (397,164)$ 241,401$ 47,292$ NONCASH INVESTING ACTIVITIES Change in fair value of investments 24,886$ 561,101$ 14,310$ 14,946$ 12,012$ Lease receivable for deferred inflow of resources 374,633$ -$ -$ -$ -$ Subscription asset and liability -$ -$ -$ 67,355$ -$ Lease asset and liability -$ -$ -$ -$ -$ For the Fiscal Year Ended June 30, 2024 Combining Statement of Cash Flows Deschutes County, Oregon Internal Service Funds -219- Human Information Health Legal Resources Technology IT Reserve Insurance Benefits Total 1,648,108$ 1,941,605$ 3,645,005$ 180,001$ 3,395,665$ 31,516,705$ 52,722,222$ (1,551,813) (1,564,985) (3,107,958) - (459,114) - (13,864,390) (193,887) (401,708) (840,340) (318,428) (3,629,803) (33,247,663) (41,832,780) (97,592) (25,088) (303,293) (138,427) (693,252) (1,730,958) (2,974,948) - - 44,656 118,000 - - 868,407 - - (6,470) - (493,787) - (703,217) - - 38,186 118,000 (493,787) - 165,190 (1) - 1,270 (227,731) - - (244,601) (2,805) (2,562) (2,041) - - (1,311) (14,838) (43) (238) (59) - (122) (514) (15,325) - - - - - (101,068) - - - - - - (129,811) (18,174) (2,800) (830) (227,731) - (1,433) (490,832) 94,122 16,807 219,157 193,513 839,535 1,359,814 2,437,221 8,222 9,633 16,056 30,849 267,854 206,080 596,967 102,344 26,440 235,213 224,362 1,107,389 1,565,894 3,034,188 (13,422) (1,448) (30,724) (23,796) (79,650) (166,497) (266,402) 24,826 27,695 63,419 144,354 1,205,628 1,032,046 2,642,710 11,404$ 26,247$ 32,695$ 120,558$ 1,125,978$ 865,549$ 2,376,308$ (412,415)$ (45,691)$ (689,585)$ (311,882)$ (1,413,555)$ (2,456,209)$ (6,442,185)$ - - - - - - (199,126) 20,263 2,653 783 139,039 1,333 1,357 409,308 - (14,963) - - (29,937) (148,303) 11,868 - (65) (39,894) - (141,428) - (259,011) (1,010) (4,676) (6,609) 34,416 413,150 922,815 1,371,305 3,467 2,424 9,377 - 920 - 44,049 - - - - 417,518 (50,618) 366,900 54,269 10,257 136,887 - 2,961 - 342,608 (4,564) (1,831) (6,794) - (1,140) - (30,564) 44,413 (19,912) 29,570 - 9,183 - 183,196 197,985 46,716 262,972 - 47,743 - 1,226,704 (97,592)$ (25,088)$ (303,293)$ (138,427)$ (693,252)$ (1,730,958)$ (2,974,948)$ 47,311$ 1,983$ 27,958$ 11,329$ 4,543$ 1,630$ 722,009$ -$ -$ -$ -$ -$ -$ 374,633$ -$ -$ -$ -$ -$ -$ 67,355$ -$ 10,611$ 6,251$ -$ -$ 5,430$ 22,292$ -220- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 5,233,479$ 5,233,479$ 5,275,564$ 42,085$ Investment earnings 14,150 14,150 38,373 24,223 Total revenues 5,247,629 5,247,629 5,313,937 66,308 EXPENDITURES Current: County services 5,379,689 5,379,689 4,939,353 440,336 Not allocated to organizational units: Contingency 172,142 172,142 - 172,142 Transfers out 100,095 100,095 100,095 - Total expenditures 5,651,926 5,651,926 5,039,448 612,478 Net change in fund balances (404,297) (404,297) 274,489 678,786 Fund balances, budget basis - beginning of year 404,297 404,297 657,029 252,732 Fund balances, budget basis - end of year -$ -$ 931,518 931,518$ Unrealized gain (loss) on investments (13,229) Lease receivable 318,451 Capital assets (net of accumulated depreciation and amortization)68,315 Deferred outflows of resources - OPEB RHIA 676 Deferred outflows of resources - OPEB 68,830 Deferred outflows of resources - pension 907,180 Accrued compensated leave (250,988) Lease payable (1,027) Other postemployment benefits - RHIA 31,906 Other postemployment benefits (382,735) Net pension liability (2,238,801) Deferred inflows of resources - leases (304,202) Deferred inflows of resources - OPEB RHIA (3,606) Deferred inflows of resources - OPEB (275,920) Deferred inflows of resources - pension (191,982) Net position, GAAP basis - end of year (1,335,614)$ Facilities Budgeted Amounts -221- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 1,804,435$ 1,804,435$ 1,814,652$ 10,217$ Investment earnings 7,700 7,700 11,425 3,725 Transfers in 226,579 226,579 226,579 - Total revenues 2,038,714 2,038,714 2,052,656 13,942 EXPENDITURES Current: County services 2,184,264 2,184,264 2,079,474 104,790 Not allocated to organizational units: Contingency 61,970 33,333 - 33,333 Total expenditures 2,246,234 2,217,597 2,079,474 138,123 Net change in fund balances (207,520) (178,883) (26,818) 152,065 Fund balances, budget basis - beginning of year 207,520 178,883 178,882 (1) Fund balances, budget basis - end of year -$ -$ 152,064 152,064$ Unrealized gain (loss) on investments (2,509) Deferred outflows of resources - OPEB RHIA 433 Deferred outflows of resources - OPEB 44,000 Deferred outflows of resources - pension 579,928 Accrued compensated leave (259,793) Other postemployment benefits - RHIA 20,396 Other postemployment benefits (244,664) Net pension liability (1,431,158) Deferred inflows of resources - OPEB RHIA (2,305) Deferred inflows of resources - OPEB (176,382) Deferred inflows of resources - pension (122,725) Net position, GAAP basis - end of year (1,442,715)$ Budgeted Amounts Administrative Services -222- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 415,281$ 415,281$ 415,427$ 146$ Investment earnings 4,420 4,420 3,966 (454) Transfers in 396,000 396,000 396,000 - Total revenues 815,701 815,701 815,393 (308) EXPENDITURES Current: County services 845,187 845,187 814,613 30,574 Not allocated to organizational units: Contingency 24,761 24,761 - 24,761 Transfers out 3,565 3,565 3,565 - Total expenditures 873,513 873,513 818,178 55,335 Net change in fund balances (57,812) (57,812) (2,785) 55,027 Fund balances, budget basis - beginning of year 57,812 57,812 62,701 4,889 Fund balances, budget basis - end of year -$ -$ 59,916 59,916$ Unrealized gain (loss) on investments (1,011) Capital assets (net of accumulated depreciation and amortization)2,172 Deferred outflows of resources - OPEB RHIA 96 Deferred outflows of resources - OPEB 9,767 Deferred outflows of resources - pension 128,721 Other postemployment benefits - RHIA 4,527 Other postemployment benefits (54,310) Net pension liability (317,686) Deferred inflows of resources - OPEB RHIA (512) Deferred inflows of resources - OPEB (39,153) Deferred inflows of resources - pension (27,242) Net position, GAAP basis - end of year (234,715)$ Board of County Commissioners Budgeted Amounts -223- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 2,663,118$ 2,663,118$ 2,720,698$ 57,580$ Investment earnings 450 450 7,427 6,977 Transfers in 81,162 84,162 83,172 (990) Total revenues 2,744,730 2,747,730 2,811,297 63,567 EXPENDITURES Current: County services 2,681,630 2,681,630 2,500,041 181,589 Not allocated to organizational units: Contingency 80,937 60,849 - 60,849 Total expenditures 2,762,567 2,742,479 2,500,041 242,438 Net change in fund balances (17,837) 5,251 311,256 306,005 Fund balances, budget basis - beginning of year 17,837 (5,251) (5,253) (2) Fund balances, budget basis - end of year -$ -$ 306,003 306,003$ Unrealized gain (loss) on investments (1,206) Capital assets (net of accumulated depreciation and amortization)655,572 Deferred outflows of resources - OPEB RHIA 425 Deferred outflows of resources - OPEB 43,218 Deferred outflows of resources - pension 569,621 Accrued compensated leave (118,547) Lease payable (2,045) Subscription liabilities (164,471) Other postemployment benefits - RHIA 20,033 Other postemployment benefits (240,317) Net pension liability (1,405,732) Deferred inflows of resources - OPEB RHIA (2,264) Deferred inflows of resources - OPEB (173,249) Deferred inflows of resources - pension (120,544) Net position, GAAP basis - end of year (633,503)$ Finance Budgeted Amounts -224- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 47,293$ 47,293$ 47,293$ -$ Investment earnings 1,997 1,997 712 (1,285) Total revenues 49,290 49,290 48,005 (1,285) EXPENDITURES Current: County services - - - - Not allocated to organizational units: Transfers out 97,290 100,290 99,300 990 Total expenditures 97,290 100,290 99,300 990 Net change in fund balances (48,000) (51,000) (51,295) (295) Fund balances, budget basis - beginning of year 48,000 51,000 51,295 295 Fund balances, budget basis - end of year -$ -$ - -$ Unrealized gain (loss) on investments - Net position, GAAP basis - end of year -$ Finance Reserve Budgeted Amounts -225- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 1,645,883$ 1,645,883$ 1,648,108$ 2,225$ Investment earnings 6,500 6,500 7,901 1,401 Total revenues 1,652,383 1,652,383 1,656,009 3,626 EXPENDITURES Current: County services 1,773,078 1,778,078 1,766,331 11,747 Not allocated to organizational units: Contingency 53,305 28,180 - 28,180 Total expenditures 1,826,383 1,806,258 1,766,331 39,927 Net change in fund balances (174,000) (153,875) (110,322) 43,553 Fund balances, budget basis - beginning of year 174,000 153,875 153,876 1 Fund balances, budget basis - end of year -$ -$ 43,554 43,554$ Unrealized gain (loss) on investments (1,056) Capital assets (net of accumulated depreciation and amortization)17,364 Deferred outflows of resources - OPEB RHIA 395 Deferred outflows of resources - OPEB 40,153 Deferred outflows of resources - pension 529,217 Accrued compensated leave (247,892) Lease payable (2,826) Other postemployment benefits - RHIA 18,612 Other postemployment benefits (223,272) Net pension liability (1,306,027) Deferred inflows of resources - OPEB RHIA (2,104) Deferred inflows of resources - OPEB (160,961) Deferred inflows of resources - pension (111,995) Net position, GAAP basis - end of year (1,406,838)$ Legal Budgeted Amounts -226- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 1,956,660$ 1,956,660$ 1,956,633$ (27)$ Investment earnings 6,550 6,550 9,802 3,252 Total revenues 1,963,210 1,963,210 1,966,435 3,225 EXPENDITURES Current: County services 2,086,107 2,077,407 1,967,241 110,166 Not allocated to organizational units: Contingency 64,253 - - - Total expenditures 2,150,360 2,077,407 1,967,241 110,166 Net change in fund balances (187,150) (114,197) (806) 113,391 Fund balances, budget basis - beginning of year 187,150 114,197 114,199 2 Fund balances, budget basis - end of year -$ -$ 113,393 113,393$ Unrealized gain (loss) on investments (2,431) Capital assets (net of accumulated depreciation and amortization)7,958 Deferred outflows of resources - OPEB RHIA 383 Deferred outflows of resources - OPEB 38,902 Deferred outflows of resources - pension 512,722 Accrued compensated leave (153,948) Lease payable (8,049) Other postemployment benefits - RHIA 18,032 Other postemployment benefits (216,312) Net pension liability (1,265,316) Deferred inflows of resources - RHIA (2,038) Deferred inflows of resources - OPEB (155,943) Deferred inflows of resources - pension (108,504) Net position, GAAP basis - end of year (1,221,151)$ Human Resources Budgeted Amounts -227- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 3,675,513$ 3,675,513$ 3,684,899$ 9,386$ Investment earnings 9,600 9,600 17,332 7,732 Transfers in - 64,000 44,656 (19,344) Total revenues 3,685,113 3,749,113 3,746,887 (2,226) EXPENDITURES Current: County services 3,939,034 4,038,034 3,951,896 86,138 Not allocated to organizational units: Contingency 124,626 85,036 - 85,036 Transfers out 6,470 6,470 6,470 - Total expenditures 4,070,130 4,129,540 3,958,366 171,174 Net change in fund balances (385,017) (380,427) (211,479) 168,948 Fund balances, budget basis - beginning of year 385,017 380,427 380,429 2 Fund balances, budget basis - end of year -$ -$ 168,950 168,950$ Unrealized gain (loss) on investments (3,028) Capital assets (net of accumulated depreciation and amortization)6,738 Deferred outflows of resources - OPEB RHIA 806 Deferred outflows of resources - OPEB 81,821 Deferred outflows of resources - pension 1,078,404 Accrued compensated leave (504,739) Lease payable (6,757) Other postemployment benefits - RHIA 37,927 Other postemployment benefits (454,969) Net pension liability (2,661,335) Deferred inflows of resources - OPEB RHIA (4,286) Deferred inflows of resources - OPEB (327,995) Deferred inflows of resources - pension (228,215) Net position, GAAP basis - end of year (2,816,678)$ Information Technology Budgeted Amounts -228- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 180,000$ 180,000$ 180,000$ -$ Investment earnings 17,200 17,200 31,101 13,901 Transfers in - 118,000 118,000 - Total revenues 197,200 315,200 329,101 13,901 EXPENDITURES Current: County services 601,600 719,600 580,574 139,026 Total expenditures 601,600 719,600 580,574 139,026 Net change in fund balances (404,400) (404,400) (251,473) 152,927 Fund balances, budget basis - beginning of year 963,500 963,500 1,108,395 144,895 Fund balances, budget basis - end of year 559,100$ 559,100$ 856,922 297,822$ Unrealized gain (loss) on investments (11,165) Capital assets (net of accumulated depreciation and amortization)544,569 Net position, GAAP basis - end of year 1,390,326$ Information Technology Reserve Budgeted Amounts -229- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 3,164,344$ 3,514,303$ 3,567,030$ 52,727$ Investment earnings 200,000 200,000 274,605 74,605 Total revenues 3,364,344 3,714,303 3,841,635 127,332 EXPENDITURES Current: County services 4,744,447 4,744,447 4,502,987 241,460 Not allocated to organizational units: Contingency 6,616,397 6,466,397 - 6,466,397 Transfers out 3,500 503,459 493,787 9,672 Total expenditures 11,364,344 11,714,303 4,996,774 6,717,529 Net change in fund balances (8,000,000) (8,000,000) (1,155,139) 6,844,861 Fund balances, budget basis - beginning of year 8,000,000 8,000,000 9,323,305 1,323,305 Fund balances, budget basis - end of year -$ -$ 8,168,166 8,168,166$ Unrealized gain (loss) on investments (104,278) Capital assets (net of accumulated depreciation and amortization)16,667 Deferred outflows of resources - OPEB RHIA 110 Deferred outflows of resources - OPEB 11,163 Deferred outflows of resources - pension 147,142 Accrued compensated leave (29,733) Other postemployment benefits - RHIA 5,175 Other postemployment benefits (62,076) Net pension liability (363,111) Accrued claims payable (6,752,436) Deferred inflows of resources - OPEB RHIA (585) Deferred inflows of resources - OPEB (44,751) Deferred inflows of resources - pension (31,138) Net position, GAAP basis - end of year 960,315$ Insurance Budgeted Amounts -230- Deschutes County, Oregon Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Fiscal Year Ended June 30, 2024 Actual Variance with Original Final Amounts Final Budget REVENUES Charges for services 30,534,045$ 30,534,045$ 31,665,008$ 1,130,963$ Investment earnings 120,000 120,000 208,021 88,021 Total revenues 30,654,045 30,654,045 31,873,029 1,218,984 EXPENDITURES Current: County services 32,587,213 35,687,213 34,121,293 1,565,920 Not allocated to organizational units: Contingency 3,809,575 1,074,575 - 1,074,575 Total expenditures 36,396,788 36,761,788 34,121,293 2,640,495 Net change in fund balances (5,742,743) (6,107,743) (2,248,264) 3,859,479 Fund balances, budget basis - beginning of year 5,742,743 6,107,743 6,107,997 254 Fund balances, budget basis - end of year -$ -$ 3,859,733 3,859,733$ Capital assets (net of accumulated depreciation and amortization)4,073 Lease payable (4,119) Unrealized gain (loss) on investments (80,159) Net position, GAAP basis - end of year 3,779,528$ Health Benefits Budgeted Amounts -231-     -232- Taxes Miscellaneous Total and Custodial Custodial Fees Funds Funds ASSETS Cash and cash equivalents 423,642$ 514,053$ 937,695$ Investments, at fair value; plus accrued interest 2,740,043 3,324,809 6,064,852 Taxes receivable for other governments 7,164,350 - 7,164,350 Accounts receivable 120,608 - 120,608 Notes receivable 858,565 - 858,565 Total assets 11,307,208 3,838,862 15,146,070 LIABILITIES Accounts payable 45,291 32,364 77,655 Deposits 135,627 3,237,038 3,372,665 Due to other governments 8,081,445 597,021 8,678,466 Total liabilities 8,262,363 3,866,423 12,128,786 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - land auction sales 858,565 - 858,565 Total deferred inflows of resources 858,565 - 858,565 NET POSITION Restricted for: Individuals, organizations, and other governments 2,199,174 19,503 2,218,677 Unrestricted (12,894) (47,064) (59,958) Total net position 2,186,280$ (27,561)$ 2,158,719$ Combining Statement of Fiduciary Net Position June 30, 2024 Deschutes County, Oregon Fiduciary Funds -233- Taxes Miscellaneous Total and Custodial Custodial Fees Funds Funds ADDITIONS Investment earnings Interest on land sale loans 41,552$ -$ 41,552$ Net increase in fair value of investments 324,821 68,513 393,334 Property tax collections for other governments 508,358,494 - 508,358,494 Fines, forfeitures and penalties 341,400 861,095 1,202,495 Rents 36 - 36 Collections for services provided to other governments 108,606 - 108,606 Charges for services 3,048,918 - 3,048,918 Total additions 512,223,827 929,608 513,153,435 DEDUCTIONS Payment of property taxes to other governments 508,149,088 - 508,149,088 Payment of services to other governments - 887,931 887,931 Public safety 3,965,577 - 3,965,577 Total deductions 512,114,665 887,931 513,002,596 Change in Fiduciary net position 109,162 41,677 150,839 Net position - beginning of year 2,077,118 (69,238) 2,007,880 Net position - end of year 2,186,280$ (27,561)$ 2,158,719$ Deschutes County, Oregon Fiduciary Funds Combining Statement of Changes in Fiduciary Net Position Fiscal Year Ended June 30, 2024 -234-     -235- Other Financial Schedules For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -236- Deschutes County, Oregon Schedule of Property Tax Transactions - All County Taxes June 30, 2024 Tax Year Beginning Balance and FY 2024 Levy Adjustments Interest (Discount) Turnovers from County Treasurer Taxes Receivable June 30, 2024 FY 2014 & Prior 88,614$ (3,886)$ 9,573$ 18,037$ 76,264$ FY 2015 21,959 (579) 3,830 8,403 16,807 FY 2016 (31,963) (1,221) 2,293 5,394 (36,285) FY 2017 22,129 (1,227) 905 2,309 19,498 FY 2018 39,697 (1,250) 4,054 11,114 31,387 FY 2019 72,434 (4,403) 8,617 23,934 52,714 FY 2020 302,813 (6,968) 69,086 277,068 87,863 FY 2021 882,179 (8,870) 160,064 726,711 306,662 FY 2022 1,775,819 (70,589) 179,725 823,806 1,061,149 FY 2023 4,389,238 (139,954) 287,850 2,692,118 1,845,016 FY 2024 523,049,057 (283,558) (13,824,079) 503,405,085 5,536,335 TOTALS 530,611,976$ (522,505)$ (13,098,082)$ 507,993,979 8,997,410$ Other Distributions: Interest earned on unsegregated taxes 209,238 Other tax distribution and credits (354,849) TOTAL CASH COLLECTIONS 507,848,368$ Summary of Taxes Receivable at June 30, 2024: Deschutes County General Fund 710,892$ Special Revenue Funds 1,122,168 Other Taxing Jurisdictions 7,164,350 8,997,410$ -237- Deschutes County, Oregon Schedule of Long-Term Debt Principal Transactions Year Ended June 30, 2024 Final Amount of Outstanding Bonds Outstanding Date of Maturity Original July 1,Bonds Called and June 30, Series Issue Date Issue 2023 Issued Matured 2024 Pension Bonds Series 2002 03/28/2002 06/01/2028 5,429,586$ 2,390,000$ -$ 540,000$ 1,850,000$ Series 2004 05/27/2004 06/01/2028 7,090,000 3,440,000 - 630,000 2,810,000 Total Pension Bonds 12,519,586 5,830,000 - 1,170,000 4,660,000 Bonds Series 2013 08/08/2013 06/01/2038 8,405,000 5,935,000 - 5,935,000 - Refunding Series 2019 03/12/2019 06/01/2028 6,455,000 3,930,000 - 715,000 3,215,000 Refunding Series 2021 09/02/2021 12/01/2032 15,325,000 13,910,000 - 1,300,000 12,610,000 Refunding Series 2023 12/05/2023 06/01/2044 24,095,000 - 24,095,000 275,000 23,820,000 Series 2022 08/30/2022 06/01/2043 18,220,000 18,220,000 - 550,000 17,670,000 Total Bonds 72,500,000 41,995,000 24,095,000 8,775,000 57,315,000 Notes from Direct Borrowings Refunding Series 2015 12/08/2015 12/01/2026 3,775,000 945,000 - 434,200 510,800 Refunding Series 2016 05/25/2016 06/01/2027 6,277,000 2,420,000 - 591,000 1,829,000 Total Notes 10,052,000 3,365,000 - 1,025,200 2,339,800 Total Long-Term Debt 95,071,586$ 51,190,000$ 24,095,000$ 10,970,200$ 64,314,800$ -238- Deschutes County, Oregon Schedule of Long-Term Debt Interest Transactions Year Ended June 30, 2024 Interest Rates on Outstanding Coupons Outstanding Outstanding June 30, Bonds Called and June 30, Series Balances 2023 Issued Matured 2024 Pension Bonds Series 2002 6.85% 524,025$ -$ 163,715$ 360,310$ Series 2004 6.10% 618,643 - 209,668 408,975 Total Pension Bonds 1,142,668 - 373,383 769,285 Bonds Series 2013 4.50% 2,244,031 - 2,244,031 - Refunding Series 2019 5.00% 607,500 - 196,500 411,000 Refunding Series 2021 1.40% 1,004,555 - 186,966 817,589 Refunding Series 2023 5.00% - 14,019,489 588,989 13,430,500 Series 2022 5.00% 11,017,750 - 911,000 10,106,750 Total Bonds 14,873,836 14,019,489 4,127,486 24,765,839 Notes from Direct Borrowings Refunding Series 2015 2.49% 26,902 - 18,125 8,777 Refunding Series 2016 1.68% 102,396 - 40,656 61,740 Total Notes 129,298 - 58,781 70,517 Total Long-Term Debt 16,145,802$ 14,019,489$ 4,559,650$ 25,605,641$ -239- Deschutes County, Oregon Schedule of Future Debt Service Requirements of Pension Obligation Bonds June 30, 2024 Total Requirements Series 2002 Series 2004 Year of Maturity Principal Interest Total Principal Interest Principal Interest 2025 700,000$ 297,995$ 997,995$ -$ 126,725$ 700,000$ 171,270$ 2026 1,465,000 255,330 1,720,330 685,000 126,725 780,000 128,605 2027 1,640,000 160,867 1,800,867 770,000 79,803 870,000 81,064 2028 855,000 55,093 910,093 395,000 27,057 460,000 28,036 4,660,000$ 769,285$ 5,429,285$ 1,850,000$ 360,310$ 2,810,000$ 408,975$ -240- Deschutes County, Oregon Schedule of Future Debt Service Requirements of Full Faith and Credit and Direct Borrowings Governmental Activities June 30, 2024 Year of Maturity Principal Interest Total Principal Interest Principal Interest Principal Interest Principal Interest 2025 2,848,350$ 1,487,489$ 4,335,839$ 232,646$ 2,896$ 750,000$ 160,750$ 1,040,704$ 132,843$ 825,000$ 1,191,000$ 2026 2,715,414 1,391,031 4,106,445 - - 785,000 123,250 1,060,414 118,031 870,000 1,149,750 2027 2,807,240 1,293,245 4,100,485 - - 820,000 84,000 1,072,240 102,995 915,000 1,106,250 2028 2,899,066 1,191,293 4,090,359 - - 860,000 43,000 1,084,066 87,793 955,000 1,060,500 2029 2,104,834 1,085,147 3,189,981 - - - - 1,099,834 72,397 1,005,000 1,012,750 2030 2,174,545 1,019,250 3,193,795 - - - - 1,119,545 56,750 1,055,000 962,500 2031 2,245,313 950,604 3,195,917 - - - - 1,135,313 40,854 1,110,000 909,750 2032 2,323,965 878,929 3,202,894 - - - - 1,158,965 24,679 1,165,000 854,250 2033 2,390,792 804,255 3,195,047 - - - - 1,170,792 8,255 1,220,000 796,000 2034 1,285,000 735,000 2,020,000 - - - - - - 1,285,000 735,000 2035 1,345,000 670,750 2,015,750 - - - - - - 1,345,000 670,750 2036 1,410,000 603,500 2,013,500 - - - - - - 1,410,000 603,500 2037 1,485,000 533,000 2,018,000 - - - - - - 1,485,000 533,000 2038 1,560,000 458,750 2,018,750 - - - - - - 1,560,000 458,750 2039 1,120,000 380,750 1,500,750 - - - - - - 1,120,000 380,750 2040 1,175,000 324,750 1,499,750 - - - - - - 1,175,000 324,750 2041 1,235,000 266,000 1,501,000 - - - - - - 1,235,000 266,000 2042 1,295,000 204,250 1,499,250 - - - - - - 1,295,000 204,250 2043 1,360,000 139,500 1,499,500 - - - - - - 1,360,000 139,500 2044 1,430,000 71,500 1,501,500 - - - - - - 1,430,000 71,500 37,209,519$ 14,488,993$ 51,698,512$ 232,646$ 2,896$ 3,215,000$ 411,000$ 9,941,873$ 644,597$ 23,820,000$ 13,430,500$ Total Requirements Direct Borrowing-2015 Series 2019 Ref Series 2021 Series 2023 -241- Deschutes County, Oregon Schedule of Future Debt Service Requirements of Full Faith and Credit and Direct Borrowings Business Type Activities June 30, 2024 Year of Maturity Principal Interest Total Principal Interest Principal Interest Principal Interest Principal Interest 2025 1,673,550$ 954,150$ 2,627,700$ 213,254$ 4,271$ 601,000$ 30,727$ 279,296$ 35,652$ 580,000$ 883,500$ 2026 1,532,286 908,015 2,440,301 32,700 1,209 610,000 20,630 284,586 31,676 605,000 854,500 2027 1,577,960 862,675 2,440,635 32,200 401 618,000 10,383 287,760 27,641 640,000 824,250 2028 960,934 815,811 1,776,745 - - - - 290,934 23,561 670,000 792,250 2029 1,000,166 778,179 1,778,345 - - - - 295,166 19,429 705,000 758,750 2030 1,040,455 738,730 1,779,185 - - - - 300,455 15,230 740,000 723,500 2031 1,079,687 697,464 1,777,151 - - - - 304,687 10,964 775,000 686,500 2032 1,126,035 654,373 1,780,408 - - - - 311,035 6,623 815,000 647,750 2033 1,169,208 609,216 1,778,424 - - - - 314,208 2,216 855,000 607,000 2034 900,000 564,250 1,464,250 - - - - - - 900,000 564,250 2035 940,000 519,250 1,459,250 - - - - - - 940,000 519,250 2036 990,000 472,250 1,462,250 - - - - - - 990,000 472,250 2037 1,040,000 422,750 1,462,750 - - - - - - 1,040,000 422,750 2038 1,090,000 370,750 1,460,750 - - - - - - 1,090,000 370,750 2039 1,145,000 316,250 1,461,250 - - - - - - 1,145,000 316,250 2040 1,200,000 259,000 1,459,000 - - - - - - 1,200,000 259,000 2041 1,265,000 199,000 1,464,000 - - - - - - 1,265,000 199,000 2042 1,325,000 135,750 1,460,750 - - - - - - 1,325,000 135,750 2043 1,390,000 69,500 1,459,500 - - - - - - 1,390,000 69,500 22,445,281$ 10,347,363$ 32,792,644$ 278,154$ 5,881$ 1,829,000$ 61,740$ 2,668,127$ 172,992$ 17,670,000$ 10,106,750$ Refunding Series 2021Total Requirements Series 2022Direct Borrowing - 2015 Direct Borrowing - 2016 -242-     -243- Statistical Section For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -244-     -245- Deschutes County, Oregon Statistical Section Contents June 30, 2024 This is part of the Deschutes County’s statistical annual comprehensive 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 Financial Trends These schedules contain trend information to help the reader understand how the County’s financial performance and well-being have changed over time. 247 - 256 Revenue Capacity These schedules contain information to help the reader assess the County’s most significant local revenue source, property taxes. 257 - 262 Debt Capacity These schedules present information to help the reader assess the affordability of the County’s current level of outstanding debt and the County’s ability to issue additional debt in the future. 263 - 270 Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment in which the County’s financial activities take place. 271 - 272 Operating Information 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. 274 - 277 Sources: Unless otherwise noted, the information in these schedules is derived from the published annual comprehensive financial reports for the relevant year. The County implemented GASB Statement No. 65 in fiscal year 2014. Schedules containing information for years prior to fiscal year 2014 have not been restated in accordance with GASB 65, unless otherwise noted. -246- Governmental activities Net investment in capital assets 91,385,492$ 101,724,105$ 108,576,334$ 113,719,602$ Restricted 57,774,179 60,999,381 60,223,775 51,604,150 Unrestricted 13,564,091 (9,004,273) (10,585,809) (13,117,584) Total governmental activities net position 162,723,762$ 153,719,213$ 158,214,300$ 152,206,168$ Business-type activities Net investment in capital assets 31,628,810$ 33,549,044$ 35,249,434$ 37,025,828$ Restricted 416,356 257,743 - - Unrestricted (3,620,616) (4,431,920) (3,895,146) (2,045,078) Total business-type activities net position 28,424,550$ 29,374,867$ 31,354,288$ 34,980,750$ Primary government Net investment in capital assets 123,014,302$ 135,273,150$ 143,825,768$ 150,745,430$ Restricted 58,190,535 61,257,124 60,223,775 51,604,150 Unrestricted 9,943,475 (13,436,194) (14,480,955) (15,162,662) Total primary government net position 191,148,312$ 183,094,080$ 189,568,588$ 187,186,918$ Fiscal Year 20162015 20182017 Deschutes County, Oregon (accrual basis of accounting) Net Position by Component - Last Ten Fiscal Years -247- 115,293,413$ 121,372,936$ 126,591,425$ 135,284,761$ 161,842,824$ 179,244,593$ 66,660,268 75,890,142 86,559,219 90,450,775 86,626,839 102,213,751 (11,495,168) (14,936,196) (29,395,513) (28,233,666) (42,654,861) (53,796,060) 170,458,513$ 182,326,882$ 183,755,131$ 197,501,870$ 205,814,802$ 227,662,284$ 35,942,205$ 38,733,640$ 37,856,359$ 35,830,576$ 23,964,066$ 37,443,048$ - - - - 13,974,687 17,778,135 1,559,167 (1,509,993) 3,784,281 7,281,323 6,500,623 (11,030,626) 37,501,372$ 37,223,647$ 41,640,640$ 43,111,899$ 44,439,376$ 44,190,557$ 151,235,618$ 160,106,576$ 164,447,785$ 171,115,338$ 185,806,890$ 216,687,641$ 66,660,268 75,890,142 86,559,219 90,450,775 100,601,526 119,991,886 (9,936,001) (16,446,189) (25,611,232) (20,952,344) (36,154,238) (64,826,686) 207,959,885$ 219,550,529$ 225,395,771$ 240,613,769$ 250,254,178$ 271,852,841$ Fiscal Year 202420192023202220212020 -248- 2015 2016 2017 2018 Expenses Governmental activities: General government 25,448,635$ 35,463,814$ 30,011,545$ 36,105,776$ Public safety 46,351,357 74,941,547 65,276,283 64,258,765 County roads 16,818,974 18,269,586 17,627,051 18,122,984 Health and welfare 31,944,749 43,850,703 39,370,403 50,068,445 Interest and fiscal charges 2,385,397 2,284,295 2,175,774 2,104,761 Total governmental activities expenses 122,949,112 174,809,945 154,461,056 170,660,730 Business-type activities: Solid waste 7,614,444 9,272,404 10,028,102 10,131,364 Fair & expo center 3,466,338 4,290,630 4,173,908 4,504,592 RV park 473,792 477,924 407,928 411,993 Total business-type activities expenses 11,554,574 14,040,958 14,609,937 15,047,948 Total primary government expenses 134,503,686$ 188,850,903$ 169,070,993$ 185,708,679$ Program Revenues Governmental activities: Charges for services: General government 14,463,863$ 18,675,554$ 16,435,374$ 16,271,509$ Public safety 6,051,487 5,620,314 6,765,336 4,653,489 County roads 17,690,071 19,168,851 19,082,452 21,577,005 Health and welfare 1,836,516 2,021,579 1,940,978 2,683,447 Operating grants and contributions 40,911,962 42,990,874 40,087,120 52,587,330 Capital grants and contributions 193,226 7,003,178 1,084,073 1,918,307 Total governmental program revenues 81,147,125 95,480,350 85,395,333 99,691,086 Business-type activities: Charges for services: Solid waste 8,088,089 8,865,019 9,791,844 11,187,151 Fair & expo center 2,257,064 2,500,139 2,710,373 2,511,127 RV park 346,987 408,513 384,279 438,716 Operating grants and contributions 51,244 53,667 570,037 786,895 Total business-type program revenues 10,743,384 11,827,338 13,456,534 14,923,889 Total primary government program revenues 91,890,509$ 107,307,688$ 98,851,866$ 114,614,975$ Net (Expense)/Revenue Governmental activities (41,801,988)$ (79,329,594)$ (69,065,723)$ (70,969,644)$ Business-type activities (811,190) (2,213,620) (1,153,403) (124,060) Total primary government net expense (42,613,178)$ (81,543,214)$ (70,219,127)$ (71,093,704)$ Prior year totals may not foot due to rounding. Fiscal Year Deschutes County, Oregon Changes in Net Position - Last Ten Fiscal Years (accrual basis of accounting) -249- 2019 2020 2021 2022 2023 2024 32,523,927$ 50,607,355$ 49,428,669$ 48,556,006$ 66,921,909$ 34,521,844$ 70,253,604 70,086,827 85,546,513 86,849,152 107,370,842 107,768,750 17,645,717 17,743,525 25,488,902 22,046,884 10,167,800 35,000,781 45,086,737 45,728,065 62,685,989 55,636,443 66,433,425 76,969,969 2,024,851 1,808,997 1,497,982 838,400 1,296,674 1,547,824 167,534,837 185,974,769 224,648,055 213,926,886 252,190,650 255,809,168 9,047,200 12,526,176 9,911,481 13,075,084 13,762,327 19,875,561 5,085,859 4,759,772 3,018,117 4,509,320 5,938,023 6,883,063 409,672 420,191 420,836 368,229 436,441 493,271 14,542,731 17,706,139 13,350,434 17,952,633 20,136,791 27,251,895 182,077,568$ 203,680,908$ 237,998,489$ 231,879,518$ 272,327,441$ 283,061,063$ 15,487,329$ 16,303,016$ 18,863,342$ 20,031,444$ 18,320,916$ 15,208,367$ 3,870,888 2,981,327 3,968,606 2,822,080 4,952,871 5,859,723 24,081,955 25,465,962 28,723,520 27,343,594 27,039,616 30,635,504 2,892,082 3,161,716 3,994,244 3,173,349 4,486,491 5,042,923 53,767,845 59,658,417 77,638,551 83,007,298 98,552,785 92,606,334 30,000 145,584 93,134 - - - 100,130,099 107,716,021 133,281,397 136,377,766 153,352,679 149,352,851 11,421,763 13,486,467 13,486,467 13,991,671 14,099,929 17,380,055 3,085,338 1,790,111 1,790,111 3,608,410 4,816,455 5,330,890 476,365 652,568 652,568 584,135 577,063 526,442 107,740 57,496 57,496 53,167 53,167 53,167 15,091,206 15,986,642 15,986,642 18,237,383 19,546,614 23,290,554 115,221,305$ 123,702,663$ 149,268,038$ 154,615,150$ 172,899,293$ 172,643,405$ (67,404,738)$ (78,258,747)$ (91,366,658)$ (77,549,119)$ (98,837,971)$ (106,456,317)$ 548,475 (2,260,820) 2,636,207 284,751 (590,177) (3,961,341) (66,856,263)$ (80,519,567)$ (88,730,451)$ (77,264,369)$ (99,428,148)$ (110,417,658)$ Fiscal Year -250- 2015 2016 2017 2018 General Revenues and Other Changes in Net Position Governmental activities: Taxes Property taxes, general purpose levy 31,747,666$ 33,533,883$ 35,363,260$ 36,746,058$ Property taxes, sheriff services levy 26,640,494 29,508,509 31,128,138 33,028,808 Property taxes, bonded debt levy 97,428 84,233 - - Transient room tax 5,248,199 6,068,098 6,408,477 7,011,471 Investment earnings 1,188,209 1,643,757 1,351,378 1,940,860 Transfers (559,305) (513,431) (690,447) (631,722) Total governmental activities 64,362,691 70,325,049 73,560,806 78,095,475 Business-type activities: Taxes Property taxes, bonded debt levy 2,623,509 2,555,831 2,368,281 - Investment earnings 71,740 94,674 74,094 129,837 Special item - - - 3,369,910 Transfers 559,305 513,431 690,447 631,722 Total business-type activities 3,254,554 3,163,935 3,132,822 4,131,469 Total primary government 67,617,246$ 73,488,985$ 76,693,630$ 82,226,944$ Change in Net Position Governmental activities 22,560,704$ (9,004,545)$ 4,495,083$ 7,125,831$ Business-type activities 2,443,364 950,315 1,979,419 4,007,409 Total primary government 25,004,068$ (8,054,229)$ 6,474,504$ 11,133,240$ Prior year totals may not foot due to rounding. Fiscal Year Deschutes County, Oregon Changes in Net Position - Last Ten Fiscal Years (accrual basis of accounting) -251- 2019 2020 2021 2022 2023 2024 38,353,835$ 40,987,718$ 42,614,194$ 44,873,558$ 47,364,947$ 51,751,786$ 35,960,629 38,315,278 39,843,081 41,208,892 44,320,775 53,933,341 - - - - - - 7,829,489 7,560,467 11,431,704 13,114,807 12,597,706 12,438,741 5,151,181 4,888,442 648,532 (6,112,054) 4,612,463 11,982,540 (1,638,051) (1,624,789) (1,742,604) (1,789,344) (1,744,988) (1,802,609) 85,657,083 90,127,116 92,794,907 91,295,859 107,150,903 128,303,799 - - - - - - 334,098 358,306 38,182 (602,836) 172,666 1,909,913 - - - - - - 1,638,050 1,624,789 1,742,604 1,789,344 1,744,988 1,802,609 1,972,148 1,983,094 1,780,786 1,186,508 1,917,654 3,712,522 87,629,231$ 92,110,210$ 94,575,692$ 92,482,367$ 109,068,557$ 132,016,321$ 18,252,345$ 11,868,368$ 1,428,248$ 13,746,739$ 8,312,932$ 21,847,482$ 2,520,623 (277,725) 4,416,993 1,471,259 1,327,477 (248,819) 20,772,968$ 11,590,643$ 5,845,242$ 15,217,998$ 9,640,409$ 21,598,663$ Fiscal Year -252- 2015 2016 2017 2018 General Fund Nonspendable 516,523$ 498,337$ 469,020$ 445,442$ Committed 1,782,674 3,944,405 7,505,074 10,670,276 Assigned 6,222,698 6,311,144 5,369,619 6,598,027 Unassigned 9,183,941 10,620,333 10,483,020 11,461,766 Total General Fund 17,705,836$ 21,374,220$ 23,826,733$ 29,175,511$ All Other Governmental Funds Nonspendable 2,542,621$ 2,663,703$ 2,859,789$ 1,786,302$ Restricted, reported in: Special revenue funds 62,650,077 71,847,628 65,125,286 67,996,477 Capital projects funds - - 7,809,685 9,542,598 Debt service funds 10,970 - - - Total Restricted 62,661,047 71,847,628 72,934,971 77,539,075 Committed, reported in: Special revenue funds 13,566,455 11,491,305 13,469,571 14,715,465 Capital projects funds 394,405 - - - Debt service funds 482,736 472,561 558,106 661,151 Total Committed 14,443,596 11,963,866 14,027,677 15,376,615 Unassigned, reported in: Special revenue funds - - - - Capital projects funds - - - - Total Unassigned - - - - Total all other governmental funds 79,647,264$ 86,475,197$ 89,822,437$ 94,701,992$ Prior year totals may not foot due to rounding. Deschutes County, Oregon (modified accrual basis of accounting) Fund Balances - Governmental Funds - Last Ten Fiscal Years Fiscal Year -253- 2019 2020 2021 2022 2023 2024 144,473$ 148,609$ 35,563$ 80,692$ 46,213$ 47,062$ 13,048,013 7,557,563 9,963,834 6,980,581 5,698,988 11,065,027 6,743,043 7,362,270 8,243,592 8,563,836 9,575,220 11,546,677 12,458,530 13,620,704 15,023,889 13,398,279 13,426,082 15,227,096 32,394,059$ 28,689,146$ 33,266,878$ 29,023,388$ 28,746,503$ 37,885,862$ 2,475,033$ 2,690,983$ 2,671,413$ 3,041,475$ 2,653,108$ 2,798,174$ 76,263,618 81,399,756 103,846,578 107,048,554 101,304,951 108,091,056 17,794,245 25,086,097 23,497,961 26,356,205 22,594,529 30,034,095 - - - - - - 94,057,863 106,485,853 127,344,538 133,404,759 123,899,480 138,125,151 16,713,561 2,867,188 4,900,652 4,770,913 4,854,127 5,411,200 - 4,928,892 4,380,450 8,403,325 5,866,734 6,607,522 837,063 959,032 466,933 384,965 449,066 36,151 17,550,624 8,755,111 9,748,035 13,559,203 11,169,927 12,054,873 - (39,033) - (695,542) (13,004) (212) - - - - - - - (39,033) - (695,542) (13,004) (212) 114,083,519$ 117,892,914$ 139,763,986$ 149,309,895$ 137,709,511$ 152,977,986$ Fiscal Year -254- 2015 2016 2017 2018 Revenues Taxes 64,043,653$ 69,254,662$ 72,725,317$ 76,915,410$ Licenses and permits 1,395,229 1,513,320 1,804,402 1,658,904 Fines, forfeitures and penalties 1,713,279 1,666,944 1,600,649 1,466,676 Special assessments 116,946 85,439 70,655 66,830 Interest and rents 2,801,165 3,191,867 3,042,808 3,555,878 Intergovernmental 97,854,728 102,449,003 92,313,282 105,988,087 Charges for services 24,577,248 16,657,205 18,295,208 19,115,410 Other 1,867,249 1,268,489 1,073,927 875,507 Total revenues 194,369,496 196,086,929 190,926,249 209,642,702 Expenditures General government 25,028,450 26,813,546 26,361,777 29,061,175 Public safety 89,007,502 91,353,457 86,897,612 93,072,384 County roads 15,038,232 15,351,922 16,195,155 14,241,574 Health and welfare 46,096,095 36,778,966 38,856,976 46,636,552 Education 656,218 610,125 263,106 - Debt service Principal 3,270,413 3,015,338 2,895,157 3,013,331 Interest 2,354,101 2,259,334 2,151,095 2,079,976 Trustee fees - - 2,500 2,375 Debt issuance costs - - - - Capital outlay 6,906,759 7,675,279 10,376,297 7,506,798 Total expenditures 188,357,770 183,857,968 183,999,674 195,614,166 Excess of revenues over (under) expenditures 6,011,726 12,228,961 6,926,574 14,028,536 Other Financing Sources (Uses) Issuance of long-term debt - leases - - - - Issuance of long-term debt - subscriptio - - - - Transfers in 14,542,905 10,564,827 23,284,540 18,339,320 Transfers out (15,350,629) (12,403,247) (24,593,177) (19,240,045) Debt issuance - 1,911,626 - - Bond premium/discount - - - - Payments to escrow agent - (1,904,328) - - Increase/(decrease) in inventory 242,641 98,478 181,815 (155,630) Total other financing sources (uses)(565,083) (1,732,643) (1,126,822) (1,056,355) Net change in fund balances 5,446,643$ 10,496,318$ 5,799,752$ 12,972,180$ Debt service as a percentage of noncapital expenditures 3.1%3.0%2.9%2.7% Prior year totals may not foot due to rounding. Deschutes County, Oregon (modified accrual basis of accounting) Changes in Fund Balances - Governmental Funds - Last Ten Fiscal Years Fiscal Year -255- 2019 2020 2021 2022 2023 2024 82,039,791$ 86,964,729$ 94,124,509$ 99,264,276$ 104,114,587$ 117,874,095$ 1,846,647 1,827,973 2,208,566 2,488,528 2,176,998 2,235,960 1,525,703 1,315,245 1,312,788 794,023 806,401 895,908 60,172 24,635 7,403 9,883 3,924 6,051 6,254,855 6,127,824 2,547,298 (3,256,047) 6,316,328 12,970,056 111,616,358 116,778,213 149,475,326 148,713,344 172,492,922 167,436,724 17,409,307 19,549,186 22,925,825 21,902,984 25,944,677 20,992,982 1,577,098 2,240,573 826,662 2,322,915 1,855,725 983,206 222,329,931 234,828,378 273,428,375 272,239,905 313,711,562 323,394,982 30,624,676 51,467,588 41,583,698 43,069,730 53,755,442 37,996,318 97,971,830 105,095,862 112,852,658 126,981,617 142,877,533 146,857,447 13,601,142 13,934,215 14,026,795 17,933,913 19,589,948 25,558,649 41,929,068 44,960,663 53,777,680 53,038,068 63,853,309 67,056,809 - - - - - - 9,963,729 2,619,154 3,728,510 3,633,793 3,370,177 4,518,234 2,021,171 1,909,000 1,590,121 1,316,978 1,107,238 1,440,854 106,325 1,600 1,200 850 1,550 900 - - - - - 165,170 10,105,264 12,913,134 17,541,502 19,055,501 42,214,342 40,071,611 206,323,204 232,901,216 245,102,163 265,030,448 326,769,539 323,665,992 16,006,728 1,927,163 28,326,212 7,209,457 (13,057,977) (271,010) - - - - 1,258,453 5,732,447 - - - - 1,855,136 241,427 28,268,112 33,312,721 21,904,660 32,384,479 36,264,492 34,373,156 (29,876,180) (35,135,401) (23,782,068) (34,291,517) (38,197,373) (36,340,955) 7,512,685 - - - - 24,095,000 - - - - - 2,497,687 - - - - - (5,919,918) 688,731 - - - - - 6,593,348 (1,822,681) (1,877,408) (1,907,038) 1,180,708 24,678,844 22,600,076$ 104,482$ 26,448,804$ 5,302,419$ (11,877,269)$ 24,407,834$ 2.7%2.1%2.3%2.0%1.6%2.1% Fiscal Year -256- Fiscal Year Ended June 30, Assessed Value Estimated Actual Value Assessed Value Estimated Actual Value Assessed Value Estimated Actual Value 2015 18,803,090 24,417,972 393,213 393,227 53,660 58,261 2016 19,847,234 27,721,055 415,663 415,679 60,520 70,526 2017 20,943,309 31,302,357 451,004 451,007 65,759 79,422 2018 22,107,667 35,571,219 482,975 482,975 74,665 103,958 2019 23,380,812 39,872,595 508,792 508,792 78,186 112,682 2020 24,642,529 43,452,591 524,739 527,739 81,184 131,478 2021 25,896,554 46,294,856 586,141 586,165 84,899 147,202 2022 27,365,201 54,432,055 627,551 627,551 90,106 173,790 2023 28,853,678 71,303,510 735,632 735,632 92,994 207,887 2024 30,423,785 78,521,799 890,104 890,104 97,682 239,833 Sources: Deschutes County Assessor's Department and Deschutes County Tax Office. (1) Includes tax-exempt property. Deschutes County, Oregon (in thousands of dollars) Assessed Value and Estimated Actual Value of Taxable Property - Last Ten Fiscal Years Real Property Personal Property Manufactured Homes -257- Exemptions Assessed Value Estimated Actual Value Assessed Value Taxable Assessed Value Estimated Actual Value 475,914 492,477 39,534 19,686,343 25,361,937 2.7502 - 6.1111 77.777% 652,906 677,075 43,033 20,933,290 28,884,335 2.7398 - 6.0936 72.622% 560,616 582,833 45,078 21,975,610 32,415,618 2.7311 - 6.0411 67.932% 600,475 628,510 47,457 23,218,325 36,786,661 2.6125 - 6.0411 63.245% 668,084 736,374 51,211 24,584,663 41,230,443 2.5225 - 5.9725 59.752% 710,117 784,443 54,658 25,903,911 44,896,251 2.6825 - 5.9925 57.819% 803,586 887,767 57,287 27,313,892 47,915,990 2.6825 - 5.9925 57.123% 834,257 910,502 58,720 28,858,395 56,143,898 2.6825 - 5.9925 51.505% 853,781 938,116 59,462 30,476,624 73,185,145 2.6525 - 6.4325 41.724% 852,663 919,209 60,873 32,203,361 80,570,945 2.8525 - 6.6325 40.045% TotalPublic Utilities Range of Total Direct Tax Rates Paid Assessed Value (1) as a Percentage of Estimated Actual Value -258- 2015 2016 2017 2018 County direct rates Rates levied to all taxable County properties: General 1.2783 1.2783 1.2783 1.2483 Fairgrounds Bond 0.1377 0.1273 0.1186 - Sheriff (Countywide)0.9500 1.0200 1.0200 1.0200 County Extension/4H CSD 0.0224 0.0224 0.0224 0.0224 911 CSD 0.1618 0.1618 0.1618 0.3618 911 Local Option 0.2000 0.2000 0.2000 - County districts paid by all properties 2.7502 2.8098 2.8011 2.6525 Rates levied to taxable rural County properties: Sheriff (Rural)1.4000 1.4000 1.4000 1.4000 Certain County properties are subject to one of the following rates: Bend Library Bond - - - - Sunriver Library Bond 0.5090 0.0438 - - Paid by Black Butte properties only: Black Butte Ranch CSD 1.0499 1.0499 1.0499 1.0499 Black Butte Ranch CSD Local Opt 0.5500 0.5500 0.5500 0.5500 Paid by Sunriver properties only: Sunriver Service District 3.3100 3.3100 3.3100 3.3100 Sunriver Service District Local Opt - - - - Range of County Direct Rates Paid 2.7502 - 6.1111 2.8098 - 6.1198 2.8011- 6.1111 2.6525 - 5.9625 City and town rates Bend 2.8035 2.8035 2.8035 2.8035 Redmond 4.4101 4.4101 4.4101 4.4101 Sisters 2.6417 2.6417 2.6417 2.6417 La Pine 1.9800 1.9800 1.9800 1.9800 City of Bend Bond 2021 - - - - City of Bend Bond 2011 0.2120 0.2120 0.1895 0.1789 City of Bend Local Option - - 0 0.2000 City of Redmond Bond 0.0809 0.0809 0.0710 0.0547 City of Redmond Bond 2022 - - - - Library district rates 0.5500 0.5500 0.5500 0.5500 1.0924 - 3.0691 1.0924 - 3.0691 1.0924 - 2.7317 1.0924 - 2.7317 0.2200 - 1.6566 0.2200 - 1.4610 0.2200 - 1.4610 0.2200 - 1.4610 6.2181 - 8.4979 6.4033 - 8.4012 6.5893 - 8.4320 6.5893 - 8.4320 0.7831 - 3.0000 0.8140 - 3.0000 0.8140 - 3.0000 0.8140 - 3.0000 Other special district rates 0.2895 0.2895 0.2895 0.2895 Sources: Deschutes County Assessor's Office and Deschutes County Finance Department. Parks and recreation district rates School district rates Road district rates Direct and Overlapping Property Tax Rates - Last Ten Fiscal Years (rate per 1,000 of assessed value) Fire district rates Deschutes County, Oregon Fiscal Year Taxes are Payable -259- 2019 2020 2021 2022 2023 2024 1.2183 1.2183 1.2183 1.2183 1.2183 1.2783 - - - - - - 1.0800 1.0800 1.0800 1.0800 1.0500 1.2500 0.0224 0.0224 0.0224 0.0224 0.0224 0.0224 0.3618 0.3618 0.3618 0.3618 0.3618 0.3618 - - - - - - 2.6825 2.6825 2.6825 2.6825 2.6525 2.9125 1.3400 1.3400 1.3400 1.3400 1.3400 1.5500 - - - - - - - - - - - - 1.0499 1.0499 1.0499 1.0499 1.0499 1.0499 0.5500 0.5500 0.5500 0.6500 0.6500 0.6500 3.3100 3.3100 3.3100 3.3100 3.3100 3.3100 - - - - 0.4700 0.4700 2.6825 - 5.9925 2.6825 - 5.9925 2.6825 - 5.9925 2.6825 - 5.9925 2.6525 - 6.4325 2.8525 - 6.6325 2.8035 2.8035 2.8035 2.8035 2.8035 2.8035 4.4101 4.4101 4.4101 4.4101 4.4101 4.4101 2.6417 2.6417 2.6417 2.6417 2.6417 2.6417 1.9800 1.9800 1.9800 1.9800 1.9800 1.9800 - - - - 0.1713 0.1621 0.1685 0.1600 0.1600 0.1520 0.1292 0.1104 0.2000 0.2000 0.2000 0.2000 0.2000 0.2000 0.0547 - - - - - - - - - 0.7232 0.6387 0.5500 0.5500 0.5500 0.5500 0.5500 0.5500 1.0924 - 2.7317 1.0924 - 2.7317 1.0924 - 2.7317 1.0924 - 2.7317 1.0924 - 2.7317 1.0924 - 2.7317 0.2200 - 1.4610 0.2200 - 1.4610 0.2200 - 1.4610 0.2200 - 1.4610 0.2200 - 1.4610 0.2200 - 1.4610 6.4912 - 8.2372 6.4554 - 8.1593 6.5337 - 8.1626 5.7044 - 7.2439 5.3871 - 7.2955 5.4063 - 7.2824 0.8140 - 3.0000 0.8140 - 3.0000 0.5882 - 3.0000 0.8140 - 3.0000 0.8140 - 3.0000 0.8140 - 3.2500 0.2895 0.2895 0.2895 0.2895 0.2895 0.2895 Fiscal Year Taxes are Payable -260- Taxpayer Taxable Assessed Value (TAV) Rank (1) % of Total County TAV (2) Taxable Assessed Value (TAV) Rank (1) % of Total County TAV (2) Pacificorp (PP&L) 165,071,483$ 1 0.51% 86,338,000$ 1 0.44% Crowdstrike Inc. 150,504,520 2 0.47% TDS Baja Broadband LLC 132,582,625 3 0.41% Cascade Natural Gas Corporation 83,577,410 4 0.26% 51,236,000 4 0.26% Lonza Bend Inc. 79,640,120 5 0.25% Deschutes Brewery Inc 64,178,020 6 0.20% 36,254,180 7 0.18% Gas Transmission Northwest Corporation 72,792,854 7 0.23% 69,580,600 2 0.35% Touchmark at Mount Bachelor Village LLC 56,328,370 8 0.17% 44,393,000 5 0.23% PCC Structurals, Inc. 47,675,520 9 0.15% Suterra LLC 53,551,460 10 0.17% 36,206,060 8 0.18% Bend Cable Communications, LLC - -0.00% 69,563,000 3 0.35% CSVS LLC - -0.00% 37,108,420 6 0.19% Centurylink (Formerly Qwest)- -0.00% 33,857,800 9 0.17% Wal-Mart Stores Inc.- -0.00% 30,356,000 10 0.15% Total 905,902,382$ 2.82% 494,893,060$ 2.50% (1) Ranking of Principal Taxpayers is based on property taxes assessed, not the taxable assessed value. (2) Taxpayer's attributable share of total assessed value in the County. 2024 2015 Deschutes County, Oregon Principal Property Taxpayers - Current Fiscal Year and Nine Years Ago -261- Fiscal Year Ended June 30, Amount Collected Percentage of Levy Amount Collected Percentage of Levy 2015 62,247 61,220 98.349% 1,024 62,244 99.995% 2016 65,737 64,747 98.494%990 65,737 100.000% 2017 68,956 67,895 98.461%1,056 68,951 99.993% 2018 69,929 69,013 98.689%909 69,922 99.990% 2019 74,425 73,442 98.678%971 74,413 99.984% 2020 78,369 77,350 98.700%999 78,349 99.974% 2021 82,470 81,661 99.019%740 82,401 99.917% 2022 86,354 85,577 99.101%540 86,117 99.726% 2023 91,736 90,881 99.068%479 91,360 99.591% 2024 107,556 105,727 98.299%- 105,727 98.299% Source: Deschutes County Finance Department. (1) Net of discounts and adjustments. Deschutes County, Oregon Property Taxes, Levies and Collections - Last Ten Fiscal Years Collected within the Fiscal Year of the Levy Total Collections to Date (dollars expressed in thousands) Total Tax Levy for Fiscal Year (1) Collections in Subsequent Years -262- General Pension Full Faith Notes Fiscal Obligation Obligation and Credit from Direct Right-of Use Year Bonds Bonds Obligations Borrowings Loans Obligations 2015 90 10,536 42,957 - - - 2016 - 10,235 38,387 1,926 - - 2017 - 9,899 35,985 1,726 - - 2018 - 9,522 33,507 1,525 - - 2019 - 9,099 31,516 1,317 - - 2020 - 8,595 29,464 1,108 - - 2021 - 7,790 26,611 894 - - 2022 - 6,870 23,715 680 - 2,127 2023 - 5,830 21,492 459 - 4,113 2024 - 4,660 39,947 233 - 8,955 (1) See page 269 for personal income and population data. n/a - Not available. Deschutes County, Oregon Ratios of Outstanding Debt by Type - Last Ten Fiscal Years (dollars in thousands, except per capita) Limited Tax Bonds Governmental Activities -263- General Full Faith Notes Total Percentage Obligation and Credit from Direct Right-of Use Primary of Personal Per Bonds Obligations Borrowings Loans Obligations Government Income (1) Capita (1) 5,247 13,200 - 343 - 72,373 0.87% 434.93 2,595 4,666 8,127 - - 65,936 0.73% 386.18 - 4,451 7,420 - - 59,481 0.61% 336.75 - 4,200 6,699 - - 55,453 0.52% 303.14 - 3,976 5,965 - - 51,873 0.46% 274.49 - 3,744 5,220 - - 48,131 0.41% 249.38 - 3,507 4,459 - - 43,261 0.32% 219.58 - 3,437 3,692 - 14 40,534 0.27% 199.29 - 24,232 2,906 - 10 59,041 n/a 284.45 - 23,237 2,107 - 5 79,144 n/a 373.07 TotalBusiness-Type Activities -264- General Bonded/Gross Direct Debt 2015 2016 2017 2018 General Obligation Bonds (1) 5,337 2,595 - - Limited Tax Bonds 66,693 53,288 50,335 47,229 Notes from Direct Borrowings - 10,053 9,146 8,224 Loans - - - - Less: Amounts available in debt service fund (2) (358) (264) - - 71,672 65,672 59,481 55,453 Debt as a percentage of estimated actual taxable value of property (3) 0.28% 0.23% 0.18% 0.15% General Bonded/ Gross Direct Debt per Capita (4) 431 385 337 303 Note: Details regarding the County's outstanding debt can be found in the notes to the financial statements. (1) This is the general bonded debt of both governmental and business-type activities. (2) This is the amount restricted for debt service principal payments. (3) See the Schedule of Assessed Value and the Estimated Actual Value of Taxable Property (pages 255-256) (4) Population data can be found in the Schedule of Demographic and Economic Statistics (page 269). Deschutes County, Oregon Ratios of General Bonded Debt Outstanding - Last Ten Fiscal Years (dollars in thousands, except per capita) Fiscal Year -265- 2019 2020 2021 2022 2023 2024 - - - - - - 44,591 41,803 37,908 34,021 51,553 67,844 7,282 6,328 5,353 4,372 3,365 2,340 - - - - - - - - - - - - 51,873 48,131 43,261 38,393 54,918 70,184 0.13% 0.11% 0.09% 0.07% 0.10% 0.10% 274 249 220 189 265 331 Fiscal Year -266- Debt Outstanding Estimated Percentage Applicable Amount Applicable to Primary Government Debt repaid with property taxes Alfalfa RFPD 180$ 93.5600% 168$ Bend Metro Park & Rec District 18,093 100.0000% 18,093 Central Oregon Community College 36,015 84.8600% 30,561 Central Oregon Regional Housing Authority 2,550 100.0000% 2,550 City Of Bend 254,087 100.0000% 254,087 City Of La Pine 1,327 100.0000% 1,327 City Of Redmond 37,496 100.0000% 37,496 Cloverdale RFPD 1,795 100.0000% 1,795 Crook Cty School District 41,825 0.5000% 209 Crooked River Ranch RFPD 1,735 8.9100% 155 Deschutes Cty RFPD 2 (Bend)7,620 100.0000% 7,620 Deschutes Cty SD 1 (Bend-La Pine)433,895 100.0000% 433,895 Deschutes Cty SD 2J (Redmond)187,942 93.8800% 176,442 Deschutes Cty SD 6 (Sisters)41,213 99.9700% 41,202 Deschutes Public Library District 185,300 100.0000% 185,300 High Desert ESD 4,822 90.8700% 4,382 Howell Hilltop Acres Spec Rd District 165 100.0000%165 Lapine Parks & Recreation District 245 100.0000%245 Lazy River Special Road District 10 100.0000%10 Redmond Area Park & Recreation District 18 100.0000%18 Redmond Fire & Rescue 2,346 99.8400%2,342 Sisters RFPD (Camp Sherman)665 89.5400%595 Terrebonne Water District 340 100.0000%340 Subtotal, overlapping debt 1,198,997 Deschutes County direct debt 53,794 Total direct and overlapping debt 1,252,791$ 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 property taxpayers 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-tax backed debt less self-supporting unlimited general obligations and self supporting limited tax general obligation debt. The direct debt is the total amount of the governmental activities from the "Ratios of Outstanding Debt by Type" Schedule. Deschutes County, Oregon June 30, 2024 (dollars in thousands) Governmental Unit Direct and Overlapping Governmental Activities Debt -267- Estimated actual value 80,570,945$ Estimated actual value 80,570,945$ Debt limit (2% of estimated actual value) (1) 1,611,419 Debt limit (1% of estimated actual value) (2) 805,709 Debt applicable to limit: Debt applicable to limit: General obligation bonds -$ Limited tax bonds 44,607$ Less: Amount held for repayment of debt - Less: Amount held for repayment of debt - Total net debt applicable to limit -$ Total net debt applicable to limit 44,607$ Legal debt margin 1,611,419$ Legal debt margin 761,102$ (1) ORS 287A.100 provides a debt limit on general obligation bonds of 2% of the real market value of all taxable property within the County's boundaries. This became effective January 1, 2008 superseding ORS 287.054. (2) ORS 287A.105 provides a debt limit on full faith and credit bonds of 1% of the real market value of all taxable property within the County's boundaries. This became effective January 1, 2008 superseding ORS 287.053. Deschutes County, Oregon (dollars in thousands) Legal Debt Margin Calculation for Fiscal Year 2024 Legal Debt Margin Information - Last Ten Fiscal Years -268- Deschutes County, Oregon Legal Debt Margin Information - Last Ten Fiscal Years (dollars in thousands) 2015 2016 2017 2018 2019 Debt Limit (2%) (1)507,239$ 577,687$ 648,312$ 735,733$ 824,609$ Total net debt applicable to limit 5,337 2,595 - - - Legal debt margin 501,902$ 575,092$ 648,312$ 735,733$ 824,609$ Total net debt applicable to the limit as a percentage of debt limit 1.05%0.45%0.00%0.00%0.00% Debt Limit (1%) (2)253,619$ 288,843$ 324,156$ 367,867$ 412,304$ Total net debt applicable to limit 53,231 50,357 47,610 42,350 39,049 Legal debt margin 200,388$ 238,486$ 276,546$ 325,517$ 373,255$ Total net debt applicable to the limit as a percentage of debt limit 20.99%17.43%14.69%11.51%9.47% (1) ORS 287A.100 provides a debt limit on general obligation bonds of 2% of the real market value of all taxable property within the County's boundaries. This became effective January 1, 2008 superseding ORS 287.054. (2) ORS 287A.105 provides a debt limit on full faith and credit bonds of 1% of the real market value of all taxable property within the County's boundaries. This became effective January 1, 2008 superseding ORS 287.053. Fiscal Year -269- 2020 2021 2022 2023 2024 897,925$ 958,320$ 1,122,878$ 1,463,703$ 1,611,419$ - - - - - 897,925$ 958,320$ 1,122,878$ 1,463,703$ 1,611,419$ 0.00%0.00%0.00%0.00%0.00% 448,963$ 479,160$ 561,439$ 731,851$ 805,709$ 36,639 33,124 30,585 27,322 44,607 412,324$ 446,036$ 530,854$ 704,529$ 761,102$ 8.16%6.91%5.45%3.73%5.54% Fiscal Year -270- Personal Per Income Capita Public (thousands Personal Median School Unemployment Year Population of dollars)Income Age Enrollment Rate 2015 166,400 8,189,375 47,253 40.82 25,302 5.9% 2016 170,740 8,921,964 49,709 40.96 25,598 4.9% 2017 176,635 9,744,419 52,566 41.13 26,446 4.2% 2018 182,930 10,529,174 55,443 41.33 26,868 4.1% 2019 188,980 11,265,156 57,689 41.50 27,008 3.9% 2020 193,000 12,781,035 64,080 41.63 27,237 9.1% 2021 197,015 14,408,123 70,161 41.82 25,687 6.0% 2022 203,390 14,794,468 71,627 42.64 25,576 4.2% 2023 207,561 n/a n/a 43.28 25,593 4.4% 2024 212,141 n/a n/a 42.88 25,321 3.9% Sources:Population data provided by Portland State University, Population Research Center. Prior to fiscal year 2024, personal income and per capita personal income information was provided by Portland State University, Population Research Center and Federal Reserve Economic Data. Historical data for these statistics have been updated to reflect information provided by the U.S Bureau of Economic Analysis. 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 July 1, 2023, reflect county population estimates available as of April 2024. Median age figures for 2015-2024 are based on mid-year data tables. School enrollment is based on the census at the start of the 2023-24 school year. Unemployment rate information, reported as an annual average, is not seasonally adjusted. Unemployment rate for 2024 is an average of July 2023 through June 2024. n/a - Not available. Deschutes County, Oregon Demographic and Economic Statistics - Last Ten Calendar Years -271- Percentage of Percentage of Total County Total County Employees Rank Employment Employees Rank Employment St. Charles Health System 4,565 1 4.43%2,838 1 3.81% Bend/La Pine School District 2,300 2 2.23%1,937 2 2.60% Deschutes County 1,243 3 1.21%1,044 3 1.40% Mt. Bachelor 1,117 4 1.08%775 6 1.04% Sunriver Resort 950 5 0.92%900 4 1.21% Redmond School District 919 6 0.89%819 5 1.10% Central Oregon Community College 830 7 0.81%652 8 0.88% Safeway 810 8 0.79% City of Bend 763 9 0.74% Summit Health (formerly Bend Memorial Clinic)736 10 0.71%652 7 0.88% IBEX (formerly TRG Solutions & ISKY)595 9 0.80% Consumer Cellular 585 10 0.78% 14,233 13.81%10,797 14.50% Total County Nonfarm Employment 103,085 100.00%74,490 100.00% Sources: Deschutes County Finance Department, Economic Development for Central Oregon, and the Oregon Employment Department. Employer Total Employees of Principal Employers Deschutes County, Oregon 2024 2015 Principal Employers - Current Year and Nine Years Ago -272-     -273- 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Function/Program General government Executive 9.75 9.75 9.75 9.75 9.75 10.75 10.75 10.75 11.75 12.75 General services Judicial 52.05 54.05 54.55 57.30 59.50 65.60 63.30 69.00 71.10 71.80 Financial 38.53 39.53 39.73 39.73 40.23 40.23 41.23 41.23 46.23 49.03 Assessment 31.00 33.00 33.00 34.26 35.26 33.26 33.26 31.00 32.26 29.63 Community development 19.30 20.30 25.10 27.50 30.50 29.50 30.50 32.50 32.10 24.40 Building services 23.80 25.20 25.00 25.00 26.00 18.60 21.60 21.75 23.75 24.75 Information technology 16.30 16.00 15.70 15.70 15.70 15.70 15.70 16.70 15.70 18.00 Other 4.47 4.32 4.62 4.62 4.62 4.62 6.82 5.82 8.82 7.52 Public protection Law enforcement 113.75 113.75 113.75 115.25 117.45 117.50 124.00 127.50 129.25 125.55 Corrections 188.60 199.10 200.10 202.00 205.00 195.75 188.25 185.50 178.25 178.20 Protective inspection 14.70 15.70 19.90 25.50 24.50 24.50 23.50 27.30 25.70 22.60 Other protection 52.50 57.50 59.00 60.00 60.00 54.00 54.00 55.00 52.57 55.15 Public works Streets & highways 52.75 53.50 54.00 54.00 56.00 54.00 55.00 56.00 56.00 59.00 Sanitation 22.50 23.50 23.50 24.50 25.50 24.00 21.00 24.00 30.00 37.00 Health & welfare Health services 248.00 265.25 303.85 313.45 309.95 291.95 330.78 353.75 382.10 385.43 Recreation & culture Fair & expo center 11.00 11.00 12.00 12.00 12.00 10.92 10.00 8.00 11.75 13.50 Other Conservation 2.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Economic development 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Total 901.00 941.45 993.55 1,020.56 1,031.96 990.88 1,029.69 1,065.80 1,107.33 1,114.31 Source: Deschutes County Finance Department. Note: Above amounts are for Primary Government. Deschutes County, Oregon Full-Time Equivalent County Government Employees by Function/Program - Last Ten Fiscal Years -274- Deschutes County, Oregon Operating Indicators by Function/Program - Last Ten Fiscal Years 2015 2016 2017 2018 Function/Program General government Building permits issued for new homes 355 440 555 549 Total building permits issued 1142 1309 1427 1594 Police Physical arrests 1,545 1,568 1,797 1,791 Traffic violations Citations issued 2,189 2,104 2,159 2,412 Warnings 1,883 1,547 1,159 908 Calls for service 35,664 34,535 35,285 34,893 Traffic stops 14,698 10,533 12,608 12,539 Solid waste Solid waste collected (tons)193,779 203,896 226,325 240,844 2,385 2,451 2,591 2,727 Recyclables collected (tons)74,097 72,940 80,234 79,757 Road Street resurfacing (miles)7.6 14.57 8.07 5.28 911 emergency services Emergency calls 60,460 62,181 64,158 64,047 Police officer initiated calls 250,369 252,333 256,923 250,834 Fire department initiated calls 23,655 25,308 27,426 26,894 Mental health crisis calls Average annual per capita waste Fiscal Year Source: Deschutes County Community Development Department, Deschutes County Sheriff's Office, Deschutes County Solid Waste Department, Deschutes County Road Department, and 9-1-1 County Service District. -275- 2019 2020 2021 2022 2023 2024 574 586 744 698 393 402 1,564 1,589 1,885 1,927 1,557 1,357 1,810 1,463 964 1,271 1,507 1,573 2,382 1,905 1,832 1,580 1,007 1,486 949 731 571 646 544 513 35,014 38,823 36,601 35,602 35,303 33,625 13,532 12,225 10,915 12,158 9,940 11,332 238,955 263,464 267,940 296,470 309,429 310,342 2,959 2,788 2,777 3,010 2,165 2,177 60,958 83,472 84,347 98,491 89,304 84,413 8.19 10.63 95.76 92.56 52.13 91.94 68,434 71,987 75,179 77,685 76,870 67,513 261,196 247,085 242,077 216,636 226,877 221,828 27,856 27,670 31,089 30,767 31,511 32,513 3,463 Fiscal Year -276- 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Function/Program Public Safety Stations 4444444444 Adult correctional facilities 2222222222 Special services complex 1111111111 Road Streets (miles) 927 927 927 931 917 929 929 927 925 925 Streetlights 4 4 32 32 32 35 74 74 94 108 Flashing lights 5455521111 Signals 3333333344 Sources: Deschutes County Road Department and the Deschutes County Sheriff's Office. Fiscal Year Deschutes County, Oregon Capital Assets Statistics by Function/Program - Last Ten Fiscal Years -277- Audit Comments and Disclosures Required by State Regulations For the Fiscal Year Ended June 30, 2024 Deschutes County, Oregon -278-     -279- Deschutes County, Oregon Audit Comments and Disclosures Required by State Regulations June 30, 2024 Oregon Administrative Rules 162-010-000 through 162-010-0330 of the Minimum Standards for Audits of Oregon Municipal Corporations, prescribed by the Secretary of State in cooperation with the Oregon State Board of Accountancy, enumerate the financial statements, schedules, comments and disclosures required in audit reports. The required statements and schedules are set forth in the preceding sections of this report. Required comments and disclosures related to the audit of such statements and schedules are set forth in the following pages. -280- This page is intentionally left blank.  -281- Report of Independent Auditors Required by Oregon State Regulations Deschutes County Board of Commissioners Deschutes County, Oregon Bend, Oregon We have audited, 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 the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of Deschutes County, Oregon (the “County”) as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the County’s basic financial statements, and have issued our report thereon dated December 4, 2024. Compliance As part of obtaining reasonable assurance about whether the County’s basic financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, including provisions of Oregon Revised Statutes (ORS) as specified in Oregon Administrative Rules (OAR) 162-010-0000 to 162-010-0330, of the Minimum Standards for Audits of Oregon Municipal Corporations, noncompliance with which could have a direct and material effect on the financial statements. 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. We performed procedures to the extent we considered necessary to address the required comments and disclosures which included, but were not limited to, the following:  Accounting records and internal control  Public fund deposits  Indebtedness  Budget  Insurance and fidelity bonds  Programs funded from outside sources  Highway funds  Investments  Public contracts and purchasing -282- This page is intentionally left blank.  -283- In connection with our testing, nothing came to our attention that caused us to believe the County was not in substantial compliance with certain provisions of laws, regulations, contracts, and grant agreements, including the provisions of ORS as specified in OAR 162-010-0000 through 162-010-0330 of the Minimum Standards for Audits of Oregon Municipal Corporations. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the County’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the County’s internal control. Accordingly, we do not express an opinion on the effectiveness of the County’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that have not been identified. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. Accordingly, this communication is not suitable for any other purpose. This report is intended solely for the information and use of the Board of Commissioners and management of the County and the Oregon Secretary of State and is not intended to be and should not be used by anyone other than these parties. Amanda McCleary-Moore, Partner for Moss Adams LLP Eugene, Oregon December 4, 2024 -284-     -285- Single Audit Section June 30, 2024 Deschutes County, Oregon -286- This page is intentionally left blank.  -287- Report of Independent Auditors 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 Deschutes County Board of Commissioners Deschutes County, Oregon Bend, Oregon We have audited, in accordance with the 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, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the Deschutes County, Oregon (the “County”) as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the County’s basic financial statements, and have issued our report thereon dated December 4, 2024. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the County’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the County’s internal control. Accordingly, we do not express an opinion on the effectiveness of the County’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified. -288- This page is intentionally left blank.  -289- Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the County’s financial statements are free from 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 financial statements. 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. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Eugene, Oregon December 4, 2024 -290- This page is intentionally left blank.  -291- Report of Independent Auditors on Compliance for Each Major Federal Program and Report on Internal Control Over Compliance as Required by the Uniform Guidance Deschutes County Board of Commissioners Deschutes County, Oregon Bend, Oregon Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited Deschutes County, Oregon’s (the “County”) compliance with the types of compliance requirements described in the OMB Compliance Supplement that could have a direct and material effect on the County's major federal programs for the year ended June 30, 2024. The County's major federal programs are identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs. In our opinion, the County complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2024. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America (GAAS); the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards); and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report. We are required to be independent of the County and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of the County’s compliance with the compliance requirements referred to above. Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to the County’s federal programs. -292- This page is intentionally left blank.  -293- Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the County's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material, if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the County's compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with GAAS, Government Auditing Standards, and the Uniform Guidance, we  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the County's compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances.  Obtain an understanding of the County's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of the County's internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. -294- This page is intentionally left blank.  -295- Our consideration of internal control over compliance was for the limited purpose described in the Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. Eugene, Oregon December 4, 2024 -296-     -297- Deschutes County, Oregon Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2024 Federal Assistance Listing Number Award or Pass-Through Number Expenditures Amounts Provided To Subrecipients Department of Agriculture Direct Programs Forest Service Law Enforcement Agreements 10.704 20LE11060100002 40,327$ - Partnership Agreements - Oregon Living With Fire 10.699 23-PA-11060100-027 60,000 - Pass Through Programs State Department of Education School Breakfast Program 10.553 0904001 4,499 - National School Lunch Program 10.555 0904001 8,352 - Total Child Nutrition Cluster 12,851 Oregon Health Authority Special Supplemental Nutrition Program for Women, Infants and Children 10.557 180009 746,079 - Oregon Department of Forestry Cooperative Forestry Assistance - Deschutes County Buttes to Basins Joint Chiefs 10.664 21-PA-11060100-025 10,089 - Total Department of Agriculture 869,346 - Department of the Interior Pass Through Programs State Department of Administrative Services Non-Sale Disposals of Mineral Material 15.214 None 131,028 - Bureau of Land Management BLM Fuels Management and Community Fire Assistance Program Activities 15.228 L22AC00488-00 34,450 - Total Department of the Interior 165,478 - The notes to the schedule of expenditures of federal awards are an integral part of this statement. Federal Grantor / Pass Through Grantor / Program Title -298- Deschutes County, Oregon Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2024 Federal Assistance Listing Number Award or Pass-Through Number Expenditures Amounts Provided To Subrecipients Federal Grantor / Pass Through Grantor / Program Title Department of Justice Direct Programs Office of Community Oriented Policing Services Public Safety Partnership and Community Policing Grants 16.710 2020MHWXK032 9,614 - Violence Against Women Office Violence Against Women Formula Grants 16.588 VAWA-C-2023-DeschutesCo 92,165 2,947 Grants to Encourage Arrest Policies and Enforcement of Protection Orders Program 16.590 15JOVW-21-GG-02038-ICJR 173,894 42,122 Criminal and Juvenile Justice and Mental Health Collaboration Program 16.745 2018-MO-BX-0029 55,025 - Crime Victim Assistance 16.575 VOCA/CFA-2021-DeschutesCo 19,455 - Crime Victim Assistance 16.575 VOCA/CFA-2023-DeschutesCo 190,763 - Pass Through Programs State Department of Justice Crime Victim Assistance 16.575 VOCA/CFA-2021-DeschutesCo 61,357 - Crime Victim Assistance 16.575 VOCA/CFA-2023-DeschutesCo 83,012 - Subtotal Assistance Listing #16.575 354,587 Total Department of Justice 685,285 45,069 Department of Transportation Direct Programs Western Federal Lands Highway Division Federal Lands Access Program 20.224 6905672340010 342,290 Pass Through Programs Oregon Department of Transportation Enhanced Mobility of Seniors and Individuals with Disabilities 20.513 35459 50,572 - Total Transit Services Programs Cluster 50,572 National Priority Safety Programs 20.616 M5X-23-12-01 10,000 Total Highway Safety Cluster 10,000 Total Department of Transportation 402,862 - The notes to the schedule of expenditures of federal awards are an integral part of this statement. -299- Deschutes County, Oregon Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2024 Federal Assistance Listing Number Award or Pass-Through Number Expenditures Amounts Provided To Subrecipients Federal Grantor / Pass Through Grantor / Program Title Department of Health and Human Services Direct Programs National Environmental Health Association Food and Drug Administration Research 93.103 G-OAME-202209-02542 17,800 - Food and Drug Administration Research 93.103 G-BDEV2-202209-02539 14,027 - Food and Drug Administration Research 93.103 G-BDEV2-202209-02547 13,338 - Food and Drug Administration Research 93.103 G-BDEV2-202310-04827 3,293 - Subtotal Assistance Listing #93.103 48,458 Substance Abuse and Mental Health Services Administration Comprehensive Community Mental Health Services for Children with Serious Emotional Disturbances 93.104 H79SM082952 918,403 96,440 Environmental Health 93.113 P0542Q-D 17,888 - Drug-Free Communities Support Program Grants 93.276 180009 80,837 - Substance Abuse and Mental Health Services Projects of Regional and National Significance 93.243 H79SM080555 212,974 - Pass Through Programs Oregon Health Authority Substance Abuse and Mental Health Services Projects of Regional and National Significance 93.243 180009/162239 244,641 - Subtotal Assistance Listing #93.243 457,615 Public Health Emergency Preparedness 93.069 180009 112,916 - Medical Reserve Corps Small Grant Program 93.008 180009 108,142 - Projects for Assistance in Transition from Homelessness 93.150 026008 101,405 - Family Planning Services 93.217 180009 32,198 - Title V State Sexual Risk Avoidance Education 93.235 179779 82,000 - Immunization Cooperative Agreements 93.268 180009 316,033 - COVID-19 - Epidemiology and Laboratory Capacity for Infectious Diseases 93.323 180009 446,879 - Public Health Emergency Response: Cooperative Agreement for Emergency Response: Public Health Crisis Response 93.354 180009 214,557 - HIV Prevention Activities Health Department Based 93.940 026008 16,056 - Block Grants for Community Mental Health Services 93.958 182412/026008/173944 1,105,802 - Block Grants for Prevention and Treatment of Substance Abuse 93.959 026008/180009 585,652 74,000 CDC's Collaboration with Academia to Strengthen Public Health 93.967 180009 148,958 - Maternal and Child Health Services Block Grant to States 93.994 180009 164,425 - Total Department of Health and Human Services 4,958,224 170,440 The notes to the schedule of expenditures of federal awards are an integral part of this statement. -300- Deschutes County, Oregon Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2024 Federal Assistance Listing Number Award or Pass-Through Number Expenditures Amounts Provided To Subrecipients Federal Grantor / Pass Through Grantor / Program Title Department of Homeland Security Pass Through Programs Oregon Military Department - Office of Emergency Management Hazard Mitigation Grant Program 97.039 HMGP-PF-FM-5195-13 247,031 - Emergency Management Performance Grants 97.042 22-508 112,151 - Total Department of Homeland Security 359,182 - Department of the Treasury Direct Programs Immigration and Customs Enforcement/Homeland Security Investigations Equitable Sharing Program 21.016 OR0090000 45,903 - Department of the Treasury COVID-19 - Coronavirus State and Local Fiscal Recovery Funds 21.027 None 3,762,562 2,868,923 Pass Through Programs Oregon Health Authority COVID-19 - Coronavirus State and Local Fiscal Recovery Funds 21.027 179643 685,558 - Subtotal Assistance Listing #21.027 4,448,120 Total Department of the Treasury 4,494,023 2,868,923 Total Federal Assistance 11,934,400$ 3,084,432$ The notes to the schedule of expenditures of federal awards are an integral part of this statement. -301- Deschutes County, Oregon Notes to Schedule of Expenditures for Federal Awards June 30, 2024 NOTE 1 – PURPOSE OF THIS SCHEDULE The accompanying Schedule of Expenditures of Federal Awards (Schedule) is a supplementary schedule to Deschutes County, Oregon’s (the County) basic financial statements and is presented for purpose of additional analysis. Because the Schedule presents only a selected portion of the operations of the County, it is not intended to and does not present the financial position, changes in net position, or cash flows of the County. NOTE 2 – SIGNIFICANT ACCOUNTING POLICIES Reporting Entity The reporting entity is fully described in Note 1 of the County’s basic financial statements. The schedule includes all federal programs administered by the primary government for the fiscal year ended June 30, 2024. Basis of Presentation The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Federal Financial Assistance Pursuant to the Uniform Guidance, federal financial assistance is defined as assistance provided by a federal agency, either directly or indirectly, in the form of grants, contracts, cooperative agreements, loans, loan guarantees, property, interest subsidies, insurance, or direct appropriations. Accordingly, nonmonetary financial assistance, including federal surplus property, is included in federal financial assistance and is reported on the Schedule (if applicable). Federal financial assistance does not include direct federal cash assistance to individuals. Solicited contracts between the County and the federal government for which the federal government procures tangible goods or services are not considered to be financial assistance. The County has elected to use the 10% de minimis cost rate. Basis of Accounting Receipts and expenditures are accounted for using the modified accrual basis of accounting. Revenues are recorded when measurable and available, or in the case of grants where expenditure is the prime factor for determining eligibility, when the expenditure is made. Expenditures are recorded when a liability is incurred. -302-     -303- Deschutes County, Oregon Schedule of Findings and Questioned Costs For the Year Ended June 30, 2024 Section I – Summary of Auditor’s Results Financial Statements Type of report the auditor issued on whether the financial statements audited were prepared in accordance with GAAP: Unmodified Internal control over financial reporting:  Material weakness(es) identified? Yes No  Significant deficiency(ies) identified? Yes None reported Noncompliance material to financial statements noted? Yes No Federal Awards Internal control over major federal programs:  Material weakness(es) identified? Yes No  Significant deficiency(ies) identified? Yes None reported Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)? Yes No Identification of major federal programs and type of auditor’s report issued on compliance for major federal programs: Federal Assistance Listing Number Name of Major Federal Program or Cluster Type of Auditor’s Report Issued on Compliance for Major Federal Programs 21.027 COVID-19 - Coronavirus State and Local Fiscal Recovery Funds Unmodified 93.958 Block Grants for Community Mental Health Services Unmodified Dollar threshold used to distinguish between type A and type B programs: $ 750,000 Auditee qualified as low-risk auditee? Yes No Section II – Financial Statement Findings None reported Section III – Federal Award Findings and Questioned Costs None reported -304-