Comprehensive Annual Financial Report
For the Fiscal Year Ended June 30, 2017
Creekside HS
Alexandria Jackson ~ 10th Grade
Dolvin ES
Cao Lillian ~ 1st Grade
Sweet Apple ES
Caroline Blackwell ~ 1st Grade
Sweet Apple ES Oliver Reed ~ Kindergarten
Milton HS Emma Rohwer ~ 12th Grade
Ison Springs ES
Giselle Guzman ~ 4th Grade
Woodland MS
Jose Cibrian ~ 7th Grade
Cliftondale ES
Kaden Livsey ~ 5th Grade
Prepared by: Fulton County Board of Education
Division of Financial Services Robert A. Morales, Chief Financial Officer
Riverwood HS Dori Balser ~ 12th Grade
ACKNOWLEDGEMENTS
On behalf of the Fulton County School Board of Education, the Superintendent, and the Financial Services Division, I am pleased to present the 2017 Comprehensive Annual Financial Report (CAFR). The cover, designed to resemble an art gallery, showcases the work of our extremely talented students in kindergarten through grade twelve.
I would like to thank the student artists who allowed us to share their prized and inspirational artwork for our financial report. I also must give special acknowledgement to the District's art teachers who teach and motivate our student artists.
Finally, as Chief Financial Officer, I wish to acknowledge my appreciation to the members of the Financial Services Division who contributed to the development and the content of this report including Ms. Greta Tinaglia, Executive Director of Accounting and Retirement Services and her Accounting Services staff and Mr. Marvin Dereef, Deputy Chief Financial Officer for their leadership during the transition this year.
Yours very truly,
Robert A. Morales Chief Financial Officer
Alexandria Jackson, 10th Grade
Art Teacher, Shuntia Wallace Creekside High School District 4
Oliver Reed, Kindergarten Art Teacher, Katie Argentina Sweet Apple Elementary School District 1
Jose Cibrian, 7th Grade Art Teacher, Pauline Weisz Woodland Middle School District 3
STUDENT ARTWORK
Cao Lillian, 1st Grade
Art Teacher, Hope Knight Dolvin Elementary School District 5
Caroline Blackwell, 1st Grade
Art Teacher, Katie Argentina Sweet Apple Elementary School District 1
Emma Rohwer - 12th Grade Art Teacher, Heather Meyer Milton High School District 2
Giselle Guzman, 4th Grade Art Teacher, Christine Wu Ison Springs Elementary School District 7
Kaden Livsey, 5th Grade Art Teacher, Elizabeth Minor Cliftondale Elementary School District 4
Dori Balser, 12th Grade Art Teacher, Lana Ensmann Riverwood High School District 3
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2017
TABLE OF CONTENTS
Introductory Section
(Unaudited)
Letter of Transmittal ................................................................................................................. i GFOA Certificate of Achievement for Excellence in Financial Reporting............................ viii ASBO Certificate of Excellence in Financial Reporting .......................................................... ix List of Elected Officials..............................................................................................................x Superintendent of Schools ........................................................................................................ xi List of Appointed Principal Officials ...................................................................................... xii Organizational Chart .............................................................................................................. xiii
Financial Section
Independent Auditors' Report .................................................................................................1
Management's Discussion and Analysis (Unaudited) ...................................................... 4-14
Basic Financial Statements:
Government-wide Financial Statements: Statement of Net Position......................................................................................................15 Statement of Activities ..........................................................................................................16
Fund Financial Statements:
Governmental Funds: Balance Sheet ........................................................................................................................17 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position....................................................................................................................18 Statement of Revenues, Expenditures and Changes in Fund Balances ................................19 Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities .......................................20 Statement of Revenues, Expenditures, and Changes in Fund Balance Budget and Actual General Fund ..................................................................................................................21
Fiduciary Funds: Statement of Fiduciary Net Position......................................................................................22 Statement of Changes in Fiduciary Net Position...................................................................23
Notes to the Basic Financial Statements ................................................................................24 Index to Notes to the Basic Financial Statements .................................................................25 Summary of Significant Accounting Policies .......................................................................26 Stewardship, Compliance and Accountability.......................................................................33 Detailed Notes on All Funds .................................................................................................33 Other Notes............................................................................................................................53
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2017
Required Supplementary Information ....................................................................................56 Fulton County School Employees Pension Plan Schedule of the School System's Proportionate Share of the Net Pension Liability ............57 Schedule of School System's Contributions During Measurement Period ...........................58 Schedule of Changes in the School System's Net Pension Liability and Related Ratios .....59 Schedule of School System's Contributions .........................................................................60
Supplementary Information:
Combining and Individual Fund Statements and Schedules:
Governmental Funds:
Nonmajor Governmental Funds Combining Balance Sheet ...................................................................................................61 Combining Statement of Revenues, Expenditures and Changes in Fund Balances .............62
Nonmajor Special Revenue Funds Combining Balance Sheet ....................................................................................................63 Combining Statement of Revenues, Expenditures and Changes in Fund Balances .............65 All Budgeted Special Revenue Funds Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Budgetary Basis) ..............................................................................................................67 Title I Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................68 Title II Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................69 Title III Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................70 Part B Special Education Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................71 Education for the Homeless Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................72 School Nutrition Program Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................73 Lottery Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................74 Other Federal Grants Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ..........................................................................................75
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2017
Other Local Grants Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual............................................................................................76
Debt Service Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual............................................................................................77
Agency Funds Combining Statement of Changes in Assets and Liabilities..............................................78
Statistical Section
(Unaudited)
Introduction to the Statistical Section.........................................................................79
Financial Trends Government-wide Net Position By Component ................................................................80 Chart Total Government-wide Net Position.......................................................................81 Changes in Net Position Governmental Activities .............................................................82 Changes in Net Position Governmental Activities Percentage of Total..........................83 Changes in Net Position Government Activities Annual Percentage Change ................84 Fund Balances Governmental Funds..................................................................................85 Chart-Fund Balances-Governmental Funds ..........................................................................87 General Governmental Revenues by Source.........................................................................88 General Governmental Expenditures by Function ................................................................89 General Governmental Expenditures by Function Percentage of Total .............................90 General Governmental Current Expenditures by Function...................................................91 Summary of Changes in Fund Balances ...............................................................................92 Chart Summary of Net Changes in Fund Balances ............................................................93
Revenue Capacity
Taxable Assessed Value and Estimated Actual Value of Property by Type........................94 Chart- Taxable Assessed Value............................................................................................95 Direct, Overlapping and Underlying Property Tax Rates ....................................................96 Comparison of Metropolitan Atlanta School Districts 2016 Property Tax Rates .............97 Property Tax Levies and Collections ...................................................................................98 Principal Property Taxpayers ...............................................................................................99 Direct, Overlapping and Underlying Sales Tax Rates .......................................................100 Sales Taxes by Group ........................................................................................................101
Debt Capacity Ratios of Total Debt Outstanding by Type .........................................................................102 Underlying, Overlapping and Direct Governmental Activities Debt ..................................103 Legal Debt Margin ..............................................................................................................104
Economic & Demographic Information Demographic and Economic Statistics................................................................................105 Principal Employers ............................................................................................................106
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2017
Operating Information Employees by Function.......................................................................................................107 Teachers' Salaries................................................................................................................108 School Building Information ....................................................................................... 109-116 Food Service Operating Statistics .......................................................................................117 Enrollment by Grade Level .................................................................................................118
Special Reports Section
Schedule of Expenditures of Special Purpose Local Option Sales Tax ..............................119 Schedule of Lottery Expenditures By Object.....................................................................120 Schedule of Quality Basic Education Program Earnings
And Expenditures by Program ........................................................................................121
Single Audit Section
Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards...........................................122 and 123
Independent Auditor's Report on Compliance for Each Major Federal Program and Report on Internal Control over Compliance Required by Uniform Guidance............................................................................. 124-125
Schedule of Expenditures of Federal Awards...................................................126 and 127
Notes to the Schedule of Expenditures of Federal Awards .......................................... 128
Schedule of Findings and Questioned Costs.......................................................... 129-130
Status of Prior Fiscal Year Audit Findings ............................................................ 131-132
Introductory Section
Ison Springs ES Giselle Guzman ~ 4th Grade
BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
December 27, 2017
To the Members of the Fulton County Board of Education, The Citizens of Fulton County, Georgia and the Financial Community:
The Comprehensive Annual Financial Report (CAFR) of the Fulton County Board of Education, Georgia (the School District) for the fiscal year ended June 30, 2017, is submitted herewith. This report was prepared by the Financial Services Division and is intended to fulfill the requirements for audit prescribed by Georgia Statutes for local boards of education. Also included in this CAFR is the Uniform Guidance report which is issued to fulfill Single Audit Requirements of Federal and State governments. District management assumes full responsibility for the completeness and reliability of the information contained in this report, based on a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, the objective is to provide reasonable, rather than absolute, assurance that the financial statements are free of any material misstatements.
The Financial Services Division prepared this report in conformance with standards of the Governmental Accounting Standards Board, the American Institute of Certified Public Accountants, and the Government Finance Officers Association.
Mauldin & Jenkins, LLC, have issued an unmodified ("clean") opinion on the Board's financial statements for the fiscal year ended June 30, 2017. The independent auditor's report is located at the front of the financial section of this report.
Management's discussion and analysis (MD&A) document immediately follows the independent auditor's report and provides a narrative introduction, overview, and analysis of the basic financial statements. The MD&A complements this letter of transmittal and should be read in conjunction with it.
The Comprehensive Annual Financial Report is presented in five sections: 1) Introductory, 2) Financial, 3) Statistical, 4) Special Reports and 5) Single Audit. The Introductory section includes this transmittal letter, a list of principal officials, and an organizational chart. The Financial section includes the basic financial statements as well as the unmodified opinion of independent public accountants on the basic financial statements.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
The Statistical section contains selected financial and demographic information, generally presented over a multi-year basis. Included with the Statistical section is a Special Report section. Within this Special Report section is the SPLOST expenditures, lottery expenditures, and QBE allotment and expenditures. The Single Audit section contains federal compliance information including schedules and auditor reports required for the District to comply with the Revised Single Audit Act of 1996 and 2 CFR 200, the Uniform Guidance.
PROFILE OF THE BOARD
The School District's boundaries are coterminous with those of Fulton County, Georgia (the "County") (except the area within the corporate limits of the City of Atlanta, Georgia which constitutes the territory within the Atlanta Independent School System). The School District reports one blended component unit, the "Fulton County School Employees' Pension Fund".
The School District serves the entire County area excluding the territory within the Atlanta Independent School System. The School District is currently composed of 108 schools: 59 elementary schools (grades K-5), 19 middle schools (grades 6-8) and 18 high schools (grades 9- 12), 2 open campus high schools, and 10 start-up Charter Schools for a total enrollment of approximately 96,700. The School District is governed by an elected seven-member Board of Education, the official policy-making body of the School District, and administered by an appointed Superintendent.
The School District is the fourth largest system in Georgia and the 32nd largest in the United States. The District is governed by a Board of Education consisting of seven members elected by the registered voters of the County from seven education districts within the County. A president and a vice-president are elected from the membership, and serve as such for a term of two years and one year respectively.
Day-to-day administration of the School District is the responsibility of the Superintendent, who is appointed by the Board for terms of office which may not be less than one year or greater than three years. The School Superintendent acts as the Secretary of the Board of Education, ex officio.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
As of June 30, 2017, there were more than 7,500 certificated personnel servicing an active enrollment of approximately 96,700 students in the various schools. Services provided by our personnel include: preschool for three and four-year-old special needs students, regular and special education instructional program at the elementary (kindergarten through 5th grade), middle (6th through 8th grade), and secondary (9th through 12th grade) levels. Additional services in community school programs, on-line educational programs and numerous others, which exceed the legal requirements, are also offered in the school system.
All teachers in the School System hold Bachelor's degrees, many have Master's degrees, and some have Specialist's and Doctoral degrees. Most have a continuing interest in professional and personal growth through formal study and staff development workshops.
The School District has been reaccredited by AdvanceEd, which is comprised of three U.S.-based regional accreditation agencies. The regional accreditation agency that conducts the School District's accreditation activities is the Southern Association of Colleges and Schools Council on Accreditation (SACS CASI).
Fulton County has a land area of approximately 529 square miles. The terrain is rolling, and the elevation varies from 900 to 1,050 feet above sea level. The average temperature varies from 41 degrees in January to 79 degrees in July, with an average mean temperature of 61 degrees. Average annual rainfall is 50.77 inches.
LOCAL ECONOMY
The development of the fiscal year 2017 budget, which was approved on June 7, 2016, was a planned, orderly process, which evaluated the prioritization of available funds for provision of educational services for Fulton County students. The central focus of the approved fiscal year 2017 budget is to provide competitive wages for teachers, increased support to schools, support the Districts strategic plan, support federal programs, and manage increasing benefit costs for all employees
Our two primary funding sources have experienced growth this fiscal year as the local economy has seen steady growth. . Our major General Fund revenue stream for operations is property taxes which generates 60% of the General Fund revenue and increased by $12.7 million due to growth in the Tax Digest.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
Our second major General Fund revenue stream is State revenue through the "Quality Basic Education" Act funding, which represents 38% of General Fund revenue. In fiscal year 2017 QBE state aid of approximately $358 million was up from fiscal year 2016 by approximately $15 million due to enrollment growth, an increase in training and experience credit for teachers and a reduction in the state austerity adjustments. Overall, our General Fund revenues are up approximately 4.3%. It is the goal of FCS to strategically use new revenue to support the district's strategic plan, to provide compensation increases to employees to manage the expenditure growth associated with increased enrollment and rising benefit costs. The revenue increases in FY 2017 were used in part to provide a salary increase to teachers of 5% and a 3% increase for noninstructional personnel and to manage rising benefit costs.
LONG TERM FINANCIAL PLANNING The School District plans capital improvements as future capital needs arise due to increased student population and facility repair and maintenance needs. Specific capital expenditure plans are formalized in conjunction with enrollment forecasts, current facility assessments, and anticipated annual receipts of capital outlay funds from the State of Georgia Department of Education. The School District regularly monitors anticipated capital outlay needs. The District has adopted financial policies that provide us with an infrastructure for our future financial management decisions. The topics addressed in these policies include:
Operating budgets and equity reserve policies; Capital improvement program policies; Debt issuance and management policies (adopted in fiscal year 2010); Revenue administration policies Accounting, auditing, and financial reporting policies; Deposit and investment policies.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
STRATEGIC INITIATIVES
During the 2012- 2013 school year Fulton County Schools began the implementation of Strategic Plan 2017: Building Our Future, a five-year roadmap to dramatically improve student achievement for all students. We have organized the path forward around these five areas of focus where the district must improve:
Advancing Instruction; Enhancing People; Integrating Technology; Ensuring Effective Schools; Managing Resources. Our status as Georgia's largest Charter System presents an unprecedented level of flexibility to think differently about how we operate and consider new ways to meet the needs of a diverse and wide-reaching school district. Our theory of action is that empowering principals and school- based governance councils will lead to improved outcomes for students throughout Fulton County. Focused and intentional work guided by the District's strategic plan has led to Fulton improving its four-year cohort graduation rate over 15 percentage points resulting in both the highest graduation rate in Metro Atlanta as well as the fastest rate of improvement over the same period.
AWARDS Financial Reporting
The District received a Certificate of Excellence in financial reporting for the fiscal year June 30, 2016 CAFR from Government Finance Officers Association of the United States and Canada (GFOA) and the Association of School Business Officials International (ASBO). This was the 9th year that the School District has submitted and received these prestigious awards.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
In order to receive these awards, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. These awards are valid for a period of one year only. We believe that our current CAFR continues to meet GFOA and ASBO requirements, and will be submitting our 2017 CAFR to determine its eligibility for these certificates.
Budget Presentation
The District prepares an official budget document each year which is issued as a separate report. Since 2010, the District has received the Distinguished Budget Presentation Award from GFOA. In order to receive this award, the District must publish a budget document that meets program criteria as a policy document, a financial plan, an operations guide, and as a communications device. The award is valid for a period of one year only. We have also received the Meritorious Budget Award from ASBO every year since 2010. The criteria required by ASBO includes an introductory, organizational, financial and information section. We believe the most recent budget continues to conform to program requirements, and we have submitted it to GFOA and ASBO to determine its eligibility for another award.
CLOSING In closing, we want to thank the members of the Fulton County Board of Education for their unfailing support for maintaining the highest standards of professionalism in the management of the School District's finances. To the citizens of the Fulton County School District, please accept our gratitude for your support of our successful School District.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice Prsident Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Jeff Rose, Ed. D., Superintendent
ACKNOWLEDGEMENTS The preparation of this report could not have been accomplished without the dedicated services of the entire professional staff of the Financial Services Division. Each member has our sincere appreciation for his/her timely closing of the School District's financial records and the preparation of this report. A special recognition is made to Ms. Greta Tinaglia, Executive Director of Accounting Services, for leading the comprehensive annual financial report development. We also express our thanks to all department of the School District for their help in collecting and assimilating data. We especially like to recognize the students of our District for the beautiful artwork found throughout this document. Respectfully Submitted,
Robert A. Morales Chief Financial Officer
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Government Finance Officers Association
Certificate of Achievement for Excellence in Financial
Reporting
Presented to
Fulton County
Text38: Board of Education
Text53:
Georgia
For its Comprehensive Annual Financial Report
for the Fiscal Year Ended
June 30, 2016
Executive Director/CEO
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Fulton County School District
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The CAFR has been reviewed and met or exceeded ASBO International's Certificate of Excellence standards.
Anthony N. Dragona, Ed.D., RSBA President
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John D. Musso, CAE Executive Director
Board of Education
2 016 - 2 0 17
Katha Stuart District 1
Linda McCain Vice President - District 5
Katie Reeves District 2
Gail Dean District 3
Linda Bryant President - District 4
Kimberly Dove District 6
Julia Bernath District 7
The Fulton County Board of Education includes seven members elected by district to serve four-year terms. The Superintendent serves as an ex-officio member of the Board and acts as Secretary-Treasurer. Board members elect a President for a two-year term and a Vice President for a one-year term.
Duties and Responsibilities The primary duty of the Board of Education is to enact policy. The Superintendent and staff enforce the policies and ensure that each student has an equal opportunity for a quality education. The Board also:
Evaluates the educational program, Adopts courses of study, Approves personnel recommendations, Approves the budget, financial reports, audits and major expenditures Provides funds for the operation and support of the school system, Sets minimum standards for efficient operation and improvement of the system, Approves school attendance boundaries, and Acts as a tribunal at certain employee and student hearings.
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Fulton County Board of Education, Georgia Superintendent of Schools Dr. Jeff Rose December 21, 2017
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Fulton County Board of Education, Georgia
List of Appointed Principal Officials
June 30, 2017
Name Dr. Jeff Rose Dr. Rob Anderson Mr. Patrick Burke Ms. Serena Sacks Mr. Robert A. Morales Mr. Ron Wade Mrs. Donna Lowry Mrs. Julie Baldwin
Position Superintendent Deputy Superintendent of Academics Deputy Superintendent of Operations Chief Information Officer Chief Financial Officer Chief Talent Officer Chief Communications Officer Board Services Manager
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xiii
Financial Section
Milton HS Emma Rohwer ~ 12th Grade
INDEPENDENT AUDITOR'S REPORT
To the Superintendent and Members of the Fulton County Board of Education
Atlanta, Georgia
Report on the Financial Statements
We have audited the accompanying financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of the Fulton County Board of Education (the "School System") as of and for the fiscal year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the School System's basic financial statements as listed in the table of contents.
Management's Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.
Auditor's Responsibility
Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.
200 GALLERIA PARKWAY S.E., SUITE 1700 ATLANTA, GA 30339-5946 770-955-8600 800-277-0080 FAX 770-980-4489 www.mjcpa.com Members of The American Institute of Certified Public Accountants
Opinions
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 Fulton County Board of Education as of June 30, 2017, and the respective changes in financial position and the budgetary comparison for the General Fund, for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis, the Schedule of Proportionate Share of the Net Pension Liability Teachers Retirement System of Georgia, the Schedule of Contributions Teachers Retirement System of Georgia, the Schedule of Changes in the School System's Net Pension Liability and Related Ratios, the Schedule of Investment Returns Fulton County School Employees' Pension Fund, and the Schedule of Contributions Fulton County School System's Retirement Plan (on pages 4 through 14 and 57 through 60, respectively) be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
Other Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Fulton County Board of Education's basic financial statements. The combining and individual fund statements and schedules and schedule of expenditures of federal awards, as required by Title 2, U.S. Code of Federal Regulations, (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, as well as the introductory, statistical, and special reports sections are presented for purposes of additional analysis and are not a required part of the basic financial statements.
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Other Matters (continued) Other Information (continued) The combining and individual fund statements and schedules and the schedule of expenditures of federal awards are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund statements and schedules and the schedule of expenditures of federal awards are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory, statistical, and special reports sections have not been subjected to the auditing procedures applied in the audit of the basical financial statements and, accordingly, we do not express an opinion or provide any assurance on them.
Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 27, 2017 on our consideration of the Fulton 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 of that report is solely 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 effectiveness of the School System's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Fulton County Board of Education's internal control over financial reporting and compliance.
Atlanta, Georgia December 27, 2017
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MANAGEMENT'S DISCUSSION
AND ANALYSIS
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
MANAGEMENT'S DISCUSSION AND ANALYSIS
Within this section of Fulton County Board of Education, Georgia's (the "School System") comprehensive annual financial report, the School System's management is pleased to provide this narrative discussion and analysis of the financial activities of the School System for the fiscal year ended June 30, 2017. The School System's financial performance is discussed and analyzed within the context of the accompanying financial statements and disclosures following this section.
Financial Highlights
The School System's assets and deferred outflows of resources exceeded its liabilities and deferred inflows of resources by $1,404,079,332 (net position) at June 30, 2017.
Total net position are comprised of the following:
(1) Net investment in capital assets of $1,883,711,532 include property and equipment, net of accumulated depreciation, and reduced for outstanding debt related to the purchase or construction of capital assets.
(2) Net position restricted of $121,749,505 by constraints imposed from outside the School System such as debt covenants, grantors, laws, or regulations.
(3) Unrestricted net position deficit of ($601,381,704) represent the portion not available to maintain the School System's continuing obligations to citizens and creditors.
The School System's governmental funds reported total ending fund balance of $353,188,782 at the end of the fiscal year. This amount compared to the prior fiscal year ending fund balance of $338,538,513, reflects an increase of $14,650,269 during the current fiscal year.
At the end of the current fiscal year, unassigned fund balance for the general fund was $54,541,953 or 5.66% of total general fund expenditures. The fiscal year 2017 unassigned fund balance shows a $3,462,712 decrease from the prior fiscal year amount.
The above financial highlights are explained in more detail in the "financial analysis" section of this document.
Overview of the Financial Statements
This Management Discussion and Analysis document introduces the School System's basic financial statements. The basic financial statements include: (1) government-wide financial statements, (2) fund financial statements, and (3) notes to the basic financial statements. The School System also includes in this report additional information to supplement the basic financial statements. Comparative data is presented when available.
Government-wide Financial Statements
The School System's annual report includes two government-wide financial statements. These statements provide both longterm and short-term information about the School System's overall financial status. Financial reporting at this level uses a perspective similar to that found in the private sector with its basis in accrual accounting and elimination or reclassification of activities between funds.
The first of these government-wide statements is the Statement of Net Position. This is the government-wide statement of position presenting information that includes all the School System's assets, deferred outflows and inflows of resources, and liabilities, with the difference reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of the financial position of the School System. Evaluation of the overall health of the School System would extend to other nonfinancial factors such as diversification of the taxpayer base, in addition to the financial information provided in this report.
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MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
The second government-wide statement is the Statement of Activities, which reports how the School System's net position changed during the current fiscal year. All current fiscal year revenues and expenses are included regardless of when cash is received or paid. An important purpose of the design of the statement of activities is to show the financial reliance of the School System's distinct activities or functions on revenues provided by the School System's taxpayers.
Both government-wide financial statements distinguish governmental activities of the School System that are principally supported by taxes and grants from business-type activities that are intended to recover all or a significant portion of their costs through user fees and charges. Governmental activities include regular instruction, specialized instruction, and numerous supporting services such as school administration and the operation and maintenance of the schools.
The government-wide financial statements are presented on pages 15 and 16 of this report.
Fund Financial Statements
A fund is an accountability unit used to maintain control over resources segregated for specific activities or objectives. The School System uses funds to ensure and demonstrate compliance with finance-related laws and regulations. Within the basic financial statements, fund financial statements focus on the School System's most significant funds rather than the School System as a whole. Major funds are separately reported while all others are combined into a single, aggregated presentation. Individual fund data for nonmajor funds is provided in the form of combining statements in a later section of this report.
The School System has two kinds of funds:
Governmental funds are reported in the fund financial statements and encompass the same functions reported as governmental activities in the government-wide financial statements. However, the focus is very different with fund statements providing a distinctive view of the School System's governmental funds. These statements report short-term fiscal accountability focusing on the use of spendable resources and balances of spendable resources available at the end of the fiscal year. Fund financial statements are useful in evaluating annual financing requirements of governmental programs and the commitment of current spendable resources.
Since the government-wide focus includes the long-term view, comparisons between these two perspectives may provide insight into the long-term impact of short-term financing decisions. Both the governmental fund balance sheet and the governmental fund operating statement provide a reconciliation to assist in understanding the differences between these two perspectives.
The basic governmental fund financial statements, including the general fund's budgetary statement are presented on pages 1721 of this report.
Individual fund information for nonmajor governmental funds is found in combining and individual statements and schedules in a later section of this report.
The other fund type, fiduciary funds, is used to account for the School System's pension trust fund and its school activity accounts. These statements are presented on pages 22-23.
Notes to the Basic Financial Statements
The accompanying notes to the basic financial statements provide information essential to a full understanding of the government-wide and fund financial statements. The notes to the financial statements begin on page 24 of this report.
As discussed, the School System reports major funds in the basic financial statements.
Required Supplementary Information
This section includes some trend information for its pension trust fund. This information is presented on page 56.
5
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
Financial Analysis of the School System as a Whole
The School System's net position at fiscal year-end is $1,404,079,333. The following table provides a summary of the School System's net position (in thousands):
Assets: Current assets Noncurrent: Net pension asset Capital assets
Total assets
2017 Governmental
Activities
Percentage of Total
2016 Governmental
Activities
Percentage of Total
$
500,813
20% $
516,569
21%
1,953,342
0% 80%
1,944,307
0% 79%
2,454,155
100%
2,460,876
100%
Deferred outflows
270,108
135,389
Liabilities: Current liabilities Long-term liabilities
177,419 1,112,824
14% 86%
190,542 938,145
17% 83%
Total liabilities
1,290,243
100%
1,128,687
100%
Deferred inflows
29,941
70,045
Net position: Net investment in capital assets Restricted Unrestricted
1,883,711 121,750 (601,382)
134% 9%
-43%
1,854,946 120,207 (577,620)
133% 8%
-41%
Total net position
$
1,404,079
100% $
1,397,533
100%
The School System continues to maintain a high current ratio. The current ratio compares current assets to current liabilities and is an indication of the ability to pay current obligations. The current ratio for governmental activities is 2.8 to 1 at June 30, 2017 versus 2.7 to 1 at June 30, 2016.
The School System reported a positive balance in net position for its governmental activities. Net position increased by $6,546,536 for governmental activities.
6
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
The following chart reports the total net position balances from fiscal year 2008 2017.
$1,404,079,333 $1,397,532,797
$1,314,626,576 $1,176,268,418
$1,971,113,501 $1,909,728,073 $1,820,493,404 $1,610,563,173 $1,522,828,427 $1,443,734,191
Total Net Position
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Fiscal Year
(This page continued the subsequent page)
7
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
The following table provides a summary of the School System's changes in net position (in thousands):
Summary of Changes in Net Position
Revenues: Program: Charges for services
Operating grants Capital grants General:
Taxes
Other
2017
Governmental
Percentage
Activities
of Total
2016
Governmental
Percentage
Activities
of Total
$
19,016
450,338 2,845
747,364 11,871
1.5% $ 36.6% 0.2%
60.7% 1.0%
19,416 403,253 15,199
756,348 6,032
1.6% 33.6%
1.3%
63.0% 0.5%
Total revenues
Program Expenses: Instruction Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service operations Interest
Total expenses
1,231,434
$
733,085
41,768
52,480
17,775
1,506
5,276
58,551
18,003
157,485
58,981
32,958
587
43,958
2,475
1,224,888
100.0%
1,200,248
59.8% $ 3.4% 4.3% 1.5% 0.1% 0.4% 4.8% 1.5% 12.9% 4.8% 2.7% 0.0% 3.6% 0.2%
669,586 34,780 43,069 16,034
1,356 5,032 52,171 20,539 141,270 57,790 23,610 1,821 44,894 5,390
100.0%
1,117,342
100.0%
59.9% 3.1% 3.9% 1.4% 0.1% 0.5% 4.7% 1.8% 12.6% 5.2% 2.1% 0.2% 4.0% 0.5%
100.0%
Change in net position Beginning net position
6,546 1,397,533
82,906 1,314,627
Ending net position
$ 1,404,079
$ 1,397,533
8
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
GOVERNMENTAL REVENUES
The School System's primary revenue sources are property taxes and State aid, primarily the Quality Basic Education aid (QBE). The School System also is reliant on property taxes to support educational operations and capital outlay. Property taxes provided 47.16% of the School System's total governmental revenues as compared to 49.12% in fiscal year 2016.
State and federal aid recognized for operating purposes (excluding capital outlay) total 36.57% of total revenue as compared to 34.8% in fiscal year 2016.
In the State of Georgia, the general State aid, known as Quality Basic Education aid (QBE) is classified as program revenue. The QBE aid is distributed based upon enrollments and a certain amount of this aid must be expended in certain expense functions, as well as an amount on salaries and an amount on operations. In fiscal year 2017, the School System recognized QBE of approximately $358 million or approximately 29.1% of total revenues as compared to approximately $343 million or 28.6% in fiscal year 2016. The reason for this change is explained in the governmental activities financial analysis section presented later in this document.
In addition, the School System earned $1,813,470 in unrestricted investment earnings to support educational activities. Also, note that program revenues cover approximately 38.6% of governmental operating expenses. This means that the School System's taxpayers, through property taxes and sales taxes, fund almost 61.4% of the governmental activities revenues.
The School System recorded over $166.6 million in special purpose local option sales taxes (SPLOST) during the current fiscal year. In November 2011, a new referendum was approved authorizing a 1% special purpose local option sales tax, which commenced July 1, 2012 and expired June 30, 2017. These taxes are used for acquiring school sites, constructing, and equipping new school facilities, and renovating existing facilities.
GOVERNMENTAL FUNCTIONAL EXPENSES
The following table presents the cost of each of the School System's programs, including the net costs (i.e., total cost less revenues generated by the activities). The net costs illustrate the financial burden that was placed on the School System's taxpayers by each of these functions.
The instruction function makes up 59.85% of total expenses or almost $733 million. The School System spends an additional $112 million on direct instructional support, including pupil services, improvement of instructional services and educational media services. The administration costs of operating our 106 schools are approximately $83 million. The operation and maintenance of the School System's buildings costs approximately $157 million.
The school nutrition program gross expenses are over $43 million and this program netted a loss (net expense) of approximately $2.8 million after meal charges, State, and Federal aid. Finally, operating approximately 788 buses costs the School System over $58.9 million.
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9
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
The following table compares total cost and net cost for the last two fiscal years (in thousands): Governmental Activities
Total Cost of Services
Net Cost of Services
2017
2016
2017
2016
Instruction Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration
Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service operations Interest
$
733,085 $
669,586 $
418,343 $
386,349
41,768
34,780
31,590
27,983
52,480
43,069
29,044
20,982
17,775
16,034
6,034
4,355
1,506
1,356
1,506
1,356
5,276
5,032
(4,858)
(5,109)
58,551
52,171
37,468
30,840
18,003
20,539
17,723
20,446
157,485
141,270
125,585
110,931
58,981
57,790
53,373
52,246
32,958
23,610
32,458
23,440
587
1,821
(71)
(1,136)
43,958
44,894
2,803
3,753
2,475
5,390
1,690
3,038
Total
$ 1,224,888 $ 1,117,342 $
752,688 $
679,474
Although the instruction function makes up approximately 60.0% of total gross costs in fiscal year 2017, it is 55.6% of net costs. This reduction relates to the QBE aid reported as a program-operating grant and State aid capital grants for school construction.
Financial Analysis of the School System's Funds
Governmental Funds
As discussed, governmental funds are reported in the fund statements with a short-term, inflow and outflow of spendable resources focus. This information is useful in assessing resources available at the end of the fiscal year in comparison with upcoming financing requirements. Governmental funds reported ending fund balances of $353,188,782. Of this fiscal yearend total, $114,417,871 is legally restricted, $90,520,645 is for capital outlay, $4,402,869 is for debt service, and $15,614,902 is for the school nutrition program. $178,939,216 is committed, primarily for safeguards set aside to protect the School System against economic recessions.
Finally, $4,004,791 is assigned and $52,679,027 is unassigned and available for future educational purposes.
Major Governmental Funds
General Fund - The general fund is the School System's primary operating fund and the largest source of day-to-day service delivery. The general fund's fund balance decreased by $5,781,057 or 2.4%, from fiscal year 2016 amount. The property taxes increased approximately $12.7 million or 2.3% over the fiscal year 2016 amount due to an increase in the tax digest property valuations.
In fiscal year 2017, the QBE State aid of approximately $358 million exceeded the fiscal year 2016 amount by approximately $15 million or 4.4%. This increase relates to recalculation of fair share and reduced austerity cuts.
10
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
Federal revenues were down slightly by approximately $970,000 from fiscal year 2016. Other revenues increased by approximately $5.5 million. Overall, revenues increased $40.2. million or 4.3% over our fiscal year 2016 revenues due to growth in the property tax digest and the QBE revenue.
On the expenditure side, total general fund expenditures, increased approximately $51.8 million or 5.8% in line with salary increases given to employees for FY 2017 and rising benefit costs.
Direct instruction expenditures increased approximately $28 million or just 4.6%. The improvement of instructional services function costs was approximately $5.7 million or 19.46% more than the prior fiscal year due to increasing benefit cost related to TRS and Health Insurance and a salary step increase paid to all employees and additional supplements paid to employees.
Business administration costs decreased by $2.8 million or 14.18%. The reduction was driven by decreases to workers compensation claims, a reduction in professional services and computer software purchases. Central support services increased by $8.7 million dollars or 37.58% due to the centralization of technology specialists who formerly reported and were charged at the local school level.
Most other expenditure functions were consistent with the fiscal year 2016 amounts and increased in line with the salary and step increases given to all employees.
The general fund's ending unassigned fund balance is considered adequate, representing the equivalent of 5.66% of annual expenditures. The unassigned fund balance was 6.4% of annual expenditures at June 30, 2016.
2012 SPLOST Capital Projects Fund On November 11, 2011, the voters approved a special purpose local option sales tax for a period of five years. The District is authorized to use $912.4 million for building construction and renovation and $57 million for debt service. During fiscal year 2017, this fund expended $146.5 million on construction and $19.08 million on debt service. In this fiscal year, this fund recognized approximately $166.59 million in sales tax revenue. At June 30, 2017, this fund reported a fund balance of approximately $87.7 million, which will be used for future construction and debt service.
General Fund Budgetary Highlights
The revenue budget was amended upward $11.7 million or a 1.2% increase.
The State revenue budget was amended upward by a total of approximately $1.9 million or just .005%. The final actual was more than the Final Budget by $4.8 million due to recalculation of fair share and reduced austerity cuts.
The property taxes revenue was less than the final budget by $15.9 million as this budget line began to see a drop of in motor vehicle tax due to softening in the auto sales industry.
The expenditure side of the original budget for the general fund was revised upward approximately $31.7 million or 3.3% increase.
The total expenditures for direct instruction performed in line with the final budget. Improvement of Instructional Services, Transportation, and Business Services all returned minor positive budget variances in line with budget. Pupil Services returned a positive budget variance of 9.16% due to cost savings in contracting services. In addition, a large software purchase budgeted in 2017 was not made. The General Administration function was over budget by 46.93% related to over a million dollars paid out in legal settlement costs which are difficult to predict and budget. The Maintenance and Operation function returned a positive budget variance in the amount of 12.06% because of reduced energy costs, custodial contracts coming in under budget and HVAC projects not completed as forecast. Finally, the Central Support Function was 8.46% under budget due to contracted services savings.
Overall, the School System spent 98% of the final expenditure budget as compared to 96.5% in fiscal year 2016.
11
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
Assets and Debt Administration
Capital Assets
The School System's net investment in capital assets for governmental activities as of June 30, 2017, was $1,953,342,231. The total increase was $9,035,564 in the net investment or .46%. See Note 3-D for additional information about changes in capital assets during the current fiscal year and outstanding balances at the end of the fiscal year.
The following table provides a summary of capital asset activity.
Nondepreciable assets:
Land
$
Construction in progress
Total nondepreciable
Depreciable assets: Buildings and improvements Machinery and equipment
Total depreciable assets
Less accumulated depreciation
Book value - depreciable assets
Percentage depreciated
Book value - all assets
$
Capital Assets Governnmental Activities
Amounts
Percentage of Total
2017
2016
2017
2016
265,943,554 $
260,703,517
80%
66%
65,348,799
134,307,274
20%
34%
331,292,353
395,010,791
100%
100%
2,332,225,706 99,810,416
2,432,036,122
809,986,244 1,622,049,878
33% 1,953,342,231 $
2,186,934,019 111,441,148
2,298,375,167
749,079,291 1,549,295,876
33% 1,944,306,667
96% 4%
100%
95% 5%
100%
12
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
At June 30, 2017, the depreciable capital assets for governmental activities were 33% depreciated. This percentage compares as equal to the June 30, 2016 percentage. This comparison indicates that the School System is replacing its assets at almost the same rate as they are depreciating which is a positive indicator.
The major projects added to the construction in progress account in millions are as follows:
Bethune ES Mcnair MS Evoline C West Tri Cities HS Special Education Facility Work Medlock Bridge ES Randolph ES Centennial HS Operations Gullat ES Riverwood HS
$1.1 $1.1 $1.2 $1.7 $2.30 $2.4 $2.6 $3.4 $5.4 $17.9 $22.9
Long-term Debt
At June 30, 2017, there is one general obligation bond issue outstanding, totaling $42,520,000. The School System retired $13,350,000 or 26% of the outstanding bonds in fiscal year 2017.
The following table presents the outstanding long-term debt balances at June 30, 2017 and 2016: Outstanding Borrowings
Governmental Acti vi ti es
% Change
2017
2016
1991 general obligation bonds $
-
$
4,045,000
-100.0%
1998 general obligation bonds
42,520,000
51,825,000
-18.0%
Intergovernmental agreement
23,756,665
26,132,332
-7.1%
Workers' compensation
6,541,867
6,302,000
3.8%
Other claims and judgments
262,834
967,943
-72.8%
Net pension liabilities
1,054,206,269
865,029,113
21.9%
Compensated absences
32,136,697
32,038,784
0.3%
Total
$ 1,159,424,332 $ 986,340,172
17.5%
13
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited) As of and for The Fiscal Year Ended June 30, 2017
Fulton County Board of Education, Georgia
The School System owes to its employees approximately $32 million for compensated absences. This liability increased .31% in fiscal year 2017.
See note 3-H for additional details regarding the School System's long-term debt.
Economic Conditions Affecting the School System
Fiscal Year 2017 Budget The fiscal year 2017 budget was presented to the public on May 19, 2016 and adopted by the Board of Education at the June 7, 2016 meeting. This budget was developed using an open, transparent, and all-inclusive process, which solicited input at different stages of the budget development process from budget stakeholders. The 2017 budget increased expenditure levels from the final 2016 budget by $2.68 million or 0.28% to a total of $951.2 million. The most significant items include:
TRS Benefit continued to be 14.27% for a $5 million impact; Classified Health Insurance increased by $2 million; Funding for Flex Position at Elementary School $5.1 million; Special Ed Teacher Supplement $3.9 million; Expansion of Virtual School $1.9 million; Additional Contract Day Counselors, Psychologist, and Social Workers; STEP and salary increases for all employees amounted to $35.8 million; New teacher signing bonus impact was $1.2 million; Expansion of the Virtual Campus program added $ 1.9 million; and Opening of two charter schools caused a reduction of $4.5 million.
On the revenue side, the millage rate remained constant with a forecasted increase in the property tax digest. QBE revenues are expected to increase by 3.86% to accommodate enrollment growth and the increase of the training and experience rate. Overall, the revenue budget increased $51.3 million or 5.627% from the Fiscal Year 2016 final budget.
Fiscal Year 2018 Budget The fiscal year 2018 budget was presented to the public on May 18, 2017 and adopted by the Board of Education at the June 22, 2017 meeting. This budget was developed using an open, transparent, and all-inclusive process, which solicited input at different stages of the budget development process from budget stakeholders. The 2018 budget increased expenditure levels from the final 2017 budget by $26.4 million or 2.68% to a total of $1,013.4 million. The most significant items include:
TRS Benefit increases from 14.27 to 16.81% for a $17 million impact; Health Insurance increased by $4.6 million; Teacher Salary Increases between 2%-4.8% for a total of $16 million impact; and Non-Teacher Salary Increase s of 1%-3.8% for a $6.4 million impact.
On the revenue side, the millage rate remained constant with a forecasted increase in the property tax digest of 6.0%. QBE revenues are expected to increase by 3.27% to accommodate enrollment growth and the increase of the training and experience rate. Overall, the revenue budget increased $45.8 million or 4.7% from the Fiscal Year 2017 final budget.
Contacting the School System's Financial Management
This financial report is designed to provide a general overview of the School System's finances, comply with finance-related laws and regulations, and demonstrate the School System's commitment to public accountability. If you have questions about this report or would like to request additional information, contact the School System's Chief Financial Officer at the Administrative Center, 6201 Powers Ferry Road, NW, Atlanta, GA 30339.
14
BASIC FINANCIAL STATEMENTS
Fulton County Board of Education, Georgia Statement of Net Position June 30, 2017
Assets Current Assets
Cash and cash equivalents Receivables (net):
Accounts Property taxes Sales taxes Intergovernmental Prepaid items Inventory
Total Current Assets
Noncurrent Assets Capital assets
Nondepreciable Depreciable, net
Total Noncurrent Assets
Deferred Outflows of Resources
Total Assets and Deferred Outflows of Resources
Liabilities Current Liabilities
Accounts payable Accrued salaries and benefits payable Other payables Retainage payable Due to Pension Trust Fund Workers' compensation insurance claims payable Other claims and judgments payable Compensated absences payable Intergovernmental agreement payable General obligation bonds payable
Total Current Liabilities
Long-Term Liabilities: (net of current portion) Workers' compensation insurance claims payable Compensated absences payable Intergovernmental agreement payable Net pension liability General obligation bonds payable
Total Long-Term Liabilities
Deferred Inflows of Resources
Total Liabilities and Deferred Inflows of Resources
Net Position Net investment in capital assets Restricted for:
Capital projects Debt service School nutrition program Permanent fund - nonspendable Program purposes Unrestricted (deficit)
Total Net Position
See accompanying notes to the basic financial statements
Governmental Activities
$
400,253,483
1,320,713 16,795,807 13,682,932 65,641,849
2,440,279 678,737
500,813,800
331,292,353 1,622,049,878
1,953,342,231
270,107,852
2,724,263,883
42,253,373 83,258,409
852,002 3,354,034 1,101,062 5,233,494
262,834 28,923,027
2,375,667 9,805,000
177,418,902
1,308,373 3,213,670 21,380,998 1,054,206,269 32,715,000
1,112,824,310
29,941,338
1,320,184,550
1,883,711,532
97,170,281 4,402,869
16,293,639 3,261
3,879,455 (601,381,704)
$
1,404,079,333
15
Fulton County Board of Education, Georgia Statement of Activities
For the Fiscal Year Ended June 30, 2017
Function Primary Government Governmental Activities Instruction Support services
Pupil services
Improvement of instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service operations Interest and fiscal charges
Expenses
Charges for Services and Sales
Program Revenues Operating Grants,
Contributions and Rest. Interest
Capital Grants Contributions and Rest. Interest
Net (Expense) Revenue and Changes
in Net Position
Governmental Activities
$ 733,085,113 $
41,768,534 52,480,029 17,775,152 1,505,819 5,276,036 58,551,100 18,003,104 157,484,647 58,980,878 32,957,976
587,498 43,957,838
2,474,650
6,931,216 $
1,492,939 10,591,753 -
305,449,054 $
10,178,060 23,435,314 11,741,146
10,134,305 21,083,593
280,311 29,922,374 5,607,887
499,795 658,708 30,563,010 784,617
2,361,234 $
484,647 -
(418,343,609)
(31,590,474) (29,044,715)
(6,034,006) (1,505,819) 4,858,269 (37,467,507) (17,722,793) (125,584,687) (53,372,991) (32,458,181)
71,210 (2,803,075) (1,690,033)
Total Governmental Activities
$ 1,224,888,374 $
19,015,908 $ 450,338,174 $
2,845,881
(752,688,411)
General Revenues Property taxes levied for:
General purposes Debt service Sales taxes Unrestricted - investment earnings Miscellaneous
580,767,550 4,966
166,591,361 1,813,470
10,057,600
Total General Revenues
759,234,947
Change in Net Position
6,546,536
Net Position Beginning of Fiscal Year
1,397,532,797
Net Position End of Fiscal Year
$
1,404,079,333
See accompanying notes to the basic financial statements
16
Fulton County Board of Education, Georgia Balance Sheet
Governmental Funds June 30, 2017
Assets Cash and cash equivalents Receivables (net):
Accounts Property taxes Sales taxes Intergovernmental Interfund Prepaid items Inventory
General
2012 SPLOST Capital Projects
$ 284,559,512 $ 87,130,232
1,202,932 16,795,807
50,754,823 2,448,652
434,339 -
13,682,932 8,324,059 842,768 -
Nonmajor Governmental
Funds
$ 28,563,739
117,781 -
6,562,967 1,163,172 1,163,172
678,737
Total Governmental
Funds
$ 400,253,483
1,320,713 16,795,807 13,682,932 65,641,849
3,611,824 2,440,279
678,737
Total Assets
$ 356,196,065 $ 109,979,991 $ 38,249,568 $ 504,425,624
Liabilities, Deferred Inflow of Resources, and Fund Balances
Liabilities Accounts payable Accrued salaries and benefits payable Other payables Retainage payable Due to Pension Trust Fund Interfund payable
$ 27,792,207 79,200,395 1,101,062 -
$ 12,305,425 815 -
3,354,034 -
$ 2,155,741 4,057,199 852,002 3,611,824
$ 42,253,373 83,258,409 852,002 3,354,034 1,101,062 3,611,824
Total Liabilities
108,093,664
15,660,274
10,676,766
134,430,704
Deferred Inflow of Resources
10,156,502
6,649,636
-
16,806,138
Total Liabilities and Deferred Inflow of Resources
118,250,166
22,309,910
10,676,766
151,236,842
Fund Balances Nonspendable Restricted Committed Assigned Unassigned (deficit)
434,339 -
178,939,216 4,030,391 54,541,953
842,768 86,827,313
-
1,845,170 27,590,558
(1,862,926)
3,122,277 114,417,871 178,939,216
4,030,391 52,679,027
Total Fund Balances
237,945,899
87,670,081
27,572,802
353,188,782
Total Liabilities, Deferred Inflow of Resources, and Fund Balances
$ 356,196,065 $ 109,979,991 $ 38,249,568 $ 504,425,624
See accompanying notes to the basic financial statements
17
Fulton County Board of Education, Georgia Reconciliation of the Governmental Funds Balance Sheet
to the Government-wide Statement of Net Position June 30, 2017
Total Governmental Fund Balances
$ 353,188,782
Amounts Reported for Governmental Activities in the Government-wide Statement of Net Position is Different Because:
Capital assets used in governmental activities are not current financial resources and therefore
are not reported in the funds, but are reported on the government-wide statement of net
position.
Cost
$
Less accumulated depreciation
2,763,328,475 (809,986,244)
1,953,342,231
Various receivables not collected within 60 days of fiscal year-end are not considered available and are deferred on the governmental funds' balance sheet but are recognized as revenue on the government-wide statement of net position.
Property taxes
$
Intergovernmental
10,156,502 6,649,636
16,806,138
Deferred outflows for pensions reported on the government-wide statement of position but not reported on the govermental fund balance sheet.
Deferred outflows of resources - cost sharing plan
$
Deferred outflows of resources - single employer local plan
255,778,692 14,329,160
270,107,852
Deferred inflows for pensions reported on the government-wide statement of position but not reported on the govermental fund balance sheet.
Deferred inflows of resources - cost sharing plan
$
Deferred inflows of resources - single employer local plan
(25,828,637) (4,112,701)
(29,941,338)
Interfund receivables and payables between governmental funds are reported on the
governmental funds' balance sheet but are eliminated on the government-wide statement of net
position.
Interfund receivables
$
Interfund payables
Long-term liabilities that are not due and payable in the current period and therefore are not
reported in the governmental funds' balance sheet but are reported on the government-wide statement of net position.
Bonds payable
$
Intergovernmental agreement payable
Workers' compensation insurance claims payable Other claims and judgments payable
Net pension liability cost sharing plan
Net pension liability-single employer plan
Compensated absences payable
Net Position of Governmental Activities
(3,611,824)
3,611,824
-
(42,520,000) (23,756,665) (6,541,867)
(262,834) (966,288,805)
(87,917,464) (32,136,697)
(1,159,424,332)
$ 1,404,079,333
See accompanying notes to the basic financial statements
18
Fulton County Board of Education, Georgia Statement of Revenues, Expenditures and Changes in Fund Balances
Governmental Funds For the Fiscal Year Ended June 30, 2017
Revenues Property taxes Sales taxes Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Other
General
2012 SPLOST Capital Projects
Nonmajor Governmental
Funds
$ 574,297,067 -
364,553,719 3,512,651 1,813,470 5,416,929 8,973,372
$
-
166,591,361
23,358,186
784,617
446,909
-
204,267
$
4,966
-
7,230,074
80,786,703
124,723
13,598,979
879,961
Total Governmental
Funds
$ 574,302,033 166,591,361 395,141,979 85,083,971 2,385,102 19,015,908 10,057,600
Total Revenues
958,567,208
191,385,340
102,625,406
1,252,577,954
Expenditures Current:
Instruction Support services Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central support services Other support services Food service operations Capital Outlay
Debt Service:
Principal retirement Interest and fiscal charges
632,642,666
36,034,848 35,021,748 14,895,830
3,789,150 55,602,282 17,296,356 85,150,468 51,022,636 31,922,296
47,257 -
-
-
146,543,595
2,375,667 1,685,536
37,366,885
4,957,651 15,633,751
25,269 1,478,301 1,470,333
500 602,311 174,684 489,633 39,513,986 6,848,964
13,350,000 3,088,104
670,009,551
40,992,499 50,655,499 14,921,099
1,478,301 5,259,483 55,602,282 17,296,856 85,150,468 51,624,947 32,096,980
536,890 39,513,986 153,392,559
15,725,667 4,773,640
Total Expenditures
963,425,537
150,604,798
125,000,372
1,239,030,707
Excess (Deficiency) of Revenues Over (Under) Expenditures
(4,858,329)
40,780,542
(22,374,966)
13,547,247
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
724,488 378,534
(2,025,750)
1,194,383 (15,021,112)
17,015,651 (1,163,172)
724,488 378,534 18,210,034 (18,210,034)
Total Other Financing Sources (Uses)
(922,728)
(13,826,729)
15,852,479
1,103,022
Net Change in Fund Balances
(5,781,057)
26,953,813
(6,522,487)
14,650,269
Fund Balances Beginning of Fiscal Year
243,726,956
60,716,268
34,095,289
338,538,513
Fund Balances End of Fiscal Year
$ 237,945,899 $ 87,670,081 $ 27,572,802 $ 353,188,782
See accompanying notes to the basic financial statements
19
Fulton County Board of Education, Georgia Reconciliation of the Governmental Funds Statement of Revenues, Expenditures and
Changes in Fund Balances to the Government-wide Statement of Activities
For the Fiscal Year Ended June 30, 2017
Net Changes In Fund Balances - Total Governmental Funds
$
Amounts Reported for Governmental Activities in the Statement of Activities are Different Because
Governmental funds report capital outlays as expenditures on the governmental fund type operating statement, however, in the government-wide statement of activities, the cost of those assets is allocated over their estimated useful lives as depreciation expense. This is the amount by which capital outlays exceeded depreciation expense in the current period.
Depreciation expense Capital outlay
$ (71,499,886) 90,119,506
The book value of capital assets sold are reported on the government-wide statement of activities but not reported in the governmental funds' operating statement.
Certain property taxes that are reported in the government-wide statement of activities do not provide current financial resources, therefore are not reported as revenues in the governmental funds' operating statement.
Deferred @ 6/30/17 Deferred @ 6/30/16
$ 10,156,502 (10,335,655)
Certain state capital outlay grants are reported in the government-wide statement of activities do not provide current financial resources, therefore, are not reported as revenues in the governmental funds' operating statement.
Deferred @ 6/30/17 Deferred @ 6/30/16
$ 6,649,636 (27,646,588)
14,650,269
18,619,620 (9,584,056)
(179,153) (20,996,952)
Transfers between governmental funds are reported in the governmental funds' operating statement but are eliminated on the government-wide statement of activities:
Transfers in Transfers out
$ (18,210,034) 18,210,034
The difference between pension contributions reported on the government-wide statement of activities and the governmental fund operating statement.
(24,699,438)
The excess of pension contributions over pension expense on the single employer plan is reported on the government-wide statement of activities but not on the governmental funds operating statement.
Accrued interest is reported in the government-wide statement of activities, but does not require
the use of current financial resources and therefore is not reported as an expenditure in
governmental funds.
Liability @ 6/30/17
$
-
Liability @ 6/30/16
2,298,990
Repayment of long-term debt principal is reported as an expenditure in governmental funds, but the repayment reduces long-term liabilities in the government-wide statement of net position.
Compensated absences are reported in the government-wide statement of activities, but do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds.
Liability @ 6/30/17 Liability @ 6/30/16
$ (32,136,697) 32,038,784
Workers compensation claims are reported in the government-wide statement of activities, but do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds.
Liability @ 6/30/17 Liability @ 6/30/16
$ (6,541,867) 6,302,000
Claims and judgments are reported in the government-wide statement of activities, but do not
require the use of current financial resources and therefore are not reported as expenditures in
governmental funds.
Liability @ 6/30/17
$
Liability @ 6/30/16
(262,834) 967,943
Change In Net Position of Governmental Activities
$
10,344,260 2,298,990
15,725,667 (97,913)
(239,867) 705,109 6,546,536
See accompanying notes to the basic financial statements
20
Fulton County Board of Education, Georgia General Fund
Statement of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual (GAAP Budgetary Basis)
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
Property taxes Investment earnings Other
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$ 357,842,706 $ 359,710,551 $ 364,553,719 $
4,357,324
4,357,324
3,512,651
4,843,168 (844,673)
580,403,766 309,344
8,938,883
590,277,766 309,344
8,938,883
574,297,067 1,813,469 14,390,302
(15,980,699) 1,504,125 5,451,419
Total Revenues
951,852,023
963,593,868
958,567,208
(5,026,660)
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
Food services Capital outlay
642,134,880
36,055,377 24,564,734 13,944,840 2,341,589 51,371,890 13,632,238 84,995,374 51,595,812 30,537,287
40,035 -
-
634,038,872
39,668,079 36,591,521 14,664,703 2,578,849 54,083,928 17,839,921 96,825,791 51,671,477 34,871,141
40,035 -
55,106
632,642,666
36,034,848 35,021,748 14,895,830 3,789,150 55,602,282 17,296,356 85,150,468 51,022,636 31,922,296
39,553 7,704
-
1,396,206
3,633,231 1,569,773 (231,127) (1,210,301) (1,518,354)
543,565 11,675,323
648,841 2,948,845
482 (7,704)
55,106
Total Expenditures
951,214,056
982,929,423
963,425,537
19,503,886
Excess (Deficiency) of Revenues Over (Under) Expenditures
637,967
(19,335,555)
(4,858,329)
14,477,226
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
132,633 150,000 (62,000) (858,600)
132,633 150,000 (62,000) (4,052,983)
724,488 378,534
(2,025,750)
591,855 228,534 62,000 2,027,233
Total Other Financing Sources (Uses)
(637,967)
(3,832,350)
(922,728)
2,909,622
Net Change in Fund Balances
$
-
$ (23,167,905) $ (5,781,057) $ 17,386,848
See accompanying notes to the basic financial statements
21
Fulton County Board of Education, Georgia Statement of Fiduciary Net Position Fiduciary Funds June 30, 2017
Assets Cash and cash equivalents Investments, at fair value: Mutual funds invested in domestic equities Mutual funds invested in foreign equities Mutual funds invested in fixed income securities Limited partnerships equities Receivables: Due from plan sponsor Other Prepaid items
Total Assets
Liabilities Accounts payable Due to student organizations Unearned revenue
Total Liabilities
Net Position Restricted for Pensions
See accompanying notes to the basic financial statements
Pension Trust
Agency Club and Athletics
$
683,471 $
5,374,304
160,099,517
-
126,948,320
-
102,503,464
-
2,976,793
-
1,101,062 123,041 -
35,128 218,740
394,435,668
5,628,172
419,266 -
419,266 $
$ 394,016,402
44,459 5,583,713
-
5,628,172
22
Fulton County Board of Education, Georgia Comparative Statement of Changes in Fiduciary Net Position
Pension Trust Fund For the Fiscal Year Ended June 30, 2017
Additions Contributions: Employer Plan members
Total contributions
Investment earnings : Interest and dividends Net increase in the fair value of investments Less investment expense
Net investment earnings
Total Additions
Deductions Administrative expenses Benefits Refunds
Total Deductions
Increase in Net Position
Net Position Restricted for Pensions
Beginning of Fiscal Year
End of Fiscal Year
See accompanying notes to the basic financial statements.
2017
$ 24,333,000 2,714,675
27,047,675
4,460,267 41,270,631
912,299 44,818,599 71,866,274
787,441 31,202,549
1,255,270 33,245,260 38,621,014
355,395,388 $ 394,016,402
23
NOTES TO BASIC FINANCIAL STATEMENTS
24
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Index
Summary of Significant Accounting Policies ...................................................................................1 Reporting Entity ...............................................................................................................................1-A Basis of Presentation ........................................................................................................................ 1-B Measurement Focus .......................................................................................................................... 1-C Basis of Accounting..........................................................................................................................1-D Assets, Liabilities, and Fund Equity ................................................................................................. 1-E Cash, Cash Equivalents and Investments.................................................................................. 1-E-1 Receivables ............................................................................................................................... 1-E-2 Interfund Balances.................................................................................................................... 1-E-3 Consumable Inventories ........................................................................................................... 1-E-4 Prepaid Items............................................................................................................................ 1-E-5 Capital Assets........................................................................................................................... 1-E-6 Compensated Absences............................................................................................................ 1-E-7 Accrued Liabilities and Long-term Obligations ....................................................................... 1-E-8 Fund Equity .............................................................................................................................. 1-E-9 Interfund Activity ................................................................................................................... 1-E-10 Estimates ................................................................................................................................ 1-E-11 Implementation of New GASB Standards .............................................................................1-E-12
Stewardship, Compliance and Accountability ................................................................................ 2 Budgetary Information .....................................................................................................................2-A Excess of Expenditures over Appropriations.................................................................................... 2-B
Detailed Notes on All Funds............................................................................................................3 Deposits and Investments .................................................................................................................3-A Receivables....................................................................................................................................... 3-B Property Taxes.................................................................................................................................. 3-C Capital Assets ...................................................................................................................................3-D Interfund Balances and Transfers ..................................................................................................... 3-E Deferred Inflows/Outflows of Resources ......................................................................................... 3-F Compensated Absences ....................................................................................................................3-G Long-Term Debt and Obligations.....................................................................................................3-H Pensions ............................................................................................................................................. 3-I Other Postemployment Benefits ....................................................................................................... 3-J Fund Equity ......................................................................................................................................3-K Operating Leases .............................................................................................................................. 3-L On-behalf Payments for Fringe Benefits ......................................................................................... 3-M
Other Notes ....................................................................................................................................4 Risk Management .............................................................................................................................4-A Contingent Liabilities ....................................................................................................................... 4-B Commitments ................................................................................................................................... 4-C Pollution Remediation Obligations ..................................................................................................4-D Tax Abatements ................................................................................................................................ 4-E
25
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
The Fulton County Board of Education, Georgia (the "School System") was established under the laws of the State of Georgia and is governed by an elected seven-member board (the "Board"). Board members are elected by the public. The School System provides public education throughout Fulton County, Georgia, excluding the City of Atlanta, Georgia.
Note 1 - Summary of Significant Accounting Policies
The financial statements of the School System have been prepared in conformity with accounting principles generally accepted in the United States (GAAP) as applied to governments. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for governmental accounting and financial reporting.
The most significant of the School System's accounting policies are described below.
1-A. Reporting Entity
The reporting entity is comprised of the primary government, component units and other organizations that are included to ensure that the financial statements are not misleading. The primary government of the School System consists of all funds, departments, boards, and agencies that are not legally separate from the School System. More specifically, the Board has the authority to make decisions, the power to approve selection of management personnel, the ability to significantly influence operations, and the primary accountability for fiscal matters.
Component units are legally separate organizations for which the School System is financially accountable. The School System is financially accountable for an organization if the School System appoints a voting majority of the organization's governing board and (1) the School System is able to significantly influence the programs or services performed or provided by the organizations; or (2) the School System is legally entitled to or can otherwise access the organization's resources; the School System is legally obligated or has otherwise assumed the responsibility to finance the deficits of, or provide financial support to, the organization; or the School System is obligated for the debt of the organization. Component units also may include organizations that are fiscally dependent on the School System in that the School System approves the budget, levies their taxes or issues their debt and also has a financial benefit or burden relationship with the School System.
The School System reports one fiduciary component unit as follows:
Fulton County School Employees' Pension Fund (the "Pension Trust Fund") The pension trust fund is governed by a committee of the Board of Education, known as the "Pension Board." Although the pension trust fund is legally separate from the School System, the pension trust fund is reported as a part of the primary government because its primary purpose is to provide retirement benefits to the employees of the School System and because the pension trust fund is fiscally dependent on the School System. Separate financial statements of the pension trust fund can be obtained at 6201 Powers Ferry Road NW, Atlanta, Georgia 30339.
The School System is not considered a component unit of any other governmental reporting entity.
1-B. Basis of Presentation
The School System's basic financial statements consist of government-wide statements, including a statement of net position and a statement of activities and fund financial statements, which provide a more detailed level of financial information.
Government-wide Financial Statements - The government-wide financial statements include the statement of net position and the statement of activities. These statements report financial information for the School System as a whole. Fiduciary funds are not presented in the government-wide financial statements.
The statement of net position presents the financial position of the governmental activities of the School System.
The statement of activities presents a comparison between direct expenses and program revenues for each function of the School System's governmental activities. Direct expenses are those that are specifically associated with a function and therefore clearly identifiable to that particular function. The School System does not allocate indirect expenses to functions in the statement of activities.
26
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
The statement of activities reports the expenses of a given function offset by program revenues directly connected with the functional program. A function is an assembly of similar activities and may include portions of a fund or summarize more than one fund to capture the expenses and program revenues associated with a distinct functional activity. Program revenues include: (1) charges for services which report tuition, fees and other charges to users of the School System's services; (2) operating grants and contributions which finance annual operating activities including restricted investment income; and (3) capital grants and contributions which fund the acquisition, construction, or rehabilitation of capital assets. These revenues are subject to externally imposed restrictions to these program uses. For identifying to which function program revenue pertains, the determining factor for charges for services is which function generates the revenue. For grants and contributions, the determining factor is to which function the revenues are restricted.
Other revenue sources not properly included with program revenues are reported as general revenues of the School System. The comparison of direct expenses with program revenues identifies the extent to which each governmental function is selffinancing or draws from the general revenues of the School System.
Fund Financial Statements - During the fiscal year, the School System segregates transactions related to certain School System functions or activities in separate funds in order to aid financial management and to demonstrate legal compliance. Fund financial statements are designed to present financial information of the School System at this more detailed level. Fund financial statements are provided for governmental and fiduciary funds.
Major individual governmental funds are reported in separate columns.
Fund Accounting - The School System uses funds to maintain its financial records during the fiscal year. A fund is a fiscal and accounting entity with a self-balancing set of accounts. The School System uses two categories of funds: governmental and fiduciary.
Governmental Funds - Government funds are those through which most governmental functions typically are financed. Governmental fund reporting focuses on the sources, uses, and balances of current financial resources. Expendable assets are assigned to the various governmental funds according to the purposes for which they may or must be used. Fund liabilities are assigned to the fund from which they will be liquidated. The School System reports the difference between governmental fund assets and liabilities and deferred inflows of resources as fund balance. The School System reports the following major governmental funds:
The General Fund The general fund accounts for all financial resources except those required to be accounted for in another fund. The general fund's fund balance is available to the School System for any purpose provided it is expended or transferred according to the general laws of the State of Georgia.
The 2012 SPLOST Capital Projects Fund This fund accounts for the special purpose local option sales tax as authorized in 2012 and is being used primarily for acquiring school sites, constructing and equipping new school facilities, and renovating existing facilities.
Fiduciary Funds - The School System reports the following fiduciary fund types:
Pension Trust Fund This fund accounts for pension benefits within a defined benefit pension plan, for School System employees not covered by the Teachers Retirement System of Georgia as well as some employees who were employed prior to July 1, 1988, who transferred to the Teachers Retirement System of Georgia, but retained certain benefit guarantees in the local plan.
27
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
Agency Funds These funds account for assets held by the School System as an agent for various school clubs or individuals.
1-C. Measurement Focus
Government-wide Financial Statements - The government-wide financial statements are prepared using the economic resources measurement focus. All assets and all liabilities associated with the operation of the School System are included on the statement of net position. The statement of activities reports revenues and expenses.
Fund Financial Statements - All governmental funds are accounted for using a flow of current financial resources measurement focus. With this measurement focus, only current assets and current liabilities, along with deferred inflow of resources, generally are included on the balance sheet. The statement of revenues, expenditures and changes in fund balances reports the sources (i.e., revenues and other financing sources) and uses (i.e., expenditures and other financing uses) of current financial resources. This approach differs from the manner in which the governmental activities of the governmentwide financial statements are prepared.
Governmental fund financial statements therefore include reconciliation with brief explanations to better identify the relationship between the government-wide statements and the governmental fund statements.
The pension trust fund type is accounted for on a flow of economic resources measurement focus on the fund financial reporting level. All assets and all liabilities associated with the operation of these funds are included on the statements of net position. The statements of changes in fund net position present increases (i.e., additions) and decreases (i.e., deductions) in net total assets. The agency funds are custodial in nature (assets equal liabilities) and do not involve the measurement of results of operations.
1-D. Basis of Accounting
Basis of accounting determines when transactions are recorded in the financial records and reported on the financial statements. Government-wide financial statements are prepared using the accrual basis of accounting. At the fund reporting level, the governmental funds use the modified accrual basis of accounting. Fiduciary funds are reported on the accrual basis at the fund reporting level. Differences in the accrual and the modified accrual basis of accounting arise in the recognition of revenue, the recording of unavailable revenue, and in the presentation of expenses versus expenditures.
Revenues - Exchange Transactions - Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. On the modified accrual basis, revenue is recorded when the exchange takes place and in the fiscal year in which the resources are measurable and become available. Available means that the resources will be collected within the current fiscal year or are expected to be collected soon enough thereafter to be used to pay liabilities of the current fiscal year. For the School System, the phrase "available for exchange transactions" means expected to be collected within 60 days of fiscal year-end.
Revenues - Non-exchange Transactions - Non-exchange transactions in which the School System receives value without directly giving equal value in return, include sales taxes, property taxes, grants and donations. On an accrual basis, revenue from sales taxes is recognized in the period in which the taxable sale takes place. Revenue from property taxes is recognized in the fiscal year for which the taxes are levied (Note 3-C). Revenue from grants and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied. Eligibility requirements include timing requirements, which specify the fiscal year when the resources are required to be used or the fiscal year when use is first permitted, matching requirements, in which the School System must provide local resources to be used for a specified purpose, and expenditure requirements, in which the resources are provided to the School System on a reimbursement basis.
28
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
The State of Georgia reimburses the School System for teachers' salaries and operating costs through the Quality Basic Education (QBE) Formula Earnings program. State of Georgia law defines the formula driven grant that determines the cost of an academic school year and the State of Georgia's share in this cost. Generally teachers are contracted for the school year (July 1 June 30) and paid over a twelve month contract period, generally September 1 through August 31. In accordance with the requirements of the enabling legislation of the QBE program, the State of Georgia reimburses the School System over the same twelve month period in which teachers are paid, funding the academic school year expenditures. At June 30, the amount of teachers' salaries incurred but not paid until July and August of the subsequent fiscal year are accrued as the State of Georgia has only postponed the final payment of their share of the cost until the subsequent appropriations for cash management purposes. By June 30 of each fiscal year, the State of Georgia has a signed appropriation that includes this final amount, which represents the State of Georgia's intent to fund this final payment. Based on guidance in Government Accounting Standards Board (GASB) Statement No. 33, paragraph 74, the State of Georgia recognizes its QBE liability for the July and August salaries at June 30, and the School System recognizes the same QBE as a receivable and revenue, consistent with symmetrical recognition.
On a modified accrual basis, revenue from non-exchange transactions also must be available (i.e., collected within 60 days of fiscal year-end).
Under the modified accrual basis, the following revenue sources are considered to be susceptible to accrual: property taxes, sales taxes, state Quality Basic Education (QBE) revenue, and federal and state grants. All other revenue items are considered to be measurable and available only when the School System receives cash.
Unearned Revenue - Unearned revenue arises when assets are recognized before revenue recognition criteria have been satisfied.
Expenses/Expenditures - On the accrual basis of accounting, expenses are recognized at the time they are incurred. On the modified accrual basis, expenditures generally are recognized in the accounting period in which the related fund liability is incurred and due, if measurable.
1-E. Assets, Liabilities, and Fund Equity
1-E-1 Cash, Cash Equivalents, and Investments
Cash and cash equivalents include amounts in demand deposits as well as short-term investments with a maturity date within three months of the date acquired by the School System. Time deposits are classified as cash and cash equivalent without regard to maturity date. Official Code of Georgia Annotated (OCGA) Section 45-8-14 authorizes the School District to deposit its funds in one or more solvent banks, insured Federal savings and loan associations or insured chartered building and loan associations.
The local government investment pool, "Georgia Fund 1," created by OCGA 36-83-8, is a stable asset value investment pool, which follows Standard and Poor's criteria for AAAf rated money market funds and is regulated by the Georgia Office of the State Treasurer. The pool is not registered with the SEC as an investment company. The pool's primary objectives are safety of capital, investment income, liquidity and diversification while maintaining principle ($1 per share value). The asset value is calculated weekly to ensure stability. The pool distributes earnings (net of management fees) on a monthly basis and determines participants' shares sold and redeemed based on $1 per share. The pool also adjusts the value of its investments to fair market value as of year-end and the School System's investment in the Georgia Fund 1 is reported at fair value. The School System considers amounts held in Georgia Fund 1 as cash equivalents for financial statement presentation. Increases or decreases in fair value during the year are recognized as a component of interest income.
29
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
The School System operates a cash and investment pool which generally all funds utilize, the principal's account fund and the pension trust fund. The School System pools money from the funds to facilitate disbursement and investment and to maximize investment earnings. Therefore, all cash and investments are essentially demand deposits and are considered cash and cash equivalents.
1-E-2 Receivables
All trade and property tax receivables are reported net of an allowance for uncollectibles, where applicable (Note 3-B).
1-E-3 Interfund Balances
On the fund financial statements, receivables and payables resulting from short-term interfund loans are classified as "interfund receivables/interfund payables." These amounts are eliminated in the governmental activities column of the statement of net position (Note 3-E).
1-E-4 Consumable Inventories
On the government-wide financial statements and at the fund financial reporting level, inventories are presented at cost using the weighted average cost method and are expensed when used (i.e., the consumption method). Donated food commodities are presented at fair value.
1-E-5 Prepaid Items
Payments made to vendors for services that will benefit periods beyond June 30, 2017, are recorded as prepaid items using the consumption method by recording an asset for the prepaid amount and reflecting the expenditure/expense in the fiscal year in which services are consumed. At the fund reporting level, an equal amount of fund balance is reported as nonspendable, as this amount is not available for general appropriation.
1-E-6 Capital Assets
General capital assets are those assets that generally result from expenditures in governmental funds. The School System reports these assets in the governmental activities column of the government-wide statement of net position but does not report these assets in the government fund financial statements.
All capital assets are capitalized at cost (or estimated historical cost) and updated for additions and retirements during the fiscal year. Donated capital assets, donated works of art and similar items, and capital assets received in a service concession arrangement are recorded at acquisition value as of the date received. Improvements to capital assets are capitalized. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend an asset's life are expensed.
All reported capital assets are depreciated except for land and construction in progress. Improvements are depreciated over the remaining useful lives of the related capital assets (Note 3-D).
Depreciation is computed using the straight-line method over the following useful lives:
Asset Class
Governmental Activities
Estimated Lives
Capitalization Threshold
Buildings and improvements
15 - 50 Years
$5,000
Furniture, equipment and vehicles
5 - 15 Years
$5,000
30
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
At the inception of capital leases at the governmental fund reporting level, expenditures and an "other financing sources" of an equal amount are reported at the net present value of future minimum lease payments.
1-E-7 Compensated Absences
Vacation benefits are accrued as a liability as the benefits are earned if the employees' rights to receive compensation are attributable to services already rendered and it is probable that the employer will compensate the employees for the benefits through paid time off or some other means.
All compensated absence liabilities include salary-related payments, where applicable.
The total compensated absence liability is reported on the government-wide financial statements. Governmental funds report the compensated absence liability at the fund reporting level only "when due."
1-E-8 Accrued Liabilities and Long-term Obligations
All payables, accrued liabilities and long-term obligations are reported in the government-wide financial statements.
In general, governmental fund payables and accrued liabilities that, once incurred, are paid in a timely manner and in full from current financial resources are reported as obligations of these funds. However, compensated absences that will be paid from governmental funds are reported as a liability in the fund financial statements only to the extent that they are "due for payment" during the current fiscal year. General obligation bonds are recognized as a liability in the governmental fund financial statements when due.
1-E-9 Fund Equity (Note 3-K)
Fund equity at the governmental fund financial reporting level is classified as "fund balance." Fund equity at the government-wide financial reporting level is classified as "net position."
Fund Balance Generally, fund balance represents the difference between the current assets and current liabilities and deferred inflows of resources. In the fund financial statements, governmental funds report fund classifications that comprise a hierarchy based primarily on the extent to which the School System is bound to honor constraints on the specific purposes for which amounts in those funds can be spent. Fund balances are classified as follows:
Nonspendable Fund balances are reported as nonspendable when amounts cannot be spent because they are either (a) not in spendable form (i.e., items that are not expected to be converted to cash) or (b) legally or contractually required to be maintained intact.
Restricted Fund balances are reported as restricted when there are limitations imposed on their use either through the enabling legislation adopted by the School System or through external restrictions imposed by creditors, grantors or laws or regulations of other governments.
Committed Fund balances are reported as committed when they can be used only for specific purposes pursuant to constraints imposed by formal action of the School System Board of Education through the approval of a formal motion and passage of a resolution. Only, the School System Board of Education also may modify or rescind the commitment through approval of a resolution.
Assigned Fund balances are reported as assigned when amounts are constrained by the School System's intent to be used for specific purposes, but are neither restricted nor committed. Through resolution, the School System Board of Education has authorized the School System's superintendent or designee to assign fund balances.
31
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 1 - Summary of Significant Accounting Policies (Continued)
Unassigned - Fund balances are reported as unassigned as the residual amount when the balances do not meet any of the above criterion. The School System reports positive unassigned fund balance only in the general fund. Negative unassigned fund balances may be reported in all funds.
Flow Assumptions When both restricted and unrestricted amounts of fund balance are available for use for expenditures incurred, it is the School System's policy to use restricted amounts first and then unrestricted amounts as they are needed. For unrestricted amounts of fund balance, it is the School System's policy to use fund balance in the following order:
Committed Assigned Unassigned
Net position - Net position represents the difference between assets and deferred outflows of resources and liabilities and deferred inflows of resources in reporting which utilizes the economic resources measurement focus. Net investment in capital assets consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any longterm borrowing used for the acquisition, construction or improvement of those assets. This net position amount also is adjusted by any bond related amounts (such as premiums, discounts, or deferred gains or losses on refundings). Net position is reported as restricted when there are limitations imposed on their use either through the enabling legislation adopted by the School System or through external restrictions imposed by creditors, grantors or laws or regulations of other governments. All other net position is reported as unrestricted.
1-E-10 Interfund Activity
Exchange transactions between funds are reported as revenues in the seller funds and as expenditures in the purchaser funds. Flows of cash or goods from one fund to another without a requirement for repayment are reported as interfund transfers. Interfund transfers are reported as other financing sources/uses in governmental funds. Repayments from funds responsible for particular expenditures to the funds that initially paid for them are not presented on the financial statements (i.e., they are netted) (Note 3-E).
Transfers between funds reported in the governmental activities column are eliminated on the government-wide statement of activities.
1-E-11 Estimates
The preparation of the financial statements in conformity with accounting principles generally accepted in the United States requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results may differ from those estimates.
1-E-12 Implementation of New GASB Standards
In fiscal year 2017, the School System implemented the following GASB Standards:
GASB Statement No. 77, Tax Abatement Disclosures. The implementation of this Standard required the School System to disclose the gross dollar amount of taxes abated during the period as a result of agreements entered into by other governments that have impacted the School System.
GASB Statement No. 82, Pension Issues An amendment of GASB Statements No. 67, 68, and 73. The implementation of this Standard addresses issues regarding (1) the presentation of payroll-related measures in required supplementary information, (2) the selection of assumptions and treatment of deviations from the guidance in an Actuarial Standard of Practice for financial reporting purposes, and (3) the classification of payments made by employers to satisfy employee (plan member) contribution requirements.
32
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 2 Stewardship, Compliance and Accountability
2-A. Budgetary Information The School System adopts an annual budget for its general fund, all special revenue funds (excluding the principals' accounts), and the debt service fund. The budget is prepared in accordance with provisions of the Quality Basic Education Act, OCGA Section 20-2-167. The School System adopts a project budget for its capital projects funds. Budgets are adopted on a basis consistent with GAAP.
The legal level of budgetary control (the level at which expenditures may not legally exceed appropriations) for the adopted annual operating budget for the general fund, school nutrition program, special revenue funds and the debt service fund is the function level within fund. For budgeted special revenue funds (excluding the school nutrition program), the legal level of budgetary control is the function level within the aggregate of the total of all special revenue funds with budgets. The School System's management is authorized to transfer appropriations between functions within the same fund totaling less than $100,000. The School Board approves all transfers of appropriations between functions of $100,000 or more and all transfers of appropriations between funds, except as described below.
The budget is allocated to schools (i.e., cost centers) and cost center managers may transfer appropriations between functions as long as the transfer to one function can be offset by unused budget dollars in another function.
The original 2017 budget was amended during the fiscal year. All unexpended annual appropriations lapse at fiscal year-end.
2-B. Excess of Expenditures over Appropriations
The following functions were overspent in the final 2017 annual budget:
General fund: Educational media services General administration School administration Food services
$ 231,127 1,210,301 1,518,354
7,704
Note 3 Detailed Notes on All Funds
3-A. Deposits and Investments
Deposits (Governmental Funds)
The School System's cash and investment policy limits deposits to demand and money market accounts, and time deposits at local banks. The School System's deposits shall be secured by Federal Depositary Insurance Corporation (FDIC) coverage and/or bank pledges. State statutes require banks holding public funds to secure these funds by FDIC insurance, securities pledged at par value, and surety bonds at face value in combined aggregate totaling not less than 110 percent of the public funds held. State statutes define acceptable security for collateralization.
Custodial Credit Risk Deposits The custodial credit risk for deposits is the risk that, in the event of a bank failure, the School System's deposits may not be recovered or may not be able to recover collateralized securities that are in the possession of an outside party.
Funds included in the Georgia Fund 1, administered by the Office of the State Treasurer, are not required to be collateralized. The fair value of the School System's position in the pool approximates the value of the School System's pool shares. Credit risk, value, and interest risk at June 30, 2017 are as follows:
Credit Risk AAAf rated
Value $ 358,527,466
Interest Risk 26 day WAM
33
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
The Georgia Fund 1 is an investment pool which does not meet the criteria of GASB Statement No. 79 and is thus valued at fair value in accordance with GASB Statement No. 31. As a result, the School System does not disclose its investment in the Georgia Fund 1 within the fair value hierarchy established by GASB Statement No. 72.
Investments (Governmental Funds)
Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investments will adversely affect the fair value of an investment. The School System's surplus funds management policy does not formally limit investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates.
Credit Quality Risk Credit quality risk is that an issuer or other counterparty to an investment will not fulfill its obligations. The School System does not have a specific investment policy for investments of its governmental funds.
Custodial Credit Risk Custodial credit risk is the risk that, in the event of a bank failure, the School System's investments may not be recovered. Because of the collateralization requirements, the School System has no custodial credit risk for its investments.
Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of the School System's investment in a single issuer. The School System does not have a formally adopted investment policy for managing concentration of credit risk.
Deposits (Pension Trust Fund)
Custodial Credit Risk Deposits As of June 30, 2017, all of the Pension Trust Fund's deposits were covered either by FDIC coverage or collateralized by the financial institution or a combination of the two.
Investments (Pension Trust Fund)
Pension Trust Fund investments are managed by a separate investment policy adopted by the Pension Trust Fund Board in compliance with State law, particularly O.C.G.A. 47-20-10 and O.C.G.A. 47-20-80. The Pension Trust Fund assets are invested in United States Government securities, domestic common stocks, international stocks, and domestic bonds based on asset allocation ranges and performance benchmarks.
Interest Rate Risk -The Pension Trust Fund investment policy adopts the following asset mix to achieve the lowest level of risk for the plan:
Equity Securities between 45% and 75%. Fixed Income Securities between 15% and 48%. Alternative Investments between 0% and 5%.
At June 30, 2017, the Pension Trust Fund had the following investments and maturities:
Inves tment Type
Fair Value
Maturity Range (Time to Maturity)
Low
High
Mutual Funds, Invested in Fixed Income Securities Mutual Funds, Invested in Domestic Equities Mutual Funds, Invested in International Equities Limited Partnerships
$ 102,503,464 160,099,517 126,948,320 2,976,793
3.08 n/a n/a n/a
9.15 n/a n/a n/a
Total
$ 392,528,094
34
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
Credit Quality Risk The Pension Trust Fund policy prohibits investments in direct real estate, and no more than 75% (at cost) of Pension Trust Fund assets shall be invested in equities. It is the Pension Trust Fund's policy to limit investments in common or preferred stock of a corporation to those corporations listed on one or more of the recognized national stock exchanges in the United States, or those traded on the NASDAQ National Market as required by Georgia law. Domestic bonds are limited to those with ratings that meet or exceed Standard and Poor's BBB or Moody's Baa ratings. The policy also limits stock investments to not more than five (5) percent of the cost of any assets of any fund in common or preferred stock of any one issuing corporation and the aggregate investment of any fund in any one issuing corporation shall not exceed three (3) percent of the outstanding capital stock of that corporation.
The Pension Trust Fund's investments at June 30, 2017 are comprised of only mutual funds and limited partnership holdings that are not rated by any of the major ratings agencies.
Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of the Pension Trust Fund's investment in a single issuer. The only investments in excess of 5% of the School System's investment portfolio are federal securities and mutual funds, both of which are not subject to this risk.
Foreign Currency Risk As of June 30, 2017, $126,948,320 or 32% of the Pension Trust Fund's assets had exposure of foreign currency risk through investments in foreign companies. These investments had the form of US dollars invested in mutual funds with only international equity holdings.
Rate of Return For the fiscal year ended June 30, 2017, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was 12.75%. The money-weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amounts actually invested.
Long-range Expected Rate of Return The long-term expected rate of return on pension plan investments was determined using a building-block method in which best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The long-range expected rate of return as of June 30, 2017 is 7%.
The cash and cash equivalents reconciliation follows:
Primary Government - Fund Reporting Level: Governmental Funds - Balance Sheet Statement of Fiduciary Net Position
Cash and Cash Equivalents
Investments
Total
$ 400,253,483 $
-
$ 400,253,483
6,057,775
392,528,094
398,585,869
Total
$ 406,311,258 $ 392,528,094 $ 798,839,352
35
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
Fair Value Measurements The Pension Trust Fund categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. The Pension Trust Fund has the following recurring fair value measurements as of June 30, 2017:
Investment
Level 1
Investments by Fair Value Level Mutual funds invested in:
Domestic equities International equities Fixed income securities
$ 160,099,517 126,948,320 102,503,464
Total investments by fair value level
$ 389,551,301
Investments Measured at Net Asset Value (NAV) Private investment fund (limited partnership)
Total investments measured at NAV
Total investments measured at fair value
Level 2
$
-
-
-
$
-
Level 3
$
-
-
-
$
-
Fair Value
$ 160,099,517 126,948,320 102,503,464 389,551,301
2,976,793 2,976,793
$ 392,528,094
The investments classified in Level 1 of the fair value hierarchy are valued using prices quoted in active markets for those securities. This includes the mutual funds invested in both equity and fixed income securities.
The private investment fund measured at the net asset value invests primarily in venture capital investments, leveraged buyouts (LBOs), and distressed debt and equity. As of June 30, 2017, the fund is invested in complex structures in underlying holdings, alternative investments, and items that fall within Level 3 of the fair value hierarchy. The limited partnership will continue until the dissolution of the last underlying fund or termination at the General Partner's discretion. Withdrawals, redemptions, or transfers are not permitted during the life of the partnership.
3-B. Receivables
Receivables at June 30, 2017, consisted of property taxes, sales taxes, accounts (billings for user charges), and intergovernmental receivables arising from grants.
Receivables and payables are recorded on the School System's financial statements to the extent that the amounts are determined to be material and substantiated not only by supporting documentation, but also by a reasonable, systematic method of determining their existence, completeness, valuation, and in the case of receivables, collectibility.
3-C. Property Taxes
Property taxes for June 30, 2017 fiscal year were levied and billed on September 7, 2016, based on the property values assessed as of January 1, 2016, and are payable on or before November 15, 2016. An interest penalty of 10% per annum is charged on property taxes not paid within 90 days of the due date. Property taxes become an enforceable lien on January 31, 2017.
36
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
3-D. Capital Assets
Capital asset activity for the fiscal year ended June 30, 2017, was as follows:
Governmental activities: Nondepreciable capital assets: Land Construction in progress
Total nondepreciable capital assets
Depreciable capital assets: Buildings and improvements Machinery and equipment Vehicles
Total depreciable capital assets
Total capital assets
Accumulated depreciation: Buildings and improvements Machinery and equipment Vehicles
Total accumulated depreciation
Governmental activities capital assets, net
Balance 6/30/2016
Additions
Deductions
Balance 6/30/2017
$ 260,703,517 $ 134,307,274
395,010,791
5,240,037 $
-
$ 265,943,554
78,499,827
147,458,302
65,348,799
83,739,864
147,458,302
331,292,353
2,186,934,019 42,918,588 68,522,560
2,298,375,167
2,693,385,958
147,458,302 3,755,927 2,623,715
153,837,944
237,577,808
2,166,615 8,155,492 9,854,882
20,176,989
167,635,291
2,332,225,706 38,519,023 61,291,393
2,432,036,122
2,763,328,475
682,745,147 27,699,656 38,634,488
749,079,291
$ 1,944,306,667 $
65,547,047 1,866,746 4,086,093
1,621,256 3,470,726 5,500,951
746,670,938 26,095,676 37,219,630
71,499,886
10,592,933
809,986,244
166,077,922 $ 157,042,358 $ 1,953,342,231
Governmental activities depreciation expense:
Instruction Pupil services Improvement of instructional services Educational media services General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service
Total governmental activities depreciation expense
$ 50,896,777 264,283
1,085,476 2,590,598
34,404 1,553,308
656,732 1,384,080 7,730,551
643,352 17,207 4,643,118
$ 71,499,886
37
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
3-E. Interfund Balances and Transfers
Interfund Balances - Interfund receivables and payables relate to cash overdrafts in the cash and investment pool.
Payable from:
Payable from:
Payable to:
Nonmajor governmental fund General fund
Nonmajor governmental
fund
$ 1,163,172 2,448,652
$ 3,611,824
Payable to: Pension trust fund
General fund
$ 1,101,062
Interfund Transfers The transfers between the general fund and nonmajor governmental funds are for a miscellaneous item. The transfers between the 2012 SPLOST Fund to the nonmajor governmental funds (specifically the Debt Service Fund) were for debt service payments on the District's outstanding general obligation bonds in accordance with the SPLOST Referendum.
Transfers to:
General fund
Transfers from: Nonmajor
governmental fund
2012 SPLOST fund
Total
2012 SPLOST fund Nonmajor governmental funds
$ 1,194,383 $
-
$
-
$ 1,194,383
831,367
1,163,172
15,021,112
17,015,651
Total
$ 2,025,750 $ 1,163,172 $ 15,021,112 $ 18,210,034
3-F. Deferred Inflows/Outflows of Resources
Fund Financial Reporting Level - In addition to liabilities, the Statement of Net Position and the governmental funds balance sheet report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflow of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The School System reports one of these items, unavailable revenue, only in the governmental funds balance sheet. The governmental funds report unavailable revenues for both property taxes ($10,156,502) and state grants for construction ($6,649,636). These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available.
Government-wide Financial Reporting Level - In addition to assets, the Statement of Net Position reports a separate section for deferred outflows of resources. Deferred outflows of resources represent a consumption of net position that applies to a future period and so will not be recognized as an outflow of resources (expense/expenditure) until then. The School System has one type of transaction that relates to the School System's retirement plans. This transaction qualifies as deferred outflows of resources and are reported on the government-wide Statement of Net Position. It includes experience gains or losses which result from periodic studies by the pension plans actuaries, which adjust the net pension liability for actual experience for certain trend information that was previously assumed and are amortized into pension expense over the expected remaining service lives of the plan members.
As indicated above, the Statement of Net Position reports a separate section for deferred inflows of resources. Deferred inflows of resources represent an acquisition of net position that applies to a future period and so will not be recognized as an inflow of resources (revenue) until that time. These inflows relate to the School System's retirement plans and are reported on the government-wide Statement of Net Position. They include the net difference between projected investment return on pension investments and actual return on those investments and is deferred and amortized against pension expense over a five year period.
38
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
3-G. Compensated Absences
School System employees can earn annual vacation leave based on length of service, up to a maximum of 20 days after 10 years of service. Annual vacation leave may be accumulated up to a maximum of 60 days. Sick and personal leave is accrued at 1.25 to 2 days per month, and may be accumulated, up to 20 days per year, with a maximum accumulation of 120 days. If an employee retires from the School System with a minimum of 10 years of service, the School System will pay the employee for one-half of their accumulated sick and personal leave, up to 40 days (a total of 80 days of accumulated leave).
3-H. Long-term Debt and Obligations
Governmental Activities The School System has the following long-term debt obligations at June 30, 2017.
1991 Series General Obligation Bonds On November 1, 1991, the School System issued $133,960,000 of general obligation refunding bonds, Series 1991, with interest payments due semiannually on May 1 and November 1 and principal payments due on May 1 of each fiscal year. Interest rates vary from 4.75% to 6.375%. This debt refunded general obligation bonds, Series 1987 in the amount of $118,000,000. The remaining estimated amount of refunded debt related to this issue was paid off during the fiscal year ending June 30, 2017.
1998 Series General Obligation Bonds On June 15, 1998, the School System issued $135,150,000 of general obligation refunding bonds, Series 1998, with interest payments due semiannually on January 1 and July 1 and principal payments due on January 1 of each fiscal year. Interest rates vary from 4.0% to 5.5%. This debt refunded general obligation bonds, Series 1993 in the amount of $160,710,000. The estimated amount of refunded debt related to this issue still outstanding at June 30, 2017 is $70,160,000.
Annual debt service requirements to maturity as of June 30, 2017 are as follows:
Fiscal Year Ending
Principal
Interest
Total
2018 2019 2020 2021
$9,805,000 10,330,000 10,890,000 11,495,000
$2,326,344 $ 12,131,344
1,799,325
12,129,325
1,231,175
12,121,175
632,225
12,127,225
Total
$ 42,520,000 $ 5,989,069 $ 48,509,069
39
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
2011 Intergovernmental Agreement City of Union City, Georgia On August 1, 2011, the School System entered into an intergovernmental agreement with the City of Union City, Georgia to pay the City installments sufficient for the City to pay their debt service on bonds. The bonds, issued in the amount of $35,635,000, are special limited obligation revenue term bonds (federally taxable qualified school construction bonds direct payment) of the City. The bonds carry an interest rate of 4.730% and are due January 1, 2027. Under the agreement, the School System will pay the City installment payments sufficient to pay the debt service on the bonds. The School System's obligation to make payments is absolute and unconditional. The bonds are being issued for the purpose of paying a portion of the cost of constructing and equipping a replacement high school for the existing Banneker High School.
Annual debt service requirements to maturity as of June 30, 2017 are as follows:
Fi scal Year Endi ng
Pri nci pal
Interest
Total
2018 2019 2020 2021 2022 2023-2027
$2,375,667 2,375,666 2,375,666 2,375,666 2,375,666
11,878,334
$1,685,535 1,685,536 1,685,535 1,685,536 1,685,535 8,427,678
$ 4,061,202 4,061,202 4,061,201 4,061,202 4,061,201
20,306,012
Total
$ 23,756,665 $ 16,855,355 $ 40,612,020
Changes in Long-term Debt Changes in the School System's long-term obligations consisted of the following for the fiscal year ended June 30, 2017:
Governmental Activities 1991 general obligation bonds 1998 general obligation bonds 2011 intergovernmental agreement Workers' compensation insurance claims Other claims and judgments Net pension liabilities Compensated absences
Outstanding 6/30/2016
$ 4,045,000 51,825,000 26,132,332
6,302,000 967,943
865,029,113 32,038,784
Additions
$
-
-
-
7,031,225 -
367,098,103 31,616,335
Reductions
$ 4,045,000 9,305,000 2,375,667
6,791,358 705,109
177,920,947 31,518,422
Outstanding 6/30/2017
$
-
42,520,000
23,756,665
6,541,867 262,834
1,054,206,269 32,136,697
Amounts Due in One Year
$
-
9,805,000
2,375,667
5,233,494 262,834 -
28,923,027
Total Governmental Activities
$ 986,340,172 $ 405,745,663 $ 232,661,503 $ 1,159,424,332 $ 46,600,022
The debt service fund retires the general obligation bonds. The 2012 SPLOST capital projects fund will retire the intergovernmental agreement. If future special purpose local option sales taxes are not approved, the general fund will retire this obligation. Primarily the general fund retires the workers' compensation insurance claims, other claims and judgments and compensated absences and is used to liquidate pension liabilities.
40
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 Detailed Notes on All Funds (Continued)
3-I. Pensions
The School System's employees either belong to the Teachers' Retirement System of Georgia (TRS), which is a cost-sharing multiple employer public employees' retirement system or the Fulton County School Employees Pension Plan, a single employer defined benefit pension plan.
Pensions - For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Teachers Retirement System of Georgia (TRS) and the Fulton County School Employees Pension Plan and additions to/deductions from these plans fiduciary net position have been determined on the same basis as they are reported by these plans. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value.
Teachers' Retirement System of Georgia (TRS)
Plan Description - Substantially all teachers, administrators, and clerical personnel employed by the School System are members of TRS. TRS provides retirement and disability benefits, and death benefits to plan members and beneficiaries. Title 47, Chapter 3 of the Official Code of Georgia Annotated, assigns the authority to establish and amend benefit provisions to the TRS Board of Trustees. TRS, is a cost-sharing multiple-employer defined benefit pension plan, and is administered by the TRS Board of Trustees (TRS Board). Title 47 of the O.C.G.A. which assigns the authority to establish and amend the benefit provisions to the State Legislature. TRS issues a publicly available financial report that can be obtained at www.trsga.com/publications.
Plan Benefits - A member is eligible for retirement after 30 years of creditable service, regardless of age, or after 10 years of creditable service and attainment of age 60. A member is eligible for early retirement after 25 years of creditable service. If an employee retires under this provision, the benefit will be permanently reduced by the lesser of one-twelfth of 7% for each month below age 60, or 7% for each year or fraction of a year less than 30 years of creditable service. Retirement benefits paid to members are equal to 2% of the average of the member's two consecutive highest paid years of service multiplied by the number of years of creditable service up to 40 years. The normal retirement pension is payable monthly for life. Options are available for distribution of the member's monthly pension at a reduced rate to a designated beneficiary on the member's death.
Retirement benefits also include death and disability benefits whereby the disabled member or surviving spouse is entitled to receive annually an amount equal to the member's service retirement benefit or disability retirement, whichever is greater. The benefit is based on the member's creditable service (minimum of 10 years) and compensation up to the date of death.
Members become fully vested after ten years of service. If a member is terminated with less than ten years of service, no vesting of employer contributions occurs, but the member's contribution is refunded with interest.
Funding Policy - Per Title 47 of the O.C.G.A., contribution requirements of active employees and participating employers, as actuarially determined, are established and may be amended by the TRS Board. Pursuant to O.C.G.A. 47-3-63, the employer contributions for certain full-time public school support personnel are funded on behalf of the employer by the State of Georgia. Contributions are expected to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. Employees were required to contribute 6.00 % of their annual pay during fiscal year 2017. The school district's contractually required contribution rate for the year ended June 30, 2017 was 14.27 % of annual school district payroll. District contributions to TRS were $78,664,440 for the fiscal year ended June 30, 2017.
Pension Liabilities, Pension Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions - At June 30, 2017, the School System reported a liability for its proportionate share of the net pension liability that reflected a reduction for support provided to the School System by the State of Georgia for certain public school support personnel.
41
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
The amount recognized by the School System as its proportionate share of the net pension liability, the related State of Georgia support, and the total portion of the net pension liability that was associated with the School District were as follows:
District's proportionate share of the net pension liability
$ 966,288,805
State of Georgia's proportionate share of the net pension liability associated with the Schoool System
839,686
Total
$ 967,128,491
The net pension liability was measured as of June 30, 2016. The total pension liability used to calculate the net pension liability was based on an actuarial valuation as of June 30, 2015. An expected total pension liability as of June 30, 2016 was determined using standard roll-forward techniques. The District's proportion of the net pension liability was based on contributions to TRS during the fiscal year ended June 30, 2016. At June 30, 2016, the District's proportion was 4.683648%, which was a decrease of 0.156605% from its proportion measured as of June 30, 2015.
For the fiscal year ended June 30, 2017, the District recognized total pension expense of $117,352,618 ($103,363,878 for the TRS Plan and $13,988,740 for the Local Pension Plan) and revenue of $33,061 (pertaining to the TRS Plan) for support provided by the State of Georgia for certain support personnel . At June 30, 2017, the District reported deferred outflows of resources and deferred inflows of resources related to pensions (TRS) from the following sources:
Deferred Outflows of Res ources
Deferred Inflows of Res ources
Changes in proportion and differences between School System
contributions and proportionate share of contributions
$
15,434,770 $
21,050,332
Differences between expected and actual experience
14,395,098
4,778,305
Changes of assumptions
25,044,871
-
Contributions made by the School System subsequent to the
measurement date
78,664,440
-
Net difference betweeen projected and actual earnings on pension
plan investments
122,239,513
-
Total
$ 255,778,692 $ 25,828,637
District contributions subsequent to the measurement date are reported as deferred outflows of resources and will be recognized as a reduction of the net pension liability in the next fiscal year. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows:
Fis cal Year Ending June 30,
Amount
2018 2019 2020 2021 2022
Total
$
18,702,268
18,702,221
69,532,210
43,473,264
875,652
$ 151,285,615
42
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Actuarial assumptions: The total pension liability as of June 30, 2016 was determined by an actuarial valuation as of June 30, 2015 using the following actuarial assumptions, applied to all periods included in the measurement:
Inflation 2.75% Salary increases 3.25 9.00%, average, including inflation Investment rate of return 7.50%, net of pension plan investment expense, including inflation
Postretirement mortality rates were based on the RP-2000 White Collar Mortality Table with future mortality improvement projected to 2025 with the Society of Actuaries' projection scale BB (set forward one year for males) for service retirements and dependent beneficiaries. The RP-2000 Disabled Mortality Table with future mortality improvement projected to 2025 with Society of Actuaries' projection scale BB (set forward two years for males and four years for females) was used for death after disability retirement. Rates of mortality in active service were based on the RP-2000 Employee Mortality Table projected to 2025 with projection scale BB.
The actuarial assumptions used in the June 30, 2015 valuation were based on the results of an actuarial experience study for the period July 1, 2009 June 30, 2014.
The long-term expected rate of return on pension plan investments was determined using a log-normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected nominal returns, net of pension plan investment expense and the assumed rate of inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table:
Asset Class
Target Al l ocati on
Expected Real Rated of Return*
Fixed Income Domestic large equities Domestic mid equities Domestic small equities International developed market equities International emerging market equities
30.00% 39.80%
3.70% 1.50% 19.40% 5.60%
-0.50% 9.00% 12.00% 13.50% 8.00% 12.00%
Total
100.00%
*Rates are reported net of the 2.75% assumed rate of inflation
43
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Discount Rate The discount rate used to measure the total pension liability was 7.50 %. The projection of cash flows used to determine the discount rate assumed that plan member contributions will be made at the current contribution rate and that employer and State of Georgia contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member rate. Based on those assumptions, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability.
Sensitivity of the Net Pension Liability to Changes in the Discount Rate The following presents the School System
proportionate share of the net pension liability calculated using the discount rate of 7.50%, as well as what the District's proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower (6.50 %) or 1-percentage-point higher (8.50 %) than the current rate:
1% Decrease or 6.5%
Current Discount Rate
7.5%
1% Increase or 8.5%
District's proportionate share of
the net pension liability
$
1,504,040,445 $
966,288,805 $ 523,538,970
Fulton County School Employees' Pension Plan
Plan Description - All full-time School System employees who are not members of TRS are required to participate in the Fulton County School Employees' Pension Fund (the Fund), a mandatory, single-employer defined benefit pension plan established by state statute. All full-time School System personnel employed prior to June 30, 1988 and who were transferred to TRS on July 1, 1988, retained membership in the Fund, as well as potential benefits from the Fund, although primary benefits will be from TRS. All Plan participant, actuarial and fund data include these employees as members.
The Fulton County School Employees' Pension Fund board administers the Fund. The Pension Board consists of seven voting members and one non-voting member. The school superintendent is the non-voting member. The voting members of the board include:
The chief financial officer The executive director of fiscal services Two members nominated by the Pension Board and appointed by the School Board for four year terms who shall be
former teachers or employees of the School System and participants in the Plan. Two members nominated by the Pension Board and appointed by the School Board for four year terms who shall be
active teachers or employees of the School System and participants in the Plan. One member nominated by the Pension Board and appointed by the School Board for four year terms who shall be a
school administrator of the School System and a participant in the Plan.
The School System issues a publicly available financial report that includes financial statements and required supplementary information for the Fund. The financial reports may be obtained by writing to Fulton County School Employees' Pension Fund, at 6201 Powers Ferry Road NW, Atlanta, Georgia 30339.
44
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Fund Membership - At July 1, 2016, the date of the most recent actuarial valuation, there were 5,351 participants respectively, consisting of the following:
July 1, 2016
Active plan participants Inactive plan members entitled to but not yet receiving benefits Inactive plan members or beneficiaries currently receiving benefits
1,933 379
3,039
Total participants
5,351
Plan Benefits Benefits for members covered under the 1978 Pension Law are 2% of the participant's final average monthly earnings multiplied by the years of creditable service. For members covered under the 1962 Pension Law, benefits are 1.76% of the participant's final average monthly earnings multiplied by years of creditable service. The maximum monthly benefit is equal to 75% of final average monthly earnings. The Fund awards a 3% cost of living increase annually.
Benefits vest after 10 years of service. Most participants are eligible to receive benefits at 65 and 55 years old with 25 and 30 years of creditable service, respectively, at the time of disability and at death. Benefits vary based on certain benefit elections made by members.
Funding Policy - The contribution requirements of Plan members and the School System are established in accordance with the applicable state and local pension law. Fund members covered under the 1978 law contribute 6.6% of gross salary if beneficiary coverage is elected and 5.6% of gross salary if beneficiary is not elected. Members covered under the 1962 law contribute 6% of gross salary if beneficiary coverage is elected and 5% of gross salary if beneficiary coverage was not elected. Members covered under laws prior to 1962 contribute amounts prescribed in those laws. The School System's contribution is the actuarially determined amount necessary to fund Plan benefits; the current rate is 40.09% of annual covered payroll. The contribution requirements of Plan members and the School System are established and may be amended by the Pension Board. Total contributions to the Plan for the fiscal year ended June 30, 2017 was $24,333,000.
Net Pension Liability - The School System's net pension liability was measured as of June 30, 2017, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date.
The components of the net pension liability of the School System at June 30, 2017 were as follows:
Total pension liability
$
481,933,866
Plan fiduciary net position
394,016,402
Net pension liability
$
87,917,464
Plan fiduciary net position as a percentage of the total pension liability
81.76%
45
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Actuarial Assumptions The total pension liability was determined by an actuarial valuation as of July 1, 2016 with update procedures performed by the actuary to roll forward to the total pension liability measured as of June 30, 2017. The following actuarial assumptions apply to all periods included in the measurement:
Inflation Salary increases Mortality Investment rate of return Cost of living adjustments
2.75% Service-graded rates RP-2000 mortality set forward 7% net of expenses, including inflation
3%
The actuarial assumptions used in the June 30, 2016 valuation were based on the results of an actuarial experience study for the period of July 1, 2006 June 30, 2011.
The long-term expected rate of return on pension plan investments was determined using a building-block method in which
best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and
inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of
return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected
inflation. The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized
in the following table:
Long-term
Long-term
Expected
Expected
Arithmetic
Geometric
Target
Real Rate
Real Rate
Asset Class
Allocation
of Return
of Return
Core Fixed Income Bank/Leverage Loans Inflation-Indexed Bonds High Yield Bonds Emerging Market Bonds Large Cap US Equities Mid Cap US Equities Small Cap US Equities Developed Foreign Equities Emerging Markets Equities Master Limited Partnerships
16.80% 7.90% 4.40% 4.90% 4.00% 7.00% 26.80% 6.90% 17.10% 3.40% 0.80%
2.66% 3.56% 1.95% 5.20% 4.86% 4.86% 5.07% 6.11% 6.34% 8.14% 4.06%
2.52% 3.23% 1.81% 4.65% 3.83% 3.61% 3.76% 4.10% 4.59% 4.79% 2.83%
Assumed Inflation - Mean Assumed Inflation - Standard Deviation Assumed Investment Management Fees Portfolio Nominal Mean Return Portfolio Real Mean Return Portfolio Standard Deviation Long-term Expected Rate of Return
2.75% 1.89% -0.10% 7.44% 4.78%
2.75% 1.89% -0.10% 6.81% 4.07% 11.77% 7.00%
Discount Rate The discount rate used to measure the total pension liability was 7%. The projection of cash flows used to determine the discount rate assumed that employee contributions will be made at the current contribution rate and that the School System's contributions will be made at rates equal to the difference between actuarially determined contribution rates and the employee rate. Based on those assumptions, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability.
46
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Sensitivity of the Net Pension Liability to Changes in the Discount Rate The following presents the net pension liability of the School System, calculated using the discount rate of 7%, as well as the School System's net pension liability would be if it were calculated using a discount rate that is 1% lower (i.e., 6%) or 1% higher (i.e., 8%) than the current rate.
1% Decrease or 6%
Current Discount Rate
7%
1% Increase or 8%
Total Pension Liability
$
535,047,251 $
481,933,866 $ 437,051,493
Fiduciary Net Position
394,016,402
394,016,402
394,016,402
Net Pension Liability
$
141,030,849 $
87,917,464 $ 43,035,091
Actuarial valuations involve estimates of the value of reported amounts and assumptions about the probability of events far into the future, and actuarially determined amounts are subject to continual revision as results are compared to past expectations and new estimates are made about the future. Actuarial calculations reflect a long-term perspective. Calculations are based on the substantive plan in effect as of June 30, 2017 and the current sharing pattern of costs between employer and employee.
Changes in the Net Pension Liability of the School System - The changes in the components of the net pension liability of the School System for the fiscal year ended June 30, 2017, were as follows:
(a) Total Pens ion Liability
(b) Increas e (Decrease) in Plan Fiduciary Net Position
(a) - (b) Net
Pens ion Liability
Balances @ June 30, 2016
$ 483,544,045 $ 355,395,388 $ 128,148,657
Changes for the Fiscal Year: Service cost Interest on total pension liability Differences between expected and actual experience Benefit payments Employer contributions Member contributions Net investment income Administration expenses
4,370,809 33,036,913
(6,560,082)
(32,457,819) -
-
-
(32,457,819) 24,333,000
2,714,675 44,818,599
(787,441)
4,370,809 33,036,913
(6,560,082)
(24,333,000)
(2,714,675) (44,818,599)
787,441
Total Changes for the Fiscal Year
(1,610,179)
38,621,014
(40,231,193)
Balances @ June 30, 2017
$ 481,933,866 $ 394,016,402 $ 87,917,464
47
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
For the fiscal year ended June 30, 2017, the School System recognized pension expense of $13,988,740. Also at June 30, 2017, the School System reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources:
Deferred Outflows of Res ources
Deferred Inflows of Res ources
Differences between expected and
actual experience
$
-
$
4,112,701
Net difference betweeen projected and
actual earnings on pension plan
in ves tmen ts
14,329,160
-
Total
$ 14,329,160 $
4,112,701
Amounts currently reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows:
Fiscal Year Ending June 30,
Amount
2018 2019 2020 2021
Total
$ 4,765,427 6,254,097 3,227,790 (4,030,855)
$ 10,216,459
48
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017 Note 3 - Detailed Notes on All Funds (Continued) 3-J. Other Postemployment Employment Benefits Plan Description. The Georgia School Personnel Postemployment Health Benefit Fund (School OPEB Fund) is a costsharing multiple-employer defined benefit postemployment healthcare plan that covers eligible former employees of public school systems, libraries and regional educational service agencies. The School OPEB Fund provides health insurance benefits to eligible former employees and their qualified beneficiaries through the State Employees Health Benefit Plan administered by the Department of Community Health. The Official Code of Georgia Annotated (O.C.G.A.) assigns the authority to establish and amend the benefit provisions of the group health plans, including benefits for retirees, to the Board of Community Health (Board). Additional information about the School OPEB Fund is disclosed in the State of Georgia Comprehensive Annual Financial Report. This report can be obtained from the Georgia Department of Audits and Accounts at www.audits.ga.gov/SGD/CAFR.html. Funding Policy. The contribution requirements of plan members and participating employers are established by the Board in accordance with the current Appropriations Act and may be amended by the Board. Contributions of plan members or beneficiaries receiving benefits vary based on plan election, dependent coverage, and Medicare eligibility and election. For members with fewer than five years of service as of January 1, 2012, contributions also vary based on years of service. On average, members with five years or more of service as of January 1, 2012, pay approximately 25 percent of the cost of the health insurance coverage. In accordance with the Board resolution dated December 8, 2011, for members with fewer than five years of service as of January 1, 2012, the State provides a premium subsidy in retirement that ranges from 0% for fewer than 10 years of service to 75% (but no greater than the subsidy percentage offered to active employees) for 30 or more years of service. The subsidy for eligible dependents ranges from 0% to 55% (but no greater than the subsidy percentage offered to dependents of active employees minus 20%). No subsidy is available to Medicare eligible members not enrolled in a Medicare Advantage Option. The Board of Community Health sets all member premiums by resolution and in accordance with the law and applicable revenue and expense projections. Any subsidy policy adopted by the Board may be changed at any time by Board resolution and does not constitute a contract or promise of any amount of subsidy. Participating employers are statutorily required to contribute in accordance with the employer contribution rates established by the Board. The contribution rates are established to fund all benefits due under the health insurance plans for both active and retired employees based on projected "pay-as-you-go" financing requirements. Contributions are not based on the actuarially calculated annual required contribution (ARC) which represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed thirty years.
49
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
The combined active and retiree contribution rates established by the Board for employers participating in the School OPEB Fund for the fiscal year ended June 30, 2017, were as follows:
Certified employees
July 2016 June 2017
$945 per member per month
Non-Certificated Employees
July 2016 December 2016 January 2017 June 2017
$746 per member per month $846 per member per month
No additional contribution was required by the Board for fiscal year 2017 nor contributed to the School OPEB Fund to prefund retiree benefits. Such additional contribution amounts are determined annually by the Board in accordance with the School Plan for other post-employment benefits and are subject to appropriation.
The School System's contributions to the health insurance plans for the fiscal years ended June 30, 2017, June 30, 2016, and June 30, 2015, were $100,029,029, $93,618,072, and $82,358,561 respectively, which equaled the required contribution.
3-K. Fund Equity (Note 1-E-10)
Fund Balances Fund balances are classified as follows:
Nonspendable The following fund balances are nonspendable because they are not in spendable form:
General Fund: Prepaid items
$ 434,339
2012 SPLOST Capital Projects Fund Prepaid items
$ 842,768
Nonmajor Governmental Funds: Prepaid items Inventories
$ 1,163,172 678,737
$ 1,841,909
Nonmajor Permanent Fund Balance
$
3,261
50
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Restricted The following fund balances are legally restricted to specified purposes:
2012 SPLOST Capital Projects Fund: Capital projects
$ 86,827,313
Nonmajor Governmental Funds: School nutrition program Capital projects Principal and interest on long-term bonds Principals' funds Program purpos es
Total Nonmajor Governmental Funds:
$ 15,614,902 3,693,332 4,402,869 3,795,287 84,168
$ 27,590,558
Committed The following fund balances are committed to specific purposes:
General Fund: Working capital reserve Catastrophic event reserve Revenue stabilization reserve Textbooks Risk management Charter school Proficiency scales Musical instruments Student information system Strategic compensation
$ 50,671,785 * 50,671,785 ** 50,671,785 *** 12,377,945 4,000,000 5,552,289 900,000 2,000,000 2,078,627 15,000
Total General Fund
$ 178,939,216
* This was approved and established by the Board based upon 5% of annual budgteted expenditures and is intended to be permanent in nature and not subject to draw down. ** This was approved and established by the Board based upon 5% of annual budgteted expenditures and may be drawn down in the event of unanticipated catastrophic events. *** This was approved and established by the Board based upon 5% of annual budgteted expenditures and may be drawn down in the event of a decrease in the property tax digest or reduction of state funding.
Assigned The following fund balances are assigned to specific purposes:
General Fund: Cabinet reimbursement Subsequent year's operating budget
$
25,600
4,004,791
$ 4,030,391
51
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 3 - Detailed Notes on All Funds (Continued)
Net Investment in Capital Assets The net investment in capital assets reported on the government-wide statement of net position as of June 30, 2017 are as follows:
Net investment in capital assets:
Governmental Activities
Cost of capital assets Less accumulated depreciation Book value Less capital related debt Less retainage payable
Net investment in capital assets
$ 2,763,328,475 809,986,244
1,953,342,231 66,276,665 3,354,034
$ 1,883,711,532
3-L. Operating Leases
Lessor Agreement - The School System leases certain parcels of land for use by others (cell towers) for varying terms. The leases are accounted for as operating leases and revenues are recorded when earned. Revenue derived from these leases during fiscal year 2017 was $1,242,491 and is reported as local revenue in the School System's general fund.
The following is a schedule of minimum future rentals to be received under these operating leases at June 30, 2017:
Fiscal Year Ending June 30,
Amount
2018 2019 2020 2021 2022 2023-2027 2028
Total
$ 152,137 141,995 93,970 63,230 65,259 314,245 2,769
$ 833,605
3-M. On-behalf Payments for Fringe Benefits
The School System has recognized revenue and expenditures of $50,265 for teachers' pension cost paid by the Georgia Department of Education on the School System's behalf to the Georgia Department of Community Health for non-certified personnel.
52
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 4 Other Notes
4-A. Risk Management
The School System is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets (property, plant and equipment); Management Liability (School Board Legal); Workers Compensation (job related injuries or illnesses to employees); Fleet accidents (vehicle(s)); theft of funds (money, securities, etc.); Acts of God and Unemployment Compensation.
The School System has in place commercial insurance for risk of loss exposures associated with assets (property, plant and equipment) and theft of funds (money, securities, etc.). Effective July 1, 2009 the School System began self-insuring the following exposures under a Defense and Indemnity Agreement: Fleet (all District owned vehicles), School Children in Transit; Employment Related Incidents, excluding Workers Compensation, Management Liability, and General Liability. The School System also relies on the protection of Sovereign Immunity under the Georgia Constitution.
Workers' Compensation Claims The School System has elected to self-insure its Workers' Compensation exposure. The School System has established a Risk Management Program to include Workers' Compensation administration and claims. In connection with this program, a Self-Insurance Reserve Fund has been established within the General Fund by the School System. The School System accounts for claims within the General Fund with expenses/expenditures and liabilities being reported when it is probable that a loss has occurred and the amount of that loss can be reasonably estimated.
Changes in the Workers' Compensation claims liability during the last three fiscal years are as follows:
Fiscal Year Ended June 30,
Beginning of Fiscal Year
Liability
Current Fiscal Year Claims and Changes
in Estimates
Claim Payments
End of Fiscal Year
Liability
2015 2016 2017
$ 10,903,811 $ 7,915,014 6,302,000
4,299,151 7,120,340 7,031,225
$ 7,287,948 8,733,354 6,791,358
$ 7,915,014 6,302,000 6,541,867
The School System has purchased surety bonds to provide additional insurance coverage as follows:
Position Covered
Amount
Superintendent
$100,000
4-B. Contingent Liabilities
The School System has received federal and state grants for specific purposes that are subject to review and audit by the grantor agencies or their designee. These audits could result in a request for reimbursement to the grantor agency for costs disallowed under terms of the grant. Based on prior experience, the School System believes such disallowances, if any, will be immaterial.
The School System was a defendant in several lawsuits at June 30, 2017. In the opinion of School System management, the outcome of these contingencies will not have a material effect on the financial position of the School System.
53
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017
Note 4 Other Notes (Continued)
4-C. Commitments
Construction Commitments - As of June 30, 2017, the School System has made the following significant construction commitments:
Contractor
Total Contract
Remaining Commitments
Amacher Brothers Construction Co. Balfour Beatty Construction Hogan Construction Group LLC Merit Construction Turner Construction Company Winter Construction Group
$
996,775 $
380,315
23,641,414
2,489,701
4,411,000
1,820,065
3,392,906
1,111,648
2,533,890
249,211
3,350,893
1,374,416
Total
$
38,326,878 $ 7,425,356
Encumbrance Commitments - As of June 30, 2017, the School System has encumbered amounts that they intend to honor in the subsequent fiscal year for the following major governmental funds:
Major Governmental Funds: General Fund 2012 SPLOST Capital Projects Fund
$ 18,095,310 38,301,292
Total Major Governmental Funds:
$ 56,396,602
Total Nonmajor Governmental Funds
$ 1,519,626
The majority of the construction commitments also are encumbered and included in the above amounts.
4-D. Pollution Remediation Obligations
The School System has been named as the potentially responsible party for remediation of the petroleum contamination at two of our facilities - Old South Fulton Transportation Facility located at 71 Heath Street, Fairburn and Old North Fulton Transportation Facility located at 1540 Warsaw Road, Roswell. After meeting the obligation of the $10,000 deductible for each site, the Georgia Underground Storage Tank (GUST) Trust Fund began reimbursing the School System for funds spent on remedial activities. There is no liability reported since all costs will be reimbursed.
54
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements
For the Fiscal Year Ended June 30, 2017 Note 4 Other Notes (Continued) 4-E. Tax Abatements For the fiscal year ended June 30, 2017, School System tax revenues were reduced by $3,980,993 as a result of agreements entered into by the Development Authority of Fulton County. Under these agreements, taxes on both real and personal property are reduced based on incentives and economic development programs offered by the Development Authority.
55
REQUIRED SUPPLEMENTARY INFORMATION
56
Fulton County Board of Education Required Supplementary Information Schedule of the School System's Proportionate Share of Net Pension Liability Teachers Retirement System of Georgia For the Fiscal Years Ended June 30
School System's proportion of the net pension liability
School System's proportionate share of the net pension liability
$
State of Georgia's proportionate share of the net pension liability associated with the District
Total
$
School System's covered-employee payroll
$
School System's proportionate share of the net pension liability as a percentage of its covered-employee payroll
Plan fiduciary net position as a percentage of the total pension liability
2017 4.683648%
966,288,805 $
2016 4.840253%
736,880,456 $
839,686 967,128,491 $ 513,749,166 $
733,949 737,614,405 $ 508,061,985 $
188.09% 76.06%
145.04% 81.44%
2015 4.721326%
596,477,266
321,780 596,799,046 480,206,823
124.21% 84.03%
Note: Schedule is intended to show information for the last 10 fiscal years. Additional years will be displayed as they become available.
57
Fulton County Board of Education Required Supplementary Information Schedule of School System's Contributions During Measurement Period Teachers Retirement System of Georgia For the Fiscal Years Ended June 30
Contractually required contributions Contributions in relation to the contractually required contributions Contribution deficiency (excess) School System's covered-employee payroll Contributions as a percentage of covered-employee payroll
2017
2016
2015
$ 78,664,440 $ 73,312,006 $ 66,810,151
78,664,440
73,312,006
66,810,151
$
- $
- $
-
551,257,463
513,749,166
508,061,985
14.27%
14.27%
13.15%
Notes to the Schedule:
(1) Changes of assumptions: Post-retirement mortality rates were based on the RP-2000 White Collar Mortality Table with future mortality improvement projected to 2025 with the Society of Actuaries' projection scale BB (set forward one year for males) for service retirements and dependent beneficiaries. The RP-2000 Disabled Mortality Table with future mortality improvement projected to 2025 with Society of Actuaries' projection scale BB (set forward two years for males and four years for females) was used for death after disability retirement. There is a margin for future mortality improvement in the tables used by the System. Based on the results of the most recent experience study adopted by the Board on November 18, 2015, the numbers of expected future deaths are 8-11% less than the actual number of deaths that occurred during the study period for healthy retirees and 9-11% less than expected under the selected table for disabled retirees. Rates of mortality in active service were based on the RP-2000 Employee Mortality Table projected to 2025 with projection scale BB.
(2) Method and assumptions used in calculations of actuarially determined contributions: The actuarially determined contribution rates in the schedule of contributions are calculated as of June 30, three (3) years prior to the end of the fiscal year in which contributions are reported. The following actuarial methods and assumptions were used to determine the contractually required contributions for the fiscal year June 30, 2017 reported in that schedule:
Valuation date Actuarial cost method Amortization method Remaining amortization period Asset valuation method Inflation rate Salary increases Investment Rate of Return Post-Retirement Benefit Increases
June 30, 2015 Entry age Level percentage of payroll, open 30 years 7-year smoothed market 2.75% 3.75 - 9.00%, including inflation. 7.5%, net of pension plan investment expense including inflation. 1.50% semi-annually
(3) Schedule is intended to show ten (10) years of information; additional years will be added as they are available.
58
Fulton County Board of Education Required Supplementary Information Schedule of Changes in the School System's Net Pension Liability and Related Ratios Fulton County School Employees' Pension Fund For the Fiscal Years Ended June 30
Total Pension Liability
Service cost Interest on total pension liability Differences between expected and actual experience Benefit payments, including refunds of employee contributions
Net Change in Total Pension Liability
Total Pension Liability - Beginning of Fiscal Year
Total Pension Liability - End of Fiscal Year
Plan Fiduciary Net Position
Employer contributions Employee contributions Net investment income (expense) Benefit payments, including refunds of employee contributions Administrative expenses
Net Change in Plan Fiduciary Net Position
Total Plan Fiduciary Net Position - Beginning of Fiscal Year
Total Plan Fiduciary Net Position - End of Fiscal Year
School System's Net Pension Liability - End of Fiscal Year
Plan Fiduciary Net Position as a Percentage of the Total Pension Liability
Covered Employee Payroll
Net Pension Liability as a Percentage of Covered Employee Payroll
Notes to this Schedule: This schedule will present 10 years of information once it is accumulated.
2017
2016
2015
2014
$ 4,370,809 33,036,913 (6,560,082) (32,457,819)
$ 4,623,790 32,687,981 (765,488) (31,694,134)
$ 5,625,193 32,346,582 (3,609,613) (30,973,571)
$ 5,091,739 31,987,391 1,959,567 (30,693,628)
(1,610,179)
4,852,149
3,388,591
8,345,069
483,544,045
478,691,896
475,303,305
466,958,236
$ 481,933,866 $ 483,544,045 $ 478,691,896 $ 475,303,305
$ 24,333,000 2,714,675
44,818,599 (32,457,819)
(787,441)
$ 26,319,000 2,684,487 (9,257,318)
(31,694,134) (962,392)
$ 29,385,000 2,998,844 3,277,028
(30,973,571) (960,758)
$ 29,179,000 2,700,403
61,848,328 (30,788,335)
(924,980)
38,621,014
(12,910,357)
3,726,543
62,014,416
355,395,388 $ 394,016,402
368,305,745 $ 355,395,388
364,579,202 $ 368,305,745
302,564,786 $ 364,579,202
$ 87,917,464 $ 128,148,657 $ 110,386,151 $ 110,724,103
81.76%
73.50%
76.94%
76.70%
$ 63,420,099 $ 65,643,933 $ 67,286,403 $ 73,331,881
138.63%
195.22%
164.05%
150.99%
Schedule of Investment Returns - Fulton County School Employees' Pension Fund
Annual money-weighted rate of return, net of investment expensed
12.75%
-2.86%
Notes to this Schedule: This schedule will present 10 years of information once it is accumulated.
1.07%
20.49%
59
Fulton County Board of Education Required Supplementary Information Schedule of School System's Contributions Fulton County School Employees' Pension Fund
For the Last Ten Fiscal Years
Fiscal Year Ended
June 30,
Actuarially Determined Contribution
Actual Employer Contribution
Contribution Deficiency (Excess)
Covered Payroll
Contributions as a % of
Covered Payroll
2008 2009 2010 * 2011 2012 2013 2014 2015 2016 2017
$ 23,592,000 $ 24,370,000 $ (778,000) $
27,035,000
26,234,000
801,000
27,525,000
27,525,000
-
29,258,000
29,258,000
-
29,534,000
29,534,000
-
29,758,000
29,758,000
-
29,179,000
29,179,000
-
29,385,000
29,385,000
-
26,319,000
26,319,000
-
24,333,000
24,333,000
-
118,891,388 120,527,736
110,563,251
95,551,169 79,060,187 73,331,881 67,286,403 65,643,933 63,420,099
20.50% 21.77%
26.46% 30.91% 37.64% 39.79% 43.67% 40.09% 38.37%
Notes to The Schedule:
*A full valuation was not performed for this fiscal year.
Methods and Assumptions Used to Determine Contribution Rates:
Valuation Timing
Actuarial Cost Method Amortization Method Remaining Amortization Period Asset Valuation Method Inflation Rate Salary Increases Investment Rate of Return Cost of Living Adjustments Retirement Age Turnover Mortality
Actuarially determined contribution rates are calculated as of June 30, two years prior to the end of the fiscal year in
which the contributions are reported. Entry Age Normal
Level Dollar Layered Generally 30 Years
5 Year Smoothed Market 2.75%
Age graded rates 7% 3%
Rates Based on Age Rates vary by group and age RP-2000 mortality set forward 2 years for employees and healthy Annuitants with generational projection per Scale AA, RP-2000 Disabled Mortality for
Disabled Annuitants
60
SUPPLEMENTARY INFORMATION
Nonmajor Governmental Funds
Special Revenue Funds Special revenue funds are used to account for and report the proceeds of specific revenue sources that are restricted or committed to expenditure for specified purposes other than debt service or capital projects. The following funds are included in the special revenue funds category:
Title I:
This fund is established to account for Title I grants which are provided as part of the "No Child Left Behind Act of 2001." This act provides federal funds through the Georgia Department of Education to local school districts to help disadvantaged children meet high standards.
Title II:
This fund is established to account for federal funded grants flowing through the Georgia Department of Education to our school district. The funds are used to advance teacher quality through professional learning, preparation, recruitment and retention as well as upgrading teachers' skills in science and math through training.
Title III:
This fund is established to account for federally funded grants flowing through the Georgia Department of Education for the purpose of providing supplemental services to improve academic achievement of students who have English as a second language.
Part B Special Education:
This fund is established to account for federally funded grants flowing through the Georgia Department of Education for the purpose of providing special education programs for handicapped children.
Education for the Homeless:
This fund is established to account for federally funded grants flowing through the Georgia Department of Education to provide educational services to homeless children.
School Nutrition Program:
This fund is established to account for the United States Department of Agriculture approved school nutrition program. The intent of the school system is that the cost of the School Nutrition fund be financed or recovered primarily through federal resources and users' charges.
Lottery:
This fund is established to account for state funding for the purpose of implementing a Pre-K program.
Other Federal Grants: This fund is established to account for federally funded grants which includes Vocational Education, Professional Development Schools, Safety Street, Beat the Traffic and Career Development.
Other Local Grants:
This fund is established to account for locally funded grants which include DFACS-Childcare, Read to Succeed, Science Literacy and Academic Bowl.
Principal's Accounts:
This fund is established to account for various revenues (e.g., commission earned by schools for school pictures and vending machines, locker rental) which may be expended for general school use, primarily to supplement instruction and school administration.
Capital Project Fund
Capital project funds are used to account for the acquisition and construction of major capital outlays other than those financed by proprietary funds. The following fund is included in the capital project funds category:
2002 SPLOST Capital Projects Fund
2007 SPLOST Capital Projects Fund
2017 SPLOST Capital Projects Fund
This fund is established to account for the special purpose local option sales tax as authorized in 2002 and is being used primarily for acquiring school sites, constructing and equipping new school facilities, and renovating existing facilities, and renovating existing facilities.
This fund is established to account for the special purpose local option sales tax as authorized in 2007 and is being used primarily for acquiring school sites, constructing and equipping new school facilities, and renovating existing facilities, and renovating existing facilities.
This fund is established to account for the special purpose local option sales tax as authorized in 2017 and is being used primarily for acquiring school sites, constructing and equipping new school facilities, and renovating existing facilities, and renovating existing facilities.
Debt Service Fund
This fund accounts for and reports financial sources that are restricted, committed, or assigned to expenditures for general long-term debt principal and interest on the School District's 1991 and 1998 general obligation bonds.
Permanent Fund J.C. Day:
The permanent fund is established to account for and report resources that are restricted to the extent that only earnings, and not principal, may be used for purposes that support the school boards programs--that is, for the benefit of the school board or its citizenry.
This fund is established to account for the bequest of the will of Mr. J.C. Day to be used for the purchase of textbooks in the Alpharetta attendance zone.
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Governmental Funds June 30, 2017
Assets Cash and cash equivalents Receivables:
Accounts Intergovernmental Due from other funds Prepaid items Inventory
Total Assets
Liabilities and Fund Balances
Liabilities Accounts payable Accrued salaries and wages payable Other payables Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted Unassigned (deficit)
Total Fund Balances (deficits)
Total Liabilities and Fund Balances (Deficits)
Nonmajor Special Revenue Funds
$ 21,553,248
117,630 6,562,778
678,737
$ 28,912,393
2002 SPLOST Capital Projects Fund
2007 SPLOST Capital Projects Fund
2017 SPLOST Capital Projects Fund
Debt Service Fund
J.C. Day Permanent
Fund
$ 2,321,700 $ 1,446,173 $
-
$ 3,239,357 $
3,261
-
-
-
151
-
-
-
-
189
-
-
-
-
1,163,172
-
-
-
-
1,163,172
-
-
-
-
-
-
$ 2,321,700 $ 1,446,173 $
-
$ 5,566,041 $
3,261
Total Nonmajor Governmental
Funds
$ 28,563,739
117,781 6,562,967 1,163,172 1,163,172
678,737
$ 38,249,568
$ 1,741,028 $ 4,057,199 852,002 2,093,060
8,743,289
62,554 $ -
62,554
11,987 $ 340,172 $
-
-
-
-
-
1,518,764
11,987
1,858,936
-
$
-
-
-
-
678,737 19,494,357
(3,990)
20,169,104
$ 28,912,393 $
2,259,146
-
2,259,146
2,321,700 $
1,434,186
-
(1,858,936)
1,434,186
(1,858,936)
1,446,173 $
-
$
1,163,172 4,402,869
-
5,566,041
5,566,041 $
-
$ 2,155,741
-
4,057,199
-
852,002
-
3,611,824
-
10,676,766
3,261 -
3,261
3,261
1,845,170 27,590,558 (1,862,926)
27,572,802
$ 38,249,568
61
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
Property taxes Investments earnings Charges for services Other
Total Revenues
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration Business adminstratioin Student transportation services Central support services Other supporting seervices Food service operations Capital Outlay Debt service: Principal retirement Interest and fiscal charges
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources (Uses) Transfers in Transfers out
Total Other Financing Sources (Uses)
Net Change in Fund Balances
Fund Balances, Beginning of Fiscal Year
Fund Balances (deficits), End of Fiscal Year
Fulton County Board of Education, Georgia Combining Statement of Revenues, Expenditures and Changes in Fund Balances
Nonmajor Governmental Funds For the Fiscal Year Ended June 30, 2017
Nonmajor Special Revenue Funds
$ 7,230,074 80,786,703
48,219 13,598,979 879,961
102,543,936
2002 SPLOST Capital Project Fund
$
-
-
37,738
-
37,738
2007 SPLOST Capital Project Fund
$
-
-
10,820
-
10,820
2017 SPLOST Capital Project Fund
$
-
-
-
-
Debt Service Fund
$
-
-
4,966 27,946
-
32,912
J.C. Day Permanent
Fund
$
-
-
-
-
Total Nonmajor Governmental
Funds
$ 7,230,074 80,786,703
4,966 124,723 13,598,979 879,961
102,625,406
37,366,885
4,957,651 15,633,751
25,269 1,478,301 1,470,333
500 602,311 174,684 489,633 39,513,986
-
-
101,713,304
830,632
-
5,020,821
-
5,020,821
(4,983,083)
-
1,132,379
-
1,132,379
(1,121,559)
-
695,764
-
695,764
(695,764)
-
-
13,350,000 3,088,104
16,438,104
(16,405,192)
-
37,366,885
-
4,957,651
-
15,633,751
-
25,269
-
1,478,301
-
1,470,333
-
500
-
602,311
-
174,684
-
489,633
-
39,513,986
-
6,848,964
-
13,350,000
-
3,088,104
-
125,000,372
-
(22,374,966)
831,367 -
831,367
1,661,999 18,507,105 $ 20,169,104
-
-
-
16,184,284
-
-
(1,163,172)
-
-
-
(1,163,172)
16,184,284
(4,983,083)
(1,121,559)
(1,858,936)
7,242,229
2,555,745
-
$ 2,259,146 $ 1,434,186 $ (1,858,936) $
(220,908) 5,786,949 5,566,041 $
-
17,015,651
-
(1,163,172)
-
15,852,479
-
(6,522,487)
3,261
34,095,289
3,261 $ 27,572,802
62
Assets Cash and cash equivalents Receivables:
Accounts Intergovernmental Inventories
Total Assets
Liabilities and Fund Balances
Liabilities Accounts payable Accrued salaries and wages payable Other payables Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted Unassigned (Deficit)
Total Fund Balances (deficits)
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Special Revenue Funds
June 30, 2017
Title I
Title II
Title III
Part B Special Education
Education for the Homeless
School Nutrition Programs
$
-$
-
$
-
$
-
$
-
$ 17,200,514
3,722,499
-
305,257
-
47,328
-
1,675,483
-
2,466
-
92,807 309,082 678,737
$ 3,722,499 $ 305,257 $ 47,328 $ 1,675,483 $
2,466 $ 18,281,140
$ 1,074,453 $ 1,385,981 9,889 1,227,226
3,697,549
26,543 50,373
228,529
305,445
11,024 $ 140,567 $
25,872
1,174,869
-
-
10,432
361,651
47,328
1,677,087
24,950
-
-
-
-
-
(188)
-
(1,604)
24,950
(188)
-
(1,604)
$ 3,722,499 $ 305,257 $ 47,328 $ 1,675,483 $
672 $ 232,502
-
914,405
-
840,594
1,794
-
2,466
1,987,501
-
678,737
-
15,614,902
-
-
-
16,293,639
2,466 $ 18,281,140
63
Assets Cash and cash equivalents Receivables: Accounts
Intergovernmental Inventories
Total Assets
Liabilities and Fund Balances
Liabilities Accounts payable Accrued salaries and wages payable Other payables Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted Unassigned (deficit)
Total Fund Balances (Deficits)
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Special Revenue Funds June 30, 2017
(Continued)
Lottery
Other Federal Grants
Other Local Grants
Principals' Accounts
$ 504,683 $
355 $
30,184 $ 3,817,512
-
-
14,377
10,446
-
280,169
220,494
-
-
-
-
-
$ 504,683 $
280,524 $
265,055 $ 3,827,958
Nonmajor Special Revenue
Funds
$ 21,553,248
117,630 6,562,778
678,737
$ 28,912,393
$ 41,696 $ 465,035 150 -
506,881
162,271 $ 3,629 1,369
113,255
280,524
18,629 $ 37,035
150,173
205,837
32,671 -
32,671
1,741,028 4,057,199
852,002 2,093,060
8,743,289
(2,198)
(2,198)
$ 504,683 $
-
-
280,524 $
59,218
-
59,218
265,055 $
3,795,287
-
3,795,287
3,827,958
678,737 19,494,357
(3,990)
20,169,104
$ 28,912,393
64
Fulton County Board of Education, Georgia Combining Statement of Revenues, Expenditures and Changes in Fund Balances
Nonmajor Special Revenue Funds For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Other
Total Revenues
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration Student transportation services Other support services Food service operations
Total Expenditures
Net Change in Fund Balances
Fund Balances (Deficits) Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Title I
Title II
Title III
Part B Special Education
Education for the Homeless
School Nutrition Programs
$
-
30,335,288
-
-
-
$
-
$
2,025,348
-
-
-
-
$
-$
833,145
16,497,513
-
-
-
-
-
-
-$
923,268
64,985
28,984,433
-
48,219
-
10,598,050
-
15,853
30,335,288
2,025,348
833,145
16,497,513
64,985
40,569,823
16,658,067
-
1,455,312 9,357,604
25,269 1,137,543 1,062,891
194,485 428,919
-
1,841,391
113,317
70,828 -
30,320,090
2,025,536
15,198
(188)
9,752
-
$
24,950 $
(188) $
317,228
9,019,609
46,826 459,444
9,647
-
3,371,988 3,245,661
202,731 298,679 301,036
58,360 -
833,145
16,498,064
-
(551)
-
(1,053)
-
$
(1,604) $
-
-
28,413 452 -
13,595 2,346 20,179 -
38,885,291
64,985
38,885,291
-
1,684,532
-
14,609,107
- $ 16,293,639
65
Fulton County Board of Education, Georgia Combining Statement of Revenues, Expenditures and Changes in Fund Balances
Nonmajor Special Revenue Funds
For the Fiscal Year Ended June 30, 2017
(continued)
Revenues Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Other
Lottery
$ 6,306,806 -
Other Federal Grants
Other Local Grants
Principals' Accounts
$
-
$
2,045,991
-
-
-
-$ 864,108
3,000,929 -
Total Nonmajor Special Revenue
Funds
$
7,230,074
80,786,703
48,219
13,598,979
879,961
Total Revenues
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration Business administration Student transportation services Central support services Other support services Food service operations
6,306,806
2,045,991
6,763,196
55,112 240,314
150 75,864 2,354 -
1,206,309
197,091
1,468 35,589
6,142 599,392
864,108
3,000,929
102,543,936
855,053
291,794
500 86,461 92,678 29,303
2,547,423
-
37,366,885
4,957,651 15,633,751
25,269 1,478,301 1,470,333
500 602,311 174,684 489,633 39,513,986
Total Expenditures
7,136,990
2,045,991
1,355,789
2,547,423
101,713,304
Excess (Deficiency) of Revenues Over (Under) Expenditures
(830,184)
-
(491,681)
453,506
830,632
Other Financing Sources Transfers in
Total Other Financing Sources
831,367
-
-
-
831,367
831,367
-
-
-
831,367
Net Change in Fund Balances
1,183
-
(491,681)
453,506
1,661,999
Fund Balances (Deficits) Beginning of Fiscal Year Fund Balances (Deficits) End of Fiscal Year
(3,381) $ (2,198) $
-$
550,899
3,341,781
18,507,105
59,218 $ 3,795,287 $ 20,169,104
66
Fulton County Board of Education, Georgia All Budgeted Special Revenue Funds
Schedule of Revenues, Expenditures and Changes
In Fund Balances - Budget and Actual (Budgetary Basis)
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
Other
Total Revenues
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration Business administration School administration Maintenance and operation of plant Student transportation services Central support services Other support services Food service operations
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources Transfers in
Net Change in Fund Balances - Budgetary Basis
Add Principals' Account Fund Excluded Above
Net Change in Fund Balances - GAAP Basis
Original Budget
Final Budget
Actual
Variance With Final
Budget
$ 6,834,201 $ 7,136,199 $ 7,230,074 $
93,875
70,859,291
91,553,037
80,786,703
(10,766,334)
11,559,337
14,196,610
11,526,230
(2,670,380)
89,252,829
112,885,846
99,543,007
(13,342,839)
31,939,451
2,353,243 12,847,244
500 1,162,608
945,063 -
77,008 99,677 1,785,520 42,078,921
93,289,235
44,507,204
6,323,448 18,742,022
34,574 1,985,440 1,689,321
500 33,278
9,131 789,466 177,457 778,681 42,875,884
117,946,406
34,819,462
4,957,651 15,633,751
25,269 1,478,301 1,470,333
500 602,311 174,684 489,633 39,513,986
99,165,881
9,687,742
1,365,797 3,108,271
9,305 507,139 218,988
33,278
9,131 187,155
2,773 289,048 3,361,898
18,780,525
(4,036,406)
(5,060,560)
377,126
(32,123,364)
858,600
858,600
831,367
27,233
$ (3,177,806) $ (4,201,960)
1,208,493 $ (32,096,131)
453,506
$ 1,661,999
67
Fulton County Board of Education, Georgia Title I Fund
Schedule of Revenues, Expenditures and Changes
In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal
Total Revenues
Expenditures Current:
Instruction Support services Pupil services Improvement of instructional services Educational media services Federal grant administration General administration
School administration Maintenance and operation of plant Student transportation services Other support services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$ 22,228,415 $ 36,956,474 $ 30,335,288 $
22,228,415
36,956,474
30,335,288
(6,621,186) (6,621,186)
11,131,314
7,696,302
500 804,273 867,842
56,990 1,671,194
22,228,415
20,838,841
1,973,519 10,691,668
27,574 1,589,663 1,197,450
26,820 9,131
367,231 690,047
37,411,944
16,658,067
1,455,312 9,357,604
25,269 1,137,543 1,062,891
194,485 428,919
30,320,090
4,180,774
518,207 1,334,064
2,305 452,120 134,559
26,820 9,131
172,746 261,128
7,091,854
$
-
$
(455,470)
15,198 $
470,668
9,752
$
24,950
68
Fulton County Board of Education, Georgia Title II Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal
Expenditures Current:
Support services Improvement of instructional services Federal grant administration General administration
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
$ 1,805,194
Final Budget
2017 Actual
Variance With Final
Budget
$ 2,922,956 $ 2,025,348 $
(897,608)
1,618,886 125,278 61,030
1,805,194
2,665,255 161,203 96,498
2,922,956
1,841,391 113,317 70,828
2,025,536
$
-
$
-
(188) $
-
$
(188)
823,864 47,886 25,670
897,420
(188)
69
Fulton County Board of Education, Georgia Title III Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Federal grant administration Other Support Services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$ 795,526 $ 1,103,065 $ 833,145 $
(269,920)
193,816
531,948
11,472 58,290
795,526
402,662
63,050 603,831
11,601 25,890
1,107,034
317,228
46,826 459,444
9,647 -
833,145
$
-
$ (3,969)
-
$
-
$
-
85,434
16,224 144,387
1,954 25,890
273,889
3,969
70
Fulton County Board of Education, Georgia Part B - Special Education Fund
Schedule of Revenues, Expenditures and Changes
In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal
Expenditures Current:
Instruction Support services Pupil services Improvement of instructional services Federal grant administration General administration Student transportation services Other support services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances (Deficits) Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$ 16,155,972 $ 19,306,894 $ 16,497,513 $ (2,809,381)
11,137,283
2,281,753 2,473,411
211,489 -
52,036
16,155,972
10,789,182
4,202,717 3,961,307
204,361 357,042 302,673
60,512
19,877,794
9,019,609
3,371,988 3,245,661
202,731 298,679 301,036
58,360
16,498,064
1,769,573
830,729 715,646
1,630 58,363
1,637 2,152
3,379,730
$
-
$ (570,900)
(551) $
570,349
(1,053)
$
(1,604)
71
Fulton County Board of Education, Georgia Education for the Homeless Fund
Schedule of Revenues, Expenditures and Changes
In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal
Expenditures Current:
Support services Pupil services Improvement of instructional services Federal grant administration General administration Student transportation services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$
52,689 $
70,655 $
64,985 $
(5,670)
21,000 -
10,096 1,575
20,018
52,689
29,050 500
17,112 2,742
21,251
70,655
28,413 452
13,595 2,346
20,179
64,985
$
-
$
-
-
$
-
$
-
637 48
3,517 396
1,072
5,670
-
72
Fulton County Board of Education, Georgia School Nutrition Program Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - state Intergovernmental - federal USDA commodities Investment earnings Charges for services Other
Total Revenues
Expenditures Current: Food service operations
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2017
Final Budget
Actual
Variance With Final
Budget
$
814,147 $
814,147 $
923,268 $
109,121
26,990,002
26,990,002
25,985,856
(1,004,146)
2,115,419
2,115,419
2,998,577
883,158
14,000
14,000
48,219
34,219
11,514,970
11,514,970
10,598,050
(916,920)
-
-
15,853
15,853
41,448,538
41,448,538
40,569,823
(878,715)
42,078,921
42,243,867
38,885,291
3,358,576
$
(630,383) $
(795,329)
1,684,532 $
2,479,861
14,609,107 $ 16,293,639
73
Fulton County Board of Education, Georgia Lottery Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - state
Expenditures Current:
Instruction Support services
Pupil services Improvement of instructional services Student transportation Central support services Other support services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources Transfers in
Net Change in Fund Balance
Fund Balances Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
$ 6,020,054
2017
Final Budget
Actual
$ 6,322,052 $ 6,306,806
Variance With Final
Budget
$
(15,246)
6,502,602
50,490 252,252
69,310
4,000
6,878,654
6,806,751
55,112 240,543
150 75,864
2,232
7,180,652
6,763,196
55,112 240,314
150 75,864
2,354
7,136,990
(858,600)
(858,600)
(830,184)
858,600
858,600
$
-
$
-
831,367 1,183 $
(3,381)
$
(2,198)
43,555
229 (122) 43,662
28,416
(27,233) 1,183
74
Fulton County Board of Education, Georgia Other Federal Grants Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Intergovernmental - federal Local Sources:
Other
Total Revenues
Expenditures Current:
Instruction Support services
Improvement of instructional services Federal grant administration General administration School administration Food service operations
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$ 716,074 $ 2,087,572 $ 2,045,991 $
(41,581)
-
22,500
-
(22,500)
716,074
2,110,072
2,045,991
(64,081)
427,013
274,445 -
14,616 -
716,074
1,333,456
252,264 1,500
35,589 6,458
602,017
2,231,284
1,206,309
197,091 1,468
35,589 6,142
599,392
2,045,991
$
-
$ (121,212)
-
$
-
$
-
127,147
55,173 32 -
316 2,625
185,293
121,212
75
Fulton County Board of Education, Georgia Other Local Grants Fund
Schedule of Revenues, Expenditures and Changes In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Local
Expenditures Current
Instruction Support services:
Improvement of instructional services Educational media services Business administration Student transportation services Central support services Food service
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$
30,367 $ 2,645,140 $ 864,108 $ (1,781,032)
-
2,084,206
30,367 -
326,654 7,000 500
98,161 101,593
30,000
30,367
2,648,114
$
-
$ (2,974)
855,053
291,794 500
86,461 92,678 29,303
1,355,789
(491,681) $
1,229,153
34,860 7,000 -
11,700 8,915 697
1,292,325
(488,707)
550,899
$
59,218
76
Fulton County Board of Education, Georgia Debt Service Fund
Schedule of Revenues, Expenditures and Changes
In Fund Balances - Budget and Actual
For the Fiscal Year Ended June 30, 2017
Revenues Property taxes Investment earnings
Total Revenues
Expenditures Debt Service: Principal retirement Interest and fiscal charges
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources Transfers in
Net Changes in Fund Balances
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2017 Actual
Variance With Final
Budget
$
-
$
-
$
4,966 $
6,547
6,547
27,946
4,966 21,399
6,547
6,547
32,912
26,365
13,350,000 3,086,834
16,436,834
13,350,000 3,086,834
16,436,834
13,350,000 3,088,104
16,438,104
(16,430,287) (16,430,287) (16,405,192)
16,434,356
16,434,356
16,184,284
$
4,069 $
4,069
(220,908) $
5,786,949
$ 5,566,041
(1,270) (1,270)
25,095
(250,072) (224,977)
77
Assets Cash and cash equivalents Investments Other receivables Prepaid items
Total Assets
Liabilities Accounts payable Due to student organizations
Total Liabilities
Fulton County Board of Education, Georgia Combining Statement of Changes in Assets and Liabilities
Agency Funds For the Fiscal Year Ended June 30, 2017
Balance June 30, 2016
$ 5,119,426 12,508
138,788 178,721
$ 5,449,443
Additions
$ 16,361,692 -
35,128 218,740
$ 16,615,560
Deductions
$ 16,106,814 12,508
138,788 178,721
$ 16,436,831
Balance June 30, 2017
$
5,374,304
-
35,128
218,740
$
5,628,172
$
90,348 $
44,459 $
90,348 $
5,359,095
16,571,101
16,346,483
$ 5,449,443 $ 16,615,560 $ 16,436,831 $
44,459 5,583,713
5,628,172
78
Statistical Section
Dolvin ES Cao Lillian ~ 1st Grade
Fulton County Board of Education, Georgia Introduction to the Statistical Section
(Unaudited)
This part of Fulton County Board of Education's (School System) comprehensive annual financial report presents detailed information as a context for understanding this fiscal year's financial statements, note disclosures, and supplementary information. This information is unaudited.
Contents
Financial Trends
These tables contain financial statement trend information that may assist the reader in assessing the School System's current financial performance by placing it in a historical perspective. In fiscal year 2009, the School System blended its charter schools as special revenue funds. In fiscal year 2011 the charter schools were reclassifed as discretely presented component units. Fiscal year 2008 have not been restated to reflect these changes in the reporting entity.
Revenue Capacity These tables contain information that may assist the reader in assessing the viability of the School System's two most significant "own-source" revenue sources: property taxes and sales taxes.
Debt Capacity These tables present information that may assist the reader in analyzing the affordability of the School System's current levels of outstanding debt and the School System's ability to issue additional debt in the future.
Demographic and Economic Information These tables present demographic and economic information intended (1) to assist users in understanding the socioeconomic environment within which the School System operates and (2) to provide information that facilitates comparisons of financial statement information over time and among school systems.
Operating Information These tables contain service indicators that can improve one's understanding on how the information in the School System's financial statements relates to the services the School System provides and the activities it performs.
Data Source: Unless otherwise noted, the information in these tables is derived from the Comprehensive Annual Financial Report for the applicable fiscal year.
Exhibit
I - VII-A
VIII - XIV XV - XVII XVIII - XIX XX - XXIV
79
Fulton County Board of Education, Georgia Government-wide Net Position by Component (Unaudited) 1
Last Ten Fiscal Years (accrual basis of accounting)
Exhibit I
Governmental Activities Net investment in capital assets 2 Restricted Unrestricted (deficit)
Total
2008
2009
2010
2011
At June 30,
2012
2013
Amounts
Restated 3 2014
2015
2016
2017
$ 1,280,537,226 $ 1,448,516,461 $ 1,480,029,373 $ 1,506,586,721 $ 1,501,664,110 $ 1,509,929,724 $ 1,590,806,537 $
32,955,902
57,540,467
63,636,096
66,393,409
177,124,388
244,391,190
247,960,557
130,241,063
16,771,499
66,897,704
247,513,274
230,939,575
216,792,587
(662,498,676)
1,757,699,907 $ 160,631,973 (603,705,304)
1,854,946,370 $ 120,206,567 (577,620,140)
1,883,711,532 121,749,505 (601,381,704)
$ 1,443,734,191 $ 1,522,828,427 $ 1,610,563,173 $ 1,820,493,404 $ 1,909,728,073 $ 1,971,113,501 $ 1,176,268,418 $ 1,314,626,576 $ 1,397,532,797 $ 1,404,079,333
Total Percentage Increase or Decrease From Prior Fiscal Year
Governmental Activities Net investment in capital assets 2 Restricted Unrestricted (deficit)
Total
12.7%
88.70% 2.28% 9.02%
100.00%
5.5%
95.12% 3.78% 1.10%
100.00%
5.8%
91.90% 3.95% 4.15%
100.00%
13.0%
82.76% 3.65% 13.60%
100.00%
4.9%
3.2%
Percentage of Total
78.63% 9.27% 12.10%
100.00%
76.60% 12.40% 11.00%
100.00%
-40.3%
135.24% 21.08% -56.32%
100.00%
11.8%
133.70% 12.22% -45.92%
100.00%
6.3%
132.73% 8.60%
-41.33% 100.00%
0.5%
134.16% 8.67%
-42.83% 100.00%
Notes: 1 Accounting standards require that net position be reported in three components in the financial statements: net investment in capital assets; restricted; and unrestricted. Net position are considered restricted only when (1) an external party, such as the Georgia Department of Education or the Federal government, places a restriction on how the resources may be used, or (2) enabling legislation is enacted by the School District.
2 The large increases in these amounts represent the construction of school buildings funded by the special purpose local option sales tax.
3 In fiscal year 2014, the School District inplemented GASB Statement No. 68 which required a restatement of the 6/30/2014 net position . The School System now is recording a net pension liability and other related pension deferred inflows and outflows accounts.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
80
Fulton County Board of Education, Georgia Chart-Total Government-wide Net Position (Unaudited)
Last Ten Fiscal Years (accrual basis of accounting)
Exhibit I-A
$1,404,079,333 $1,397,532,797
$1,314,626,576 $1,176,268,418
$1,971,113,501 $1,909,728,073 $1,820,493,404 $1,610,563,173 $1,522,828,427 $1,443,734,191
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$- 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 FISCAL YEAR
81
Fulton County Board of Education, Georgia Changes in Net Position - Governmental Activities (Unaudited)
Last Ten Fiscal Years 1 (accrual basis of accounting)
Exhibit II
Expenses: Instruction Support services: Pupil services Improvement of instructional services Educational media services Federal grant administration3 General administration School administration Business administration Maintenance and operation of plan Student transportation services Central services Other support services Food service operations Facilities acquisition and construction2 Interest and fiscal charges
Total Expenses
Program Revenues: Charges for services: Instruction Pupil services Improvement of instructional services General administration Business administration Maintenance and operation of plan
Student transportation services Central services Food service operations Operating grants and contributions3 Capital grants and contributions
Total Program Revenues
Net (Expense) Revenue
General Revenues: Taxes: Property Sales Gain on disposition of capital assets Investment earnings Miscellaneous
Total General Revenues
Change in Net Position
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
$ 599,839,821 $ 603,715,767 $ 607,908,299 $ 575,719,921 $ 622,927,662 $ 646,578,930 $ 643,368,439 $ 640,800,645 $ 669,585,761 $ 733,085,113
29,332,132 23,324,242 16,559,808
2,617,039 49,854,490 17,445,832 71,059,595 41,682,475 13,659,289 12,480,937 42,104,877
16,181,580 15,736,903
31,046,229 29,608,386 15,557,947
5,590,463 52,833,081 19,205,282 74,683,642 42,432,881 13,790,408 1,678,505 43,522,417
34,031,758 13,165,594
33,129,857 32,286,966 15,990,694
5,602,305 52,755,746 14,105,649 73,507,681 43,543,478 14,923,748 18,561,607 41,183,297
10,979,707
27,110,229 25,630,739 14,856,550
4,428,698 50,080,091 14,983,776 68,072,052 47,829,619 12,959,544 28,739,711 40,202,714
8,730,975
28,113,941 28,379,748 15,166,609
1,270,482 4,026,966 52,175,510 18,180,382 74,921,752 53,058,056 14,085,183 3,053,210 43,741,358
9,280,753
28,676,862 31,873,336 17,168,409
1,146,400 4,503,577 53,640,395 17,302,522 78,230,257 50,920,384 16,691,751 2,014,868 44,379,674
8,149,775
31,090,523 31,722,555 16,146,792
1,113,189 4,097,253 53,250,956 21,078,330 80,725,198 54,851,939 20,886,687 1,792,070 44,098,195
7,200,538
29,603,137 39,088,558 15,617,962
1,396,338 3,917,531 51,121,296 18,467,134 87,528,702 53,211,111 24,647,649 1,823,535 41,361,110
6,306,792
34,780,389 43,068,851 16,034,123
1,356,250 5,032,120 52,171,251 20,538,600 141,270,349 57,789,727 23,609,777 1,821,330 44,893,769
5,389,876
41,768,534 52,480,029 17,775,152
1,505,819 5,276,036 58,551,100 18,003,104 157,484,647 58,980,878 32,957,976
587,498 43,957,838
2,474,650
951,879,020
980,862,360
964,479,034
919,344,619
968,381,612 1,001,277,140
1,011,422,664
1,014,891,500 1,117,342,173
1,224,888,374
5,206,129 -
30,210 -
162,000 -
15,155,602
353,221,056 50,852,260
424,627,257
(527,251,763)
8,748,730 -
30,200 -
194,280 -
15,252,989
335,880,044 21,306,736
381,412,979
(599,449,381)
8,369,438 -
24,700 -
292,455 -
16,039,644
358,798,120 14,705,047
398,229,404
(566,249,630)
8,332,257 14,500 451,135 -
15,120,170
384,231,616 21,155,178
429,304,856
(490,039,763)
8,679,645 15,400 674,864 -
15,457,420
364,309,659 11,832,914
400,969,902
(567,411,710)
6,900,925 8,750 -
526,825 -
15,202,932
380,137,289 5,667,676
408,444,397
(592,832,743)
6,560,735 -
11,250 -
617,119 -
14,623,761
389,218,493 13,784,277
424,815,635
(586,607,029)
6,945,749 -
10,720 47 895
562,701 4,876 1,548
11,800,482
408,639,076 31,028,815
458,994,909
(555,896,591)
6,462,514 -
1,268,319 -
11,685,030
403,252,714 15,199,512
437,868,089
(679,474,084)
6,931,216 -
1,492,939 -
10,591,753
450,338,174 2,845,881
472,199,963
(752,688,411)
530,780,913 139,512,745
15,370,952 2,525,349
539,907,942 121,393,868
4,637,341 5,048,445
538,903,112 121,565,471
651,310 1,783,874
536,268,832 159,635,995
727,234 3,337,933
506,341,396 145,000,549
683,096 4,621,338
501,695,443 150,788,659
696,076 1,037,993
688,189,959
670,987,596
662,903,767
699,969,994
656,646,379
654,218,171
$ 160,938,196 $ 71,538,215 $ 96,654,137 $ 209,930,231 $ 89,234,669 $ 61,385,428 $
508,920,788 156,944,090
73,050 407,266 4,362,097
525,767,151 164,399,931
396,694 3,690,973
589,678,942 166,669,022
937,232 5,095,109
670,707,291
694,254,749
762,380,305
84,100,262 $ 138,358,158 $ 82,906,221
580,772,516 166,591,361
1,813,470 10,057,600
759,234,947
$ 6,546,536
Notes: 1 Includes non-capitalized charges to the facilities acquisition and construction function. Beginning in fiscal year 2010, this amount has been allocated to other functions.
2 In the State of Georgia, the use of the "Basic Quality Education" aid is restricted to certain functions; therefore, it is reported as program revenue, rather than as general revenue. 3 The State of Georgia added a requriement that the administration of Federal Grants be reported separately during the current and future fiscal years.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
82
Fulton County Board of Education, Georgia Changes in Net Position - Governmental Activities - Percentage of Total (Unaudited)
Last Ten Fiscal Years (accrual basis of accounting)
Exhibit IIA
Expenses: Instruction Support services: Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service operations Facilities acquisition and construction Interest and fiscal charges
Total Expenses
Program Revenues: Charges for services:
Instruction Pupil services Improvement of instructional services General administration Maintenance and operation of plant Student transportation services Food service operations Operating grants and contributions 1 Capital grants and contributions
Total Program Revenues
General Revenues: Taxes:
Property Sales Gain on disposition of capital assets Investment earnings Miscellaneous
Total General Revenues
2008
63.02%
3.08% 2.45% 1.74% 0.00% 0.27% 5.24% 1.83% 7.47% 4.38% 1.43% 1.31% 4.42% 1.70% 1.66%
100.00%
2009
61.55%
3.17% 3.02% 1.59% 0.00% 0.57% 5.39% 1.96% 7.61% 4.33% 1.41% 0.17% 4.44% 3.47% 1.35%
100.00%
2010
63.03%
3.44% 3.35% 1.66% 0.00% 0.58% 5.47% 1.46% 7.62% 4.51% 1.55% 1.92% 4.27% 0.00% 1.14%
100.00%
2011
62.62%
2.95% 2.79% 1.62% 0.00% 0.48% 5.45% 1.63% 7.40% 5.20% 1.41% 3.13% 4.37% 0.00% 0.95%
100.00%
1.23% 0.00% 0.01% 0.00% 0.04% 0.00% 3.57%
83.18% 11.97%
100.00%
2.29% 0.00% 0.01% 0.00% 0.05% 0.00% 4.00%
88.06% 5.59%
100.00%
2.10% 0.00% 0.01% 0.00% 0.07% 0.00% 4.03%
90.10% 3.69%
100.00%
1.94% 0.00% 0.00% 0.00% 0.11% 0.00% 3.52%
89.50% 4.93%
100.00%
77.13% 20.27%
0.00% 2.23% 0.37%
100.00%
80.46% 18.09%
0.00% 0.69% 0.76%
100.00%
81.29% 18.34%
0.00% 0.10% 0.27%
100.00%
76.61% 22.81%
0.00% 0.10% 0.48%
100.00%
Notes: 1 In the State of Georgia, the use of the "Basic Quality Education" aid is restricted to certain functions; therefore, it is reported as program revenue, rather than as general revenue.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
2012
64.33%
2.90% 2.93% 1.57% 0.13% 0.42% 5.39% 1.88% 7.74% 5.48% 1.45% 0.32% 4.52% 0.00% 0.96%
100.00%
2.16% 0.00% 0.00% 0.00% 0.17% 0.00% 3.86% 90.86% 2.95%
100.00%
77.11% 22.08%
0.00% 0.10% 0.70%
100.00%
2013
64.58%
2.86% 3.18% 1.71% 0.11% 0.45% 5.36% 1.73% 7.81% 5.09% 1.67% 0.20% 4.43% 0.00% 0.81%
100.00%
2014
63.61%
3.07% 3.14% 1.60% 0.11% 0.41% 5.26% 2.08% 7.98% 5.42% 2.07% 0.18% 4.36% 0.00% 0.71%
100.00%
1.69% 0.00% 0.00% 0.00% 0.13% 0.00% 3.72%
93.07% 1.39%
100.00%
1.54% 0.00% 0.00% 0.00% 0.15% 0.00% 3.44%
91.62% 3.25%
100.00%
76.69% 23.05%
0.00% 0.11% 0.16%
100.00%
75.88% 23.40%
0.01% 0.06% 0.65%
100.00%
2015
63.14%
2.92% 3.85% 1.54% 0.14% 0.39% 5.04% 1.82% 8.62% 5.24% 2.43% 0.18% 4.08% 0.00% 0.62%
100.00%
2016
59.93%
3.11% 3.85% 1.44% 0.12% 0.45% 4.67% 1.84% 12.64% 5.17% 2.11% 0.16% 4.02% 0.00% 0.48%
100.00%
2017
59.85%
3.41% 4.28% 1.45% 0.12% 0.43% 4.78% 1.47% 12.86% 4.82% 2.69% 0.05% 3.59% 0.00% 0.20%
100.00%
1.51% 0.00% 0.00% 0.00% 0.12% 0.00% 2.57%
89.03% 6.76%
100.00%
1.48% 0.00% 0.00% 0.00% 0.29% 0.00% 2.67%
92.09% 3.47%
100.00%
1.47% 0.00% 0.00% 0.00% 0.32% 0.00% 2.24%
95.37% 0.60%
100.00%
75.73% 23.68%
0.00% 0.06% 0.53%
100.00%
77.35% 21.86%
0.00% 0.12% 0.67%
100.00%
76.49% 21.94%
0.00% 0.24% 1.32%
100.00%
83
Fulton County Board of Education, Georgia Changes in Net Position - Governmental Activities - Annual Percentage Change (Unaudited)
Last Ten Years 1 (accrual basis of accounting)
Exhibit IIB
For the Fiscal Year Ended June 30,
Expenses: Instruction Support services: Pupil services Improvement of instructional services Educational media services Federal grant administration 4 General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other support services Food service operations Facilities acquisition and construction 1 Interest and fiscal charges
Total Expenses
Program Revenues: Charges for services:
Instruction Pupil services Improvement of instructional services General administration Maintenance and operation of plant Student transportation services Food service operations Operating grants and contributions2 Capital grants and contributions
Total Program Revenues
2008
2.00%
-1.42% 28.01% -2.96% 0.00% 62.46% 56.59% 83.14% 13.23% 1.46% 3.67% 878.18% 4.62% 0.00% 16.93%
9.65%
2009
0.65%
5.84% 26.94% -6.05% 0.00% 113.62% 5.97% 10.09%
5.10% 1.80% 0.96% -86.55% 3.37% 110.31% -16.34%
3.04%
2010
0.69%
6.71% 9.05% 2.78% 0.00% 0.21% -0.15% -26.55% -1.57% 2.62% 8.22% 1005.84% -5.37% -100.00% -16.60%
-1.67%
2011
-5.29%
-18.17% -20.62% -7.09%
0.00% -20.95% -5.07%
6.23% -7.39% 9.84% -13.16% 54.83% -2.38% 0.00% -20.48%
-4.68%
2012
8.20%
3.70% 10.73% 2.09% 100.00% -9.07% 4.18% 21.33% 10.06% 10.93% 8.69% -89.38% 8.80% 0.00% 6.30%
5.33%
2013
3.80%
2.00% 12.31% 13.20% -9.77% 11.84% 2.81% -4.83%
4.42% -4.03% 18.51% -34.01% 1.46% 0.00% -12.19%
3.40%
2014
-0.50%
8.42% -0.47% -5.95% -2.90% -9.02% -0.73% 21.82% 3.19% 7.72% 25.13% -11.06% -0.63% 0.00% -11.65%
1.01%
50.09% 0.00% 43.43% 0.00%
-21.51% -100.00%
-1.99%
13.67% 167.59%
21.37%
68.05% 0.00% -0.03% 0.00% 19.93% 0.00% 0.64%
-4.91% -58.10%
-10.18%
-4.34% 0.00% -18.21% 0.00% 50.53% 0.00% 5.16%
6.82% -30.98%
4.41%
-0.44% 100.00% -100.00%
0.00% 54.26% 0.00% -5.73%
7.09% 43.86%
7.80%
4.17% 6.21% 0.00% 0.00% 49.59% 0.00% 2.23%
-5.18% -44.07%
-6.60%
-20.49% -43.18%
0.00% 0.00% -21.94% 0.00% -1.65%
4.34% -52.10%
1.86%
-4.93% -100.00% 100.00%
0.00% 17.14% 0.00% -3.81%
2.39% 143.21%
4.01%
General Revenues: Taxes:
Property Sales Gain on disposition of capital assets Investment earnings Miscellaneous
8.91% 1.08% -100.00% -21.38% 0.00%
1.72% -12.99%
0.00% -69.83% 99.91%
1.72% -12.99%
0.00% -69.83% 99.91%
1.72% -12.99%
0.00% -69.83% 99.91%
-5.58% -9.17% 0.00% -6.07% 38.45%
-0.92% 3.99% 0.00% 1.90% -77.54%
1.44% 4.08% 100.00% -41.49% 320.24%
Total General Revenues
6.70%
-2.50%
-1.20%
5.59%
-6.19%
-0.37%
2.52%
Notes: 1 Includes non-capitalized charges to the facilities acquisition and construction function. 2 In the State of Georgia, the use of the "Basic Quality Education" aid is restricted to certain functions; therefore, it is reported as program revenue, rather than as general revenue.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
2015
-0.40%
-4.78% 23.22% -3.28% 25.44% -4.39% -4.00% -12.39%
8.43% -2.99% 18.01% 1.76% -6.21% 0.00% -12.41%
0.34%
5.87% 0.00% 100.00% 0.00% -8.82% 0.00% -19.31% 4.99% 125.10%
8.05%
3.31% 4.75% 100.00% -2.60% -15.39%
3.51%
2016
4.49%
17.49% 10.18% 2.66% -2.87% 28.45% 2.05% 11.22% 61.40% 8.60% -4.21% -0.12% 8.54% 0.00% -14.54%
10.09%
2017
9.48%
20.09% 21.85% 10.86% 11.03% 4.85% 12.23% -12.35% 11.48% 2.06% 39.59% -67.74% -2.08% 0.00% -54.09%
9.63%
-6.96% 0.00% 100.00% 0.00% 125.40% 0.00% -0.98%
-1.32% -51.01%
-4.60%
7.25% 0.00% 100.00% 0.00% 17.71% 0.00% -9.36%
11.68% -81.28%
7.84%
12.16% 1.38%
100.00% 136.26% 38.04%
13.67%
-1.51% -0.05% 100.00% 93.49% 97.40%
9.36%
84
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited)
June 30, 2008-2010 (modified accrual basis of accounting)
Exhibit III
General Fund Reserved Unreserved 3
At June 30,
2008
2009
2010
$ 14,383,774 $ 111,697,821
9,516,073 $
4,894,559
81,060,538
109,384,335
Subtotal General Fund General Fund Percentage Change
126,081,595 -22.7%
90,576,611 -28.2%
114,278,894 26.2%
All Other Governmental Funds 1
Reserved Unreserved
Special Revenue Funds Debt Service Fund Capital Projects Funds 2
Permanent Fund
198,689,890
5,998,281 -
(171,735,509) 3,241
108,229,147
4,216,475 -
(155,772,039) 3,245
125,151,090
3,424,967 -
(116,414,717) 3,250
Subtotal All Other Governmental Funds
All Other Governmental Funds Percentage Change
32,955,903 2.5%
(43,323,172) -231.5%
12,164,590 -128.1%
Total Governmental Funds Reserved Unreserved
Total Governmental Funds
213,073,664 (54,036,166)
117,745,220 (70,491,781)
130,045,649 (3,602,165)
$ 159,037,498 $ 47,253,439 $ 126,443,484
All Governmental Funds Percentage Change
-18.6%
-70.3%
167.6%
Notes: 1 For consistency, certain amounts have been reclassified between reserved and unreserved fund balances.
2 Beginning in fiscal year 2005, large construction contracts have been encumbered, resulting in deficit unreserved fund balances. These deficits will be eliminated as sales taxes are collected.
3 In fiscal year 2008, the School System retired early a long-term pension note payable of $38,015,118, resulting in a reduction of the unreserved fund balance.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
85
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited)
June 30, 2011-2017 (modified accrual basis of accounting)
Exhibit IIIA
General Fund Nonspendable Restricted Commited Assigned Unassigned
Subtotal General Fund
2011
2012
2013
2014
2015
2016
2017
$ 466,468 2,387,000
122,927,608 43,302,590 41,122,880
$ 466,468 2,387,000
137,713,740 19,581,128 81,229,927
$ 466,468 -
138,773,258 32,973,811 64,493,975
$ 466,468 -
151,649,185 42,448,878 44,311,932
$ 466,468 -
176,870,793 15,378,430 48,067,345
$ 6,279,778
179,416,913 25,600
58,004,665
$
434,339
178,939,216 4,030,391
54,541,953
210,206,546
241,378,263
236,707,512
238,876,463
240,783,036
243,726,956
237,945,899
General Fund Percentage Change
14.8%
-14.8%
-1.9%
0.9%
0.8%
1.2%
-2.4%
All Other Governmental Funds Nonspendable Restricted Special Revenue Funds Debt Service Fund Capital Projects Funds Unassigned (deficit)
799,998
8,734,602 47,747,552
9,111,797 (7,470,376)
794,758
10,476,174 47,975,600 117,877,856
(51,480)
1,640,485
12,421,277 25,390,779 196,195,731
-
1,997,108
13,952,681 4,356,254
215,943,538 -
2,005,970
16,726,943 4,372,369
107,644,823 -
3,043,990
17,726,822 4,373,705
69,671,474 (4,434)
2,687,938
27,590,558 -
86,827,313 (1,862,926)
Subtotal All Other Governmental Funds
All Other Governmental Funds Percentage Change1
Total Governmental Funds Nonspendable Restricted Commited Assigned Unassigned
Total Governmental Funds
58,923,573
177,072,908
235,648,272
236,249,581
130,750,105
94,811,557
115,242,883
384.4%
200.5%
33.1%
0.3%
-45%
-27%
22%
1,266,466 67,980,951 122,927,608 43,302,590 33,652,504
$ 269,130,119
1,261,226 178,716,630 137,713,740
19,581,128 81,178,447
$ 418,451,171
2,106,953 234,007,787 138,773,258
32,973,811 64,493,975
2,463,576 234,252,473 151,649,185
42,448,878 44,311,932
$ 472,355,784 $ 475,126,044
2,472,438 128,744,135 176,870,793
15,378,430 48,067,345
$ 371,533,141
9,323,768 91,772,001 179,416,913
25,600 58,000,231
$ 338,538,513
3,122,277 114,417,871 178,939,216
4,030,391 52,679,027
$ 353,188,782
All Governmental Funds Percentage Change
112.9%
55.5%
12.9%
0.6%
-21.8%
Notes:
1 This increase relates to the 2017 SPLOST Capital Projects Fund. The fund balance is being spent down as the five year program is in the first two years. Data Source: June 30, 2011 - 2017 Comprehensive Annual Financial Report.
-8.9%
4.3%
86
$500,000
$450,000
$400,000
$350,000
$300,000
$250,000
$200,000
$150,000
$100,000
$50,000
$-
General Fund Total Governmental Funds
2008 $126,082 $159,037
Fulton County Board of Education, Georgia Chart - Fund Balances - Governmental Funds Last Ten Fiscal Years (in $1,000)
Exhibit IIIA
General Fund Total Governmental Funds
2009 $90,577 $47,253
2010 $114,279 $126,443
2011 $210,207 $269,130
2012 $241,378 $418,451
2013 $236,708 $472,356
2014 $238,876 $475,126
2015 $240,783 $371,533
2016 $243,727 $338,538
2017 $237,946 $353,189
87
Revenue Source
Local : Property taxes Sales taxes Other State: 2 Federal
Total Revenues
% Change From Prior Fiscal Year
Fulton County Board of Education, Georgia General Governmental Revenues by Source (Unaudited) 1
Last Ten Fiscal Years (modified accrual basis of accounting)
Exhibit IV
2008 3
2009
2010
2011
For the Fiscal Year Ended June 30,
2012
2013 Amounts
2014
2015
2016
2017
$ 527,988,327 $ 535,295,012 $ 548,924,443 $ 535,547,654 $ 509,727,699 $
139,512,745
118,046,779
123,055,820
130,265,771
176,227,513
43,711,822
33,911,987
29,203,248
27,126,441
31,222,059
351,741,479
284,499,986
268,522,061
301,108,813
316,548,891
47,070,257
66,720,098
111,571,264
97,208,388
76,874,643
502,441,099 $ 150,788,659
27,880,909
303,328,605
75,457,622
510,144,714 $ 156,944,090
28,766,279
325,213,199
72,231,439
526,475,642 $ 561,559,842 $ 574,302,033
164,399,931
166,669,022
166,591,361
25,246,953
25,792,338
31,458,610
346,920,247
365,979,980
395,141,979
72,350,213
81,931,176
85,083,971
$ 1,110,024,630 $ 1,038,473,862 $ 1,081,276,836 $ 1,091,257,067 $ 1,110,600,805 $ 1,059,896,894 $ 1,093,299,721 $ 1,135,392,986 $ 1,201,932,358 $ 1,252,577,954
11.3%
-6.4%
4.1%
0.9%
1.8%
-4.6%
3.2%
3.9%
5.9%
4.2%
Local : Property taxes Sales taxes Other
State: 2 Federal
Total Revenues
47.6% 12.6%
3.9% 31.7%
4.2%
100.0%
51.5% 11.4%
3.3% 27.4%
6.4%
100.0%
50.8% 11.4%
2.7% 24.8% 10.3%
100.0%
Notes: 1 Includes all governmental fund types.
2 Includes on-behalf payments made by the State of Georgia that previously were reported separately.
3 Fiscal year 2008 has not been restated.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
49.1% 11.9%
2.5% 27.6%
8.9%
100.0%
45.9% 15.9%
2.8% 28.5%
6.9%
100.0%
47.4% 14.2%
2.6% 28.6%
7.2%
100.0%
46.7% 14.4%
2.6% 29.7%
6.6%
100.0%
46% 14%
2% 31%
6%
100.0%
47% 14%
2% 30%
7%
100.0%
46% 13%
3% 32%
7%
100.0%
88
Fulton County Board of Education, Georgia General Governmental Expenditures by Function (Unaudited) 1
Last Ten Fiscal Years
(modified accrual basis of accounting)
Exhibit V
For the Fiscal Year Ended June 30,
Function
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
Current: Instruction Support services: Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration
Business administration Maintenance and operation of plant Student transportation services Central support services On-behalf payments 2
Other support services Food service operations
$ 575,588,085 $ 573,471,451 $ 563,445,530 $ 532,593,377 $ 561,904,171 $ 585,213,360 $ 585,102,294 $ 597,282,656 $ 638,818,504 $ 670,009,551
29,268,201
30,689,617
32,370,220
26,537,001
26,854,503
27,493,780
30,056,079
29,193,488
35,250,892
40,992,499
23,030,610 15,327,095
2,600,032 49,128,844 17,290,413 70,562,892 39,488,799 13,474,730
12,475,276 39,889,853
29,034,897 14,120,626
5,549,527 51,745,298 18,761,543 73,586,243 39,425,457 13,392,095
1,603,955 41,015,193
31,030,192 14,203,037
5,453,414 50,600,690 13,265,477 71,003,912 38,159,608 14,215,363
18,682,904 37,421,798
24,941,220 12,923,434
4,339,130 48,358,288 14,356,686 66,229,037 41,840,321 12,325,925
28,630,437 36,540,865
26,595,855 12,707,842
1,270,482 3,875,887 48,852,080 17,120,611 71,019,509 45,543,186 13,067,630
1,810,020 38,736,561
30,027,958 14,641,714
1,146,400 4,331,536 50,565,833 16,189,417 74,523,586 47,140,124 15,742,285
1,891,205 39,373,292
29,970,884 13,632,238
1,113,189 3,939,100 50,483,119 20,065,998 77,519,407 47,376,221 19,898,700
1,747,337 39,321,479
37,929,168 13,383,328
1,430,903 3,785,883 50,115,002 17,474,678 84,153,141 45,194,130 23,832,305
1,798,697 36,857,390
42,981,915 13,983,101
1,398,027 5,057,303 52,543,982 20,183,890 81,966,192 50,792,729 23,468,858
1,852,017 40,787,220
50,655,499 14,921,099
1,478,301 5,259,483 55,602,282 17,296,856 85,150,468 51,624,947 32,096,980
536,890 39,513,986
Total Current
888,124,830
892,395,902
889,852,145
849,615,721
869,358,337
908,280,490
920,226,045
942,430,769
1,009,084,630
1,065,138,841
% Change From Prior Fiscal Year
10.6%
0.5%
-0.3%
-4.5%
2.3%
4.5%
1.3%
2.4%
7.1%
5.6%
Capital Outlay 3
190,521,757
221,781,964
83,785,468
74,603,666
103,440,578
71,538,284
145,757,911
272,433,766
202,634,541
153,392,559
% Change From Prior Fiscal Year
-11.8%
16.4%
-62.2%
-11.0%
38.7%
-30.8%
103.7%
86.9%
-25.6%
-24.3%
Debt Service Principal 4 Interest and fees
50,620,118 15,956,722
14,102,360 13,410,722
15,130,000 11,243,198
15,390,000 9,002,306
15,670,000 8,717,761
18,335,667 8,438,333
17,655,667 7,488,045
17,995,667 6,604,317
18,345,667 5,703,288
15,725,667 4,773,640
Total Debt Service
66,576,840
27,513,082
26,373,198
24,392,306
24,387,761
26,774,000
25,143,712
24,599,984
24,048,955
20,499,307
% Change From Prior Fiscal Year
128.4%
-58.7%
-4.1%
-7.5%
0.0%
9.8%
-6.1%
-2%
-2%
-15%
Total Expenditures
$ 1,145,223,427 $ 1,141,690,948 $ 1,000,010,811 $ 948,611,693 $ 997,186,676 $ 1,006,592,774 $ 1,091,127,668 $ 1,239,464,519 $ 1,235,768,126 $ 1,239,030,707
% Change From Prior Fiscal Year
9.2%
-0.3%
-12.4%
-5.1%
5.1%
0.9%
8.4%
13.6%
-0.3%
0.3%
Debt Service as a % of Noncapital Expenditures
6.9%
3.0%
2.9%
2.8%
2.7%
2.9%
2.7%
3%
2%
2%
Notes: 1 Includes all governmental fund types. 2 In fiscal years 2008 - 2010, on-behalf payments are reported in the appropriate functions. 3 Includes non-capitalized charges to the facilities acquisition and construction function.
4 In fiscal year 2008, the School System retired early a long-term pension note payable of $38,015,118.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
89
Fulton County Board of Education, Georgia General Governmental Expenditures by Function - Percentage of Total (Unaudited) 1
Last Ten Fiscal Years (modified accrual basis of accounting)
Function
Current: Instruction Support services: Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services On-behalf payments 2 Other support services Food service operations
Total Current
Capital Outlay 3
2008
2009
2010
50.3%
2.6%
2.0% 1.3% 0.0% 0.2% 4.3% 1.5%
6.2%
3.4% 1.2% 0.0% 1.1% 3.5%
77.6%
16.6%
50.2%
2.7%
2.5% 1.2% 0.0% 0.5% 4.5% 1.6%
6.4%
3.5% 1.2% 0.0% 0.1% 3.6%
78.2%
19.4%
56.3%
3.2%
3.1% 1.4% 0.0% 0.5% 5.1% 1.3%
7.1%
3.8% 1.4% 0.0% 1.9% 3.7%
89.0%
8.4%
For the Fiscal Year Ended June 30,
2011
2012
2013
56.1%
2.8%
2.6% 1.4% 0.0% 0.5% 5.1% 1.5%
7.0%
4.4% 1.3% 0.0% 3.0% 3.9%
89.6%
7.9%
56.3%
2.7%
2.7% 1.3% 0.1% 0.4% 4.9% 1.7%
7.1%
4.6% 1.3% 0.0% 0.2% 3.9%
87.2%
10.4%
58.1%
2.7%
3.0% 1.5% 0.1% 0.4% 5.0% 1.6%
7.4%
4.7% 1.6% 0.0% 0.2% 3.9%
90.2%
7.1%
Debt Service Principal 4 Interest and fees
Total Debt Service
Total Expenditures
4.4% 1.4%
5.8%
100.0%
1.2% 1.2%
2.4%
100.0%
1.5% 1.1%
2.6%
100.0%
1.6% 0.9%
2.6%
100.0%
1.6% 0.9%
2.4%
100.0%
1.8% 0.8%
2.7%
100.0%
1 Includes all governmental fund types. 2 Beginning in fiscal years 2008, on-behalf payments are reported in the appropriate functions. 3 Includes non-capitalized charges to the facilities acquisition and construction function.
4 In fiscal year 2008, the School System retired early a long-term pension note payable of $38,015,118.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
2014
53.6%
2.8%
2.7% 1.2% 0.1% 0.4% 4.6% 1.8%
7.1%
4.3% 1.8% 0.0% 0.2% 3.6%
84.3%
13.4%
1.6% 0.7%
2.3%
100.0%
2015
48.19%
2.36%
3.06% 1.08% 0.12% 0.31% 4.04% 1.41%
6.79%
3.65% 1.92% 0.00% 0.15% 2.97%
76.04%
21.98%
1.45% 0.53%
1.98%
100.00%
Exhibit V-A
2016
51.69%
2.85%
3.48% 1.13% 0.11% 0.41% 4.25% 1.63%
6.63%
4.11% 1.90% 0.00% 0.15% 3.30%
81.66%
16.40%
1.48% 0.46%
1.95%
100.00%
2017
54.08%
3.31%
4.09% 1.20% 0.12% 0.42% 4.49% 1.40%
6.87%
4.17% 2.59% 0.00% 0.04% 3.19%
85.97%
12.38%
1.27% 0.39%
1.65%
100.00%
90
Fulton County Board of Education, Georgia General Governmental Current Expenditures by Function (Unaudited) 1
Last Ten Fiscal Years
(modified accrual basis of accounting)
Exhibit VI
For the Fiscal Year Ended June 30,
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
Function
Amounts
Current: Instruction Support services: Pupil services Improvement of
instructional services Educational media services Federal grant administration General administration School administration
Business administration Maintenance and operation of plant Student transportation services Central services On-behalf payments 2 Other support services Food service operations
Total Current
$ 575,588,085 $ 573,471,451 $ 563,445,530 $ 532,593,377 $ 561,904,171 $ 585,213,360 $ 585,102,294 $ 597,282,656 $ 638,818,504 $ 670,009,551
29,268,201
30,689,617
32,370,220
26,537,001
26,854,503
27,493,780
30,056,079
29,193,488
35,250,892
40,992,499
23,030,610 15,327,095
2,600,032 49,128,844 17,290,413
29,034,897 14,120,626
5,549,527 51,745,298 18,761,543
31,030,192 14,203,037
5,453,414 50,600,690 13,265,477
24,941,220 12,923,434
4,339,130 48,358,288 14,356,686
26,595,855 12,707,842 1,270,482 3,875,887 48,852,080 17,120,611
30,027,958 14,641,714 1,146,400 4,331,536 50,565,833 16,189,417
29,970,884 13,632,238 1,113,189 3,939,100 50,483,119 20,065,998
37,929,168 13,383,328 1,430,903 3,785,883 50,115,002 17,474,678
42,981,915 13,983,101 1,398,027 5,057,303 52,543,982 20,183,890
50,655,499 14,921,099 1,478,301 5,259,483 55,602,282 17,296,856
70,562,892
73,586,243
71,003,912
66,229,037
71,019,509
74,523,586
77,519,407
84,153,141
81,966,192
85,150,468
39,488,799 13,474,730
12,475,276 39,889,853
39,425,457 13,392,095
1,603,955 41,015,193
38,159,608 14,215,363
18,682,904 37,421,798
41,840,321 12,325,925
28,630,437 36,540,865
45,543,186 13,067,630
1,810,020 38,736,561
47,140,124 15,742,285
1,891,205 39,373,292
47,376,221 19,898,700
1,747,337 39,321,479
45,194,130 23,832,305
1,798,697 36,857,390
50,792,729 23,468,858
1,852,017 40,787,220
51,624,947 32,096,980
536,890 39,513,986
$ 888,124,830 $ 892,395,902 $ 889,852,145 $ 849,615,721 $ 869,358,337 $ 908,280,490 $ 920,226,045 $ 942,430,769 $ 1,009,084,630 $ 1,065,138,841
Percentage of Total
Current: Instruction Support services: Pupil services Improvement of
instructional services Educational media services Federal grant administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services On-behalf payments 2 Other support services Food service operations
Total Current
64.8%
3.3%
2.6% 1.7% 0.0% 0.3% 5.5% 1.9%
7.9%
4.4% 1.5% 0.0% 1.4% 4.7%
100.0%
64.3%
3.4%
3.3% 1.6% 0.0% 0.6% 5.8% 2.1%
8.2%
4.4% 1.5% 0.0% 0.2% 4.6%
100.0%
63.3%
3.6%
3.5% 1.6% 0.0% 0.6% 5.7% 1.5%
8.0%
4.3% 1.6% 0.0% 2.1% 4.2%
100.0%
62.7%
3.1%
2.9% 1.5% 0.0% 0.5% 5.7% 1.7%
7.8%
4.9% 1.5% 0.0% 3.4% 4.3%
100.0%
64.6%
3.1%
3.1% 1.5% 0.1% 0.4% 5.6% 2.0%
8.2%
5.2% 1.5% 0.0% 0.2% 4.5%
100.0%
64.4%
3.0%
3.3% 1.6% 0.1% 0.5% 5.6% 1.8%
8.2%
5.2% 1.7% 0.0% 0.2% 4.3%
100.0%
63.6%
3.3%
3.3% 1.5% 0.1% 0.4% 5.5% 2.2%
8.4%
5.1% 2.2% 0.0% 0.2% 4.3%
100.0%
63.4%
3.1%
4.0% 1.4% 0.2% 0.4% 5.3% 1.9%
8.9%
4.8% 2.5% 0.0% 0.2% 3.9%
100.0%
63.3%
3.5%
4.3% 1.4% 0.1% 0.5% 5.2% 2.0%
8.1%
5.0% 2.3% 0.0% 0.2% 4.0%
100.0%
62.9%
3.8%
4.8% 1.4% 0.1% 0.5% 5.2% 1.6%
8.0%
4.8% 3.0% 0.0% 0.1% 3.7%
100.0%
Notes: 1 Includes all governmental fund types. 2 Beginning in fiscal years 2008, on-behalf payments are reported in the appropriate functions.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
91
Fulton County Board of Education, Georgia Summary of Changes in Fund Balances - (Unaudited) 1
Last Ten Fiscal Years (modified accrual basis of accounting)
Exhibit VII
Source Total Revenues
For the Fiscal Year Ended June 30,
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
$ 1,110,024,630 $ 1,038,473,862 $ 1,081,276,836 $ 1,091,257,067 $ 1,110,600,805 $ 1,059,896,894 $ 1,093,299,721 $ 1,135,392,986 $ 1,201,932,358 $ 1,252,577,954
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources (Uses) Proceeds from the
disposition of capital assets Insurance proceeds Inception of Intergovernmental agreement Transfers in Transfers out
Total Other Financing Sources (Uses)
Net Change in Fund Balances
1,145,223,427
1,141,690,948
1,000,010,811
(35,198,797)
(103,217,086)
81,266,025
948,611,693 142,645,374
997,186,676
1,006,592,774
1,091,127,668
1,239,464,519
1,235,768,126
1,239,030,707
113,414,129
53,304,120
2,172,053
(104,071,533)
(33,835,768)
13,547,247
5,001 -
2,513,869 (2,513,869)
9,706 -
48,511,578 (48,511,578)
6,889 -
45,486,549 (45,486,549)
9,568 31,153
23,942,779 (23,942,779)
25,088 247,375 35,635,000 23,400,865 (23,400,865)
378,076 222,417
14,148 (14,148)
216,659 381,548
134,926 (134,926)
171,907 306,723
30,485,044 (30,485,044)
397,617 443,523
26,014,064 (26,014,064)
724,488 378,534
18,210,034 (18,210,034)
5,001
9,706
$ (35,193,796) $ (103,207,380) $
6,889 81,272,914 $
40,721 142,686,095 $
35,907,463 149,321,592 $
600,493 53,904,613 $
598,207
478,630
2,770,260 $ (103,592,903) $
841,140 (32,994,628) $
1,103,022 14,650,269
Notes: 1 Includes all governmental fund types.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2008-2017).
92
200,000,000
Fulton County, Georgia Chart-Summary of Net Changes in Total Fund Balances (Unaudited)
Last Ten Fiscal Years (modified accrual basis of accounting)
Exhibit VIIA
150,000,000
100,000,000
50,000,000
0 2007
-50,000,000
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
-100,000,000
-150,000,000
93
Fulton County Board of Education, Georgia Taxable Assessed Value 1 and Estimated Actual Value of Property By Type (Unaudited) 2
Last Ten Fiscal Years
Exhibit VIII
Fiscal
Year
Ended June 30,3
Residential Property
Commercial Property
Industrial Property
Agricultural Property
Preferential & Conservation
Use
Property
Utility Property
Amounts Motor Vehicles
and Mobile
Homes
Other Property 4
Less: Tax Exempt
Property
Total Taxable
Assessed Value1
2008 2009 6
2010 2011 2012 2013 2014 2015 2016 2017
*
$ 17,513,264,850 $ 9,788,853,510 $ 1,259,678,540 $ 16,157,830 $ 65,098,050 $ 525,765,686 $ 1,364,774,717 $ 1,010,442 $
18,112,063,960 11,055,945,170
1,256,646,990
26,836,460
79,328,680 488,178,467 1,468,421,628
975,677
17,794,790,080 11,224,357,540
1,224,821,770
26,006,350
93,884,570 393,603,352 1,555,358,080 1,635,569
16,758,715,890 10,878,449,420
1,102,564,230
27,989,820
95,628,190 441,258,358 1,393,710,275
959,706
15,700,034,770 10,768,109,350
1,173,143,670
26,659,930
84,885,180 441,258,358 1,582,514,292
672,109
15,238,256,780 10,522,668,040
1,180,184,160
26,465,240
85,914,600 453,328,194 1,625,373,782
4,136
15,054,489,000 10,600,600,040
1,151,964,530
21,145,580
93,232,650 412,790,424 1,770,446,868
72,162
15,655,302,030 10,617,563,140
1,161,287,190
18,939,790
68,867,030 414,057,510 1,490,221,318
158,580
17,113,275,850 11,449,783,210
1,375,068,230
15,925,190
109,316,720 450,398,531
981,445,326
499,386
17,625,265,620 12,453,581,360
1,267,821,840
15,148,760
87,783,390 478,595,812
667,017,131
946,618
16,656,545,883 10,935,991,078
1,215,318,115
22,127,495
86,393,906 449,923,469 1,389,928,342
693,439
1,396,004,224 1,426,795,675
1,519,555,370 1,464,826,410 1,469,424,399 1,548,721,694 1,592,197,410 1,654,994,596 1,823,080,459 1,958,107,938 1,585,370,818
$ 29,138,599,401 31,061,601,357
30,794,901,941 29,234,449,479 28,307,853,260 27,583,473,238 27,512,543,844 27,771,401,992 29,672,631,984 30,638,052,593 29,171,550,909
**
0.6%
27.2%
0.6%
-6.2%
34.8%
-9.0%
-51.1%
-6.3%
40.3%
5.1%
Percentage of Total
2008 2009 6
2010 2011 2012 2013 2014 2015 2016 2017
57.4%
55.7% 55.1% 54.6% 52.7% 52.3% 51.7% 53.2% 54.3% 54.1%
32.1%
34.0% 34.7% 35.4% 36.2% 36.1% 36.4% 36.1% 36.4% 38.2%
4.1%
3.9% 3.8% 3.6% 3.9% 4.1% 4.0% 3.9% 4.4% 3.9%
0.1%
0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.0%
0.2%
0.2% 0.3% 0.3% 0.3% 0.3% 0.3% 0.2% 0.3% 0.3%
1.7%
1.5% 1.2% 1.4% 1.5% 1.6% 1.4% 1.4% 1.4% 1.5%
4.5%
4.5% 4.8% 4.5% 5.3% 5.6% 6.1% 5.1% 3.1% 2.0%
0.0%
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
4.8%
4.6% 4.9% 5.0% 5.2% 5.6% 5.8% 6.0% 6.1% 6.4%
95.2%
95.4% 95.1% 95.0% 94.8% 94.4% 94.2% 94.0% 93.9% 93.6%
* Dollar average for ten years. ** Percentage change in dollars over ten years.
Notes: 1 All property is assessed at 40% of fair market value.
2 Gross digest before homestead or freeport exemptions. 3 The tax year is one year prior to the fiscal year. 4 Generally includes timber, heavy equipment and historical property. 5 Tax rates expressed in rate per $1,000.
6 Fulton County completed a reassessment of the 2008 tax digest.
Data Source: Georgia Department of Revenue, Tax Digest Consolidation Summary, School, https://apps.dor.ga.gov/digestconsolidation/DisplayDigest.aspx
Total
Direct
Tax Rate 5
Estimated Actual
Value
Annual Percentage
Change
18.091 17.502
17.502 18.502 18.502 18.502 18.502 18.502 18.502 18.483
$ 72,846,498,503 77,654,003,393
76,987,254,853 73,086,123,698 70,769,633,150 68,958,683,095 68,781,359,610 69,428,504,980 74,181,579,960 76,595,131,483 72,253,551,492
11.2% 6.6%
-0.9% -5.1% -3.2% -2.6% -0.3% 0.9% 6.8% 3.3%
2.2%
5.1%
94
$35,000,000,000
Fulton County Board of Education , Georgia Chart-Taxable Assessed Value Last Ten Fiscal Years
(modified accrual basis of accounting)
$30,000,000,000
$25,000,000,000
$20,000,000,000
$15,000,000,000
$10,000,000,000
$5,000,000,000
$-
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
Fiscal Years
Exhibit VIIIA
Other Motor Vehicle and Mobile Homes Utility Cons & Pref. Use Agricultural Industrial Commercial Residential
95
Fulton County Board of Education, Georgia Direct, Overlapping, and Underlying Property Tax Rates 4 (Unaudited)
Last Ten Fiscal Years (rate per $1,000 of assessed taxable value)
Exhibit IX
For the Fiscal Year Ended June 30,
Direct-School District: Maintenance and operations 5
Debt service
2008
16.903 1.188
2009
16.403 1.099
2010
17.502 -
2011
18.502 -
2012
18.502 -
2013
18.502 -
Total Direct-School District
Overlapping: 1 Fulton County Debt service State of Georgia3
18.091
17.502
10.281 0.250
10.281 0.250
17.502
10.281 0.250
18.502
10.281 0.250
18.502
10.281 0.270 0.250
18.502
10.281 0.270 0.200
Total Overlapping
Underlying:2, 6
City of Alpharetta City of College Park City of Chattahoochee Hills City of East Point City of Fairburn City of Hapeville City of John's Creek City of Milton City of Mountain Park City of Palmetto City of Roswell City of Sandy Springs City of Union City
10.531
10.531
10.531
10.531
10.801
10.751
6.248 9.560
14.750
5.000 16.610
11.780 4.500 5.657 4.731 9.500
5.750 9.560 5.659 14.750 5.000 16.610 4.614 4.731 11.780 8.500 5.455 4.731 9.500
5.750 9.560
14.750
5.000 16.610
4.614 4.731 11.780 8.450 5.455 4.731 9.500
5.750 11.560
14.750
7.500 16.610
4.614 4.731 11.780 8.450 5.455 4.731 9.500
5.750 11.560
13.750
9.930 16.610
4.614 4.731 10.780 8.450 5.455 4.731 10.238
5.750 12.619
15.000
9.980 16.610
4.614 4.731 10.780 8.500 5.455 4.731 10.599
Notes: 1 Overlapping rates are those of governments that overlap the School District's geographic boundaries. 2 Underlying rates are those of the cities that apply to property owners located within Fulton County.
3 The State of Georgia levies one fifthteenth of one mill on each county's taxable property to help finance their certification of each Georgia county's tax digest.
4 The tax year is one year prior to the fiscal year. 5 The legal limit is 25 mills. 6 Although located within Fulton County, the City of Atlanta operates their own school district, therefore, their tax rates are not applicable to taxpayers of the School District.
7 Does not reflect any CID rates
2014
18.502 -
18.502
10.211 0.270 0.150
10.631
5.750 10.619 10.952 15.000
8.100 16.610
4.614 4.731 10.780 8.500 4.464 4.731 13.178
2015
18.502 -
18.502
11.781 0.270 0.100
12.151
5.750 12.619 10.958 15.000
9.820 16.610
4.614 4.731 13.330 8.500 5.455 4.731 15.692
2016
18.502 -
18.502
10.480 0.270 0.050
10.800
5.750 12.619 10.958 15.000
9.730 16.610
4.610 4.731 13.220 8.500 5.455 4.731 15.692
2017
18.483 -
18.483
10.450 0.250 0.050
10.750
5.750 12.619 10.958 15.000
9.566 16.440
4.860 5.052 12.880 8.500 5.455 4.731 16.425
Data Source: Georgia Department of Revenue, Property Tax Division, http://www.etax.dor.ga.gov/PTD/cds /csheets/millrate.aspx
96
Fulton County Board of Education, Georgia
Comparison of Metropolitan Atlanta School Districts 2016 Property Tax Rates 1, 2 (Unaudited) For the Fiscal Year Ended June 30, 2017 (rate per $1,000 of assessed taxable value)
Exhibit X 2017
School District
Levied For:
Maintenance
Debt
and Operations Service
Total
Rockdale County DeKalb County Gwinnett County Atlanta City Douglas County Clayton County Cobb County Fulton County Marietta City
25.320 23.280 19.800 21.740 19.750 19.095 18.900 18.483 17.970
2.050 0.025 1.200 -
25.320 23.280 21.850 21.765 20.950 19.095 18.900 18.483 17.970
Notes: 1 The tax year is one year prior to the fiscal year.
Data Source:
2 Georgia Department of Revenue, Property Tax Division,https://dor.georgia.gov/sites/dor.georgia.gov/files/related_files/document/LGS/Property%20Tax%20Digest/Mill_Rates/2017%20mill%20r ates.pdf https://www.fultonschools.org/en/divisions/sup/comm/Pages/FY2017%20Budget%20Facts%20v3.pdf http://www.mdjonline.com/news/marietta-tax-rate-stays-the-same-but-residents-could-pay/article_a54853fe-7250-11e7-afb6-5bc4b58f46ed.html http://www.ajc.com/news/local-education/atlanta-school-board-adopts-millage-rate/A6uhyEmcteqktfVftZYfEM/
97
Fulton County Board of Education, Georgia
Property Tax Levies and Collections (Unaudited)
Last Ten Fiscal Years
Exhibit XI
For The Fiscal Year
Ended June 30,
Taxes Levied for the
Fiscal Year
Collected Within the
Fiscal Year of The Levy
Percentage
Amount
of Levy
Collections in Subsequent
Years
Total Collections to Date
Percentage
Amount
of Levy
2008
$ 492,559,000 $ 477,881,000
97.02% $ 14,678,000 $ 492,559,000
2009
508,447,472
466,717,804
91.79%
41,729,668
508,447,472
2010
542,106,027
485,963,186
89.64%
55,024,101
540,987,287
2011
540,834,806
483,165,811
89.34%
56,325,164
539,490,975
2012
523,697,428
465,926,520
88.97%
56,524,422
522,450,942
2013
508,967,500
452,454,925
88.90%
55,144,706
507,599,631
2014
514,596,233
475,894,191
92.48%
37,118,175
513,012,366
2015
517,336,359
513,092,158
99.18%
2,837,693
515,929,850
2016
516,227,858
513,843,278
99.54%
32,986
513,876,264
2017
521,686,581
519,670,742
99.61%
-
519,670,742
Notes:
1 The lower percentage of taxes collected in 2009 fiscal year relates to a large amount of tax appeals as a result of the change
in methodology of assessing commercial property and a recessionary economy.
100.00% 100.00%
99.79% 99.75% 99.76% 99.73% 99.69% 99.73% 99.54% 99.61%
Data Source: Fulton County Tax Comissioner's Office.
Total
Uncollected Taxes
Percentage
Amount
of Levy
1,118,740 1,343,831 1,246,486 1,367,868 1,583,867 1,406,509 2,351,594 2,015,839
0.00% 0.00% 0.21% 0.25% 0.24% 0.27% 0.31% 0.27% 0.46% 0.39%
98
Fulton County Board of Education, Georgia Principal Property Taxpayers (Unaudited)
Fiscal Years Ended June 30, 2017 and 2008 2
Exhibit XII
Principal Taxpayer
2017
Taxable Assessed Value 1
Rank
Percentage of Total Taxable Assessed
Value
Principal Taxpayer
Development Authority of Fulton County AT&T Delta Airlines BRE COH GA LLC Sanctuary Park Realty Coca Cola Company REJV Concourse Atlanta LLC Cousins NorthPark 500/600 LLC G G P NorthPoint Inc Cox Enterprises
Total Principal Taxpayers
All Other Taxpayers
Total
$
496,064,659
1
167,954,553
2
125,201,950
3
92,774,920
4
90,228,510
5
89,618,470
6
86,246,000
7
72,973,730
8
70,573,680
9
47,275,870
10
1,338,912,342
28,333,719,642
$ 29,672,631,984
1.67% 0.57% 0.42% 0.31% 0.30% 0.30% 0.29% 0.25% 0.24% 0.16%
4.51%
95.49%
100.00%
Bell South Communicatins Development Authority of Fulton County AT&T Georgia Power Coca Cola Company Delta Airlines Concourse Associates Post Apartment Homes Four eight Five Properties Cousins Properties
Total Principal Taxpayers
All Other Taxpayers
Total
Notes: 1 The taxable assessed value excludes the City of Atlanta, which has its own school district.
2 The tax year is one year prior to the fiscal year.
Data Source: Fulton County Tax Assessor's Office
2008
Taxable
Assessed Value 1
$
10,675,031
9,240,915
5,862,305
5,277,102
4,591,269
2,944,446
2,704,137
2,689,116
2,644,591
1,840,804
48,469,716
29,090,129,685
$ 29,138,599,401
Rank
1 2 3 4 5 6 7 8 9 10
Percentage of Total Taxable Assessed Value
0.04% 0.03% 0.02% 0.02% 0.02% 0.01% 0.01% 0.01% 0.01% 0.01%
0.17%
99.83%
100.00%
99
Fulton County Board of Education, Georgia
Direct, Overlapping, and Underlying Sales Tax Rates (Unaudited)
Last Ten Fiscal Years
Exhibit XIII
For The Fiscal Year
Ended
Direct School District
ESPLOST 1
State of Georgia
Overlapping Fulton County2
MARTA3
Underlying Various Cities4
Total Direct, Overlapping
and Underlying Rates
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00%
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00%
Notes: 1 An education special purpose local option sales tax (ESPLOST) was approved November 11, 2011 and is effective January 1, 2012 and expires June 30, 2017. These taxes will be used towards the cost of acquiring, constructing, equipping and upgrading various school facilities and improvements and to repay principal and interest on outstanding School District bonded indebtedness.
2 The one-percent local option sales tax was approved by referendum October 1, 1987 and is effective indefinitely. The County is required to reduce their property tax millage rate in the current fiscal year by the amount of these taxes collected in the prior fiscal year. 3 This sales tax rate is levied in counties in the Metropolitan Atlanta Rapid Transit Authority (MARTA) district which have a service contract with MARTA, currently Fulton and DeKalb counties.
4 Some incorporated areas within the County also levy the one-percent local option sales tax.
Data Source: Georgia Department of Revenue, Sales and Use Tax Division, http://www.etax.dor.ga.gov/IndTax_SalesTax.aspx
100
Fulton County Board of Education, Georgia Sales Taxes by Group (Unaudited) 2
Calendar Years 2008 - 2016 1
Exhibit XIV
NAICS codes:4
By Group
General merchandise
Food/bars
Manufacturing
Utilities
Other retail
Wholesale
Automotive Home furnishings Miscellaneous services Other services Accommodations Construction SIC codes: 5
Food
Automotive
General merchandise
Utilities
Lumber, building and contractors
Home furnishing and equipment
Miscellaneous
Manufacturing
Miscellaneous service
Apparel
Total Taxable Sales
2008
Amount
%
2009 Amount
2010
%
Amount
$
-
-
-
-
-
-
-
-
-
-
-
-
47,392,157 24,444,920 24,271,716 23,977,263 12,054,208 25,603,812 26,058,863 8,452,155 31,451,920 9,584,762
$ 233,291,777
- $ 16,232,562
-
27,424,757
-
8,681,075
-
9,438,093
-
16,732,759
-
7,679,644
-
8,740,443
-
10,807,468
-
19,949,730
-
1,589,193
-
6,482,739
-
1,066,196
20.31% 10.48% 10.40% 10.28% 5.17% 10.98% 11.17% 3.62% 13.48% 4.11%
17,343,673 7,989,309 9,423,384 9,315,147 3,617,654 8,503,182 10,959,519 2,317,149 8,995,589 3,679,250
100.00% $ 216,968,515
7.48% $ 12.64%
4.00% 4.35% 7.71% 3.54% 4.03% 4.98% 9.19% 0.73% 2.99% 0.49%
27,467,089 43,489,917 12,447,497 15,516,232 28,680,933 14,921,503 14,541,053 17,984,958 24,842,900 3,161,945 11,134,572
1,508,165
7.99%
-
3.68%
-
4.34%
-
4.29%
-
1.67%
-
3.92%
-
5.05%
-
1.07%
-
4.15%
-
1.70%
-
100.00% $ 215,696,765
Total percentage change
-3.9%
-7.0%
-0.6%
Notes: 1 Only Nine years of data is available. 2 Information only available for the total Fulton County, which includes the City of Atlanta which is not within the boundaries of the School District. 3 Beginning in May 2009, the Georgia Department of Revenue changed their sales classifications.
4 North American Industry Classification System (NAICS) 5 Standard Industrial Classification (SIC)
2011
%
Amount
%
2012
Amount
%
2013
Amount
%
2014
Amount
%
2015
Amount
%
2016 Amount
12.73% $ 20.16%
5.77% 7.19% 13.30% 6.92% 6.74% 8.34% 11.52% 1.47% 5.16% 0.70%
26,344,143 43,788,988 11,876,878 13,822,103 28,304,008 19,717,692 16,949,228 18,723,733 26,404,200
5,703,393 11,069,356
1,129,538
11.77% $ 19.56% 5.31% 6.18% 12.65% 8.81% 7.57% 8.37% 11.80% 2.55% 4.95%
0.50%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
100.00% $ 223,833,260 100.00% $
3.8%
26,328,973 43,767,082 11,962,354 13,824,428 28,155,154 19,616,050 17,197,090 18,738,897 26,408,555
5,159,181
11,055,983 1,157,264
11.79% 19.59% 5.36% 6.19% 12.60% 8.78% 7.70% 8.39% 11.82% 2.31%
4.95% 0.52%
$ 29,048,800 48,469,044 13,031,405 14,564,172 27,439,327 22,707,086 9,620,779 19,541,968 31,678,693 5,738,590 11,068,488 1,813,022
-
223,371,010
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
100.00% $ 234,721,374
-0.2%
5.1%
12.38% $ 24,570,832
20.65%
43,253,980
5.55%
11,964,800
6.20%
10,842,006
11.69%
24,263,037
9.67%
20,939,637
4.10%
4,928,171
8.33%
17,419,894
13.50%
27,825,915
2.44%
4,463,270
4.72%
11,034,679
0.77%
1,952,924
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
100.00% $ 203,459,143
-13.3%
12.08% $ 21.26%
5.88% 5.33% 11.93% 10.29% 2.42% 8.56% 13.68% 2.19% 5.42% 0.96%
31,685,889 55,524,224 14,846,431 16,508,236 30,114,057 22,684,701
5,767,296 21,908,211 33,213,515
6,097,270 14,170,552
2,517,616
12.42% $ 54,042,964
21.77%
103,864,685
5.82%
24,063,825
6.47%
26,640,986
11.81%
53,610,092
8.89%
38,156,007
2.26%
10,941,256
8.59%
38,776,037
13.02%
58,775,275
2.39%
11,995,143
5.56%
25,356,191
0.99%
5,062,146
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
100.00% $ 255,037,999
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
0.00%
-
100.00% $ 451,284,607
25.4%
76.9%
%
11.98% 23.02%
5.33% 5.90% 11.88% 8.45% 2.42% 8.59% 13.02% 2.66% 5.62% 1.12%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
100.00%
Data Source: Georgia Department of Revenue https://dor.georgia.gov/documents/sales-tax-commodity-report
101
Fulton County Board of Education, Georgia
Ratios of Total Debt Outstanding by Type (Unaudited)
Last Ten Fiscal Years
Exhibit XV
June 30,
General
Obligation Bonds 1
Governmental Activities
Intergovernmental Agreements
Total
Percentage
of Personal Income 2
Estimated Population 2
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
$ 178,755,000 $ 164,890,000 149,760,000 134,370,000 118,700,000 102,740,000 87,460,000 71,840,000 55,870,000 42,520,000
-$ 35,635,000 33,259,333 30,883,666 28,507,999 26,132,332 23,756,665
178,755,000 164,890,000 149,760,000 134,370,000 154,335,000 135,999,333 118,343,666 100,347,999
82,002,332 66,276,665
0.003% 0.003% 0.003% 0.003% 0.003% 0.002% 0.002% 0.002% 0.000% 0.000%
1,014,932 1,033,756 920,581 949,599 977,773 984,293 996,319 1,008,275 1,010,562 1,023,336
Data Sources: 1 Applicable fiscal years' annual financial report (2006-2007), applicable fiscal years' Comprehensive Annual Financial Report (2008-2017). 2 Schedule XVIII
3 Schedule VIII Notes: General obligation bonds are repaid through SPLOST Funds and not from property taxes.
Debt Per
Capita
176 160 163 142 158 138 119 100
81 65
102
Fulton County Board of Education, Georgia Underlying, Overlapping, and Direct Governmental Activities Debt (Unaudited) 4
Jume 30, 2017
Exhibit XVI
Governmental Unit
Underlying Debt2, 3 City of Alpharetta, City of Hapeville City of Roswell City of Union City City of East Point Building Authority City of Atlanta and Fulton County Recreation Authority Fulton County Library Bonds Fulton County Urban Redevelopment Agency College Park Business and Industrial Development Authority
Total Underlying Debt
Overlapping Debt:3 Fulton-DeKalb Hospital Authority Revenue Refunding Certificates Series 2012
Debt Outstanding
Estimated
Percentage Applicable 1
$ 94,330,000 12,925,000 11,409,238 10,179,160 55,008,693
108,215,000 143,880,673
21,291,000
210,000
100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%
100.0%
99,330,000
100.0%
Total Overlapping Debt:
School District Direct Debt4 General Obligation Bonds
School District Contractual Obligations City of Union City Georgia, Revenue Bonds (Fulton County School District Project)
Total Direct Debt
Total Underlying, Overlapping and Direct Debt
42,520,000 23,756,665
100.0% 100.0%
Notes: 1 Applicable percentages were estimated by determining the portion of another government unit's assessed value that is within the County's geographic boundaries and dividing it by each government's total assessed valuation. 2 Underlying governments are those that coincide, at least in part, with the geographic boundaries of the County.
3 In most instances, this information is presented at December 31, 2016 or June 30, 2017, as the most current information available.
Data Source: 4 Fulton County, Georgia, December 31, 2016 Comprehensive Annual Financial Report.
Estimated Share of Overlapping
Debt
$ 94,330,000 12,925,000 11,409,238 10,179,160 55,008,693
108,215,000 143,880,673
21,291,000 210,000
457,448,764
99,330,000
99,330,000
42,520,000
23,756,665 66,276,665 $ 623,055,429
103
Fulton County Board of Education, Georgia Legal Debt Margin (Unaudited)
Last Ten Fiscal Years
Exhibit XVII
Assessed Value 1
June 30,
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
$ 29,138,599,401 $ 31,061,601,357 $ 30,794,901,941 $ 29,234,449,479 $ 28,307,853,260 $ 27,583,473,238 $ 27,512,543,844 $ 27,771,401,992 $ 29,672,631,984 $ 30,638,052,593
Legal Debt Margin
Debt limit (10% of assessed value)2
$ 2,913,859,940 $ 3,106,160,136 $ 3,079,490,194 $ 2,923,444,948 $ 2,830,785,326 $ 2,758,347,324 $ 2,751,254,384 $ 2,777,140,199 $ 2,967,263,198 $ 3,063,805,259
Debt applicable to limit: 2
General obligation bonds Less: Amount reserved for
repayment of general obligation debt
178,755,000 15,934,496
164,890,000 44,855,494
149,760,000 47,441,152
134,370,000 47,474,552
118,700,000 47,975,600
102,740,000 25,390,779
87,486,000 4,356,254
71,480,000 4,372,369
55,870,000 5,786,949
42,520,000 4,402,869
Total debt applicable to limit
162,820,504
120,034,506
102,318,848
86,895,448
70,724,400
77,349,221
83,129,746
67,107,631
50,083,051
38,117,131
Legal Debt Margin
$ 2,751,039,436 $ 2,986,125,630 $ 2,977,171,346 $ 2,836,549,500 $ 2,760,060,926 $ 2,680,998,103 $ 2,668,124,638 $ 2,710,032,568 $ 2,917,180,147 $ 3,025,688,128
Total net debt applicable to the limit as a % of the debt limit
5.59%
3.86%
3.32%
2.97%
2.50%
2.80%
3.02%
2.42%
1.69%
1.24%
Notes: 2 Under Article 9, Section 5, Paragraph 1 of the State of Georgia Constitution, the School District's outstanding general obligation debt should not exceed 10% of the assessed value of the taxable property located within the School District.
Data Source: 1 Exhibit VIII.
https://www.fultonschools.org/en/divisions/finserv/FY17%20Budget%20Documents/FY17%20Budget%20Markup%201.pdf
104
Fulton County Board of Education, Georgia Demographic and Economic Statistics (Unaudited)
Last Ten Calendar Years
Exhibit XVIII
Year
Population 1
(thousands
of dollars) Personal Income 2
Per Capita
Personal Income
County 3
County as a % of U.S. 3
Median Age 4
Unemployment Rate 8
State of
County 5
Georgia 6
United States 7
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
1,014,932 $ 528,883,663 $
1,033,756
48,952,940
920,581
48,733,047
949,599
53,234,047
977,773
56,258,497
984,293
57,210,067
996,319
58,488,140
1,008,275
59,774,879
1,010,562
65,686,096
1,023,336
58,541,983
53,579 50,474 55,438 57,451 57,537 58,112 58.704 59.284 65.000 57.207
146% 140% 139% 130% 130% 130% 130% 130% 130% 130%
N/A
6.2%
6.3%
N/A
10.5%
10.4%
35.2
10.2%
10.3%
35.2
10.2%
10.4%
35.2
9.3%
8.9%
35.2
8.6%
8.3%
35.2
7.5%
7.8%
35.2
6.0%
6.1%
35.2
5.4%
5.2%
35.2
4.3%
4.3%
5.6% 9.5% 9.4% 9.1% 8.2% 7.5% 6.1% 5.3% 4.9% 4.1%
Data Sources: 1 2008- 2017 - Fulton County, Georgia June 30, 2017 estimated by management 2 2008- 2017 - Fulton County, Georgia June 30, 2017 estimated by management
3 Personal income divided by population
4 Estimated by management
5 U.S. Department of Labor, Bureau of Labor Statistics, months of June, Atlanta, Sandy Springs, Marietta, GA, Metropolitan Statistical Area http://data.bls.gov/cgi-bin/surveymost?la+13 6 U.S. Department of Labor, Bureau of Labor Statistics, months of June, State of Georgia Statistical Area http://data.bls.gov/cgi-bin/surveymost?la+13 7 U.S. Department of Labor, Bureau of Labor Statistics, http://data.bls.gov/PDQ/servlet/SurveyOutputServlet?data_tool=latest_numbers&series_id=LNS14000000
8 The substantial increase in the unemployment rates in 2009 relates to the nationwide recession. N/A - Not Available
https://datausa.io/profile/geo/fulton-county-ga/ https://www.census.gov/quickfacts/fact/table/fultoncountygeorgia/PST045216 https://fred.stlouisfed.org/series/GAFULT1URN https://fred.stlouisfed.org/series/GAUR https://data.bls.gov/timeseries/LNS14000000
105
Fulton County Board of Education, Georgia
Principal Employers (Unaudited)
For the Fiscal Years Ended June 30, 2017 and 2009
Exhibit XIX
Employer
2017*
Percentage
Number of
of County
Employees** Employment ***
Delta Air Lines Emory University/Emory Healthcare The Home Depot WellStar Health System AT&T UPS Northside Hospital Piedmont Healthcare Marriott International
Publix Super Markets
31,699 26,026 25,000 20,000 17,000 16,231 14,577 12,906 12,000
9,755
3.10% 2.54% 2.44% 1.95% 1.66% 1.59% 1.42% 1.26% 1.17%
0.95%
*Information is not available for the School District exclusively. Information presented for Fulton County, Georgia.
**From the Atlanta Business Chronical Book of Lists, within 29 Metro-Atlanta county area dated 12/25/2015; these statistics could include employees working in areas outside Fulton County.
***Georgia Departmetn of Labor statistic for average employment-Fulton County 3rd qtr 2015 was 717,577.
Employer
Delta Airlines Bellsouth Corporation United States Postal Service Fulton County School System IBM Corporation Kroger Company Lucent Technology United Parcel Service Atlanta City Municipal Government Sun Trust Bank
Employees
2009 Percentage of County
Employment **
28,412 22,041 12,000
9,433 8,500 7,800 7,600 7,298 6,820 6,754
4.87% 3.78% 2.06% 1.62% 1.46% 1.34% 1.30% 1.25% 1.17% 1.16%
* From the Metro Atlanta Chamber Of Commerce publication "Atlanta's Top ** August 2006 Fulton County employment was reported as 449,855 per Georgia Dept. of Labor
106
Function
Instruction Pupil services Improvement of instructional services Educational media services Federal Grants Administration General administration School administration Business administration Maintenance and operation of plant Student transportation services Central services Other supporting services Food service operations Facilities acquisition and construction
Total
Percentage Change From Prior Fiscal Year
Fulton County Board of Education, Georgia Employees by Function (Unaudited) Last Ten Fiscal Years
Exhibit XX
2008
9,113 406 148 206 14 256 75 709 891 108 24 873 3
12,826
4.8%
2009
8,667 387 229 204 17 698 94 788 929 103 26 873 3
13,018
2010
8,545 384 250 214 20 686 97 755 980 102 31 903 3
12,969
Fiscal Year Ended June 30,
2011
2012
2013
2014
7,972 319 211 192 19 686 104 679 954 107 46 731 5
7,802 328 237 190 2 11 692 108 665 954 98 43 726 5
8,107 335 189 196 8 13 703 117 652 942 118 3 835 18
7,947 340 305 196 11 13 705 107 673 945 119 46 876 24
12,025 11,861 12,236 12,307
2015
7,944 351 330 196 11 14 708 107 692 945 121 47 876 26
12,368
2016
8,228 374 368 209 10 13 768 119 698 942 240 48 520 24
12,563
1.5%
-0.4%
-7.3%
-1.4%
3.2%
0.6%
0.5%
1.6%
2017
8,389 472 392 212 16 14 776 119 682 962 245 6 447 26
12,759
1.6%
107
Fulton County Board of Education, Georgia Teachers' Salaries
Last Ten Fiscal Years
Exhibit XXI
Fiscal
Year
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
School District's Minimum Salary 1
Minimum
State Salary 2, 3
School District's % of State Minimum 3
$ 39,252 $ 30,816
40,224
31,586
39,132
31,586
39,132
31,586
39,132
31,586
39,132
31,586
40,308
31,586
40,308
31,586
41,916
31,586
44,016
31,586
127.4% 127.3% 123.9% 123.9% 123.9% 123.9% 127.6% 127.6% 132.7% 139.4%
School District's Maximum Salary 1
$ 81,648 83,688 83,688 83,688 83,688 83,688 86,196 83,844 89,640 94,128
School District's Average Salary 1
Statewide
Average Salary 3
$
60,450 $
51,466
61,956
52,823
61,410
52,823
61,410
52,823
61,410
52,871
61,410
52,871
63,252
52,871
62,076
50,950
75,008
52,800
65,386
52,880
School District's % of State Average 3
117.5% 117.3% 116.3% 116.3% 116.1% 116.2% 119.6% 121.8% 142.1% 123.6%
Data Source: 1 School System records. 2 Georgia Department of Education, http://www.doe.k12.ga.us/fbo_budget.aspx. 3 Georgia Governor's Office of Achievement.
108
School Elementary
Abbotts Hill(2000) Square Feet Capacity Enrollment
Alpharetta(1956) Square Feet Capacity Enrollment
Barnwell(1987) Square Feet Capacity Enrollment
Bethune(1968) Square Feet Capacity Enrollment
Birmingham Falls(2009) Square Feet Capacity Enrollment
Brookview(1972) Square Feet Capacity Enrollment
Campbell(1996) Square Feet Capacity Enrollment
Cliftondale(2009) Square Feet Capacity Enrollment
Cogburn Woods(2004) Square Feet Capacity Enrollment
College Park(1965) Square Feet Capacity Enrollment
College Park (2014) Square Feet Capacity Enrollment
Conley Hills(1953) Square Feet Capacity Enrollment
Crabapple Xing(1992) Square Feet Capacity Enrollment
Creek View(2001) Square Feet Capacity Enrollment
Dolvin(1979) Square Feet Capacity
2008
108,426 850 767
101,655 775 707
88,460 650 730
78,004 575 672
-
77,949 525 575
131,594 900 936
-
116,284 850 950
100,615 500 355
-
101,096 700 592
106,855 800 851
114,428 850
1,012
131,944 1,025
2009
108,426 850 794
101,655 775 696
88,460 650 728
78,004 575 697
-
77,949 525 611
131,594 900 900
-
116,284 850 918
100,615 500 370
-
103,296 700 549
106,855 800 870
114,428 850 978
131,944 1,025
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010
2011
2012
2013
108,426 850 832
101,655 775 719
88,460 650 752
106,004 850 693
116,824 850 766
77,949 525 537
131,594 900 861
109,312 850 839
116,284 850
1,027
100,615 500 351
-
103,296 700 538
106,855 800 762
114,428 850 969
131,944 1,025
108,426 850 779
115,655 900 687
122,429 850 779
107,066 825 755
117,137 850 742
86,193 550 487
130,445 900 897
117,137 850 843
127,084 850 921
100,615 475 276
-
98,590 700 491
106,855 800 735
118,028 850 952
139,144 1,050
108,426 850 792
115,655 900 659
122,429 850 801
107,066 825 740
117,137 850 721
86,193 550 426
130,445 900 800
117,137 850 842
127,084 850 936
-
-
98,590 700 478
106,855 800 730
118,028 850 994
139,144 1,050
108,426 850 752
115,655 900 616
122,429 850 798
107,066 825 733
117,137 850 663
86,193 550 467
130,445 900 817
117,137 850 788
127,084 850 941
-
-
98,590 700 496
106,855 800 758
118,028 850 1,014
139,144 1,050
Exhibit XXII
2014
2015
2016
2017
108,426 850 752
115,655 900 581
122,429 850 813
107,066 825 742
117,137 850 760
86,193 550 515
130,445 900 871
117,137 850 876
127,084 850 920
-
-
98,590 700 514
106,855 800 780
118,028 850 1,000
139,144 1,050
108,426 850 753
115,655 900 575
122,429 850 799
107,066 825 747
117,137 850 732
86,193 550 557
130,445 900 882
117,137 850 884
127,084 850 915
-
-
98,590 700 476
106,855 800 786
118,028 850 976
139,144 1,050
108,426 850 753
115,655 900 575
122,429 850 799
107,066 825 747
117,137 850 732
86,193 550 557
130,445 900 882
117,137 850 884
127,084 850 915
-
-
98,590 700 476
106,855 800 786
118,028 850 976
139,144 1,050
108,426 850 701
116,761 900 555
121,862 850 783
107,066 825 750
117,137 850 738
78,993 550 510
130,445 900 849
117,137 850 717
116,284 850 892
-
124,612 850 879
98,590 700 649
106,855 800 762
114,428 850 888
146,640 1,050
109
School Enrollment
Dunwoody Springs(2000) Square Feet Capacity Enrollment
Feldwood(2010) Square Feet Capacity Enrollment
Findley Oaks(1994) Square Feet Capacity Enrollment
Gullatt(1976) Square Feet Capacity Enrollment
Hapeville(1939) Square Feet Capacity Enrollment
Heards Ferry(1970) Square Feet Capacity Enrollment
Heards Ferry(2015) Square Feet Capacity Enrollment
Hembree Springs(2001) Square Feet Capacity Enrollment
Heritage(2000) Square Feet Capacity Enrollment
High Point(1961) Square Feet Capacity Enrollment
Asa G. Hilliard (2015) Square Feet Capacity Enrollment
Hillside(2001) Square Feet Capacity Enrollment
Hamilton E. Holmes(2003) Square Feet Capacity Enrollment
Ison Springs(2009) Square Feet Capacity Enrollment
Esther Jackson(1975) Square Feet Capacity
2008 933
114,428 850 850
-
122,849 875 836
76,857 500 553
130,000 800 673
85,394 625 591
-
114,428 850 788
108,426 850 949
108,015 850 816
-
114,428 850 725
128,253 950 654
-
91,109 625
2009 970
114,428 850 898
-
122,849 875 812
76,857 500 539
130,000 800 691
85,394 625 400
-
114,428 850 815
108,426 850
1,041
108,015 850 613
-
114,428 850 719
128,253 950 652
-
91,109 625
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 979
114,428 850 677
-
122,849 875 801
76,857 500 566
130,000 800 744
85,394 625 489
-
114,428 850 746
108,426 850 915
108,015 850 638
-
114,428 850 828
128,253 950 649
126,320 850 659
91,109 625
2011 962
114,428 850 735
117,137 875 793
118,017 875 759
77,994 525 269
121,516 825 747
84,380 625 564
-
114,428 850 812
110,972 875 738
108,015 850 730
-
121,628 850 739
124,307 950 452
126,612 850 697
109,702 625
2012 917
114,428 850 711
117,137 875 669
118,017 875 707
77,994 525 474
121,516 825 641
84,380 625 609
-
114,428 850 775
110,972 875 668
108,015 850 809
-
121,628 850 721
124,307 950 748
126,612 850 623
109,702 625
2013 926
114,428 850 756
117,137 875 743
118,017 875 699
77,994 525 503
121,516 825 657
84,380 625 645
-
114,428 850 785
110,972 875 697
108,015 850 869
-
121,628 850 721
124,307 950 880
126,612 850 729
109,702 625
Exhibit XXII
2014 897
114,428 850 723
117,137 875 812
118,017 875 727
77,994 525 457
121,516 825 715
84,380 625 680
-
114,428 850 812
110,972 875 815
108,015 850 870
-
121,628 850 700
124,307 950 921
126,612 850 762
109,702 625
2015 878
114,428 850 677
117,137 875 864
118,017 875 678
77,994 525 503
121,516 825 722
84,380 625 698
-
114,428 850 826
110,972 875 770
108,015 850 794
-
121,628 850 691
124,307 950 818
126,612 850 788
109,702 625
2016 878
114,428 850 677
117,137 875 864
118,017 875 678
77,994 525 503
121,516 825 722
84,380 625 698
-
114,428 850 826
110,972 875 770
108,015 850 794
-
121,628 850 691
124,307 950 818
126,612 850 788
109,702 625
2017 856
114,428 850 596
117,137 875 786
118,017 875 640
77,994 525 529
121,516 825 702
-
134,561 925 724
114,428 850 641
110,972 875 673
108,015 850 761
125,924 850 704
114,428 850 511
124,307 950 767
123,612 850 642
-
110
School Enrollment
Esther Jackson(2016) Square Feet Capacity Enrollment
Lake Forest(2008) Square Feet Capacity Enrollment
Lake Windward(1989) Square Feet Capacity Enrollment
Seaborn Lee(1970) Square Feet Capacity Enrollment
S.L. Lewis(1973) Square Feet Capacity Enrollment
Liberty Point(2002) Square Feet Capacity Enrollment
Manning Oaks(1998) Square Feet Capacity Enrollment
Medlock Bridge(1990) Square Feet Capacity Enrollment
Mimosa(1968) Square Feet Capacity Enrollment
Mt. Olive(1960) Square Feet Capacity Enrollment
Mountain Park(1973) Square Feet Capacity Enrollment
New Prospect(1994) Square Feet Capacity Enrollment
Love T. Nolan(1975) Square Feet Capacity Enrollment
Northwood(1996) Square Feet Capacity Enrollment
Oak Knoll(1963) Square Feet Capacity
2008 662
-
-
114,250 875 877
81,397 575 607
88,810 675 744
114,428 850 786
108,429 850 943
106,855 825 702
104,451 725 808
89,256 725 505
93,980 775 803
110,973 825 638
85,182 600 768
109,621 800 877
95,578 575
2009 698
-
126,320 850 597
114,250 875 881
81,397 575 634
88,810 675 712
114,428 850 726
108,429 850 965
106,855 825 679
132,641 1,000 857
89,256 725 531
93,980 775 825
110,973 825 602
85,182 600 793
109,621 800 900
95,578 575
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 644
-
126,320 850 649
114,250 875 859
81,397 575 609
88,810 675 732
114,428 850 728
108,429 850 765
106,855 825 691
132,641 1,000 1,029
89,256 725 523
121,980 1,000 908
110,973 825 621
109,862 850 815
109,621 800 737
95,578 575
2011 638
-
126,320 850 743
125,050 875 881
84,069 575 538
88,810 675 555
114,428 850 689
108,426 850 839
106,855 825 671
137,252 1,000 1,112
89,256 725 512
119,526 1,000 894
110,973 825 569
106,651 850 774
109,621 800 725
106,378 575
2012 679
-
126,320 850 843
125,050 875 827
84,069 575 514
88,810 675 577
114,428 850 672
108,426 850 807
106,855 825 689
137,252 1,000 1,065
89,256 725 706
119,526 1,000 860
110,973 825 585
106,651 850 753
109,621 800 736
106,378 575
2013 635
-
126,320 850 914
125,050 875 787
84,069 575 476
88,810 675 520
114,428 850 706
108,426 850 794
106,855 825 675
137,252 1,000 1,063
89,256 725 595
119,526 1,000 869
110,973 825 593
106,651 850 775
109,621 800 742
106,378 575
Exhibit XXII
2014 636
-
126,320 850 935
125,050 875 757
84,069 575 495
88,810 675 543
114,428 850 738
108,426 850 801
106,855 825 648
137,252 1,000 1,123
89,256 725 661
119,526 1,000 854
110,973 825 579
106,651 850 754
109,621 800 758
106,378 575
2015 596
-
126,320 850 981
125,050 875 690
84,069 575 497
88,810 675 580
114,428 850 775
108,426 850 813
106,855 825 670
137,252 1,000 1,106
-
119,526 1,000 855
110,973 825 496
106,651 850 744
109,621 800 743
106,378 575
2016 596
-
126,320 850 981
125,050 875 690
84,069 575 497
88,810 675 580
114,428 850 775
108,426 850 813
106,855 825 670
137,252 1,000 1,106
-
119,526 1,000 855
110,973 825 496
106,651 850 744
109,621 800 743
106,378 575
2017 -
134,561 925 645
126,320 850 941
125,050 875 689
80,469 575 492
88,810 675 620
114,428 850 754
108,426 850 852
106,855 825 674
133,652 1,000 820
-
119,675 1,000 805
111,127 825 564
106,651 850 785
109,621 800 711
-
111
School Enrollment
Oakley(2007) Square Feet Capacity Enrollment
Ocee(2000) Square Feet Capacity Enrollment
Palmetto(1971) Square Feet Capacity Enrollment
Parklane(1954) Square Feet Capacity Enrollment
Randolph(1989) Square Feet Capacity Enrollment
Renaissance(2006) Square Feet Capacity Enrollment
River Eves(1996) Square Feet Capacity Enrollment
Roswell North(1960) Square Feet Capacity Enrollment
Shakerag(1997) Square Feet Capacity Enrollment
Spalding Drive(1966) Square Feet Capacity Enrollment
State Bridge Xing(1996) Square Feet Capacity Enrollment
Stonewall Tell(1998) Square Feet Capacity Enrollment
Summit Hill(1999) Square Feet Capacity Enrollment
Sweet Apple(1997) Square Feet Capacity Enrollment
Harriet Tubman(1961) Square Feet Capacity
2008 572
122,250 850 776
114,428 850 786
145,800 625 529
88,710 625 461
97,370 675 621
116,284 850 981
109,621 775 709
94,227 725 802
108,426 875 829
98,353 575 686
109,621 800 719
108,426 850
1,005
108,426 850
1,020
128,253 950 906
111,518 675
2009 599
122,250 850 848
114,428 850 793
145,800 625 541
88,710 625 464
97,370 675 569
116,284 850
1,095
109,621 775 740
125,873 725 852
108,426 875 812
98,353 575 696
109,621 800 735
108,426 850
1,086
108,426 850
1,036
128,253 950 898
111,518 675
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 593
122,250 850 902
114,428 850 799
145,800 625 527
88,710 625 490
97,370 675 670
116,284 850 689
109,621 775 765
125,873 1,000 960
108,426 875 800
98,353 575 427
109,621 800 759
108,426 850 822
108,426 850 807
128,253 950 848
111,518 675
2011 573
122,250 875 757
114,428 850 760
149,400 625 518
87,450 625 425
97,370 675 657
116,284 850 712
109,621 775 782
125,873 1,000 1,015
114,912 875 811
98,353 575 467
109,621 800 764
108,426 850 840
112,026 850 836
131,853 950 792
111,518 675
2012 466
122,250 875 722
114,428 850 771
149,400 625 531
87,450 625 521
97,370 675 638
116,284 850 728
109,621 775 823
125,873 1,000 1,044
114,912 875 807
98,353 575 51
109,621 800 832
108,426 850 897
112,026 850 818
131,853 950 767
111,518 675
2013 492
122,250 875 761
114,428 850 765
149,400 625 569
87,450 625 500
97,370 675 615
116,284 850 744
109,621 775 836
125,873 1,000 1,102
114,912 875 793
98,353 575 503
109,621 800 826
108,426 850 948
112,026 850 790
131,853 950 752
111,518 675
Exhibit XXII
2014 462
122,250 875 804
114,428 850 811
149,400 625 568
87,450 625 475
97,370 675 622
116,284 850 811
109,621 775 847
125,873 1,000 1,050
114,912 875 834
98,353 575 478
109,621 800 839
108,426 850 1,048
112,026 850 724
131,853 950 719
111,518 675
2015 463
122,250 875 816
114,428 850 797
149,400 625 556
87,450 625 461
97,370 675 643
116,284 850 765
109,621 775 811
125,873 1,000 1,020
114,912 875 834
98,353 575 472
109,621 800 825
108,426 850 1,120
112,026 850 716
131,853 950 704
111,518 675
2016 463
122,250 875 816
114,428 850 797
149,400 625 556
87,450 625 461
97,370 675 643
116,284 850 765
109,621 775 811
125,873 1,000 1,020
114,912 875 834
98,353 575 472
109,621 800 825
108,426 850 1,120
112,026 850 716
131,853 950 704
111,518 675
2017 -
122,250 850 812
114,428 850 752
147,770 625 557
87,450 625 569
97,640 675 600
116,284 850 677
109,621 775 622
125,873 1,000 930
114,912 875 723
83,162 550 420
109,621 800 806
108,426 850 713
108,426 850 716
128,253 950 794
-
112
School Enrollment
Vickery Mill ES (2015) Square Feet Capacity Enrollment
Evoline C. West(1970) Square Feet Capacity Enrollment
Wilson Creek(2004) Square Feet Capacity Enrollment
Wolf Creek(2016) Square Feet Capacity Enrollment
Woodland(1971) Square Feet Capacity Enrollment
Middle
Autrey Mill(2004) Square Feet Capacity Enrollment
Bear Creek(1990) Square Feet Capacity Enrollment
Camp Creek(1985) Square Feet Capacity Enrollment
Crabapple(1983) Square Feet Capacity Enrollment
Elkins Pointe(2001) Square Feet Capacity Enrollment
Haynes Bridge(1983) Square Feet Capacity Enrollment
Holcomb Bridge(1983) Square Feet Capacity Enrollment
Hopewell(2004) Square Feet Capacity Enrollment
McNair(1969) Square Feet Capacity Enrollment
McNair(2016) Square Feet
2008 495
-
112,750 750 807
116,284 850 904
-
136,582 1,000 892
185,787 1,250 1,185
154,813 1,075 991
119,632 950 792
121,662 1,000 861
177,651 1,200 907
126,499 1,000 654
119,728 1,000 672
179,783 1,200 1,076
164,736 1,025 835
-
2009 531
-
112,750 750 893
116,284 850 863
-
137,674 1,000 862
185,787 1,250 1,161
154,813 1,075 992
119,632 950 726
121,662 1,000 865
177,651 1,200 903
126,499 1,000 672
119,728 1,000 650
179,783 1,200 1,115
167,857 1,025 873
-
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 515
2011 542
2012 563
2013 543
-
-
-
-
-
-
-
-
-
-
-
-
112,750 750 905
116,290 750 764
116,290 750 725
116,290 750 713
116,284 850 902
116,284 850 871
116,284 850 875
116,284 850 873
-
-
-
-
-
-
-
-
-
-
-
-
137,674 1,000 819
136,582 1,000 886
136,582 1,000 895
136,582 1,000 921
185,787 1,250 1,251
154,813 1,075 1,003
119,632 950 803
121,662 1,000 773
177,651 1,200 897
126,499 1,000 635
119,728 1,000 684
179,783 1,200 1,161
167,857 1,025 859
-
186,850 1,200 1,315
154,813 1,075 1,048
123,232 1,000 780
133,836 1,000 798
177,651 1,175 891
126,432 1,000 644
121,542 1,000 708
179,783 1,175 1,185
165,391 1,000 834
-
186,850 1,200 1,363
154,813 1,075 1,085
123,232 1,000 768
133,836 1,000 836
177,651 1,175 908
126,432 1,000 667
121,542 1,000 732
179,783 1,175 1,259
165,391 1,000 728
-
186,850 1,200 1,394
154,813 1,075 1,060
123,232 1,000 736
133,836 1,000 948
177,651 1,175 1,053
126,432 1,000 697
121,542 1,000 802
179,783 1,175 1,349
165,391 1,000 847
-
Exhibit XXII
2014 549
-
116,290 750 795
116,284 850 822
-
136,582 1,000 921
2015 575
-
116,290 750 818
116,284 850 792
-
136,582 1,000 907
2016 575
-
116,290 750 818
116,284 850 792
-
136,582 1,000 907
2017 -
129,999 750 577
112,750 750 800
116,284 850 801
123,500 875 740
135,647 1,000 923
186,850 1,200 1,379
154,813 1,075 968
123,232 1,000 693
133,836 1,000 940
177,651 1,175 1,102
126,432 1,000 741
121,542 1,000 831
179,783 1,175 1,331
165,391 1,000 829
-
186,850 1,200 1,385
154,813 1,075 962
123,232 1,000 738
133,836 1,000 950
177,651 1,175 1,125
126,432 1,000 742
121,542 1,000 835
179,783 1,175 1,338
165,391 1,000 823
-
186,850 1,200 1,385
154,813 1,075 962
123,232 1,000 738
133,836 1,000 950
177,651 1,175 1,125
126,432 1,000 742
121,542 1,000 835
179,783 1,175 1,338
165,391 1,000 823
-
213,048 1,450 1,472
156,120 1,075 1,131
119,632 1,000 520
123,036 1,000 984
177,651 1,175 1,054
126,432 1,000 789
121,542 1,000 754
201,471 1,400 1,484
-
201,471
113
School Capacity
Enrollment Northwestern(1996)
Square Feet Capacity
Enrollment Renaissance(2007)
Square Feet Capacity
Enrollment Ridgeview(1968)
Square Feet Capacity
Enrollment River Trail(2001)
Square Feet Capacity
Enrollment Sandtown(2004)
Square Feet Capacity
Enrollment Sandy Springs(2002)
Square Feet Capacity
Enrollment Taylor Road(1990)
Square Feet Capacity
Enrollment Webb Bridge(1996)
Square Feet Capacity
Enrollment Paul D. West(2002)
Square Feet Capacity
Enrollment Woodland(1965)
Square Feet Capacity
Enrollment Woodland(2009)
Square Feet Capacity
Enrollment High
Alpharetta(2004) Square Feet Capacity Enrollment
Banneker(1976) Square Feet Capacity Enrollment
Banneker (2012) Square Feet Capacity Enrollment
Cambridge (2012)
2008 -
173,375 1,075 1,207
180,500 1,200 1,019
141,038 875 596
177,651 1,200 1,512
179,783 1,200 990
162,272 875 711
154,880 1,100 962
173,375 1,125 1,339
177,651 1,200 958
136,058 825 996
-
335,555 2,125 2,210
220,975 1,475 1,689
-
2009 -
173,375 1,075 1,233
180,500 1,200 1,120
141,038 875 636
177,651 1,200 1,513
179,783 1,200 1,023
162,272 875 753
154,880 1,100 962
173,375 1,125 1,367
177,651 1,200 888
-
186,530 1,250 1,028
343,036 2,125 2,170
220,975 1,475 1,770
-
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 -
173,375 1,075 1,249
180,500 1,200 1,190
189,393 1,200 745
177,651 1,200 1,574
179,783 1,200 1,120
162,272 875 832
154,880 1,100 941
173,375 1,125 1,362
177,651 1,200 856
-
186,530 1,250 1,041
2011 -
191,375 1,100 1,263
180,500 1,175 1,147
178,994 1,200 820
202,851 1,175 1,488
179,783 1,175 1,110
176,672 875 897
154,880 1,100 931
191,375 1,150 1,332
177,651 1,175 761
-
186,530 1,200 1,078
2012 -
191,375 1,100 1,259
180,500 1,175 1,114
178,994 1,200 912
202,851 1,175 1,511
179,783 1,175 1,148
176,672 875 876
154,880 1,100 962
191,375 1,150 1,352
177,651 1,175 772
-
186,530 1,200 1,229
2013 -
191,375 1,100 1,312
180,500 1,175 1,205
178,994 1,200 965
202,851 1,175 1,521
179,783 1,175 1,142
176,672 875 910
154,880 1,100 1,051
191,375 1,150 1,371
177,651 1,175 761
-
186,530 1,200 1,076
343,036 2,125 2,255
220,975 1,475 1,325
-
337,096 2,175 2,333
238,975 1,475 1,310
-
337,096 2,175 2,330
238,975 1,475 -
339,617 1,900 1,239
337,096 2,175 2,105
238,975 1,475 -
339,617 1,900 1,461
Exhibit XXII
2014 -
191,375 1,100 1,347
180,500 1,175 1,267
178,994 1,200 1,096
202,851 1,175 1,443
179,783 1,175 1,168
176,672 875 880
154,880 1,100 1,036
191,375 1,150 1,362
177,651 1,175 756
-
186,530 1,200 1,099
2015 -
191,375 1,100 1,332
180,500 1,175 1,208
178,994 1,200 1,107
202,851 1,175 1,405
179,783 1,175 1,168
176,672 875 920
154,880 1,100 1,043
191,375 1,150 1,391
177,651 1,175 733
-
186,530 1,200 1,033
2016 -
191,375 1,100 1,332
180,500 1,175 1,208
178,994 1,200 1,107
202,851 1,175 1,405
179,783 1,175 1,168
176,672 875 920
154,880 1,100 1,043
191,375 1,150 1,391
177,651 1,175 733
-
186,530 1,200 1,033
2017 1,400 801
173,375 1,100 1,358
180,500 1,175 1,172
180,848 1,200 1,137
177,651 1,175 1,165
179,783 1,175 858
190,398 1,250 872
183,771 1,400 1,337
173,375 1,175 1,265
177,651 1,175 906
-
186,530 1,200 942
337,096 2,175 2,066
238,975 1,475 -
339,617 1,900 1,537
337,096 2,175 2,061
238,975 1,475 -
339,617 1,900 1,411
337,096 2,175 2,061
238,975 1,475 -
339,617 1,900 1,411
337,096 2,175 2,142
-
339,617 1,900 1,456
114
School Square Feet Capacity Enrollment
Centennial(1997) Square Feet Capacity Enrollment
Chattahoochee(1991) Square Feet Capacity Enrollment
Creekside(1990) Square Feet Capacity Enrollment
Johns Creek(2009) Square Feet Capacity Enrollment
Langston Hughes(2009) Square Feet Capacity Enrollment
McClarin(1943) Square Feet Capacity Enrollment
Milton(2005) Square Feet Capacity Enrollment
Independence (1953) Square Feet Capacity Enrollment
North Springs(1963) Square Feet Capacity Enrollment
Northview(2002) Square Feet Capacity Enrollment
Riverwood(1971) Square Feet Capacity Enrollment
Roswell(1990) Square Feet Capacity Enrollment
Tri-Cities(1988) Square Feet Capacity Enrollment
Westlake(1969) Square Feet Capacity Enrollment
Westlake(2009)
2008 -
254,916 1,775 2,025
243,204 1,675 2,179
245,894 1,850 2,486
-
-
97,789 270 281
343,450 1,950 2,229
258,589 900 387
288,191 1,775 1,303
270,000 1,875 2,686
249,132 1,325 1,234
264,255 1,975 2,513
272,362 1,875 1,778
211,911 1,125 2,037
2009 -
254,916 1,775 2,013
243,204 1,675 2,237
245,894 1,850 2,619
-
-
97,789 270 319
343,450 1,950 2,331
258,589 900 275
314,530 1,775 1,336
270,000 1,875 2,790
249,132 1,325 1,354
264,656 1,975 2,405
272,362 1,875 1,844
-
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 -
254,916 1,775 1,950
243,204 1,675 1,861
245,894 1,850 1,431
320,885 1,900 1,212
340,817 2,200 2,179
97,789 270 323
343,450 1,950 2,536
258,589 900 338
314,530 1,775 1,337
270,000 1,875 2,134
249,132 1,325 1,459
264,656 1,975 2,404
278,042 2,000 1,885
-
2011 -
273,912 1,925 1,948
258,644 1,875 1,736
245,894 1,850 1,316
320,885 1,900 1,615
350,282 2,175 2,256
95,205 253 253
375,850 1,950 2,628
258,589 625 325
297,170 1,775 1,445
303,978 1,875 1,895
259,932 1,325 1,664
289,455 2,000 2,471
299,668 2,000 1,845
-
2012 320,885
1,900 -
273,912 1,925 1,833
258,644 1,875 1,855
253,665 1,875 1,396
320,885 1,900 1,842
350,282 2,175 1,856
95,205 253 312
375,850 1,950 2,654
258,589 625 264
297,170 1,775 1,552
303,978 1,875 1,843
259,932 1,325 1,634
289,455 2,000 2,465
299,668 2,000 1,844
-
2013 320,885
1,900 1,079
273,912 1,925 1,863
258,644 1,875 1,812
253,665 1,875 1,409
320,885 1,900 1,933
350,282 2,175 1,681
95,205 253 270
375,850 1,950 2,180
258,589 625 268
297,170 1,775 1,646
303,978 1,875 1,836
259,932 1,325 1,715
289,455 2,000 2,321
299,668 2,000 1,828
-
Exhibit XXII
2014 320,885
1,900 1,532
273,912 1,950 1,894
258,644 1,900 1,850
253,665 1,875 1,433
320,885 1,900 1,974
350,282 2,175 1,808
95,205 253 262
375,850 1,950 2,010
258,589 625 258
297,170 1,775 1,618
303,978 1,875 1,903
259,932 1,325 1,672
289,455 2,000 2,218
299,668 2,000 1,650
-
2015 320,885
1,900 1,785
273,912 1,950 1,847
258,644 1,900 1,879
253,665 1,875 1,635
320,885 1,900 2,011
350,282 2,175 1,890
95,205 253 212
375,850 1,950 2,021
258,589 625 176
297,170 1,775 1,653
303,978 1,875 1,922
259,932 1,325 1,551
289,455 2,000 2,078
299,668 2,000 1,702
-
2016 320,885
1,900 1,785
273,912 1,950 1,847
258,644 1,900 1,879
253,665 1,875 1,635
320,885 1,900 2,011
350,282 2,175 1,890
95,205 253 212
375,850 1,950 2,021
258,589 625 176
297,170 1,775 1,653
303,978 1,875 1,922
259,932 1,325 1,551
289,455 2,000 2,078
299,668 2,000 1,702
-
2017 328,585
1,925 1,990
275,849 1,950 2,009
269,107 1,950 1,956
256,705 1,900 1,752
320,885 1,900 2,092
350,282 2,175 1,951
95,205 253 212
343,450 1,950 2,304
258,589 625 203
301,052 1,775 1,632
293,923 1,900 1,819
259,932 1,325 1,535
297,295 1,975 2,238
288,308 2,000 1,745
-
115
School Square Feet Capacity Enrollment
North Crossroads Mimosa Boulevard Building (1943/1992) Square Feet Capacity Enrollment
South Crossroads(1977) Square Feet Capacity Enrollment
Data Source: District records.
* Not available
2008 -
67,724 *
121
47,999 *
169
2009 328,617
1,900 2,339
67,724 *
110
67,899 *
163
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2010 328,617
1,900 1,949
2011 328,617 1,925 2,102
2012 328,617
1,925 1,914
2013 328,617
1,925 1,795
67,724 *
105
67,899 *
131
54,978 *
54
45,553 *
66
54,978 * -
45,553 * -
54,978 * -
45,553 * -
Exhibit XXII
2014 328,617
1,925 1,883
2015 328,617
1,925 2,023
2016 328,617
1,925 2,023
2017 323,804
1,925 2,184
54,978 * -
45,553 * -
54,978 * -
45,553 * -
54,978 * -
45,553 * -
54,978 * -
-
116
Fulton County Board of Education, Georgia Food Service Operating Statistics Last Ten Fiscal Years (Amounts Expressed in Thousands)
Exhibit XXIII
Lunch Meals Served: Free Reduced Paid
2008
4,087 530
3,566
2009
4,409 553
3,567
For the Fiscal Year Ended June 30,
2010
2011
2012
2013
4,800 527
3,032
4,926 405
2,606
5,090 464
2,382
5,118 439
2,092
Total
8,183
8,529
8,359
7,937
7,936
7,649
Daily Average
45
48
47
46
41
43
Student Price
$1.35-$1.60 $1.35-$1.60 $2.00-$2.25 $2.00-$2.25 $2.10-$2.35
$2.20-$2.45
Breakfast Meals Served: Free Reduced Paid
Total
2,326 261 915
3,502
2,595 277 856
3,728
2,649 243 631
3,523
2,736 192 578
3,506
2,850 224 536
3,610
2,924 218 526
3,668
Daily Average
19
21
20
20
19
19
Student Price
$.80-$.95 $.80-$.95 $1.00-$1.15 $1.00-$1.15 $1.05-$1.20
$1.05-$1.20
Total Meals Served: Free Reduced Paid
6,413 791
4,481
7,004 830
4,423
7,449 770
3,663
7,662 597
3,184
7,940 688
2,918
8,042 657
2,618
Total
11,685
12,257
11,882
11,443
11,546
11,317
Daily Average
64
69
67
66
60
62
Data Source: School System's food service program.
2014
2015
2016
2017
4,956 384
1,847
5,257 427
2,411
5,513 358
2,341
5,375 308
2,306
7,187
8,095
8,212
7,989
42
46
46
45
$2.25-$2.50 $2.25-$2.50 $2.25-$2.50 $2.35-$2.60
3,030 204 527
2,997 197 504
3,224 168 480
3,150 136 460
3,761
3,698
3,872
3,746
22
21
22
21
$1.05-$1.20 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20
7,986 588
2,374
10,948
64
8,254 624
2,915
11,793
67
8,737 526
2,821
12,084
68
8,525 444
2,766
11,735
66
117
Fulton County Board of Education, Georgia
Enrollment by Grade Level (Unaudited) 1
Last Ten Fiscal Years
Exhibit XXIV
For the Fiscal Year Ended June 30,
Grade Level
2008
2009
2010
2011
2012
2013
PK KK Grade 1 Grade 2 Grade 3 Grade 4 Grade 5 Grade 6 Grade 7 Grade 8 Grade 9 Grade 10 Grade 11 Grade 12
1,888 6,588 6,661 6,639 6,671 6,504 6,386 6,574 6,393 6,487 7,596 6,442 5,938 5,458
1,919 6,676 6,618 6,757 6,914 6,647 6,693 6,555 6,730 6,547 7,698 6,642 6,281 5,622
1,953 6,752 6,803 6,678 7,059 6,973 6,876 6,896 6,662 6,786 7,784 6,701 6,563 5,913
1,944 6,860 6,875 6,873 6,877 7,118 7,123 6,966 6,789 6,737 7,978 7,114 6,413 6,197
2,098 6,876 6,937 6,847 7,030 6,924 7,176 7,197 6,969 6,839 7,797 7,379 6,657 5,878
2,092 7,098 7,049 6,990 7,040 7,161 7,000 7,147 7,108 7,079 7,818 7,359 6,831 6,135
Total
86,225
88,299
90,399
91,864
92,604
93,907
Annual % Change
2.8%
2.4%
2.4%
1.6%
0.8%
1.4%
Data Source: 1 Georgia Department of Education, 1st annual count, October of each year
http://app.doe.k12.ga.us/ows-bin/owa/fte_pack_enrollgrade.entry_form
2014
2,118 6,975 7,274 7,188 7,257 7,167 7,312 7,053 7,244 7,207 7,933 7,306 6,776 6,422
95,232
1.4%
2015
2,084 6,881 7,113 7,403 7,278 7,225 7,189 7,075 7,094 7,297 8,134 7,481 6,721 6,485
95,460
0.2%
2016
2,138 6,502 6,835 7,131 7,156 7,403 7,302 7,124 7,242 7,227 8,069 7,854 7,391 6,748
96,122
0.7%
2017
2,086 6,497 6,620 6,852 7,145 7,072 7,443 7,301 7,045 7,284 8,109 7,611 7,433 7,036
95,534
-0.6%
118
SPECIAL REPORTS SECTION
FULTON COUNTY BOARAD OF EDUCATION, GEORGIA Special Purpose Local Option Sales Tax Projects Fiscal Year Ended June 30, 2017
SPLOST II
PROJECT NEW SCHOOLS SCHOOL REPLACEMENT SCHOOL ADDITIONS LOCAL SCHOOL NEEDS LAND BANK CAPITAL OPERATIONS COST DEBT SERVICES FURNITURE AND EQUIPMENT TECHNOLOGY TRANSPORTATION PROGRAM RESERVE
SPLOST II FUND TOTAL
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
ORIGINAL ESTIMATE
CURRENT ESTIMATE FISCAL YEARS
YEAR
$
329,300,000 $
289,891,838 $ 289,891,838 $
-$
49,300,000
104,828,808
97,368,557
5,020,821
34,400,000
47,400,886
47,400,886
9,731,000
50,484,279
50,484,279
-
-
23,391,137
23,391,137
-
12,215,000
10,436,890
10,436,890
-
60,000,000
69,569,263
69,569,263
-
4,000,000
18,338,655
18,338,655
-
15,050,000
52,927,890
52,927,890
-
7,000,000
16,958,290
16,958,290
-
280,004,000
-
-
-
$
801,000,000 $
684,227,936 $ 676,767,685 $
5,020,821 $
BALANCE
2,439,430
-
2,439,430
PROJECT
STATUS
Completed Ongoing
Completed Completed Completed Completed Completed Completed Completed Completed Completed
SPLOST III
PROJECT NEW SCHOOLS SCHOOL ADDITIONS SCHOOL REPLACEMENT LOCAL SCHOOL NEEDS CAPITAL OPERATIONS COST DEBT SERVICES FURNITURE AND EQUIPMENT HEALTH AND SAFETY INFORMATION TECHNOLOGY INTEREST LAND PURCHASE/RESERVE PROGRAM MANAGEMENT TRANSPORTATION
SPLOST III FUND TOTAL
ORIGINAL ESTIMATE
$
452,475,480
75,186,146
94,018,528
101,876,418
-
90,255,887
10,000,000
1,962,560
71,783,508
-
59,494,017
-
31,295,793
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
CURRENT ESTIMATE FISCAL YEARS
YEAR
$
256,858,443 $ 256,676,751 $
127,257 $
55,657,156
55,657,156
-
158,685,800
158,561,595
15,747
99,798,972
99,111,327
548,386
2,799,112 90,255,888
2,576,850 90,255,888
202,118 -
10,778,688
10,778,714
(26)
4,954,645
4,954,645
-
71,429,749
71,429,749
-
11,421,896
11,421,896
-
38,910,777
37,271,081
427,409
20,015,208 24,320,913
20,203,720 24,320,913
(188,512) -
$
988,348,337 $
845,887,247 $ 843,220,285 $
1,132,379 $
BALANCE
54,435 -
108,458 139,259
20,144 -
1,212,287 -
1,534,583
PROJECT
STATUS
Ongoing Completed
Ongoing Ongoing Ongoing Completed Completed Completed Completed Completed Ongoing Completed Completed
SPLOST IV
PROJECT NEW SCHOOLS SCHOOL ADDITIONS SCHOOL REPLACEMENT LOCAL SCHOOL NEEDS CAPITAL OPERATIONS COST DEBT SERVICES FURNITURE AND EQUIPMENT HEALTH AND SAFETY INFORMATION TECHNOLOGY INTEREST PROGRAM MANAGEMENT PROGRAM RESERVE PROJECT RESERVE TRANSPORTATION
SPLOST IV FUND TOTAL
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
ORIGINAL ESTIMATE
CURRENT ESTIMATE FISCAL YEARS
YEAR
$
108,308,097 $
87,339,306 $
84,550,503 $
1,509,224 $
60,142,875
79,647,276
46,349,035
23,794,846
138,652,377
170,045,799
123,573,472
21,656,960
203,967,829
215,127,159
171,304,805
23,901,251
7,690,541
18,450,000
14,530,149
2,919,378
68,831,729
68,831,727
51,434,950
17,396,777
14,725,000
24,782,316
12,196,635
8,827,801
3,240,000
2,960,328
1,274,447
1,425,922
174,630,705
174,630,704
104,867,843
56,910,053
429,600
8,895,464
5,907,275
1,685,536
14,746,684
16,904,325
13,051,972
3,026,770
10,688,076
17,506,954
-
-
-
5,377,266
-
-
35,420,000
18,741,261
6,942,813
2,571,392
$
841,473,513 $
909,239,885 $ 635,983,899 $
165,625,910 $
BALANCE
1,279,579 9,503,395 24,815,367 19,921,103 1,000,473
3,757,880
259,959 12,852,808
1,302,653 825,583
17,506,954 5,377,266 9,227,056
107,630,076
PROJECT
STATUS
Ongoing Ongoing Ongoing Ongoing Ongoing Completed Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing
Notes: This schedule includes total project costs funded by sales taxes, state capital outlay reimbursements and other local funding sources.
119
Fulton County Board of Education, Georgia Schedule of Lottery Expenditures - by Object
For the Fiscal Year Ended June 30, 2017
Expenditures Salaries - teachers Salaries - clerical Salaries - other Employee benefits Other purchased services Communication Travel-Employees Material and supplies Expendable equipment
Total Expenditures
Pre-Kindergarten
$
4,722,650
60,109
223,820
1,886,114
12,909
1,916
7,564
218,927
2,981
$
7,136,990
120
Fulton County Board of Education, Georgia General Fund - Quality Basic Education Program
Allotment and Expenditures by Program For the Fiscal Year Ended June 30, 2017
DESCRIPTION
Direct instructional Programs Kindergarten Programs Kindergarten programs - Early Intervention Program Primary Grades (1-3) Program Primary Grades Early Intervention (1-3) Programs Upper Elementary Grades (4-5) Program Upper Elementary Grades-Early Intervention (4-5) Program Middle Grades (6-8) Program Middle School (6-8) Programs High School General Education (9-12) Program Vocational Laboratory (9-12) Program Students with Disabilities CATEGORY I CATEGORY II CATEGORY III CATEGORY IV CATEGORY V Gifted Student - CATEGORY I Remedial Education Program Alternative Education Program English Speakers of Other Languages (ESOL)
TOTAL DIRECT INSTRUCTIONAL PROGRAMS Media Center Program Staff and Professional Development
TOTAL QBE FORMULA FUNDS
ALLOTMENTS FROM GEORGIA
DEPARTMENT OF EDUCATION
ELIGIBLE QBE PROGRAM COSTS
SALARIES OPERATIONS
TOTAL
$
31,086,313 $ 29,918,831 $ 103,599 $ 30,022,430
2,397,682
1,165,270
2,438
1,167,707
79,278,521
88,093,492
5,911,435
94,004,927
8,120,508
5,549,792
259,470
5,809,263
38,259,645
34,374,892
526,277
34,901,169
5,269,039
3,739,441
22,259
3,761,700
-
-
163
163
57,973,878
64,748,185
3,168,668
67,916,853
64,674,342
82,077,793
6,099,185
88,176,978
12,731,293
8,648,359
718,252
9,366,611
17,223,436 4,079,228 33,354,005 4,911,664 1,368,897 38,166,197 7,513,455 4,546,985 10,431,827
- 8,570,131 73,254,115 3,343,269 5,354,772 30,010,592 5,229,925 1,278,204 14,844,810
12,808 190,635 2,356,356
3,921 1,423,260
48,906 89,453
- 168,484
12,808 8,760,765 75,610,471 3,347,191 6,778,032 30,059,498 5,319,378 1,278,204 15,013,294
421,386,915 11,721,660 2,057,549
460,201,874 12,633,247
-
21,105,568 2,262,841
-
481,307,442 14,896,088
-
$
435,166,124 $ 472,835,121 $ 23,368,409 $ 496,203,530
121
Single Audit Section
Creekside HS Alexandria Jackson ~ 10th Grade
INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT
OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Superintendent and Members of the Fulton County Board of Education
Atlanta, Georgia
We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of the Fulton County Board of Education (the "School System") as of and for the fiscal year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the School System's basic financial statements, and have issued our report thereon dated December 27, 2017.
Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered the School System's internal control over financial reporting ("internal control") to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the School System's internal control. Accordingly, we do not express an opinion on the effectiveness of the School System's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
200 GALLERIA PARKWAY S.E., SUITE 1700 ATLANTA, GA 30339-5946 770-955-8600 800-277-0080 FAX 770-980-4489 www.mjcpa.com Members of The American Institute of Certified Public Accountants
Compliance and Other Matters As part of obtaining reasonable assurance about whether the Fulton County Board of Education's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose.
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INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM AND REPORT ON INTERNAL CONTROL
OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE
To the Superintendent and Members of the Fulton County Board of Education
Atlanta, Georgia
Report on Compliance for Each Major Federal Program
We have audited the Fulton County Board of Education's (the "School System's") compliance with the types of compliance requirements described in the OMB Compliance Supplement that could have a direct and material effect on each of the School System's major federal programs for the fiscal year ended June 30, 2017. The School System's major federal programs are identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs.
Management's Responsibility
Management is responsible for compliance with federal statutes, regulations, and the terms and conditions of its federal awards applicable to its federal programs.
Auditor's Responsibility
Our responsibility is to express an opinion on compliance for each of the School System's major federal programs based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform Guidance 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 School System's compliance 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 on compliance for each major federal program. However, our audit does not provide a legal determination of the School System's compliance.
Opinion on Each Major Federal Program
In our opinion, the Fulton County Board of Education complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the fiscal year ended June 30, 2017.
200 GALLERIA PARKWAY S.E., SUITE 1700 ATLANTA, GA 30339-5946 770-955-8600 800-277-0080 FAX 770-980-4489 www.mjcpa.com Members of The American Institute of Certified Public Accountants
Report on Internal Control Over Compliance
Management of the School System is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the School System's internal control over compliance with the types of requirements that could have a direct and material effect on each major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each major federal program and to test and report on internal control over compliance in accordance with the Uniform Guidance, 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 School System's internal control over compliance.
A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance.
Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose.
Atlanta, Georgia December 27, 2017
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
Federal Grantor/Pass-Through Grantor/Program Title
U. S. DEPARTMENT OF AGRICULTURE: Passed through Georgia Department of Education and Nutrition Program: Food Services School Breakfast Program National School Snack Program National School Lunch Program: Cash Assistance Non-Cash Assistance (Commodities) - Note 2
Total Child Nutrition Cluster
Fresh Fruits and Vegetables Program
Total U. S. Department of Agriculture
U. S. DEPARTMENT OF EDUCATION: Passed through Georgia Department of Education: Title I Programs - Improving Academic Achievement Title I Programs - School Improvement Grant Total Title I, Part A
School Improvement Grant (Supplemental 1003g) - ARRA
Title II Part A Programs - Improving Teacher Quality Title II Part A Programs - Advance Placement
Total Title II, Part A
Title II Part B, Math and Science Partnerships
Title III - Part A, Limited English Proficient (LEP) Title III - Immigrant Title III - Unaccompanied Children and Youth
Total Title III
Title VI Part B Flow-through Title VI Part B Preschool Incentive High Cost Fund Pool
Total Special Education Cluster
CFDA Number
PassThrough Entity ID Number
Total Expenditures
10.553 10.555 10.555 10.555
10.582
N/A
$
N/A
6,726,786 93,731
N/A
19,165,340
N/A
2,998,577
28,984,434
N/A
599,392
29,583,826
84.010 * N/A 84.010 * N/A
84.388
N/A
84.367
N/A
84.367
N/A
84.366
N/A
84.365
N/A
84.365
N/A
84.365
N/A
84.027 * N/A 84.173 * N/A 84.027 * N/A
24,091,715 1,257,815
25,349,530
1,016,517
1,901,021 15,950
1,916,971
108,565
743,235 85,781 4,129
833,145
15,592,303 455,723 433,132
16,481,158 (Continued)
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
Federal Grantor/Pass-Through Grantor/Program Title
U. S. DEPARTMENT OF EDUCATION (Continued): Passed through Georgia Department of Education (Continued):
Striving Readers Elementary Striving Readers Middle Striving Readers Birth - 5 Striving Readers Programs - High Total Striving Readers Programs
Vocational 85% Grants - Program Improvement Perkins IV - Reserve Perkins Carryover Total Vocational Education
Education for Homeless Children and Youth
Race to the Top Innovation Fund
Passed through Georgia State University CREST in Education
Total U. S. Department of Education
U. S. DEPARTMENT OF DEFENSE: Direct Department of the Army R.O.T.C. Program
U. S. DEPARTMENT OF TRANSPORTATION: Passed through Georgia Governor's Office of Highway Safety: Highway Safety Cluster - Students Against Destructive Decisions (SADD)
U. S. DEPARTMENT OF HEALTH AND HUMAN SERVICES: Passed through Georgia Department of Community Health: Substance Abuse and Mental Health Services - Project Aware
* Denotes a major federal award program
Total Expenditures of Federal Awards
See the Note to the Schedule of Expenditures of Federal Awards
CFDA Number
PassThrough Entity ID Number
Total Expenditures
84.371B 84.371B 84.371B 84.371B
84.048 84.048
84.938 84.411
84.336
N/A
1,590,521
N/A
697,771
N/A
602,310
N/A
1,063,443
3,954,045
.
N/A
652,119
N/A
24,789
676,908
N/A
64,985
N/A
672,085
N/A
96,955
51,170,864
12.unknown
N/A
801,871
20.601
N/A
651
94.243
N/A
16,905
$
81,574,117
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
NOTE 1.
BASIS OF PRESENTATION
The Schedule of Expenditures of Federal Awards includes the federal grant activity of the Fulton County Board of Education and is presented on the accrual basis of accounting.
The information in this schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards. Therefore, some amounts presented in this schedule may differ from amounts presented in or used in the preparation of the financial statements.
NOTE 2.
FOOD DONATION (COMMODITIES) PROGRAM
The amounts shown for the Food Donation Program (Non-cash assistance commodities) on the schedule of expenditures of federal awards represent the federally assigned value of nonmonetary assistance for donated commodities received and/or consumed by the School System during the current fiscal year.
NOTE 3.
INDIRECT COST RATE
The School System did not utilize the 10% de minimus indirect cost rate permitted by the Uniform Guidance.
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
SECTION I SUMMARY OF AUDITOR'S RESULTS
Financial Statements Type of report the auditor issued on whether the financial
statements were prepared in accordance with GAAP
Internal control over financial reporting: Material weakness(es) identified?
Significant deficiency(ies) identified?
Noncompliance material to financial statements noted?
Unmodified
____ yes ____ yes ____ yes
X no X none reported X no
Federal Awards Internal Control over major federal programs: Material weakness(es) identified?
Significant deficiency(ies) identified?
Type of auditor's report issued on compliance for major federal programs
Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)?
Identification of major federal program:
CFDA Number
____ yes ____ yes
X no X none reported
Unmodified
____ yes X no
Name of Federal Program or Cluster
84.027 and 84.173
U.S. Department of Education Title VI, Part B Individuals with Disabilities in Education Act (IDEA) Special Education Cluster
84.010
U.S. Department of Education Title I, Part A
Dollar threshold used to distinguish between Type A and Type B programs:
$2,447,223
Auditee qualified as low-risk auditee?
____ yes X no
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
None reported
SECTION II FINANCIAL STATEMENT FINDINGS AND RESPONSES
SECTION III FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS
None reported
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS
2016-001
Capital Assets Reporting and Reconciliation
Criteria: Internal controls should be in place to ensure the amounts reported by the School System for its annual capital asset activity should be complete and properly classified.
Condition and Context: For the fiscal year ended June 30, 2016, the School System's capital asset activity and summary provided for the financial statements was not complete and did not properly classify activity into the depreciable vs. nondepreciable categories.
Effects or possible effects: Adjusting journal entries were required in the SPLOST III Capital Projects Fund and the SPLOST IV Capital Projects Fund in the approximate amounts of $125,000 and $513,000, respectively, to accrue retainage payable for the School System's ongoing construction projects. Furthermore, in the statement of net position, reclassifications totaling approximately $220 million were required to properly move completed projects from the nondepreciable category to the appropriate depreciable category for proper reporting in the financial statements.
Status: Corrected for the current fiscal year's audit.
2016-002
Revenues and Related Balance Sheet Accounts
Criteria: Internal controls should be in place to ensure the amounts reported by the School System as revenues and the related balance sheet accounts are complete and properly valued in accordance with generally accepted accounting principles (GAAP).
Condition and Context: For the fiscal year ended June 30, 2016, the School System improperly reported assets that had been received in advance of spending them on a grant program as "deferred revenues."
Effects or possible effects: An adjusting journal entry in the amount of approximately $688,000 was required in the Other Local Grants Fund to properly report these assets as revenues of the current period.
Status: Corrected for the current fiscal year's audit.
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS FOR THE FISCAL YEAR ENDED JUNE 30, 2017
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS
2016-003
Timely Completion of Accurate Bank Account Reconciliations
Criteria: Complete reconciliations of all of the School System's bank accounts should be performed on a monthly basis in accordance with a sound internal control environment. These reconciliations should be complete and any unadjusted differences noted in the process should be reconciled and recorded in the general ledger as applicable.
Condition and Context: For the fiscal year ended June 30, 2016, the School System was carrying several items at the bottom of the reconciliations for the General Fund Operating Account and Pension Fund Operating Account as "Withdrawals/debits on statement not posted to G/L." Based on our discussions with School System personnel, it was determined that these items were wire or ACH payments that had posted to the School System's bank accounts but had not been recorded in the general ledger as there were issues with properly recording these items.
Effects or possible effects: Adjusting journal entries were required in the General Fund and Pension Trust Fund in the approximate amounts of $1,047,000 and $275,000, respectively, to record these items that had cleared the bank accounts but had not been posted in the general ledger.
Status: Corrected for the current fiscal year's audit.
2016-004
Allowable Costs / Activities Allowed or Unallowed
Program: U.S. Department of Education (CFDA No. 84.027, 84.173) CFDA Program Title: Title VI, Part B IDEA Special Education Cluster
Criteria: Title 2, Subtitle A, Chapter II, Part 200, Subpart E of the Uniform Guidance states, "Charges to Federal awards for salaries and wages must be based on records that accurately reflect the work performed. These records must (i) be supported by a system of internal controls which provides reasonable assurance that the charges are accurate, allowable, and properly allocated; (ii) be incorporated into the official records of the non-Federal entity; (iii) reasonable reflect the total activity for which the employee is compensated by the non-Federal entity, not exceeding 100% of compensated activities; (iv) encompass both federally assisted and all other activities compensated by the non-Federal entity on an integrated basis, but may include the use of subsidiary records as defined in the non-Federal entity's written policy; (v) comply with the established accounting policies and practices of the non-Federal entity; and (vii) support the distribution of the employee's salary or wages among specific activities or cost objectives if the employee works on more than one Federal award; a Federal award and nonFederal award; an indirect cost activity and a direct cost activity; two or more indirect activities which are allocated using different allocation bases; or an unallowable activity and a direct or indirect cost activity."
Condition and Context: To comply with the above requirements, the School System utilizes periodic certifications and/or time and effort logs to document the amount of employee salaries and wages that are allowable to be charged to its Federal awards. For the fiscal year ended June 30, 2016, our testing of these amounts that were charged to the Special Education Cluster indicated that there was a breakdown in internal controls for a specific type of employee.
Questioned Costs: Known questioned costs of $45,770.
Status: Corrected for the current fiscal year's audit.
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