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HomeMy WebLinkAboutComprehensive Annual Financial Report September 30, 2020 CITY OF FRIENDSWOOD, TEXAS ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED September 30, 2020 Officials Issuing Report: Morad Kabiri City Manager Katina Hampton Director of Administrative Services CITY OF FRIENDSWOOD, TEXAS TABLE OF CONTENTS Fiscal Year 2020 Annual Report Page Introductory Section Letter of Transmittal i Principal Officials v GFOA Certificate of Achievement vi Organizational Chart vii Financial Section Report of Independent Auditors 3 Management’s Discussion and Analysis 8 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Position 23 Statement of Activities 24 Fund Financial Statements: Balance Sheet - Governmental Funds 26 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 27 Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds 28 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities 29 Statement of Net Position - Proprietary Funds 30 Statement of Revenues, Expenses and Changes in Net Position - Proprietary Funds 32 Statement of Cash Flows - Proprietary Funds 33 Notes to the Financial Statements 35 CITY OF FRIENDSWOOD, TEXAS TABLE OF CONTENTS (continued) Fiscal Year 2020 Annual Report Page Financial Section (continued) Required Supplementary Information Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - General Fund 74 Notes to Budgetary Schedule Information 82 Schedule of Changes in the Net Pension Liability and Related Ratios - Texas Municipal Retirement System - 84 Schedule of City Contributions - Texas Municipal Retirement System - 85 Notes to Schedule of Contributions 86 Schedule of Changes in the Total OPEB Liability and Related Ratios - Texas Municipal Retirement System Supplemental Death Benefits Fund 87 Schedule of Changes in the Total OPEB Liability and Related Ratios - City of Friendswood Retiree Health Care Plan 88 Other Supplementary Information: Combining and Individual Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds 92 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds 94 Schedule of Revenue, Expenditures and Changes in Fund Balances - Budget and Actual: Police Investigation 96 Fire/EMS Donation 97 Municipal Court 98 1776 Park 99 Sidewalk Installation 100 Park Land Dedication 101 Street Improvement 102 Debt Service 103 Bond Construction 104 CITY OF FRIENDSWOOD, TEXAS TABLE OF CONTENTS (continued) Fiscal Year 2020 Annual Report Table Page Unaudited Statistical Section: Net Position by Component 1 108 Changes in Net Position 2 110 Fund Balances of Governmental Funds 3 114 Changes in Fund Balances of Governmental Funds 4 116 Assessed Value and Taxable Value of Property 5 118 Direct and Overlapping Property Tax Rates 6 120 Principal Property Taxpayers 7 121 Property Tax Levies and Collections 8 122 Ratios of Outstanding Debt by Type 9 123 Ratio of Net General Bonded Debt Outstanding 10 124 Direct and Overlapping Governmental Activities Debt 11 125 Legal Debt Margin Information 12 126 Pledged Revenue Coverage 13 127 Demographic and Economic Statistics 14 128 Principal Employers 15 129 Full-Time Equivalent City Government Employees by Function/ Program 16 130 Operating Indicators by Function/ Program 17 132 Capital Asset Statistics by Function/ Program 18 134 Fiscal Year 2020 Annual Report Fiscal Year 2020 Annual Report INTRODUCTORY SECTION Fiscal Year 2020 Annual Report i Fiscal Year 2020 Annual Report March 22, 2021 The Honorable Mayor, Members of the City Council, and the Citizens of Friendswood: The Annual Comprehensive Financial Report (ACFR) of the City of Friendswood for the fiscal year ended September 30, 2020, is hereby submitted. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds of the City. All disclosures necessary to enable the reader to gain an understanding of the City’s financial activities have been included. This report consists of management’s representations concerning the finances of the City. Consequently, management assumes full responsibility for the completeness and reliability of all of the information presented in this report. To provide a reasonable basis for making these representations, management of the City has established a comprehensive internal control framework that is designed both to protect the government’s assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the City’s financial statements in conformity with Generally Accepted Accounting Principles (GAAP). Because the cost of internal controls should not outweigh their benefits, the City’s comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatement. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City Charter requires an annual audit of the financial statements of all of the various funds of the City by independent certified public accountants. The accounting firm of Whitley Penn LLP has performed such an audit. The goal of the independent audit was to provide reasonable assurance that the financial statements of the City for the fiscal year ended September 30, 2020 are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management and evaluating the overall financial statement presentation. The independent auditor concluded, based upon the audit, that there was a reasonable basis for rendering an unmodified opinion that the City’s financial statements for the fiscal year ended September 30, 2020, are fairly presented in conformity with GAAP. The independent auditors’ report is presented as the first component of the financial section of this report ii Fiscal Year 2020 Annual Report GAAP requires that management provide a narrative introduction, overview and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement MD&A and should be read in conjunction with it. The City’s MD&A can be found immediately following the report of the independent auditors. PROFILE OF THE CITY Established in 1895 as a Quaker colony, the City of Friendswood is rich in heritage. The City was incorporated in 1960 and chartered a home-rule city under Texas law in 1971. The City operates under a Council-Manager form of government. Policy-making and legislative authority are vested in a governing council consisting of the Mayor and six (6) Council Members. The Mayor and Council are responsible, among other things, for passing ordinances, adopting the budget, appointing board and committee members and hiring the City Manager, City Attorney, Municipal Judge, and City Secretary. The City Manager is responsible for carrying out the policies and ordinances of the City Council and overseeing the day-to-day operations of the City government, and for appointing heads of various departments. The Mayor and Council are elected on an at-large, non-partisan basis. The Mayor and Council are elected to serve no more than four consecutive three-year terms. The City provides a full range of municipal services including public safety (police, fire and emergency medical), maintenance of streets and infrastructure, sanitation services, maintenance of the treated waste distribution system and both sanitary and storm sewer collection transmission systems, recreational activities and cultural events as well as general administrative services. FACTORS AFFECTING FINANCIAL CONDITION Location Encompassing 21 square miles, Friendswood is located in southeast Texas near the Texas Gulf Coast, between downtown Houston and Galveston, spanning across two counties – northern Galveston County and southern Harris County. The current estimated population is 41,003. Residents and visitors can access Friendswood through FM 2351, FM 518, and FM 528 (NASA Parkway). Hobby Airport and Ellington Airport are located within a 15 minute drive from Friendswood, and Bush Intercontinental Airport is just 45 minutes away. Major sectors of the area’s economic base include aerospace, specialty chemicals, health care, retail, and tourism. Community Friendswood has been nationally recognized as one of the best places to live in the country. With low tax rates, outstanding public education, and the lowest crime rate in the region, Friendswood is the perfect place to live, work, and play. The city features beautiful parks and lush landscaping, along with a championship golf course. Children academically excel via two superior public school systems – Friendswood ISD and Clear Creek ISD. These attributes perfectly match Friendswood’s affluent resident base of well-educated, high-income families. More than 50% of residents work in executive, professional, and managerial positions and generate an average household income of over $140,000, one of the highest in the Houston area. Business Friendswood is the perfect choice for many types of commercial enterprises. Target markets include professional offices, retail, commercial, and light industrial developments. A key City focus is to encourage redevelopment of the downtown area and development of the City’s panhandle area. City leaders have approved special tools and incentives to revitalize downtown to promote mixed-use, multi-story developments with pedestrian streetscapes and other amenities. The City offers competitive business incentives, including a municipal grant program, tax abatement that includes “green” development, freeport iii Fiscal Year 2020 Annual Report tax exemption, and downtown development fee waivers. Quality Lifestyle As with any city, the goal is planning for continued quality growth to create a well-balanced community. Friendswood offers single-family residential housing in pleasant park-like settings, tucked-away from the busy stream of vehicular traffic. Friendswood is committed to attracting more local enterprises that will complement and enhance the unique community environment that has been carefully built over the past 100 years; one that has come to be cherished by residents and business owners alike. LONG TERM PLANNING Budgeting Controls The objective of the City’s budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by Council. The charter requires the City Manager to submit a proposed budget and an accompanying message to the City Council on or before August 1. The council shall review and revise as deemed appropriate prior to general circulation for the public hearing. The Public Notice and Hearing must be posted in the city hall and published in the official newspaper. The budget must be adopted by the 15th of September or as soon thereafter as practical. The City legally adopts annual budgets for the General, Special Revenue and Debt Service Funds. Annual and project budgets are also adopted for the Proprietary and Capital Projects Funds, respectively. The level of budgetary control; that is, the level at which expenditures cannot legally exceed the appropriated amount, is established by department within a fund. The City also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Encumbrances lapse at fiscal year end, but can be re-appropriated through a budget amendment the following fiscal year. The City Manager is authorized to transfer budgeted amounts within departments in any fund, but revisions that increase the total expenditures of any fund or transfers between departments must be approved by Council. Multi-Year Financial Planning A Multi-Year financial plan (MYFP) was developed in 2006. Originally, staff was directed to develop a plan to forecast the City’s financial condition through 2020, the projected build-out date. The first version of this plan was drafted and later reduced in scope to a five year projection. The MYFP is based on the City’s strategic planning efforts, including the Comprehensive Land Use Plan, Vision 2020 and the Capital Improvements Plan. Departmental operational plans funding requirements to provide programs and services are included in the MYFP as well. Funding needs and available resources, both current and alternative revenue enhancements, are identified. Expenditures are projected based on departmental needs assessments and are organized based on “one-time” and “on-going” expenditures. In collaboration with Council, the plan is updated at least annually and serves as the basis of budget development. Relevant Financial Policies As part of the annual budget process, the City adopts Financial Management Policy Statements that establish a framework for fiscal decision making and that ensure that financial resources are available to meet the present and future needs of its citizens. These statements provide guidelines for financial planning and management, addressing every major financial function and process. iv Fiscal Year 2020 Annual Report Most importantly, the Financial Management Policy requires that the City maintain the General Fund unassigned fund balance at a minimum of 90 days of prior year audited operating expenditures. Any unassigned funds after the fiscal year-end audit will be allowed to accumulate to build this 90-day reserve. After the General Fund has gathered sufficient resources, additional unassigned funds will be allowed to accumulate for future General Fund capital improvements. The Financial Management Policy also requires the minimum working capital in the Water and Sewer Fund be 90 days of prior year audited operating expenditures. Any unrestricted funds after the fiscal year- end audit will be allowed to accumulate to build this 90-day reserve. After these funds have gathered sufficient resources, additional unrestricted funds will be allowed to accumulate in working capital for future utility /operating fund capital improvements. Awards The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Friendswood for its annual comprehensive financial report for the fiscal year ended September 30, 2019. This was the thirty-second consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, the City published an easily readable and efficiently organized annual comprehensive financial report. This report satisfied both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current annual comprehensive financial report continues to meet the Certificate of Achievement program’s requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgements The preparation of the annual comprehensive financial report was made possible by the dedicated service of the entire staff of the Administrative Services Department. Each member of the department has my sincere appreciation for the contributions made in the preparation of this report. In closing, I also express my thanks to the Mayor, members of the City Council and the City Manager for their leadership, interest and support in conducting the financial operations of the City in a responsible and progressive manner. Sincerely, Katina Hampton Director of Administrative Services CITY OF FRIENDSWOOD, TEXAS PRINCIPAL OFFICIALS September 30, 2020 v Fiscal Year 2020 Annual Report Elected Officials Position Term Expires Mike Foreman Mayor May 2021 Steve Rockey Council Member - Position No. 1 May 2021 Sally Branson Council Member - Position No. 2 May 2023 Trish Hanks Council Member - Position No. 3 May 2021 Robert J. Griffon Council Member - Position No. 4 May 2022 John H. Scott Council Member - Position No. 5 May 2023 Brent Erenwert Council Member - Position No. 6 May 2022 Key Staff Position Morad Kabiri City Manager Steven Rhea Assistant City Manager Katina Hampton Director of Administrative Services Aubrey Harbin Director of Community Development Jildardo Arias Director of Engineering Matt Riley Library Director Brian Mansfield Fire Marshal/Emergency Management Coordinator William Bender Director of Human Resources James O’Brien Director of Information Technology Rene Ibarra Director of Public Works James Toney Director of Parks and Recreation Melinda Welsh City Secretary Robert B. Wieners Police Chief Mary K. Fischer City Attorney James W. Woltz Judge - Municipal Court vi Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS ORGANIZATIONAL CHART vii Fiscal Year 2020 Annual Report viii Fiscal Year 2020 Annual Report 1 Fiscal Year 2020 Annual Report FINANCIAL SECTION 2 Fiscal Year 2020 Annual Report Houston Office 3737 Buffalo Speedway Suite 1600 Houston, Texas 77098 713.621.1515 Main whitleypenn.com 3 Fiscal Year 2020 Annual Report REPORT OF INDEPENDENT AUDITORS The Honorable Mayor and Members of the City Council City of Friendswood, Texas Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of City of Friendswood, Texas (the “City”), as of and for the year ended September 30, 2020, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes 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. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We did not audit the financial statements of West Ranch Management District, which is a discretely presented component unit. Those financial statements were audited by other auditors whose report thereon has been furnished to us, and our opinion , insofar as it related to the amounts included for the West Ranch Management District, is based soled on the report of the other auditors. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. The financial statements of the West Ranch Management District were not audited in accordance with Government Auditing Standards. The Honorable Mayor and Members of the City Council City of Friendswood, Texas 4 Fiscal Year 2020 Annual Report We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, based on our audit and the report of the other auditors, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City, as of September 30, 2020, 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. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis on pages 8 through 19, budgetary comparison information on pages 74 through 83, pension system supplementary information and other post-employment benefit supplementary information on pages 84 through 88, be presented to supplement the basic financial statements. Such information, 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. 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. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The introductory section, combining and individual nonmajor fund financial statements, budgetary schedules, and statistical section, are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and budgetary schedules are the responsibility of management and were 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 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 combining and individual nonmajor fund financial statements and budgetary schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. The Honorable Mayor and Members of the City Council City of Friendswood, Texas 5 Fiscal Year 2020 Annual Report Other Reporting Required By Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated March 22, 2021, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on 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 City’s internal control over financial reporting and compliance and has been issued under separate cover. Houston, Texas March 22, 2021 6 Fiscal Year 2020 Annual Report 7 Fiscal Year 2020 Annual Report MANAGEMENT’S DISCUSSION AND ANALYSIS CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS 8 Fiscal Year 2020 Annual Report As management of the City of Friendswood, Texas (“the City”), we offer readers of the City’s financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30, 2020. Please read this information in conjunction with the basic financial statements that follow this section. Financial Highlights Some of the City’s financial highlights for the fiscal year ending September 30, 2020 include:  The assets and deferred outflows of resources of the City exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $119,028,711.  The City’s total net position increased during the year by $1,701,632. The City’s net pension and total OPEB liabilities were $10.6 million and $1.8 million, respectively. The net pension liability decreased by $3.8 million and the total OPEB liability increased by $228 thousand compared to the prior year.  As of the close of the current fiscal year, the City reported unrestricted net position of $11,002,456.  Program revenues of $23,016,032 reduced the net cost of the City’s functions to be financed from the City’s general revenues to $29,516,915 . Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The basic financial statements are comprised of three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also includes supplementary information intended to furnish additional detail to support the basic financial statements themselves. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 9 Fiscal Year 2020 Annual Report Government-wide Financial Statements The government-wide financial statements report information for the City as a whole. These statements include transactions and balances relating to all assets, including infrastructure capital assets. These statements are designed to provide information about cost of services, operating results, and financial position of the City as an economic entity. The Statement of Net Position and the Statement of Activities, which appear first in the City’s financial statements, report information on the City’s activities that enable the reader to understand the financial condition of the City. These statements are prepared using the accrual basis of accounting, which is similar to the accounting used by most private-sector companies. All of the current year’s revenues and expenses are taken into account even if cash has not yet changed hands. The Statement of Net Position presents information on all of the City’s assets and deferred outflows of resources and liabilities and deferred inflows of resources with the difference reported as net position. Over time, increases or decreases in the net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. Other non-financial factors, such as the City’s property tax base and the condition of the City’s infrastructure, need to be considered in order to assess the overall health of the City. The Statement of Activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows – the accrual method rather than modified accrual that is used in the fund level statements. Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from functions that are intended to recover all or significant portion of their costs through user fees (business-type activities).  Governmental activities – Most of the City’s basic services are reported here including general government (mayor and council, city secretary, city manager, administrative services, human resources, and information technology); public safety (police and fire marshal); engineering (capital projects administration); public works (streets and drainage); community development (building inspection and planning and zoning); parks and recreation (parks, facility operations and community activities) and library. Interest payments on the City’s debt are also reported here. Property tax, sales tax, franchise taxes, municipal court fines and permit fees finance most of the activities.  Business-type activities – Services involving a fee for those services, which include the City’s water and sewer system are reported here. Component Units – activities include activities of the West Ranch Management District and Friendswood Downtown Economic Development Corporation. Fund Financial Statements A fund is a self-balancing set of accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. The City uses two fund types – governmental and proprietary. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 10 Fiscal Year 2020 Annual Report Governmental Funds Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements with the exclusion of internal service fund activity. However, unlike the government-wide financial statements, governmental funds 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 the City’s near-term financing requirements. Because the focus of the 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, the reader may better understand the long-term impact of the government’s near-term financial decisions. Both the governmental fund balance sheet and the governmental statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains thirteen governmental funds. Information is presented separately in the governmental funds balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balance for the General Fund, Debt Service Fund, and Bond Construction Fund, which are considered to be major funds. The other ten funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements found in this report. Proprietary Funds The City maintains two types of proprietary funds: enterprise and internal service funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses an enterprise fund to account for its operation in water distribution and wastewater collection/treatment along with its water and wastewater impact fees, and water construction projects. Management would note that trash collection services are provided by a third-party contract. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses an internal service fund to account for fleet management services. Because these services predominately benefit governmental rather than business-type functions, they have been included within the governmental activities in the government-wide financial statements. Notes to the Financial Statements The notes to the financial statements provide additional information that is essential to a full understanding of the data provided in the government-wide fund financial statements. The notes are the last section of the basic financial statements. Other Information In addition to the basic financial statements and accompanying notes, this report also presents certain Required Supplementary Information (“RSI”). The City adopts an annual appropriated budget for its General Fund. A budgetary comparison schedule has been provided as RSI to demonstrate compliance with this budget. RSI can be found after the notes to the financial statements. The RSI also includes schedules related to the City’s progress in funding its obligation to provide pension and other post-employment benefits to its employees. The combining and individual nonmajor fund financial statements and budgetary schedules that further support the information in the financial statements are presented immediately following the required supplementary information. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 11 Fiscal Year 2020 Annual Report GOVERNMENT-WIDE FINANCIAL ANALYSIS Statement of Net Position As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. For the City, assets and deferred outflows of resources exceed liabilities and deferred inflows of resources by $119,028,711 as of September 30, 2020 in the primary government, which is an increase in the City’s overall financial position compared to the prior year. The largest portion of the City’s net position (85.1%) reflects its investments in capital assets (e.g., land, buildings and improvements, machinery and equipment, infrastructure, water and sewer system, construction in progress and water rights); less any debt outstanding used to acquire those assets. The City uses these capital assets to provide services to citizens; consequently these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other resources, since the assets themselves cannot be used to liquidate these liabilities. The following table reflects the condensed Statement of Net Position. Governmental Activities Business Type Activities Totals 2020 2019 2020 2019 2020 2019 Current and other assets 26,111,095$ 23,878,061$ 33,820,399$ 37,757,920$ 59,931,494$ 61,635,981$ Capital assets 105,843,302 98,039,901 62,204,855 59,766,588 168,048,157 157,806,489 Total assets 131,954,397 121,917,962 96,025,254 97,524,508 227,979,651 219,442,470 Deferred outflows of resources 3,381,110 5,468,313 1,097,676 1,389,888 4,478,786 6,858,201 Total assets and deferred outflows of resources 135,335,507 127,386,275 97,122,930 98,914,396 232,458,437 226,300,671 Long-term liabilities 51,912,775 47,625,985 52,001,595 55,624,449 103,914,370 103,250,434 Other Liabilities 4,971,167 3,092,062 1,895,345 2,101,516 6,866,512 5,193,578 Total Liabilities 56,883,942 50,718,047 53,896,940 57,725,965 110,780,882 108,444,012 Deferred inflows of resources 2,290,897 439,425 357,947 90,155 2,648,844 529,580 Net position: Net investment in capital assets 68,990,597 66,823,023 32,242,803 27,038,046 101,233,400 93,861,069 Restricted 4,606,124 4,003,468 2,186,731 1,982,666 6,792,855 5,986,134 Unrestricted 2,563,947 5,402,312 8,438,509 12,077,564 11,002,456 17,479,876 Total net position 76,160,668$ 76,228,803$ 42,868,043$ 41,098,276$ 119,028,711$ 117,327,079$ A portion of the primary government’s net position, $6,792,855 or 5.7%, represents resources that are subject to external restrictions on how they may be used. These restrictions include monies accounted for in special revenue funds for which the use is legally restricted and capital project funds. The remaining balance of unrestricted net position, $11,002,456 or 9.2%, may be used to meet the City’s ongoing obligations to citizens and creditors. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 12 Fiscal Year 2020 Annual Report The following table provides a summary of the City’s changes in net position. Governmental Activities Business Type Activities Totals 2020 2019 2020 2019 2020 2019 Revenues Program Revenues: Charges for services 2,215,721$ 2,147,633$ 16,638,758$ 13,669,552$ 18,854,479$ 15,817,185$ Operating grants and contributions 3,430,645 1,842,704 22,602 - 3,453,247 1,842,704 Capital grants and contributions 708,306 - - - 708,306 - General Revenues: Property taxes 18,731,549 18,111,247 - - 18,731,549 18,111,247 Sales and alcohol taxes 8,846,359 8,407,249 - - 8,846,359 8,407,249 Franchise taxes 2,142,660 2,054,395 - - 2,142,660 2,054,395 Investment earnings 880,606 526,867 347,518 681,288 1,228,124 1,208,155 Miscellaneous 269,855 351,165 - - 269,855 351,165 Total revenues 37,225,701 33,441,260 17,008,878 14,350,840 54,234,579 47,792,100 Expenses General government 6,119,806 5,912,467 - - 6,119,806 5,912,467 Public safety 15,501,734 15,134,465 - - 15,501,734 15,134,465 Public works 8,840,113 7,897,373 - - 8,840,113 7,897,373 Engineering 434,976 - - - 434,976 - Community development 1,122,506 1,359,878 - - 1,122,506 1,359,878 Parks and recreation 4,439,511 4,839,076 - - 4,439,511 4,839,076 Library services 1,214,130 1,257,970 - - 1,214,130 1,257,970 Water and sewer - - 12,071,159 11,507,880 12,071,159 11,507,880 Interest on long-term debt 1,055,889 923,350 1,733,123 1,579,182 2,789,012 2,502,532 Total Expenses 38,728,665 37,324,579 13,804,282 13,087,062 52,532,947 50,411,641 Increase (decrease) in net position before transfers (1,502,964) (3,883,319) 3,204,596 1,263,778 1,701,632 (2,619,541) Transfers 1,434,829 1,456,690 (1,434,829) (1,456,690) - - Change in net position (68,135) (2,426,629) 1,769,767 (192,912) 1,701,632 (2,619,541) Net position - beginning 76,228,803 78,655,432 41,098,276 41,291,188 117,327,079 119,946,620 Net position - ending 76,160,668$ 76,228,803$ 42,868,043$ 41,098,276$ 119,028,711$ 117,327,079$ Governmental Activities Governmental activities decreased the City’s net position by $68,135. Key elements of this change are as follows:  Property taxes continue to be the City’s largest revenue source. Property tax revenue increased by $620,302 due to increase in taxable values as well as new construction with the City.  Sales and alcohol tax revenue remained strong during fiscal year 2020, providing a 5.22% increase for the year, from $8.4 million to $8.8 million. This increase is primarily a result of new businesses opening during the fiscal year which includes several fast food establishments.  Operating grants and contributions increased $1.6 million from prior year. This increase is primarily a result of the City being awarded $1.9 million in Coronavirus, Aid, Relief and Economic Security Act (CARES Act) funds. This increase is offset by a $0.5 million decrease in Hurricane Harvey funds.  Capital grants and contributions increased $708,306 as a result of the City receiving Hazard Mitigation Grant Program funds in the current year for the acquisition and demolition of flood-prone properties. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 13 Fiscal Year 2020 Annual Report  Total expenses increased $1.4 million from the prior year. The largest increase was in Public Works expenses of $0.9 million related to capital asset improvements. Public Safety expenses increased $0.4 million as a result of expenses incurred due to the COVID-19 pandemic. Also, in the current year, an Engineering department was established to handle the administration of capital projects which accounted for an increase of approximately $0.4 million in expenses. These increases were offset by a decrease in Parks and Recreation expenses of $0.4 million due to the cancellation of events and programs due to the COVID-19 pandemic. Charges  for  services 6% Operating grants  and  contributions 9% Capital  grants and  contributions 2% Property taxes 50% Sales and  alcohol  taxes 24% Franchise taxes 6% Investment  earnings 2% Miscellaneous 1% Governmental Activities  ‐Revenues General  government 16% Public safety 40% Public works 23% Engineering 1% Community  development 3% Parks  and  recreation 11% Library services 3% Interest on long‐ term debt 3% Governmental Activities  ‐Expenses CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 14 Fiscal Year 2020 Annual Report Business-Type Activities Business-type activities increased the City’s net position by $1,769,767. Key elements of this change are as follows:  Revenues increased by $2.7 million or 18.5% resulting from an increase in utility rates. Expenses increased $0.7 million or 5.5% due to the additional amounts paid to the City of Houston for true up costs related to the capital improvements at the Southeast Water Purification Plant. FINANCIAL ANALYSIS OF THE CITY’S FUNDS As noted earlier, fund accounting is used to demonstrate and ensure compliance with finance-related legal requirements. Governmental Funds The focus of the City’s governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In particular, unassigned fund balance may serve as a useful measure of the City’s net resources available for spending at the end of the year. At the end of the current fiscal year, the City’s governmental funds reported combined ending fund balance of $19,813,534. Approximately 58.28% of this amount or $11,547,316 is unassigned fund balance; however, $6.9 million is set aside for the 90-day operating reserve, as set forth in the City’s financial policies.  ‐  2,000,000  4,000,000  6,000,000  8,000,000  10,000,000  12,000,000  14,000,000  16,000,000  18,000,000 2020 2019 Operating Revenues Operating Expenses CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 15 Fiscal Year 2020 Annual Report The remaining $8,266,218 is nonspendable, restricted, or assigned as follows: 1.35% - Nonspendable Prepaid items 172,721$ Notes receivable 83,075 Permanent fund 11,070 Total Nonspendable 266,866$ 27.29% - Restricted Public education and government channels 650,424$ Debt service 31,909 Municipal court operations 235,123 Public safety operations 962,163 Capital projects 3,527,988 Total Restricted 5,407,607$ 13.08% - Assigned Purchases on order 417,134$ Capital projects 2,174,611 Total Assigned 2,591,745$ The General Fund is the chief operating fund of the City. At the end of the current fiscal year, total fund balance reached $16.9 million of which unassigned fund balance of the General Fund was $13.4 million. As a measure of the General Fund’s liquidity, it may be useful to compare both unassigned and total fund balance to total fund expenditures. Unassigned fund balance represents 44.6% of total General Fund expenditures, while total fund balance represents 56.2% percent of that same amount. At year end, the City’s operating reserve was $6.9 million, representing 25% of total General Fund expenditures, excluding capital expenditures. Key differences between last year’s General Fund activity and this year’s include:  $2.4 million increase in total revenues – This increase is primarily related to $1.9 million in CARES Act funds received in the current year. In addition, property tax revenue increased $0.8 million due to increased property tax values and new construction in the City and a $0.4 million increase in sales tax revenue due to new businesses opening within the City.  $0.5 million increase in total expenditures – Most of the fluctuations between the current year and prior year can be attributed to the COVID-19 pandemic. Public Safety expenditures increased $0.8 million primarily due to expenditures incurred in order to respond to the public health emergency. However, Parks and Recreation expenditures decreased $0.4 million as a result of programs and events being cancelled due to the virus. The Debt Service Fund had a total fund balance of $31,909 at the end of the fiscal year, all of which is restricted for the payment of debt service. The net decrease in fund balance during the year was $25,100. The fund balance of the Bond Construction Fund was $2,881,036, an increase of $602,374 compared to the prior year. The increase was a result of the issuance of debt for capital projects, offset by the costs incurred on those projects during the fiscal year. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 16 Fiscal Year 2020 Annual Report Other non-major governmental funds fund balance decreased by $3.2 million. This decrease is primarily a result of a decrease of $2.2 million in the Street Improvement fund and $1.7 million of expenditures that are pending grant approval as of September 30, 2020. These decreases are offset by an increase of $0.8 million in the Fire/EMS Donation Fund. In 2020, the Friendswood Volunteer Fire Department returned to the City $500,000 from previous years’ donations so that the City could maintain its Capital Asset Replacement Plan going forward. Proprietary Funds The City’s proprietary funds financial statements provide the same type of information found in the government- wide financial statements, but in more detail. At the end of the year, unrestricted net position was $8.4 million for the Water and Sewer Fund. The total increase in the net position of the Water and Sewer Fund was $1,769,767. Other factors concerning the finances of this fund have already been addressed in the discussion of the City’s business-type activities. Unrestricted net position of the Internal Service Fund was $923,812. The net position of the Internal Service Fund increased by $451,674 resulting from lease revenue from the City’s participating funds. General Fund Budgetary Highlights The City made revisions to the original appropriations approved by the City Council. Budgeted revenues increased by $59,455 or 0.21% and expenditures were increased by $3,259,639 or 10.82%. Total revenues were above budget by $1,915,889. The more significant variances are detailed below:  $607,963 below budget in property taxes due to the impact of tax year 2019 protest and freeze ceiling property value.  $443,352 above budget in sales and alcohol taxes due to the opening of new businesses during the fiscal year which included several fast food establishments.  $237,119 below budget in permits and fees as a result of a decrease in residential growth.  $2,377,534 above budget in intergovernmental revenue primarily as a result of federal funds received from the CARES Act and from FEMA for Hurricane Harvey. Total expenditures of the General Fund were $3,372,650 below the final expenditure budget. The more significant variances are detailed below:  $538,328 below budget in general government expenditures as a result of a decrease in other services and charges (legal, contract, consulting, etc.)  $252,124 below budget in public safety as a result of decreased personnel expenditures.  $239,835 below budget in public works due to personnel vacancies and a decrease in streets and drainage repairs and maintenance.  $668,191 below budget in parks and recreation due to the cancellation of programs and events (i.e. July 4th celebration and summer day camp program) due to the COVID-19 pandemic, and a decrease in personnel costs in park operations and a decrease in other services and charges in facility operations.  $1,492,341 below budget in capital improvements due to projects either not being started or completed in the current fiscal year. These projects are primarily related to streets. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 17 Fiscal Year 2020 Annual Report Capital Assets The City’s investment in capital assets (net of accumulated depreciation) for its governmental and business-type activities as of September 30, 2020 is $168.0 million. The investment in capital assets include land, buildings and improvements, machinery and equipment, infrastructure, water and sewer system, water rights and construction in progress. Major capital events during the year included the following:  Business-type improvements include the Blackhawk Wastewater Treatment Plant 3rd Clarifier, Water Distribution Line on Beamer Road, Portable Generators, and a Load Bank. The total cost of these projects was $6.16 million. Of this amount, $6.2 million was costs incurred in prior years and was reclassified in the current fiscal year to water and sewer improvements.  The City purchased six buyout properties using grant funding. The total cost of these properties was $2.59 million.  Heavy equipment purchases included: Spartan fire truck, sewer vacuum truck, street sweeper, two new EMS ambulances, and a skid steer track loader. The total cost of these assets was $1.64 million.  San Joaquin Bridge was rehabilitated and the driveway at the Animal Control building was reconstructed. The total cost for both projects was $301,822.  Technology additions and improvements included conference room upgrades, council chamber upgrades, weather & flood gauges, toughbooks, a plotter, and other various digital improvements throughout City facilities. The total cost for these projects was approximately $505,917.  The City purchased 15 new vehicles and 1 new trailer. Public Safety received 14 of the new vehicles for a total cost of $440,425. Community Development purchased a new vehicle with a cost of $24,786. The Public Works department purchased the trailer for a total cost of $6,525.  The Public Safety department also gained a new K-9 officer named Rick. The cost for the service animal was $14,500.  City Parks received improvements of a Boat Ramp at 1776 Park and a new Gate and Fence at Old City Park. The total for these projects was $50,000.  The following major projects are in Construction in Progress at the end of fiscal year 2020: Blackhawk Boulevard Phase II, Monument Sign at the Dog Park, Imperial Estates Inline Detention Pond, Friendswood Lakes Boulevard, a Fiber Optic connection project, the relocation of the Disc Golf Course, Lift Station #23 Replacement, 42” Southeast Transmission Water Line, Lift Station Mitigation Program, and a Sanitary Sewer Assessment – Phase V & VI. 2020 2019 2020 2019 2020 2019 Land 28,344,769$ 25,759,306$ 319,473$ 319,473$ 28,664,242$ 26,078,779$ Buildings and improvements 21,644,179 23,351,127 358,363 378,120 22,002,542 23,729,247 Machinery and equipment 6,503,500 4,884,383 2,600,356 2,686,808 9,103,856 7,571,191 Infrastructure 38,014,849 40,295,186 34,251,770 29,883,125 72,266,619 70,178,311 Water rights - - 19,716,695 19,716,695 19,716,695 19,716,695 Construction in progress 11,336,005 3,749,899 4,958,198 6,782,367 16,294,203 10,532,266 105,843,302$ 98,039,901$ 62,204,855$ 59,766,588$ 168,048,157$ 157,806,489$ Governmental Activities Business-type Activities Totals More detailed information on the City’s capital assets is presented in Note 4 to the financial statements. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 18 Fiscal Year 2020 Annual Report Debt Administration At the end of the current fiscal year, the City had a total bonded debt, premiums and capital lease obligation of $90.6 million. 2020 2019 2020 2019 2020 2019 General obligation bonds 35,390,000$ 29,730,000$ 22,380,000$ 24,440,000$ 57,770,000$ 54,170,000$ Revenue bonds - - 24,325,000 25,230,000 24,325,000 25,230,000 Premium on bond issuance 2,668,822 2,293,508 3,920,243 4,215,083 6,589,065 6,508,591 Capital leases 1,861,762 436,620 - - 1,861,762 436,620 39,920,584$ 32,460,128$ 50,625,243$ 53,885,083$ 90,545,827$ 86,345,211$ Governmental Activities Business-type Activities Totals The City’s General Obligation and Revenue Bonds bond ratings are listed below: Standard & Poor's General Obligation Bonds AA+ Revenues Bonds AA- More detailed information about the City’s outstanding debt can be found in Note 5 to the financial statements. Economic Factors and Next Year’s Budgets and Rates Friendswood continues to experience moderate growth. The City’s current population is estimated to be 41,637. Friendswood is expected to reach build out with an estimated population of 58,012. The City is continuing to focus on economic development initiatives, including the revitalization of downtown and a large residential and commercial development called West Ranch. The West ranch residential development is currently under way, with commercial construction scheduled to follow as the area’s residential population grows. The City’s largest single source of revenue in the General Fund continues to be ad valorem taxes. The City’s 2020- 2021 budget was adopted with revenues and expenditures based on a tax rate of $0.497314 per $100 taxable value. However, the City Council voted to approve a rate of $0.487314 per $100 taxable value and the budget was subsequently amended. This rate consists of a maintenance and operation (M&O) tax rate of $0.3921 and an interest and sinking (debt service) tax rate of $0.0952. The rate was set based on a net assessed value of $3,918,863,732. This is an increase of $246,671,741 from certified taxable values for tax year 2019. The City’s financial management policy sets the guideline to maintain the fund balance and net position of the various operating funds at levels sufficient to protect the City’s creditworthiness as well as its financial position from unforeseeable emergencies. The City second largest source of revenue in the General Fund is sales tax. The City anticipates an increase in this revenue stream from the prior year and has adjusted the budget from $6,597,532 to $7,261,012. The franchise fees budget decreased from $2,155,318 to $2,101,190 and the budget for license and permits has been increased from $857,216 to $874,049. If all projections are accurate, the total General Fund unassigned fund balance net of the 90- day operating requirement ($6.9 million) is estimated to be approximately $6.0 million at September 30, 2021. Water revenues are budgeted at $8,227,489 which is a decrease of $843,394 in revenues, or 9.30 percent. Sewer revenues are budgeted at $7,499,460 which is an increase of $962,707 or 14.73 percent. Water and Sewer Fund working capital, net of the 90-day operating requirement ($2.5 million) is projected to be ($0.8) million at the end of fiscal year 2021. CITY OF FRIENDSWOOD, TEXAS MANAGEMENT’S DISCUSSION AND ANALYSIS (continued) 19 Fiscal Year 2020 Annual Report Pursuant to the City’s financial management policy, funds in excess of the 90-day operating reserve are designated for future capital improvements. Requests for Information The financial report is designed to provide our citizens, customers, investors, and creditors with a general overview of the City’s finance and to show the City’s accountability for the money it receives. If you have questions about this report or need additional information, contact Administrative Services, P.O. Box 1288, Friendswood, Texas 77549-1288, or call Katina Hampton at 281-996-3221, or email khampton@friendswood.com. Separately issued financial statements for the West Ranch Management District can be obtained by writing to: West Ranch Management District, a Component Unity of the City of Friendswood, c/o Allen Boone Humphries LLP, 3200 Southwest Freeway, Suite 2600, Houston, Texas 77027. 20 Fiscal Year 2020 Annual Report 21 Fiscal Year 2020 Annual Report BASIC FINANCIAL STATEMENTS 22 Fiscal Year 2020 Annual Report See notes to the financial statements. 23 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS STATEMENT OF NET POSITION September 30, 2020 Governmental Activities Business-type Activities Total West Ranch Management District Friendswood Downtown EDC Assets Cash and cash equivalents 2,697,965$ 1,374,577$ 4,072,542$ 1,642,649$ 214,172$ Investments 18,180,353 8,351,538 26,531,891 3,052,345 1,302,053 Receivables, net of allowances Taxes 2,445,410 - 2,445,410 17,996 102,244 Customer accounts 394,723 3,561,441 3,956,164 - - Other 336,935 - 336,935 - - Accrued interest 35,172 17,591 52,763 19 2,320 Due from other governments 1,847,816 - 1,847,816 - - Prepaid items 172,721 52,573 225,294 309 - Working capital deposit - 514,784 514,784 - - Restricted cash equivalents - 19,947,895 19,947,895 - - Capital Assets: Non-depreciable 39,680,775 24,994,366 64,675,141 7,758,982 - Depreciable, net 66,162,527 37,210,489 103,373,016 377,675 - Total Capital Assets 105,843,302 62,204,855 168,048,157 8,136,657 - Total Assets 131,954,397 96,025,254 227,979,651 12,849,975 1,620,789 Deferred Outflows of Resources Deferred loss on issuance of refunding bonds 261,845 715,296 977,141 314,908 - Deferred outflow of resources for pensions 2,856,333 350,148 3,206,481 - - Deferred outflow of resources for OPEB 262,932 32,232 295,164 - - Total Deferred Outflows of Resources 3,381,110 1,097,676 4,478,786 314,908 - Total Assets and Deferred Outflows of Resources 135,335,507 97,122,930 232,458,437 13,164,883 1,620,789 Liabilities Accounts payable 3,516,915 780,270 4,297,185 33,102 - Accrued liabilities 911,606 82,017 993,623 - - Retainage payable 290,164 66,898 357,062 - - Accrued interest 99,152 158,221 257,373 221,455 - Unearned revenue - 264,473 264,473 - - Customer deposits - 543,466 543,466 - - Due to other governments 153,330 - 153,330 - - Noncurrent liabilities: Due within one year 2,726,220 3,037,153 5,763,373 850,000 - Due in more than one year 38,046,953 47,698,857 85,745,810 21,948,405 - Net pension liability 9,552,759 1,027,757 10,580,516 - - Total OPEB liability 1,586,843 237,828 1,824,671 - - Total Liabilities 56,883,942 53,896,940 110,780,882 23,052,962 - Deferred Inflows of Resources Deferred gain on issuance of refunding bonds 64,401 33,356 97,757 - - Deferred Inflows of resources for pensions 1,998,994 297,136 2,296,130 - - Deferred Inflows of resources for OPEB 227,502 27,455 254,957 - - Total Deferred Inflows of Resources 2,290,897 357,947 2,648,844 - - Net Position Net investment in capital assets 68,990,597 32,242,803 101,233,400 2,566,694 - Restricted for: Public education and government channels 650,424 - 650,424 - - Debt service - 2,066,530 2,066,530 2,003,813 - Municipal court operations 235,123 - 235,123 - - Economic development - - - - 1,620,789 Public safety 962,163 - 962,163 - - Community development - nonexpendable 11,070 - 11,070 - - Capital projects 2,747,344 120,201 2,867,545 53,969 - Unrestricted 2,563,947 8,438,509 11,002,456 (14,512,555) - Total Net Position 76,160,668$ 42,868,043$ 119,028,711$ (9,888,079)$ 1,620,789$ Primary Government Component Units See notes to the financial statements. 24 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 1 of 2 STATEMENT OF ACTIVITIES For the Year Ended September 30, 2020 Functions/Programs Expenses Charges for Services Operating Grants and Contributions Capital Grants and Contributions Primary government Governmental Activities: General government 6,119,806$ 930,686$ 16,000$ -$ Public safety 15,501,734 871,714 3,398,685 30,487 Public works 8,840,113 222,337 - 677,819 Engineering 434,976 - - - Community development 1,122,506 9,275 - - Parks and recreation 4,439,511 181,709 15,960 - Library services 1,214,130 - - - Interest on long-term debt 1,055,889 - - - Total Governmental Activities 38,728,665 2,215,721 3,430,645 708,306 Business-type Activities: Water and sewer 13,804,282 16,638,758 22,602 - Total Business-type Activities 13,804,282 16,638,758 22,602 - Total Primary Government 52,532,947 18,854,479 3,453,247 708,306 Component Units West Ranch Management District 1,668,164 - - - Friendswood Downtown EDC 19,780 - - - Total Component Units 1,687,944$ -$ -$ -$ Program Revenues See notes to the financial statements. 25 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 2 of 2 STATEMENT OF ACTIVITIES For the Year Ended September 30, 2020 Net (Expense) Revenue and Changes in Net Position Functions/Programs Governmental Activities Business- type Activities Total West Ranch Management District Friendswood Downtown EDC Primary government Governmental Activities: General government (5,173,120)$ -$ (5,173,120)$ -$ -$ Public safety (11,200,848) - (11,200,848) - - Public works (7,939,957) - (7,939,957) - - Engineering (434,976) - (434,976) - - Community development (1,113,231) - (1,113,231) - - Parks and recreation (4,241,842) - (4,241,842) - - Library services (1,214,130) - (1,214,130) - - Interest on long-term debt (1,055,889) - (1,055,889) - - Total Governmental Activities (32,373,993) - (32,373,993) - - Business-type Activities: Water and sewer - 2,857,078 2,857,078 - - Total Business-type Activities - 2,857,078 2,857,078 - - Total Primary Government (32,373,993) 2,857,078 (29,516,915) - - Component Units West Ranch Management District (1,668,164) - Friendswood Downtown EDC - (19,780) Total Component Units (1,668,164) (19,780) General revenues: Taxes: Property taxes 18,731,549 - 18,731,549 2,637,632 - Franchise and other taxes 2,142,660 - 2,142,660 - - Sales taxes 8,846,359 - 8,846,359 - 583,075 Interest 880,606 347,518 1,228,124 35,613 - Gain on disposal of capital assets - - - - 13,679 Miscellaneous 269,855 - 269,855 - - Transfers 1,434,829 (1,434,829) - - - Total general revenues and transfers 32,305,858 (1,087,311) 31,218,547 2,673,245 596,754 Change in net position (68,135) 1,769,767 1,701,632 1,005,081 576,974 Net Position - beginning 76,228,803 41,098,276 117,327,079 (10,893,160) 1,043,815 Net Position - ending 76,160,668$ 42,868,043$ 119,028,711$ (9,888,079)$ 1,620,789$ Primary Government Component Units See notes to the financial statements. 26 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS BALANCE SHEET September 30, 2020 General Fund Debt Service Fund Bond Construction Total Nonmajor Governmental Funds Total Governmental Funds Assets Cash and cash equivalents 1,997,862$ 4,046$ 42,377$ 523,381$ 2,567,666$ Investments 10,840,098 24,598 3,344,981 3,178,522 17,388,199 Receivables, net of allowance: Taxes receivables 2,088,159 50,519 - 306,732 2,445,410 Customer accounts 392,170 - - 2,553 394,723 Other receivables 333,362 - - 3,573 336,935 Accrued interest 26,953 1,012 - 5,848 33,813 Due from other funds 2,629,589 - - - 2,629,589 Due from other governments 1,629,596 - - - 1,629,596 Prepaid items 172,721 - - 218,220 390,941 Total Assets 20,110,510$ 80,175$ 3,387,358$ 4,238,829$ 27,816,872$ Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable 1,909,085$ -$ 95,378$ 1,697,702$ 3,702,165$ Accrued liabilities 720,916 - - - 720,916 Due to other governments 153,330 - - - 153,330 Customer deposits 5,440 - - - 5,440 Retainage payable - - 110,944 179,220 290,164 Due to other funds - - 300,000 2,329,589 2,629,589 Total Liabilities 2,788,771 - 506,322 4,206,511 7,501,604 Deferred Inflows of Resources: Unavailable revenue 449,715 48,266 - 3,753 501,734 Total Deferred Inflows of resources 449,715 48,266 - 3,753 501,734 Fund Balances: Nonspendable: Prepaid items 172,721 - - - 172,721 Notes receivable 83,075 - - - 83,075 Permanent fund - - - 11,070 11,070 Restricted: Public education and government channels 650,424 - - - 650,424 Municipal court operations - - - 235,123 235,123 Debt service - 31,909 - - 31,909 Public safety - - - 962,163 962,163 Capital projects - - 2,881,036 646,952 3,527,988 Assigned: Purchases on order 417,134 - - - 417,134 Capital projects 2,174,611 - - - 2,174,611 Unassigned 13,374,059 - - (1,826,743) 11,547,316 Total Fund Balances 16,872,024 31,909 2,881,036 28,565 19,813,534 Total Liabilities, Deferred Inflows of Resources, and Fund Balances 20,110,510$ 80,175$ 3,387,358$ 4,238,829$ 27,816,872$ See notes to the financial statements.27 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET POSITION September 30, 2020 Total fund balance, governmental funds 19,813,534$ Amounts reported for governmental activities in the Statement of Net Position are different because: Capital assets used in governmental activities are not current financial resources and therefore are not reported in the fund financial statement, but are reported in the governmental activities of the Statement of Net Position.104,426,437 The assets and liabilities of certain internal service funds are not included in the fund financial statement, but are included in the governmental activities of the Statement of Net Position. 2,340,677 Some liabilities are not due and payable in the current period and are not included in the fund financial statement, but are included in the governmental activities of the Statement of Net Position. Bonds and certificates of obligation payable (35,390,000) Capital leases payable (1,861,762) Compensated absences (852,589) Accrued interest payable (99,152) Unamortized premium on bonds (2,668,822) Unavailable revenues in the governmental fund statements is recognized as revenue in the government-wide financial statements.501,734 Deferred gain on refunding (64,401) Deferred loss on refunding 261,845 Certain other long-term assets and liabilities are not available to pay current period expenditures and therefore are not reported in this fund financial statement, but are reported in the governmental activities of the Statement of Net Position. (9,552,759) Net pension liability Total OPEB liability (1,586,843) Deferred outflows and inflows of resources related to the net pension liability 857,339 Deferred outflows and inflows of resources related to the total OPEB liability 35,430 Net Position of Governmental Activities in the Statement of Net Position 76,160,668$ See notes to the financial statements. 28 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For the Year Ended September 30, 2020 General Fund Debt Service Fund Bond Construction Total Nonmajor Governmental Funds Total Governmental Funds Revenues Property taxes 15,518,951$ 3,204,801$ -$ -$ 18,723,752$ Sales taxes 7,097,134 - - 1,749,225 8,846,359 Franchise fees and other 2,142,660 - - - 2,142,660 Fines and forfeitures 690,913 - - 89,804 780,717 Permits and fees 1,426,880 - - 77,675 1,504,555 Intergovernmental 2,983,424 - - 845,474 3,828,898 Investment earnings 197,606 9,293 23,567 43,939 274,405 Donations 59,473 - - 215,472 274,945 Miscellaneous 112,876 - 8,397 598,448 719,721 Total Revenues 30,229,917 3,214,094 31,964 3,620,037 37,096,012 Expenditures Current: General government 5,649,705 - - 40,723 5,690,428 Public safet y 14,154,341 - - 152,523 14,306,864 Public works 1,923,729 - 63,135 4,034,449 6,021,313 Engineering 434,976 - - - 434,976 Community development 1,139,566 - - - 1,139,566 Parks and recreation 3,426,521 - - - 3,426,521 Library services 1,182,289 - - - 1,182,289 Debt service: Principal - 2,221,257 - - 2,221,257 Interest and other charges - 1,146,520 139,287 - 1,285,807 Capital outlay 2,094,024 - 7,313,288 3,458,163 12,865,475 Total Expenditures 30,005,151 3,367,777 7,515,710 7,685,858 48,574,496 Excess (deficiency) of revenues over (under) expenditures 224,766 (153,683) (7,483,746) (4,065,821) (11,478,484) Other Financing Sources (Uses) Issuance of refunding bonds - 2,065,000 - - 2,065,000 Issuance of capital-related debt - - 7,795,000 - 7,795,000 Issuance of capital leases 1,019,000 - - 772,015 1,791,015 Premium on bond issuance - 343,348 410,492 - 753,840 Insurance recoveries 8,548 - - - 8,548 Transfers in 1,461,704 119,372 - 3,909 1,584,985 Transfers out (77,051) (26,875) (119,372) - (223,298) Sale of capital assets 11,568 - - 61,000 72,568 Payments to refunding bond escrow agent - (2,372,262) - - (2,372,262) Total Other Financing Sources (Uses)2,423,769 128,583 8,086,120 836,924 11,475,396 Net change in fund balances 2,648,535 (25,100) 602,374 (3,228,897) (3,088) Fund balances - beginning 14,223,489 57,009 2,278,662 3,257,462 19,816,622 Fund balances - ending 16,872,024$ 31,909$ 2,881,036$ 28,565$ 19,813,534$ See notes to the financial statements. 29 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For the Year Ended September 30, 2020 Net change in fund balances - total governmental funds: (3,088)$ Amounts reported for Governmental Activities in the Statement of Activities are different because: Governmental funds report outlays for capital assets as expenditures because such outlays use current financial resources. In contrast, the Statement of Activities reports only a portion of the outlay as expense. The outlay is allocated over the assets' estimated useful lives as depreciation expense for the period. Capital outlay 12,991,038 Depreciation expense (5,148,290) Governmental funds only report the proceeds from the disposal of capital assets and not the difference between the carrying value and the accumulated depreciation of the asset. This is the amount by which the carrying value exceeded the accumulated depreciation. (8,904) Governmental funds do not present revenues that are not available to pay current obligations. In contrast, such revenues are reported in the Statement of Activities when earned. Unavailable property tax revenue and other revenues (2,660) Governmental funds report proceeds from long-term debt as current financial resources. In contrast, the Statement of Activities treats such issuance of debt as a liability. Governmental funds report repayment of long-term debt principal as an expenditure, In contrast, the Statement of Activities treats such repayments as a reduction in long-term liabilities. Debt service principal 2,221,257 Payments to escrow agent for payment of refunded bonds 2,372,262 Proceeds from issuance of long-term debt (9,860,000) Proceeds from capital leases (1,791,015) Premium from issuance of long-term debt (753,840) Contributions are treated as expenditures in the fund based financial statements, but are treated as reductions in the City's net pension/OBEB liability in the statement of net position. This amount is the difference between contributions and net pension/OPEB expense (revenue) for the current fiscal year. Pension (539,266) OPEB (67,360) Some expenses reported in the statement of activities do not require the use of current financial resources and these are not reported as expenditures in governmental funds: (Increase) decrease in accrued interest (14,436) (Increase) decrease in compensated absences (51,857) Amortization of deferred loss on refunding (37,832) Amortization of premium on bonds 282,570 Internal service fund is used by management to charge the cost of fleet management to individual funds. The change in net position of the internal service fund is included in the governmental activities in the statement of activities.343,286 Change in net position of governmental activities (68,135)$ See notes to the financial statements. 30 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 1 of 2 STATEMENT OF NET POSITION PROPRIETARY FUNDS September 30, 2020 Business-Type Activities Enterprise Fund Governmental Activities Water and Sewer Internal Service Assets Current assets Cash and cash equivalents 1,374,577$ 130,299$ Investments 8,351,538 792,154 Accounts receivable, net of allowance: Customer accounts 3,561,441 - Accrued interest 17,591 1,359 Prepaids and other assets 52,573 - Restricted cash equivalents 19,947,895 - Total current assets 33,305,615 923,812 Non-current assets Working capital deposit 514,784 - Capital assets: Land 319,473 - Construction in progress 4,958,198 - Water rights 19,716,695 - Buildings and improvements 683,906 - Machinery and equipment 7,494,793 3,759,565 Water and sewer systems 69,779,545 - Accumulated depreciation (40,747,755) (2,342,700) Total capital assets 62,204,855 1,416,865 Total non-current assets 62,719,639 1,416,865 Total Assets 96,025,254 2,340,677 Deferred Outflows of Resources Deferred outflows - pension related 350,148 - Deferred outflows - OPEB related 32,232 - Deferred loss on bond refunding 715,296 - Total Deferred Outflows of Resources 1,097,676 - Total Assets and Deferred Outflows of Resources 97,122,930 2,340,677 See notes to the financial statements. 31 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 2 of 2 STATEMENT OF NET POSITION PROPRIETARY FUNDS September 30, 2020 Business-Type Activities Enterprise Fund Governmental Activities Water and Sewer Internal Service Liabilities Current Liabilities Accounts payable 780,270$ -$ Accrued liabilities 82,017 - Accrued interest 158,221 - Unearned revenue 264,473 - Customer deposits 543,466 - Retainage payable 66,898 - Compensated absences 22,153 - Bonds and other long-term debt payable 3,015,000 - Total Current Liabilities 4,932,498 - Non-current Liabilities Compensated absences 88,614 - Net Pension liability 1,027,757 - Total OPEB liability 237,828 - Bonds and other long-term debt payable 47,610,243 - Total Non-current Liabilities 48,964,442 - Total Liabilities 53,896,940 - Deferred Inflows of Resources Deferred gain on issuance of refunding bonds 33,356 - Deferred inflows - pension related 297,136 - Deferred inflows of resources for OPEB 27,455 - Total Deferred Inflows of Resources 357,947 - Total Liabilities and Deferred Inflows of Resources 54,254,887 - Net Position Net investment in capital assets 32,242,803 1,416,865 Restricted for capital projects 120,201 - Restricted for debt service 2,066,530 - Unrestricted 8,438,509 923,812 Total Net Position 42,868,043$ 2,340,677$ See notes to the financial statements. 32 Fiscal Year 2020 Annual Report See notes to the financial statements. 33 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION PROPRIETARY FUNDS For the Year Ended September 30, 2020 Business-Type Activities Enterprise Fund Governmental Activities Water and Sewer Internal Service Operating Revenues Charges for services 16,499,400$ 691,404$ Miscellaneous 139,358 166 Total Operating Revenues 16,638,758 691,570 Operating Expenses Personnel services 2,567,275 - Sewer operations 3,230,832 - Water purchases 2,649,339 - Repairs and maintenance 551,503 - Supplies 104,804 - Other services and charges 947,214 - Depreciation 2,016,896 348,284 Total Operating Expenses 12,067,863 348,284 Operating income 4,570,895 343,286 Non-Operating Revenues (Expenses) Intergovernmental 22,602 - Investment income 347,518 7,753 Gain on disposal of capital assets - 27,493 Interest expense (1,736,419) - Total Non-Operating Revenues (Expenses)(1,366,299) 35,246 Income before transfers 3,204,596 378,532 Transfers in 26,875 73,142 Transfers out (1,461,704) - Change in net position 1,769,767 451,674 Net position - beginning 41,098,276 1,889,003 Total Net Position - ending 42,868,043$ 2,340,677$ See notes to the financial statements. 34 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 1 of 2 COMBINING STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For the Year Ended September 30, 2020 Business-Type Activities Enterprise Fund Governmental Activities Water and Sewer Internal Service Cash flows from operating activities Cash received from customers 16,302,758$ -$ Receipts from interfund charges for fleet management - 691,570 Cash payments to suppliers for goods and services (7,537,284) (28,915) Cash payments to employees for services (2,928,706) - Net cash provided (used) by operating activities 5,836,768 662,655 - - Cash flows from noncapital financing activities Transfer in from other funds 26,875 73,142 Transfers out to other funds (1,461,704) - Net cash provided (used) by noncapital financing activities (1,434,829) 73,142 Cash flows from capital and related financing activities Acquisition and construction of property, plant and equipment (4,636,677) (426,950) Disposal of capital assets - 28,598 Proceeds from issuance of bonds 605,000 - Repayment of debt (3,570,000) - Interest paid on debt (1,743,572) - Net cash provided (used) by capital and related financing activities (9,345,249) (398,352) Cash flows from investing activities Purchase of investments 1,089,203 (277,161) Investment income 346,916 7,222 Net cash provided (used) by investing activities 1,436,119 (269,939) Net increase (decrease) in cash and cash equivalents (3,507,191) 67,506 Cash and cash equivalents, beginning 24,829,663 62,793 Cash and cash equivalents, ending 21,322,472$ 130,299$ Reconciliation of Total Cash and cash equivalents Current assets - cash and cash equivalents 1,374,577$ 130,299$ Restricted assets - cash and cash equivalents 19,947,895 - 21,322,472$ 130,299$ See notes to the financial statements. 35 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 2 of 2 COMBINING STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For the Year Ended September 30, 2020 Business-type Activities - Enterprise Funds Governmental Activities Water and Sewer Internal Service Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss)4,570,895$ 343,286$ Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation 2,016,896 348,284 Change in assets, deferred inflows and outflows, and liabilities: Decrease (increase) in customer receivable (616,316) - Decrease (increase) in prepaids and other assets 8,081 - Decrease (increase) in deferred outflow for pensions 216,722 - Decrease (increase) in deferred outflow for OPEB (20,819) Increase (decrease) in accounts payable (291,816) (28,915) Increase (decrease) in accrued liabilities 34,240 - Increase (decrease) in customer deposits 11,075 - Increase (decrease) in deferred inflows for pensions 269,241 - Increase (decrease) in deferred inflows for OPEB 1,583 - Increase (decrease) in total OPEB liability 28,107 - Increase (decrease) in net pension liability (419,869) - Increase (decrease) in compensated absences 28,748 - Total adjustments 1,265,873 319,369 Net cash provided (used) by operating activities 5,836,768$ 662,655$ See notes to the financial statements. 36 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS For the Year Ended September 30, 2020 37 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies The City of Friendswood, Texas (“the City”) was incorporated on October 15, 1960. The City charter provides for a City County-City manager form of government. The Mayor and six Council members are elected from the City at large serving three-year terms. The City Council is the principal legislative body of the City. The City Manager is appointed by a majority vote of the City Council and is responsible to the Council for the administration of all the affairs of the City. The City Manager is responsible for law enforcement, appointment and removal of department directors and employees, supervision and control of all City departments, and preparation of the annual budget. The Mayor resides at meetings of the City Council and can vote. The City provides the following services: public safety, streets, parks and recreation, library, water and sewer, sanitation, planning and zoning, building inspection, code enforcement, and general administrative services. A. Reporting Entity The City is an independent political subdivision of the State of Texas governed by an elected six- member Council and Mayor and is considered a primary government. As required by generally accepted accounting principles, these financial statements have been prepared based on considerations regarding the potential for inclusion of other entities, organizations, or functions as part of the City’s financial reporting entity. Based on these considerations, the West Ranch Management District and Friendswood Downtown Economic Development Corporation have been included in the City’s reporting entity as discretely presented component units. Additionally, as the City is considered a primary government for financial reporting purposes, its activities are not considered a part of any other governmental or other type of reporting entity. Consideration regarding the potential for inclusion of other entities, organizations, or functions in the City’s financial reporting entity is based on criteria prescribed by general accepted accounting principles. These same criteria are evaluated in considering whether the City is a part of any other governmental or other type of reporting entity. The overriding elements associated with prescribed criteria considered in determining that the City’s financial reporting entity status is that of a primary government are that it has a separately elected governing body; it is legally separate; and it is financial independent of other state and local governments. Additional prescribed criteria under generally accepted accounting principles include considerations pertaining to organizations for which the primary government is financially accountable; and considerations pertaining to other organizations for which the nature and significance of the relationship with the primary government are such that exclusion would cause the reporting entity’s financial statements to be misleading or incomplete. The West Ranch Management District (“the District”), a discretely presented component unit, was created under Section 59, Article XVI of the Texas Constitution added by an Act of the 79th Legislature of the State of Texas, effective June 17, 2005, in accordance with the Texas Water Code, Chapter 54. The District operates in accordance with Chapters 3837, Texas Special District Local Laws Code, Chapters 49 and 54 of the Texas Water Code and Chapter 375 of the Texas Local Government Code, and is subject to the continuing supervision of the Texas Commission on Environmental Quality. The District was created to promote and encourage employment and the public welfare within the District. The affairs of the District are managed by a Board of Directors composed of persons appointed by the City Council. The City is financially accountable for the District because City Council must approve any debt issuances. Complete financial statements from the component may be obtained at the District’s administrative office. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 38 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) A. Reporting Entity (continued) The Friendswood Downtown Economic Development Corporation (“FDEDC”) was incorporated August 1, 2016 as a nonprofit economic development corporation under the Development Corporation Act. The citizens of Friendswood voted to pass a one- half cent sales tax dedicated to support and enhance the welfare and prosperity of the citizens of the City and of this State by promotion of economic development and growth by encouraging the development of new business enterprises and the retention or expansion of existing business enterprises. To serve this purpose, the Corporation shall have the authority and power of a Type B corporation to undertake projects as described in Subchapter C of Chapter 501 of the Local Government Code and Chapter 505 of the Local Government Code, including undertaking projects as authorized by law, including but not limited to projects to promote new or expanded business enterprises in the downtown area as defined by the City of Friendswood Downtown District Map, including but not limited to streets, targeted infrastructure, paved sidewalks, pedestrian amenities including lighting, benches, signage, and other related public improvements, and the maintenance and operations expenses for any of the above-described projects. A separate governing board oversees FDEDC, which is appointed by Friendswood City Council, and consists of members of City Council, City’s management, and individuals from the community. The City can remove appointed board members and approves the FDEDC’s budget. The FDEDC is reported as a discretely presented component unit because the governing body is not identical to the governing body of the City, the FDEDC does not solely serve the City, and the City has the ability to impose its will on FDEDC. Complete financial statements of the FDEDC may be obtained by contacting FDEDC’s administration office. B. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all activities of the primary government and its component unit. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenue, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. Likewise, the primary governmental is reported separately from certain legally separate component units for which the primary government is financial accountable. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenue. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenue includes 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 operations or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenue are reported instead as general revenue. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 39 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) C. Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considered revenue to be available if collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgements, are recorded only when payment is due. Property taxes, franchise taxes, sales taxes, and interest associated with the current fiscal period are all considered to be susceptible to accrual and, accordingly, have been recognized as revenue of the current fiscal period. All of revenue items are considered to be measurable and available only when cash is received by the City. The City reports the following major governmental funds: The General Fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The Debt Service Fund is used to account for the accumulation of resources for the payment of general long-term debt principal, interest and related costs. The Bond Construction Fund is used to account for the construction of public facilities, and park, street and drainage improvements that are funded by the proceeds from Permanent Improvement Bonds. Other governmental funds is a summarization of all the non-major governmental funds. The City reports the following major enterprise fund: The Water and Sewer Fund is used to account for the activities of the City’s water and wastewater operations. Additionally, the City reports the following fund type: The Internal Service Fund is used to account for fleet management services provided to other departments of the City on a cost reimbursement basis. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are charges between the City’s water and sewer function and various other functions of the government. Elimination of these charges would distort the direct costs and program revenue reported for the various functions concerned. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the Water and Sewer enterprise fund and of the City’s internal service fund are charges to customers for sales and services. Operating expenses for the enterprise fund and internal service fund include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenue and expenses not meeting this definition are reported as nonoperating revenue and expenses. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 40 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) D. Assets, Liabilities, Deferred Outflows/Inflows and Net Position/Fund Balance Cash and Investments Cash and investments include cash on hand, deposits with financial institutions, short-term investments in a state- managed public funds investment pool account (TexPool), and a privately managed public funds investment pool (Texas Class). Other investments consist mainly of U.S. government treasury bills, treasury notes and other U.S. government obligations. Restricted cash and investments are assets restricted for specific use. Restricted includes cash deposits with financial institutions and investment pools. The City maintains a pooled cash and investments account for all funds of the City. Each fund’s positive equity in the pooled cash account is presented as “cash and investments” in the financial statements. Negative equity balances are reclassified and are reflected as interfund accounts payable. Interest income and interest expense are allocated monthly to each respective individual fund based on their representative fund balances. The City’s 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 the date of acquisition. Investments for the City are reported at fair value, except for the position in investment pools. The City’s investment in pools are reported at the net asset value per share (which approximates fair value) even though it is calculated using the amortized cost method. TexPool and Texas Class have a redemption notice period of one day and may redeem daily. The investment pool’s authority may only impose restrictions on redemptions in the event of a general suspension of trading on major securities markets, general banking moratorium or national state of emergency that affects the pool’s liquidity. Property Taxes All trade and property tax receivables are shown net of an allowance for uncollectible accounts. Management estimates an allowance for trade accounts receivable based on past experience, historical losses, and other pertinent factors. The City’s property taxes are levied annually in October on the basis of the Appraisal District’s assessed values as of January 1 of that calendar year. Appraised values are established by the Appraisal District at market value and assessed at 100% of appraised value less exemptions. The City’s property taxes are billed and collected by Galveston County. Such taxes are applicable to the fiscal year in which they are levied and become delinquent with an enforceable lien on property on February 1 of the subsequent calendar year. Property taxes are prorated between operations and debt service based on rates adopted for the year of the levy. For the current year, the City levied property taxes of $0.521439 per $100 of assessed valuation that were prorated between operations and debt service in the amounts of $0.432160 and $0.089279, respectively. The resulting tax levies were approximately $15.4 and $3.2 million for operations and debt service, respectively, based on a total taxable valuation of approximately $3.6 billion for the 2019 tax year. West Ranch Management District bond resolutions require that the District levy and collect an ad valorem debt service tax sufficient to pay interest and principal on bonds when due. During the year ended July 31, 2020, the District levied an ad valorem tax at the rate of $0.4500 per $100 of assessed valuation, which resulted in tax levy of $2.6 million on the taxable valuation of approximately $580.2 million for the 2019 tax year. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 41 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) D. Assets, Liabilities, Deferred Outflows/Inflows and Net Position/Fund Balance (continued) Interfund Receivables/Payables Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either “due to/from other funds” (i.e., the current portion of interfund loans”). All other outstanding balances between funds are reported as “due to/from other funds.” Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” Prepaid Items Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. The City applies the consumption method in accounting for prepaid items in the governmental funds. Restricted Assets Certain proceeds of the City’s enterprise fund revenue bonds, as well as certain resources set aside for their repayment, are classified as restricted assets on the balance sheet because their use is limited by applicable bond covenants. Contract with West Ranch Management District The District approved a contract with the City effective August 15, 2005, as amended. Under the terms of the contract, the District is to pay for construction of water distribution, sanitary sewer, drainage, transportation, education and recreation facilities to serve the District. The District shall be the owner of the system until the system is completed, approved by the City and conveyed to it, at which time ownership will vest in the City. The District will own and operate these facilities to serve the District. Pursuant to the contract, the District shall have a security interest therein until all bonds issued by the District are retired. Capital assets, which include property, plant, equipment, infrastructure, and water rights, are reported in the applicable governmental or business-type activities columns in the government- wide financial statements. The City defines capital assets as assets with an initial, individual cost of more than $5,000 and an estimated historical cost if actual historical cost is not available. Donated capital assets are recorded at acquisition cost, which is the price that would be paid to acquire an asset with equivalent service potential at the acquisition date. The City’s water rights have an indefinite life. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets’ lives are not capitalized. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 42 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) D. Assets, Liabilities, Deferred Outflows/Inflows and Net Position/Fund Balance (continued) Capital Assets (continued) The City’s property, plant and equipment are depreciated using the straight-line method over the following useful lives: Buildings and improvements 20-50 years Machinery and equipment 5 - 10 years Infrastructure 40-50 years Water and sewer system 40-50 years The West Ranch Management District’s capital assets are depreciated using the straight-line method over estimated useful lives of 10 to 45 years. Compensated Absences The City’s employees earn vacation and sick leave, which may either be taken or accumulated, up to certain amounts, until paid upon resignation or retirement. All vacation and sick leave pay is accrued when incurred in the government-wide and proprietary fund financial statements. A liability for these amounts is reported in the governmental funds only if they have matured, for example, as a result of employee resignations and retirements. Long-term Debt In the government-wide financial statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business- type activities, or proprietary fund type statement of net position. Bond premiums and discounts are deferred and amortized over the life of the bonds using the straight-line method, which approximates the effective interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance cost are expenses in the period incurred. Deferred Outflows/Inflows of Resources In addition to assets, the statement of financial position and/or balance sheet will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. The City has the following items that qualify for reporting in this category:  Deferred loss on refunding debt - A deferred loss on refunding results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 43 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) Deferred Outflows/Inflows of Resources (continued)  Deferred outflows of resources for pension - Reported in the government-wide financial statement of net position, this deferred outflow results from pension plan contributions made after the measurement date of the net pension liability and the results of 1) differences between projected and actual earnings on pension plan investments; 2) changes in actuarial assumptions; 3) differences between expected and actual actuarial experiences; and 4) changes in the City’s proportional share of pension liabilities. The deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the next fiscal year. The deferred outflows resulting from differences between projected and actual earnings on pension plan investments will be amortized over a closed five year period. The remaining pension related deferred outflows will be amortized over the expected remaining service lives of all employees five year period.  Deferred outflows of resources for other post-employment benefits (OPEB) - Reported in the government wide financial statement of net position, these deferred outflows result from OPEB plan contributions made after the measurement date of the total OPEB liability and the results of changes in assumptions and other inputs. The deferred outflows of resources resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the total OPEB liability in the next fiscal year. The other OPEB related outflow will be amortized over the expected remaining service lives of all employees (active and inactive employees) who are provided with OPEB benefits. In addition to liabilities, the statement of financial position and/or balance sheet will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position or balance sheet that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time.  Deferred inflows of resources for unavailable revenues - Reported only in the governmental funds balance sheet, unavailable revenues arise under the modified accrual basis of accounting. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available.  Deferred inflows of resources for pension - Reported in the government wide financial statement of net position, these deferred inflows result primarily from changes in actuarial assumptions. These pension related deferred inflows will be amortized over the expected remaining service lives of all employees (active and inactive employees) that are provided with pensions through the pension plan.  Deferred inflows of resources for gain on issuance of refunding bonds - Reported in the government wide financial statement of net position, these deferred inflows result primarily from differences from the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt.  Deferred inflows of resources for OPEB - Reported in the government wide financial statement of net position, this deferred inflow results primarily from 1) changes in actuarial assumptions; and 2) differences between expected and actual actuarial experiences. These OPEB related deferred inflows will be amortized over the expected remaining service lives of all employees (active and inactive employees) that are provided with OPEB through the OPEB plans. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 44 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) D. Assets, Liabilities, Deferred Outflows/Inflows and Net Position/Fund Balance (continued) Pension For purposes of measuring the net pension liability, pension related deferred outflows and inflows of resources, and pension expense, City specific information about its Fiduciary Net Position in the Texas Municipal Retirement System (TMRS) and additions to/deductions from TMRS’s Fiduciary Net Position have been determined on the same basis as they are reported by TMRS. For this purpose, plan contributions are recognized in the period that compensation is reported for the employee, which is when contributions are legally due. Benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Other Post-Employment Benefits (OPEB) The City provides its retirees the opportunity to maintain health insurance coverage by participating in the City’s insurance plan. The City reports the total liability for this plan on the government-wide and proprietary fund financial statements. The actual cost recorded in the governmental fund financial statements is the cost of the health benefits incurred on behalf of the retirees less the premiums collected from the retirees. Information regarding the City’s total liability for this plan is obtained through a report prepared by Gabriel Roeder Smith & Company, the City’s third-party actuary, in compliance with GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. Additionally, the City participates in a defined-benefit group-term life insurance plan, both for current and retired employees, administered by the Texas Municipal Retirement System (TMRS). The City reports the total liability for this plan on the government-wide and proprietary fund financial statements. Information regarding the City’s total OPEB liability is obtained from TMRS through a report prepared for the City by TMRS’ consulting actuary, Gabriel Roeder Smith & Company, in compliance with GASB Statement No.75. Fund Balance The governmental fund financial statements present fund balances based on classifications that comprise a hierarchy that is based primarily on the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the respective governmental funds can be spent. The classifications used in the governmental fund financial statements are as follows: Non-spendable – 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 prepaid items, note receivable and the fund balance of the City’s permanent fund. Restricted – includes fund balance amounts that are constrained for specific purposes which are imposed by providers, such as creditors or amounts restricted due to constitutional provision or enabling legislation. This classification includes retirement of long-term debt, construction programs, City ordinances, and other federal and state grants. Committed – includes fund balance amounts that are constrained for specific purposes that are internally imposed by the City through formal action in an open meeting of the highest level of decision making authority. Committed fund balance is reported pursuant to resolution passes by the City Council. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 45 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) D. Assets, Liabilities, Deferred Outflows/Inflows and Net Position/Fund Balance (continued) Fund Balance (continue) Assigned – includes fund balance amounts that are self-imposed by the City to be used for particular purpose. Fund balance can be assigned by the City Council or the City Manager, pursuant to the City’s fund balance policy. At September 30, 2020, the City’s assigned fund balance included amounts assigned for encumbrances. Unassigned – includes residual positive fund balance within the general fund which has not been classified within the other above mentioned categories. Unassigned fund balance may also include negative balances for any governmental fund if expenditures exceed amounts restricted, committed, or assigned for those specific purposes. When both restricted and unrestricted fund balances are available for use, it is the City’s policy to use restricted fund balance first, then unrestricted fund balance. Furthermore, committed fund balances are reduced first, followed by assigned amounts and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of those unrestricted fund balance classifications are available. The City has established a minimum fund balance policy whereby the City’s unassigned general fund balance will be maintained at levels sufficient to protect the City’s creditworthiness, as well as its financial position, from unforeseeable emergencies. The City will strive to maintain the unassigned general fund balance at a minimum of 90 days of prior year audited operating expenditures. Net Position Government-Wide Financial Statements: The Statement of Net Position includes the following categories of net position: Net investment in capital assets – the component unit of net position that reports the difference between capital assets less both the accumulated depreciation and the outstanding balance of debt, net of premiums and discounts, that is directly attributable to the acquisition, construction or improvement of these capital assets. Restricted – Net position is reported as restricted when there are limitations imposed on its use either through the enabling legislation adopted by the City or through external restrictions imposed by creditors, grantors, or laws or regulations of other governments. Unrestricted – the difference between assets, deferred outflows and inflows, and liabilities that are not reported in any of the classifications above. Use of Estimates The preparation of financial statements, in conformity with generally accepted accounting principles, requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent liabilities at the date of the financial statements and the reported amounts of revenue and expenses during the reporting period. Actual amounts could differ materially from those estimates. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 46 Fiscal Year 2020 Annual Report Note 1. Summary of Significant Accounting Policies (continued) E. Current and Future GASB Pronouncements The following GASB pronouncements have been implemented by the City in the current fiscal year: GASB Statement No. 95, Postponement of the Effective Dates of Certain Authoritative Guidance. This Statement was issued in March 2020. The primary objective of this Statement is to provide temporary relief to governments and other stakeholders in light of the COVID-19 pandemic. That objective is accomplished by postponing the effective dates of certain provisions in Statements and Implementation Guides that first became effective or are scheduled to become effective for periods beginning after June 15, 2018, and later. The requirements of this Statement are effective immediately. The effective dates of the following pronouncements are postponed by 12 months:  Statement No. 83, Certain Asset Retirement Obligations  Statement No. 84, Fiduciary Activities  Statement No. 88, Certain Disclosures Related to Debt, including Direct Borrowings and Direct Placements  Statement No. 89, Accounting for Interest Cost Incurred before the End of a Construction Period  Statement No. 90, Majority Equity Interests  Statement No. 91, Conduit Debt Obligations  Statement No. 92, Omnibus 2020  Statement No. 93, Replacement of Interbank Offered Rates  Implementation Guide No. 2017-3, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions (and Certain Issues Related to OPEB Plan Reporting)  Implementation Guide No. 2018-1, Implementation Guidance Update—2018  Implementation Guide No. 2019-1, Implementation Guidance Update—2019  Implementation Guide No. 2019-2, Fiduciary Activities. The effective dates of the following pronouncements are postponed by 18 months:  Statement No. 87, Leases  Implementation Guide No. 2019-3, Leases The following GASB pronouncements have been issued but not yet implemented by the City: GASB Statement No. 97, Certain Component Unit Criteria, and Accounting and Financial Reporting for Internal Revenue Code Section 457 Deferred Compensation Plans—an amendment of GASB Statements No. 14 and No. 84, and a supersession of GASB Statement No. 32. It was issued in June 2020, but the requirements in (1) paragraph 4 of this Statement as it applies to defined contribution pension plans, defined contribution OPEB plans, and other employee benefit plans and (2) paragraph 5 of this Statement are effective immediately. The requirements in paragraphs 6–9 of this Statement are effective for fiscal years beginning after June 15, 2021. Implementation of this Statement is planned for fiscal year 2022. GASB Statement No. 96, Subscription-Based Information Technology Arrangements. This statement was issued in May 2020 and provides guidance on the accounting and financial reporting for subscription-based information technology arrangements (SBITAs) for government end users (governments). This Statement (1) defines a SBITA; (2) establishes that a SBITA results in a right-to-use subscription asset—an intangible asset—and a corresponding subscription liability; (3) provides the capitalization criteria for outlays other than subscription payments, including implementation costs of a SBITA; and (4) requires note disclosures regarding a SBITA. To the extent relevant, the standards for SBITAs are based on the standards established in Statement No. 87, Leases, as amended. This statement is effective for fiscal years beginning after June 15, 2022, and all reporting periods thereafter. Implementation of this Statement is planned for fiscal year 2023. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 47 Fiscal Year 2020 Annual Report Note 2. Cash and Investments Under provisions of state and local statutes, the City’s investment policies, and provisions of the City’s depository contract with an area financial institution, the City is authorized to place available deposits and investments in the following: 1. Obligations of the U.S., it’s agencies and instrumentalities; 2. Certificates of Deposit issued by state and national banks or savings or loan associations domiciled in this state that are guaranteed or incurred by the Federal Deposit Insurance Corporation or collateralized in accordance with Section 2256.010, the Texas Government Code, in face amounts not to exceed $100,000; 3. No-load money market mutual funds; and 4. TexPool, Lone State Investment Pool and Texas CLASS. The City Council has adopted a written investment policy regarding the investments of its funds as defined by the Public Funds Investment Act of 1995 (Chapter 2256, Texas Government Code). The investments of the City are in compliance with the Council’s investment policies. The City did not have any derivative investment products during the current year. All significant legal and contractual provisions for investments were complied with during the year. At September 30, 2020 the carrying amount of the City and Friendswood Downtown Economic Development Corporation’s deposits was $4,286,714 and the bank balance of $4,672,751. As of September 30, 2020 the City and Friendswood Downtown Economic Development Corporation held the following investments. Reported Weighted Value of Average Investments Maturity (Days) Investment pools: TexPool 5,174,357$ 38 Texas CLASS 33,000,779 22 Total investment pools 38,175,136 Debt Securities: Federal Farm Credit Bonds 1,526,419 139 Federal Home Loan Bank Bonds 3,051,608 58 Federal Home Loan Mortgage Corporation 3,009,258 83 Federal National Mortgage Association 2,019,418 89 Total debt securities 9,606,703 Total investments 47,781,839$ The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. The valuation techniques used in the fair value measurement are based on quoted market closing prices for Level 2 inputs. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 48 Fiscal Year 2020 Annual Report Note 2. Cash and Investments (continued) The City has the following recurring fair value measurements as of September 30, 2020: Fair Value / Amortized Cost Level 1 Inputs Level 2 Inputs Level 3 Inputs Investment Securities: Federal Farm Credit Bank 1,526,419$ -$ 1,526,419$ -$ Federal Home Loan Bank 3,051,608 - 3,051,608 - Federal Home Loan Mortgage Corp. 3,009,258 - 3,009,258 - Federal National Mortgage Assoc. 2,019,418 - 2,019,418 - Total Investment Securities 9,606,703$ -$ 9,606,703$ -$ The City invests in Texas Local Government Investment Pool (TexPool), which was created under the Interlocal Cooperation Act, Texas Government Code Ann. Chapter 791 and the Texas Public Funds Investment Act. The Texas Treasury Safekeeping Trust Company (“the Trust”) is trustee of TexPool and is a limited purpose trust company authorized pursuant to Texas Government Code Ann. Section 404.103 for which the Texas State Comptroller is sole officer, director and shareholder. The advisory board of TexPool is composed of members appointed pursuant to the requirements of the Texas Public Funds Investment Act. The City invests in Texas CLASS Investment Pool which was established in 1996 pursuant to the Texas Public Funds Investment Act. The pool is governed by a 7-member board of trustees, who are elected by pool participants. The Cutwater Investor Services Corp. serves as the pools program administrator and Wells Fargo Bank Texas, NA, serves as custodian. Interest Rate Risk. In accordance with its investment policy, the City manages its exposure to declines in fair values by structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations and invest operating funds primarily in short-term securities. Custodial Credit Risk. In the case of deposits, this is the risk that in the event of a bank failure, the City’s deposits may not be returned. State statutes require that all deposits in financial institutions be fully collateralized by U.S. Government obligations or its agencies and instrumentalities or direct obligations of Texas or its agencies and instrumentalities that have a fair value of not less than the principal amount of deposits. As of September 30, 2020, all of the City’s cash deposits with financial institutions were collateralized with securities held by the pledging financial institution in the City’s name. Credit Risk Credit Risk. It is the City’s policy to limit its investments to investment types with an investment quality rating not less than A or its equivalent by a nationally recognized statistical rating organization. The City’s investments as of September 30, 2020, were rated as follows: Credit Quality Investment Type: Rating Rating Agency Investment Pools: Texas CLASS AAAm Standard & Poor's TexPool AAAm Standard & Poor's Debt Securities: Federal Home Loan Mortgage Corp. Aaa Moody's Investor Service Federal Home Loan Bank Aaa Moody's Investor Service Federal Farm Credit Bank Aaa Moody's Investor Service Federal National Mortgage Association Aaa Moody's Investor Service CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 49 Fiscal Year 2020 Annual Report Note 3. Receivables and Deferred Inflows of Resources Receivables as of September 30, 2020 for the City’s individual major funds and nonmajor funds in the aggregate including the applicable allowances for uncollectible accounts, are as follows: Proprietary General Debt Service Fund Nonmajor Water and Sewer Total Receivables: Property taxes 264,298$ 48,744$ -$ -$ 313,042$ Penalties and interest 147,443 23,579 - - 171,022 Sales tax 1,240,264 - 306,732 - 1,546,996 Franchise taxes 560,272 - - - 560,272 Customer accounts 283,981 - 3,289 3,840,600 4,127,870 Court fines 776,835 - - - 776,835 Other 333,362 - 3,573 - 336,935 Gross receivables 3,606,455 72,323 313,594 3,840,600 7,832,972 Less: allowance for uncollectibles (792,764) (21,804) (736) (279,159) (1,094,463) Net total receivables 2,813,691$ 50,519$ 312,858$ 3,561,441$ 6,738,509$ Governmental Funds Governmental funds reported deferred inflows of resources in connection with receivables for revenue that is not considered to be available to liquidate liabilities of the current period. At the end of the current fiscal year, the various components of deferred inflows of resources for unavailable revenues reported in the governmental funds were as follows: Deferred Inflows of Resources General Fund: Delinquent property taxes 175,192$ Property tax penalties and interest 100,990 Court fines 155,367 Grants 10,000 Miscellaneous 8,166 Total General Fund 449,715 Debt Service Fund Delinquent property taxes 32,635 Property tax penalties and interest 15,631 48,266 Nonmajor funds: Court fines 3,753 Total nonmajor funds 3,753 Total governmental funds 501,734$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 50 Fiscal Year 2020 Annual Report Note 4. Capital Assets Capital assets activity for the primary government for the fiscal year ended September 30, 2020, is as follows: Governmental activities Beginning Balance Increases Reclassification /Decreases Ending Balance Capital assets, not being depreciated: Land 25,759,306$ 2,585,463$ -$ 28,344,769$ Construction in progress 3,749,899 7,610,615 (24,508) 11,336,006 Total capital assets, not being depreciated 29,509,205 10,196,078 (24,508) 39,680,775 Capital assets, being depreciated: Buildings and improvements 41,783,398 25,212 24,508 41,833,118 Machinery and equipment 14,793,376 2,792,469 (277,289) 17,308,556 Infrastructure 93,495,234 301,822 - 93,797,056 Total capital assets, being depreciated 150,072,008 3,119,503 (252,781) 152,938,730 Less accumulated depreciation for: Buildings & improvements (18,432,271) (1,756,668) - (20,188,939) Machinery and equipment (9,908,993) (1,157,747) 261,683 (10,805,057) Infrastructure (53,200,048) (2,582,159) - (55,782,207) Total accumulated depreciation (81,541,312) (5,496,574) 261,683 (86,776,203) Total capital assets - being depreciated 68,530,696 (2,377,071) 8,902 66,162,527 Governmental capital assets, net 98,039,901$ 7,819,007$ (15,606)$ 105,843,302$ Business-type activities Beginning Balance Increases Reclassification /Decreases Ending Balance Capital assets, not being depreciated: Land 319,473$ -$ -$ 319,473$ Water rights 19,716,695 - - 19,716,695 Construction in progress 6,782,367 4,191,355 (6,015,524) 4,958,198 Total capital assets, not being depreciated 26,818,535 4,191,355 (6,015,524) 24,994,366 Capital assets, being depreciated: Buildings and improvements 683,906 - - 683,906 Machinery and equipment 7,353,510 140,189 1,094 7,494,793 Water and sewer system 63,640,402 123,619 6,015,524 69,779,545 Total capital assets, being depreciated 71,677,818 263,808 6,016,618 77,958,244 Less accumulated depreciation for: Buildings and improvements (305,786) (19,757) - (325,543) Machinery and equipment (4,666,702) (226,641) (1,094) (4,894,437) Water and sewer system (33,757,277) (1,770,498) - (35,527,775) Total accumulated depreciation (38,729,765) (2,016,896) (1,094) (40,747,755) Total capital assets - being depreciated 32,948,053 (1,753,088) 6,015,524 37,210,489 Business-type capital assets, net 59,766,588$ 2,438,267$ -$ 62,204,855$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 51 Fiscal Year 2020 Annual Report Note 4. Capital Assets (continued) Capital assets activity for the discretely presented component units is as follows: Component Unit Beginning Balance Increases Reclassification /Decreases Ending Balance Capital assets, not being depreciated: Land 6,839,035$ 855,212$ 64,735$ 7,758,982$ Construction in progress 64,735 - (64,735) - Total capital assets, not being depreciated 6,903,770 855,212 - 7,758,982 Capital assets, being depreciated: Water production and distribution facilities 483,467 - - 483,467 Total capital assets, being depreciated 483,467 - - 483,467 Less accumulated depreciation for: Water production and distribution facilities (95,046) (10,746) - (105,792) Total accumulated depreciation (95,046) (10,746) - (105,792) Total capital assets - being depreciated 388,421 (10,746) - 377,675 Component Unit capital assets, net 7,292,191$ 844,466$ -$ 8,136,657$ Depreciation Depreciation expense was charged to functions/programs of the City as follows: Depreciation Expense Primary government Governmental activities: General government 290,747$ Public safety 1,120,221 Public works 2,754,296 Community development 3,613 Parks and recreation 979,413 Capital assets held by the City's internal service fund are charged to the various functions based on their usage 348,284 Total Governmental activities 5,496,574 Business-type activities: Water and sewer 2,016,896 Total Business-type activities:2,016,896 Total primary government 7,513,470$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 52 Fiscal Year 2020 Annual Report Note 4. Capital Assets (continued) Construction commitments The City has active construction projects as of September 30, 2020. At year end, the City’s commitments with contractors were as follows: Projects Construction Commitment Construction in Progress Remaining Commitment Governmental funds: Blackhawk Boulevard Phase II 5,130,185$ 5,000,377$ 129,808$ Monument Sign at Dog Park 27,075 12,530 14,545 Imperial Estates Inline Detention Pond 5,500,000 5,500,000 - Friendswood Lakes Boulevard 755,490 755,490 - Fiber Optic Project 79,999 65,009 14,990 Disc Golf Course 2,600 2,600 - 11,495,349 11,336,006 159,343 Enterprise funds: Lift Station #23 Replacement 3,874,658 1,671,715 2,202,943 42" SE Transmission Water Line Phase I & II 2241632 2,241,632 - Blackhawk Boulevard Phase II (Utility Items) 425,973 407,573 18,400 Friendswood Lakes Boulevard 409,427 409,427 - Lift Station Mitigation Program 677,939 39,188 638,751 Sanitary Sewer Assessment - Phase V & VI 219,499 188,663 30,836 7,849,128 4,958,198 2,890,930 Total Commitments 19,344,477$ 16,294,204$ 3,050,273$ The remaining commitment amounts were encumbered at year end. The encumbrances and related appropriation lapse at the end of the fiscal year, but they are re-appropriated and become a part of the subsequent year’s budget because performance under the executory contract is expected in the next year. Note 5. Long-term Debt The City issues a variety of long-term debt instruments in order to acquire and/or construct major capital facilities and equipment for governmental and business-type activities. These instruments include general obligation bonds, certificates of obligation, revenue bonds, and capital leases. These debt obligations are secured by either future tax revenue, water and sewer system revenue, or liens on property and equipment. Debt obligations that are intended to be repaid from water and sewer system revenue have been recorded as business-type activities. All other long- term obligations of the City are considered to be governmental type activities. Federal Arbitrage The Tax Reform Act of 1986 instituted certain arbitrage restrictions consisting of complex regulations with respect to issuance of tax-exempt bonds after August 3l, 1986. Arbitrage regulations deal with the investment of tax-exempt bond proceeds at an interest yield greater than the interest yield paid to bondholders. Generally, all interest paid to bondholders can be retroactively rendered taxable if applicable rebates are not reported and paid to the Internal Revenue Service (IRS) at least every five years for applicable bond issues. Accordingly, there is the risk that if such calculations are not performed, or are not performed correctly, a substantial liability to the City could result. The City periodically engages an arbitrage consultant to perform the calculations in accordance with the rules and regulations of the IRS. There was no liability for arbitrage recorded as of year-end. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 53 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) Bonds Payable and Certificates of Obligation The following schedule summarizes the terms of the City’s general obligation bonds, combination tax and revenue bonds, and certificates of obligation outstanding and their corresponding allocations to the governmental and business-type activities at September 30, 2020: Original Issue Final Interest Governmental Business-Type General Obligation Bonds: Amount Maturity Rates Activities Activities 2012 General Obligation Refunding 8,890,000$ 2026 2.0 - 3.5% 4,170,000$ -$ 2014 General Obligation Refunding 8,805,000 2028 2.0% - 4.0% 2,065,000 5,795,000 2015 General Obligation Refunding 9,595,000 2030 2.0% - 3.0% 7,415,000 - 2016 General Obligation Permanent Improvement and Refunding 19,095,000 2031 2.0% - 5.0% 6,885,000 7,860,000 2016A General Obligation Refunding 9,765,000 2034 2.0% - 4.0% - 8,120,000 2017 General Obligation Bonds 5,605,000 2031 2.0% - 4.0% 4,995,000 - 2020 General Obligation and Refunding Bonds 10,465,000 2050 2.0% - 4.0% 9,860,000 605,000 Total general obligation bonds 35,390,000 22,380,000 Revenue Bonds: 2016 Waterworks and Sewer System 5,735,000 2036 2.0% - 4.0% - 4,825,000 2018 Waterworks and Sewer System 20,170,000 2038 4.0% - 5.0% - 19,500,000 Total revenue bonds - 24,325,000 Total 35,390,000$ 46,705,000$ Annual debt service requirements for the City’s bonds and certificates of obligation are as follows: Fiscal Year Principal Interest Principal Interest Total 2021 2,070,000$ 1,232,776$ 3,015,000$ 1,874,330$ 8,192,106$ 2022 2,215,000 1,191,881 2,645,000 1,750,425 7,802,306 2023 2,290,000 1,119,669 2,735,000 1,657,800 7,802,469 2024 2,365,000 1,042,406 2,835,000 1,554,475 7,796,881 2025 2,450,000 959,544 2,955,000 1,439,125 7,803,669 2026-2030 13,705,000 3,337,797 17,020,000 5,094,575 39,157,372 2031-2035 5,285,000 1,093,250 10,715,000 1,992,300 19,085,550 2036-2040 2,225,000 588,525 4,785,000 275,900 7,874,425 2041-2045 1,285,000 323,925 - - 1,608,925 2046-2050 1,500,000 115,500 - - 1,615,500 35,390,000$ 11,005,273$ 46,705,000$ 15,638,930$ 108,739,203$ Governmental Activities Business-type Activities CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 54 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) Bonds Payable and Certificates of Obligation (continued) Changes in the City’s long-term liability activity for the year ended September 30, 2020, are as follows: Beginning Balance Additions Reductions Ending Balance Due Within One Year Primary Government Governmental activities: General obligation bonds 29,730,000$ 9,860,000$ (4,200,000)$ 35,390,000$ 2,070,000$ Premium on bond issuance 2,293,508 753,840 (378,526) 2,668,822 - Capital lease 436,620 1,791,399 (366,257) 1,861,762 485,702 Compensated absences 800,732 799,174 (747,317) 852,589 170,518 Governmental activity Long-term liabilities 33,260,860$ 13,204,413$ (5,692,100)$ 40,773,173$ 2,726,220$ Beginning Balance Additions Reductions Ending Balance Due Within One Year Business-type activities: Revenue bonds 25,230,000$ -$ (905,000)$ 24,325,000$ 935,000$ General obligation bonds 24,440,000 605,000 (2,665,000) 22,380,000 2,080,000 Premium on bond issuance 4,215,083 - (294,840) 3,920,243 - Compensated absences 82,019 125,839 (97,091) 110,767 22,153 Business-type activity Long-term liabilities 53,967,102$ 730,839$ (3,961,931)$ 50,736,010$ 3,037,153$ Total Primary government 87,227,962$ 13,935,252$ (9,654,031)$ 91,509,183$ 5,763,373$ The City issued General Obligation Improvement and Refunding Bonds, Series 2020 in June 2020 in the amount of $10,465,000. The bonds bear interest from 3.0 percent to 5.0 percent and are due in annual installments ranging from $210,000 to $560,000 through September 2050. Proceeds of the bonds will be used to make certain drainage improvements, improvements public works facility, refunding certain outstanding obligations and to pay the costs of issuance of the bonds. City will deposit certain proceeds of the sale of the bonds with the paying agent, such funds will be held by the paying agent and will be irrevocably pledged to the payment of principal of the refunded obligations.to provide for future debt service on $2,970,000 of the Permanent Improvement Bonds, Series 2010A and 2010B. As a result, the refunded bonds are considered to be defeased and the related liability for the bonds has been removed from the City’s liabilities. The net carrying amount exceeded the reacquisition price of the old debt by $68,694, which is also known as refunding charge (gain). This amount is being netted against the new debt and amortized over the life of the new debt, which was equal or shorter than the refunded debt. This resulted in an economic gain (difference between present values of the old and new debt service payment) of $305,294. The compensated absences, net pension liability and total OPEB liabilities attributable to the governmental activities will be liquidated primarily by the General Fund. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 55 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) West Ranch Management District The following schedule summarizes the terms of the West Ranch Management District’s general obligation bonds at July 31, 2020: Amounts Interest Range of Callable General Obligation Bonds: Outstanding Rates Maturities Date * Series 2010 315,000$ 4.00% - 4.20% 2020-2021 September 1, 2020 Road Series 2010A 130,000 4.10% - 4.35% 2020-2022 September 1, 2020 Road Series 2013 845,000 2.00% - 3.00% 2020-2028 September 1, 2021 Series 2013 1,135,000 3.00% - 5.00% 2020-2040 September 1, 2021 Road Series 2014 1,970,000 2.00% - 3.75% 2020-2040 September 1, 2022 Series 2015 4,625,000 1.30% - 4.125% 2020-2030 September 1, 2023 Series 2016 2,080,000 3.00% - 4.00% 2031-2040 September 1, 2024 Refunding Series 2016 910,000 2.00% - 4.00% 2020-2026 September 1, 2024 Series 2020 9,040,000 2.00% - 4.00% 2021-2040 September 1, 2025 Refunding Series 2016 1,550,000 2.00% - 4.00% 2021-2040 September 1, 2025 Total general obligation bonds 22,600,000$ * Or any date thereafter, callable at par plus accrued interest to the date of redemption. Annual debt service requirements for the District’s bonds are as follows: Fiscal Year Principal Interest Total 2021 850,000$ 617,217$ 1,467,217$ 2022 965,000 657,354 1,622,354 2023 995,000 625,525 1,620,525 2024 1,025,000 592,441 1,617,441 2025 1,065,000 555,713 1,620,713 2026-2030 5,895,000 2,191,730 8,086,730 2031-2035 5,105,000 1,346,044 6,451,044 2036-2040 5,505,000 609,966 6,114,966 2041 1,195,000 18,509 1,213,509 22,600,000$ 7,214,499$ 29,814,499$ The District’s bonds are payable from the proceeds of an ad valorem tax levied upon all property within the District subject to taxation, without limitation as to rate or amount. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 56 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) West Ranch Management District (continued) Changes in the discretely presented component units’ long-term liabilities for the year end July 31, 2020, are as follows: West Ranch Management District Beginning Balance Increase Decrease Ending Balance Due Within One Year Component Unit General obligation bonds 22,835,000$ 10,590,000$ (10,825,000)$ 22,600,000$ 850,000$ Discount on bonds (402,592) (99,494) 205,293 (296,793) - Premium on bonds 94,358 - (8,760) 85,598 - Developer advances 40,000 - - 40,000 - Due to developer 369,600 - - 369,600 - Total 22,936,366$ 10,490,506$ (10,628,467)$ 22,798,405$ 850,000$ On June 9, 2020, the District issued $9,040,000 in unlimited tax refunding bonds, Series 2020 to refund $5,460,000 of outstanding Series 2010 bonds and $3,110,000 of outstanding Series 2012A bonds. The District refunded the bonds to reduce total debt service payments over future years by $2,042,767 and to obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of $1,523,761. On June 9, 2020, the District also issued $1,550,000 in unlimited tax road refunding bonds, Series 2020 to refund $1,425,000 of outstanding Road Series 2010A bonds. The District refunded the bonds to reduce total debt service payments over future years by $324,700 and to obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of $238,022. At July 31, 2020, the District had $3,775,000 of unlimited tax bonds and recreational facilities' bonds authorized, but unissued, for the purposes of acquiring, constructing and improving recreational facilities, transportation, education, and the water, sanitary sewer and drainage systems within the District. A developer of the District has advanced $40,000 to the District for operating expenses. The District has agreed to pay these amounts, plus interest, to the extent approved by the Commission from the proceeds of future bond sales. These amounts have been recorded in the financial statements as long-term liabilities. The District is currently unable to estimate when bonds will be issued to pay this liability. The developer of the District has constructed underground utilities on behalf of the District. The District’s engineer estimates reimbursable costs for completed projects are $369,600. The District has agreed to reimburse the developers for these amounts, plus interest, to the extent approved by the Texas Commission on Environmental Quality from the proceeds of future bond sales. These amounts have been recorded in the financial statements as long-term liabilities. Defeasance of Bonds The City defeased certain bonds by placing the proceeds of new bonds in an irrevocable trust to provide future debt service payments on the old bonds. Accordingly, the trust account assets and liabilities for the defeased bonds are not included in the City’s financial statements. On September 30, 2020, the City has no bonds considered defeased that were outstanding. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 57 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) Capital Leases During the current fiscal year, the City entered into a five‐year lease agreement as lessee for the acquisition and use of various vehicles. An initial lease liability was recorded in the amount of $1,019,000 during the current fiscal year. The City is required to make annual principal and interest payments of $215,355. The lease has an interest rate of 2.08%. During the current fiscal year, the City entered into a seven‐year lease agreement as lessee for the acquisition and use of an ambulance. An initial lease liability was recorded in the amount of $580,000 during the current fiscal year. The City is required to make annual principal and interest payments of $89,789. The lease has an interest rate of 2.05%. During the current fiscal year, the City entered into a five‐year lease agreement as lessee for the acquisition and use of an ambulance. An initial lease liability was recorded in the amount of $192,015 during the current fiscal year. The City is required to make annual principal and interest payments of $43,043. The lease has an interest rate of 1.98%. The City has entered into capital lease agreements in order to purchase machinery and equipment for public works, police and fire departments. The assets acquired through these lease agreements are as follows: Asset Governmental Activities Machinery and equipment 2,740,590$ Less: accumulated depreciation (471,187) Total 2,269,403$ The following is a summary of future lease payments due on this machinery and equipment: Fiscal Year Amount 2021 527,240$ 2022 452,368 2023 348,187 2024 348,187 2025 120,739 2026-2027 179,578 Minimum lease payments 1,976,299 Less amount representing interest (114,537) Total 1,861,762$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 58 Fiscal Year 2020 Annual Report Note 5. Long-term Debt (continued) Pledged Revenues On February 1, 2016, the City issued $5,735,000 in Waterworks and Sewer System Revenue Bonds, Series 2016 and on December 3, 2018 issued $20,170,000 in Waterworks and Sewer System Revenue Bonds, Series 2018. These bonds represent special obligations of the City and are payable solely from a first lien on and pledge of the net revenues of the City’s waterworks and sanitary sewer system. The proceeds of the bonds were and are to be used to finance sanitary sewer and waterworks system extensions and improvements. The outstanding revenue bonds have a final maturity of March 1, 2036 for the 2016 bonds and March 1, 2038 for the 2018 bonds. The City will commit revenues each year the bonds are outstanding. At September 30, 2020, the remaining principal on the series 2016 and 2018 bonds was $4,825,000 and $19,500,000, respectively. Principal and interest payments for the fiscal year were $905,000 and $1,055,900, respectively. Net pledged revenue in 2020 produced 355 percent of the current debt service requirement. Note 6. Interfund Balances and Transfers Due to/from Other Funds The City had interfund receivable or payable balances at September 30, 2020 is as follows: Due from other funds Due to other funds Amount Purpose General Fund Bond Construction Fund 300,000$ Expenditures funded by General Fund until authorized bonds are issued. General Fund Nonmajor governmental funds 2,329,589 Expenditures funded by General Fund pending grant reimbursement. Total 2,629,589$ Interfund Transfers The composition of interfund transfers for the year ended September 30, 2020, is as follows: Transfer In Transfer Out Amount Purpose General Fund Water and Sewer 1,461,704$ Budgeted annual transfer for indirect water and sewer costs by the General Fund Debt Service Fund Bond Construction Fund 119,372 2020 Bond funds and close out of 2015 Bond Construction Fund Nonmajor governmental funds General Fund 3,909 Funds for HMGP Acquisition & Demolition Project Utility Fund Debt Service Fund 26,875 Debt service f unds Internal service Fund General Fund 73,142 To fund new vehicle for Police Department 1,685,002$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 59 Fiscal Year 2020 Annual Report Note 7. Employee Retirement System Texas Municipal Retirement System Plan Description and Provisions The City participates as one of 888 plans in the nontraditional, joint contributory, hybrid defined benefit pension plan administered by the Texas Municipal Retirement System (TMRS). TMRS is an agency created by the State of Texas and administered in accordance with the TMRS Act, Subtitle G, Title 8, Texas Government Code (the TMRS Act) as an agent multiple-employer retirement system for municipal employees in the State of Texas. The TMRS Act places the general administration and management of the System with a six-member Board of Trustees. Although the Governor, with the advice and consent of the Senate, appoints the Board, TMRS is not fiscally dependent on the State of Texas. TMRS’s defined benefit pension plan is a tax-qualified plan under Section 401 (a) of the Internal Revenue Code. TMRS a report (ACFR) that can be obtained at www.tmrs.com. All eligible employees of the City are required to participate in TMRS. Benefits Provided TMRS provides retirement, disability, and death benefits. Benefit provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS. At retirement, the benefit is calculated as if the sum of the employee’s contributions, with interest, and the city-financed monetary credits with interest were used to purchase an annuity. Members may choose to receive their retirement benefit in one of seven actuarially equivalent payments options. Members may also choose to receive a portion of their benefit as a Partial Lump Sum Distribution in an amount equal to 12, 24, or 36 monthly payments, which cannot exceed 75% of the member’s deposits and interest. The City has approved an annually repeating (automatic) basis monetary credit referred to as an updated service credit (USC) which is a theoretical amount which takes into account salary increases or plan improvements. If at any time during their career an employee earns a USC, this amount remains in their account earning interest at 5% until retirement. At retirement, the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer match plus employer-financed monetary credits, such as USC, with interest were used to purchase an annuity. Additionally, City provides on an annually repeating (automatic) basis cost of living adjustments (COLA) for retirees equal to a percentage of the change in the consumer price index (CPI). A summary of plan provisions for the City are as follows: Employee deposit rate: 7% Matching ratio (City to employee): 2 to 1 Years required for vesting: 5 Service retirement eligibility: Vested at age 60 or 20 years at any age Updated Service Credit: 100% Repeating Annuity increase to retirees 50% of CPI; Repeating Supplement death benefit – active Employees and retirees Yes CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 60 Fiscal Year 2020 Annual Report Note 7. Employee Retirement System (continued) Employees covered by benefit terms At the December 31, 2019 valuation and measurement date, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 134 Inactive employees entitled to but not yet receiving benefits 117 Active employees 211 Total 462 Contributions The contribution rates for employees in TMRS are either 5%, 6%, or 7% of employee gross earnings, and the City matching percentages are either 100%, 150%, or 200%, both as adopted by the governing body of the City. Under the State law governing TMRS, the contribution rate for each City is determined annually by the consulting actuary, using the Entry Age Normal (EAN) actuarial cost method. The actuarially determined rate is the estimated amount necessary to finance the cost of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. Employees for the City were required to contribute 7.0% of their annual gross earnings during the fiscal year. The contribution rates for the City were 15.69% and 15.84% in calendar years 2019 and 2020, respectively. The City’s contributions to TMRS for the year ended September 30, 2020, were $2,485,117 and were equal to the required contributions. Net Pension Liability The City’s Net Pension Liability (NPL) was measured as of December 31, 2019, and the Total Pension Liability (TPL) used to calculate the Net Pension Liability was determined by an actuarial valuation as of that date. Actuarial Assumptions The Total Pension Liability in the December 31, 2019 actuarial valuation was determined using the following actuarial assumptions: Actuarial cost method: Entry age normal Amortization method: Level percentage of payroll, closed Remaining amortization period: 26 years Asset valuation method: 10 year smoothed market; 12% soft corridor Inflation: 2.50% Salary increases: 3.50% to 11.50% including inflation Investment rate of return: 6.75% CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 61 Fiscal Year 2020 Annual Report Note 7. Employee Retirement System (continued) Actuarial Assumptions (continued) Salary increases are based on a service-related table. Mortality rates for active members are based on the PUB (10) mortality tables with the Public Safety table used for males and the General Employee table used for females. Mortality rates for healthy retirees and beneficiaries are based on the Gender distinct 2019 Municipal Retirees of Texas mortality tables. The rates for actives, healthy retirees and beneficiaries are projected on a fully generational basis by Scale UMP to account for future mortality improvements. For disabled annuitants, the same mortality tables for healthy retirees is used with a 4- year set-forward for males and a 3-year set-forward for females. In addition, a 3.5% and 3.0% minimum mortality rate is applied, for males and females respectively, to reflect the impairment for younger members who become disabled. The rates are projected on a fully generational basis by Scale UMP to account for future mortality improvements subject to the floor. The actuarial assumptions were developed primarily from the actuarial investigation of the experience of TMRS over the four-year period from December 31, 2014, to December 31, 2018. They were adopted in 2019 and first used in the December 31, 2019, actuarial valuation. The post-retirement mortality assumption for annuity purchase rates is based on the Mortality Experience Investigation Study covering 2009 through 2011 and dated December 31, 2013. Plan assets are managed on a total return basis with an emphasis on both capital appreciation as well as the production of income, in order to satisfy the short-term and long-term funding needs of TMRS. The long-term expected rate of return on pension plan investments was determined using a building block method in which best estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. In determining their best estimate of a recommended investment return assumption under the various alternative asset allocation portfolios, GRS focused on the area between (1) arithmetic mean (aggressive) without an adjustment for time (conservative) and (2) the geometric mean (conservative) with an adjustment for time (aggressive). The target allocation and best estimates of real rates of return for each major asset class in fiscal year 2020 are summarized in the table below: Target Allocation Long-Term Expected Real Rate of Return (Arithmetic) Domestic Equity 17.5% 4.30% International Equity 17.5% 6.10% Core Fixed Income 10.0% 1.00% Non-Core Fixed Income 20.0% 3.39% Real Return 10.0% 3.78% Real Estate 10.0% 4.44% Absolute Return 10.0% 3.56% Private Equity 5.0% 7.75% Total 100.0% CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 62 Fiscal Year 2020 Annual Report Note 7. Employee Retirement System (continued) Discount Rate The discount rate used to measure the Total Pension Liability was 6.75%. The projection of cash flows used to determine the discount rate assumed that employee and employer contributions will be made at the rates specified in statue. Based on that assumption, the pension plan’s Fiduciary Net Position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the Total Pension Liability. Changes in the Net Pension Liability Increase (Decrease) Total Pension Liability Plan Fiduciary Net Position Net Pension Liability Balance at 12/31/2018 79,422,879$ 64,996,779$ 14,426,100$ Changes for the year: Service Cost 2,738,906 - 2,738,906 Interest (on the Total Pension Liability) 5,345,140 - 5,345,140 Difference between expected and actual experience 1,150,459 - 1,150,459 Changes of assumptions 378,973 - 378,973 Benefit payments, including refunds of employee contributions (3,210,157) (3,210,157) - Contributions – employer - 2,395,398 (2,395,398) Contributions – employee - 1,068,692 (1,068,692) Net investment income - 10,053,454 (10,053,454) Administrative Expense - (56,778) 56,778 Other - (1,704) 1,704 Balance at 12/31/2019 85,826,200$ 75,245,684$ 10,580,516$ Sensitivity of the Net Pension Liability to Changes in the Discount Rate The following presents the net pension liability (asset) of the City, calculated using the discount rate of 6.75%, as well as what the City’s net pension liability would be if it were calculated using a discount rate that is 1-percentage- point lower (5.75%) or 1-percentage-point higher (7.75%) than the current rate: 1% Decrease in Discount Rate (5.75%) Current Single Rate Discount Rate (6.75%) 1% Increase in Discount Rate (7.75%) City's net pension liability 22,822,967$ 10,580,516$ 544,151$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 63 Fiscal Year 2020 Annual Report Note 7. Employee Retirement System (continued) Pension Plan Fiduciary Net Position Detailed information about the pension plan’s Fiduciary Net Position is available in a separately issued TMRS financial report. That report may be obtained on the Internet at www.tmrs.com. Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions For the year ended September 30, 2020, the City recognized a pension expense of $3,090,477. At September 30, 2020, the City reported deferred outflows and inflows of resources related to pensions from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources Difference in expected and actual economic experience 1,004,693$ (27,373)$ Changes in actuarial assumptions 299,421 - Difference between projected and actual investment earnings - (2,268,757) Contributions subsequent to the measurement date 1,902,367 - Total 3,206,481$ (2,296,130)$ The $1,902,367 reported as deferred outflows of resources related to pension resulting from contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability for the year ending September 30, 2021. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expenses as follows: Net Deferred Outflows (Inflows) of Resources 2021 (250,678)$ 2022 (319,071) 2023 520,209 2024 (942,476) Total (992,016)$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 64 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions TMRS Supplemental Death Benefits Fund Benefit Plan Description The City’s single-employer defined benefit group-term life insurance plan is operated by the Texas Municipal Retirement System (TMRS) via the Supplemental Death Benefits Fund (SDBF). The City elected, by ordinance, to provide group-term life insurance coverage to both current and retired employees. The City may terminate coverage under and discontinue participation in the SDBF by adopting an ordinance before November 1 of any year to be effective the following January 1. The death benefit for active employees provides a lump-sum payment approximately equal to the employee’s annual salary (calculated based on the employee’s actual earnings, for the 12-month period preceding the month of death); retired employees are insured for $7,500; this coverage is another post-employment benefit (OPEB). As the SDBF covers both active and retiree participants, with no segregation of assets, the SDBF is considered to be an unfunded OPEB plan (i.e. no assets are accumulated). Membership in the plan as of the measurement date of December 31, 2019 was as follows: Inactive employees currently receiving benefits 93 Inactive employees entitled to but not yet receiving benefits 33 Active employees 211 Total 337 Contributions Contributions are made monthly based on the covered payroll of employee members of the participating member city. The contractually required contribution rate is determined annually for each city (currently 0.19% of covered payroll). The rate is based on the mortality and service experience of all employees covered by the SDBF and the demographics specific to the workforce of the city. There is a one-year delay between the actuarial valuation that serves as the basis for the employer contribution rate and the calendar year when the rate goes into effect. The funding policy of this plan is to assure that adequate resources are available to meet all death benefit payments for the upcoming year; the intent is not to prefund retiree term life insurance during employees’ entire careers. As such, contributions are utilized to fund active member deaths on a pay-as-you-go basis; any excess contributions and investment income over payments then become net position available for benefits. Discount Rate The TMRS SDBF program is treated as unfunded OPEB plan because the SDBF trust covers both active employees and retirees and the assets are not segregated for these groups. Under GASB Statement No. 75, the discount rate for an unfunded OPEB plan should be based on 20-year tax-exempt AA or higher Municipal Bonds. Therefore, a discount rate of 2.75% based on the Fidelity Index’s “20-Year Municipal GO AA Index” rate as of December 31, 2019. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 65 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) TMRS Supplemental Death Benefits Fund (continued) Actuarial Assumptions The City’s total OPEB liability was measured at December 31, 2019 and was determined by an actuarial valuation as of that date using the following actuarial assumptions: Valuation Date: December 31, 2019 Methods and Assumptions: Inflation: 2.50% Salary Increases: 3.50% to 11.50%, including inflation Discount rate *: 2.75% Retirees’ share of benefit related costs: $0 Administrative expenses: All administrative expenses are paid through the Pension Trust and accounted for under reporting requirements under GASB Statement No. 68. Mortality rates – service retirees: 2019 Municipal Retirees of Texas Mortality Tables. The rates are projected on a fully generational basis with scale UMP. Mortality rates – disabled retirees: 2019 Municipal Retirees of Texas Mortality Tables with a 4 year set- forward for males and a 3 year set-forward for females. In addition, a 3.5% and 3% minimum mortality rate will be applied to reflect the impairment for younger members who become disabled for males and females, respectively. The rates are projected on a fully generational basis by Scale UMP to account for future mortality improvements subject to the floor. *The discount rate was based on the Fidelity Index’s “20-Year Municipal GO AA Index” rate as of December 31, 2019. Note: The actuarial assumptions used in the December 31, 2019 valuation were based on the results of an actuarial experience study for the period December 31, 2014 to December 31, 2018. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 66 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) TMRS Supplemental Death Benefits Fund (continued) Changes in the Total OPEB Liability Service cost 27,481$ Interest 23,199 Changes of benefit terms - Difference between expected and actual experience (60,356) Changes of assumptions 118,183 Benefit payments (6,107) Net change in total OPEB liability 102,400 Total OPEB liability - beginning 614,614 Total OPEB liability - ending 717,014$ Ending total OPEB liability is $717,014 as of December 31, 2019. Changes of assumptions reflect a change in the discount rate from 3.71% as of December 31, 2018 to 2.75% as of December 31, 2019. Sensitivity Analysis The following presents the total OPEB liability of the employer, calculated using the discount rate of 2.75%, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is 1 percentage point lower (1.75%) or 1 percentage point higher (3.75%) than the current rate. Note that the healthcare cost trend rate does not affect the total OPEB liability, so sensitivity to the healthcare cost trend rate is not shown. 1% Decrease to 1.75% Current Discount Rate Assumption 2.75% 1% Increase to 3.75% 877,038$ 717,014$ 594,412$ OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB Activity For the year ended September 30, 2020, the City recognized OPEB expense of $59,663 related to the TMRS Supplemental Death Benefit Fund and OPEB expense of $77,414 related to the City’s retiree healthcare plan for total OPEB expense of $137,077. As of September 30, 2020, the City reported deferred outflows of resources related to OPEB from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources Differences between expected and actual experience -$ (55,816)$ Changes in assumptions and other inputs 125,474 (29,901) Contributions made subsequent to the measurement date 3,603 - Total 129,077$ (85,717)$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 67 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) TMRS Supplemental Death Benefits Fund (continued) OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB Activity (continued) The $3,603 reported as deferred outflows of resources related to OPEB resulting from contributions subsequent to the measurement date will be recognized as a reduction of the total OPEB liability for the year ending September 30, 2021. Other amounts reported as deferred outflows and inflows of resources related to OPEB, excluding contributions subsequent to the measurement date, will be recognized in OPEB expenses as follows: Net Deferred Outflows (Inflows) of Resources 2021 8,983$ 2022 8,983 2023 8,983 2024 3,537 2025 6,692 Thereafter 2,579 Total 39,757$ Retiree Health Care Plan (RHCP) Plan Description The City’s defined benefit OPEB plan, City of Friendswood Retiree Health Care Plan (RHCP), provides OPEB through an implicit healthcare premium for retirees for all permanent full-time employees of the City. RHCP is a single-employer defined benefit OPEB plan administered by the City. At this time, no assets are accumulated in a trust to fund the future requirements of the RHCP. Benefits provided RHCP provides access to post retirement employees by offering a “blended premium” structure, that is, the overall health care premiums for active employees and non-Medicare retirees, are stated in terms of a single “blended premium”. The difference between the underlying retiree claims and the blended overall health care premium is referred to as an “implicit” subsidy. Because the underlying claims costs for a non-Medicare retiree are on average higher than the blended premium, there is a positive implicit subsidy for the non-Medicare retirees. Employees covered by benefit terms. At December 31, 2018, the following employees were covered by the benefit terms: Retirees and beneficiaries 6 Inactive, nonretired members 0 Active members 192 Total 198 CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 68 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) Retiree Health Care Plan (RHCP) (continued) Total OPEB Liability The City’s total OPEB liability of $1,107,657 was measured as of December 31, 2019, and was determined by an actuarial valuation as of December 31, 2018. Actuarial assumptions and methods The total OPEB liability in the December 31, 2018 actuarial valuation was determined using the following actuarial assumptions and other inputs, applied to all periods included in the measurement, unless otherwise specified: Valuation Date: December 31, 2018 Methods and Assumptions: Actuarial Cost Method: Individual Entry-Age Normal Discount Rate: 2.75% as of December 31, 2019 Inflation: 2.50% Salary Increases: 3.50% to 11.50%, including inflation Demographic Assumptions: Based on the experience study covering the four year period ending December 31, 2018 as conducted for the Texas Municipal Retirement System (TMRS) Mortality: For healthy retirees, the gender-distinct 2019 Municipal Retirees of Texas mortality tables are used. The rate are projected on a fully generational basis using the ultimate mortality improvement rates in the MP tables to account for future mortality improvements. Health Care Trend Rates: Initial rate of 7.20% declining to an ultimate rate of 4.25% after 15 years. Participation Rates: It was assumed 20% of employees retiring at the age of 50 or over would choose to receive retiree health care coverage through the City. Employees retiring before the age of 50 were assumed to decline coverage. Other Information: Notes: The discount rate changed from 3.71% as of December 31, 2018 to 2.75% as of December 31, 2019. Additionally, the demographic and salary increase assumptions were updated to reflect the 2019 TMRS Experience Study. Discount Rate For plans that do not have formal assets, the discount rate should equal the tax-exempt municipal bond rate based on an index of 20-year general obligation bonds with an average AA credit rating as of the measurement date. For the purpose of this valuation, the municipal bond rate is 2.75% (based on the daily rate closest to but not later than the measurement date of the Fidelity “20-Year Municipal GO AA Index”). The discount rate was 3.71% as of the prior measurement date. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 69 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) Retiree Health Care Plan (RHCP) (continued) Plan Assets There are no plan assets accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. Changes in the Total OPEB Liability Service cost 46,995$ Interest 36,314 Changes of benefit terms - Difference between expected and actual experience 8,768 Changes of assumptions 86,718 Benefit payments (52,896) Net change in total OPEB liability 125,899 Total OPEB liability - beginning 981,758 Total OPEB liability - ending 1,107,657$ The ending Total OPEB Liability was $1,107,657 as of December 31, 2019. Changes of assumptions reflect a change in the discount rate from 3.71% as of December 31, 2018 to 2.75% as of December 31, 2019, and minor updates to the health care trend assumption. Sensitivity of the total OPEB liability to changes in the discount rate The following presents the plan’s total OPEB liability, calculated using a discount rate of 2.75%, as well as what the plan’s total OPEB liability would be if it were calculated using a discount rate that is one percent lower or one percent higher: 1% Decrease to 1.75% Current Discount Rate Assumption 2.75% 1% Increase to 2.75% 1,215,878$ 1,107,657$ 1,009,060$ Sensitivity of the total OPEB liability to changes in the healthcare cost trend rates The following presents the plan’s total OPEB liability, calculated using the assumed trend rates as well as what the plan’s total OPEB liability would be if it were calculated using a trend rate that is one percent lower or one percent higher: 1% Decrease Current Healthcare Cost Trend Rate Assumption 1% Increase 968,821$ 1,107,657$ 1,273,696$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 70 Fiscal Year 2020 Annual Report Note 8. Post Employee Benefits Other Than Pensions (continued) Retiree Health Care Plan (RHCP) (continued) OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended September 30, 2020, the City recognized OPEB expense of $77,414 related to the City’s retiree healthcare plan and OPEB expense of $59,663 related to the TMRS Supplemental Death Benefit Fund for a total OPEB expense of $137,077. At September 30, 2020, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources Differences between expected and actual experience 11,009$ (169,240)$ Changes assumptions 119,002 - Contributions subsequent to the measurement date 36,076 - Total 166,087$ (169,240)$ The $36,076 reported as deferred outflows of resources related to OPEB resulting from contributions subsequent to the measurement date will be recognized as a reduction of the total OPEB liability for the year ending September 30, 2021. Other amounts reported as deferred outflows and inflows of resources related to OPEB, excluding contributions subsequent to the measurement date, will be recognized in OPEB expenses as follows: Fiscal Year Net Deferred Outflows (Inflows) of Resources 2021 (5,895)$ 2022 (5,895) 2023 (5,895) 2024 (5,895) 2025 (5,895) Thereafter (9,754) Total (39,229)$ CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 71 Fiscal Year 2020 Annual Report Note 9. Commitments and Contingencies Southeast Water Purification Plant The City has entered into a contract with the City of Houston for construction, operating and maintaining a water purification plant known as Southeast Water Purification Plant. The City’s pro rata share of the actual pumping construction costs is 1.33 percent. The City began receiving water from the plant on October 15, 1990. The City is billed on a monthly basis for the actual gallons of water received times the City’s pro rata share of actual costs. At the end of each quarter, the City of Houston computes the total operation and maintenance expenses for the quarter just ended, recalculates the cost per one thousand gallons, and adjusts previous billings on the next invoice. The relationship of the parties is of a fiduciary character, no partnership or joint venture is created by this contract. Blackhawk Regional Wastewater Treatment Facility On December 12, 1974, the City entered into an agreement with Gulf Coast Waste Disposal Authority to construct the Blackhawk Regional Wastewater Treatment Facility. The Blackhawk Wastewater Treatment Facility was constructed in the early 1980s and is a regional wastewater treatment plant serving MUD 55, Baybrook MUD 1, City of Houston and the City of Friendswood. The plant has a capacity of 9.25 million gallons per day (MGD) and is operated and maintained by Gulf Coast Waste Disposal Authority. Friendswood is the majority owner having 52.465% or 4.853 MGD of its capacity. As a part of the contract with Gulf Coast Waste Disposal Authority, the City and all participants pay their share of operational costs and expenses (direct and indirect) incurred monthly at the Blackhawk Wastewater Treatment Facility based upon actual flows. This includes the maintenance of the plant and the creation and maintenance of reasonable reserves for repairs and other contingencies. Capital expenditures on the other hand shall be the responsibility of all participants based upon their purchased capacity in the plant. For Friendswood, that equates to 52.465% for capital projects identified and approved at the plant. Federal and State Programs The City recognizes grant monies received as reimbursement for costs incurred in certain federal and state programs it administers as revenue. Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of expenditures which may be disallowed by the grantor cannot be determined at this time although the City expects such amounts, if any, to be immaterial. Risk Management The City 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 City’s risk management program encompasses obtaining property and liability insurance through Texas Municipal League (TML), an Intergovernmental Risk Pool. The City has not had any significant reduction in insurance coverage and the amounts of insurance settlements have not exceeded insurance coverage for any of the last three years. The participation of the City in TML is limited to payment of premiums. During the year ended September 30, 2020, the City paid premiums to TML for provision of various liability, property and casualty insurance. The City has various deductible amounts ranging from $500 to $5,000 on various policies. CITY OF FRIENDSWOOD, TEXAS NOTES TO THE FINANCIAL STATEMENTS (continued) 72 Fiscal Year 2020 Annual Report Note 9. Commitments and Contingencies (continued) The City also provides workers’ compensation insurance on its employees through TML. Workers’ compensation is subject to change when audited by TML. At year-end, September 30, 2020, the City believed the amounts paid on workers’ compensation would not change significantly from the amounts recorded. During the year ended September 30, 2020, employees of the City were covered by a health and dental insurance plan. The City pays 90% of the monthly premium of employees choosing individual coverage only. The City pays 70% of the monthly premium for employees choosing to cover themselves and their dependents. Note 10. Subsequent Events In preparing the financial statements, the City has evaluated events and transactions for potential recognition or disclosure through March 22, 2021, the date on which the financial statements were available to be issued. On January 31, 2020, the Secretary of the United States Health and Human Services Department declared a public health emergency for the United States and on March 13, 2020, the President of the United States declared the outbreak of COVID-19 in the United States a national emergency. On March 13, 2020, the Governor of Texas (the “Governor”) declared a state of disaster for all counties in Texas in response to the COVID-19, which disaster declaration he has subsequently extended. In addition, certain local officials, including the County Judge of Galveston County, also declared a local state of disaster. The full extent of the ongoing impact of COVID-19 on the City’s fiscal year 2021 and longer-term operational and financial performance will depend on future developments, many of which are outside of its control, including the effectiveness of the mitigation strategies related to COVID-19, the duration and spread of COVID-19, and future governmental actions, all of which are highly uncertain and cannot be predicted. On February 4, 2021, the City issued $13,690,000 of waterworks and sewer system revenue bonds to make certain extensions and improvements to the system, to fund a deposit to the reserve fund, and to pay the costs of issuance of the bonds. The interest rates on the bonds are 3.0% - 4.0% and the maturity date is March 1, 2041. 73 Fiscal Year 2020 Annual Report REQUIRED SUPPLEMENTARY INFORMATION 74 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 1 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Revenues Property taxes 16,126,914$ 16,126,914$ 15,518,951$ (607,963)$ Sales and alcohol taxes 6,653,782 6,653,782 7,097,134 443,352 Franchise taxes 2,155,318 2,155,318 2,142,660 (12,658) Fines and forfeitures 788,580 788,580 690,913 (97,667) Permits and fees 1,663,999 1,663,999 1,426,880 (237,119) Intergovernmental 599,200 605,890 2,983,424 2,377,534 Investment earnings 237,790 237,790 197,606 (40,184) Donations 17,750 68,018 59,473 (8,545) Miscellaneous 11,240 13,737 112,876 99,139 Total Revenues 28,254,573 28,314,028 30,229,917 1,915,889 Expenditures General government: Mayor and council - governing body: Supplies and maintenance 8,750 8,250 3,471 4,779 Other services and charges 81,850 86,453 47,097 39,356 Total governing body 90,600 94,703 50,568 44,135 Mayor and council - city attorney: Personnel services 257,278 257,278 231,376 25,902 Supplies 450 450 176 274 Other services and charges 20,730 20,730 4,236 16,494 Total city attorney 278,458 278,458 235,788 42,670 City manager - administration: Personnel services 693,801 783,300 782,876 424 Supplies 21,780 27,406 21,102 6,304 Other services and charges 76,100 61,577 21,339 40,238 Total administration 791,681 872,283 825,317 46,966 City manager - economic development: Personnel services 174,767 269,841 269,769 72 Supplies 7,000 1,960 938 1,022 Other services and charges 73,320 95,340 91,506 3,834 Total economic development 255,087 367,141 362,213 4,928 City secretary - municipal clerk: Personnel services 336,816 340,556 339,904 652 Supplies 5,740 4,532 3,978 554 Other services and charges 17,970 18,840 14,037 4,803 Total municipal clerk 360,526 363,928 357,919 6,009 Budgeted Amounts 75 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 2 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) General government (continued): City secretary - election services: Supplies 1,210$ 1,210$ 168$ 1,042$ Other services and charges 34,330 34,330 26,699 7,631 Total election services 35,540 35,540 26,867 8,673 City secretary - records management: Personnel services 138,448 135,316 125,045 10,271 Supplies 970 1,958 1,668 290 Other services and charges 23,220 22,212 16,851 5,361 Total records management 162,638 159,486 143,564 15,922 Administrative services - finance: Personnel services 990,393 995,939 993,302 2,637 Supplies 9,050 14,097 5,224 8,873 Other services and charges 124,210 113,874 90,901 22,973 Total finance 1,123,653 1,123,910 1,089,427 34,483 Administrative services - other admin: Other services and charges 217,900 217,900 157,309 60,591 Total other admin 217,900 217,900 157,309 60,591 Administrative services - municipal court: Personnel services 380,873 385,279 385,128 151 Supplies 5,780 5,964 5,357 607 Other services and charges 32,530 28,124 18,577 9,547 Total municipal court 419,183 419,367 409,062 10,305 Human resources - administration: Personnel services 390,869 390,869 392,253 (1,384) Supplies 11,700 14,831 10,966 3,865 Other services and charges 78,860 72,608 20,535 52,073 Total administration 481,429 478,308 423,754 54,554 Human resources - insurance: Other services and charges 207,241 207,241 218,137 (10,896) Total insurance 207,241 207,241 218,137 (10,896) Budgeted Amounts 76 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 3 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) General government (continued): Human resources - risk management: Personnel services 140,089$ 140,089$ 140,554$ (465)$ Supplies 10,960 11,002 7,191 3,811 Other services and charges 28,880 28,880 14,156 14,724 Total risk management 179,929 179,971 161,901 18,070 Information technology - administration: Personnel services 567,473 567,473 583,202 (15,729) Supplies 92,750 114,927 58,101 56,826 Repairs and maintenance 71,280 64,625 27,832 36,793 Other services and charges 550,690 642,772 518,744 124,028 Total administration 1,282,193 1,389,797 1,187,879 201,918 Total general government 5,886,058 6,188,033 5,649,705 538,328 Public Safety: Police department - administration: Personnel services 816,166 816,166 655,762 160,404 Supplies 32,240 33,476 19,997 13,479 Repairs and maintenance 33,500 20,356 1,181 19,175 Other services and charges 94,730 94,730 74,081 20,649 Total administration 976,636 964,728 751,021 213,707 Police department - communications: Personnel services 1,157,762 1,177,547 1,176,708 839 Supplies 9,700 11,263 6,800 4,463 Repairs and maintenance 36,250 36,250 24,240 12,010 Other services and charges 18,390 20,906 7,416 13,490 Total communications 1,222,102 1,245,966 1,215,164 30,802 Police department - patrol: Personnel services 6,040,149 5,986,775 5,832,930 153,845 Supplies 307,840 383,755 319,403 64,352 Repairs and maintenance 202,460 203,841 146,813 57,028 Other services and charges 499,460 508,885 474,539 34,346 Total patrol 7,049,909 7,083,256 6,773,685 309,571 Police department - patrol - DOT program: Personnel services 102,135 102,135 32,020 70,115 Supplies 4,730 4,730 2,831 1,899 Repairs and maintenance 1,000 1,000 - 1,000 Other services and charges 16,940 13,940 9,804 4,136 Total patrol - DOT program 124,805 121,805 44,655 77,150 Budgeted Amounts 77 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 4 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Public Safety (continued): Police department - criminal investigation: Personnel services 1,796,464$ 1,796,509$ 1,671,543$ 124,966$ Supplies 61,610 74,623 56,725 17,898 Repairs and maintenance 50,600 50,095 23,318 26,777 Other services and charges 115,330 110,830 93,421 17,409 Total criminal investigation 2,024,004 2,032,057 1,845,007 187,050 Police department - animal control: Personnel services 315,135 331,279 329,617 1,662 Supplies 31,250 31,850 19,654 12,196 Repairs and maintenance 12,000 12,000 3,745 8,255 Other services and charges 70,460 77,726 52,033 25,693 Total animal services 428,845 452,855 405,049 47,806 Fire marshal - administration: Personnel services 790,473 790,473 783,701 6,772 Supplies 29,750 34,725 33,092 1,633 Repairs and maintenance 7,050 4,951 4,802 149 Other services and charges 59,430 56,923 51,899 5,024 Total administration 886,703 887,072 873,494 13,578 Fire marshal - emergency management: Personnel services 73,772 75,979 75,952 27 Supplies 26,550 17,217 11,004 6,213 Repairs and maintenance 3,000 11,278 9,599 1,679 Other services and charges 44,230 35,952 25,581 10,371 Total emergency management 147,552 140,426 122,136 18,290 Fire marshal - fire/ems administration: Other services and charges 1,478,300 1,478,300 1,709,237 (230,937) Total fire/ems administration 1,478,300 1,478,300 1,709,237 (230,937) Fire marshal - storm: Personnel services - - 19,970 (19,970) Supplies - - 46,683 (46,683) Total storm - - 66,653 (66,653) Fire marshal - public safety health: Personnel services - - 4,442 (4,442) Supplies - - 237,116 (237,116) Other services and charges - - 106,682 (106,682) Total public safety health - - 348,240 (348,240) Total public safety 14,338,856 14,406,465 14,154,341 252,124 Budgeted Amounts 78 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 5 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Public Works: Administration: Personnel services 236,142$ 238,910$ 237,971$ 939$ Supplies 3,650 7,889 6,968 921 Other services and charges 13,970 11,227 2,087 9,140 Total administration 253,762 258,026 247,026 11,000 Streets: Personnel services 803,312 803,312 641,146 162,166 Supplies 94,530 99,205 86,828 12,377 Repairs and maintenance 135,000 112,512 69,432 43,080 Other services and charges 425,050 498,532 534,171 (35,639) Total streets 1,457,892 1,513,561 1,331,577 181,984 Drainage: Personnel services 300,967 300,967 293,417 7,550 Supplies 11,890 12,640 9,661 2,979 Repairs and maintenance 51,800 55,290 24,135 31,155 Other services and charges 22,470 23,080 17,913 5,167 Total drainage 387,127 391,977 345,126 46,851 Total public works 2,098,781 2,163,564 1,923,729 239,835 Engineering: Capital projects administration: Personnel services 339,802 339,802 378,401 (38,599) Supplies 12,480 27,669 22,629 5,040 Repairs and maintenance 4,500 4,500 622 3,878 Other services and charges 30,270 49,326 33,324 16,002 Total capital projects administration 387,052 421,297 434,976 (13,679) Total engineering 387,052 421,297 434,976 (13,679) Community development: Administration: Personnel services 329,888 341,083 340,949 134 Supplies 7,980 8,580 7,000 1,580 Other services and charges 21,760 21,760 8,122 13,638 Total administration 359,628 371,423 356,071 15,352 Budgeted Amounts 79 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 6 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Community development (continued): Planning and zoning: Personnel services 306,330$ 295,135$ 270,474$ 24,661$ Supplies 2,600 7,600 5,290 2,310 Other services and charges 79,350 73,750 60,929 12,821 Total planning and zoning 388,280 376,485 336,693 39,792 Inspection and code enforcement: Personnel services 409,202 412,032 410,090 1,942 Supplies 11,060 11,060 7,061 3,999 Repairs and maintenance 3,800 3,000 1,727 1,273 Other services and charges 55,260 53,230 27,924 25,306 Total inspection and code enforcement 479,322 479,322 446,802 32,520 Total community development 1,227,230 1,227,230 1,139,566 87,664 Parks and recreation: Administration: Personnel services 258,485 271,992 271,887 105 Supplies 4,350 9,816 9,680 136 Repairs and maintenance 33,130 30,409 22,928 7,481 Total drainage 295,965 312,217 304,495 7,722 Recreation programs: Personnel services 306,661 306,661 305,625 1,036 Supplies 20,650 21,189 21,053 136 Other services and charges 109,340 119,940 104,076 15,864 Total recreation programs 436,651 447,790 430,754 17,036 July 4th program: Personnel services 29,543 29,543 512 29,031 Supplies 4,150 5,341 5,180 161 Other services and charges 80,580 76,029 17,365 58,664 Total July 4th program 114,273 110,913 23,057 87,856 Summer day camp program: Personnel services 111,332 111,332 0 111,332 Supplies 15,450 15,450 3,710 11,740 Other services and charges 43,950 43,950 139 43,811 Total summer day camp program 170,732 170,732 3,849 166,883 Budgeted Amounts 80 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 7 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Parks and recreation (continued): Keep Friendswood Beautiful committee: Supplies 14,680$ 19,023$ 18,913$ 110$ Repairs and maintenance 5,000 4,312 2,672 1,640 Other services and charges 23,130 36,462 31,819 4,643 Total Keep Friendswood Beautiful committee 42,810 59,797 53,404 6,393 Stevenson Park pool: Personnel services 67,021 67,021 33,324 33,697 Supplies 25,450 26,870 26,584 286 Repairs and maintenance 4,500 6,580 6,229 351 Other services and charges 27,840 29,840 26,828 3,012 Total Stevenson park pool 124,811 130,311 92,965 37,346 Senior activity center: Personnel services 174,925 174,925 173,154 1,771 Supplies 10,890 14,896 12,658 2,238 Repairs and maintenance 2,000 2,000 1,311 689 Other services and charges 17,680 17,030 8,600 8,430 Total senior activity center 205,495 208,851 195,723 13,128 Park operations: Personnel services 753,406 742,086 631,365 110,721 Supplies 91,780 67,842 62,525 5,317 Repairs and maintenance 169,100 162,417 150,158 12,259 Other services and charges 524,250 553,864 476,915 76,949 Total parks operations 1,538,536 1,526,209 1,320,963 205,246 Facility operations: Supplies 32,000 44,539 40,631 3,908 Repairs and maintenance 171,000 189,473 187,026 2,447 Other services and charges 847,280 893,880 773,654 120,226 Total facility operations 1,050,280 1,127,892 1,001,311 126,581 Total parks and recreation 3,979,553 4,094,712 3,426,521 668,191 Library: Administration: Personnel services 1,074,142 1,074,142 1,022,131 52,011 Supplies 154,470 168,592 132,496 36,096 Repairs and maintenance 440 545 545 - Other services and charges 23,080 46,856 27,117 19,739 Total administration 1,252,132 1,290,135 1,182,289 107,846 Total library 1,252,132 1,290,135 1,182,289 107,846 Budgeted Amounts 81 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Page 8 of 8 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL (WITH VARIANCES) GENERAL FUND For the Year Ended September 30, 2020 Variance with Final budget - Actual Positive Original Final Amounts (Negative) Capital improvements: Capital outlay 948,500$ 3,586,365$ 2,094,024$ 1,492,341$ Total capital improvements 948,500 3,586,365 2,094,024 1,492,341 Total Expenditures 30,118,162 33,377,801 30,005,151 3,372,650 Excess (deficiency) of revenues over expenditures (1,863,589) (5,063,773) 224,766 5,288,539 Other Financing Sources (Uses) Insurance recoveries - 6,380 8,548 2,168 Sale of capital assets - 7,000 11,568 4,568 Issuance of capital lease - 1,012,873 1,019,000 6,127 Transfers in 1,379,267 1,461,704 1,461,704 - Transfers out - (74,325) (77,051) (2,726) Total Other Financing Sources (Uses)1,379,267 2,413,632 2,423,769 10,137 Net change in fund balances (484,322) (2,650,141) 2,648,535 5,298,676 Fund balances - beginning 14,223,489 14,223,489 14,223,489 - Fund balances - ending 13,739,167$ 11,573,348$ 16,872,024$ 5,298,676$ Budgeted Amounts CITY OF FRIENDSWOOD, TEXAS Page 1 of 2 NOTES TO BUDGETARY SCHEDULE For the Year Ended September 30, 2020 82 Fiscal Year 2020 Annual Report Budgetary Basis of Accounting Annual budgets are adopted on a basis consistent with generally accepted accounting principles. Budgetary Information The City’s Code of Ordinances establishes the following framework for the preparation and format of the City’s annual budget: Content The budget shall provide a complete financial plan of all City funds and activities and, except as required by law or this Charter, shall be in such form as the City Manager deems desirable or the Council may require. The budget shall begin with a clear general summary of its contents; shall show in detail all estimated income, the proposed property tax levy, and all proposed expenditures for the ensuing fiscal years, including debt service and an itemized estimate of the expense of conducting each Department of the City. The proposed budget expenditures shall not exceed the total of estimated income. It shall also include, in separate sections: 1)Tax levies, rates and collections for the preceding five years. 2)The amount required for interest on the City’s debts, for sinking fund and for maturing serial bonds. 3)The total amount of outstanding City debts, with a schedule of maturities on bond issues. 4)Anticipated net surplus of deficit for the ensuing fiscal year of each utility owned or operated by the City and the proposed method of its disposition, subsidiary budgets for each such utility giving detailed income and expenditure information shall be attached as appendices to the budget. 5)A capital program, which may be revised and extended each year to indicate capital improvements pending or in process of construction or acquisition, and shall include the following items which shall be attached as appendices to the budget: a)A summary of proposed programs; b)A list of all capital improvements which are proposed to be undertaken during the five fiscal years next ensuing, with appropriate supporting information as to the necessity for such improvements; c)Cost estimates, method of financing and recommended time schedules from each such improvement; and d)The estimated annual cost of operating and maintaining the facilities to bid constructed or acquired. 6)Such other information as may be required by the Council. Submission On or before the first day of August of each year, the City Manager shall submit to the Council a proposed budget and an accompanying message. The Council shall review the proposed budget and revise as deemed appropriate prior to general circulation for public hearing. CITY OF FRIENDSWOOD, TEXAS Page 2 of 2 NOTES TO BUDGETARY SCHEDULE For the Year Ended September 30, 2020 83 Fiscal Year 2020 Annual Report Public Notice and Hearing The Council shall post in the City Hall and publish in the official newspaper a general summary of their proposed budget and a notice stating: 1) The times and places where copies of the message and budget are available for inspection by the public; and 2) The time and place, not less than ten nor more than 30 days after such publication, for a public hearing on the budget. Amendment Before Adoption After the public hearing, the Council may adopt the budget with or without amendment. In amending the budget, it may add or increase programs or amounts and may delete or decrease any programs or amounts, except expenditures required by law or for debt service or for estimated cash deficit, provided that no amendment to the budget shall increase the authorized expenditures to an amount greater than the total of estimated income plus funds available from prior years. If the Council fails to adopt an annual budget before the start of the fiscal year to which it applies, appropriations of the last budget adopted shall be considered as adopted for the current fiscal year on a month to month, pro rata basis, until the annual budget is adopted. Adoption of the budget shall require an affirmative vote of at least a majority of all members of the Council. Adoption of the budget shall constitute appropriations of the amounts specified therein as expenditures from the funds indicated. Amendments After Adoption At any time during the fiscal year, the City Manager may transfer part or all of any unencumbered appropriation balance among programs within a department, division, or office, and, upon written request by the City Manager, the Council may be by ordinance transfer part or all of any unencumbered appropriation balance from one department, office, or agency to another. No appropriation for debt service may be reduced or transferred and no appropriation may be reduced below any amount required by law to be appropriated or by more than the amount of the unencumbered balance thereof. The City Council made supplemental budgetary appropriation changes during the fiscal year. The reported budgetary data has been revised for these amendments legally authorized during the year. Excess of Expenditures over Appropriations For the year ended September 30, 2020, expenditures exceeded appropriations in the following departments (the legal level of budgetary control): Fire marshal $613,962 Engineering $13,679 84 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF CHANGES IN NET PENSION LIABILITY AND RELATED RATIOS TEXAS MUNICIPAL RETIREMENT SYSTEM Last Six Measurement Years 2019 2018 2017 2016 2015 2014 A. Total pension liability 1. Service Cost 2,738,906$ 2,626,099$ 2,505,392$ 2,334,817$ 2,204,299$ 2,018,353$ 2. Interest (on the Total Pension Liability) 5,345,140 5,044,613 4,755,782 4,435,987 4,317,394 4,084,392 3. Difference between expected and actual experience 1,150,459 59,617 (60,180) 366,687 (1,032,789) (736,093) 4. Changes of assumptions 378,973 - - - 847,469 - 5. Benefit payments, including refunds of employee (3,210,157) (3,458,824) (2,505,921) (2,464,107) (2,256,734) (2,005,311) 6. Net change in total pension liability 6,403,321 4,271,505 4,695,073 4,673,384 4,079,639 3,361,341 7. Total pension liability – beginning 79,422,879 75,151,374 70,456,304 65,782,920 61,703,281 58,341,940 8. Total pension liability – ending 85,826,200 79,422,879 75,151,377 70,456,304 65,782,920 61,703,281 B. Plan fiduciary net position 1. Contributions – employer 2,395,398 2,305,344 2,182,093 2,037,849 1,998,038 1,867,782 2. Contributions – employee 1,068,692 1,025,248 987,399 923,896 886,669 829,598 3. Net investment income 10,053,454 (2,013,270) 8,104,390 3,672,583 79,202 2,868,842 4. Benefit payments, including refunds of employee contributions (3,210,157) (3,458,824) (2,505,921) (2,464,107) (2,256,734) (2,005,311) 5. Administrative Expense (56,778) (38,892) (41,987) (41,467) (48,239) (29,949) 6. Other (1,704) (2,032) (2,127) (2,234) (2,383) (2,462) 7. Net change in plan fiduciary net position 10,248,905 (2,182,426) 8,723,847 4,126,520 656,553 3,528,500 8. Plan fiduciary net position – beginning 64,996,779 67,179,205 58,455,358 54,328,838 53,672,285 50,143,785 9. Plan fiduciary net position – ending 75,245,684 64,996,779 67,179,205 58,455,358 54,328,838 53,672,285 C. Net pension liability (A.9 – B.9) 10,580,516$ 14,426,100$ 7,972,172$ 12,000,946$ 11,454,082$ 8,030,996$ D. Plan fiduciary net position as a percentage of the total pension liability 87.67% 81.84% 89.39% 82.97% 82.59% 86.98% E. Covered payroll 15,267,034$ 14,646,398$ 14,098,997$ 13,198,512$ 12,653,842$ 11,851,396$ F. Net position liability as a percentage of covered payroll 69.30% 98.50% 56.54% 90.93% 90.52% 67.76% Note: Ten years of data should be presented in this schedule but data was unavailable prior to 2014. 85 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF CITY CONTRIBUTIONS TEXAS MUNICIPAL RETIREMENT SYSTEM Last Seven Fiscal Years 2020 2019 2018 2017 2016 Actuarially required contributions 2,485,117$ 2,376,185$ 2,255,270$ 2,161,617$ 2,100,698$ Contributions in relation to the actuarially required contributions 2,485,117 2,376,185 2,255,270 2,161,617 2,100,698 Contribution deficiency (excess)-$ -$ -$ -$ -$ City's covered payroll 15,724,041$ 15,133,171$ 14,385,208$ 13,986,135$ 13,525,613$ Contributions as a percentage of covered payroll 15.80% 15.70% 15.68% 15.46% 15.53% 2015 2014 Actuarially required contributions 1,960,652$ 1,847,375$ Contributions in relation to the actuarially required contributions 1,960,652 1,847,375 Contribution deficiency (excess)-$ -$ City's covered payroll 12,423,310$ 11,781,281$ Contributions as a percentage of covered payroll 15.78% 15.68% Note: Ten years of data should be presented in this schedule but data was unavailable prior to 2014. 86 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS NOTES TO SCHEDULE OF CONTRIBUTIONS For the Year Ended September 30, 2020 Valuation Date: Actuarially determined contribution rates are calculated as of December 31 and become effective in January 13 months later. Methods and Assumptions Used to Determine Contribution Rates: Actuarial Cost Method Entry Age Normal Amortization Method Level Percentage of Payroll, Closed Remaining Amortization Period 26 years Asset Valuation Method 10 Year smoothed market; 12% soft corridor Inflation 2.50% Salary Increases 3.50% to 11.50% including inflation Investment Rate of Return 6.75% Retirement Age Experience-based table of rates that are specific to the City's plan of benefits. Last updated for the 2019 valuation pursuant to an experience study of the period 2014 – 2018 Mortality Post-retirement: 2019 Municipal Retirees of Texas Mortality Tables. The rates are projected on a fully generational basis with scale UMP. Pre-retirement: PUB (10) mortality tables, with the Public Safety table used for males and the General Employee table used for females. The rates are projected on a fully generational basis with scale UMP. Other Information: There were no benefit changes during the year. 87 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF CHANGES IN THE TOTAL OPEB LIABILITY AND RELATED RATIOS TEXAS MUNICIPAL RETIREMENT SYSTEM SUPPLEMENTAL DEATH BENEFITS FUND Last Three Measurement Years 2019 2018 2017 Service cost 27,481$ 30,757$ 26,788$ Interest 23,199 20,933 20,384 Difference between expected and actual experience (60,356) (7,425) - Changes of assumptions 118,183 (43,775) 49,777 Benefit payments ** (6,107) (5,859) (5,640) Net change in total OPEB liability 102,400 (5,369) 91,309 Total OPEB liability - beginning 614,614 619,983 528,674 Total OPEB liability - ending 717,014$ 614,614$ 619,983$ Covered payroll 15,267,034$ 14,646,398$ 14,098,997$ Total OPEB liability as a percentage of covered payroll 4.70% 4.20% 4.40% ** Due to the SDBF being considered an unfunded OPEB plan under GASB 75, benefit payments are treated as being equal to the employer's yearly contributions for retirees. Amounts presented are for each measurement year, which end the preceding December 31 of the City's fiscal year end. Total OPEB liability is calculated using a new methodology and will be presented prospectively in accordance with GASB 75. Ten years of data should be presented in this schedule but data was unavailable prior to 2017. Notes to Required Supplementary Information: Changes of assumptions: Changes of assumptions and other inputs reflect the effects of changes in the discount rate each period. The following are the discount rates used in each period: 2019 2.75% 2018 3.71% 88 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF CHANGES IN THE TOTAL OPEB LIABILITY AND RELATED RATIOS CITY OF FRIENDSWOOD RETIREE HEALTH CARE PLAN Last Three Measurement Years 2019 2018 2017 Service cost 46,995$ 53,919$ 44,637$ Interest 36,314 37,843 39,497 Difference between expected and actual experience 8,768 (214,124) 4,573 Changes of assumptions 86,718 7,071 51,765 Benefit payments (52,896) (38,566) (38,414) Net change in total OPEB liability 125,899 (153,857) 102,058 Total OPEB liability - beginning 981,758 1,135,615 1,033,557 Total OPEB liability - ending 1,107,657$ 981,758$ 1,135,615$ Covered payroll 15,267,037$ 14,646,402$ 12,035,859$ Total OPEB liability as a percentage of covered payroll 7.26% 6.70% 9.44% Total OPEB liability is calculated using a new methodology and will be presented prospectively in accordance with GASB 75. Ten years of data should be presented in this schedule but data was unavailable prior to 2017. Notes to Required Supplementary Information: Methods and Assumptions Used to Determine Contribution Rates: The demographic assumptions are based on the assumptions that were developed for the defined benefit plan in which the City participates (TMRS). The assumptions are based on the experience study covering the four year period ending December 31, 2014 as conducted for the Texas Municipal Retirement System (TMRS). Assumption changes: 1. The discount rate decreased from 3.71% as of December 31, 2018 to 2.75% as of December 31, 2019. This change increased the total OPEB liability. 2. The health care trend rates were updated to better reflect the plan’s anticipated experience. 89 Fiscal Year 2020 Annual Report COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES 90 Fiscal Year 2020 Annual Report NONMAJOR GOVERNMENTAL FUNDS The Special Revenue Funds are used to account for specific revenue sources (other than major capital projects) that are legally restricted to expenditures for specified purposes. Police Investigation Fund – This fund is used to account for revenues that are restricted to police investigation expenditures. Fire/EMS Donation Fund – This fund accounts for revenues that are restricted for Fire/EMS capital outlays and debt repayments. Municipal Court Fund – This fund accounts for revenues that are restricted for court technology and building security. In 1999, the state legislature authorized a court technology and court security fee for municipal court fines. In 2019, the state legislature authorized additional fees for truancy and jury services. 2017 Community Development Block Grant – Disaster Recovery – This fund is used to account for revenues that are restricted to the Community Block Grant – Disaster Recovery expenditures. Texas Water Development Board Flood Mitigation Acquisition Grant – This fund is used to account for revenues that are restricted for the FEMA Flood Mitigation Assistance Grant Program. The funds will be used for the acquisition and demolition of properties in flood-prone areas. Hazard Mitigation Grant Program – This fund is used to account for federal grants that are restricted to the acquisition and demolition of flood-prone residential structures located within the City. The Permanent Fund is used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes that support the City’s programs. 1776 Park Fund – This fund is used to account for assets held by the City in a trustee capacity and the earnings benefit this City Park. Capital Projects Funds are used to account for the acquisition and construction of major capital facilities. Sidewalk Installation Fund – This fund is used to account for receipts from developers to install sidewalks in neighborhood developments. Park Land Dedication Fund – This fund is used to account for receipts from developers to build or enhance neighborhood and community parks. Street Improvement Fund – This fund is used to record sales tax revenue collected for City’s streets maintenance and improvements. 91 Fiscal Year 2020 Annual Report MAJOR GOVERNMENTAL FUNDS Debt Service Funds are used to account for the accumulation of resources that are restricted, committed, or assigned for the repayment of principal and interest on long-term obligations of the governmental funds. Debt Service Fund – is used to account for the accumulation of resources for the payment of general long- term debt principal, interest and related costs. Capital Projects Funds are used to account for the acquisition and construction of major capital facilities. Bond Construction Fund – is used to account for the construction of public facilities, and park, street and drainage improvements that are funded by the proceeds from Permanent Improvement Bonds. 92 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS September 30, 2020 Police Investigation Fires/EMS Donation Municipal Court 2017 CDBG Harvey TWDB Flood Mitigation Acquisition Grant Assets Cash and cash equivalents 31,690$ 113,825$ 32,799$ 28,974$ 93,103$ Investments 186,565 691,993 202,138 176,148 566,017 Receivables, net of allowance: Taxes receivable - - - - - Customer accounts - 2,553 - - - Other receivables - - 3,573 - - Accrued interest 373 1,372 366 - - Due from other governments - - - - - Total Assets 218,628$ 809,743$ 238,876$ 205,122$ 659,120$ Liabilities and Fund Balances Liabilities: Accounts payable 17,272$ 48,936$ -$ -$ 581,120$ Retainage payable - - - - - Due to other funds - - - 208,716 1,775,663 Total Liabilities 17,272 48,936 - 208,716 2,356,783 Deferred Inflows of Resources: Unavailable revenue - - 3,753 - - Total Deferred Inflows - - 3,753 - - Fund Balances: Nonspendable: Permanent fund - - - - - Restricted: Municipal court operations - - 235,123 Public safety 201,356 760,807 - - - Capital projects - - - Unassigned - - - (3,594) (1,697,663) Total Fund Balances 201,356 760,807 235,123 (3,594) (1,697,663) Total Liabilities, deferred inflows of resources, and fund balances 218,628$ 809,743$ 238,876$ 205,122$ 659,120$ Special Revenue Funds 93 Fiscal Year 2020 Annual Report Permanent Capital Projects Funds HMGP Acquisition & Demolition Project 1776 Park Sidewalk Installation Park Land Dedication Street Improvement Total Nonmajor Governmental Funds 25,783$ 1,561$ 6,150$ 18,154$ 171,342$ 523,381$ 156,745 9,491 37,385 110,368 1,041,672 3,178,522 - - - - 306,732 306,732 - - - - 2,553 - - - - - 3,573 - 18 70 195 3,454 5,848 218,220 - - - - 218,220 400,748$ 11,070$ 43,605$ 128,717$ 1,523,200$ 4,238,829$ 181,024$ -$ -$ 2,600$ 866,750$ 1,697,702$ - - - - 179,220 179,220 345,210 - - - - 2,329,589 526,234 - - 2,600 1,045,970 4,206,511 - - - - - 3,753 - - - - - 3,753 - 11,070 - - - 11,070 - - - - 235,123 - - - - - 962,163 - 43,605 126,117 477,230 646,952 (125,486) - - - - (1,826,743) (125,486) 11,070 43,605 126,117 477,230 28,565 400,748$ 11,070$ 43,605$ 128,717$ 1,523,200$ 4,238,829$ 94 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the Year Ended September 30, 2020 Police Investigation Fires/EMS Donation Municipal Court 2017 CDBG Harvey TWDB Flood Mitigation Acquisition Grant Revenues Sales taxes -$ -$ -$ -$ -$ Fines and forfeitures 48,134 - 41,670 - - Permits and fees - - - - - Intergovernmental - - - - - Miscellaneous - 598,448 - - - Donations - 215,472 - - - Investment earnings 2,653 7,035 2,443 - - Total Revenues 50,787 820,955 44,113 - - Expenditures Current: General government - - 40,723 - - Public safety 31,589 120,934 - - - Public works - - - 3,594 22,050 Debt service: Principal - - - - - Interest and other charges - - - - - Capital outlay - 843,718 - - 1,675,613 Total Expenditures 31,589 964,652 40,723 3,594 1,697,663 Excess (deficiency) of revenues over (under) expenditures 19,198 (143,697) 3,390 (3,594) (1,697,663) Other Financing Sources (Uses) Transfers in - - - - - Sale of capital assets - 61,000 - - - Proceeds from capital lease - 772,015 - - - Total Other Financing Sources (Uses)- 833,015 - - - Net change in fund balances 19,198 689,318 3,390 (3,594) (1,697,663) Fund balances - beginning 182,158 71,489 231,733 - - Fund balances - ending 201,356$ 760,807$ 235,123$ (3,594)$ (1,697,663)$ Special Revenue Funds 95 Fiscal Year 2020 Annual Report Permanent HMGP Acquisition & Demolition Project 1776 Park Sidewalk Installation Park Land Dedication Street Improvement Total Nonmajor Governmental Funds - -$ -$ -$ 1,749,225$ 1,749,225$ - - - - - 89,804 - - 9,275 68,400 - 77,675 845,474 - - - - 845,474 - - - - - 598,448 - - - - - 215,472 - 184 446 959 30,219 43,939 845,474 184 9,721 69,359 1,779,444 3,620,037 - - - - - 40,723 - - - - - 152,523 65,019 - - - 3,943,786 4,034,449 - - - - - - - - - - - - 909,850 13,852 - 15,130 - 3,458,163 974,869 13,852 - 15,130 3,943,786 7,685,858 (129,395) (13,668) 9,721 54,229 (2,164,342) (4,065,821) 3,909 - - - - 3,909 - - - - - 61,000 - - - - - 772,015 3,909 - - - - 836,924 (125,486) (13,668) 9,721 54,229 (2,164,342) (3,228,897) - 24,738 33,884 71,888 2,641,572 3,257,462 (125,486)$ 11,070$ 43,605$ 126,117$ 477,230$ 28,565$ Capital Projects Funds 96 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL POLICE INVESTIGATION For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Fines and forfeitures -$ -$ 48,134$ 48,134$ Investment earnings 4,720 4,720 2,653 (2,067) Total Revenues 4,720 4,720 50,787 46,067 Expenditures Current: Public safety - 31,589 31,589 - Total Expenditures - 31,589 31,589 - Net change in fund balances 4,720 (26,869) 19,198 46,067 Fund balances - beginning 182,158 182,158 182,158 - Fund balances - ending 186,878$ 155,289$ 201,356$ 46,067$ 97 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL FIRE/EMS DONATION For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Donations 200,000$ 200,000$ 215,472$ 15,472$ Investment earnings 900 900 7,035 6,135 Miscellaneous - 103,000 598,448 495,448 Total Revenues 200,900 303,900 820,955 517,055 Expenditures Current: Public safety 72,000 125,000 120,934 4,066 Debt service: Principal 70,518 70,518 - 70,518 Interest and other charges 14,482 14,482 - 14,482 Capital outlay 43,900 887,618 843,718 43,900 Total Expenditures 200,900 1,097,618 964,652 132,966 Excess (deficiency) of revenues over expenditures - (793,718) (143,697) 650,021 Other Financing Sources (Uses) Sale of capital assets - 16,000 61,000 45,000 Proceeds from capital lease - 772,015 772,015 - Total Other Financing Sources (Uses)- 788,015 833,015 45,000 Net change in fund balances - (5,703) 689,318 695,021 Fund balances - beginning 71,489 71,489 71,489 - Fund balances - ending 71,489$ 65,786$ 760,807$ 695,021$ 98 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL MUNICIPAL COURT For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Fines and forfeitures 49,000$ 49,000$ 41,670$ (7,330)$ Investment earnings 3,280 3,280 2,443 (837) Total Revenues 52,280 52,280 44,113 (8,167) Expenditures Current: General government 53,087 53,087 40,723 12,364 Total Expenditures 53,087 53,087 40,723 12,364 Net change in fund balances (807) (807) 3,390 4,197 Fund balances - beginning 231,733 231,733 231,733 - Fund balances - ending 230,926$ 230,926$ 235,123$ 4,197$ 99 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL 1776 PARK For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Investment earnings 370$ 370$ 184$ (186)$ Total Revenues 370 370 184 (186) Expenditures Capital outlay - 13,852 13,852 - Total Expenditures - 13,852 13,852 - Net change in fund balances 370 (13,482) (13,668) (186) Fund balances - beginning 24,738 24,738 24,738 - Fund balances - ending 25,108$ 11,256$ 11,070$ (186)$ 100 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL SIDEWALK INSTALLATION For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Permits and fees -$ -$ 9,275$ 9,275$ Investment earnings 420 420 446 26 Total Revenues 420 420 9,721 9,301 Expenditures Current:- - - - Total Expenditures - - - - Net change in fund balances 420 420 9,721 9,301 Fund balances - beginning 33,884 33,884 33,884 - Fund balances - ending 34,304$ 34,304$ 43,605$ 9,301$ 101 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL PARK LAND DEDICATION For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Permit and fees 32,000$ 32,000$ 68,400$ 36,400$ Investment earnings 430 430 959 529 Total Revenues 32,430 32,430 69,359 36,929 Expenditures Current: Capital outlay - 31,060 15,130 15,930 Total Expenditures - 31,060 15,130 15,930 Net change in fund balances 32,430 1,370 54,229 52,859 Fund balances - beginning 71,888 71,888 71,888 - Fund balances - ending 104,318$ 73,258$ 126,117$ 52,859$ 102 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL STREET IMPROVEMENT For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Sales taxes 1,622,100$ 1,622,100$ 1,749,225$ 127,125$ Investment earnings 36,400 36,400 30,219 (6,181) Total Revenues 1,658,500 1,658,500 1,779,444 120,944 Expenditures Public works - 262,781 3,943,786 (3,681,005) Capital outlay - 2,793,634 - 2,793,634 Total Expenditures - 3,056,415 3,943,786 (887,371) Net change in fund balances 1,658,500 (1,397,915) (2,164,342) (766,427) Fund balances - beginning 2,641,572 2,641,572 2,641,572 - Fund balances - ending 4,300,072$ 1,243,657$ 477,230$ (766,427)$ 103 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL DEBT SERVICE For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Property taxes 3,319,901$ 3,319,901$ 3,204,801$ (115,100)$ Investment earnings 12,630 12,630 9,293 (3,337) Total Revenues 3,332,531 3,332,531 3,214,094 (118,437) Expenditures Debt service: Principal 2,211,498 2,221,257 2,221,257 - Interest and other charges 1,083,403 1,149,063 1,146,520 2,543 Total Expenditures 3,294,901 3,370,320 3,367,777 2,543 Excess (deficiency) of revenues over expenditures 37,630 (37,789) (153,683) (115,894) Other Financing Sources (Uses) Issuance of refunding bonds - 2,670,000 2,065,000 (605,000) Premium on bond issuance - 343,348 343,348 - Transfers in - 66,205 119,372 53,167 Transfers out - (631,875) (26,875) 605,000 Payments to refunding bond escrow agent - (2,372,259) (2,372,262) (3) Total Other Financing Sources - 75,419 128,583 53,164 Net change in fund balances 37,630 37,630 (25,100) (62,730) Fund balances - beginning 57,009 57,009 57,009 - Fund balances - ending 94,639$ 94,639$ 31,909$ (62,730)$ 104 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL BOND CONSTRUCTION For the Year Ended September 30, 2020 Original Budget Final Budget Actual Amounts Variance with Final Budget - Positive (Negative) Revenues Investment earnings 117,810$ 117,810$ 23,567$ (94,243)$ Miscellaneous - - 8,397 8,397 Total Revenues 117,810 117,810 31,964 (85,846) Expenditures Current: Public works - - 63,135 (63,135) Debt service: Bond issuance costs - 139,287 139,287 - Capital outlay - 9,949,003 7,313,288 2,635,715 Total Expenditures - 10,088,290 7,515,710 2,572,580 Excess (deficiency) of revenues over expenditures 117,810 (9,970,480) (7,483,746) 2,486,734 Other Financing Sources (Uses) Issuance of capital-related debt - 7,795,000 7,795,000 - Premium on issuance of bonds - 410,492 410,492 - Transfers out - (66,205) (119,372) (53,167) Total Other Financing Sources (Uses)- 8,139,287 8,086,120 (53,167) Net change in fund balances 117,810 (1,831,193) 602,374 2,433,567 Fund balances - beginning 2,278,662 2,278,662 2,278,662 - Fund balances - ending 2,396,472$ 447,469$ 2,881,036$ 2,433,567$ 105 Fiscal Year 2020 Annual Report STATISTICAL SECTION (Unaudited) 106 Fiscal Year 2020 Annual Report 107 Fiscal Year 2020 Annual Report STATISTICAL SECTION (Unaudited) This part of the City of Friendswood’s 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 government’s overall financial health. Contents Pages Financial Trends 108 These schedules contain trend information to help the reader understand how the government’s financial performance and well- being have changed over time. Revenue Capacity 118 These schedules contain information to help the reader assess the government’s most significant local revenue source, the property tax. Debt Capacity 123 These schedules present information to help the reader assess the affordability of the government’s current levels of outstanding debt and the government’s ability to issue additional debt in the future. Demographic and Economic Information 128 This schedule offers demographic and economic indicators to help the reader understand the environment within which the government’s financial activities take place. Operating Information 132 These schedules contain service and infrastructure data to help the reader understand how the information in the government’s financial report relates to the services the government provides and activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the annual comprehensive financial reports for the relevant year. 108 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS NET POSITION BY COMPONENT LAST TEN FISCAL YEARS (Accrual Basis of Accounting) 2020 2019 2018 2017 Governmental Activities Net investment in capital assets 68,990,597$ 66,823,023$ 68,320,682$ 72,631,192$ Restricted 4,606,124 4,003,468 4,085,999 2,534,312 Unrestricted 2,563,947 5,402,312 6,248,751 5,532,198 Total governmental activities net position 76,160,668$ 76,228,803$ 78,655,432$ 80,697,702$ Business-type activities Net investment in capital assets 32,242,803$ 27,038,046$ 27,088,280$ 29,305,429$ Restricted 2,186,731 1,982,666 582,697 260,703 Unrestricted 8,438,509 12,077,564 13,620,211 10,584,764 Total business-type activities net position 42,868,043$ 41,098,276$ 41,291,188$ 40,150,896$ Primary government Net investment in capital assets 101,233,400$ 93,861,069$ 95,408,962$ 101,936,621$ Restricted 6,792,855 5,986,134 4,668,696 2,795,015 Unrestricted 11,002,456 17,479,876 19,868,962 16,116,962 Total Primary government net positions 119,028,711$ 117,327,079$ 119,946,620$ 120,848,598$ 109 Fiscal Year 2020 Annual Report Table 1 2016 2015 2014 2013 2012 2011 73,588,484$ 73,611,490$ 65,404,791$ 65,056,180$ 65,582,783$ 66,580,049$ 1,405,907 1,179,764 653,496 718,275 872,869 922,874 5,579,677 5,901,505 10,798,907 9,565,406 8,828,132 8,227,254 80,574,068$ 80,692,759$ 76,857,194$ 75,339,861$ 75,283,784$ 75,730,177$ 28,322,718$ 26,628,714$ 24,495,816$ 22,961,547$ 25,618,823$ 26,251,346$ 99,006 27,468 90,395 176,882 786,600 731,410 10,238,993 12,040,181 14,818,104 16,790,183 13,032,798 11,373,311 38,660,717$ 38,696,363$ 39,404,315$ 39,928,612$ 39,438,221$ 38,356,067$ 101,911,202$ 100,240,204$ 89,900,607$ 88,017,727$ 91,201,606$ 92,831,395$ 1,504,913 1,207,232 743,891 895,157 1,659,469 1,654,284 15,818,670 17,941,686 25,617,011 26,355,589 21,860,930 19,600,565 119,234,785$ 119,389,122$ 116,261,509$ 115,268,473$ 114,722,005$ 114,086,244$ 110 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS CHANGES IN NET POSITION LAST TEN FISCAL YEARS (Accrual Basis of Accounting) 2020 2019 2018 2017 Expenses Governmental activities: General government 6,119,806$ 5,912,467$ 5,734,611$ 5,128,399$ Public safety 15,501,734 15,134,465 17,538,040 15,861,719 Public works 8,840,113 7,897,373 6,267,824 4,429,664 Engineering 434,976 - - - Community development 1,122,506 1,359,878 945,701 1,495,001 Parks and recreation 4,439,511 4,839,076 4,554,114 3,459,053 Library services 1,214,130 1,257,970 1,210,207 1,215,683 Interest and fiscal charges 1,055,889 923,350 953,509 953,146 Total government activities expenses 38,728,665 37,324,579 37,204,006 32,542,665 Business-type activities: Water and wastewater 12,071,159 11,507,880 9,019,197 8,502,218 Interest and other 1,733,123 1,579,182 1,029,715 1,086,278 Total business-type activities 13,804,282 13,087,062 10,048,912 9,588,496 Total primary government expenses 52,532,947$ 50,411,641$ 47,252,918$ 42,131,161$ Program Revenues Governmental activities: Charges for services: General government 930,686$ 751,112$ 861,271$ 1,004,968$ Public safety 871,714 811,768 868,761 35,007 Public works 222,337 236,352 213,042 242,184 Community development 9,275 6,841 - 1,036,741 Parks and recreation 181,709 341,560 344,064 387,915 Library services - - - 30,600 Operating grants and contributions 3,430,645 1,842,704 4,924,228 2,591,025 Capital grants and contributions 708,306 - - 219,808 Total Governmental activities program revenues:6,354,672 3,990,337 7,211,366 5,548,248 Business-type activities: Charges for services: Water and wastewater 16,638,758 13,669,552 12,183,711 12,295,441 Operating grants and contributions 22,602 - - - Total business-type activities program revenues 16,661,360 13,669,552 12,183,711 12,295,441 Total primary government program revenues 23,016,032$ 17,659,889$ 19,395,077$ 17,843,689$ Net (Expense) Revenues Governmental activities (32,373,993)$ (33,334,242)$ (29,992,640)$ (26,994,417)$ Business-type activities 2,857,078 582,490 2,134,799 2,706,945 Total primary government net expense (29,516,915)$ (32,751,752)$ (27,857,841)$ (24,287,472)$ 111 Fiscal Year 2020 Annual Report Table 2 Page 1 of 2 2016 2015 2014 2013 2012 2011 4,736,867$ 5,410,643$ 4,589,795$ 4,679,339$ 4,737,702$ 4,876,064$ 13,101,691 11,763,659 11,236,402 10,800,130 10,736,805 10,548,568 4,429,482 3,933,288 3,921,658 4,385,090 3,738,111 3,517,707 - - - - - - 1,577,813 1,406,288 1,097,075 1,207,264 1,520,401 1,284,188 3,080,453 2,869,345 3,356,587 3,260,931 3,227,731 3,058,313 1,134,859 1,026,967 1,093,043 1,002,801 1,004,303 979,978 862,654 730,614 630,542 703,275 757,011 871,790 28,923,819 27,140,804 25,925,102 26,038,830 25,722,064 25,136,608 7,975,920 7,629,711 7,995,106 7,681,366 6,902,279 6,955,505 1,642,723 1,524,276 1,514,804 1,590,395 1,638,495 1,644,074 9,618,643 9,153,987 9,509,910 9,271,761 8,540,774 8,599,579 38,542,462$ 36,294,791$ 35,435,012$ 35,310,591$ 34,262,838$ 33,736,187$ 1,002,022$ 807,245$ 912,910$ 989,190$ 1,167,619$ 1,158,392$ 28,760 30,275 31,620 34,944 39,661 39,914 174,568 190,099 193,064 186,504 171,890 158,858 949,011 843,648 877,132 825,366 730,211 643,150 286,727 280,046 315,702 316,047 271,912 267,837 27,532 33,699 36,081 36,686 39,543 43,147 800,151 660,633 843,995 644,458 648,058 3,150,808 318,657 3,225,672 1,202,376 543,763 527,288 - 3,587,428 6,071,317 4,412,880 3,576,958 3,596,182 5,462,106 11,319,801 11,020,029 11,117,391 11,462,779 11,258,216 12,726,936 - - - - - - 11,319,801 11,020,029 11,117,391 11,462,779 11,258,216 12,726,936 14,907,229$ 17,091,346$ 15,530,271$ 15,039,737$ 14,854,398$ 18,189,042$ (25,336,391)$ (21,069,487)$ (21,502,222)$ (22,461,872)$ (22,126,882)$ (19,674,502)$ 1,701,158 1,866,042 1,607,481 2,191,018 2,717,442 4,127,357 (23,635,233)$ (19,203,445)$ (19,894,741)$ (20,270,854)$ (19,409,440)$ (15,547,145)$ 112 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS CHANGES IN NET POSITION LAST TEN FISCAL YEARS (Accrual Basis of Accounting) 2020 2019 2018 2017 General Revenues and Other Changes in Net Position Governmental activities: Taxes: Property taxes 18,731,549$ 18,111,247$ 17,608,094$ 17,270,647$ Sales taxes 8,846,359 8,407,249 7,965,662 6,482,367 Franchise and other taxes 2,142,660 2,054,395 1,617,121 1,661,654 Other - - - - Investment earnings 880,606 526,867 321,468 187,001 Gain (loss) on disposal of capital assets - - - 25,999 Miscellaneous 269,855 351,165 263,245 131,639 Transfers 1,434,829 1,456,690 1,554,849 1,358,744 Total governmental activities 32,305,858 30,907,613 29,330,439 27,118,051 Business-type activities: Investment earnings 347,518 681,288 200,449 141,978 Gain (loss) on disposal of capital assets - - - - Miscellaneous - - - - Transfers (1,434,829) (1,456,690) (1,554,849) (1,358,744) Total business-type activities (1,087,311) (775,402) (1,354,400) (1,216,766) Total primary government 31,218,547 30,132,211 27,976,039 25,901,285 Change in Net Position Governmental activities (68,135) (2,426,629) (662,201) 123,634 Business-type activities 1,769,767 (192,912) 780,399 1,490,179 Total primary government 1,701,632$ (2,619,541)$ 118,198$ 1,613,813$ 113 Fiscal Year 2020 Annual Report Table 2 Page 2 of 2 2016 2015 2014 2013 2012 2011 16,350,101$ 15,574,684$ 14,864,284$ 14,630,961$ 14,165,599$ 13,944,725$ 5,393,920 5,291,186 4,693,484 4,293,794 3,907,577 4,002,740 1,779,234 1,726,557 1,673,615 1,583,258 1,556,556 1,598,407 - - 32,799 24,974 23,356 28,883 149,003 79,071 109,849 88,510 137,202 110,863 19,564 - 34,359 43,788 17,601 23,831 128,813 108,306 84,275 78,682 147,457 126,228 1,397,065 1,226,205 1,799,344 1,773,982 1,725,141 (5,336,312) 25,217,700 24,006,009 23,292,009 22,517,949 21,680,489 14,499,365 95,825 49,138 40,713 37,565 82,853 55,163 7,569 - - - 7,000 - - 7,839 - 35,790 - - (1,397,065) (1,226,205) (1,799,344) (1,773,982) (1,725,141) 5,336,312 (1,293,671) (1,169,228) (1,758,631) (1,700,627) (1,635,288) 5,391,475 23,924,029 22,836,781 21,533,378 20,817,322 20,045,201 19,890,840 (118,691) 2,936,522 1,789,787 56,077 (446,393) (5,175,137) 407,487 696,814 (151,150) 490,391 1,082,154 9,518,832 288,796$ 3,633,336$ 1,638,637$ 546,468$ 635,761$ 4,343,695$ 114 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS FUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (Modified Accrual Basis of Accounting) 2020 2019 2018 2017 General fund Reserved -$ -$ -$ -$ Unreserved - - - - Nonspendable 255,796 378,736 371,610 434,750 Restricted 650,424 727,704 631,971 667,271 Committed - - - - Assigned 2,591,745 2,508,234 4,229,725 2,893,697 Unassigned 13,374,059 10,608,815 9,052,000 9,547,039 Total General Fund 16,872,024 14,223,489 14,285,306 13,542,757 All Other Governmental Funds Reserved - - - - Unreserved, reported in: Special revenue funds - - - - Permanent fund - - - - Nonspendable 11,070 24,738 24,307 31,869 Restricted 4,757,183 5,568,395 9,304,724 8,464,859 Unassigned (1,826,743) - - - Total Other Governmental Funds 2,941,510 5,593,133 9,329,031 8,496,728 Total Fund Balances of Governmental Funds 19,813,534$ 19,816,622$ 23,614,337$ 22,039,485$ Note: In 2011, the City implemented GASB 54 which replaced the categories that previously had been used to classify fund balance. The City did not retroactively apply the provisions of this statement to previous years fund balance date. 115 Fiscal Year 2020 Annual Report Table 3 2016 2015 2014 2013 2012 2011 -$ -$ -$ -$ -$ -$ - - - - - - 646,778 822,226 143,201 122,927 99,874 220,151 626,229 518,119 400,411 281,826 173,015 97,728 3,612 685,486 - - - - 2,706,897 2,773,419 1,421,875 487,201 434,931 1,085,527 9,776,031 8,760,424 10,554,183 9,714,206 9,379,399 7,511,998 13,759,547 13,559,674 12,519,670 10,606,160 10,087,219 8,915,404 - - - - - - - - - - - - - - - - - - 31,721 31,378 31,241 31,137 31,027 30,869 8,165,349 6,539,985 666,317 995,269 2,184,855 4,162,423 (193,750) - (239,078) - - 8,003,320 6,571,363 458,480 1,026,406 2,215,882 4,193,292 21,762,867$ 20,131,037$ 12,978,150$ 11,632,566$ 12,303,101$ 13,108,696$ 116 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS CHANGES INFUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (Modified Accrual Basis of Accounting) 2020 2019 2018 2017 Revenues Taxes 29,712,771$ 28,389,651$ 27,247,421$ 25,509,760$ Fines and forfeitures 780,717 866,812 957,671 1,023,556 Permits and fees 1,504,555 1,483,554 1,566,656 1,708,357 Intergovernmental 3,828,898 1,576,838 4,398,836 1,763,974 Investment earnings 274,405 518,221 313,793 184,127 Donations 274,945 290,069 396,010 434,164 Miscellaneous 719,721 18,777 181,017 165,619 Total revenues 37,096,012 33,143,922 35,061,404 30,789,557 Expenditures General government 5,690,428 5,336,269 5,440,888 4,975,926 Public safety 14,306,864 13,545,539 16,868,931 14,751,381 Public works 6,021,313 4,127,539 2,157,277 2,160,152 Engineering 434,976 - - - Community development 1,139,566 1,099,154 985,309 893,663 Parks and recreation 3,426,521 3,796,589 3,511,146 3,339,864 Library services 1,182,289 1,204,415 1,200,512 1,172,245 Capital outlay 12,865,475 6,219,243 2,615,538 8,429,200 Debt principal payment 2,221,257 2,168,876 2,137,284 1,813,130 Interest and other charges 1,285,807 1,112,127 1,145,400 1,170,958 Total expenditures 48,574,496 38,609,751 36,062,285 38,706,519 Excess of revenues over (under) expenditures (11,478,484) (5,465,829) (1,000,881) (7,916,962) Other Financing Sources (Uses) Sale of capital assets 72,568 6,614 9,135 12,757 Insurance recoveries 8,548 235,443 725,304 25,999 Issuance of capital related debt 7,795,000 - 485,305 5,605,000 Issuance of capital lease 1,791,015 - - 756,006 Refunding bonds issued 2,065,000 - - - Payment to refunding escrow agent (2,372,262) - - - Premium on issuance of debt 753,840 - - 435,074 Transfers in 1,584,985 1,473,591 1,402,989 1,364,399 Transfers out (223,298) (47,534) (47,000) (5,655) Total other financing sources (uses)11,475,396 1,668,114 2,575,733 8,193,580 Net change in fund balances (3,088)$ (3,797,715)$ 1,574,852$ 276,618$ Debt service as a percentage of noncapital expenditures 9.9% 10.1% 9.8% 9.9% 117 Fiscal Year 2020 Annual Report Table 4 201620152014201320122011 23,533,294$ 22,513,317$ 21,335,527$ 20,563,848$ 19,630,172$ 19,592,092$ 873,872 907,557 860,257 939,380 1,037,880 1,012,592 1,450,939 1,349,264 1,385,898 1,327,918 1,174,013 1,069,845 664,427 3,536,980 1,791,451 918,641 1,077,890 3,109,645 147,403 77,947 109,117 87,330 135,483 109,272 257,724 349,325 349,166 363,413 306,119 276,209 79,435 72,837 54,989 84,673 41,410 78,243 27,007,094 28,807,227 25,886,405 24,285,203 23,402,967 25,247,898 4,385,321 5,343,160 4,306,143 4,250,320 4,322,631 4,397,858 12,135,956 11,348,346 10,599,575 10,234,811 10,201,010 10,093,964 2,118,572 2,066,349 1,689,987 2,204,176 1,702,119 1,637,237 - - - - - - 954,103 925,947 1,092,982 1,207,264 1,520,401 1,284,188 3,032,979 2,917,857 2,772,072 2,675,813 2,622,970 2,472,015 1,096,614 1,036,843 1,083,043 1,002,801 1,004,303 979,978 9,332,400 7,255,229 2,500,254 1,942,746 3,705,622 4,254,582 1,570,176 1,272,823 1,668,692 1,721,983 1,562,088 1,065,865 921,982 776,340 662,718 712,822 899,709 1,064,973 35,548,103 32,942,894 26,375,466 25,952,736 27,540,853 27,250,660 (8,541,009) (4,135,667) (489,061) (1,667,533) (4,137,886) (2,002,762) 2,743 99 6,325 27,566 9,250 8,992 19,564 39,257 28,886 48,132 105,502 45,334 7,345,000 9,595,000 - - 8,890,000 3,460,000 - - - 147,318 464,270 - - 2,840,000 - - - 5,460,000 - (3,058,663) - - (9,425,538) - 1,484,593 646,746 - - 563,666 317,452 1,503,442 1,544,662 1,799,344 1,973,106 1,970,819 1,235,892 (182,503) (318,457) - (199,124) (245,678) (6,573,032) 10,172,839 11,288,644 1,834,555 1,996,998 2,332,291 3,954,638 1,631,830$ 7,152,977$ 1,345,494$ 329,465$ (1,805,595)$ 1,951,876$ 9.2% 7.5% 9.8% 10.0% 9.8% 8.4% 118 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS ASSESSED VALUE AND TAXABLE VALUE OF PROPERTY LAST TEN FISCAL YEARS (Unaudited) Commercial Fiscal Tax Residential and Industrial Other Year Year Property Property Property 2011 2010 2,547,883,315$ 276,080,104$ 235,256,040$ 2012 2011 2,584,070,993 280,043,373 230,531,859 2013 2012 2,622,105,658 286,288,277 235,960,049 2014 2013 2,695,532,057 294,316,218 238,127,209 2015 2014 2,850,404,776 300,533,643 237,028,723 2016 2015 3,156,205,930 335,006,408 206,365,157 2017 2016 3,546,622,242 320,646,912 230,805,066 2018 2017 3,795,456,220 222,328,923 376,053,145 2019 2018 3,749,539,307 227,659,302 352,044,261 2020 2019 4,078,991,715 241,927,251 414,739,865 Source: Galveston Central Appraisal District, Harris County Appraisal District, and City of Friendswood records. Note: Property in the City of Friendswood is reassessed once every two years on average. (Source: Galveston Central Appraisal District) Tax rates per $100 of assessed value. Residential property includes both single-family and multi-family properties. 119 Fiscal Year 2020 Annual Report Table 5 Less: Total Total Exemptions and Total Direct Assessed Tax Exempt Taxable Tax Value Property Value Rate 3,059,219,459$ 703,419,784$ 2,355,799,675$ 0.58510$ 3,094,646,225 706,059,683 2,388,586,542 0.59020 3,144,353,984 710,718,423 2,433,635,561 0.59700 3,227,975,484 724,153,848 2,503,821,636 0.59140 3,387,967,142 761,444,427 2,626,522,715 0.59140 3,697,577,495 776,779,458 2,920,798,037 0.56870 4,098,074,220 977,353,948 3,120,720,272 0.05460 4,393,838,288 894,716,055 3,499,122,233 0.05273 4,329,242,870 955,005,811 3,374,237,059 0.05324 4,735,658,831 1,066,920,381 3,668,738,450 0.05214 120 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 6 DIRECT AND OVERLAPPING PROPERTY TAX RATES Last Ten Fiscal Years (Unaudited) (rate per $100 of assessed value) Fiscal Year Friendswood Clear Creek Galveston County Ended Debt Total Independent Independent Drainage Galveston Harris September 30, General Service Direct School District School District District County County 2011 0.5198$ 0.0653$ 0.5851$ 1.3670$ 1.3600$ 0.1425$ 0.6198$ 0.62998$ 2012 0.5218 0.0684 0.5902 1.3670 1.3600 0.1400 0.6129 0.62998 2013 0.5307 0.0663 0.5970 1.3670 1.3600 0.1400 0.5999 0.62998 2014 0.5303 0.0611 0.5914 1.3670 1.4000 0.1400 0.5837 0.62998 2015 0.5303 0.0611 0.5914 1.3670 1.4000 0.1350 0.5788 0.62998 2016 0.4972 0.0715 0.5687 1.3670 1.4000 0.1150 0.5612 0.62998 2017 0.4620 0.0840 0.5460 1.3870 1.4000 0.1120 0.5462 0.62998 2018 0.4323 0.0950 0.5273 1.3670 1.4000 0.1080 0.5461 0.62998 2019 0.4372 0.0952 0.5324 1.3670 1.4000 0.1080 0.5298 0.62998 2020 0.4322 0.0893 0.5214 1.2594 1.3100 0.1122 0.5044 0.61170 Source: Galveston County Tax Assessor/Collector and City of Friendswood records. Note:Overlapping rates are those of local and county governments that apply to property owners within the City of Friendswood. Not all overlapping rates apply to all property owners. Overlapping rates for Friendswood Independent School District, Galveston County Consolidated Drainage District and Galveston County apply only to residents whose property is in Galveston County. Overlapping rates for Clear Creek Independent School District and Harris County apply only to residents whose property is in Harris County. City Direct Rates Overlapping Rates 121 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 7 PRINCIPAL PROPERTY TAX PAYERS CURRENT AND NINE YEARS AGO (Unaudited) Percentage Percentage of Total City of Total City Taxable Taxable Taxable Assessed Taxable Assessed Taxpayer Value Rank Value Value Rank Value Reserve at Autumn Creek LTD 27,282,270$ 1 0.74% -$ - Texas-New Mexico Power Co. 21,620,980 2 0.59% 10,225,400 1 0 Bellevue at Clear Creek LP 19,159,200 3 0.52% - - Kroger Co. 8,861,055 4 0.24% - - Bay Meadows LLP 8,486,700 5 0.23% - - A-S 108 Friendswood Crossing LP 7,031,940 6 0.19% - - The Beldon Friendswood LLC 6,200,150 7 0.17% - - H E Butt Grocery Company 6,090,560 8 0.17% 8,489,480 2 0 PS LPT Properties Investors 5,777,596 9 0.16% - - Baywood Apartments LTD 5,500,000 10 0.15% - - HCP Friendswood LLC - - 6,995,240 3 0.29% Autumn Creek Dev LTD - - 5,762,590 4 0.24% Buzbee Family LTD Partnership - - 5,679,200 5 0.23% MB Friendswood Parkwood - - 5,383,320 6 0.22% Friendswood Retirement - - 5,379,393 7 0.22% Comcast of Houston LLC - - 4,413,130 8 0.18% Creekwood Associates LLC - - 4,367,180 9 0.18% HEB Pantry Foods - - 3,544,905 10 0.15% Total 116,010,451 3.16% 60,239,838 2.49% All other taxpayers 3,552,727,999 96.84% 2,360,070,075 97.51% 3,668,738,450$ 100.00% 2,420,309,913$ 100.00% Source: Galveston Central Appraisal District and Harris County Appraisal District. 2020 2011 122 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 8 PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS (Unaudited) Collections Fiscal Year Taxes Levied (adjustments) Ended for the Percentage in Subsequent Percentage September 30, Fiscal Year Amount of Levy Years Amount of Levy 2011 13,738,978$ 13,608,076$ 99.47% 120,630$ 13,728,706$ 99.93% 2012 14,068,660 13,916,558 99.51% 141,137 14,057,695 99.92% 2013 14,454,404 14,361,379 99.63% 81,802 14,443,181 99.92% 2014 14,747,526 14,656,257 99.38% 76,620 14,732,877 99.90% 2015 15,424,948 15,306,943 99.23% 104,084 15,411,027 99.91% 2016 16,431,153 16,264,080 98.98% 150,637 16,414,717 99.90% 2017 17,014,685 16,922,419 99.46% 71,964 16,994,383 99.88% 2018 17,633,192 17,554,220 99.55% 36,236 17,590,456 99.76% 2019 17,952,134 17,756,864 98.91% 66,524 17,823,388 99.28% 2020 18,682,563 18,605,868 99.59% - 18,605,868 99.59% Source: Galveston County Tax Assessor/Collector and City of Friendswood records. Collected within the Fiscal Year of the Levy Total Collections to Date 123 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 9 RATIOS OF OUTSTANDING DEBY BT TYPE LAST TEN FISCAL YEARS (Unaudited) General General Water Total Percentage Fiscal Obligation Capital Obligation Revenue Primary of Personal Per Year Bonds Leases Bonds Bonds Government Income Capita 2011 22,885,000$ 710,023$ -$ 35,205,000$ 58,800,023$ 0.46% 1,579$ 2012 21,605,000 975,726 - 34,115,000 56,695,726 0.42% 1,498 2013 20,230,000 876,981 - 32,995,000 54,101,981 0.37% 1,410 2014 18,815,000 623,407 - 31,830,000 51,268,407 0.35% 1,318 2015 24,525,285 360,584 9,875,671 24,663,416 59,424,956 0.40% 1,510 2016 31,768,805 180,408 33,238,357 6,109,871 71,297,441 0.46% 1,793 2017 36,067,806 668,284 31,160,729 5,871,129 73,767,948 0.47% 1,818 2018 34,065,657 791,305 29,028,108 5,627,385 69,512,455 0.42% 1,695 2019 32,023,508 436,620 26,845,483 27,039,600 86,345,211 0.49% 2,093 2020 38,058,822 1,861,762 24,587,858 26,037,385 90,545,827 0.49% 2,175 Notes:Details regarding the City's outstanding debt can be found in the notes to the financial statements. See Table 14 for personal income and population data. These ratios are calculated using personal income and population for the prior calendar year. Governmental Activities Business-Type Activities 124 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 10 RATIOS OF NET GENERAL BONDED DEBY OUTSTANDING LAST TEN FISCAL YEARS (Unaudited) General Less Debt Net Percentage of Fiscal Taxable Obligation Service General Taxable Value Per Year Population Value Bonds * Funds Bonded Debt Property Capita 2011 37,247 2,355,799,675$ 23,293,294$ 240,869$ 22,644,131$ 0.96% 608 2012 37,839 2,388,586,542 22,402,761 193,714 21,411,286 0.90% 566 2013 38,369 2,433,635,561 20,967,293 134,339 20,095,661 0.83% 524 2014 38,911 2,503,821,636 19,491,826 130,147 18,684,853 0.75% 480 2015 39,458 2,626,522,715 34,400,956 147,193 34,253,763 1.30% 868 2016 39,767 2,920,798,037 65,007,162 159,686 64,847,476 2.22% 1,631 2017 40,570 3,120,720,272 67,228,535 115,152 67,113,383 2.15% 1,654 2018 41,003 3,499,122,233 63,093,765 - 63,093,765 1.80% 1,539 2019 41,253 3,374,237,059 58,868,991 18,302 58,850,689 1.74% 1,427 2020 41,637 3,668,738,450 62,646,680 31,909 62,614,771 1.71% 1,504 Note:Details regarding the City's outstanding debt can be found in the notes to the financial statements. * Includes both Governmental Activities and Business-type Activities General Bonded Debt Outstanding 125 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 11 DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 30, 2020 (Unaudited) Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable Debt Debt repaid with property taxes Friendswood Independent School District 85,170,000$ 100.00% 85,170,000$ Clear Creek Independent School District 1,067,559,573 2.916% 31,130,037 Galveston County 274,009,000 7.953% 21,791,936 Harris County 2,527,057,000 0.144% 3,638,962 Subtotal, overlapping debt 141,730,935 City direct debt 39,920,584 Total direct and overlapping debt 181,651,519$ Source: Information was obtained from either the governmental unit's website or the finance department of the governmental unit. Notes: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City of Friendswood. The City’s share of the debt of the overlapping governments is based on the ratio of the assessed value of the City’s own property to that of each of the other governments. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident--and therefore responsible for repaying the debt--of each overlapping government. 126 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 12 LEGAL DEBT MARGIN INFORMATION (UNAUDITED) As a City Council-City Manager form of government, the City of Friendswood is not limited by law in the amount of debt it may issue. The City's charter states: Article 11, Section 5 of the State of Texas Constitution states in part: "but no tax for any purpose shall ever be lawful for any one year, which shall exceed two and one-half percent of the taxable property of such city" The tax rate for fiscal year ended September 30, 2020 is $0.5214 per $100 of assessed valuation with assessed valuation being 100% of market value. "In keeping with the Constitution of the State of Texas and not contrary thereto, the City of Friendswood shall have the power to borrow money on the credit of the City for any public purpose not now or hereafter prohibited by the Constitution and laws of the State of Texas, and shall have the right to issue all tax bonds, revenue bonds, funding and refunding bonds, time warrants and other evidence of indebtedness as now authorized or as may hereafter be authorized to be issued by cities and towns by the laws of the State of Texas." 127 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 13 PLEDGED REVENUE COVERAGE LAST TEN FISCAL YEARS (Unaudited) Utility Less: Net Fiscal Service Operating Available Debt Service Year Charges Expenses Revenue Principal Interest Coverage 2011 12,726,936$ 5,410,497$ 7,316,439$ 1,440,000$ 1,640,437$ 2.38 2012 11,258,216 5,361,567 5,896,649 1,090,000 1,589,565 2.20 2013 11,462,779 6,113,276 5,349,503 1,120,000 1,548,303 2.00 2014 11,117,391 6,376,510 4,740,881 1,165,000 1,504,006 1.78 2015 11,020,029 6,220,331 4,799,698 1,205,000 1,153,522 2.04 2016 11,319,801 6,361,229 4,958,572 - 481,140 10.31 2017 12,295,441 6,911,675 5,383,766 220,000 184,100 13.32 2018 12,183,711 7,205,293 4,978,418 225,000 179,250 12.32 2019 13,130,943 9,378,672 3,752,271 230,000 787,319 3.69 2020 16,638,758 10,050,967 6,587,791 905,000 952,470 3.55 Notes:Details regarding the City's outstanding debt can be found in the notes to the financial statements. Operating expenses do not include interest, depreciation or amortization expenses. Waterworks and Sewer Revenue Bonds 128 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 14 DEMOGRAPHIC AND ECONOMIC STATISTICS LAST TEN CALENDAR YEARS (Unaudited) Per Capita Calendar Estimated Personal Personal Unemployment Year Population Income Income Rate 2011 37,247 12,848,571,000$ 43,444$ 6.8% 2012 37,839 13,651,835,000 45,433 5.0% 2013 38,369 14,475,816,000 47,186 4.5% 2014 38,911 14,741,197,000 46,917 3.4% 2015 39,358 14,774,880,000 47,011 3.7% 2016 39,767 15,463,890,000 47,991 4.9% 2017 40,570 15,682,608,000 47,605 4.7% 2018 41,003 16,443,373,000 49,079 4.3% 2019 41,253 17,497,755,000 51,785 3.2% 2020 41,637 18,561,154,000 54,250 5.9%(1) Sources:Population information was provided from past financial reports. Unemployment rates, personal income and per capita personal income were obtained from the U.S. Department of Labor Bureau of Labor Statistics website or the Texas Workforce Commission website. (1) Increase in unemployment rate is a result of the COVID-19 pandemic. 129 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS Table 15 PRINCIPAL EMPLOYERS CURRENT YEAR AND NINE YEARS AGO (Unaudited) Percentage Estimated of Total Estimated Employer Employees Employment Rank Employees Rank Friendswood ISD 762 3.83% 1 676 1 HEB 374 1.88% 2 350 2 Kroger 287 1.44% 3 305 3 City of Friendswood 239 1.20% 4 233 4 Clear Creek ISD 176 0.88% 5 201 5 UTMB 172 0.86% 6 52 11 Friendship Haven Nursing Home 104 0.52% 7 140 6 McDonalds 87 0.44% 9 89 8 U.S. Post Office 75 0.38% 8 57 10 Atria (formerly Brookdale) 70 0.35% 10 - - Total 2,346 11.78% 2,103 Source: City Manager's Office Note: Percentage of total employment is based on total City employment of 19,909 for 2020. Total City employment for 2011 is not available. 20112020 130 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM LAST TEN CALENDAR YEARS (Unaudited) 2011 2012 2013 2014 2015 Function/Program General Government: City Attorney - - - - 1.00 City Manager 5.50 4.65 4.15 4.15 4.55 City Secretary 5.00 5.00 5.00 5.00 5.00 Administrative Services 27.20 28.20 28.20 28.70 28.70 Human Resources - - - - - Information Technology - - - - - Public Safety: Police 80.40 80.40 81.40 82.40 85.72 Fire marshal and fire 6.10 6.10 6.10 6.50 6.60 Public Works 19.00 19.33 20.33 26.33 25.33 Parks and Recreation 17.70 16.89 16.89 10.89 10.89 Engineering - - - - - Community Services 18.95 19.28 19.20 19.03 19.63 Library 14.72 14.72 14.37 14.37 14.62 Water 10.30 10.30 9.30 9.30 8.30 Sewer 9.00 9.00 9.00 9.00 8.00 Total City Employees: 213.87 213.87 213.94 215.67 218.34 Source: City of Friendswood Budget Documents Notes: In-house City Attorney added to staff in fiscal year 2015. In fiscal year 2019, Engineering became an independent department, separate from Public Works. In fiscal year 2020, Human Resources and Information Technology became independent departments, separate from Administrative Services. Full-time Equivalent Employees as of September 30 131 Fiscal Year 2020 Annual Report Table 16 2016 2017 2018 2019 2020 1.00 1.00 2.10 2.10 2.10 5.40 5.40 5.40 5.00 6.00 5.00 5.00 5.00 5.00 4.00 27.70 27.70 27.60 27.60 18.60 - - - - 5.00 - - - - 5.00 86.72 88.72 87.72 90.38 90.38 6.60 6.60 6.60 7.20 7.20 29.00 26.00 27.00 23.00 23.00 11.70 11.70 10.70 10.70 10.70 - - - 6.00 7.00 19.63 20.90 21.90 23.10 24.50 14.62 14.97 14.97 14.97 14.97 8.30 8.30 9.30 9.30 9.30 8.00 11.00 10.00 11.00 11.00 223.67 227.29 228.29 235.35 238.75 132 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS OPERATING INDICATORS BY FUNCTION/PROGRAM LAST TEN CALENDAR YEARS (Unaudited) 2011 2012 2013 2014 Function/Program Community Development: Building permits issued 1,222 1,317 1,469 1,395 Building inspections conducted 9,514 10,486 11,470 10,611 Police: Physical arrests 1,962 1,885 1,601 1,596 Parking violations 82 61 107 58 Traffic violations 7,291 6,518 5,718 5,815 Fire Marshal: Inspections 1,444 1,616 1,673 1,427 Fire: Emergency responses 2,818 2,975 2,993 3,261 Fires extinguished 108 86 86 116 Parks and Recreation: Recreation participants 13,894 16,068 18,607 15,178 Facility reservations 503 493 686 728 Library: Volumes in collection 97,622 125,251 133,865 141,383 Total volumes borrowed 349,223 355,447 367,948 367,452 Water: New connections 173 185 189 193 Water main breaks 516 112 193 149 Average daily consumption 6,406 4,584 5,577 5,171 (thousands of gallons) Peak daily consumption 13,698 10,896 11,505 9,917 Sewer: Average daily sewage treatment 2,787 2,968 2,956 2,867 (thousands of gallons) Maximum daily flow 10,833 10,777 10,401 10,770 (thousands of gallons) Source: Various City departments and prior year ACFRs Fiscal Year 133 Fiscal Year 2020 Annual Report Table 17 2015 2016 2017 2018 2019 2020 1,377 1,865 2,177 2,788 1,465 1,605 12,145 11,026 12,134 14,157 9,251 9,124 1,479 1,464 903 1,145 1,190 847 63 44 61 15 26 17 4,540 5,001 3,669 6,785 4,468 8,807 1,512 1,354 1,233 1,139 1,448 1,146 3,258 3,303 3,599 3,720 3,655 3,650 78 76 75 80 80 65 16,153 21,369 20,556 18,299 19,657 6,027 1,443 1,444 1,004 2,123 3,293 3,166 133,165 147,726 100,678 102,852 101,532 99,930 350,145 301,158 341,048 348,554 342,592 271,078 - 183 137 125 169 185 57 46 44 116 84 41 4,970 4,963 5,282 5,455 5,129 5,319 12,623 10,472 10,110 9,475 9,390 9,927 3,306 3,382 3,286 3,117 3,345 3,113 11,237 12,188 12,766 10,370 12,491 10,520 Fiscal Year 134 Fiscal Year 2020 Annual Report CITY OF FRIENDSWOOD, TEXAS CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM LAST TEN CALENDAR YEARS (Unaudited) 2011 2012 2013 2014 Function/Program Police Stations 1 1 1 1 Patrol units 26 25 26 27 Fire Stations 4 4 4 4 Public Works Streets - paved (miles) 162 164 165 167 Streets - unpaved (miles) 2 2 2 2 Traffic signals 3 3 3 3 Parks and Recreation Acreage 189 189 189 189 Parks 8 8 8 8 Swimming pool 1 1 1 1 Tennis courts 4 4 4 4 Library 1 1 1 1 Water Water mains (miles) 184 186 187 207 Fire hydrants 1,324 1,588 1,608 1,610 Connections 12,476 12,711 12,929 13,093 Storage capacity 7,500 7,500 7,500 8,000 (thousands of gallons) Sewer Sanitary sewers (miles) 159 162 163 194 Connections 11,563 11,828 12,072 12,236 Storm sewers (miles) 99 100 100 105 Treatment capacity 4,850 4,850 4,850 12,000 (thousands of gallons) Source: Various City departments and prior year ACFRs. Fiscal Year 135 Fiscal Year 2020 Annual Report Table 18 2015 2016 2017 2018 2019 2020 1 1 1 1 1 1 29 31 32 34 33 31 4 4 4 4 4 4 169 172 174 176 176 185 2 2 2 2 2 2 3 3 3 3 3 3 232 266 266 266 266 266 8 9 9 9 10 10 1 1 1 1 1 1 4 4 4 4 4 4 1 1 1 1 1 1 209 212 214 216 216 216 1,631 1,672 1,690 1,707 1,707 1,713 13,289 13,482 13,619 13,744 13,913 14,098 8,100 7,850 7,850 7,850 7,850 7,850 195 198 200 202 202 202 12,407 12,378 12,588 12,721 12,870 13,029 106 109 110 112 112 112 9,250 9,250 9,250 9,250 9,250 9,250 Fiscal Year 136 Fiscal Year 2020 Annual Report