DALTON STATE COLLEGE Dalton, Georgia
REPORT ON AUDIT OF THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2014
DALTON STATE COLLEGE - TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S REPORT
REQUIRED SUPPLEMENTARY INFORMATION
MANAGEMENT'S DISCUSSION AND ANALYSIS
BASIC FINANCIAL STATEMENTS
EXHIBITS
A STATEMENT OF NET POSITION
B STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION
C STATEMENT OF CASH FLOWS
D NOTES TO THE FINANCIAL STATEMENTS
SUPPLEMENTARY INFORMATION
SCHEDULES
1 BALANCE SHEET (NON-GAAP BASIS) BUDGET FUND 2 SUMMARY BUDGET COMPARISON AND SURPLUS ANALYSIS REPORT
(NON-GAAP BASIS) BUDGET FUND 3 STATEMENT OF FUNDS AVAILABLE AND EXPENDITURES COMPARED TO BUDGET
BY PROGRAM AND FUNDING SOURCE (NON-GAAP BASIS) BUDGET FUND
4 STATEMENT OF CHANGES TO FUND BALANCE BY PROGRAM AND FUNDING SOURCE (NON-GAAP BASIS) BUDGET FUND
5 RECONCILIATION OF BUDGET TO GAAP 6 RECONCILIATION OF SALARIES AND TRAVEL
Page
i
2 3 4 7
26 27 28 30 32 33
DALTON STATE COLLEGE - TABLE OF CONTENTS -
SECTION II COMPLIANCE AND INTERNAL CONTROL REPORTS INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
SECTION III CURRENT YEAR FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION I FINANCIAL
Greg S. Griffin
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 12, 2014
Honorable Nathan Deal, Governor Members of the General Assembly of Georgia Members of the Board of Regents of the University System of Georgia
and Honorable John O. Schwenn, President Dalton State College
INDEPENDENT AUDITOR'S REPORT
Ladies and Gentlemen:
Report on the Financial Statements
We have audited the accompanying basic financial statements (Exhibits A through D) of Dalton State College, a unit of the University System of Georgia, which is an organizational unit of the State of Georgia, as of and for the year ended June 30, 2014.
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 an opinion 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 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 Dalton State College'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
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on the effectiveness of Dalton State College'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.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.
Opinion
In our opinion, the basic financial statements referred to above present fairly, in all material respects, the respective financial position of Dalton State College as of June 30, 2014, and the respective changes in financial position and cash flows thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America.
Emphasis of Matter
As discussed in Note 1, the financial statements of Dalton State College are intended to present the financial position and changes in financial position and cash flows of only that portion of the businesstype activities of the State of Georgia that is attributable to the transactions of Dalton State College. They do not purport to, and do not, present fairly the financial position of the State of Georgia as of June 30, 2014, the changes in its financial position or its cash flows for the year then ended, in conformity with accounting principles generally accepted in the United States of America.
As described in Note 1 to the financial statements, in 2014, Dalton State College adopted new accounting guidance, Governmental Accounting Standards Board (GASB) Statement No. 65, Items Previously Reported as Assets and Liabilities. Our opinion is not modified with respect to this matter.
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 i through vi 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 inquires 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 an opinion on the basic financial statements of Dalton State College. The accompanying supplementary information (Schedules 1 through 6) is presented for purposes of additional analysis and is not a required part of the basic financial statements.
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The accompanying supplementary information (Schedules 1 through 6) is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting or 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 information is fairly stated in all material respects in relation to the basic financial statements taken as a whole.
Other Reporting Required by Governm ent Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated December 12, 2014, on our consideration of Dalton State College'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 Dalton State College's internal control over financial reporting and compliance.
Respectfully,
GSG:as 14ARL-62
Greg S. Griffin State Auditor
REQUIRED SUPPLEMENTARY INFORMATION
DALTON STATE COLLEGE
Management's Discussion and Analysis
Introduction
Dalton State College is one of the 31 institutions of higher education of the University System of Georgia. The College, located in Dalton, Georgia, was founded in 1967 and has become known for its transfer, health-related, and business programs. The College offers some certificates, associate and baccalaureate degrees. This wide range of educational opportunities attracts a highly qualified faculty and a growing student body. Enrollment figures for the College are shown in the comparison numbers that follow:
Students
Students
Faculty
(Headcount)
(FTE)
Fiscal Year 2014 Fiscal Year 2013 Fiscal Year 2012
169
5,015
4,246
173
5,047
4,221
172
5,485
4,595
Overview of the Financial Statements and Financial Analysis
Dalton State College is pleased to present its financial statements for fiscal year 2014. The emphasis of discussions about these statements will be on current year data. There are three financial statements presented: the Statement of Net Position; the Statement of Revenues, Expenses and Changes in Net Position; and the Statement of Cash Flows. This discussion and analysis of the College's financial statements provides an overview of its financial activities for the year. Comparative data is provided for fiscal year 2014 and fiscal year 2013.
Statement of Net Position
The Statement of Net Position presents the assets, liabilities, and net position of the College as of the end of the fiscal year. The Statement of Net Position is a point-of-time financial statement. The Statement of Net Position presents a fiscal snapshot of Dalton State College. The Statement of Net Position presents end-of-year data concerning assets (current and noncurrent) plus deferred outflows, and liabilities (current and noncurrent) plus deferred inflows, and net position (assets plus deferred outflows minus liabilities plus deferred inflows). The differences between current and noncurrent assets are discussed in the Notes to the Financial Statements.
From the data presented, readers of the Statement of Net Position are able to determine the assets available to continue the operations of the institution and how much the institution owes vendors.
Finally, the Statement of Net Position provides a picture of the net position (assets plus deferred outflows minus liabilities plus deferred inflows) and their availability for expenditure by the institution. Net position is divided into three major categories. The first category, net investment in capital assets, provides the institution's equity in property, plant and equipment owned by the institution. The next category is restricted, which is divided into two categories, nonexpendable and expendable.
The corpus of nonexpendable, restricted resources is available only for investment purposes. Expendable, restricted resources are available for expenditure by the institution but must be spent for purposes as determined by donors and/or external entities that have placed time or purpose restrictions on the use of the assets. The final category is unrestricted. Unrestricted resources are available to the institution for any lawful purpose.
i
Statement of Net Position, Condensed
Assets Current Assets Capital Assets, Net Other Assets
Total Assets
Liabilities Current Liabilities Noncurrent Liabilities
Total Liabilities
Net Position Net Investment in Capital Assets Restricted Expendable Unrestricted
Total Net Position
June 30, 2014
$
8,630,103
44,181,271
49,131
52,860,505
2,306,501 7,222,812
9,529,313
37,071,606
1,961 6,257,625
$ 43,331,192
June 30, 2013
$
7,887,527
28,609,024
36,496,551
2,141,397 7,273,172
9,414,569
21,393,034
1,961 5,686,987
$ 27,081,982
Total assets increased by $16,363,954 which was primarily due to an increase of $15,572,247 in the category of Capital Assets, Net. The balance of the increase is mainly in Cash and Cash Equivalents.
Total liabilities increased for the year by $114,744. The combination of the increase in total assets of $16,363,954 and the increase in total liabilities of $114,744 yields an increase in net position of $16,249,210. The increase in net position is primarily in the category of Net Investment in Capital Assets, in the amount of $15,678,572.
Statement of Revenues, Expenses and Changes in Net Position
Changes in total net position as presented on the Statement of Net Position are based on the activity presented in the Statement of Revenues, Expenses and Changes in Net Position. The purpose of the statement is to present the revenues received by the institution, both operating and nonoperating, and the expenses paid by the institution, operating and nonoperating, and any other revenues, expenses, gains and losses received or spent by the institution. Generally, operating revenues are received for providing goods and services to the various customers and constituencies of the institution. Operating expenses are those expenses paid to acquire or produce the goods and services provided in return for the operating revenues, and to carry out the mission of the institution. Nonoperating revenues are revenues received for which goods and services are not provided. For example state appropriations are nonoperating because they are provided by the Legislature to the institution without the Legislature directly receiving commensurate goods and services for those revenues.
ii
Statement of Revenues, Expenses and Changes in Net Position, Condensed
June 30, 2014
June 30, 2013
Operating Revenues Operating Expenses
$ 14,475,657 42,093,642
$ 13,239,025 38,797,296
Operating Loss
-27,617,985
-25,558,271
Nonoperating Revenues and Expenses
26,897,873
25,591,260
Income (Loss) Before Other Revenues, Expenses, Gains or Losses
-720,112
32,989
Other Revenues, Expenses, Gains or Losses
16,969,322
-3,826,807
Increase (Decrease) in Net Position
16,249,210
-3,793,818
Net Position at Beginning of Year
27,081,982
30,875,800
Net Position at End of Year
$ 43,331,192
$ 27,081,982
The Statement of Revenues, Expenses and Changes in Net Position reflect a positive year, which is represented by an increase in net position at the end of the year. Some highlights of the information presented on this statement are as follows:
iii
Revenue by Source For the Years Ended June 30, 2014 and June 30, 2013
June 30, 2014
June 30, 2013
Operating Revenue
Tuition and Fees
$
Grants and Contracts
Sales and Services of Educational Departments
Auxiliary
Other
8,603,624 2,207,023
8,613 3,548,955
107,442
$
8,376,203
1,786,949
2,990
2,977,146
95,737
Total Operating Revenue
14,475,657
13,239,025
Nonoperating Revenue State Appropriations Grants and Contracts Gifts Investment Income Other
14,038,522 11,746,545
1,577,718 418
-2,130
13,262,082 12,465,600
290,172 662
6,708
Total Nonoperating Revenue
27,361,073
26,025,224
Capital Grants and Gifts State Other
16,558,268 411,054
66,993 76,771
Total Capital Grants and Gifts
16,969,322
143,764
Total Revenues
$ 58,806,052
$ 39,408,013
Expenses (By Functional Classification) For the Years Ended June 30, 2014 and June 30, 2013
June 30, 2014
June 30, 2013
Operating Expenses Instruction Public Service Academic Support Student Services Institutional Support Plant Operations and Maintenance Scholarships and Fellowships Auxiliary Enterprises
$ 15,585,250 4,513
2,629,397 2,925,298 4,472,853 6,983,125 6,565,516 2,927,690
$ 15,826,581
2,482,133 2,739,679 4,039,240 4,714,266 6,869,896 2,125,501
Total Operating Expenses
42,093,642
38,797,296
Nonoperating Expenses Interest Expense (Capital Assets)
463,200
433,964
Total Expenses
$ 42,556,842
$ 39,231,260
iv
Operating revenues increased by $1,236,632 in fiscal year 2014. Tuition and Fees increased by 3% while revenues from Grants and Contracts increased roughly 24% and revenues from Auxiliary Services increased by 19%.
The Auxiliary revenue increase of $571,809 is a result of the changing environment of residential life at Dalton State College. During the year, residential life increased both its number of available beds as well as its occupancy rate at the Wood Valley Apartments. In addition, the College also increased its student fee for intercollegiate athletics during fiscal year 2014.
Nonoperating revenues increased $1,335,849 by for the year primarily due to an increase in State Appropriations as well as an increase in Gifts.
Utilities increased by $72,346 during the past year. The increase was primarily due to the addition of Dalton State College's new science building as well as the increased natural gas costs that were experienced during the winter of fiscal year 2014. Increases in utilities, repairs and maintenance and equipment purchases affected the Plant Operations and Maintenance category.
Statement of Cash Flows
The final statement presented by the Dalton State College is the Statement of Cash Flows. The Statement of Cash Flows presents detailed information about the cash activity of the institution during the year. The statement is divided into five parts. The first part deals with operating cash flows and shows the net cash used by the operating activities of the institution. The second section reflects cash flows from noncapital financing activities. This section reflects the cash received and spent for nonoperating, noninvesting, and noncapital financing purposes. The third section deals with cash flows from capital and related financing activities. This section deals with the cash used for the acquisition and construction of capital and related items. The fourth section reflects the cash flows from investing activities and shows the purchases, proceeds, and interest received from investing activities. The fifth section reconciles the net cash used to the operating income or loss reflected on the Statement of Revenues, Expenses and Changes in Net Position.
Cash Flows for the Years Ended June 30, 2014 and 2013, Condensed
June 30, 2014
June 30, 2013
Cash Provided (Used) By: Operating Activities Noncapital Financing Activities Capital and Related Financing Activities Investing Activities
$
-25,410,888
27,695,697
-1,080,187
418
$
-24,110,313
26,043,244
-760,769
662
Net Change in Cash Cash, Beginning of Year
1,205,040 6,566,116
1,172,824 5,393,292
Cash, End of Year
$
7,771,156
$
6,566,116
Capital Assets
The College had one significant capital asset addition for facilities in fiscal year 2014. The College's new science building, (GSFIC Project J178), was completed and opened during April 2014. The total value of the building was $16,352,592.
v
Dalton State College also began the design phase for the renovation of the technical education building. Funding for this project will be provided by the Georgia State Financing and Investment Commission (GSFIC) and it is scheduled to be completed during fiscal year 2015.
For additional information concerning Capital Assets, see Notes 1, 6, 8, 9 and 10 in the Notes to the Financial Statements.
Long-Term Liabilities
Dalton State College had Long-Term Liabilities of $7,784,204 of which $561,392 was reflected as current liability at June 30, 2014.
For additional information concerning Long-Term Liabilities, see Notes 1, 8 and 9 in the Notes to the Financial Statements.
Economic Outlook
During fiscal year 2014, the local economy continued to recover at a relatively slow pace. Signs of stabilization and economic growth are appearing throughout the country; however many analysts continue to estimate that the recovery will continue to progress at a relatively slow pace. The extended period of recession has had a significantly adverse effect on the City of Dalton and its surrounding communities. Recent reports by the Bureau of Labor Statistics have shown that the national unemployment rate in May of 2014 was 6.3% and the State of Georgia unemployment rate was 7.2%. Unfortunately, the unemployment rate in Dalton area remains much higher than both the national and state rate with the most recent report showing a rate of 8.8%.
During fiscal year 2014, Dalton State College received an increase in state appropriations and while student head count slightly decreased from the prior year, FTE increased slightly when compared to that of the previous year. Additionally, the upcoming 2015 fiscal year budget will be much like that of the 2014 fiscal year. Although the institution has again received a very small increase in state funding which helps to offset the increase in employee benefits and increased utility costs, early indications show enrollment at the College will be flat compared to the previous year.
Dalton State College officials anticipate the current fiscal year budget will be much like that experienced in previous years, with the possibly of budget cuts if enrollment at the College continues to decline. As in years past, the administration is aware of the severity of the continued slow economic recovery and it is maintaining a close watch on both the local and national economy as well as enrollment at the College for any signs of change.
Dr. John Schwenn, President Dalton State College
Mr. Scott Bailey, Vice President for Fiscal Affairs
vi
BASIC FINANCIAL STATEMENTS - 1 -
DALTON STATE COLLEGE STATEMENT OF NET POSITION
JUNE 30, 2014
ASSETS
Current Assets Cash and Cash Equivalents Accounts Receivable, Net (Note 3) Receivables - Federal Financial Assistance Receivables - Other Due from Affiliated Organizations Inventories (Note 4) Prepaid Items
Total Current Assets
Noncurrent Assets Due from USO - Capital Liability Reserve Fund Capital Assets, Net (Note 6)
Total Noncurrent Assets
Total Assets
LIABILITIES
Current Liabilities Accounts Payable Salaries Payable Deposits Advances (Including Tuition and Fees) (Note 7) Deposits Held for Other Organizations Lease Purchase Obligations Compensated Absences
Total Current Liabilities
Noncurrent Liabilities Lease Purchase Obligations Compensated Absences
Total Noncurrent Liabilities
Total Liabilities
NET POSITION
Net Investment in Capital Assets Restricted for:
Expendable Unrestricted
Total Net Position
The notes to the financial statements are an integral part of this statement.
- 2 -
EXHIBIT "A"
$
7,771,156
272,753 485,526
61,446 9,077
30,145
8,630,103
49,131 44,181,271
44,230,402
52,860,505
302,766 56,980 6,041
1,075,682 303,640 113,261 448,131
2,306,501
6,996,404 226,408
7,222,812
9,529,313
37,071,606
1,961 6,257,625
$
43,331,192
DALTON STATE COLLEGE STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION
YEAR ENDED JUNE 30, 2014
OPERATING REVENUES
Student Tuition and Fees (Net of Allowance for Doubtful Accounts) Less: Scholarship Allowances
Grants and Contracts Federal State Other
Sales and Services Auxiliary Enterprises
Residence Halls Bookstore Food Services Parking/Transportation Intercollegiate Athletics Other Organizations Other Operating Revenues
Total Operating Revenues
OPERATING EXPENSES
Salaries Faculty Staff
Employee Benefits Other Personal Services Travel Scholarships and Fellowships Utilities Supplies and Other Services Depreciation
Total Operating Expenses
Operating Loss
NONOPERATING REVENUES (EXPENSES)
State Appropriations Grants and Contracts
Federal Gifts Investment Income (Endowments, Auxiliary and Other) Interest Expense (Capital Assets) Other Nonoperating Expenses
Net Nonoperating Revenues
Loss Before Other Revenues, Expenses, Gains, or Losses
Capital Grants and Gifts State Other
Total Other Revenues, Expenses, Gains or Losses
Increase in Net Position
Net Position - Beginning of Year
Net Position - End of Year
The notes to the financial statements are an integral part of this statement.
- 3 -
EXHIBIT "B"
$
15,282,305
-6,678,681
409,594 52,146
1,745,283 8,613
1,362,572 161,916 10,122 912,199 843,344 258,802 107,442
14,475,657
10,010,838 8,142,033 6,179,167 151,857 183,031 6,610,593 1,286,399 7,626,428 1,903,296
42,093,642
-27,617,985
14,038,522
11,746,545 1,577,718 418 -463,200 -2,130
26,897,873
-720,112
16,558,268 411,054
16,969,322
16,249,210
27,081,982
$
43,331,192
DALTON STATE COLLEGE STATEMENT OF CASH FLOWS YEAR ENDED JUNE 30, 2014
CASH FLOWS FROM OPERATING ACTIVITIES Tuition and Fees Grants and Contracts (Exchange) Sales and Services Payments to Suppliers Payments to Employees Payments for Scholarships and Fellowships Auxiliary Enterprise Charges: Residence Halls Bookstore Food Services Parking/Transportation Intercollegiate Athletics Other Organizations Other Receipts
Net Cash Used by Operating Activities
CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES State Appropriations Agency Funds Transactions Gifts and Grants Received for Other than Capital Purposes Other Nonoperating Receipts
Net Cash Flows Provided by Noncapital Financing Activities
CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Capital Grants and Gifts Received Purchases of Capital Assets Principal Paid on Capital Debt and Leases Interest Paid on Capital Debt and Leases
Net Cash Used by Capital and Related Financing Activities
CASH FLOWS FROM INVESTING ACTIVITIES Interest on Investments
Net Increase in Cash
Cash and Cash Equivalents - Beginning of Year
Cash and Cash Equivalents - End of Year
EXHIBIT "C"
$
8,559,987
2,427,883
8,613
-15,381,686
-18,142,127
-6,610,593
1,366,084 142,292 9,960 895,473 888,045 262,580 162,601
-25,410,888
14,038,522 359,258
13,295,605 2,312
27,695,697
182,956 -693,618 -106,325 -463,200
-1,080,187
418 1,205,040 6,566,116
$
7,771,156
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DALTON STATE COLLEGE STATEMENT OF CASH FLOWS YEAR ENDED JUNE 30, 2014
RECONCILIATION OF OPERATING LOSS TO NET CASH USED BY OPERATING ACTIVITIES:
Operating Loss Adjustments to Reconcile Operating Loss to Net Cash
Used by Operating Activities Depreciation Change in Assets and Liabilities: Receivables, Net Inventories Prepaid Items Accounts Payable Advances (Including Tuition and Fees) Other Liabilities Compensated Absences
Net Cash Used by Operating Activities
NONCASH ACTIVITY Gift Reducing Proceeds of Gifts and Grants Received for Other Than Capital Purposes Gift of Capital Assets Reducing Proceeds of Capital Grants and Gifts
EXHIBIT "C"
$
-27,617,985
1,903,296
216,481 5,504
13,047 117,167 -47,082
-1,858 542
$
-25,410,888
$
-695,915
$
-16,786,366
The notes to the financial statements are an integral part of this statement. - 5 -
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Note 1. Summary of Significant Accounting Policies
Nature of Operations Dalton State College serves the state and national communities by providing its students with academic instruction that advances fundamental knowledge, and by disseminating knowledge to the people of Georgia and throughout the country.
Reporting Entity Dalton State College is one of thirty-one (31) State supported member institutions of higher education in Georgia which comprise the University System of Georgia, an organizational unit of the State of Georgia. The accompanying financial statements reflect the operations of Dalton State College as a separate reporting entity.
The Board of Regents has constitutional authority to govern, control and manage the University System of Georgia. This authority includes but is not limited to the power to designate management, the ability to significantly influence operations, the authority to control institutions' budgets, the power to determine allotments of State funds to member institutions and the authority to prescribe accounting systems and administrative policies for member institutions. Dalton State College does not have authority to retain unexpended State appropriations (surplus) for any given fiscal year. Accordingly, Dalton State College is considered an organizational unit of the Board of Regents of the University System of Georgia reporting entity for financial reporting purposes because of the significance of its legal, operational, and financial relationships with the Board of Regents as defined in Section 2100 of the Governmental Accounting Standards Board (GASB) Codification of Governmental Accounting and Financial Reporting Standards.
Legally separate, tax exempt Affiliated Organizations whose activities primarily support units of the University System of Georgia, which are organizational units of the State of Georgia, are considered potential Component Units of the State. See Note 15 for additional information.
Financial Statement Presentation The financial statements have been prepared in accordance with generally accepted accounting principles (GAAP) as prescribed by the GASB and are presented as required by these standards to provide a comprehensive, entity-wide perspective of the College's assets, deferred outflow of resources, liabilities, deferred inflows of resources, net position, revenues, expenses, changes in net position and cash flows.
Basis of Accounting For financial reporting purposes, the College is considered a special-purpose government engaged only in business-type activities. Accordingly, the College's financial statements have been presented using the economic resources measurement focus and the accrual basis of accounting. Under the accrual basis, revenues are recognized when earned, and expenses are recorded when an obligation has been incurred. All significant intra- College transactions have been eliminated.
New Accounting Pronouncements In fiscal year 2014, the College adopted the Governmental Accounting Standards Board (GASB) Statement No. 65, Items Previously Reported as Assets and Liabilities. The provisions of this Statement clarify the use of deferred inflows of resources and deferred outflows of resources. Certain items, including those items which were previously reported as assets and liabilities, will now be reported as outflows of resources or inflows of resources. As of June 30, 2014, the College did not have any deferred outflows of resources or deferred inflows of resources.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
In fiscal year 2014, the College adopted Governmental Accounting Standards Board (GASB) Statement No. 66, Technical Corrections - 2012, an amendment to GASB Statements No. 10 and No. 62. The objective of this Statement is to resolve conflicting guidance by amending GASB Statement No. 10, Accounting and Financial Reporting for Risk Financing and Related Insurance Issues and GASB Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements. GASB Statement No. 10 was amended by removing the provision that limited fund based reporting of an entity's risk and financing activities to certain funds. GASB Statement No. 62 was amended by modifying guidance on (1) operating lease payments that vary from a straight-line basis, (2) purchases of a loan or a group of loans, and (3) recognition of servicing fees on mortgage loans that are sold when the stated service fee rate differs from a current (normal) servicing fee rate. The adoption of this statement does not have a significant impact on the College's financial statements.
In fiscal year 2014, the College adopted Governmental Accounting Standards Board (GASB) Statement No. 70, Accounting and Financial Reporting for Nonexchange Financial Guarantees. This Statement establishes accounting and reporting requirements for state and local governments that extend or receive financial guarantees that are nonexchange transactions. The adoption of this statement does not have a significant impact on the College's financial statements.
Future Accounting Pronouncements In fiscal year 2015, the College will adopt Governmental Accounting Standards Board (GASB) Statement No. 68, Accounting and Financial Reporting for Pensions. The provisions of this Statement establish accounting and financial reporting standards for pensions that are provided to the employees of state and local governmental employers through pension plans that are administered through trusts. Implementation of this Statement will require the College to record a liability for its proportionate share of the Net Pension Liability of pension plans in which it participates. Actuarial estimates are currently being made to determine the College's liability, the effects of which are believed to be material.
Cash and Cash Equivalents Cash and Cash Equivalents consist of petty cash, demand deposits and time deposits in authorized financial institutions, and cash management pools that have the general characteristics of demand deposit accounts. This includes the State Investment Pool.
Accounts Receivable Accounts receivable consists of tuition and fees charged to students and auxiliary enterprise services provided to students, faculty and staff, the majority of whom reside in the State of Georgia. Accounts receivable also includes amounts due from the Federal government, state and local governments, or private sources, in connection with reimbursement of allowable expenditures made pursuant to the College's grants and contracts. Accounts receivable are recorded net of estimated uncollectible amounts.
Inventories Consumable supplies are carried at the lower of cost or market on the first-in, first-out ("FIFO") basis. Resale Inventories are valued at cost using the "first-in, first-out" (FIFO) basis.
Capital Assets Capital assets are recorded at cost at the date of acquisition, or fair market value at the date of donation in the case of gifts. For equipment, the College's capitalization policy includes all items with a unit cost of $5,000 or more, and an estimated useful life of greater than one year. Renovations to buildings, infrastructure, and land improvements that exceed $100,000 and/or significantly increase the value or extend the useful life of the structure are capitalized. Routine repairs and maintenance are charged to operating expense in the year in which the expense was incurred. Depreciation, which
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
also includes amortization of intangible assets such as water, timber, and mineral rights, easements, patents, trademarks, and copyrights, as well as software, is computed using the straight-line method over the estimated useful lives of the assets, generally 40 to 60 years for buildings, 20 to 25 years for infrastructure and land improvements, 10 years for library books, and 3 to 20 years for equipment. Residual values generally are 10% of historical costs for infrastructure, buildings and building improvements, and facilities and other improvements.
To fully understand plant additions in the University System, it is necessary to look at the activities of the Georgia State Financing and Investment Commission (GSFIC) - an organization that is external to the System. GSFIC issues bonds for and on behalf of the State of Georgia, pursuant to powers granted to it in the Constitution of the State of Georgia and the Act creating the GSFIC. These bonds constitute direct and general obligations of the State of Georgia, to the payment of which the full faith, credit and taxing power of the State are pledged.
For projects managed by GSFIC, GSFIC retains construction-in-progress on its books throughout the construction period and transfers the entire project to the College when complete. For projects managed by the College, the College retains construction-in-progress on its books and is reimbursed by GSFIC. For the year ended June 30, 2014, GSFIC transferred one building valued at $16,352,592.
Capital Liability Reserve Fund In fiscal year 2014, the Board of Regents established a Capital Liability Reserve Fund (Fund) to protect the fiscal integrity of the University System of Georgia (USG), to maintain the strongest possible credit ratings associated with Public Private Venture (PPV) projects, and to ensure that the Board of Regents can effectively support its long-term capital lease obligations. The Fund is financed by all USG institutions participating in the PPV program. The Fund serves as a pooled reserve that is managed by the Board of Regents. The Fund shall only be used to address significant shortfalls and only insofar as a requesting USG institution is unable to make the required PPV capital lease payment to the designated cooperative organization. The Fund will continue as long as the Board of Regents has rental obligations under the PPV program and at the conclusion of the program, funds will be returned to the Institute. Dalton State College's contribution to the fund as of June 30, 2014 was $49,131.
Deposits Deposits represent good faith deposits from students to reserve housing assignments in a College residence hall.
Advances Advances include amounts received for tuition and fees and certain auxiliary activities prior to the end of the fiscal year but related to the subsequent accounting period. Advances also include amounts received from grant and contract sponsors that have not yet been earned.
Compensated Absences Employee vacation pay is accrued at year-end for financial statement purposes. The liability and expense incurred are recorded at year-end as compensated absences in the Statement of Net Position, and as a component of compensation and benefit expense in the Statement of Revenues, Expenses and Changes in Net Position.
Noncurrent Liabilities Noncurrent liabilities include (1) liabilities that will not be paid within the next fiscal year; (2) capital lease obligations with contractual maturities greater than one year; and (3) other liabilities that, although payable within one year, are to be paid from funds that are classified as noncurrent assets.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Net Assets The College's net position is classified as follows:
Net Investment in Capital Assets: This represents the College's total investment in capital assets, net of outstanding debt obligations, deferred outflows of resources and deferred inflows of resources related to those capital assets. To the extent debt has been incurred or deferred inflows of resources have been received but not yet expended for capital assets, such amounts are not included as a component of the net investment in capital assets. The term "debt obligations" as used in this definition does not include debt of the GSFIC as discussed previously in Note 1 - Capital Assets section.
Restricted - nonexpendable: includes endowment and similar type funds, in which donors or other outside sources have stipulated, as a condition of the gift instrument, that the principal is to be maintained inviolate and in perpetuity, and invested for the purpose of producing present and future income, which may be either expended or added to principal. The College may accumulate as much of the annual net income of an institutional fund as is prudent under the standard established by Code Section 44-15-7 of Annotated Code of Georgia.
Restricted - expendable: includes resources in which the College is legally or contractually obligated to spend in accordance with restrictions imposed by external third parties.
Expendable Restricted include the following at June 30, 2014:
Restricted - E&G and Other Organized Activities
$
1,961
Restricted - expendable - Capital Projects: This represents resources for which the College is legally or contractually obligated to spend resources for capital projects in accordance with restrictions imposed by external third parties.
Unrestricted: Unrestricted represents resources derived from student tuition and fees, state appropriations, and sales and services of educational departments and auxiliary enterprises. These resources are used for transactions relating to the educational and general operations of the College, and may be used at the discretion of the governing board to meet current expenses for those purposes, except for unexpended state appropriations (surplus) of $21,765.63. Unexpended state appropriations must be refunded to the Board of Regents of the University System of Georgia, University System Office for remittance to the Office of the State Treasurer. These resources also include auxiliary enterprises, which are substantially self-supporting activities that provide services for students, faculty and staff.
Unrestricted resources include the following items which are quasi-restricted by management at June 30, 2014:
R & R Reserve Reserve for Encumbrances Reserve for Inventory Capital Liability Reserve Fund Other Unrestricted
$
1,986,043
2,141,675
14,814
49,131
2,065,962
Total Unrestricted Net Position
$
6,257,625
When an expense is incurred that can be paid using either restricted or unrestricted resources, the College's policy is to first apply the expense towards unrestricted resources, and then towards restricted resources.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Income Taxes Dalton State College, as a political subdivision of the State of Georgia, is excluded from Federal income taxes under Section 115(1) of the Internal Revenue Code, as amended.
Classification of Revenues and Expenses The Statement of Revenues, Expenses and Changes in Net Position classify fiscal year activity as operating and nonoperating according to the following criteria:
Operating revenue includes activities that have the characteristics of exchange transactions, such as (1) student tuition and fees, net of scholarship allowances, (2) certain Federal, state and local grants and contracts, and (3) sales and services.
Nonoperating revenue includes activities that have the characteristics of nonexchange transactions, such as gifts and contributions, and other revenue sources that are defined as nonoperating revenue by GASB No. 9, Reporting Cash Flows of Proprietary and Nonexpendable Trust Funds and Governmental Entities That Use Proprietary Fund Accounting, and GASB No. 34, such as state appropriations and investment income.
Operating Expenses Operating expense includes activities that have the characteristics of exchange transactions.
Nonoperating expense includes activities that have the characteristics of nonexchange transactions, such as capital financing costs and costs related to investment activity.
Scholarship Allowances Student tuition and fee revenues, and certain other revenues from students, are reported at gross with a contra revenue account of scholarship allowances in the Statement of Revenues, Expenses and Changes in Net Position. Scholarship allowances are the difference between the stated charge for goods and services provided by the College, and the amount that is paid by students and/or third parties making payments on the students' behalf.
Certain governmental grants, such as Pell grants, and other Federal, state or nongovernmental programs are recorded as either operating or nonoperating revenues in the College's financial statements. To the extent that revenues from such programs are used to satisfy tuition and fees and other student charges, the College has recorded contra revenue for scholarship allowances.
Note 2. Deposits and Investments
Deposits The custodial credit risk for deposits is the risk that in the event of a bank failure, the College's deposits may not be recovered. Funds belonging to the State of Georgia (and thus the College) cannot be placed in a depository paying interest longer than ten days without the depository providing a surety bond to the State. In lieu of a surety bond, the depository may pledge as collateral any one or more of the following securities as enumerated in the Official Code of Georgia Annotated Section 50-17-59:
1. Bonds, bills, notes, certificates of indebtedness, or other direct obligations of the United States or of the State of Georgia.
2. Bonds, bills, notes, certificates of indebtedness or other obligations of the counties or municipalities of the State of Georgia.
3. Bonds of any public authority created by the laws of the State of Georgia, providing that the statute that created the authority authorized the use of the bonds for this purpose.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
4. Industrial revenue bonds and bonds of development authorities created by the laws of the State of Georgia.
5. Bonds, bills, certificates of indebtedness, notes or other obligations of a subsidiary corporation of the United States government, which are fully guaranteed by the United States government both as to principal and interest and debt obligations issued by the Federal Land Bank, the Federal Home Loan Bank, the Federal Intermediate Credit Bank, the Central Bank for Cooperatives, the Farm Credit Banks, the Federal Home Loan Mortgage Association and the Federal National Mortgage Association.
6. Guarantee or insurance of accounts provided by the Federal Deposit Insurance Corporation.
At June 30, 2014, the carrying value of deposits was $7,255,583 and the bank balance was $8,194,680. Of the College's deposits, $7,694,680 were uninsured and collateralized with securities held by the financial institution, by its trust department or agent, but not in the College's name. The Treasurer of the Board of Regents is responsible for all details relative to furnishing the required depository protection for all units of the University System of Georgia.
Investments At June 30, 2014, the carrying value of the College's investments was $500,418, which is materially the same as fair value. These investments were comprised entirely of funds invested in the Office of the State Treasurer investment pools as follows:
Investment Pools Office of the State Treasurer Georgia Fund 1
$
500,418
The Georgia Fund 1 Investment Pool, managed by the Office of the State Treasurer, is not registered with the Securities and Exchange Commission as an investment company. This investment is valued at the pool's share price, $1.00 per share. The Georgia Fund 1 Investment Pool is an AAAf rated investment pool by Standard and Poor's. The Weighted Average Maturity of the Fund is 62 days. The investment policy of the Office of the State Treasurer for the Georgia Fund 1 does not provide for investment in derivatives or similar investments. Additional information on the Georgia Fund 1 is disclosed in the State of Georgia Comprehensive Annual Financial Report. This audit can be obtained from the Georgia Department of Audits and Accounts at www.audits.ga.gov/SGD/CAFR.html.
Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investments will adversely affect the fair value of an investment. The College does not have a formal policy for managing interest rate risk.
Credit Quality Risk Credit quality risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The College does not have a formal policy for managing credit quality risk.
Note 3. Accounts Receivable
Accounts receivable consisted of the following at June 30, 2014:
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
Student Tuition and Fees
$
Auxiliary Enterprises and Other Operating Activities
Federal Financial Assistance
Georgia State Financing and Investment Commission
Due from Affiliated Organizations
Other
Less Allowance for Doubtful Accounts
Net Accounts Receivable
$
186,031 67,705
272,753 37,287 61,446
341,860
967,082 147,357
819,725
Note 4. Inventories Inventories consisted of the following at June 30, 2014:
Physical Plant
$
Other
Total Inventories
$
5,325 3,752
9,077
Note 5. Notes/ Loans Receivable Dalton State College does not have any note/loans as of June 30, 2014.
EXHIBIT "D"
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Note 6. Capital Assets Following are the changes in capital assets for the year ended June 30, 2014:
Beginning Balance July 1, 2013
Additions
Reductions
Ending Balance June 30, 2014
Capital Assets, Not Being Depreciated: Land Capitalized Collections Construction Work-In-Progress
$
435,065
$
435,065
23,669
23,669
282,333 $
182,957 $
282,333
182,957
Total Capital Assets, Not Being Depreciated
741,067
182,957
282,333
641,691
Capital Assets, Being Depreciated: Infrastructure Building and Building Improvements Facilities and Other Improvements Equipment Capital Leases Library Collections
1,346,095 31,448,072
2,427,236 4,518,527 7,137,222 6,365,120
16,352,592 991,865 234,903
336,409 6,459
1,346,095 47,800,664
2,427,236 5,173,983 7,137,222 6,593,564
Total Assets Being Depreciated
53,242,272
17,579,360
342,868
70,478,764
Less: Accumulated Depreciation: Infrastructure Building and Building Improvements Facilities and Other Improvements Equipment Capital Leases Library Collections
1,118,060 12,946,393
1,238,614 3,884,603
820,781 5,365,864
14,839 1,113,011
63,096 271,916 214,117 226,317
331,968 6,459
1,132,899 14,059,404
1,301,710 3,824,551 1,034,898 5,585,722
Total Accumulated Depreciation
25,374,315
1,903,296
338,427
26,939,184
Total Capital Assets, Being Depreciated, Net
27,867,957
15,676,064
4,441
43,539,580
Capital Assets, Net
$
28,609,024 $
15,859,021 $
286,774 $
Note 7. Advances (Including Tuition and Fees)
Advances (Including Tuitions and Fees) consisted of the following at June 30, 2014:
44,181,271
Prepaid Tuition and Fees Other - Advances
$
520,215
555,467
Totals
$
1,075,682
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Note 8. Long Term Liabilities Long-Term liability activity for the year ended June 30, 2014 was as follows:
Beginning Balance July 1, 2013
Additions
Reductions
Ending Balance June 30, 2014
Current Portion
Leases
Lease Obligations
$
Other Liabilities Compensated Absences
7,215,990 673,997 $
$ 530,937
106,325 $ 7,109,665 $
530,395
674,539
113,261 448,131
Total Long-Term Obligations $
7,889,987 $
530,937 $
636,720 $ 7,784,204 $
561,392
Note 9. Lease Obligations
Dalton State College is obligated under various operating leases for the use of real property (land, buildings, and office facilities) and equipment, and also is obligated under capital leases and installment purchase agreements for the acquisition of real property.
CAPITAL LEASES
Dalton State College has one capital lease for a parking deck, which has installments due on a semiannual basis and expires in fiscal year 2040. Expenditures for fiscal year 2014 were $602,307 of which $463,200 represented interest and $32,782 was allocated as reserves for future repairs and maintenance. Total principal paid on capital leases was $106,325 for the fiscal year ended June 30, 2014. The interest rate for this project was 5.952 percent. The College is responsible for all operating costs such as repairs, utilities and insurance for this lease. The outstanding liability at June 30, 2014, for this capital lease was $7,109,665. The following is a summary of the carrying values of assets held under capital lease at June 30, 2014:
Description
Gross Amount (+)
Accumulated Depreciation
(-)
Net Position Held Under Capital Lease at June 30, 2014
(=)
Outstanding Balances per Lease Schedules at June 30, 2014
Buildings - (PPV)
$
7,137,222 $
1,034,898 $
6,102,324 $
7,109,665
OPERATING LEASES
Dalton State College is currently obligated under two operating leases for the use of real property (land, buildings, and office facilities).
On July 1, 2013 Dalton State College renewed its contract with the Dalton State College Foundation to lease the Wood Valley Apartment complex. The lease agreement is for a period of one year at a rate of $26,758 per month or $321,096 for the year. If the addition of residential life continues to be successful at Dalton State College, the College will continue to renew the lease on a yearly basis.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
The Gilmer County Center lease was also renewed during fiscal year 2014. The facility was opened during fiscal year 2009 and is located at 103 Dalton Street in downtown Ellijay and is the property of Gilmer County. During the Fall 2013 semester more than 200 students attended class at the Gilmer County Center. The lease agreement with Gilmer County is for a period of one year at a rate of $10,156 per month, which can be renewed on a yearly basis.
Dalton State College also is under obligation for a number of operating leases related to the use of copiers and copier equipment.
FUTURE COMMITMENTS
Future commitments for capital leases (which here and on the Statement of Net Position include other installment purchase agreements) and for noncancellable operating leases having remaining terms in excess of one year as of June 30, 2014, were as follows:
Real Property and Equipment
Capital
Operating
Leases
Leases
Year Ending June 30: 2015 2016 2017 2018 2019 2020 - 2024 2025 - 2029 2030 - 2034 2035 - 2039 2040
$
534,768 $
501,789
535,070
180,692
535,227
180,692
535,227
138,422
538,525
2,693,251
2,712,542
2,733,157
2,756,243
551,327
Total Minimum Lease Payments
14,125,337 $ 1,001,595
Less: Interest
7,015,672
Principal Outstanding
$
7,109,665
Dalton State College's fiscal year 2014 expense for rental of real property and equipment under operating leases was $501,789.
Note 10. Retirement Plans
Dalton State College participates in various retirement plans administered by the State of Georgia under two major retirement systems: Employees' Retirement System of Georgia (ERS System) and Teachers Retirement System of Georgia. These two systems issue separate publicly available financial reports that include the applicable financial statements and required supplementary information. The reports may be obtained from the respective system offices. The significant retirement plans that Dalton State College participates in are described below. More detailed information can be found in the plan agreements and related legislation. Each plan, including benefit and contribution provisions, was established and can be amended by State law.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Employees' Retirement System of Georgia
The ERS System is comprised of individual retirement systems and plans covering substantially all employees of the State of Georgia except for teachers and other employees covered by the Teachers Retirement System of Georgia. One of the ERS System plans, the Employees' Retirement System of Georgia (ERS), is a cost-sharing multiple-employer defined benefit pension plan that was established by the Georgia General Assembly during the 1949 Legislative Session for the purpose of providing retirement allowances for employees of the State of Georgia and its political subdivisions. ERS is directed by a Board of Trustees and has the powers and privileges of a corporation. ERS acts pursuant to statutory direction and guidelines, which may be amended prospectively for new hires but for existing members and beneficiaries may be amended in some aspects only subject to potential application of certain constitutional restraints against impairment of contract.
On November 20, 1997, the Board created the Supplemental Retirement Benefit Plan (SRBP-ERS) of ERS. SRBP-ERS was established as a qualified governmental excess benefit plan in accordance with Section 415 of the Internal Revenue Code (IRC) as a portion of ERS. The purpose of the SRBP-ERS is to provide retirement benefits to employees covered by ERS whose benefits are otherwise limited by IRC Section 415. Beginning January 1, 1998, all members and retired former members in ERS are eligible to participate in the SRBP-ERS whenever their benefits under ERS exceed the limitation on benefits imposed by IRC Section 415.
The benefit structure of ERS is established by the Board of Trustees under statutory guidelines. Unless the employee elects otherwise, an employee who currently maintains membership with ERS based upon State employment that started prior to July 1, 1982, is an "old plan" member subject to the plan provisions in effect prior to July 1, 1982. Members hired on or after July 1, 1982 but prior to January 1, 2009 are "new plan" members subject to the modified plan provisions. Effective January 1, 2009, newly hired State employees, as well as rehired State employees who did not maintain eligibility for the "old" or "new" plan, are members of the Georgia State Employees' Pension and Savings Plan (GSEPS). ERS members hired prior to January 1, 2009 also have the option to change their membership to the GSEPS plan.
Under the old plan, new plan, and GSEPS, a member may retire and receive normal retirement benefits after completion of 10 years of creditable service and attainment of age 60 or 30 years of creditable service regardless of age. Additionally, there are some provisions allowing for early retirement after 25 years of creditable service for members under age 60.
Retirement benefits paid to members are based upon a formula adopted by the Board of Trustees for such purpose. The formula considers the monthly average of the member's highest 24 consecutive calendar months of salary, the number of years of creditable service, and the member's age at retirement. Post-retirement cost-of-living adjustments may be made to members' benefits provided the members were hired prior to July 1, 2009. The normal retirement pension is payable monthly for life; however, options are available for distribution of the member's monthly pension, at reduced rates, to a designated beneficiary upon the member's death. Death and disability benefits are also available through ERS.
Member contribution rates are set by law. Member contributions under the old plan are 4% of annual compensation up to $4,200 plus 6% of annual compensation in excess of $4,200. Under the old plan, Dalton State College pays member contributions in excess of 1.25% of annual compensation. Under the old plan, these Dalton State College contributions are included in the members' accounts for refund purposes and are used in the computation of the members' earnable compensation for the purpose of computing retirement benefits. Member contributions under the new plan and GSEPS
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
are 1.25% of annual compensation. Dalton State College is required to contribute at a specified percentage of active member payroll established by the Board of Trustees determined annually in accordance with actuarial valuation and minimum funding standards as provided by law. These Dalton State College contributions are not at any time refundable to the member or his/her beneficiary.
Employer contributions required for fiscal year 2014 were based on the June 30, 2011 actuarial valuation as follows:
Old Plan* New Plan GSEPS
18.46% 18.46% 15.18%
* 13.71% exclusive of contributions paid by the employer on behalf of old plan members
Members become vested after 10 years of service. Upon termination of employment, member contributions with accumulated interest are refundable upon request by the member. However, if an otherwise vested member terminates and withdraws his/her member contributions; the member forfeits all rights to retirement benefits.
Teachers Retirement System of Georgia
The Teachers Retirement System of Georgia (TRS) is a cost-sharing multiple-employer defined benefit plan created in 1943 by an act of the Georgia General Assembly to provide retirement benefits for qualifying employees in educational service. A Board of Trustees comprised of active and retired members and ex-officio State employees is ultimately responsible for the administration of TRS.
On October 25, 1996, the Board created the Supplemental Retirement Benefit Plan of the Georgia Teachers Retirement System (SRBP-TRS). SRBP-TRS was established as a qualified governmental excess benefit plan in accordance with Section 415 of the Internal Revenue Code (IRC) as a portion of TRS. The purpose of SRBP-TRS is to provide retirement benefits to employees covered by TRS whose benefits are otherwise limited by IRC Section 415. Beginning July 1, 1997, all members and retired former members in TRS are eligible to participate in the SRBP-TRS whenever their benefits under TRS exceed the IRC Section 415 imposed limitation on benefits.
TRS provides service retirement, disability retirement, and survivor's benefits. The benefit structure of TRS is defined and may be amended by State statute. A member is eligible for normal service retirement after 30 years of creditable service, regardless of age, or after 10 years of service and attainment of age 60. A member is eligible for early retirement after 25 years of creditable service.
Normal retirement (pension) benefits paid to members are equal to 2% of the average of the member's two highest paid consecutive years of service, multiplied by the number of years of creditable service up to 40 years. Early retirement benefits are reduced by the lesser of one-twelfth of 7% for each month the member is below age 60 or by 7% for each year or fraction thereof by which the member has less than 30 years of service. Retirement benefits are payable monthly for life. A member may elect to receive a partial lump-sum distribution in addition to a reduced monthly retirement benefit. Death, disability and spousal benefits are also available.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
TRS is funded by member and employer contributions as adopted and amended by the Board of Trustees. Members become fully vested after 10 years of service. If a member terminates with less than 10 years of service, no vesting of employer contributions occurs, but the member's contributions may be refunded with interest. Member contributions are limited by State law to not less than 5% or more than 6% of a member's earnable compensation. Member contributions as adopted by the Board of Trustees for the fiscal year ended June 30, 2014 were 6.00% of annual salary. Employer contributions required for fiscal year 2014 were 12.28% of annual salary as required by the June 30, 2011 actuarial valuation.
The following table summarizes the Dalton State College contributions by defined benefit plan for the years ending June 30, 2014, June 30, 2013, and June 30, 2012 (dollars in thousands):
Fiscal Year
TRS Percentage Contributed
Required Contribution
2014 2013 2012
100%
$
1,155,817
100%
$
1,080,916
100%
$
1,610,559
Regents Retirement Plan
Plan Description The Regents Retirement Plan, a single-employer defined contribution plan, is an optional retirement plan that was created/established by the Georgia General Assembly in O.C.G.A. 47-21-1 et.seq. and administered by the Board of Regents of the University System of Georgia. O.C.G.A. 47-3-68(a) defines who may participate in the Regents Retirement Plan. An "eligible university system employee" is a faculty member or all exempt full and partial benefit eligible employees, as designated by the regulations of the Board of Regents. Under the Regents Retirement Plan, a plan participant may purchase annuity contracts from four approved vendors (VALIC, Fidelity, and TIAA-CREF) for the purpose of receiving retirement and death benefits. Benefits depend solely on amounts contributed to the plan plus investment earnings. Benefits are payable to participating employees or their beneficiaries in accordance with the terms of the annuity contracts.
Funding Policy Dalton State College makes monthly employer contributions for the Regents Retirement Plan at rates adopted by the Teachers Retirement System of Georgia Board of Trustees in accordance with State statute and as advised by their independent actuary. For fiscal year 2014, the employer contribution was 9.24% for the participating employee's earnable compensation. Employees contribute 6% of their earnable compensation. Amounts attributable to all plan contributions are fully vested and nonforfeitable at all times.
Dalton State College and the covered employees made the required contributions of $664,566 (9.24%) and $431,536 (6%), respectively.
VALIC, Fidelity, and TIAA-CREF have separately issued financial reports which may be obtained through their respective corporate offices.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Georgia Defined Contribution Plan
Plan Description Dalton State College participates in the Georgia Defined Contribution Plan (GDCP) which is a singleemployer defined contribution plan established by the General Assembly of Georgia for the purpose of providing retirement coverage for State employees who are temporary, seasonal, and part-time and are not members of a public retirement or pension system. GDCP is administered by the Board of Trustees of the Employees' Retirement System of Georgia.
Benefits A member may retire and elect to receive periodic payments after attainment of age 65. The payment will be based upon mortality tables and interest assumptions to be adopted by the Board of Trustees. If a member has less than $3,500 credited to his/her account, the Board of Trustees has the option of requiring a lump sum distribution to the member in lieu of making periodic payments. Upon the death of a member, a lump sum distribution equaling the amount credited to his/her account will be paid to the member's designated beneficiary. Benefit provisions are established by State statute.
Contributions Member contributions are seven and one-half percent (7.5%) of gross salary. There are no employer contributions. Contribution rates are established by State statute. Earnings are credited to each member's account in a manner established by the Board of Trustees. Upon termination of employment, the amount of the member's account is refundable upon request by the member.
Total contributions made by employees during fiscal year 2014 amounted to $41,442 which represents 7.5% of covered payroll. These contributions met the requirements of the plan.
The Georgia Defined Contribution Plan issues a financial report each fiscal year, which may be obtained from the ERS offices.
Note 11. Risk Management
The University System of Georgia offers its employees and retirees access to four different healthcare plan options. For the University System of Georgia's Plan Year 2014, the following healthcare plan options were available:
BlueChoice HMO Health Savings Account (HSA) Open Access POS Open Access Point-of-Service (POS) Kaiser Permanente HMO
Dalton State College and participating employees and retirees pay premiums to the healthcare plan options to access benefits coverage. The respective health plan options are included in the financial statements of the Board of Regents of the University System of Georgia - University System Office. All units of the University System of Georgia share the risk of loss for claims associated with the selfinsured plans; including the HSA Open Access POS. the Open Access POS and the BlueChoice HMO. The reserves for these plans are considered to be a self-sustaining risk fund. The Board of Regents has contracted with Blue Cross Blue Shield of Georgia to serve as the claims administrator for the selfinsured healthcare plans. In addition to the self-insured healthcare plan options offered to the employees of the University System of Georgia, a fully insured HMO healthcare plan option is also offered to System employees through Kaiser Permanente.
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
The Department of Administrative Services (DOAS) has the responsibility for the State of Georgia of making and carrying out decisions that will minimize the adverse effects of accidental losses that involve State government assets. The State believes it is more economical to manage its risks internally and set aside assets for claim settlement. Accordingly, DOAS processes claims for risk of loss to which the State is exposed, including general liability, property and casualty, workers' compensation, unemployment compensation, and law enforcement officers' indemnification. Limited amounts of commercial insurance are purchased applicable to property, employee and automobile liability, fidelity and certain other risks. Dalton State College, as an organizational unit of the Board of Regents of the University System of Georgia, is part of the State of Georgia reporting entity, and as such, is covered by the State of Georgia risk management program administered by DOAS. Premiums for the risk management program are charged to the various state organizations by DOAS to provide claims servicing and claims payment.
A self-insured program of professional liability for its employees was established by the Board of Regents of the University System of Georgia under powers authorized by the Official Code of Georgia Annotated Section 45-9-1. The program insures the employees to the extent that they are not immune from liability against personal liability for damages arising out of the performance of their duties or in any way connected therewith. The program is administered by DOAS as a Self-Insurance Fund.
Note 12. Contingencies
Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies. This could result in refunds to the grantor agency for any expenditure disallowed under grant terms. The amount of expenditures which may be disallowed by the grantor cannot be determined at this time although Dalton State College expects such amounts, if any, to be immaterial to its overall financial position.
Litigation, claims and assessments filed against Dalton State College (an organizational unit of the Board of Regents of the University System of Georgia), if any, are generally considered to be actions against the State of Georgia. Accordingly, significant litigation, claims and assessments pending against the State of Georgia are disclosed in the State of Georgia Comprehensive Annual Financial Report for the fiscal year ended June 30, 2014.
Note 13. Post-Employment Benefits Other Than Pension Benefits
Pursuant to the general powers conferred by the Official Code of Georgia Annotated Section 20-3-31, the Board of Regents of the University System of Georgia has established group health and life insurance programs for regular employees of the University System of Georgia. It is the policy of the Board of Regents to permit employees of the University System of Georgia eligible for retirement or that become permanently and totally disabled to continue as members of the group health and life insurance programs. The policies of the Board of Regents of the University System of Georgia define and delineate who is eligible for these post-employment health and life insurance benefits. Organizational units of the Board of Regents of the University System of Georgia pay the employer portion for group insurance for affected individuals. With regard to life insurance, the employer covers the total cost for $25,000 of basic life insurance. If an individual elects to have supplemental, and/or, dependent life insurance coverage, such costs are borne entirely by the employee.
The Board of Regents Retiree Health Benefit Plan is a single-employer, defined benefit plan. Financial statements and required supplementary information for the Plan are included in the publicly available Consolidated Annual Financial Report of the University System of Georgia. The
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
College pays the employer portion of health insurance for its eligible retirees based on rates that are established annually by the Board of Regents for the upcoming plan year. For the 2014 plan year, the employer rate was between 70-75% of the total health insurance cost for eligible retirees and the retiree rate was between 25-30%.
As of June 30, 2014, there were 132 employees who had retired or were disabled that were receiving these post-employment health and life insurance benefits. For the year ended June 30, 2014, Dalton State College recognized as incurred $652,320 of expenditures, which was net of $297,232 of participant contributions.
Note 14. Natural Classifications with Functional Classifications The College's operating expenses by functional classification for fiscal year 2014 are shown below:
Functional Classification
Natural Classification
Instruction
Public Service
Academic Support
Student Services
Institutional Support
Salaries
Faculty
$
Staff
Employee Benefits
Other Personal Services
Travel
Scholarships and Fellowships
Utilities
Supplies and Other Services
Depreciation
9,825,423 1,324,041 $ 3,153,685
89,026 9,440
86,516 1,043,516
53,603
$ 4,448
65
185,415 1,041,543 $
348,639
13,012
23,571 717,260 299,957
1,672,570 $ 540,544
29,467 500
29,943 641,584
10,690
2,000,393 1,402,797
149,857 24,712
59,499 797,563
38,032
Total Operating Expenses
$ 15,585,250 $
4,513 $ 2,629,397 $
2,925,298 $ 4,472,853
Natural Classification
Salaries Faculty Staff
Employee Benefits Other Personal Services Travel Scholarships and Fellowships Utilities Supplies and Other Services Depreciation
Total Operating Expenses
Plant Operations and
Maintenance
Functional Classification
Scholarships
and
Auxiliary
Fellowships
Enterprises
Total Operating Expenses
$ 10,010,838
$
1,316,295
$
782,743
8,142,033
520,670
212,767
6,179,167
-21,557
23,557
151,857
9,388
17,426
183,031
$ 6,565,516
35,137
6,610,593
815,077
271,793
1,286,399
3,176,595
1,249,910
7,626,428
1,166,657
334,357
1,903,296
$
6,983,125 $ 6,565,516 $
2,927,690 $ 42,093,642
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DALTON STATE COLLEGE NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2014
EXHIBIT "D"
Note 15. Affiliated Organizations
The Dalton State College Foundation and the Dalton State Athletic Club, Inc. are legally separate, tax exempt organizations whose activities primarily support Dalton State College. These affiliated organizations are considered potential component units of the State of Georgia in accordance with GASB Statement No. 61, The Financial Reporting Entity: Omnibus - an amendment of GASB Statements No. 14 and No. 34, and GASB Statement No. 39, Determining Whether Certain Organizations are Component Units. Therefore, the financial statements of the affiliated organizations are not included in these financial statements. Copies of the financial statements for the affiliated organizations may be obtained from Dalton State College.
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SUPPLEMENTARY INFORMATION - 25 -
DALTON STATE COLLEGE BALANCE SHEET (NON-GAAP BASIS)
BUDGET FUND JUNE 30, 2014
ASSETS
Cash and Cash Equivalents Accounts Receivable
Federal Financial Assistance Other Prepaid Expenditures Inventories
Total Assets
LIABILITIES AND FUND EQUITY
Liabilities Accrued Payroll Encumbrances Payable Accounts Payable Deferred Revenue
Total Liabilities
Fund Balances Reserved Department Sales and Services Indirect Cost Recoveries Technology Fees Restricted/Sponsored Funds Uncollectible Accounts Receivable Tuition Carry-Over Inventories Unreserved Surplus
Total Fund Balances
Total Liabilities and Fund Balances
SCHEDULE "1"
$
2,481,834.50
272,752.92 894,864.57
20,558.69 9,077.42
$
3,679,088.10
$
53,033.43
1,973,031.18
11,604.45
923,201.52
2,960,870.58
4,695.36 93,392.75 133,556.82
2,336.94 129,374.25 318,281.76
14,814.01
21,765.63
718,217.52
$
3,679,088.10
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a special purpose framework.
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DALTON STATE COLLEGE SUMMARY BUDGET COMPARISON AND SURPLUS ANALYSIS REPORT (NON-GAAP BASIS)
BUDGET FUND YEAR ENDED JUNE 30, 2014
SCHEDULE "2"
REVENUES
State Appropriation State General Funds
Other Funds
Total Revenues
ADJUSTMENTS AND PROGRAM TRANSFERS
CARRY-OVER FROM PRIOR YEARS
Transfers from Reserved Fund Balance
Total Funds Available
EXPENDITURES
Teaching
Excess of Funds Available over Expenditures
FUND BALANCE JULY 1
Reserved Unreserved
ADJUSTMENTS
Prior Year Payables/Expenditures Prior Year Receivables/Revenues Unreserved Fund Balance (Surplus) Returned
to Board of Regents - University System Office Year Ended June 30, 2013
Prior Year Reserved Fund Balance Included in Funds Available
FUND BALANCE JUNE 30
BUDGET
ACTUAL
VARIANCE FAVORABLE (UNFAVORABLE)
$ 14,043,992.00 $ 14,043,992.00 $
30,225,880.00
29,157,308.93
0.00 -1,068,571.07
44,269,872.00
43,201,300.93
-1,068,571.07
0.00
0.00
0.00
0.00 44,269,872.00
555,653.76 43,756,954.69
555,653.76 -512,917.31
44,269,872.00
$
0.00
43,173,508.15 583,446.54 $
1,096,363.85 583,446.54
694,165.63 5,470.28
30,507.61 -34,248.50
-5,470.28 -555,653.76
$
718,217.52
SUMMARY OF FUND BALANCE
Reserved Department Sales and Services Indirect Cost Recoveries Technology Fees Restricted/Sponsored Funds Uncollectible Accounts Receivable Tuition Carry-Over Inventories
Total Reserved
Unreserved Surplus
Total Fund Balance
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a special purpose framework.
- 27 -
$
4,695.36
93,392.75
133,556.82
2,336.94
129,374.25
318,281.76
14,814.01
696,451.89
21,765.63
$
718,217.52
DALTON STATE COLLEGE STATEMENT OF FUNDS AVAILABLE AND EXPENDITURES COMPARED TO BUDGET BY PROGRAM AND FUNDING SOURCE
(NON-GAAP BASIS) BUDGET FUND YEAR ENDED JUNE 30, 2014
Teaching State Appropriation State General Funds Other Funds
Total Teaching
Original Appropriation
Amended Appropriation
Final Budget
Current Year Revenues
$
14,043,992.00 $
14,043,992.00 $
14,043,992.00 $ 14,043,992.00
29,620,260.00
31,382,951.00
30,225,880.00
29,157,308.93
$
43,664,252.00 $
45,426,943.00 $
44,269,872.00 $ 43,201,300.93
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a special purpose framework.
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SCHEDULE "3"
Funds Available Compared to Budget
Prior Year
Adjustments and
Total
Carry-Over
Program Transfers
Funds Available
Variance Positive (Negative)
Expenditures Compared to Budget
Variance
Actual
Positive (Negative)
Excess of Funds Available Ove Expenditures
$
0.00 $
555,653.76
0.00 $ 0.00
14,043,992.00 $ 29,712,962.69
0.00 $ -512,917.31
14,037,955.38 $ 29,135,552.77
6,036.62 $ 1,090,327.23
6,036.62 577,409.92
$ 555,653.76 $
0.00 $ 43,756,954.69 $
-512,917.31 $ 43,173,508.15 $
1,096,363.85 $
583,446.54
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DALTON STATE COLLEGE STATEMENT OF CHANGES TO FUND BALANCE BY PROGRAM AND FUNDING SOURCE
(NON-GAAP BASIS) BUDGET FUND YEAR ENDED JUNE 30, 2014
Teaching State Appropriation State General Funds Other Funds
Total Teaching
Prior Year Reserves Not Available for Expenditure Inventories Uncollectible Accounts Receivable
Beginning Fund Balance July 1
Fund Balance Carried Over from
Prior Period as Funds Available
Return of Fiscal Year 2013
Surplus
Prior Period Adjustments
$
1,992.98 $
0.00 $
-1,992.98 $
559,131.06
-555,653.76
-3,477.30
561,124.04
-555,653.76
-5,470.28
4,769.08 -8,509.97
-3,740.89
15,757.31 122,754.56
0.00 0.00
0.00 0.00
0.00 0.00
Budget Unit Totals
$
699,635.91 $
-555,653.76 $
-5,470.28 $
-3,740.89
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a special purpose framework.
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SCHEDULE "4"
Other Adjustments
Early Return Fiscal Year 2014
Surplus
Excess of Funds Available Ove Expenditures
Ending Fund Balance June 30
Analysis of Ending Fund Balance
Reserved
Surplus
Total
$
943.30 $
-6,619.69
-5,676.39
0.00 $ 0.00
0.00
6,036.62 $ 577,409.92
583,446.54
11,749.00 $
0.00 $
562,280.26 552,263.63
574,029.26 552,263.63
11,749.00 $ 10,016.63
21,765.63
11,749.00 562,280.26
574,029.26
-943.30 6,619.69
0.00 0.00
0.00 0.00
14,814.01 129,374.25
14,814.01 129,374.25
0.00 0.00
14,814.01 129,374.25
$
0.00 $
0.00 $
583,446.54 $
718,217.52 $ 696,451.89 $
21,765.63 $ 718,217.52
Summary of Ending Fund Balance Reserved
Department Sales and Services Indirect Cost Recoveries Technology Fees Restricted/Sponsored Funds Uncollectible Accounts Receivable Tuition Carry-Over Inventories Unreserved Surplus
Total Ending Fund Balance - June 30
$ 4,695.36 93,392.75
133,556.82 2,336.94
129,374.25 318,281.76
14,814.01
$
$ 696,451.89 $
$
21,765.63 21,765.63 $
4,695.36 93,392.75 133,556.82
2,336.94 129,374.25 318,281.76
14,814.01
21,765.63
718,217.52
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DALTON STATE COLLEGE RECONCILIATION OF BUDGET TO GAAP
YEAR ENDED JUNE 30, 2014
Total Fund Balances - Budget Fund - Non-GAAP Basis (Schedule "1")
Amounts reported for Business-Type Activities in the Statement of Net Assets are different because:
Capital Assets used in Business-Type Activities are not reported in the Budget Fund.
Uncollectible accounts receivable are reported as an asset and reserved fund balance in the Budget Fund and as a contra-asset account on the Statement of Net Assets.
Funds placed on deposit with the Georgia State Financing and Investment Commission for use in capital outlay projects are reported as an outlay in the Budget Fund, but are included as a prepaid item on the Statement of Net Assets.
Agency Fund activities are not reported as a component of the Budget Fund. Assets Liabilities Total Net Effect of Agency Fund Activity
Auxiliary Enterprises Fund activities are not reported as a component of the Budget Fund. Assets Liabilities Total Net Effect of Endowment Fund Activity
Student Activities Fund activities are not reported as a component of the Budget Fund. Assets Liabilities Total Net Effect of Student Activity Fund Activity
The budgetary basis of accounting implemented by the State of Georgia recognizes expenditures when encumbered. The following adjustments were made to eliminate this activity for reporting on the Statement of Net Assets. Payables reported in the Budget Fund that are based on encumbrances are eliminated for GAAP reporting. Payables for goods and services provided in the current fiscal year reported in the Budget Fund as encumbrances payable are reported as accounts payable for GAAP reporting. Total Net Effect of Encumbrance Activity
Certain Liabilities are not due and payable in the current period and therefore are not reported as liabilities in the Budget Fund. Capital Leases Payable Compensated Absences Payable Total Liabilities
Rounding
Net Assets of Business-Type Activities (Exhibit "A")
SCHEDULE "5"
$
718,217.52
44,181,271.00
-129,374.25
-607,409.77
$
434,258.53
-434,258.53
0.00
$ 5,058,351.57 -136,968.48
4,921,383.09
$
244,319.66
-26,308.06
218,011.60
$ 1,973,031.18
-159,734.46
1,813,296.72
$ -7,109,665.00 -674,539.00
-7,784,204.00 0.09
$ 43,331,192.00
The supplementary information presented on Schedules 1, 2, 3 and 4 was prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a special purpose framework. The information was derived from, and relates directly to, the same information used to prepare the financial statements. However, the budgetary statutes and regulations of the State of Georgia require reporting of certain information that is not in accordance with generally accepted accounting principles. Presented on this schedule is a reconciliation of the fund balance of the Budget Fund, as reported on Schedule 1, to Net Position of business-type activities, as reported on Exhibit A.
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DALTON STATE COLLEGE RECONCILIATION OF SALARIES AND TRAVEL
YEAR ENDED JUNE 30, 2014
SCHEDULE "6"
Totals per Annual Supplement
Accruals June 30, 2014 June 30, 2013
Compensated Absences June 30, 2014 June 30, 2013
Adjustments Shared Services on Jointly Staffed Personnel Barton, Kristin Bates, James Blair, Samantha Blankson, Herbert Byron, Tammy Crisp, Jenny Deaton, Thomas Gonzalez, Thomas Griggs, Christian Guo, Baogong Hassan, El-Najjar Helms, Marilyn Hipps, Matthew Hunt, Lisa McKie-Voerste, Annabelle Mergel, Sarah Mesco, Eugene Postell, Lydia Postell, Vince Waskey, Jack Weitz, Seth Wright, James Georgia Regents University Huang, Wei-Sung
Rounding
SALARIES $ 18,341,685.38 $
TRAVEL 183,031.02
56,980.00 -46,343.00
626,604.00 -626,100.00
-3,000.00 -349.37
-7,104.90 -3,600.00 -13,400.00 -4,200.00 -12,600.00 -27,000.00 -10,066.67 -8,400.00 -9,200.00 -6,315.05 -3,000.00 -10,800.00 -9,700.00 -12,600.00 -1,614.75 -16,800.00 -14,000.00 -12,600.00 -8,400.00 -8,400.00
3,196.18
-0.82
-0.02
$ 18,152,871.00 $ 183,031.00
- 33 -
SECTION II COMPLIANCE AND INTERNAL CONTROL REPORTS
Greg S. Griffin
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 12, 2014
Honorable Nathan Deal, Governor Members of the General Assembly of Georgia Members of the Board of Regents of the University System of Georgia
and Honorable John O. Schwenn, President Dalton State College
INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
Ladies and Gentlemen:
We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the basic financial statements of Dalton State College as of and for the year ended June 30, 2014, and have issued our report thereon dated December 12, 2014.
Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered Dalton State College's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Dalton State College's internal control. Accordingly, we do not express an opinion on the effectiveness of Dalton State College's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
2014YB-10
Compliance and Other Matters
As part of obtaining reasonable assurance about whether Dalton State College's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.
We noted a certain matter that we have reported to management of Dalton State College in a separate letter dated December 12, 2014.
Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose.
Respectfully submitted,
GSG:as 2014YB-10
Greg S. Griffin State Auditor
SECTION III CURRENT YEAR FINDINGS AND QUESTIONED COSTS
DALTON STATE COLLEGE SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2014
FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS No matters were reported. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No matters were reported.