COLUMBIA COUNTY BOARD OF EDUCATION EVANS; GEORGIA REPORT ON AUDIT
OF THE FINANCIAL STATEMENTS
FOR THE FISCAL YEAR ENDED JUNE 30; 2007
STATE OF GEORGIA
DEPARTMENT OF AUDITS AND ACCOUNTS
Russell W. Hinton State Auditor
COLUMBIA COUNTY BOARD OF EDUCATION - TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION - SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
REQUIRED SUPPLEMENTARY INFORMATION
MANAGEMENT'S DISCUSSION AND ANALYSIS
EXHIBITS
BASIC FINANCIAL STATEMENTS
DISTRICT-WIDE FINANCIAL STATEMENTS
A
STATEMENT OF NET ASSETS
1
B
STATEMENT OF ACTIVITIES
2
FUND FINANCIAL STATEMENTS
C
BALANCE SHEET
GOVERNMENTAL FUNDS
4
D
RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET
TO THE STATEMENT OF NET ASSETS
5
E
STATEMENT OF REVENUES, EXPENDITURES AND CHANGES
IN FUND BALANCES
GOVERNMENTAL FUNDS
6
F
RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT
OF REVENUES, EXPENDITURES AND CHANGES IN FUND
BALANCES TO THE STATEMENT OF ACTIVITIES
7
G
STATEMENT OF NET ASSETS
PROPRIETARY FUNDS
8
H
STATEMENT OF REVENUES, EXPENSES AND CHANGES
IN NET ASSETS
PROPRIETARY FUNDS
9
I
STATEMENT OF CASH FLOWS
PROPRIETARY FUNDS
10
J
STATEMENT OF FIDUCIARY NET ASSETS
FIDUCIARY FUNDS
11
K
NOTES TO THE BASIC FINANCIAL STATEMENTS
12
COLUMBIA COUNTY BOARD OF EDUCATION - TABLE OF CONTENTS -
SECTION I
FINANCIAL
SCHEDULES
REQUIRED SUPPLEMENTARY INFORMATION
1 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL GENERAL FUND
SUPPLEMENTARY INFORMATION
2 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 3 SCHEDULE OF STATE REVENUE 4 SCHEDULE OF APPROVED LOCAL OPTION SALES TAX PROJECTS 5 ALLOTMENTS AND EXPENDITURES
GENERAL FUND - QUALITY BASIC EDUCATION PROGRAMS (QBE) BY PROGRAM
Page
29 30 32 34 37
SECTION II
COMPLIANCE AND INTERNAL CONTROL REPORTS
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
REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH 0MB CIRCULARA-133
SECTION III AUDITEE'S RESPONSE TO PRIOR YEAR FINDINGS AND QUESTIONED COSTS SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS AND QUESTIONED COSTS
COLUMBIA COUNTY BOARD OF EDUCATION - TABLE OF CONTENTS -
SECTION IV FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION I FINANCIAL
RUSSELL W. HINTON
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 17, 2007
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the State Board of Education
and Superintendent and Members of the Columbia County Board of Education
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION - SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
Ladies and Gentlemen:
We have audited the accompanying financial statements ofthe governmental activities, each major fund, and the aggregate remaining fund information (Exhibits A through K) ofthe Columbia County Board of Education, as of and for the year ended June 30, 2007, which collectively comprise the Board's basic financial statements as listed in the table of contents. These financial statements are the responsibility ofthe Columbia County Board ofEducation's management. Our responsibility is to express opinions on these financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States ofAmerica and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General ofthe United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Columbia County Board of Education's internal control over financial reporting. Accordingly, we express no such opinion. An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions.
2007ARL-11
In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, each major fund, and the aggregate remaining fund information of the Columbia County Board of Education, as of June 30, 2007, 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.
In accordance with Government Auditing Standards, we have also issued our report dated December 17, 2007, on our consideration of the Columbia County Board of Education'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 ofthat report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit.
Management's Discussion and Analysis and the Schedule ofRevenues, Expenditures and Changes in Fund Balances - Budget and Actual, as presented on pages i through x and page 29 respectively, are not a required part ofthe basic financial statements but are supplementary information required by the accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods ofmeasurement and presentation ofthe required supplementary information. However, we did not audit the information and express no opinion on it.
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Columbia County Board of Education's basic financial statements. The accompanying supplementary information which consist of Schedules 2 through 5, which includes the Schedule of Expenditures of Federal Awards as required by U.S. Office of Management and Budget Circular A-133, Audits ofStates, Local Governments, and Non-Profit Organizations, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements, and in our opinion, is fairly stated, in all material respects, in relation to the basic financial statements taken as a whole.
A copy of this report has been filed as a permanent record in the office of the State Auditor and made available to the press of the State, as provided for by Official Code of Georgia Annotated section 50-6-24.
Respectfully submitted,
1~on~P~~ State Auditor
RWH:as 2007ARL-11
COLUMBIA COUNTY BOARD OF EDUCATION MANAGEMENT'S DISCUSSION AND ANALYSIS FOR THE FISCAL YEAR ENDED JUNE 30, 2007
The discussion and analysis of Columbia County School District's financial performance provides an overall review of the School District's financial activities for the fiscal year ended June 30, 2007. The intent of this discussion and analysis is to look at the School District's financial performance as a whole; readers should also review the notes to the basic financial statements and financial statements to enhance their understanding of the School District's financial performance.
Financial Highlights
Key financial highlights for 2006 - 2007 are as follows:
The Columbia County voters passed the third one percent sales tax for educational purposed for another five years (July, 2007 - June, 2012) along with approving the issuance of $30 million in short-term general obligation bonds on March 15, 2005.
The school system just completed an elementary school that opened this 2007 fall along with elementary classroom additions. A middle school is now in construction that will open in the fall of 2008 and a high school that is anticipated to open in the fall of 2009.
The school system this past fall (2006) changed the timing of when an employee would receive his/her first pay check for the school year. In the past a teacher received his/her first pay check for the contract year October 1st and the system accrued the July and August payroll payment at year end. Last fall existing teachers received two checks in August. One for the final payment of prior year contract and one to start the 2006 - 2007 year contract. This changed the cycle of a teacher receiving his/her first pay check from October 1st to September 1st therefore the system now only accrues one month of salaries vs. two months at year end.
The school system continues to grow with an average increase of 611 students per year over the last five years. Therefore, the school system continues to hire additional teachers and support staff to accommodate the growth.
Net assets increased $27 million, which represents an 18% increase from 2006. The total increase was due to governmental activities since the board has no business-type activities.
General revenues accounted for $89 million in revenue or 43% of all revenues. Program specific revenues in the form of charges for services, grants, and contributions accounted for $117.7 million or 57% of total revenues of $206.7 million.
The Board had $179.7 million in expenses related to governmental activities; only $117.7 million of these expenses were offset by program specific charges, grants, or contributions. General revenue (primarily property and sales taxes) of $89 million was adequate to provide for these programs.
Among major funds, the general fund had $181 million in revenues and $174.1 million in expenditures. The general fund balance increased from $25 .4 million to $28 million. The Board transferred funds from general fund to capital project funds to help fund the construction of new schools.
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Overview of the Financial Statements
This annual report consists of a series of financial statements and notes to those statements. These statements are organized so the reader can understand Columbia County School System as a financial whole, an entire operating entity.
Table 1 summarizes the major features of the School District's financial statements, including the portion of the School District's activities they cover and the types of information they contain.
Table 1 Major Features of the District-Wide and Fund Financial Statements
Figure I
Major Features of the District-Wide and Fund Financial Statements
District-wide
Fund Financial Statements
Statements
Government Funds Proprietary Funds
Fiduciary Funds
Scope
Entire School District The activities ofthe Activities the School Instances in which
(except fiduciary funds) School District that District operates
the School District
are not proprietary or similar to private
administers
fiduciary, such as
businesses: food
resources on behalf
special education
services and adult
of someone else,
and building
education
such as scholarship
maintenance
programs and
student activities
monies
Required
Statement of net
Balance sheet
Statement of net Statement of
financial
assets
assets
fiduciary net assets
statements
Statement of
Statement of activities revenues,
Statement of cash Statement of
expenditures, and
flows
changes in fiduciary
changes in fund
net assets
balances
Accounting Basis Accrual accounting and Modified accrual
Accrual accounting Accrual accounting
and measurement economic resources
accounting and
and economic
and economic
focus
focus
current financial
resources focus
resources focus
focus
Type of
All assets and liabilities, Generally assets
All assets and
All assets and
asset/liability
both financial and
expected to be used liabilities, both
liabilities, both
information
capital, short-term and up and liabilities that financial and capital, short-term and Jong-
Jong-term
come due during the and short-term and term; funds do not
year or soon
long-term
currently contain
thereafter; no capital
capital assets,
assets or long-term
although they can
liabilities included
Type of
All revenues and
Revenues for which All revenues and
All additions and
inflow/outflow
expenses during year,
cash is received
expenses during the deductions during
information
regardless of when cash during or soon after year, regardless of the year, regardless
is received or paid
the end ofthe year; when cash is
of when cash is
expenditures when received or paid
received or paid
goods or services
have been received
and the related
liability is due and
payable
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District-Wide Statements
The Statement of Net Assets and Statement of Activities provide information about the School District as a whole using accounting methods similar to industry. The increases and decreases in the School District's net assets are an indicator of whether the School District's financial position is improving or deteriorating. There are many factors that can affect the overall financial condition of the School District such as School District's property tax base, state and Federal funding, and the condition of buildings and equipment.
The Statement of Activities reflects the governmental activities of the School District by programs and services and distinguishes the revenue sources for these activities. The statement also helps identify how much local revenue is required to support the School District's activities.
Fund Financial Statements
Fund financial reports provide detailed information about the School District's major funds. Funds are accounting devices the School District uses to keep track of general operations, Federal and state grants, building programs, debt payments, and worker's compensation claims.
Governmental Funds: Most of the School District's activities are reported in governmental funds, which focus on how money flows into and out of those funds and balances left at year-end available for spending in the future periods. These funds are reported using modified accrual accounting, which measures cash and all other financial assets that can readily be converted to cash. The governmental fund statements provide a detailed short-term view of the School District's general government operations and the basic services it provides. Governmental fund information helps you determine whether there are more or fewer financial resources that can be spent in the near future to finance educational programs. The relationship (or differences) between governmental activities (reported in the Statement of Net Assets and the Statement of Activities) and governmental funds is reconciled in the financial statements. The School District's major governmental funds are the general fund, capital projects fund, and debt service fund.
Proprietary Funds: Services for which the School District charges a fee are generally reported in proprietary funds. Proprietary funds are reported in the same way as the District-wide statements. The School District's enterprise funds (one type of proprietary fund) are the same as its business-type activities but provide more detail and additional information, such as cash flows. The School District uses internal service funds (the other kind of proprietary fund) to report activities that provide supplies and services for other programs and activities. The School District's only internal fund is the worker's compensation fund.
Fiduciary Funds: The School District is the trustee, or fiduciary, for assets that belong to others, such as the scholarship fund and some of the student activity funds. The student activity funds are local school accounts the principal uses to collect funds for fieldtrips, school fundraisers, athletic events, and school clubs. The school clubs and fieldtrips are considered to be agency funds. The School District excludes these activities from the District-wide statements because it cannot use these assets to finance its operations.
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The School District as a Whole
The perspective of the statement of net assets is of the School District as a whole. Table 2 provides a summary of the School District's net assets for 2006 compared to 2007.
Table 2 Net Assets
Governmental Activities
Fiscal
Fiscal
Year 2007
Year 2006
Assets Current and Other Assets Capital Assets, Net
$ 62,085,931 $ 67,116,657
173,315,310
154,232,225
Total Assets
$ 235,401,241 $ 221,348,882
Liabilities Current and Other Liabilities Long-Term Liabilities
$ 16,238,335 $ 22,788,458
39,126,874
45,511,915
Total Liabilities
$ 55,365,209 $ 68,300,373
Net Assets Invested in Capital Assets, Net of Related Debt Restricted Unrestricted
$ 136,888,666 18,971,735 24,175,631
$ 113,369,209 17,207,829 22,471,471
Total Net Assets
$ 180,036,032 $ 153,048.509
Total assets of governmental activities increased by $14,052,359 as cash and cash equivalents decreased by $4,690,751 investments decreased by $1,972,090 receivables increased by $1,546,050 and capital assets increased by $19,083,085. Unrestricted net assets, the part of net assets that can be used to finance day-to-day activities without constraints established by grants or legal requirements, of the School District increased by $1,704,160.
Table 3 shows the changes in net assets for fiscal year 2006 compared to 2007.
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Table 3 Change in Net Assets
Revenues Program Revenues: Charges for Services and Sales Operating Grants and Contributions Capital Grants and Contributions
Governmental Activities
Fiscal
Fiscal
Year2007
Year2006 % Change
$ 8,819,984 $ 7,870,825
102,547,330 89,242,917
6,321.425
4,667.832
12.06% 14.91% 35.43%
Total Program Revenues
$ 117.688.739 $ 101,781.574 15.63%
General Revenues:
Truces
Property Truces
$ 55,297,183 $ 48,669,160
Sales Truces
19,387,632
17,499,239
Grants and Contributions not Restricted
to Specific Programs
7,852,247
7,397,266
Investment Earnings
2,792,865
2,471,130
Miscellaneous
1,668,878
1,799,302
Special Item
Gain on Sale of Property
2,081.740
13.62% 10.79%
6.15% 13.02% -7.25%
100.00%
Total General Revenues and Special Item $ 89,080.545 $ 77.836.097 14.45%
Total Revenues
$ 206.769.284 $ 179,617.671 15.12%
Program Expenses Instruction Support Services Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Support Services Other Support Services
Operations of Non-Instructional Services Enterprise Operations Community Services Food Services
Interest on Short-Term and Long-Term Debt
$ 121,213,301
3,305,777 3,985,889 3,857,794 1,316,029 11,204,665 1,213,545 12,385,186 7,461,322
920,703 46,268
3,503,453 5,027
7,408,677 1,954.125
$ 105,883,530
3,161,734 3,279,966 3,489,952 1,295,290 9,799,557 1,090,600 10,641,116 6,655,188
724,767 55,279
4,405,868 147,339
7,318,263 2,188.618
14.48%
4.56% 21.52% 10.54%
1.60% 14.34% 11.27% 16.39% 12.11% 27.03% -16.30%
-20.48% -96.59%
1.24% -10.71%
Total Expenses
$ 179.781.761 $ 160,137.067 12.27%
Increase in Net Assets
$ 26,987.523 $ 19,480,604 38.54%
Governmental Activities
Instruction comprises 67% of governmental program expenses. Support service expenses make up 25% of the expenses. Interest expense was 1%. Interest expense was attributable to the outstanding bonds for capital projects.
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The state's QBE funding does not provide an adequate level of funding to provide basic education services and to adequately maintain facilities. The school system levies a millage rate of 17.18 to provide the additional local funding along with a 1% (SPLOST) sales tax.
The Statement of Activities shows the cost of program services and the changes for services and grants offsetting those services. Table 4 shows, for governmental activities, the total cost of services and the net cost of services. It identifies the cost of these services supported by tax revenue and unrestricted State entitlements.
Table4 Governmental Activities
Total Cost of Services
Fiscal
Fiscal
Year 2007 Year 2006
Net Cost of Services
Fiscal
Fiscal
Year 2007 Year 2006
Instruction
$121,213,301 $105,883,530 $ 39,549,686 $ 36,223,765
Support Services
Pupil Services
3,305,777 3,161,734 2,246,824 2,052,450
Improvement of Instructional Services
3,985,889 3,279,966 2,297,980 2,063,119
Educational Media Services
3,857,794 3,489,952
958,558 1,192,550
General Administration
1,316,029 1,295,290 -1,279,742 -1,134,113
School Administration
11,204,665 9,799,557 5,842,998 5,189,940
Business Administration
1,213,545 1,090,600 1,192,812 1,065,986
Maintenance and Operation ofPlant
12,385,186 10,641,116 5,614,505 4,039,753
Student Transportation Services
7,461,322 6,655,188 4,303,968 4,044,300
Central Support Services
920,703
724,767
908,869
661,728
Other Support Services
46,268
55,279
-297
54,221
Operations ofNon-Instructional Services
Enterprise Operations
3,503,453 4,405,868 -989,719
345,784
Community Services
5,027
147,339
5,027
42,364
Food Services
7,408,677 7,318,263 -512,572
325,028
Interest on Short-Term and Long-Term Debt 1.954.125 2.188.618 1,954.125 2.188.618
Total Expenses
$179.781.761 $160.137.067 $ 62,093.022 $ 58,355.493
Instructional expenses include activities directly dealing with the teaching of pupils and the interaction between teacher and pupil.
Pupil Services are activities designed to assess and improve the well being of students and to supplement the teaching process.
Improvement of instruction are activities which are designed primarily for assisting instructional staff in planning, developing, and evaluating the process of providing challenging learning experiences for students.
Educational media is directing, managing, and operating educational media centers.
General administration establishes and administers policy for operating the local school system.
School administration includes principals, assistant principals, and clerical staff who administer the school operations.
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Business administration includes the financial and warehouse operations of the School District.
Maintenance and operation of plant activities involve keeping the school grounds, buildings, and equipment in an effective working condition.
Student transportation includes activities involved with the conveyance of students to and from school, as well as to and from school activities, as provided by state law.
Central support includes personnel services, strategic planning, and public relations activities.
Other support services include all other support services.
Community services are student activity accounts used to collect money from students for various fundraisers for the school. The proceeds are spent on media center materials, instructional supplies, and other school needed supplies.
Food services prepares and serves breakfast, lunch, and snacks to the students of the school system.
Interest involves the transactions associated with the payment of interest related to the school system's outstanding bonds.
Although program revenues make up a majority of the revenue, the School District is still dependent upon tax revenues for governmental activities. Over 33% of instructional activities are supported through taxes and other general revenues; for all governmental activities general revenue support is 35%.
The School District's Funds
The School District's governmental funds are accounted for using the modified accrual basis of accounting. All governmental funds had total revenues of $204,428,541 and expenditures of $207,767,539. The net change in fund balance for the year was significant in the general fund and the capital projects funds, which had an increase of $2,683,419 and a decrease of $819,056, respectively.
The general fund operations increase was due to increase in interest rates, intangible taxes collected, and the school nutrition program revenues. The decrease in capital projects was due to the use of resources to complete an elementary and middle school and other various capital projects.
General Fund Budgeting Highlights
The School District's budget is prepared according to Georgia law. The most significant budgeted fund is the general fund. The general fund consists of the general operations, special revenue grants, and school nutrition program.
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During 2007 the School District amended its general fund budget numerous times, which resulted in increasing revenue budget by $2.1 million or 1.2% and increasing expenditure budget by $1.3 million or .75%. The increase in the revenue budget is due to amending the budget for the final tax digest and Federal and state grants. The original revenue and expenditure budgets only reflect the anticipated funding for Federal and state grants and are amended to reflect the final award. The School District uses site-based budgeting and the budgeting systems are designed to tightly control total site budgets but to provide flexibility for site management.
The majority of the variances between the final budget and actual revenue in 2007 are due to the student activity funds of $4.8 million that are not budgeted; increase of intangible and real taxes of $1.2 million; on behalf payments for health and retirement of $2.6 million not budgeted; increase in QBE accounts receivable of $1.5 million not budgeted; and an increase in interest earnings of $900,000. The variances between the final budgeted expenditures and actual are due to over estimates in various areas; on behalf payments for health and retirement not budgeted; and the school system does not currently budget for the $4.6 million in student activity funds. This explains the major differences in final budget for revenue ($11.6 million increase) and expenditures ($6.1 million increase) vs. the actual amounts for general fund.
Capital Assets
At the end of the fiscal year 2007, the School District had $173,315,310 invested in land, construction in progress, buildings, equipment, and buses.
Table 5 shows fiscal year 2007 balances compared to 2006.
Table 5 Capital Assets (Net of Depreciation)
Governmental Activities
Fiscal
Fiscal
Year 2007
Year 2006
Land Construction in Progress Buildings and Building Improvements Equipment Land Improvements
$ 7,018,737 24,706,524 126,878,969 14,106,467 604,613
$ 5,701,957 16,299,121
118,284,712 13,383,460 562,975
Total
$ 173!315!310 $ 154!232!225
Overall capital assets increased $19,083,085 from fiscal year 2006 to fiscal year 2007. Increases in capital assets (buildings and building improvements, equipment, and land improvements) were offset by depreciation expense for the year.
The increase in construction in progress/increase in buildings was due to the completion of a new elementary and middle school; current construction of a new middle school and high school; and other various small projects within the school system.
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Most of the equipment purchased during fiscal year 2007 was for classroom computers and network equipment for the schools and departments.
Debt
At June 30, 2007 the School District had $38.5 million in general obligation bonds outstanding with $6.9 million due within one year.
The voters of Columbia County approved on March 18, 1997, the first one percent sales tax for educational purposes for five years (July, 1997 - June, 2002). On March 20, 2001, the voters approved the second one percent sales tax for educational purposes for another five years (July, 2002 - June, 2007). On March 15, 2005, the voters approved the third one percent sales tax for educational purposes for another five years (July, 2007 - June, 2012) along with approving $30 million in short-term bonds which $15 million has been issued. The School Board no longer levies a debt millage, instead the proceeds from the sales tax are used to pay the debt. Table 6 summarizes general obligation bonds and compensated absences outstanding.
Table 6 Outstanding Debt and Compensated Absences at June 30
Fiscal Year 2007
Fiscal Year2006
Compensated Absences General Obligation Bonds
$ 596,874 $ 491,915
38,530,000
45,020,000
Total
$ 39!126!874 $ 45!511!215
Current Financial Issues and Concerns
The Columbia County School District is financially stable. The School District reduced the millage from 17.18 to 17.09 for school year 2007 - 2008, which produces approximately $3 .6 million per mill. The tax digest has continued to grow at an average rate of 10.46% over the last five years. The residential community is continuing to grow increasing the tax digest at a steady rate. The Columbia County Tax Commissioner's office collects taxes for the School District and the average collection rate has been 98% over the last five years. The School District does not anticipate any significant changes in the local tax digest in the immediate future.
The School District continues to grow with an average increase of 611 students per year over the last five years. The School District plans to construct additional schools in the next several years to accommodate the growth and reduce portable classrooms at various schools. The School District plans to fund the additional capital outlays with the one percent local sales tax revenue, general obligation bonds, and state capital outlay grants.
The Quality Basic Education Act (QBE) was enacted into law by the 1985 session of the Georgia General Assembly. The Act set out the provisions for educational funding for grades
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kindergarten through twelve in the State of Georgia. The funding is based on student counts with the expectation that local School Districts fund part of the cost with local tax monies. The School District received approximately 53% of the revenues budgeted for the General Fund from QBE. The School District received $2,173,211 less in funding for 2007. The reductions in QBE funding were due to the economic downturn in the State and the QBE funding for 2008 was reduced by $1,811,943. Currently, the School District has adequate reserves for 2008 to handle the reduction in QBE funding. Contacting the Board's Financial Management This financial report is designed to provide our citizens, taxpayers, investors and creditors with a general overview of the School District's finances and to show the School District's accountability for the money it receives. If you have questions about this report or need additional financial information contact Pat Sullivan, Controller at Columbia County Board of Education, 4781 Hereford Farm Road, Evans, Georgia 30809 or email at psullivan@ccboe.net.
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COLUMBIA COUNTY BOARD OF EDUCATION
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF NET ASSETS JUNE 30, 2007
ASSETS
Cash and Cash Equivalents Investments Accounts Receivable, Net
Taxes State Government Federal Government Other Prepaid Items Inventories Capital Assets Land Construction in Progress Land Improvements Buildings Equipment Less: Accumulated Depreciation
Total Assets
LIABILITIES
Accounts Payable Salary and Benefits Payable Contracts Payable Retainages Payable Long-Term Liabilities
Due Within One Year Due in More Than One Year
Total Liabilities
NET ASSETS
Invested in Capital Assets, Net of Related Debt Restricted for
Continuation of Federal Programs Debt Service Capital Projects Unrestricted
Total Net Assets
Total Liabilities and Net Assets
The notes to the basic financial statements are an integral part of this statement. -1-
EXHIBIT"A"
GOVERNMENTAL ACTIVITIES
$
11,627,129
33,434,481
3,855,686 12,442,015
505,613 14,006 22,996
184,005
7,018,737 24,706,524
857,043 169,077,010
34,951,518 -63,295,522
$ ===23=5:!:,4=0=1=,2=41=
$
1,409,126
10,247,094
3,067,970
1,514,145
6,885,000 32 241 874
$
55,365,209
$
136,888,666
1,449,514 4,215,992 13,306,229 24 175 631
$
180,036,032
$ ===23=5"",4=0==l1,=24=1a=
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2007
GOVERNMENTAL ACTIVITIES
Instruction Support Services
Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Support Services Other Support Services Operations of Non-Instructional Services Enterprise Operations Community Services Food Services Interest on Short-Term and Long-Term Debt
Total Governmental Activities
General Revenues Taxes Property Taxes For Maintenance and Operations For Debt Services Sales Taxes Special Purpose Local Option Sales Tax For Debt Services For Capital Projects Intangible Recording Tax Real Estate Grants and Contributions not Restricted to Specific Programs Investment Earnings Miscellaneous
Special Item Gain on Sale of Property
Total General Revenues and Special Item
Change in Net Assets
Net Assets - Beginning of Year
Net Assets - End of Year
EXPENSES
CHARGES FOR SERVICES
$
121,213,301 $
3,305,777 3,985,889 3,857,794 1,316,029 11,204,665 1,213,545 12,385,186 7,461,322
920,703 46,268
3,503,453 5,027
7,408,677 1 954 125
$
179 781 761 $
99,548
4,475,528 4,244,908 8,819,984
The notes to the basic financial statements are an integral part of this statement. -2-
EXHIBIT"B"
PROGRAM REVENUES
OPERATING
CAPITAL
GRANTS AND
GRANTS AND
CONTRIBUTIONS CONTRIBUTIONS
NET (EXPENSES) REVENUES
AND CHANGES IN NET ASSETS
$
76,519,276 $
1,058,953 1,687,909 2,612,600 2,595,771 5,132,358
20,733 6,770,681 2,568,647
11,834 46,565
17,644
3,504,359
$
102,547,330 $
5,044,791 $ 286,636 229,309 588,707
171,982 6,321,425 $
-39,549,686
-2,246,824 -2,297,980
-958,558 1,279,742 -5,842,998 -1,192,812 -5,614,505 -4,303,968 -908,869
297
989,719 -5,027
512,572 -1 954 125
-62,093,022
$
55,297,161
22
7,810,287 9,066,952 1,928,649
581,744 7,852,247 2,792,865 1,668,878
2 081 740
$
89,080,545
$
26,987,523
153,048,509
$ ===1=80:!'=03=6=,0=32=
-3-
COLUMBIA COUNTY BOARD OF EDUCATION BALANCE SHEET
GOVERNMENTAL FUNDS JUNE 30, 2007
EXHIBIT"C"
ASSETS
Cash and Cash Equivalents Investments Accounts Receivable, Net
Taxes State Government Federal Government Other Prepaid Items Inventories
GENERAL FUND
DISTRICTWIDE
CAPITAL PROJECTS
FUND
DEBT SERVICE
FUND
TOTAL
$ 6,219,343 $ 4,288,464 $
18,827,889
14,579,137
963,324 12,442,015
505,613 13,098 22,996
184,005
2,892,362
316,918 $ 27,455
10,824,725 33,434,481
3,855,686 12,442,015
505,613 13,098 22,996
184 005
Total Assets
$ 39,178,283 $ 21,759,963 $
344,373 $ ===6=1=,2=8=12,=61=9=
LIABILITIES AND FUND BALANCES
LIABILITIES
Accounts Payable Salary and Benefits Payable Contracts Payable Retainages Payable
$
857,372
10,247,094
$
3,067,970 1,514,145
Total Liabilities
$ 11,104,466 $ 4,582,115
FUND BALANCES
Reserved for: Continuation of Federal Programs Debt Service Inventories Capital Projects
Unreserved Designated for Student Activities Undesignated Reported in: General Fund
$ 1,265,509 $ 3,871,619 $
184,005 13,306,229
1,798,687
24,825,616
Total Fund Balances
$ 28,073,817 $ 17,177,848 $
$ $ $ 344,373
344 373 $
857,372 10,247,094 3,067,970
1 514 145
15,686,581
1,265,509 4,215,992
184,005 13,306,229
1,798,687
24,825,616
45,596,038
Total Liabilities and Fund Balances
$ 39,178,283 $ 21,759,963 $
344,373 $ ===6;;.1;,,i:,2:.;;8;;;,2a,;;;,6,:,,;19=
The notes to the basic financial statements are an integral part of this statement. -4-
COLUMBIA COUNTY BOARD OF EDUCATION RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET
TO THE STATEMENT OF NET ASSETS JUNE 30, 2007
EXHIBIT"D"
Total Fund Balances - Governmental Funds (Exhibit "C")
Amounts reported for Governmental Activities in the Statement of Net Assets are different because:
Capital Assets used in Governmental Activities are not financial resources and therefore are not reported in the funds. These assets consist of:
Land Construction in Progress Land Improvements Buildings Equipment Accumulated Depreciation
Total Capital Assets
An Internal Service Fund is used by the School District's management to account for the workers' compensation risk financing related activities. The assets and liabilities of the Internal Service Fund are reported with governmental activities.
Long-Term Liabilities, including Bonds Payable, are not due and payable in the current period and therefore are not reported as liabilities in the funds. Long-Term Liabilities at year-end consist of:
Bonds Payable Compensated Absences
Total Long-Term Liabilities
$ 45,596,038
$ 7,018,737 24,706,524 857,043 169,077,010 34,951,518 -63,295,522
173,315,310
251,558
$ -38,530,000 -596,874
-39,126,874
Net Assets of Governmental Activities (Exhibit "A")
$ 180,036,032
The notes to the basic financial statements are an integral part of this statement. -5-
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2007
EXHIBIT"E"
REVENUES
Property Taxes Sales Taxes State Funds Federal Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Instruction Support Services Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Support Services Other Support Services Enterprise Operations Food Services Operation
Capital Outlay Debt Services
Principal Interest
Total Expenditures
Excess of Revenues over (under) Expenditures
OTHER FINANCING SOURCES {USES)
Transfers In Transfers Out Special Item
Proceeds from Sale of Property
Total Other Financing Sources (Uses)
Net Change in Fund Balances
Fund Balances - Beginning
GENERAL FUND
DISTRICTWIDE
CAPITAL PROJECTS
FUND
DEBT SERVICE
FUND
TOTAL
$ 54,765,296 2,510,393 $
102,074,711 9,146,785 8,819,984 1,946,353 1,756,602
$ 9,066,952 5,732,717
787,666
16 $ 7,810,287
10,779
54,765,312 19,387,632 107,807,428 9,146,785 8,819,984 2,744,798 1,756,602
$ 181,020,124 $ 15,587,335 $ 7,821,082 $ 204,428,541
$ 117,156,046 $
126,258
$ 117,282,304
3,293,805 3,996,305 3,845,222 1,110,135 11,239,730 1,190,249 12,403,595 7,699,282
911,645 48,346 3,584,564 7,654,281
11,755 18,775 141,852 34,109
$ 38,855 446,870 5,110
1,410 24,360,572
4,643
3,293,805 4,008,060 3,863,997 1,251,987 11,273,839 1,194,892 12,442,450 8,146,152
916,755 48,346 3,584,564 7,655,691 24,360,572
6,490,000 1,954,125
6,490,000 1,954,125
$ 174,133,205 $ 25,185,566 $ 8,448,768 $ 207,767,539
$ 6,886,919 $ -9,598,231 $ -627,686 $ -3,338,998
$ 4,203,500 $ -4,203,500
4,575,675
$ -4,203,500 $ 8 779 175
$ 2,683,419 $ -819,056 $
25,390,398
17,996,904
$
$ -627,686 $ 972,059
4,203,500 -4,203,500 4,575,675 4,575,675 1,236,677 44,359,361
Fund Balances - Ending
$ 28,073,817 $ 17,177,848 $ 344 373 $ 45,596,038
The notes to the basic financial statements are an integral part of this statement. -6-
COLUMBIA COUNTY BOARD OF EDUCATION RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF
REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES TO THE STATEMENT OF ACTIVITIES JUNE 30, 2007
EXHIBIT"F"
Total Net Change in Fund Balances - Governmental Funds (Exhibit "E")
Amounts reported for Governmental Activities in the Statement of Activities are different because:
Capital Outlays are reported as expenditures in Governmental Funds. However, in the Statement of Activities, the cost of Capital Assets is allocated over their estimated useful lives as depreciation expense. In the current period, these amounts are:
Capital Outlay Depreciation Expense
Excess of Capital Outlay over Depreciation Expense
Because some property taxes will not be collected for several months after the School District's fiscal year ends, they are not considered "available" revenues.
In the Statement of Activities, only the gain on the sale of the land, building and equipment is reported, whereas in the Governmental Funds, the entire proceeds from the sale increase financial resources. Thus, the change in net assets differs from the change in fund balances by the carrying value of the land, building and equipment sold.
Repayment of Long-Term Debt is reported as an expenditure in Governmental Funds, but the repayment reduces Long-Term Liabilities in the Statement of Net Assets. In the current year, these amounts consist of:
Bond Principal Retirements
Some items reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in Governmental Funds. These activities consist of:
Increase in Compensated Absences
An Internal Service Fund is used by the School District's management to account for the workers' compensation risk financing related activities. The net revenue of the Internal Service Fund is reported with governmental activities.
$ 1,236,677
$ 28,874,461 -7,255,057
21,619,404
280,882
-2,536,319
6,490,000 -104,959 1 838
Change in Net Assets of Governmental Activities (Exhibit "B")
$ 26,987,523
The notes to the basic financial statements are an integral part of this statement. -7-
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF NET ASSETS PROPRIETARY FUNDS JUNE 30, 2007
ASSETS Current Assets
Cash and Cash Equivalents Accounts Receivable, Net
Other
Total Assets
LIABILITIES Current Liabilities
Accounts Payable NET ASSETS
Unrestricted
Total Liabilities and Net Assets
EXHIBIT"G"
INTERNAL SERVICE FUND
$
802,404
908
$ ======8=03===31=2=
$
551,754
251 558
$ ======8=03='=31=2=
The notes to the basic financial statements are an integral part of this statement. -8-
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS
PROPRIETARY FUNDS YEAR ENDED JUNE 30, 2007
EXHIBIT"H"
OPERATING REVENUES Charges for Services
OPERATING EXPENSES Contractual Services Insurance Claims and Expenses Total Operating Expenses Operating Loss
NONOPERATING REVENUES Interest and Investment Revenue Changes in Net Assets
Total Net Assets - Beginning
Total Net Assets - Ending
INTERNAL SERVICE FUND
$
407,224
$
224,869
228,584
$
453,453
$
-46,229
48067
$
1,838
249,720
$ =====2=5=1,=55..,8=
The notes to the basic financial statements are an integral part of this statement. -9-
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF CASH FLOWS PROPRIETARY FUNDS
YEAR ENDED JUNE 30, 2007
CASH FLOWS FROM OPERATING ACTIVITIES Cash Received from Charges for Services Cash Paid for Excess Worker's Compensation Insurance Cash Paid for Other Purchased Services Cash Paid for Worker's Compensation Claims Net Cash Used by Operating Activities
CASH FLOWS FROM INVESTING ACTIVITIES Interest and Dividends
Net Increase in Cash and Cash Equivalents Balances - Beginning of Year
Balances - End of Year
RECONCILIATION OF OPERATING LOSS TO NET CASH USED BY OPERATING ACTIVITIES
Operating Loss Change in Net Assets and Liabilities
Receivables, Net Accounts and Other Payables
Net Cash (Used) By Operating Activities
EXHIBIT"!"
INTERNAL SERVICE FUND
$
406,816
-58,814
-166,055
-315,261
$
-133314
$
48 067
$
-85,247
887,651
$ =======8=02::!,,4.,.0=4=
$
-46,229
$ ===-1.3..3='=31=4=
The notes to the basic financial statements are an integral part of this statement.
- 10 -
COLUMBIA COUNTY BOARD OF EDUCATION STATEMENT OF FIDUCIARY NET ASSETS FIDUCIARY FUNDS JUNE 30, 2007
ASSETS Cash and Cash Equivalents
LIABILITIES Funds Held for Others
EXHIBIT"J"
AGENCY FUNDS
$ =====62=6==,4=99=
$ =====62=6==.4=99=
The notes to the basic financial statements are an integral part of this statement. - 11 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 1: DESCRIPTION OF SCHOOL DISTRICT AND REPORTING ENTITY
REPORTING ENTITY
The Columbia County Board of Education (School District) was established under the laws ofthe State of Georgia and operates under the guidance of a school board elected by the voters and a Superintendent appointed by the Board. The Board is organized as a separate legal entity and has the power to levy taxes and issue bonds. Its budget is not subject to approval by any other entity. Accordingly, the School District is a primary government and consists ofall the organizations that compose its legal entity.
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
BASIS OF PRESENTATION
The School District's basic financial statements are collectively comprised of the District-wide financial statements, fund financial statements and notes to the basic financial statements of the Columbia County Board of Education.
District-wide Statements: The Statement ofNet Assets and the Statement ofActivities display information about the financial activities ofthe overall School District, except for fiduciary activities. Eliminations have been made to minimize the double counting ofinternal activities. Governmental activities generally are financed through taxes, intergovernmental revenues, and other nonexchange transactions.
The Statement ofActivities presents a comparison between direct expenses and program revenues for each function of the School District's governmental activities.
Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expenses (expenses of the School District related to the administration and support ofthe School District's programs, such as office and maintenance personnel and accounting) are not allocated to programs.
Program revenues include (a) charges paid by the recipients ofgoods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues, including all taxes, are presented as general revenues.
Fund Financial Statements: The fund financial statements provide information about the School District's funds, including fiduciary funds. Eliminations have been made to minimize the double counting ofinternal activities. Separate statements for each category (governmental, proprietary, and fiduciary) are presented. The emphasis of fund financial statements is on major governmental funds, each displayed in a separate column.
- 12 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The School District reports the following major governmental funds:
General Fund is the School District's primary operating fund. It accounts for all financial resources ofthe School District, except those resources required to be accounted for in another fund.
District-wide Capital Projects Fund accounts for financial resources including Special Purpose Local Option Sales Tax (SPLOST), Bond Proceeds and grants from Georgia State Financing and Investment Commission to be used for the acquisition, construction or renovation ofmajor capital facilities.
Debt Service Fund accounts for taxes (property and sales) legally restricted for the payment of general long-term principal, interest and paying agent's fees.
Proprietary fund operating revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Nonoperating revenues, such as subsidies and investment earnings, result from nonexchange transactions or from ancillary activities. Enterprise fund operating revenues are related to charges for workers' compensation risk financing related activities. The primary nonoperating revenues are interest and investment revenues.
Principal operating expenses are the costs of providing goods or services and include contractual services and insurance claims and expenses.
The School District reports the following major proprietary fund:
Internal Service Fund - the fund used to account for the School District's workers' compensation risk financing related activities.
The School District reports the following fiduciary fund type:
Agency funds account for assets held by the School District as an agent for various funds, governments or individuals.
BASIS OF ACCOUNTING
The basis ofaccounting determines when transactions are reported on the financial statements. The District-wide governmental, proprietary and fiduciary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Nonexchange transactions, in which the School District gives (or receives) value without directly receiving (or giving) equal value in exchange, include property taxes, sales taxes, grants and donations. On an accrual basis, revenue from property taxes is
- 13 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
recognized in the fiscal year for which the taxes are levied. Revenue from sales taxes is recognized in the fiscal year in which the underlying transaction (sale) takes place. Revenue from grants and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied.
The School District uses funds to report on its financial position and the results of its operations. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain governmental functions or activities. A fund is a separate accounting entity with a self-balancing set of accounts.
Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis ofaccounting. Under this method, revenues are recognized when measurable and available. The School District considers all revenues reported in the governmental funds to be available if they are collected within sixty days after year-end. Property taxes, sales taxes and interest are considered to be susceptible to accrual. Expenditures are recorded when the related fund liability is incurred, except for principal and interest on general long-term debt, claims and judgments, and compensated absences, which are recognized as expenditures to the extent they have matured. Capital asset acquisitions are reported as expenditures in governmental funds. Proceeds of general long-term liabilities and acquisitions under capital leases are reported as other financing sources.
The School District funds certain programs by a combination ofspecific cost-reimbursement grants, categorical grants, and general revenues. Thus, when program costs are incurred, there are both restricted and unrestricted net assets available to finance the program. It is the School District's policy to first apply grant resources to such programs, followed by cost-reimbursement grants, then general revenues.
CASH AND CASH EQUIVALENTS
COMPOSITION OF DEPOSITS Cash and cash equivalents consist ofcash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition in authorized financial institutions. Official Code of Georgia Annotated Section 45-8-14 authorize the School District to deposit its funds in one or more solvent banks or insured Federal savings and loan associations.
INVESTMENTS
COMPOSITION OF INVESTMENTS Investments made by the School District in nonparticipating interest-earning contracts (such as certificates ofdeposit) and repurchase agreements are reported at cost. Participating interest-earning contracts and money market investments with a maturity at purchase ofone year or less are reported at amortized cost. Both participating interest-earning contracts and money market investments with a maturity at purchase greater than one year are reported at fair value. The Official Code ofGeorgia Annotated Section 36-83-4 authorizes the School District to invest its funds. In selecting among
- 14 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
options for investment or among institutional bids for deposits, the highest rate ofreturn shall be the objective, given equivalent conditions of safety and liquidity. Funds may be invested in the following:
(1) Obligations issued by the State of Georgia or by other states,
(2) Obligations issued by the United States government,
(3) Obligations fully insured or guaranteed by the United States government or a United States government agency,
(4) Obligations of any corporation of the United States government,
(5) Prime banker's acceptances,
(6) The Local Government Investment Pool administered by the State of Georgia, Office of Treasury and Fiscal Services,
(7) Repurchase agreements, and
(8) Obligations of other political subdivisions of the State of Georgia.
The School District does not have a formal policy regarding investment policies that address credit risks, custodial credit risks, concentration ofcredit risks, interest rate risks or foreign currency risks.
RECEIVABLES
Receivables consist of amounts due from property and sales taxes, grant reimbursements due on Federal, State or other grants for expenditures made but not reimbursed and other receivables disclosed from information available. Receivables are recorded when either the asset or revenue recognition criteria has been met. Receivables recorded on the basic financial statements do not include any amounts which would necessitate the need for an allowance for uncollectible receivables.
PROPERTY TAXES
The Columbia County Board ofCommissioners fixed the property tax levy for the 2006 tax digest year (calendar year) on July 18, 2006 (levy date). Taxes were due on November 15, 2006 (lien date). Taxes collected within the current fiscal year or within 60 days after year-end on the 2006 tax digest are reported as revenue in the governmental funds for fiscal year 2007. The Columbia County Tax Commissioner bills and collects the property taxes for the School District, withholds 2.5% of taxes collected as a fee for tax collection and remits the balance of taxes collected to the School
- 15 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
District. Property tax revenues, at the fund reporting level, during the fiscal year ended June 30, 2007, for maintenance and operations amounted to $54,765,296 and for school bonds amounted to $16.
The tax millage rate levied for the 2006 tax year (calendar year) for the Columbia County Board of Education was as follows (a mill equals $1 per thousand dollars of assessed value):
School Operations
17.18 mills
SALES TAXES
Special Purpose Local Option Sales Tax, at the fund reporting level, during the year amounted to $16,877,239 and is to be used for capital outlay for educational purposes or debt service. This sales tax was authorized by local referendum and the sales tax must be re-authorized at least every five years.
INVENTORIES
FOOD INVENTORIES On the basic financial statements, inventories ofdonated food commodities used in the preparation ofmeals are reported at their Federally assigned value and purchased foods inventories are reported at cost (first-in, first-out). The School District uses the consumption method to account for inventories whereby donated food commodities are recorded as an asset and as revenue when received, and expenses/expenditures are recorded as the inventory items are used. Purchased foods are recorded as an asset when purchased and expenses/expenditures are recorded as the inventory items are used.
PREPAID ITEMS
Payments made to vendors for services that will benefit periods subsequent to June 30, 2007, are recorded as prepaid items.
CAPITAL ASSETS
Capital assets purchased, including capital outlay costs, are recorded as expenditures in the fund financial statements at the time of purchase (including ancillary charges). On the District-wide financial statements, all purchased capital assets are valued at cost where historical records are available and at estimated historical cost based on appraisals or deflated current replacement cost where no historical records exist. Donated capital assets are recorded at estimated fair market value on the date donated. Disposals are deleted at depreciated recorded cost. The cost of normal maintenance and repairs that do not add to the value ofassets or materially extend the useful lives of the assets is not capitalized. Depreciation is computed using the straight-line method. The School District does not capitalize book collections or works of art.
- 16 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Capitalization thresholds and estimated useful lives of capital assets reported in the District-wide statements are as follows:
Land Land Improvements Buildings and Improvements Computers, Televisions, Laser Disk Players,
Digital Cameras and Video Cameras Monitors, Printers, Scanners and Band Equipment All Other Equipment
Capitalization Policy
$
1,000
$
1,000
$
1,000
All
$
100
$
1,000
Estimated Useful Life
NIA 10 to 20 years
50 years
5 to 8 years 5 to 15 years 5 to 15 years
Depreciation is used to allocate the actual or estimated historical cost of all capital assets over estimated useful lives.
GENERAL OBLIGATION BONDS
The School District issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. Bond issuance costs are recognized in the financial statements during the fiscal year bonds are issued. In addition, general obligation bonds have been issued to refund existing general obligation bonds. General obligation bonds are direct obligations and pledge the full faith and credit of the government. The outstanding amount of these bonds is recorded in the Statement of Net Assets.
NET ASSETS
The School District's net assets in the District-wide Statements are classified as follows:
Invested in capital assets, net of related debt - This represents the School District's total investment in capital assets, net ofoutstanding debt obligations related to those capital assets. To the extent debt has been incurred but not yet expended for capital assets, such amounts are not included as a component of invested in capital assets, net of related debt.
Restricted net assets - These represent resources for which the School District is legally or contractually obligated to spend resources for bus replacement, continuation of Federal programs, debt service and capital projects in accordance with restrictions imposed by external third parties.
Unrestricted net assets - Unrestricted net assets represent resources derived from property taxes, sales taxes, grants and contributions not restricted to specific programs, charges for services, and miscellaneous revenues. These resources are used for transactions relating to the educational and general operations of the School District, and may be used at the discretion of the Board to meet current expenses for those purposes.
- 17 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 3: DEPOSITS AND INVESTMENTS
COLLATERALIZATION OF DEPOSITS Official Code of Georgia Annotated (OCGA) Section 45-8-12 provides that there shall not be on deposit at any time in any depository for a time longer than ten days a sum ofmoney which has not been secured by surety bond, by guarantee of insurance, or by collateral. The aggregate ofthe face value ofsuch surety bond and the market value of securities pledged shall be equal to not less than 110 percent ofthe public funds being secured after the deduction ofthe amount ofdeposit insurance. Ifa depository elects the pooled method (OCGA 45-8-13 .1) the aggregate ofthe market value ofthe securities pledged to secure a pool ofpublic funds shall be not less than 110 percent ofthe daily pool balance.
Acceptable security for deposits consists of any one of or any combination of the following:
(1) Surety bond signed by a surety company duly qualified and authorized to transact business within the State of Georgia,
(2) Insurance on accounts provided by the Federal Deposit Insurance Corporation,
(3) Bonds, bills, notes, certificates of indebtedness or other direct obligations of the United States or of the State of Georgia,
(4) Bonds, bills, notes, certificates of indebtedness or other obligations of the counties or municipalities of the State of Georgia,
(5) 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,
(6) Industrial revenue bonds and bonds of development authorities created by the laws ofthe State of Georgia, and
(7) Bonds, bills, notes, certificates of indebtedness, 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 or 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.
CATEGORIZATION OF DEPOSITS At June 30, 2007, the bank balances were $12,970,595. The amounts of the total uninsured bank balances are classified into three categories of custodial credit risk:
Category 1 - Uncollateralized, Category 2 - Cash collateralized with securities held by the pledging financial institution, or
- 18 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 3: DEPOSITS AND INVESTMENTS
Category 3 - Cash collateralized with securities held by the pledging financial institution's trust department or agent but not in the School District's name.
The School District's uninsured deposits are classified by custodial credit risk category at June 30, 2007, as follows:
Custodial Credit Risk Category
Bank Balance
1
$
0
2
1,032,193
3
11,438,402
Total
$ 12,470,595
CATEGORIZATION OF INVESTMENTS The School District's investments as of June 30, 2007, are presented below. All investments are presented by investment type and debt securities are presented by maturity.
Investment Type
Fair Value
Other Investments Equity Securities - Domestic Common Stock
$ 119,148
Investment Pools Office of Treasury and Fiscal Services Georgia Fund 1
33,315,333
Total Investments
$ 33,434.481
The Local Government Investment Pool administered by the State of Georgia, Office of Treasury and Fiscal Services is not required to be categorized since the School District did not own any specific identifiable securities in the pool. The investment policy ofthe State ofGeorgia, Office of Treasury and Fiscal Services for the Local Government Investment Pool (Primary Liquidity Portfolio) does not provide for investment in derivatives or similar investments. Additional information on the Local Government Investment Pool 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 http://www.audits.state.ga.us/internet/searchRpts. html.
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COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 3: DEPOSITS AND INVESTMENTS
The Primary Liquidity Portfolio consists ofGeorgia Fund 1 which is not registered with the SEC as an investment company but does operate in a manner consistent with the SEC's Rule 2a-7 of the Investment Company Act of 1940. The investment is valued at the pool's share price, $1.00 per share. The pool is an AAAm rated investment pool by Standard and Poor's. The weighted average maturity of Georgia Fund 1 may not exceed 60 days. The weighted average maturity for Georgia Fund 1 on June 30, 2007, was 15 days.
Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investment will adversely affect the fair value ofan investment. The School District does not have a formal policy for managing interest rate risk.
Note 4: NON-MONETARY TRANSACTIONS
The School District receives food commodities from the United States Department of Agriculture (USDA) for school breakfast and lunch programs. These commodities are recorded at their Federally assigned value. See Note 2 - Inventories
Note 5: CAPITAL ASSETS
The following is a summary of changes in the Capital Assets during the fiscal year:
Balances July 1, 2006
Increases
Decreases
Balances June 30, 2007
Governmental Activities Capital Assets, Not Being Depreciated:
Land Construction in Progress
$ 5,701,957 $ 1,340,520 $
23,740 $ 7,018,737
16,299,121 21,784,936 13,377,533 24,706,524
Total Capital Assets Not Being Depreciated $ 22,001,078 $ 23,125,456 $ 13,401,273 $ 31,725,261
Capital Assets Being Depreciated Buildings and Improvements Equipment Land Improvements
$ 158,794,016 $ 14,609,891 $
34,221,313
4,414,926
755,322
101,721
4,326,897 $ 169,077,010 3,684,721 34,951,518
857,043
Less Accumulated Depreciation for: Buildings and Improvements Equipment Land Improvements
40,509,304 20,837,853
192,347
3,573,000 3,621,974
60,083
1,884,263 3,614,776
42,198,041 20,845,051
252,430
Total Capital Assets, Being Depreciated, Net $ 132,231,147 $ 11,871,481 $ 2,512,579 $ 141,590,049
Governmental Activity Capital Assets - Net $ 154,232,225 $ 34,226,93'.Z $ 15,913,852 $ 173,315,310
-20-
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 5: CAPITAL ASSETS
Current year depreciation expense by function is as follows:
Instruction Support Services
Pupil Services Improvements of Instructional Services Educational Media Services General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Support Services Other Support Services Community Services Food Services
$ 5,680,629
$
11,519
83,547
16,777
143,946
20,160
33,861
189,392
762,495
14,862
1 759
1,278,318 5,027
291,083
$ 7,255.057
Note 6: RESTRICTED ASSETS
Special Purpose Local Option Sales Tax (SPLOST), general obligation bond proceeds, Georgia State Financing and Investment Commission (GSFIC) funds and property tax levied specifically for retirement of outstanding bond principal, interest and paying agent's fees (Debt Service Funds) are reported as restricted assets in the Statement ofNet Assets because their use is limited by applicable bond covenants or statutory provisions. Restricted assets at June 30, 2007, were as follows:
District-wide Capital Projects
Bond
SPLOST
Proceeds
Debt Service Funds
Restricted Cash and Cash Equivalents: Debt Services Capital Acquisitions
Restricted Investments: Debt Services Capital Acquisitions
$ 4,204,323
$ 3,871,619 $ 10,707,478 $
$ 316,918
$ 40
27,455
- 21 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 7: INTERFUND TRANSFERS
Interfund transfers for the year ended June 30, 2007, consisted of the following:
Transfer to
Transfers From General Fund
District-wide Capital Projects
$ 4,203,500
Transfers are used to move property tax revenues collected by the General Fund to the District-wide Capital Projects Fund as required match or supplemental funding source for capital construction projects.
Note 8: RISK MANAGEMENT
The School District is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors or omissions; job related illness or injuries to employees; acts of God and unemployment compensation.
The School District participates in the Georgia School Boards Association Risk and Insurance Management System, a public entity risk pool organized on July 1, 1994, to develop and administer a plan to reduce risk of loss on account of general liability, motor vehicle liability, or property damage, including safety engineering and other loss prevention and control techniques, and to administer one or more groups of self-insurance funds, including the processing and defense of claims brought against members ofthe system. The School District pays an annual premium to the system for its general insurance coverage. Additional coverage is provided through agreements by the system with other companies according to their specialty for property, boiler and machinery (including coverage for flood and earthquake), general liability (including coverage for sexual harassment, molestation and abuse), errors and omissions, crime and automobile risks. Payment of excess insurance for the system varies by line of coverage.
The School District has established a limited risk management program for workers' compensation claims. A premium is charged when needed by the Internal Service Fund to the General Fund to cover actual claims and to build a level of retained earnings. A premium is charged by the Internal Service Fund to the Food and Nutrition Program to cover actual claims. The School District accounts for claims with expense and liability being reported when it is probable that a loss has occurred, and the amount of that loss can be reasonably estimated. An excess coverage insurance policy covers individual claims in excess of $300,000 loss per occurrence, up to the statutory limit.
Changes in the workers' compensation claims liability during the last two fiscal years are as follows:
- 22 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 8: RISK MANAGEMENT
2006 2007
Beginning of Year Liability
Claims and Changes in Estimates
Claims Paid
End of Year Liability
$ 370,845 $ 366,564 $
98 978 $ 638,431
$ 638,431 $ 228,584 $ 315,261 $ 551,754
The School District is self-insured with regard to unemployment compensation claims. The School District accounts for claims within the General Fund with expenses/expenditures and liability being reported when it is probable that a loss has occurred, and the amount of that loss can be reasonably estimated.
Changes in the unemployment compensation claims liability during the last two fiscal years are as follows:
2006 2007
Beginning of Year Liability
Claims and Changes in Estimates
Claims Paid
End of Year Liability
$
1 335 $
13,308 $
4 298 $
10 345
$
10 345 $
1 040 $
11,385 $
0
The School District has purchased surety bonds to provide additional insurance coverage as follows:
Position Covered
Amount
Superintendent All Employees
$
50,000
$ 200,000
Note 9: LONG-TERM DEBT
COMPENSATED ABSENCES Compensated absences represent obligations of the School District relating to employees' rights to receive compensation for future absences based upon service already rendered. This obligation relates only to vesting accumulating leave in which payment is probable and can be reasonably estimated. Typically, the General Fund is the fund used to liquidate this long-term debt. The School District uses the vesting method to compute compensated absences.
GENERAL OBLIGATION DEBT OUTSTANDING General Obligation Bonds currently outstanding are as follows:
- 23 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 9: LONG-TERM DEBT
Purpose
Interest Rates
Amount
General Government - Series 1994A
3.50%- 7.00%
General Government - Refunding - Series 1998 3.10% - 4.35%
General Government- Series 2001A
3.50% - 4.00%
General Government- Refunding- Series 2001A 3.50% - 4.00%
General Government - Series 2002
3.00% - 4.00%
General Government - Refunding - Series 2003
2.60%
General Government - Series 2005
3.25% - 5.00%
$ 8,090,000 5,815,000 2,025,000 2,290,000 1,460,000 3,850,000 15,000.000
$ 38,530,QQQ
Voters have authorized $15,000,000 in general obligation debt for capital outlay purposes which was not issued as of June 30, 2007.
The changes in Long-Term Debt during the fiscal year ended June 30, 2007, were as follows:
Governmental Funds
General
Compensated Obligation
Absences (1)
Bonds
Total
Balance July 1, 2006
$ 491,915 $ 45,020,000 $ 45,511,915
Additions Annual Leave Earned
583,735
583,735
Deductions Annual Leave Earned Debt Retired
478,776
6,490.000
478,776 6,490,000
Balance June 30, 2007
$ 596,874 $ 3KS3Q1000 $ 39,126,874
Portion of Long-Term Debt
Due within One Year
$
0 $ 6,885.000 $ 6,885,000
(1) The portion of Compensated Absences due within one year has been determined to be immaterial to the basic financial statements.
At June 30, 2007, payments due by fiscal year which includes principal and interest for these items are as follows:
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COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 9: LONG-TERM DEBT
Fiscal Year Ended June 30
General Obligation
Debt
Principal
Interest
2008 2009 2010 2011 2012 2013
$ 6,885,000 $ 1,703,845
3,665,000
1,464,287
3,960,000
1,278,547
5,985,000
1,022,286
8,815,000
642,450
9,220,000
258,187
Total Principal and Interest Note 10: ON-BEHALF PAYMENTS
$ 38,530.000 $ 6,369.602
The School District has recognized revenues and costs in the amount of $2,686,037 for health insurance and retirement contributions paid on the School District's behalfby the following State Agencies.
Georgia Department of Education Paid to the Georgia Department of Community Health For Health Insurance ofNon-Certified Personnel In the amount of $2,632,999
Paid to the Teachers Retirement System of Georgia For Teachers Retirement System (TRS) Employer's Cost In the amount of $29,588
Office of Treasury and Fiscal Services Paid to the Public School Employees Retirement System For Public School Employees Retirement (PSERS) Employer's Cost In the amount of $23,450
Note 11: SPECIAL ITEM
Columbia County Board ofEducation completed the sale ofEvans Middle School (old Evans High School) for $4,575,675 in the fall of 2006. The proceeds were used to offset the cost ofbuilding a new modem Evans Middle School in a location with less congestion. The gain from the sale was $2,081,740.
- 25 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT"K"
Note 12: SIGNIFICANT COMMITMENTS
The following is an analysis ofsignificant outstanding construction or renovation contracts executed by the School District as of June 30, 2007, together with funding available:
Project
Unearned Executed Contracts
Funding Available From State
07-636-016/070-636-021 Cedar Ridge Elementary School Lewiston Elementary School Additions River Ridge Elementary School Additions New High School
$ 7,857,109 $ 767,985 23,508 46,565
11,293,235
582,828
$ 19.988_402 $ 16302.226
The amounts described in this note are not reflected in the basic financial statements.
Note 13: SIGNIFICANT CONTINGENT LIABILITIES
Amounts received or receivable principally from the Federal government are subject to audit and review by grantor agencies. This could result in requests for reimbursement to the grantor agency for any costs which are disallowed under grant terms. The School District believes that such disallowances, if any, will be immaterial to its overall financial position.
The School District is a defendant in various legal proceedings pertaining to matters incidental to the performance ofroutine School District operations. The ultimate disposition ofthese proceedings is not presently determinable, but is not believed to be material to the basic financial statements.
Note 14: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA (TRS)
TRS PLAN DESCRIPTION Substantially all teachers, administrative and clerical personnel employed by local school systems are covered by the Teachers Retirement System of Georgia (TRS), which is a cost-sharing multiple employer defined benefit pension plan. TRS provides service retirement, disability retirement and survivors benefits for its members in accordance with State statute. The Teachers Retirement System of Georgia issues a separate stand alone financial audit report and a copy can be obtained from the Georgia Department of Audits and Accounts.
- 26 -
COLUMBIA COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2007
EXHIBIT "K"
Note 14: RETIREMENT PLANS
TRS CONTRIBUTIONS REQUIRED AND MADE Employees ofthe School District who are covered by TRS are required by State statute to contribute 5% of their gross earnings to TRS. The School District makes monthly employer contributions to TRS at rates adopted by the TRS Board of Trustees in accordance with State statute and as advised by their independent actuary. The required employer contribution rate is 9.28% and employer contributions for the current fiscal year and the preceding two fiscal years are as follows:
Fiscal Year
Percentage Contributed
Required Contribution
2007 2006 2005
100% 100% 100%
$ 9,776,525 $ 8,338,175 $ 7,782,267
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COLUMBIA COUNTY BOARD OF EDUCATION GENERAL FUND
SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL
YEAR ENDED JUNE 30, 2007
SCHEDULE "1"
REVENUES
Property Taxes Sales Taxes State Funds Federal Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Instruction Support Services Pupil Services Improvement of Instructional Services Educational Media Services General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Support Services Other Support Services Enterprise Operations Food Services Operation
Total Expenditures
Excess of Revenues over (under) Expenditures
OTHER FINANCING USES
Other Uses
Net Change in Fund Balances
Fund Balances - Beginning
Fund Balances - Ending
NONAPPROPRIATED BUDGETS
ORIGINAL (1 l
FINAL (1l
ACTUAL AMOUNTS
$
54,573,622 $
54,573,622 $
54,765,296
1,360,000
1,360,000
2,510,393
95,627,584
97,778,800
102,074,711
9,312,638
9,231,751
9,146,785
4,812,100
4,812,100
8,819,984
1,075,000
1,075,000
1,946,353
497 900
516 400
1,756,602
$ 167,258,844 $ 169,347,673 $ 181,020,124
$ 114,618,980 $ 115,065,897 $ 117,156,046
3,474,798 3,824,728 3,548,355 1,089,769 10,034,479 1,235,634 12,394,578 7,386,582
917,537 24,955
8,142,321
3,279,536 4,204,138 3,532,724 1,138,048 10,050,393 1,235,634 12,557,045 7,765,783
918,062 61,717
8,142,321
3,293,805 3,996,305 3,845,222 1,110,135 11,239,730 1,190,249 12,403,595 7,699,282
911,645 48,346 3,584,564 7,654,281
$ 166,692,716 $ 167,951,298 $ 174,133,205
$
566,128 $
1,396,375 $
6,886,919
-350,000
-6,250,000
-4,203,500
$
216,128 $
-4,853,625 $
2,683,419
28,671,964
26,709,054
25,390,398
$
28,888,092 $
s 21 1855,429 =====2..a._,o..,1_3,,..a1..1. =
Notes to the Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual
(1) Original and Final Budget amounts do not include budgeted revenues or expenditures of the various principal accounts.
The accompanying schedule of revenues, expenditures and changes in fund balances budget and actual is presented on the modified accrual basis of accounting which is the basis of accounting used in the presentation of the fund financial statements.
See notes to the basic financial statements.
- 29-
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30, 2007
SCHEDULE "2"
FUNDING AGENCY PROGRAM/GRANT
Agriculture, U. S. Department of Child Nutrition Cluster Pass-Through From Georgia Department of Education Food Services School Breakfast Program National School Lunch Program
Total Child Nutrition Cluster
Other Programs Pass-Through From Georgia Department of Education Food Donation (1)
Total U. S. Department of Agriculture
Education, U. S. Department of Special Education Cluster Pass-Through From Georgia Department of Education Special Education Grants to States Preschool Grants
Total Special Education Cluster
Other Programs Direct Impact Aid Pass-Through From Georgia Department of Education English Language Acquisition Grants Enhancing Education Through Technology Program Hurricane Education Recovery Improving Teacher Quality State Grants Safe and Drug-Free Schools and Communities State Grants for Innovative Programs Title I Grants to Local Educational Agencies Vocational Education - Basic Grants to States
Total U.S. Department of Education
Defense, U. S. Department of Direct Department of the Army R.O.T.C. Program Department of the Navy R.O.T.C. Program
Total U.S. Department of Defense
Total Federal Financial Assistance
N/A = Not Available
CFDA NUMBER
PASSTHROUGH
ENTITY ID
NUMBER
EXPENDITURES IN PERIOD
. 10.553
. 10.555
10.550
N/A
(2)
N/A
$
6,702,241
$
6,702,241
N/A
492,241
$
7194482
84.027 84.173
84.041
84.365 84.318
. 84.938 84.367 84.186 84.298 84.010 84.048
N/A
$
3,154,851
N/A
92,927
$
3,247,778
(3)
N/A
29,088
NIA
73
N/A
(4)
NIA
527,270
N/A
49,473
NIA
23,549
N/A
1,580,841
N/A
139 703
$
5,597,775
$
155,554
55038
$
210,592
$
13,002,849
- 30-
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30, 2007
SCHEDULE "2"
Notes to the Schedule of Expenditures of Federal Awards
(1) The amount shown for the Food Donation Program represents the Federally assigned value of nonmonetary assistance for donated commodities received and/or consumed by the School District during the current fiscal year.
(2) Expenditures for the funds earned on the School Breakfast Program ($395,119) were not maintained separately and are included in the 2007 National School Lunch Program.
(3) Funds earned on the Impact Aid program, in the amount of $233,211, do not require reporting of expenditures. (4) Funds earned and expended in the prior period on the Hurricane Education Recovery program, in the amount of $60,646,
do not require reporting of expenditures.
Major Programs are identified by an asterisk (*) in front of the CFDA number.
The School District did not provide Federal Assistance to any Subrecipient.
The accompanying schedule of expenditures of Federal awards includes the Federal grant activity of the Columbia County Board of Education and is presented on the modified accrual basis of accounting which is the basis of accounting used in the presentation of the fund financial statements.
See notes to the basic financial statements.
- 31 -
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF STATE REVENUE YEAR ENDED JUNE 30, 2007
SCHEDULE "3"
AGENCY/FUNDING
GRANTS Bright From the Start: Georgia Department of Early Care and Learning Pre-Kindergarten Program
Education, Georgia Department of Quality Basic Education Direct Instructional Cost Kindergarten Program Kindergarten Program - Early Intervention Program Primary Grades (1-3) Program Primary Grades - Early Intervention (1-3) Program Upper Elementary Grades (4-5) Program Upper Elementary Grades - Early Intervention (4-5) Program Middle School (6-8) Program High School General Education (9-12) Program Vocational Laboratory (9-12) Program Students with Disabilities Category I Category II Category Ill Category IV CategoryV Gifted Student - Category VI Remedial Education Program Alternative Education Program English Speakers of Other Languages (ESOL) Media Center Program 20 Days Additional Instruction Staff and Professional Development Indirect Cost Central Administration School Administration Facility Maintenance and Operations Categorical Grants Pupil Transportation Regular Bus Replacement Nursing Services Principal Supplements Vocational Supervisors Education Equalization Funding Grant Food Services Vocational Education Amended Formula Adjustment Other State Programs K-8 Reading and Math Bonds for Buses Health Insurance Comprehensive Academic Performance System Middle School Remediation National Teacher Certification Preschool Handicapped Program Special Education Low Incidence Grant Teachers' Retirement Virtual Schools Grant
GOVERNMENTAL FUND TYPES
CAPITAL
GENERAL
PROJECTS
FUND
FUND
TOTAL
$ 1,562,836
$
1,562,836
6,697,834 189,864
15,360,474 688,804
7,898,200 419,141
14,023,567 13,611,666
2,394,430
390,936 635,679 4,552,799 1,293,903 598,780 1,656,610 343,773 1,114,286 192,346 2,166,769 709,757 390,559
1,943,224 4,177,655 5,627,447
1,910,942 188,707 379,438 68,408 37,717
7,852,247 459,800 112,152
-1,878,393
244,169 400,000 2,632,999 160,300
12,182 364,338 252,542
12,186 29,588
8,600
6,697,834 189,864
15,360,474 688,804
7,898,200 419,141
14,023,567 13,611,666
2,394,430
390,936 635,679 4,552,799 1,293,903 598,780 1,656,610 343,773 1,114,286 192,346 2,166,769 709,757 390,559
1,943,224 4,177,655 5,627,447
1,910,942 188,707 379,438 68,408 37,717
7,852,247 459,800 112,152
-1,878,393
244,169 400,000 2,632,999 160,300
12',182 364,338 252,542
12,186 29,588
8,600
- 32-
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF STATE REVENUE YEAR ENDED JUNE 30, 2007
SCHEDULE "3"
AGENCY/FUNDING
GRANTS Georgia State Financing and Investment Commission Reimbursement on Construction Projects
Office of Treasury and Fiscal Services Public School Employees Retirement
CONTRACT Education, Georgia Department of Foreign Language Model Program
OTHER Community Affairs, Georgia Department of Local Assistance Grant
GOVERNMENTAL FUND TYPES
CAPITAL
GENERAL
PROJECTS
FUND
FUND
TOTAL
$
5,732,717 $
5,732,717
$
23,450
23,450
122,000
122,000
40 000
40 000
$ 102,074,711 $
5 732 717 $===10;;,,;7,!;8:=0:a,76:42=8=
See notes to the basic financial statements.
- 33 -
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF APPROVED LOCAL OPTION SALES TAX PROJECTS
YEAR ENDED JUNE 30, 2007
Revenues
Sales Tax 2002 - 2007 Proceeds Sales Tax 2007 - 2012 Proceeds 2005 Bond Proceeds State Proceeds Local Proceeds Interest
Total Revenues
Ex12enditures
Debt Payments Audit Fees Capital Projects Equipment, Buses and Portables
Total Expenditures
BUDGET
SPLOST 2002 - 2007 (1)
CURRENT
PRIOR
YEAR
YEARS
$
68,265,548 $
90,855,000
15,664,805
30,022,138
15,720,000
1700000
$ 222,227,491 $
16,877,239 $ 51,388,309
713 991
283 061
17,591,230 $ 51 671 370
$
83,006,732 $
36,000
108,995,625
18,602,859
$ 210,641,216 $
7,810,288 $ 3,750
3,613,813 448 200
32,045,061 7,500
7,677,331 4 954 823
11 876 051 $ 44 684 715
Proceeds for Current and Future Projects
$
11,586,275 $
5 715 179 $ 6,986,655
The voters of Columbia County approved the imposition of a 1% sales tax (SPLOST) for 2002 - 2007 and 2007 - 2012 to fund the above projects and retire debt. The amounts expended for these projects may include sales tax proceeds, state, local property taxes and/or other funds over the life of the projects.
(1) The School District's original cost estimate as specified in the resolution for the 2002 - 2007 SPLOST was (1) for the cost of acquiring, constructing, and equipping one new elementary school and one new middle school, adding and equipping new classrooms at existing high schools, acquiring land for future schools, adding to, renovating, repairing, improving, and equipping existing school buildings and other buildings and facilities useful or desirable in connection therewith, and acquiring any necessary property therefor, both real and personal, (2) the cost of acquiring instructional and administrative technology improvements for existing schools and acquiring school buses, the maximum cost of the projects described in clauses (1) and (2) above to be $42,067,795 and (3) the cost of paying debt due on April 1, 2003 through October 1, 2007, in the maximum amount of $27,932,205 for a total of $70,000,000. The taxpayers also approved the sale of $16,000,000 in bonds in order to advance fund the projects. The principal and interest on the $16,000,000 was paid with SPLOST proceeds which is not reflected in the $27,932,205.
(2) The School District's original cost estimate as specified in the resolution for the 2007 - 2012 SPLOST was (1) to acquire, construct, and equip two new elementary schools, three new middle schools, and one new high school, acquire land for future schools and instructional and administrative technology improvements for existing schools, add to, renovate, repair, improve, and equip existing school buildings and other buildings and facilities useful or desirable in connection therewith, and acquiring any necessary property therefor, both real and personal, (2) and to acquire school buses, the maximum cost of the projects described in clauses (1) and (2) above to be $95,100,000 and (3) the cost of paying debt due on April 1, 2008 through October 1, 2012, in the maximum amount of $19,900,000 for a total of $115,000,000. The taxpayers also approved the sale of $30,000,000 in bonds in order to advance fund the projects. At this time only $15,000,000 of the bonds have been sold. The principal and interest on the $15,000,000 will be paid with SPLOST proceeds which is not reflected in the $19,900,000.
See notes to the basic financial statements.
- 34 -
SCHEDULE "4"
SPLOST 2007 - 2012 (2)
BONDS
SALES TAX PROCEEDS
CURRENT
PRIOR
CURRENT PRIOR
YEAR
YEARS
YEAR
YEARS
STATE AND LOCAL FUNDING
CURRENT
PRIOR
YEAR
YEARS
TOTAL
PERCENTAGE COMPLETION
$ $ 15,664,805
$
52,696
404 019
$
52 696 $ 16,068,824 $
$ 633,837 $ 897,937 $
3,459,281
11,130,346
$ 4,093,118 $ 12,028,283 $
$ -4,040,422 $ 4 040 541 $
0 $
0
$ 68,265,548
0
15,664,805
$ 5,732,717 $ 7,987,221
13,719,938
8,779,175
6,940,825
15,720,000
1 453 767
0 $
0 $ 14,511,892 $ 14,928,046 $ 114,824,058
100% 0%
100% 46% 100% 86%
0 $
0
$ 41,387,123
11,250
$ 16,944,631 $ 12,301,245
55,126,647
5,403,023
50% 31% 51% 29%
0 $
0 $ 16 944 631 $ 12,301,245 $ 101,928,043
0 $
0 $ -2,432,739 $ 2,626,801 $ 12,896,015
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COLUMBIA COUNTY BOARD OF EDUCATION GENERAL FUND QUALITY BASIC EDUCATION PROGRAM (QBE)
ALLOTMENTS AND EXPENDITURES BY PROGRAM YEAR ENDED JUNE 30, 2007
SCHEDULE "5"
DESCRIPTION
Direct Instructional Programs Kindergarten Program Kindergarten Program-Early Intervention Program Primary Grades (1-3) Program Primary Grades-Early Intervention (1-3) Program Upper Elementary Grades (4-5) Program Upper Elementary Grades-Early Intervention (4-5) Program Middle School (6-8) Program High School General Education (9-12) Program Vocational Laboratory (9-12) Program Students with Disabilities Category I Category II Category Ill Category IV CategoryV Gifted Student - Category VI Remedial Education Program Alternative Education Program English Speakers of Other Languages (ESOL)
TOTAL DIRECT INSTRUCTIONAL PROGRAMS
Media Center Program Staff and Professional Development
ALLOTMENTS FROM GEORGIA DEPARTMENT OF EDUCATION {1) {2)
ELIGIBLE QBE PROGRAM COSTS
SALARIES
OPERATIONS
TOTAL
$
7,615,602 $ 8,242,151 $
214,655 $
8,456,806
222,222
193,439
2,456
195,895
17,539,461
21,736,614
1,040,334
22,776,948
798,024
681,467
9,964
691,431
9,029,904
10,835,543
258,942
11,094,485
484,452 16,114,633 15,582,537 2,717,283 8,528,256
1,879,699 370,456
1,277,096 212 988
661,639 18,349,688 17,946,627
2,571,637
301,867 508,951 8,506,758 193,568 207,452 1,862,813 167,814 1,017,764 277,936
4,633 868,645 1,152,789 495,977
13,111 13,117 356,419 23,215 19,243 56,911
3,756 21,309 14 220
666,272 19,218,333 19,099,416
3,067,614
314,978 522,068 8,863,177 216,783 226,695 1,919,724 171,570 1,039,073 292,156
$
82,372,613 $ 94,263,728 $
4,569,696 $ 98,833,424
2,480,996 453 431
2,995,637
453,110
3,448,747 373,323
TOTAL QBE FORMULA FUNDS
$
85,307,040 $ 97,259,365 $
5,022,806 $ 102,655,494
(1) Comprised of State Funds plus Local Five Mill Share. (2) Allotments do not include the impact of the State amended formula adjustment.
See notes to the basic financial statements.
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SECTION II COMPLIANCE AND INTERNAL CONTROL REPORTS
RUSSELL W. HINTON
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 17, 2007
Honorable Sonny Perdue, Governor Members ofthe General Assembly Members of the State Board of Education
and Superintendent and Members ofthe Columbia County Board of Education
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 the financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of Columbia County Board of Education as of and for the year ended June 30, 2007, which collectively comprise Columbia County Board ofEducation's basic financial statements and have issued our report thereon dated December 17, 2007. We conducted our audit in accordance with auditing standards generally accepted in the United States ofAmerica and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.
Internal Control Over Financial Reporting
In planning and performing our audit, we considered Columbia County Board ofEducation's internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose ofexpressing an opinion on the effectiveness of the Columbia County Board of Education's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness ofthe Columbia County Board of Education's internal control over financial reporting.
A control deficiency exists when the design or operation ofa control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or combination of
2007YB-10
control deficiencies, that adversely affect the Columbia County Board of Education's ability to initiate, authorize, record, process, or report financial data reliably in accordance with generally accepted accounting principles such that there is more than a remote likelihood that a misstatement ofthe Columbia County Board ofEducation's financial statements that is more than inconsequential will not be prevented or detected by the Columbia County Board of Education's internal control.
A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement ofthe financial statements will not be prevented or detected by the Columbia County Board of Education's internal control.
Our consideration of the internal control over financial reporting was for the limited purpose described in the first paragraph ofthis section and would not necessarily disclose all deficiencies in internal control that might be significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses, as defined above.
Compliance and Other Matters
As part of obtaining reasonable assurance about whether Columbia County Board of Education's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions oflaws, 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 certain matters that we have reported to management of Columbia County Board of Education in a separate letter dated December 17, 2007.
This report is intended solely for the information and use of the management, members of the Columbia County Board of Education, Federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties.
Respectfully submitted,
~~lD~~
Ru sell W. Hinton, CPA, CGFM State Auditor
RWH:as 2007YB-10
RUSSELL W. HINTON
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 17, 2007
Honorable Sonny Perdue, Governor Members of the General Assembly Members of the State Board of Education
and Superintendent and Members of the Columbia County Board of Education
REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH 0MB CIRCULARA-133
Ladies and Gentlemen:
Compliance
We have audited the compliance of Columbia County Board of Education with the types of compliance requirements described in the U.S. Office ofManagement and Budget (0MB) Circular A-133 Compliance Supplement that are applicable to each ofits major Federal programs for the year ended June 30, 2007. Columbia County Board ofEducation's major Federal programs are identified in the Summary of Auditor's Results Section of the accompanying Schedule of Findings and Questioned Costs. Compliance with the requirements of laws, regulations, contracts and grants applicable to each ofits major Federal programs is the responsibility ofColumbia County Board of Education's management. Our responsibility is to express an opinion on Columbia County Board of Education's compliance based on our audit.
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States ofAmerica; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General ofthe United States; and 0MB Circular A133, Audits ofStates, Local Governments, and Non-Profit Organizations. Those standards and 0MB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major Federal program occurred. An audit includes examining, on a test basis, evidence about the Columbia County Board of Education's compliance
2007SA-10
with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination on Columbia County Board ofEducation's compliance with those requirements.
In our opinion, the Columbia County Board ofEducation complied, in all material respects, with the requirements referred to above that are applicable to each ofits major Federal programs for the year ended June 30, 2007.
Internal Control Over Compliance
The management of Columbia County Board of Education is responsible for establishing and maintaining effective internal control over compliance with requirements of laws, regulations, contracts and grants applicable to Federal programs. In planning and performing our audit, we considered Columbia County Board of Education's internal control over compliance with requirements that could have a direct and material effect on a major Federal program in order to determine our auditing procedures for the purpose ofexpressing our opinion on compliance, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the Columbia County Board of Education's internal control over compliance.
A control deficiency in an entity's internal control over compliance exists when the design or operation ofa control does not allow management or employees, in the normal course ofperforming their assigned functions, to prevent or detect noncompliance with a type ofcompliance requirement of a Federal program on a timely basis. A significant deficiency is a control deficiency, or combination ofcontrol deficiencies, that adversely affects the entity's ability to administer a Federal program such that there is more than a remote likelihood that noncompliance with a type of compliance requirement of a Federal program that is more than inconsequential will not be prevented or detected by the entity's internal control.
A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that material noncompliance with a type of compliance requirement ofa Federal program will not be prevented or detected by the entity's internal control.
Our consideration ofthe internal control over compliance was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above.
2007SA-10
This report is intended solely for the information and use of the management, members of the Columbia County Board of Education, Federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties.
Respectfully submitted,
.
~~~.--B-~
Russell W. Hinton, CPA, CGFM State Auditor
RWH:as 2007SA-10
SECTION III AUDITEE'S RESPONSE TO PRIOR YEAR FINDINGS AND QUESTIONED COSTS
COLUMBIA COUNTY BOARD OF EDUCATION AUDITEE'S RESPONSE
SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS AND QUESTIONED COSTS YEAR ENDED JUNE 30, 2007
PRIOR YEAR FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS
FINDING CONTROL NUMBER
AUDITEE'S RESPONSE/STATUS
SEE AUDITOR'S COMMENTS
FS-6361-06-01
Further Action Not Warranted
(1)
AUDITOR'S COMMENTS
(1) Findings/internal control deficiencies ofthis nature, that are not deemed significant deficiencies or material weaknesses and do not require reporting in the audit report in accordance with Statements on Auditing Standards (SAS) 112 or Governmental Auditing Standards (Yellow Book), will be communicated in a management letter in subsequent periods.
PRIOR YEAR FEDERAL AWARD FINDINGS AND QUESTIONED COSTS
FINDING CONTROL NUMBER AND STATUS
F A-6361-06-01
Unresolved - See Corrective Action/Responses
CORRECTIVE ACTION/RESPONSES
ACTIVITIES ALLOWED OR UNALLOWED Inadequate Internal Control Procedures Finding Control Number: FA-6361-06-01
No longer have the grant.
AUDITOR NOTE: In a May 11, 2007 communication to the Board's Superintendent, Georgia Department ofEducation advised the Board that this finding is pending review by its Financial Review Section.
SECTION IV FINDINGS AND QUESTIONED COSTS
COLUMBIA COUNTY BOARD OF EDUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2007
I SUMMARY OF AUDITOR'S RESULTS
1. Type of Report Issued on the Financial Statements The auditor's opinion on the Columbia County Board of Education's financial statements was unqualified.
2. Significant Deficiencies in Internal Control Disclosed by the Audit ofthe Financial Statements The audit report for the Columbia County Board of Education did not disclose any significant deficiencies related to the financial statements.
3. Noncompliance Material to the Financial Statements The audit of the Columbia County Board of Education disclosed no instances of noncompliance that were deemed to be material to the financial statements.
4. Significant Deficiencies in Internal Control Over Major Programs The audit report for the Columbia County Board of Education did not disclose any significant deficiencies in internal control over major programs.
5. Type of Report Issued on Compliance for Major Programs The auditor's opinion on the Columbia County Board of Education's report on compliance with requirements applicable to major programs was unqualified.
6. Audit Findings Required to be Reported by Section .510{a) ofOMB Circular A-133 The Columbia County Board ofEducation's audit did not disclose audit findings required to be reported by section .510(a) ofOMB Circular A-133.
7. Major Programs Federal awards audited as major programs are as follows: 10.553 Food Services - School Breakfast Program 10.555 Food Services - National School Lunch Program 84.367 Improving Teacher Quality State Grants
8. Type "A" Program Dollar Threshold The dollar threshold for type "A" programs was $398,901.
9. Low Risk Auditee The Columbia County Board of Education qualified as a low risk auditee as defined by Section .530 of 0MB Circular A-133.
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COLUMBIA COUNTY BOARD OF E,DUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2007 II FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS No matters were reported. III FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No matters were reported.
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