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HomeMy WebLinkAbout2021 AUD Notes 1 TOWN OF LANSING Notes to the Financial Statements For the Fiscal Year Ended December 31, 2021 I. Summary of significant Accounting Policies The financial statements of the Town of Lansing have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for establishing governmental accounting and financial reporting principles. The more significant of the government’s accounting policies are described below. A. Financial Reporting Entity The Town of Lansing has a population of 11,565 according to the 2020 federal census. The incorporated Village of Lansing is located wholly within the Town. The Town is governed by Town Law and other general laws of the State of New York. The Town’s legislative body is the Town Board, consisting of a Supervisor and four Councilpersons. The Supervisor, as Chief Fiscal Officer, is responsible for receiving, disbursing and having custody of all Town monies, and keeping all books of account. The Town Clerk, as Chief Recording Officer, is custodian of all Town papers and records. The financial reporting entity includes organizations, functions, and activities over which elected officials exercise oversight responsibility. Oversight responsibility is determined on the basis of financial interdependency, selection of governing authority, designation of management, ability to significantly influence operations and accountability for fiscal matters. The Town provides the following principal services; transportation (streets and highways), culture-recreation, planning and zoning, public improvements and general administration. Street lighting in the community of Ludlowville Lighting District #1 is provided for and funded by means of a special ad-valorem tax on real property within the lighting district. The Warren Road Business Park Lighting District #2 and Lakewatch Lighting District #3 is provided for and funded by a per unit assessment. The Southern Cayuga Lake Inter-municipal Water Commission administers and oversees the operation of the Consolidated Water District and all extensions. The furnishing of fire protection in the area of the Town outside the Village is not a Town function. Instead, it is the responsibility of the Fire Commissioners who constitute the governing board of the Lansing Fire District whose boundaries encompass the entire Town including the Village. Fire Commissioners are elected by the qualified voters living within the district. Fire district operations, including the financing thereof through real property taxation are carried out under the direction of the Fire Commissioners. The Town, therefore, has no oversight or managerial responsibility over the function. Although the functions and activities of the Town of Lansing Housing Authority are related to the Town, they are not included in the Town’s reporting entity for the following reasons: 1) the Town cannot significantly influence the authority’s operation; 2) the Town has no budgetary authority; 3) the authority controls surpluses and deficits; 4) the Town has no responsibility for the authority’s debt, 5) the authority’s Board of Commissioners control fiscal management. B. Basis of Presentation – Fund Accounting The accounts of the Town are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, equity, revenues, and expenditures. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. 1. Fund Categories a. Governmental Funds – Governmental funds are those through which most governmental functions of the Town are financed. The acquisition, use and balances of the Town’s expendable financial resources and the related liabilities are accounted for through governmental funds. 2 The measurement focus is upon determination of changes in financial position, rather than upon the net income determination. General Fund – the principal operating fund and includes all operations not required to be recorded in other funds. The Town utilized both the General Fund Townwide and General Fund Outside Village funds. Special Revenue Funds – used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. The following Special Revenue funds are utilized: Highway Fund Townwide Highway Fund Outside Village Lighting District Fund Sewer District Fund Water District Fund Capital Projects Fund – used to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by the enterprise, or internal service funds). Debt Service Fund – used to account for current payments of principal and interest on general obligation long-term debt (and for financial resources accumulated in a reserve for payment of future principal and interest on long-term indebtedness). b. Fiduciary Funds – used to account for special activities or services provided by one department to other departments or to other governments on a cost-reimbursement basis. Included are the following; Trust & Agency - used to account for money (and/or property) received and held in the capacity of trustee, custodian, or agent. These include expendable trusts, non-expendable trusts and agency funds. 2. Account Groups Account groups are used to establish accounting control and accountability for general capital assets and general long-term debt. The two account groups are not “funds”. They are concerned with measurement of financial position and not results of operations. The General Capital Assets Account Group – used to account for land, buildings, improvements other than buildings, and equipment utilized for general government purposes, except those accounted for in proprietary funds. The General Long-Term Debt Account Group – used to account for all long-term debt except that accounted for in proprietary funds. These liabilities include serial bonds, bond anticipation notes, and capital leases. C. Basis of Accounting/Measurement Focus Basis of accounting refers to when revenues and expenditures/expenses and the related assets and liabilities are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus. Measurement focus is the determination of what is measured, i.e. expenditures or expenses. Modified Accrual Basis – All Governmental Funds and Expendable Trust Funds are accounted for using the modified accrual basis of accounting. Under this basis of accounting, revenues are recorded when measurable and available. Available means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Material revenues that are accrued include real property taxes, state and federal aid, sales tax and certain user charges. If expenditures are the prime factor for determining eligibility, revenues from federal and state grants are accrued when the expenditure is made. Expenditures are recorded when incurred except that: 1) Expenditures for prepaid expenses and inventory-type items are recognized at the time of purchase. 2) Principal and interest on indebtedness are not recognized as an expenditure until due. 3) Compensated absences, such as vacation and sick leave, which vests or accumulates, are charged as an expenditure when paid. Account Groups – General capital assets are recorded at actual or estimated cost or, in the case of gifts and contributions, at the fair market value at the time received. No provision for depreciation is made. General long-term debt liabilities are recorded at the par value of the principal amount: No liability is recorded for interest payable to maturity 3 D. Property Taxes County real property taxes are levied annually no later than December 31st and become a lien on January 1st . Taxes are collected during the period January 1st to March 31st. Taxes for county purposes (apportioned to the area of the county outside of the City of Ithaca) are levied together with taxes for the Town and special district purposes as a single bill. The towns and special districts receive the full amount of their levies annually out of the first amounts collected on the combined bills. The county assumes enforcement responsibility for all taxes levied in the towns (and for unpaid county taxes). E. Sales Tax Tompkins County, under the general authority of Article 29 of the Tax Law, imposes a 4% sales tax within its boundaries. The tax is administered and collected by the State Tax Commission in the same manner as that relating to the State imposed 4 % sales and compensating use tax. They are paid by the State to the County and the City, respectively. F. Budgetary Data 1. Budget Policies – The budget policies are as follows: a. No later than September 30, the Town Supervisor, as budget officer, submits a tentative budget to the Town Clerk for the fiscal year commencing the following date. The tentative budget includes proposed expenditures and the proposed means of financing for all funds. b. The tentative budget is submitted by the Town Clerk to the Town Board by October 5th for their approval, it then becomes the preliminary budget. A public hearing must be conducted to obtain taxpayer comments on or before the Thursday immediately following General Election Day. The preliminary budget as submitted or amended must be adopted by November 20th. c. All modifications of the budget must be approved by the Town Board, and may amend the budget as necessary during the year. Unexpended appropriations lapse at the end of the fiscal year. 2. Encumbrances Encumbrance accounting, under which purchase orders, contracts and other commitments for the expenditure of monies are recorded for budgetary control purposes to reserve that portion of the applicable appropriations. Encumbrances are reported as reservations of fund balances since they do not constitute expenditures or liabilities. Expenditures for such commitments are recorded in the period in which the liability is incurred. G. Investments Investments are stated at cost, which approximate market value. H. Property, Plant and Equipment – General Capital assets purchased for general governmental purposes are recorded as expenditures in the governmental funds and are capitalized at costs (or estimated historical costs for assets purchased prior to May 15, 1978) in the General Capital Assets Account Group. Contributed capital assets are recorded at fair market value at the date received. Depreciation on general capital assets, which is recorded in the Town’s government-wide financial statements, has not been provided in the annual update document, nor has interest on general capital assets construction in progress been capitalized. I. Insurance The Town assumes the liability for most risk including, but not limited to, property damage and personal injury liability. Judgements and claims are recorded when it is probable that an asset has been impaired, or a liability has been incurred and the amount of loss can be reasonably estimated. J. Compensatory Absences Employees accrue vacation leave based primarily on the number of years employed up to a maximum rate of 20 days per year but may carry-over a maximum of only five workdays. Employees accrue sick leave at the rate of one sick day per month by regular full-time employees, up to a maximum of 165 days. Upon retirement, the dollar value of accumulated sick time (based upon the employee’s rate of pay at the date 4 of retirement) will be applied toward the cost of the retired employee’s portion of the health insurance premium up to age 65. No payment for accumulated sick time will be made for a non-retirement termination. K. Post Employment Benefits In addition to providing pension benefits, the Town provides health insurance coverage and survivor benefits for those retired employees and their survivors who retired prior to December 31, 2006. As of January 1, 2007, in the event the retiree predeceases the dependents, the dependents may continue health insurance coverage provided they pay the full cost of the premium. All Town employees may be eligible for these health insurance benefits if hired before January 1, 2015 (having been granted a bona-fide retirement benefit from NYSERS) and the employee has the required years of continuous full-time service with the Town in accordance with the employee handbook. Employees hired prior to 5-15-2006 – 10 years Employees hired between 5-15-2006 and 12-21-2014 - 20 years Employees hired after 1-1-2015 – not eligible Health care benefits are provided through The Greater Tompkins County Municipal Health Insurance Consortium whose premiums are based on the benefits paid during the year. The Town recognizes the cost of providing benefits by recording its share of insurance premiums as an expenditure in the year paid. The expenditure is recorded in the General, Highway, & Water Funds. The cost of providing benefits for the 14 retirees is separable from the cost of providing benefits for the 26 active employees. II. Stewardship, Compliance, Accountability A. Deficit Fund Balances There were no deficit fund balances at the end of 2021. III. Detail Notes on All Funds and Account Groups A. Assets 1. Cash and Investments The Town investment policies are governed by state statutes. In addition, the Town has its own written investment policy. Town monies must be deposited in FDIC insured commercial banks or trust companies located within the state. The Town Supervisor, as Chief Fiscal Officer, is authorized to use demand accounts and certificates of deposit. Permissible investments include obligations of the U.S. Treasury and U.S. agencies, repurchase agreements, and obligations of New York State or its localities. Collateral is required for demand deposits and certificates of deposit at 105% of all deposits not covered by federal deposit insurance. Obligations that may be pledged as collateral are obligations of the United States and its agencies and obligations of the State and its municipalities and school districts. Deposits at year-end were entirely covered by federal depository insurance held by the Town’s custodial bank in the Town’s name. All deposits including certificates of deposit are carried at cost plus accrued interest. 2. Changes in Capital Assets A summary of changes in general capital assets follows: Balance Balance Type 12/31/20 Additions Deletions 12/31/21 K101 Land $ 681,258 $ 681,258 K102 Buildings $1,526,309 $ 1,526,309 K103 Improvements $ 261,460 $ 261,460 K104 Machinery/Equip $5,342,932 $408,502 $89,950 $ 5,661,484 K106 Infrastructure $9,177,609 $ 9,177,609 K107 Other Capital Assets $ 80,188 + $ 80,188 TOTAL $17,069,756 $408,502 $89,950 $17,388,308 5 B. Liabilities 1. Pension Plans Plan Description The Town of Lansing participates in the New York State and Local Employees’ Retirement System (ERS). This is a cost-sharing multiple-employer retirement system. The System provides retirement benefits as well as death and disability benefits. Obligations of employers and employees to contribute and benefits to employees are governed by the New York State Retirement and Social Security Law (NYSRRSSL). As set forth in the NYSRSSL, the Comptroller of the State of New York (Comptroller) serves as sole trustee and administrative head of the Systems. The Comptroller shall adopt and may amend rules and regulations for the custody and control of their funds. The Systems issue a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by writing to the New York State and Local Retirement Systems, Gov. Alfred E. Smith State Office Building, Albany, NY 12244. Funding Policy The Systems are noncontributory except for employees who joined the New York State and Local Employees’ Retirement System after July 27, 1976 who contribute 3% of their salary. Under the authority of the NYSRSSL, the Comptroller shall certify annually the rates expressed as proportions of payroll members, which shall be used in computing the contributions required to be made by employers to the pension accumulation fund. The Town of Lansing is required to contribute at an actuarially determined rate. The required contributions for the current year and two preceding years were: ERS 2019 232,512 2020 263,575 2021 304,659 The Town’s contributions made to the Systems were equal to 100 percent of the contributions required for each year. 2. Short Term Debt Summary of Short Term Debt Outstanding Outstanding 12/31/120 Additions Reductions 12/31/21 BANS $00 $00 $00 $00 On September 10, 2020, all of our BANS were converted to a BOND. 3. Long Term Debt a. On December 31, 2021, the total outstanding indebtedness of the Town Aggregated $2,90,477. Of this amount, $95,794,763 is subject to the constitutional debt limit and represents 3 % of the Town’s debt limit. b. Serial Bonds – The Town borrows money in order to acquire land or equipment or construct buildings and improvements. This enables the cost of these capital assets to be borne by the present and future taxpayers receiving the benefit of the capital assets. These long-term liabilities, which are full faith and credit debt of the local government, are recorded in the General Long-Term Debt Account Group. 6 c. Summary of Long-Term Debt Outstanding Outstanding 12/31/20 Additions Reductions 12/31/21 Serial Bonds $2,694,081 +0 - 164,081 $2,530,000 State Loan $ 407,712 +0 - 37,235 $370,477 $3,101,793 +0 - 201,316 $2,900,477 d. Maturity Schedule - See Supplemental Section of Annual Update Document. C. Fund Equity 1. Reserves The Capital projects fund equity includes capital reserve funds established for the following purposes: Purpose Balance 12/31/2021 The Highway Fund (DA) equity includes capital reserve funds established for the following purposes: Highway Equipment $300,541.68 The General Fund (A) equity includes capital reserve funds established for the following purposes: Purpose Balance 12/31/2021 Excess Dog Control Revenues $ 21,492.42 Non-Recurring Repairs $ 106,576.40 Reserve for Park & Rec Equip $ 15,052.67 Technology $ 15,063.67 Parkland & Trailways $ 134.26 2. Prior Period Adjustments to Fund Balance