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HomeMy WebLinkAbout07-7496v7- ~y9~ ~-~' MECHANICSBURG AREA SCHOOL DISTRICT FINANCIAL STATEMENTS YEAR ENDED JUNE 30, 2007 TABLE OF CONTENTS Page Number INDEPENDENT AUDITORS' REPORT IAR - 1 to IAR - 2 MANAGEMENT'S DISCUSSION AND ANALYSIS MDA - 1 to MDA - 11 BASIC FINANCIAL STATEMENTS District-wide financial statements Statement of net assets FS-1 Statement of activities FS-2 Fund financial statements Balance sheet -governmental funds FS - 3 Reconciliation of the governmental funds balance sheet to the statement of net assets FS - 4 Statement of revenues, expenditures, and changes in fund balances -governmental funds FS - 5 Reconciliation of the governmental funds statement of revenues, expenditures, and changes in fund balance to the statement of activities FS - 6 Statement of net assets -proprietary funds FS - 7 Statement of revenues, expenses, and changes in net assets -proprietary funds FS - 8 Statement of cash flows -proprietary funds FS - 9 Statement of net assets -fiduciary funds FS -10 Statement of changes in net assets -fiduciary funds FS -11 NOTES TO FINANCIAL STATEMENTS FS - 12 to FS - 28 BUDGETARY COMPARISON INFORMATION -GENERAL FUND BCI - 1 SUPPLEMENTARY INFORMATION SI-1toSl-4 Greenawalt & Company, P.C. CERTIFIED PUBLIC ACCOUNTANTS James E. Lyons Since 1955 HowardRGreenawalt Creedon R. Homan ~ Deborah J. Kelly Scott J. Christ INDEPENDENT AUDITORS' REPORT Board of School Directors Mechanicsburg Area School District Mechanicsburg, Pennsylvania We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of Mechanicsburg Area School District as of and for the year ended June 30, 2007, which collectively comprise the District's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the District's management. Our responsibility is to express opinions on these financial statements based on our audit. 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 Govemment 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 of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of Mechanicsburg Area School District, as of June 30, 2007, and the respective changes in financial position, and, where applicable, cash flows thereof and for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated November 15, 2007 on our consideration of Mechanicsburg Area School District's intemal 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 the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. IAR - 1 400 West Main Street • Mechanicsburg, PA 17055.717.766.4763 • Fax 717.766.2731 62 West Pomfret Street • Carlisle, PA 17013.717.243.4822 • Fax 717.258.9372 www.greenawalt.cc Board of School Directors Mechanicsburg Area School District Mechanicsburg, Pennsylvania Management's discussion and analysis on pages MDA - 1 through MDA - 11 and budgetary comparison information on page BCI - 1 are not a required part of the basic financial statements but are supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. Our audit was conducted for the purpose of forming an opinion on the financial statements taken as a whole. The combining schedules on pages SI - 1 through SI - 4 are for purposes of additional analysis and are not a required part of the financial statements of Mechanicsburg Area School District. Such information has been subjected to the auditing procedures applied in the audit of the financial statements and, in our opinion, is fairly presented in all material respects in relation to the financial statements taken as a whole. i GREENAWALT & COMPA Y, .C. ` November 15, 2007 Mechanicsburg, Pennsylvania IAR - 2 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 MANAGEMENT'S DISCUSSION AND ANALYSIS r The management of the Mechanicsburg Area School District is pleased to present the following discussion and analysis of the District's financial position at June 30, 2007, 2006, and 2005. It provides an overview of our financial performance between fiscal years ended June 30, 2007 and 2006, in accordance with governmental reporting requirements. The purpose of this discussion is to provide a narrative summary of the financial position and activities of the District in order to enhance the reader's understanding of the District's basic financial statements. The District is required to present comparative financial information between the current year and the prior year in its Management's Discussion and Analysis (MD&A) as mandated by the Governmental Accounting Standards Board (GASB) Statement No. 34 Basic Financial Statements -and Management's Discussion and Analysis -for State and Local Governments. This report contains such comparative financial information. The District has elected not to include the financial information of its discretely presented component unit, The Wildcat Foundation, in its Management Discussion and Analysis. The separate audited financial statements for the Foundation are available by contracting the District office. FINANCIAL HIGHLIGHTS For the 2006-2007 fiscal year, the School Board adopted the general fund budget with a planned deficit of $487,784. The actual 2006-2007 fiscal year results increased fund balance by $4,419,483, mainly due to above average collections in real estate, realty transfer, and earned income taxes. Expenditures were under budget by $1,373,020 or 3.2%, which is within a normal variance. The ending fund balance at June 30, 2007 is $10,622,467 which is comprised of $1,722,736 designated for future medical insurance claims and $8,899,731 which is undesignated. This undesignated fund balance represents 21.2% of expenditures and transfers out to other funds. OVERVIEW OF THE FINANCIAL STATEMENTS These financial statements consist of three sections -Management's Discussion and Analysis (this section), the basic financial statements, and other required supplementary information. The first two statements of the basic financial statements are government-wide financial statements. These statements on pages FS-1 and FS-2 consist of the Statement of Net Assets and the Statement of Activities. The government-wide financial statements provide both short-term and long-term information about the District's overall financial status. MDA - 1 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 The remaining basic financial statements consist of fund financial statements. These statements focus on individual funds of the District and provide a more detailed presentation of the District's operations. The governmental funds statements on pages FS-3 and FS-5 present how general District services are financed in the short-term as well as what remains for future spending. The proprietary fund statements on pages FS-7 through FS-9 present both short-term and long-term information about the activities that the District operates similar to a business. The basic financial statements also include notes on pages FS-12 through FS-28 that provide a more detailed explanation of some of the information in the fmancial statements. Following the basic financial statements is other required supplementary information on page BCI-1 that consists of the District's budgetary comparison and other supplementary information on pages SI-1 through SI-4 presenting combining schedules for additional analysis. Government-wide Statements Report the District as a Whole The government-wide statements report financial information about the District as a whole using accounting methods similar to the accounting used by private-sector companies. The Statement of Net Assets includes all of the District's assets and liabilities utilizing the full accrual basis of accounting. The Statement of Activities accounts for all of the District's revenues and expenses, regardless of when cash is received or paid. These two government-wide statements report the District's net assets and changes in them. The District's net assets represent the difference between the District's assets and liabilities. The District's net assets are one way to measure the District's financial position, or financial health, over time. Increases or decreases in the District's net assets are one indicator of whether its financial health is improving or deteriorating, respectively. To assess the overall health of the District, nornfinancial factors must also be considered, such as changes in the District's property tax base and the performance of the students. The government-wide financial statements of the District are divided into two categories: • Governmental activities -All of the District's basic services are included here, such as instruction, administration and community services. Real estate and earned income taxes, and state and federal subsidies and grants finance most of these activities. • Business-type activities -The District operates a food service operation and charges fees to staff, students and visitors to help it cover the costs of the food service operation. MDA - 2 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 Fund Financial Statements The District's fund financial statements provide detailed information about the most significant funds, or major funds -not the District as a whole. Some funds aze required to be reported as major funds. • Governmental funds -Most of the District's activities aze reported in governmental funds, and focus on changes in financial resources, rather than upon net income determination. These funds are reported using the modified accrual basis of accounting, which measures cash and all financial assets that can readily be converted to cash. The governmental fund statements provide a detailed short-term view of the District's operations and the services it provides. Governmental fund information helps the reader determine whether there are more or fewer financial resources that can be spent in the near future to finance the District's programs. The relationship (or differences) between governmental activities (reported in the Statements of Net Assets and the Statement of Activities) and governmental funds is reconciled in the fmancial statements on pages FS-4 and FS-6. • Proprietary funds -These funds are used to account for the District activities that aze similar to business operations in the private sector. When the District charges customers for services it provides, these services are generally reported in proprietary funds. The Food Service Fund is the District's proprietary fund and is the same as the business-type activities reported in the government-wide statements. • Fiduciary funds -The District is the trustee or agent for individuals, private organizations and/or governmental units as shown on pages FS-10 and FS-11. FINANCIAL ANALYSIS OF THE DISTRICT AS A WHOLE Net Assets The District's total net assets were $19,068,320 at June 30, 2007 which includes $18,074,535 in Governmental Activities and $993,785 in Business-type Activities. This shows an increase of $4,879,752 from total net assets at June 30, 2006, which included an increase of $4,911,783 in Governmental Activities and a decrease of $32,031 in Business-type Activities. MDA - 3 MECHANICSBURG AREA SCHOOL DISTRICT JiJNE 30, 2007 Statement of Net Assets 2006-2007 Current and other assets Capital assets Total assets Current and other liabilities Long-term liabilities Total liabilities Capital assets (net of related debt) Restricted for capital projects Unrestricted Total net assets Total liabilities and net assets Governmental Activities $ 16,859,210 71,017,278 $ 87,876,488 $ 5,351,868 64,450,085 69,801,953 3,152,395 2,909,218 12,012,922 18,074,535 $ 87,876,488 Business-type Activities $ 422,950 605,688 $ 1,028,638 $ 28,474 6,379 34,853 605,688 388,097 993,785 $ 1,028,638 Total School District $ 17,282,160 71,622,966 $ 88,905,126 $ 5,380,342 64,456,464 69,836,806 3,758,083 2,909,218 12,401,019 19,068,320 $ 88,905,126 Statement of Net Assets 2005-2006 Current and other assets Capital assets Total assets Current and other liabilities Long-term liabilities Total liabilities Capital assets (net of related debt) Restricted for capital projects Unrestricted Total net assets Total liabilities and net assets Governmental Activities $ 12,622,505 71,983,220 $ 84,605,725 $ 4,632,032 66,810,941 71,442,973 (2,186,507) 7,184,754 8,164,505 13,162,752 $ 84,605,725 Business-type Activities $ 403,635 664,084 $ 1,067,719 $ 41,903 41,903 664,084 361,732 1,025,816 $ 1,067,719 Total School District $ 13,026,140 72,647,304 $ 85,673,444 $ 4,673,935 66,810,941 71,484,876 (1,522,423) 7,184,754 8,526,237 14,188,568 $ 85,673,444 MDA-4 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 Statement of Net Assets 2004-2005 Current and other assets $ 21,558,425 $ 285,357 $ 21 843 782 Capital assets 58,594,525 742,158 , , 59,336,683 Total assets $ 80,152,950 $ 1,027,515 $ 81,180,465 Current and other liabilities $ 4,551,725 $ 19,098 $ 4 570 823 Long-term liabilities 65 043 182 .2,493 , , 65 045 675 Total liabilities 69,594,907 21,591 , , 69,616,498 Capital assets (net of related debt) (5,047,107) 742,158 (4,304 949) Restricted for capital projects 9,445,494 - , 9,445 494 Unrestricted 6,159,656 263,766 , 6 423 422 Total net assets 10,558,043 1,005,924 , , 11,563,967 Total liabilities and net assets $ 80,152,950 $ 1,027,515 $ 81,180,465 Statement of Activities The results of this year's operations as a whole are reported in the Statement of Activities. Direct expenses are listed by programs, then offset by program revenues to determine net (expense) revenue and changes in net assets. General revenues, such as taxes, state general subsidies, and investment earnings are then applied prior to transfers, and special items, to determine the change in net assets. For the 2006-2007 fiscal year, the change in net assets for governmental activities was an increase of $4,911,783 and a decrease of $32,031 for business-type activities, for a net total increase of $4,879,752 as reflected in the following chart. For the 2005-2006 fiscal year, the change in net assets for governmental activities was an increase of $2,604,709 and an increase of $19,892 for business-type activities for a net total increase of $2,624,601 as reflected in the chart below: MDA - 5 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 Statement of Activities 2006-2007 Program revenues Charges for services Operating grants and contributions Capital grants and contributions General revenues Taxes Other local revenue State general subsidies Investment earnings Total revenues Direct expenses Excess (deficiency) before transfers Transfers between activities Change in net assets Governmental Activities $ 789,230 4,880,108 719,586 33,941,925 5,060,687 1,284,895 46,676,431 41,591,572 5,084,859 (173,076) $ 4,911,783 Business-type Activities $ 1,022,687 561,099 6,541 23,468 1,613,795 1,818,902 (205,107) 173,076 $ (32,031) Total School District $ 1,811,917 5,441,207 719,586 33,941,925 6,541 5,060,687 1,308,363 48,290,226 43,410,474 4,879,752 Statement of Activities 2005-2006 Program revenues Charges for services Operating grants and contributions Capital grants and contributions General revenues Taxes Other local revenue State general subsidies Investment earnings Total revenues $ 526,358 4,436,804 635,358 31,222,456 4,895,525 937,982 42,654,483 $ 1,031,142 458,463 (4,473) 21,834 1,506,966 $ 1,557,500 4,895,267 635,358 Direct expenses Excess (deficiency) before transfers $ 4,879,752 31,222,456 (4,473) 4,895,525 959,816 44,161,449 39,881,210 1,655,638 41,536,848 2,773,273 (148,672) 2,624,601 Transfers between activities (168,564) 168,564 Change in net assets $ 2,604,709 $ 19,892 MDA - 6 $ 2,624,601 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 Local Sources Direct expenses represent the actual cost of providing the services while the net cost represents the amount of cost that is not recovered through program revenues, meaning user charges, grants and contributions. The net cost of services must be recovered through general revenue, primarily taxes and state subsidies. Amounts not recovered will reduce funds available for future yeazs. Local Sources 2006-2007 Governmental Activities Instruction Instructional student support Administrative and financial suppo Operation and maintenance of plant Pupil transportation Student activities Community services Interest on long-term debt Total governmental activities Direct Expenses Program Revenues $ 4,145,821 324,470 128,372 96,973 483,172 116,197 374,333 719,586 $ 6,388,924 Program Revenues Net Cost $ 21,585,422 3,386,091 2,886,633 3,741,587 882,077 790,603 94,724 1,835,511 35,202,648 $ 25,731,243 3,710,561 rt 3,015,005 3,838,560 1,365,249 906, 800 469,057 2,555,097 $ 41,591,572 173,076 (5,060,687) $ 30,315,037. Net Cost $ 235,116 Transfers out and special items State general subsidies revenues Total needs from taxes and other local sources Direct Expenses Business-type Activities Food services $ 1,818,902 Transfers received, special items and investment earnings Total needs from taxes and other local sources $ 1,583,786 (203,085) $ 32,031 MDA - 7 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 Local Sources 2005-2006 Direct Expenses Governmental Activities Instruction $ 24,040,984 Instructional student support 3 349 816 Administrative and financial support 2,603,426 Operation and maintenance of plant 4,263,712 Pupil transportation 1 685 067 Student activities 923,539 Community services 445 137 Interest on long-term debt 2 569529 Total governmental activities $ 39,881,210 Program Revenues $ 3,689,774 267,812 101,963 84,273 358,680 111,589 349,071 635,358 $ 5,598,520 Net Cost $ 20,351,210 3,082,004 2,501,463 4,179,439 1,326,387 811,950 96,066 1,934,171 34,282,690 Transfers out and special items State general subsidies revenues Total needs from taxes and other local sources Direct Expenses Business-type Activities Food services $ 1,655,638 Transfers received, special items and investment earnings Total needs from taxes and other local sources The District Funds Program Revenues $ 1,489,605 168,564 (4,895,525) $ 29,555,729 Net Cost $ 166,033 (185,925) $ (19,892) At June 30, 2007, the District governmental funds reported a combined fund balance of $15,731,623, which is an increase of $28,381 from June 30, 2006. The information below compares the governmental funds fund balances for June 30, 2007, 2006 and 2005. MDA - 8 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 2005-2006 2005-2006 2006-2007 2006-2007 2005 2006 2007 Chanee %Chanee Chanee %Chanee General Fund -unrestricted General Fund -designated $ 4,446,632 $ 5,097,458 $ 8,899,731 $ 650,826 14.6% $ 3,802,273 74.6% Capital Reserve Fund -unrestricted 849,937 174,256 1,105,526 1 692 580 1,722,736 1 518 126 255,589 1 51 30.1% 617,210 55.8% Athletic Fund -unrestricted 149 , , 451 , , , 8,324 871.3% (174,454) -10.3% Construction Fund -restricted 9,445,494 7,184,754 175 2,909,218 302 (2,260,740) 202.7% -23.9% (276) (4 275 536) -61.2% -59 5% Debt Service Fund -designated 644,053 622,473 681,637 (21,580) -3.4% , , 59,164 . 9.5% Total governmental funds $ 15,560,521 $ 15,703,242 $ 15,731,623 $ 142,721 0.92% $ 28 381 0 2% , . Total unrestricted Total restricted/designated $ 4,621,037 10 9 $ 6,790,489 $ 10,418,032 $ 2,169,452 46.9% $ 3,627,543 53.4% , 39,484 8,912,753 5,313,591 (2,026 731) -18.5% (3,599,162) -40.4% Total governmental funds $ 15,560,521 $ 15,703,242 $ 15,731,623 $ 142,721 0.92% $ 28,381 0.2% Governmental Funds -Reconciliation The General Fund Balance increase of $4,419,483 was due to above average collections in real estate, realty transfer, and earned income taxes. The Capital Reserve Fund decrease of $174,454 was due to completion of capital projects. The Construction Fund decrease of $4,275,536 was due to the completion of construction projects. The Debt Service Fund increase of $59,614 was due to reduced interest rates on a variable rate bond issue. General Fund Budget A General Fund budget is adopted each yeaz in accordance with the Pennsylvania School Code. The revised budget reflects budget transfers as approved by the Boazd. The District applies for State and Federal grants each yeaz. Certain grants may not be anticipated during the budgeting process and must be added to the budget during the fiscal yeaz. In addition, the grants that are anticipated during the budgeting process are based on estimates. The budget must then be modified based on the actual grant awazd. MDA-9 MECHANICSBURG AREA SCHOOL DISTRICT JUNE 30, 2007 June 30, 2007 Budget Actual Variance Total revenues $ 42,866,296 $ 46,400,543 $ 3 534 247 Total expenditures 37,765,194 36,436,980 , , 1,328,214 Excess revenues (expenditures) 5,101,102 9,963,563 4,862,461 Other financing sources (uses) (5,588,886) (5,544,080) 44,806 Net change in fund balance $ (487,784) $ 4,419,483 $ 4,907,267 June 30, 2006 Budget Actual Variance Total revenues $ 40,948,586 $ 42,937,780 $ 1,989 194 Total expenditures 35,804,138 35,123,413 , b80,725 Excess revenues (expenditures) 5,144,448 7,814,367 2,669,919 • Other financing sources (uses) (5,297,362) (6,907,952) (1,610,590) Net change in fund balance $ (152,914) $ 906,415 $ 1,059,329 CAPITAL ASSETS At June 30, 2007, the District had $66,051,437 in Governmental activities capital assets, which represents an increase of $2,676,011. The District has made substantial capital improvements over the past two years, including renovations to five elementary schools. Capital assets (net of depreciation) Governmental activities Land Construction in progress Land improvements Buildings and improvements Furniture and equipment Library Books Total governmental capital assets Business-type activities Furniture and equipment 2005-2006 2006-2007 2005 2006 2007 Chance Chance $ 605,983 $ 605,983 $ 605,983 $ - $ _ 9,676,984 2,656,528 44,115,371 1,267,048 272,611 15,794,500 3,045,577 42,666,303 1,208,145 54,918 1,198,342 2,059,717 60,592,308 1,522,513 72,574 6,117,516 389,049 (1,449,068) (58,903) (217,693) (14,596,158) (985,860) 17,926,005 314,368 17,656 $ 58,594,525 $ 63,375,426 $ 66,051,437 $ 4,780,901 $ 2,676,011 $ 742,158 $ 664,084 $ 605,688 $ (78,074) $ (58,396) MDA - 10 MECHANICSBURG AREA SCHOOL DISTRICT JiJNE 30, 2007 LONG-TERM LIABILITIES Bonds payable at June 30, 2005, 2006 and 2007 were $64,420,330, $66,460,000 and $63,990,000 respectively. Scheduled payments of principal made during the year to the bondholders were $2,665,000. The amount of bond principal due within one year is $2,685,000. Moody's has assigned its municipal bond rating of "Aaa" to a bond refinancing in May 2007. Compensated absences increased during the year from anentity-wide perspective from $466,597 to $553,811 at June 30, 2007. Compensated absences decreased from June 30, 2005 to June 30, 2006 from an entity-wide perspective from $699,730 to $466,597. NEXT YEAR'S BUDGET AND ECONOMIC FACTORS Total revenue Total expenditures Excess revenues (expenditures) before transfers Transfers Net change in fund balance Budget Budget 2007-2008 2006-2007 Chance $ 45,431,798 $ 42,866,296 $ 2,565,502 40,236,277 37,809,194 (2,427,083) 5,195,521 5,057,102 138,419 _ (7,468,183) (5,544,886) (1,923,297 $ (2,272,662) $ (487,784) $ (1,784,878) The new budget for 2007-2008 represents an increase in total expenditures of 6.42%. This increase is largely due to the increase in the retirement rate from 6.46% to 7.13%, contracted salary increases, contracted education services, new facility operational costs, and increase in debt service payments. The 2007-2008 budget also included a transfer of $1,889,570 to the Capital Reserve Fund. The 2007-2008 budget increased the real estate tax rate to 13.26 mills.. The District plans to reduce its fund balance by $2,272,662 to offset the planned budget deficit. There are no changes to economic factors that are expected to have a significant impact on our 2008-2009 budget. CONTACTING THE DISTRICT FINANCIAL MANAGEMENT The District's financial report is intended to provide the readers with a general overview of the District's finances and to show the Board's accountability for the funds it receives. 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N -p ,~ N ~ ~ ~U~ ~w ~ m .a E :~ v,U Q ~ ~~~ W ~:?~ N.~ N a~ o U c`na -a a`°. w min m~ > m n o a n o m c a . . c a v O E F- Q M O d' C N N (6 ~U C f0 _c a~ 0 cu O. ~o rn C G co N (0 N N O G rn C .~ C f0 a 0 U U (0 L F- '•.0-. m f0 c a> c O (~ N N y (C m c .S N O c f~ L U m LL MECHANICSBURG AREA SCHOOL DISTRICT STATEMENT OF NET ASSETS -PROPRIETARY FUNDS JUNE 30, 2007 Food Service Assets Cash and cash equivalents Due from other governments Inventories Total current assets Furniture and equipment (net of accumulated depreciation) Total assets Liabilities Current liabilities Due to other funds Deferred revenues Accounts payable Compensated absences Total current liabilities Total liabilities Net assets Invested in capital assets (net of related debt) Unrestricted Total net assets Total liabilities and net assets $ 562,979 9, 798 17,656 590,433 605,688 $ 1,196,121 $ 167,483 22,214 6,260 6,379 202,336 202, 336 605,688 388, 097 993,785 $ 1,196,121 The accompanying notes are an integral part of these financial statements. FS-7 MECHANICSBURG AREA SCHOOL DISTRICT STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS -PROPRIETARY FUNDS FOR THE YEAR ENDED JUNE 30, 2007 Operating revenues Food service revenue Charges for services Other operating revenues Total operating revenues Operating expenses Salaries Employee benefits Purchased property service Other purchased service Food and milk Other supplies Depreciation Total operating expenses Operating income (loss) Nonoperating revenues (expenses) Earnings on investments Loss on sale of fixed assets Grant revenue State sources -commodities State sources -social security and retirement subsidies State sources -meal subsidies Federal sources -meal and other subsidies Total nonoperating revenues Loss before transfers Transfers from other funds Change in net assets Net assets -beginning Net assets -ending Food Service $ 1,001,318 17, 746 3,623 1, 022,687 505,766 208, 772 143,448 506 801, 897 85, 308 73,205 1, 818, 902 (796,215) 24, 372 (904) 6, 541 68,603 36, 709 59,461 396, 326 591 1 nR (205,107) 173,076 (32,031) 1, 025, 816 $ 993,785 The accompanying notes are an integral part of these financial statements. FS-8 MECHANICSBURG AREA SCHOOL DISTRICT STATEMENT OF CASH FLOWS -PROPRIETARY FUNDS FOR THE YEAR ENDED JUNE 30, 2007 Food Service Operating activities Cash received from users Cash payments to employees for services Cash payments to suppliers for goods and services Cash payments for other operating expenses Net cash provided by (used for) operating activities Non-capital financing activities State sources Federal sources Grant revenue Net cash provided by (used for) non-capital financing activities Capital and related financing activities Cash payments for equipment Net cash provided by (used for) capital and related financing activities Investing activities Earnings on investments Net cash provided by (used for) investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents -beginning Cash and cash equivalents -ending Reconciliation of operating income (loss) to net.cash used in operating activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities Depreciation Donated commodities Contribution of General Fund Net change in other assets and other liabilities Accounts receivable Inventories Due to/from other funds Deferred revenue Accounts payable Compensated absences Total adjustments Net cash provided by (used for) operating activities $ 1,023,944 (640,884) (855, 397) (506) (472,843) 96,119 395, 318 6, 541 497, 978 (15,713) (15,713) 24, 372 24, 372 33, 794 529,185 $ 562,979 $ (796,215) 73,205 68,603 173, 076 (53) 4,112 11,479 1,312 (9,058) 696 323, 372 $ (472,843) The accompanying notes are an integral part of these financial statements. FS-9 ~ ~' O ~ ~ ~ ti M M ~ M M ~ e- ~ ~ ~ ~' ~ M M ~ ~ G9 d~} EA d4 N O O p O M O M O ~ M O O _ O r O ~ N r N ~ N Q ~ E+9 Ei} ~} EA M lt7 M to «~ ~ M O ~ ~ M O V~ N N N M N M N ~rj N ~ Z ~ ~ ~ ~ ~ ~ 0 ~ ~ V n ~ ~ ~ _ ~ V w ~ ~ ~ c~a o ~ .` Q- ~ o ~ o .- Sri 0 Sri 0 o Q u o a a H ~. N ~ M ~ ~ ~ ~ Q Q Z ~ Z ~ m p V z Z w 2 Q V ~ C G ~ + . . N y N ~ N +r ,~, ~ O C ~ N '~ ~. fQ O N ~ O N t N ~ = .r N C ~ ~ N ~ N _ _ ~ ~ ~ ~ w (0 O U p "'' ~ N ~ ~ ~ U ~ N ~ ~ ~ ~ N Q J Z O r .~ c a~ a~i ~U C t0 C N N O .r w O (0 Q (6 O N _C C (d N ID O C C .~ C fII fl. O U U (0 N F- MECHANICSBURG AREA SCHOOL DISTRICT STATEMENT OF CHANGES IN FIDUCIARY NET ASSETS -FIDUCIARY FUNDS JUNE 30, 2007 Additions Investment earnings Gifts and contributions Total additions Deductions Scholarships awarded Change in net assets Net assets, beginning Net assets, ending Private Purpose Trust $ 19,116 2, 085 21,201 9,989 11,212 93,965 $ 105,177 The accompanying notes are an integral part of these financial statements. FS - 11 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Mechanicsburg Area School District is the level of government which has oversight responsibility and control over activities related to public school education. The report includes services provided by the District to residents within the boundaries of the Cumberland County municipalities of Upper Allen Township, Shiremanstown and Mechanicsburg Boroughs. Services provided include a comprehensive curriculum for primary and secondary education as well as special education and vocational education programs. The District receives revenue from local, state and federal sources and must comply with the requirements of these funding sources. The financial statements of Mechanicsburg Area School District have been prepared in accordance with generally accepted accounting principles as applied to governmental units. The Governmental Accounting Standards Board (GASB) is the authoritative standard-setting body for the establishment of governmental accounting and financial reporting principles. Accounting guidance is also provided through the Comptroller's office for Pennsylvania Department of Education. The more significant of these accounting policies are as follows: Reporting entity Governmental Accounting Standards Board Statement No. 39 "Determining Whether Certain Organizations are Component Units" (an amendment of Statement No. 14), established the criteria for determining the activities, organizations and functions of government to be included in the financial statement of the reporting entity. In evaluating the District as a reporting entity, management has addressed all potential component units which may or may not fall within the school's financial accountability. The criteria used to evaluate component units for possible inclusion as part of the District's reporting entity are: • Economic resources received or held by the separate organization are entirely for the direct benefit of the District or its constituents. • The District is entitled to, or has the ability to access a majority of the economic resources received or held by the separate organization. • The economic resources received or held by an individual organization that the District is entitled to (or has the ability to) access is significant to the District. The District has included The Wildcat Foundation (the Foundation) as a discretely presented component unit. The financial data of the Foundation is reported in the component unit column in the basic financial statements. This separate column is used to emphasize that the Foundation is legally separate from the District. The Foundation was formed for the purpose of supporting projects related to educational programs and to create opportunities for development for the students, staff and community within the Mechanicsburg Area School District. The separate financial statements for the Foundation are available by contacting the District office. FS - 12 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Jointly-governed organizations The District is a participant in four jointly-governed organizations, each of which is a separate legal entity that offers educational services to the District and its residents. Each of these entities serves several school districts and/or municipalities and therefore are not included in this reporting entity. These entities do not have taxing power, but are required to adopt an annual budget, which is funded primarily by its member Districts or others that use its services. Complete financial statements for these entities can be obtained from the respective entity's administrative office. Capital Area Intermediate Unit provides special education services and programs. Cumberland Perry Area Vocational Technical School provides vocational and technical education services and programs. West Shore Tax Bureau provides earned income tax collection services. Harrisburg Area Community College provides community college education services and programs. Basis of presentation -District-wide financial statements District-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on all of the nonfiduciary activities of the District. As a general rule the effect of intertund activity has been eliminated from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are presented separately from business-type activities which rely to a significant extent, on fees and charges for support. The district-wide financial statements are presented using the economic resources measurement focus and the accrual basis of accounting as are the proprietary fund and the fiduciary fund financial statements. Revenues are recognized when earned and expenses are recognized when a liability is incurred, regardless of the timing of related cash flows. Real estate and personal taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Net assets (total assets less total liabilities) are used as a practical measure of economic resources and the operating statement includes all transactions and events that increased or decreased net assets. Depreciation and amortization are charged as an expense against current operations. Accumulated depreciation and unamortized costs are reported in the statement of net assets. The statement of activities demonstrates the degree to which the direct expenses of given functions or programs are offset by program revenues. Direct expenses are those that are clearly identifiable within a specific function or program. Program revenues include charges to customers who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or program. In addition, program revenues include grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or program. Taxes and other items not properly included among program revenues are reported as general revenues. FS - 13 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Basis of presentation -Fund financial statements Fund financial statements are also provided for all governmental funds, proprietary funds, and fiduciary funds of the District. Major individual governmental funds and major individual proprietary funds are reported as separate columns in the fund financial statements. Nonmajor funds, if any, are aggregated and presented in a single column. Fiduciary funds are reported by fund. The governmental funds are presented using the current financial 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 received within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the District considers tax revenue to be available if received within 90 days of the end of the fiscal period. Revenue from federal, state and other grants designated for payment of specific expenditures is recognized when the related expenditures are incurred; accordingly, when such funds are received, they are recognized as deferred revenues until earned. Expenditures generally are recognized when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recognized only when payment is due. Proprietary funds generally follow standards for accounting and financial presentation for private business enterprises to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. 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 the fund's principal ongoing operations. Operating expenses for the District's proprietary fund include food production costs, supplies, administrative costs, and depreciation on capital assets. All revenues or expenses not meeting this definition are reported as nonoperating revenues and expenses. Fund accounting The accounts of the District are organized on the basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for by providing a separate set of self-balancing accounts which comprise its assets, liabilities, fund equity, revenues, and expenditures, or expenses, as appropriate. Resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent. When both restricted and unrestricted resources are available for use, it is the District's general policy to use the restricted (primarily operating grants) resources first, then unrestricted resources as they are needed. The District has the following major types of funds: Governmental Funds -These funds account for the activities through which most of the District's operations are provided. FS-14 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Basis of presentation -Fund financial statements (Cont'd.) Fund accounting (Cont'd.) Proprietary Funds -These funds account for the operations of the District that are financed and operated in a manner similar to private business enterprises. Fiduciary Funds -These funds account for the assets held by the District as a trustee or agent for individuals, private organizations and/or governmental units and are therefore not available to support the District's own programs. The District presents the following major governmental funds: The General Fund is the primary operating fund. It accounts for all financial resources except those required to be accounted for in another fund. An operating budget is adopted prior to the beginning of each year on a modified accrual basis of accounting. The General Fund is the only fund for which a budget is legally required. The Pennsylvania School Code dictates specific procedures relative to adoption of the budget and presenting of its financial statements. The District, before levying annual school taxes, is required to prepare an operating budget for the succeeding fiscal year. This process includes the publishing of notices by advertisement, that the proposed budget has been prepared and is available for public inspection at the administrative office of the District, and that public hearings are held on the proposed operating budget which are required to be scheduled at least ten days prior to when final action on adoption is taken by the Board. Legal budgetary control is maintained at the sub-function/major object level. The Board may approve transfers of funds appropriated to any particular item of expenditure in accordance with the Pennsylvania School Code. Management may amend the budget at the sub-function/sub-object level without Board approval, provided it is not at a higher level than the Board adopted budget. In order to preserve a portion of an appropriation for which an expenditure has been committed by a purchase order, contract or other form of commitment, an encumbrance is recognized. Unused encumbrances expire at the end of each year. Included in the budget are program budgets as prescribed by the federal and state agencies funding the program. These budgets are approved on a program by program basis by the federal and state funding agencies. The Capital Reserve Fund accounts for transfers from other funds and related investment earnings for capital outlays not accounted for in another fund. FS - 15 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Basis of presentation -Fund financial statements (Cont'd.) Fund accounting (Cont'd.) The Athletic Fund accounts for athletic revenues and expenditures of those funds for athletic purposes. The Construction Funds accounts for bond proceeds and the expenditure of those funds. The Debt Service Fund accounts for bond refinancing and related costs. The District presents the following proprietary fund: The Food Service Fund accounts for the operations of the cafeterias. The District presents the following fiduciary funds: Expendable and Non-expendable Trusts account for contributions to and interest earnings on scholarship funds donated to the District, and for payments of scholarship funds to selected students. The District Agency Fund accounts for programs operated and sponsored by non-school organizations. These funds are separated from student activity funds. The Student Activities Fund accounts for programs operated and sponsored by various clubs and organizations within the schools. Cash and cash equivalents and investments The District's cash and cash equivalents are considered to be cash on hand, demand deposits (including pooled investments), and short-term investments with original maturities of three months or less from the date of acquisition. The types of authorized investments are limited by State regulations. Pooled investment funds are required to be operated in accordance with State regulations. Investments, including pooled investments, are reported at fair value. Taxes and taxes receivable Real estate and personal taxes are levied as of July 1 with a legal, enforceable claim against the property and/or taxpayer. Amounts not collected within six months (December 31) are considered delinquent and submitted to outside agencies/entities for collection actions. FS - 16 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Receivables and payables between funds Activity between funds that represent lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as "due to/from other funds". Any residual balances outstanding between the governmental activities and business-type activities are reported in the district-wide financial statements as "internal balances". Any balances between funds are short term items pending periodic repayments. Inventories Inventories are presented at the lower of cost or market on a first-in, first-out basis, and are expended when used. Donated commodities are recognized as revenue and are inventoried at an estimated cost value. Capital assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, sidewalks, and similar items), are presented in the applicable governmental or business-type activities columns in the district- wide financial statements. Capital assets are defined by the District as assets with an initial, individual cost of more than $ 5,000 and an estimated useful life in excess of one year. Management has elected to include certain homogeneous groups with individual costs of less than $ 5,000 as capital assets for financial presentation purposes. In addition, capital assets purchased with long-term debt may be capitalized regardless of the thresholds established. Such assets are presented at historical cost or estimated historical cost if purchased or constructed. Major outlays for capital assets and improvements are capitalized as projects are constructed. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend asset lives are not capitalized. Capital assets are depreciated using the straight-line method over the following estimated useful lives: Governmental Assets Activities Buildings 50 Interior renovations 25 Site improvements 20 Furniture 20 Machinery and equipment 10 to 15 Library books 5 Computer equipment 5 Vehicles 8 Business-type Activities 20 15 5 FS-17 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd.) Long-term liabilities In the district-wide financial statement, and proprietary fund types in the fund financial statements, bonds payable and compensated absences are presented as liabilities in the applicable governmental activities or proprietary fund statement of net assets. Refunding costs and bond premiums and discounts are amortized over the life of the bonds using the effective interest method. Bond issuance costs are presented as deferred charges and amortized over the term of the related debt. fn the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance and refunding costs, as current period expenditures. The face amount of debt issued is presented as other >'Inancing sources while discounts and refunding costs on debt issuances are presented as debt service expenditures. Issuance costs, whether or not withheld from the actual debt proceeds received, are presented as support service expenditures. Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect certain presented amounts and disclosures. Accordingly, actual results could differ from those estimates. New accounting policies The Governmental Accounting Standards Board (GASB) has issued several statements which will become effective in future reporting years. The statements which will have the greatest impact on the District are GASB 43 "Financial Reporting for Postemployment Benefit Plans Other Than Pension Plans" and GASB 45 "Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions". The purpose of these two statements is to set new accounting standards for state and local government employers that offer retiree health benefits and other non-pension postemployment benefits. In particular, these statements require the accrual of liabilities and expenses of other postemployment benefits (OPEB) over the working career of plan members. The effective date of GASB 43 for the District is the June 2008 fiscal year. GASB 45 comes into effect one year after GASB 43. The requirements of these statements are under review by the District and management is evaluating the impact these pronouncements will have on the District's financial statements. DEPOSITS AND INVESTMENTS Pennsylvania statutes provide for investment of governmental funds into certain authorized investment types including U.S. Treasury bills, other short-term U.S. and Pennsylvania government obligations, and insured or collateralized time deposits and certificates of deposit. The statutes do not prescribe regulations related to demand deposits; however, they do allow the pooling of governmental funds for investment purposes. FS-18 MECHANCISBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 DEPOSITS AND INVESTMENTS (Cont'd.) Custodial credit risk is the risk that in the event of a bank failure, the government's deposits may not be returned to it. The District's policy requires that all deposits in excess of FDIC insurance coverage be collateralized with approved collateral as provided by law. At June 30, 2007, the District's bank deposits totaled $ 2,252,779 and the bank balances totaled $ 2,644,084. Of the bank balances, $ 100,000 was covered by federal depository insurance and $ 2,544,084 was collateralized under Act No. 72 of the 1971 Session of the Pennsylvania General Assembly, in which financial institutions were granted the authority to secure deposits of public bodies by pledging a pool of assets, as defined in the Act, to cover all public funds deposited in excess of Federal Depository Insurance limits. The pledged collateral is held by the Federal Reserve Bank, but is not titled in the District's name. The District also has cash equivalents with three organizations that operate as common law trusts established pursuant to the Intergovernmental Cooperation Act and related statutes for the purpose of pooling investments. Each organization's fundamental policy is to maintain a net asset value of $ 1 per share, but there can be no assurance that the net asset value will not vary from $ 1 per share. They may only purchase securities which are permitted under PA law. As of June 30, 2007, the District's deposits in these organizations are as follows: Pennsylvania Local Government Investment Trust (PLGIT) $ 9,752,850 Pennsylvania Treasurer's INVEST Program (PA INVEST) 4,381,074 Pennsylvania School District Liquid Asset Fund (PSDLAF) 1.712.479 Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. The District does not have a formal investment policy for interest rate risk. The weighted average maturity of the securities held by each of the organization's is generally less than 90 days. Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The District does not have a formal investment policy for credit risk. The District's deposits in each of the organization's were rated "AAAm" by Standard & Poor's. Cash and cash equivalents at June 30, 2007 are as follows: Governmental activities $ 17,036,749 Business-type activities 562,979 Fiduciary funds 499.514 Total cash and cash equivalents $ 18.099 ~a~ FS-19 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 TAXES RECEIVABLE Taxes receivable are as follows: Real estate taxes Earned income taxes Personal taxes General Fund Full accrual adjustment Governmental activities DUE FROM OTHER GOVERNMENTS Due from other governments are as follows: Taxes Taxes Receivable Allowance for Receivable Deferred (Gross) Uncollectibles (Net) Tax Revenue $ 478,547 $ 28,713 $ 449,834 $ 275,688 1,885,447 - 1,885,447 232,668 12.590 2.133 10.457 g,g77 2,376,584 30,846 2,345,738 518,333 (518.333) Governmental Business-type Activities _ Activities Local sources -other taxes Local sources -other items State sources Federal sources $ 168, 799 $ 307, 534 53 388,603 1,321 375.960 8.424 1.240_ $ 9.798 FS - 20 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 CHANGES IN CAPITAL ASSETS Capital asset activity for the year was as follows: Governmental activities Capital assets not being depreciated Land Construction in progress Capital assets being depreciated Land improvements Buildings and improvements Furniture and equipment Library books Accumulated depreciation Land improvements Buildings and improvements Furniture and equipment Library books Capital assets being depreciated, net Governmental activities capital assets, net Business-type activities Capital assets being depreciated Equipment Accumulated depreciation Equipment Capital assets being depreciated, net Business-type activities capital assets, net Beginning Current Year Activity Ending Balance Increases Decreases Bal ance $ 605,983 $ - $ - $ 605,983 15.794.500 _ 1.182.317 (15.778.475) 1.198.342 16.400.483 1.182:317 (15 778 475) 1 804 325 _ . . __ . . 3,824,765 - - 3,824,765 55,980,716 19,193,556 - 75,174,272 2,932,153 855,816 (37,059) 3,750,910 1.630.473 33.943 (31.782) _ 1.632.634 64.368.107 20.083.315 (68 841) 84 382 581 . . . (779,188) (148,440) (837,420) (1,765,048) (13,314,413) (2,104,971) 837,420 (14,581,964) (1,724,008) (541,448) 37,059 (2,228,397) (1,575.555) _ (16.287) 31.782 (1.560.060) (17.393.164) (2,811.146) 68 841 (20 135 469) . . . 46.974.943 17.272.169 - 64 247 112 _ . . $ 63.375.426 $ 18.454.486 (15.778.47.) $ 66.051.437 $ 1,079,286 $ 15,712 $ (11,150) $ 1,083,848 (415.202) (73.205) __ 10.247 (478.160) 664.084 (57.493) (903) 605.688 $ 664.084 (57.QA-) $ (903) $ 605;688 FS-21 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 CHANGES IN CAPITAL ASSETS (Cont'd.) Depreciation expense was charged to functions/programs as follows: Governmental activities Instruction $ 2,474,592 Instructional student support 295 992 Administrative and financial support 9,073 Operation and maintenance of plant 24,836 Student activities 6.653 2.811.146 Business-type activities -Food service $ 73.20 DEFERRED REVENUES Governmental funds present deferred revenue in connection with receivables for revenues that are not considered to be available to pay liabilities of the current period. Govemmental funds also defer revenue recognition with resources that have been received, but not yet earned. Deferred revenues in the General Fund of $ 652,281 consists of $ 518,333 of taxes receivable not received within 90 days of the end of the fiscal period, and $ 133,948 of resources that have been received but not yet earned. Deferred revenue in the proprietary funds and the district-wide 1nancial statements represents resources that have been received but not yet earned. LONG-TERM LIABILITIES Changes in all long-term liabilities were as follows: Governmental activities Bonds payable Compensated absences Business-type activities Compensated absences Beginning Ending Due Within Balance Increases Decreases Balance One Year $ 66,460,000 $ 8,990,000 $ (11,460,000) $ 63,990,000 $ 2,685,000 460.915 418.517 _ (332.000) 547.432 235.000 FS-22 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 LONG-TERM LIABILITIES (Cont'd.) Bonds payable Changes in bonds payable were as follows: Beginning New Scheduled .Ending Balance Issue _ Refunding Redemptions Balance 2000 Series C $ 4,975,000 $ 2001 Series 310,000 2002 Series 9,175,000 2002 Series A 9,670,000 2003 Series 9,745,000 2004 Series 9,990,000 2005 Series 8,500,000 2006 Series 4,100,000 2006 Series A 9,995,000 2007 Series _ - $ - $ 5,000 $ 4,970,000 - - 30,000 280,000 - (8,795,000) 380,000 _ - - 730, 000 8, 940, 000 - - 1,235,000 8,510,000 - - 10,000 9,980,000 - - 275,000 8,225,000 - - - 4,100,000 - - - 9,995,000 8.990.000 - 8.990.000 Interest Rates Maturity Date Callable Date 2000 Series C Variable rate stabilized at 4.50% 2001 Series 3.95% to 5.00% 2002 Series 2.00% to 5.00% 2002 Series A 1.40% to 4.80% 2003 Series 1.60% to 3.60% 2004 Series 3.20% to 4.60% 2005 Series 3.00% to 4.50% 2006 Series 3.40% to 4.20% 2006 Series A 3.625% to 4.125% 2007 Series 3.70% to 4.00% October 2016 August 2019 August 2022 August 2022 February 2013 August 2021 August 2026 August 2026 August 2019 August 2022 Currently August 2007 February 2007 February 2010 August 2008 February 2009 February 2010 February 2011 February 2011 August 2012 Amounts Due Within One Year $ 5, 000 40, 000 750, 000 1,305,000 10,000 285, 000 140, 000 5,000 145.000 FS - 23 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 LONG-TERM LIABILITIES (Cont'd.) Bonds payable (Cont'd.) Year Ending June 30 2008 2009 2010 2011 2012 2013-2017 2018-2022 2023 and later Principal Interest Total $ 2,685,000 3,060,000 3,175,000 3, 330, 000 3,455,000 19, 890, 000 22,935,000 5,460,000 $ 2,411,678 2,413,479 2,315,664 2,209,699 2,097,181 8,035,875 3,553,453 729.073 $ 5,096,678 5,473,479 5,490,664 5,539,699 5, 552,181 27, 925, 875 26,488,453 6.189.073 $ 87.756.102 In May 2007, the District issued its General Obligation Bonds, Series of 2007 in the amount of $ 8,990,000. After discounts and issuance costs of $ 101,493, net proceeds of $ 8,887,706 were deposited into an irrevocable trust fund to refund ($ 8,795,000) the 2002 Series of bonds with the remaining proceeds of $ 801 deposited into the District's 2007 sinking fund. This refunding reduced future debt service, resulting in an economic gain of approximately $ 318,000 which will be realized over the term of the new 2007 Series, primarily in fiscal year 2007/2008. Compensated absences Compensated absences (those for which employees receive pay) are presented using the termination payment method. A liability is computed using estimates which apply historical data to current factors. The District maintains records of unused leave and applies the contracted rate for employees eligible for termination payments. The District allows only restricted sabbatical leave and therefore does not present any liability in advance of the sabbatical. Payments for compensated absences are made in the year the absence is taken or the employee retires. When an employee retires, the payout is as follows: Unused sick leave will be paid at the following rates: Number of Years Percentage of Accumulated Days Less than ten 10 through 14 15 or more 20 35 50 FS - 24 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 LONG-TERM LIABILITIES (Cont'd.) Compensated absences (Cont'd.) For teachers and administrators, any unused sick leave shall be paid at the daily substitute rate. For support staff and Food Service Fund employees, unused sick leave will be paid at the lowest hourly rate for support employees. Under the District's negotiated agreement with Mechanicsburg Education Association, professional employees of the District who become eligible for retirement after 20 years service to the District, and elect to retire in that year, will receive a retirement payment of $ 10,000. OPERATING LEASES The District is obligated under various equipment, vehicle, and modular classroom lease agreements at June 30, 2007. Total Operating lease payments included in General Fund expenditures for the year ended June 30, 2007 amounted to approximately $ 97,000. The following is a schedule of future minimum rental payments required under the operating lease agreements. Year Ending June 30 2008 $ 101,982 2009 73,138 2010 30,319 2011 8, 909 2012 5.148 Total minimum payments required 219 PENSION PLAN Substantially all full-time and part-time employees of the District participate in the pension plan. The District recognizes expenditures or expenses equal to its contractually-required contributions, subject to the modified accrual basis of accounting in governmental funds. The District contributes to The Public School Employees' Retirement System (the System), a governmental cost sharing multiple-employer defined benefit plan. The plan is under the authority of the Public School Employees' Retirement Code (the Code), as amended. The plan provides retirement and disability, legislatively mandated ad hoc cost-of-living adjustments, and healthcare insurance premium assistance to qualifying annuitants. The System issues a comprehensive annual financial report that includes financial statements and required supplementary information for the plan. A copy of the report may be obtained by writing to the System at PO Box 125, Harrisburg, PA 17108-0125, or by accessing the System's website at www.psers.state.pa.us. FS - 25 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 PENSION PLAN (Cont'd.) The contribution policy is established in the Code and requires contributions by active members and employers. Contribution rates for active members are set by law and are dependent upon members' class. In most cases, the contribution rates based on qualified member compensation are as follows: Membership Class T-C Active members hired before July 22, 1983 5 25% Membership Class T-C . Active members hired on or after July 22, 1983 6 25% Membership Class T-D . Active members hired before July 22, 1983 6 50% Membership Class T-D . Active members hired on or after July 22, 1983 7.50% Active members newly hired after July 1, 2001 are automatically Class T-D. The contribution rates for all members in Membership Class T-D were effective January 1, 2002. Contributions required of employers are based upon an actuarial valuation. For the fiscal year ended June 30, 2007 the employer contribution rate was 6.46 percent of covered payroll, composed of 5.72 percent for pension benefits and .74 percent for healthcare insurance premium assistance. The District's contributions to PSERS for the years ending June 30, 2007, 2006 and 2005 were $ 1,283,442, $ 942,270, and $ 797,476, respectively. Those amounts are equal to the required contributions for each year. POSTEMPLOYMENT BENEFITS OTHER THAN PENSION BENEFITS Under the Collective Bargaining Agreement (expires June 30, 2009) with Mechanicsburg Education Association, the District provides health insurance up to a maximum of $ 15,000 in premiums for any individual who retired with 20 years of service to the District. This coverage commences when the retiree reaches age 62 and continues until age 65. All other retired employees are required to pay the entire premiums. During the year ended June 2007, there were a total of 49 retirees covered for health insurance. The District finances this benefit on spay-as-you-go basis. For the year ended June 2007, the estimated net cost to the District was approximately $ 501,000 ($ 764,000 plan costs paid for the retirees less $ 263,000 premiums paid by the retirees). RISK MANAGEMENT Health insurance In September, 2005, the District became a member of South Central Trust for processing claims and obtaining reinsurance through commercial insurance carriers. The District has reinsurance for claims in excess of $ 125,000 specific (per person). The District has a maximum lifetime benefit of $ 5,000,000 per person. District transactions with the Trust were as follows: FS - 26 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 RISK MANAGEMENT (Cont'd.) Amount available for accrued costs, beginning Payments to the trust $ 3,723,235 Increase in accrual to the trust Claims paid by the trust (3,682,252) Stop loss premiums (148,752) Administrative fees (17.760) Amount available for accrued costs, ending $ 489, 325 3,723,235 (3.848.764) $ 363.796 Consultants of the Trust provide estimated amounts, based on various methodologies, for use in estimating claims that have been incurred but not reported (IBNR). District management believes this methodology provides an adequate amount for accrued costs, based on approximately 60-75 days of paid claims. Other insurance The District 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 District maintains commercial insurance coverage covering each of those risks of loss. Management believes such coverage is sufficient to preclude any significant uninsured losses to the District. Settled claims have not exceeded this commercial coverage in any of the past three fiscal years. For State unemployment compensation laws, the District is self-insured, which is a common practice for local governmental units. Any unemployment claims are paid by the District on a quarterly basis as incurred. For workers' compensation insurance, approximately 80 Districts participate in a public entity risk sharing pool (School Districts Insurance Consortium) for processing claims and obtaining reinsurance through commercial insurance carriers. Under this plan, the District's annual cost should not exceed standard commercial insurance rates. FS - 27 MECHANICSBURG AREA SCHOOL DISTRICT NOTES TO FINANCIAL STATEMENTS (Cont'd.) JUNE 30, 2007 COMMITMENTS AND CONTINGENCIES Other commitments and contingencies The District's collective bargaining agreement with its teaching staff expires June 30, 2009. In the normal course of business, the District is subject to legal disputes and claims. The District does not anticipate any material losses from any pending or threatened litigation. In the normal course of preparing for the subsequent school year, the District has awarded bids for various supplies, fuel contracts, etc. No major commitments in excess of routine requirements have been made by the District. As part of its ongoing Capital Projects, the District has entered into contract commitments totaling approximately $ 1,395,000 for various construction and improvement projects at June 30, 2007. The District participates in state and federal grant programs which are governed by various rules and regulations. Expenditures charged to these grant programs are subject to program compliance audits and reviews by the grantor agencies. The District is potentially liable for any expenditures which may be disallowed by the rules of these grant programs. The District does not anticipate any material disallowance of program expenditures. 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LL U m SUPPLEMENTARY INFORMATION MECHANICSBURG AREA SCHOOL DISTRICT COMBINING BALANCE SHEET -CONSTRUCTION FUNDS JUNE 30, 2007 2006 Construction Total ASSETS Cash and cash equivalents $ - $ - $ 979,294 $ 2,982,936 $ 3,962,230 Total assets $ - $ - $ 979,294 $ 2,982,936 $ 3,962,230 LIABILITIES Accounts payable $ - Total liabilities FUND BALANCES Reserve for capital projects Total fund balances $ - $ 965,707 $ 87,305 $ 1,053,012 - 965,707 87,305 1,053,012 - - 13,587 2,895,631 2,909,218 - - 13,587 2,895,631 2,909,218 Total liabilities and fund balances 2002 2002A 2005 Construction Construction Construction $ - $ - $ 979,294 $ 2,982,936 $ 3,962,230 SI-1 MECHANICSBURG AREA SCHOOL DISTRICT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES -CONSTRUCTION FUNDS FOR THE YEAR ENDED JUNE 30, 2007 2002 2002A 2005 2006 Construction Construction Construction Construction Total Revenues Local sources -other $ 1 $ - $ 147,906 $ 163,633 $ 311,540 Total revenues 1 - 147,906 163,633 311,540 Expenditures Support services - - 2,458 2,657 5 115 Capital outlay - - 3,422,761 1,159,200 , 4,581,961 Total expenditures - - 3,425,219 1,161,857 4,587,076 Excess (deficiency) of revenues over expenditures 1 - (3,277,313) (998,224) (4,275,536) Other financing sources (uses) Bond proceeds _ _ Refunding bond proceeds _ _ _ _ - Debt service (refunded _ - bond issues) _ _ _ Transfers from (to) - other funds (1,051) (685) - 1,736 _ Net change in fund balances (1,050) (685) (3,277,313) (996,488) (4,275,536) Fund balances, beginning 1,050 685 3,290,900 3,892,119 7,184,754 Fund balances, ending $ - $ - $ 13,587 $ 2,895,631 $ 2,909,218 SI-2 • y ~ v r~ v L ~ ~ ~ ~ O ~ ~ M M r ~ ~ Q ~ eh ~ M M r ~ O O F- v~ Q ~ ~ ~ ff3 ~ O M ~ M 00 M QO ~ O M +_+ '~ O N ~ O N N N O N ~ Q ~ ~ ~ ~ C ~ d} EA 69 6R U 0 ~ C Q ~ M ~ M ~ d' M ~ .a. M ~ ' d. M Z U .` M N M N ~rj M ~ M LL ~" ~ C ~ N N N N ~ Z Q ~ ~ ~ ~ ~ • Q U ~ ~ ~ p ~ 'J W~ ... ~ o L ~ ° ° r- 0 0 O w o i- H- ,~ ~ ~- UWZ~ ~ ~ ~ ~ Nz ~ ~ fA N a N g e W Q~ M ~ ~ N M N M ' ' N M N M aZw= XL ~ ti ~ ti ~ m~ ~ z.a ~ ~,~ m~Z ~Z U ~ X `~ = O ~ .~ ~ !" r t... l"~ V Z C` !- M M M M W W ~ J a Q W ~ ~ ~ t~ D Z W a u~ .~ a~ N C y `~ ~ N C = .~ O' C ~ ~ c II N L N ~ = ~ ::+ V c3 N ~ ~ w O C .~ L O ~ y ~ ~ ~ O rr ~ Z , FO- U ~ N O 7 N p- t0 ~ a~ =~ ~ N Q ~ c ~ ~ M 1 MECHANICSBURG AREA SCHOOL DISTRICT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE -ALL TRUST FUNDS FOR THE YEAR ENDED JUNE 30, 2007 Revenue and other financing sources Investment income Contributions Total operating revenues Operating expenses Scholarship awards Total operating expenses Operating income (loss) Transfers to (from) trust accounts Net income (loss) Reserved fund balance, July 1, 2006 Reserved fund balance, June 30, 2007 Expendable Non-expendable Trust Trust Totals $ 15,388 $ 3,728 $ 19,116 1, 351 734 2, 085 16,739 4,462 21,201 6,846 3,143 g,ggg 6,846 3,143 g~ggg 9,893 1,319 11,212 9,893 1,319 11,212 21,892 72,073 93,965 $ 31,785 $ 73,392 $ 105,177 SI-4 ~ ~~o~ ~~' ~ ~~~_ r ~. • ~~ ~~- ~/ '~Ntt1'~ ~,ISN~,Id ~.Iv~'~~.~...f '.;~~' ~,.~35~~~ ~ :zi ~~ ~ ~ a3o co~Z ~~~~~