Comprehensive Annual Financial Report
For the Fiscal Year Ended June 30, 2018
Dolvin Elementary Ana Sofia Reid ~ 3rd Grade
Milton High Abby Burnett ~ 10th Grade
River Trail Middle Mahi Shah ~ 7th Grade
Creekside High Logan Harper ~12th Grade
Hopewell Middle Laylah Scipio ~ 7th Grade
Milton High Lizzie Leaman ~12th Grade
Mimosa Elementary Zariah Saint Preux ~ 5th Grade
Crabapple Crossing Elementary Gray Tito ~ 2nd Grade
Prepared by: Fulton County Board of Education, Georgia
Division of Financial Services Robert A. Morales, Chief Financial Officer 786 Cleveland Avenue, SW Atlanta,
Georgia 30315
Cogburn Woods Elementary Samantha Adrianzqa ~ 5th 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 2018 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
Ana Sofia Reed, 3rd Grade Art Teacher, Hope Knight Dolvin Elementary School District 5
Logan Harper, 12th Grade Art Teacher, Jessica Fleming Creekside High School District 4
Zariah Saint Preux, 5th Grade Art Teacher, Jason Deas Mimosa Elementary School District 1
STUDENT ARTWORK
Abby Burnett, 10th Grade Art Teacher, Drew Brown Milton High School District 2
Laylah Scipio, 7th Grade Art Teacher, Chantel McFarland Hopewell Middle School District 2
Gray Tito, 2nd Grade Art Teacher, Gina Steffensen Crabapple Crossing Elementary District 2
Mahi Shah-7th Grade Art Teacher, Ricci Justis River Trail Middle School District 5
Lizzie Leaman, 12th Grade Art Teacher, Drew Brown Milton High School District 2
Samantha Adrianza 5th Grade Art Teacher, Sue Miller Cogburn Woods Elementary District 2
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2018
TABLE OF CONTENTS
Introductory Section (Unaudited)
Letter of Transmittal ................................................................................................................. i GFOA Certificate of Achievement for Excellence in Financial Reporting............................. vii ASBO Certificate of Excellence in Financial Reporting........................................................ viii List of Elected Officials............................................................................................................ ix Superintendent of Schools ..........................................................................................................x List of Appointed Principal Officials ....................................................................................... xi Organizational Chart ............................................................................................................... xii
Financial Section
Independent Auditors' Report .................................................................................................1
Management's Discussion and Analysis (Unaudited) ...................................................... 4-16
Basic Financial Statements:
Government-wide Financial Statements: Statement of Net Position......................................................................................................17 Statement of Activities ..........................................................................................................18
Fund Financial Statements:
Governmental Funds: Balance Sheet ........................................................................................................................19 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position....................................................................................................................20 Statement of Revenues, Expenditures and Changes in Fund Balances ................................21 Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities .......................................22 Statement of Revenues, Expenditures, and Changes in Fund Balance Budget and Actual General Fund ..................................................................................................................23
Fiduciary Funds: Statement of Fiduciary Net Position......................................................................................24 Statement of Changes in Fiduciary Net Position...................................................................25
Notes to the Basic Financial Statements: Index to Notes to the Basic Financial Statements .................................................................26 Summary of Significant Accounting Policies .......................................................................27 Stewardship, Compliance and Accountability.......................................................................34 Detailed Notes on All Funds .................................................................................................34 Other Notes............................................................................................................................57
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2018
Required Supplementary Information Fulton County School Employees Pension Plan Schedule of the School System's Proportionate Share of the Net Pension Liability ............60 Schedule of School System's Contributions During Measurement Period ...........................61 Schedule of Changes in the School System's Net Pension Liability and Related Ratios .....62 Schedule of School System's Contributions .........................................................................63 Schedule of the School System's Proportionate Share of the Net OPEB Liability...............64 Schedule of School System's OPEB Contributions During Measurement Period ................65 Notes to the Schedule School OPEB Fund.........................................................................66
Supplementary Information:
Combining and Individual Fund Statements and Schedules:
Governmental Funds:
Nonmajor Governmental Funds Combining Balance Sheet ...................................................................................................67 Combining Statement of Revenues, Expenditures and Changes in Fund Balances .............68
Nonmajor Special Revenue Funds Combining Balance Sheet .............................................................................................. 69-70 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ....... 71-72 All Budgeted Special Revenue Funds Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Budgetary Basis) ..............................................................................................................73 Title I Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................74 Title II Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................75 Title III Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................76 Part B Special Education Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................77 Education for the Homeless Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................78 School Nutrition Program Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual .......................................................................................79 Lottery Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ......................................................................................80
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2018
Other Federal Grants Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual ..........................................................................................81
Other Local Grants Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual............................................................................................82
Debt Service Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual............................................................................................83
Agency Funds Combining Statement of Changes in Assets and Liabilities..............................................84
Statistical Section (Unaudited)
Introduction to the Statistical Section......................................................................... 85
Financial Trends Government-wide Net Position By Component ................................................................86 Chart Total Government-wide Net Position.......................................................................87 Changes in Net Position Governmental Activities .............................................................88 Changes in Net Position Governmental Activities Percentage of Total..........................89 Changes in Net Position Government Activities Annual Percentage Change ................90 Fund Balances Governmental Funds............................................................................ 91-92 Chart-Fund Balances-Governmental Funds ..........................................................................93 General Governmental Revenues by Source.........................................................................94 General Governmental Expenditures by Function ................................................................95 General Governmental Expenditures by Function Percentage of Total .............................96 General Governmental Current Expenditures by Function ...................................................97 Summary of Changes in Fund Balances ...............................................................................98 Chart Summary of Net Changes in Fund Balances ............................................................99
Revenue Capacity Taxable Assessed Value and Estimated Actual Value of Property by Type......................100 Chart- Taxable Assessed Value..........................................................................................101 Direct, Overlapping and Underlying Property Tax Rates ..................................................102 Comparison of Metropolitan Atlanta School Districts 2016 Property Tax Rates ...........103 Property Tax Levies and Collections..................................................................................104 Principal Property Taxpayers .............................................................................................105 Direct, Overlapping and Underlying Sales Tax Rates .......................................................106 Sales Taxes by Group ........................................................................................................107
Debt Capacity Ratios of Total Debt Outstanding by Type .........................................................................108 Underlying, Overlapping and Direct Governmental Activities Debt ..................................109 Legal Debt Margin ..............................................................................................................110
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2018
Economic & Demographic Information Demographic and Economic Statistics................................................................................111 Principal Employers ............................................................................................................112
Operating Information Employees by Function.......................................................................................................113 Teachers' Salaries................................................................................................................114 School Building Information ....................................................................................... 115-128 Food Service Operating Statistics .......................................................................................129 Enrollment by Grade Level .................................................................................................130
Special Reports Section
Schedule of Expenditures of Special Purpose Local Option Sales Tax ..............................131 Schedule of Lottery Expenditures By Object.....................................................................132 Schedule of Quality Basic Education Program Earnings
And Expenditures by Program ........................................................................................133
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...........................................134 and 135
Independent Auditor's Report on Compliance for Each Major Federal Program and Report on Internal Control over Compliance Required by Uniform Guidance........................................................................136 and 137
Schedule of Expenditures of Federal Awards...................................................138 and 139
Notes to the Schedule of Expenditures of Federal Awards .......................................... 140
Schedule of Findings and Questioned Costs.......................................................... 141-143
Status of Prior Fiscal Year Audit Findings ................................................................... 144
Management's Corrective Action Plan .............................................................145 and 146
Introductory Section
River Trail Middle Mahi Shah ~ 7th Grade
BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
December 20, 2018
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" or "Board") for the fiscal year ended June 30, 2018, 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. The School 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, 2018. 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.
BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim 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 School 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 106 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 President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
As of June 30, 2018, 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 2018 budget, which was approved on June 22, 2017, 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 2018 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 $12.5 million due to growth in the Tax Digest.
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 2018 QBE state aid of approximately $375 million was up from fiscal year 2017 by approximately $10.55 million due to enrollment growth, an increase in training and experience credit for teachers and a reduction in the state austerity adjustments.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
Overall our General Fund revenues are up approximately 2.2%. It is the goal of the School District 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 rising benefit costs. The revenue increases in fiscal year 2018 were used in part to provide a salary increase to employees 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 School 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.
STRATEGIC INITIATIVES
Our goal is to prepare all students to graduate ready to pursue and succeed on their chosen paths. At the beginning of the 2017-2018 school year, Fulton County Schools rolled out the new Strategic Plan 2022:
At Fulton County Schools, we are dedicated to our mission to educate every student to be a responsible, productive citizen. We are also committed to our vision that all students will learn to their full potential. This strategic plan provides a focus for our district's work to support that mission and vision by identifying our top priorities for the next five years:
Student Achievement Community Collaboration
People and Culture Fiscal Responsibility
To support this plan, Fulton County Schools will ensure that all students learn to their fullest potential by developing and investing in a Strategic Support Model. The model will pair resources with flexibility and accountability to empower schools and communities so they can continuously improve outcomes for all children and prepare them to succeed on their chosen paths.
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AWARDS
BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
Financial Reporting
The School District received a Certificate of Excellence in financial reporting for the fiscal year June 30, 2017 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 10th year that the School District has submitted and received these prestigious awards.
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 we will be submitting our 2018 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. We have 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 ASBO to determine its eligibility for another award.
In 2018, we also received from GFOA the Award for Best Practices in School Budgeting. This award is presented annually to school districts who demonstrate a budget process aligned with GFOA's best practice recommendations. We won this award by using the GFOA's latest criteria which includes the alignment of resources towards student achievement focusing on collaboration, communication, and rigorous development, evaluation, and prioritization of strategies to achieve the School District's goals and objectives.
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BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
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.
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 School District for the beautiful artwork found throughout this document.
Respectfully Submitted,
Cindy Loe, Ph.D, Interim Superintendent
Robert A. Morales, CFO
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The Certificate of Excellence in Financial Reporting is presented to
Fulton County School District
for its Comprehensive Annual Financial Report (CAFR) for the Fiscal Year Ended June 30, 2017.
The CAFR has been reviewed and met or exceeded ASBO International's Certificate of Excellence standards.
Charles E. Peterson, Jr., SFO, RSBA, MBA President
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John D. Musso, CAE Executive Director
Board of Education
2 017 - 2 0 18
Katha Stuart District 1
Katie Reeves District 2
Gail Dean District 3
Linda Bryant President - District 4
Linda McCain Vice President - District 5
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 June 30, 2018
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Fulton County Board of Education, Georgia
List of Appointed Principal Officials
June 30, 2018
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 Chief Operations Officer Chief Information Officer Chief Financial Officer Chief Talent Officer Chief Communications Officer Board Services Manager
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Superintendent
Fulton County Schools Organizational Structure
2017-2018
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Financial Section
Milton High School Abby Burnett ~ 10th 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, 2018, 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, 2018, 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.
Emphasis of Matter
As discussed in Notes 1-E-12, 3-J and 4-F, the School System implemented Governmental Accounting Standards Board (GASB) Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, as of July 1, 2017. This standard significantly changed the accounting for the School System's net other postemployment benefits (OPEB) Liability and the related disclosures. Our opinions are not modified with respect to this matter.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis, 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, the Schedule of Proportionate Share of Net OPEB Liability School OPEB Fund, and the Schedule of Contributions School OPEB Fund, as listed in the table of contents, 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, the schedule of expenditures of special purpose local option sales tax proceeds, as required by the Official Code of Georgia 48-8-121, and the 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, the schedule of expenditures of special purpose local option sales tax proceeds, 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, the schedule of expenditures of special purpose local option sales tax proceeds, 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 basic 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 20, 2018 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 20, 2018
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MANAGEMENT'S DISCUSSION
AND ANALYSIS
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
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, 2018. 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 exceeded its liabilities by $648,176,531 (net position) at June 30, 2018.
Total net position are comprised of the following:
(1) Net investment in capital assets, of $1,885,953,984 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 $186,627,249 by constraints imposed from outside the School System such as debt covenants, grantors, laws, or regulations.
(3) Unrestricted net position deficit of ($1,424,404,702) represent the portion 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 $393,934,678 at the end of the fiscal year. This amount compared to the prior fiscal year ending fund balance of $353,188,782, reflects an increase of $40,745,896 during the current fiscal year.
At the end of the current fiscal year, unassigned fund balance for the general fund was $27,634,381 or 2.74% of total general fund expenditures. The fiscal year 2018 unassigned fund balance shows a $26,907,572 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 long-term 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)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
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 pages17 and 18 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 shortterm 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 19-23 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 24-25.
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 26 of this report.
As discussed, the School System reports major funds in the basic financial statements.
5
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
Required Supplementary Information This section includes some trend information for its pension trust fund and OPEB fund. This information is presented on page 60.
Financial Analysis of the School System as a Whole The School System's net position at fiscal year-end is $648,176,531. The following table provides a summary of the School System's net position (in thousands).
Assets Current assets Noncurrent: Loans receivable Capital assets
2018
Governmental
Percentage
Activities
of Total
$549,816
22%
2,731
0%
1,940,896
78%
2017 (Restated)
Governmental Percentage
Activities
of Total
$500,813
20%
1,931
0%
1,953,342
80%
Total assets
2,493,443
100%
2,456,086
100%
Deferred outflows
220,302
298,295
Liabilities:
Current liabilities
190,991
10%
177,419
8%
Long-term liabilities
1,787,391
90%
1,916,937
92%
Total liabilities
1,978,382
100%
2,094,356
100%
Deferred inflows
87,187
29,941
Net position
Net investments in capital assets Restricted Unrestricted (deficit)
1,885,954 186,627
(1,424,405)
291% 29% -220%
1,883,711 121,750
(1,375,377)
299% 19% -218%
Total net position
$648,176
100%
$630,084
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 2.9 to 1 at June 30, 2018 versus 2.8 to 1 at June 30, 2017.
6
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
The School System reported a positive balance in net position for its governmental activities. The beginning net position was restated from $1,404,079,333 as reported at June 30, 2017 to $630,083,922 due to the implementation of GASB 75 requiring the liability associated with Other Post-Employment Benefits, primarily health care costs to be carried on the Statement of Net Position and due to a prior period adjustment relating to the recording of loans receivables that were not recorded in the prior fiscal year. As of June 30, 2018, net position increased by $19,835,039.
The following chart reports the total net position balances from fiscal year 2009 2018.
$648,176,531 $630,083,922 $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
$2,500,000,000
Total Net Position
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fiscal Year
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7
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
The following table provides a summary of the School System's changes in net position (in thousands):
Summary of Changes in Net Position
2018
2017 (Restated)
Governmental Percentage Governmental Percentage of
Activities
of Total
Activities
Total
Revenues : Program:
Charges for services Operating grants Capital grants General: Taxes Others
$
19,243
462,249
3,782
768,890 11,452
1.5% $ 36.5% 0.3%
60.8% 0.9%
19,016 450,338
2,845
747,364 11,871
1.5% 36.6% 0.2%
60.7% 1.0%
Total Revenues
1,265,616
100.0%
1,231,434
100.0%
Program Expenses: In s tru ctio n 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
761,933 44,054 60,263 17,674
1,260 5,462 60,787 18,859 136,507 59,631 31,193
235 43,886 5,780
61.1% 3.5% 4.8% 1.4%
0.1% 0.4% 4.9% 1.5% 10.9% 4.8% 2.5% 0.0% 3.5% 0.5%
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
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%
Total Expenses Change in Net Position
1,247,524 18,092
100.0%
1,224,888 6,546
100.0%
Beginning Net Position as restated
630,084
623,538
Ending Net Position
$648,176
$630,084
8
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
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 46.69% of the School System's total governmental revenues as compared to 47.16% in fiscal year 2017.
State and federal aid recognized for operating purposes (excluding capital outlay) total 37.26% of total revenue as compared to 36.57% in fiscal year 2017.
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 2018, the School System recognized QBE of approximately $375.1 million or approximately 29.64% of total revenues as compared to approximately $364.5 million or 29.60% in fiscal year 2017. 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 $3,920,333 in unrestricted investment earnings to support educational activities. Also, note that program revenues cover approximately 38.95% of governmental operating expenses. This means that the School System's taxpayers, through property taxes and sales taxes, fund almost 61.05% of the governmental activities revenues.
The School System recorded over $178 million in special purpose local option sales taxes (SPLOST) during the current fiscal year. In May 2016, a new referendum was approved authorizing a 1% special purpose local option sales tax, which commenced July 1, 2017 and expires June 30, 2022. 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 61.1% of total expenses or almost $762 million. The School System spends an additional $121 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 $86 million. The operation and maintenance of the School System's buildings costs approximately $136 million.
The school nutrition program gross expenses are over $43 million and this program netted approximately $3.4 million after meal charges, State, and Federal aid. Finally, operating approximately 788 buses costs the School System over $59.6 million.
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MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
The following table compares total cost and net cost for the last two fiscal years (in thousands):
Total Cost of Services
2018
2017
Net Cost of Services
2018
2017
In s tru ctio n 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 Enterprise operations Food service operations Facilities acquisition and construction services Interest and fiscal charges
Total Expenses
$761,933 44,054 60,263 17,674 1,260 5,462 60,787 18,859 136,507 59,631 31,193 235 43,886 5,780
$1,247,524
$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
$443,238 32,604 35,695 5,429 1,260 (6,602) 35,714 18,668 106,182 54,141 31,023 194 (709) 3,409 (3,775) 5,780
$418,343 31,590 29,044 6,034 1,506 (4,858) 37,468 17,723 125,585 53,373 32,458 (71) 2,803 1,690
$1,224,888 $762,251 $752,688
Although the instruction function makes up 61.08% of total gross costs in fiscal year 2018, it is 58.15% 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 $393,934,678. Of this fiscal year-end total, $183,306,859 is legally restricted, $158,451,623 is for capital outlay, $4,711,385 is for debt service, and $16,136,519 is for the school nutrition program, $3,934,764 is for the principal's fund, $72,568 is for other uses, $175,057,775 is committed primarily for safeguards set aside to protect the School System against economic recessions, and $2,969,492 of fund balance is non-spendable
Finally, $5,006,750 is assigned and $27,593,802 is unassigned and available for future educational purposes.
10
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
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 $29,768,066 or 12.51%, from fiscal year 2017 amount.
The property taxes increased approximately $12.5 million or 2.18% over the fiscal year 2017 amount due to an increase in the tax digest property valuations.
In fiscal year 2018, the QBE State aid of approximately $375 million increased from the fiscal year 2017 amount by approximately $10.55 million or 2.90%. This increase relates to increased enrollment and a special one-time payment from DOE.
Federal revenues increased by approximately $931,000 from fiscal year 2017. Other 2018 revenues decreased by $3.0 million. Overall revenues increased $20.98 million or 2.2% over our fiscal year 2017 revenues due to growth in the property tax digest, moderate growth in QBE and an improving interest rate environment for investment earnings.
On the expenditure side, total general fund expenditures, increased approximately $46.1 million or 4.79% in line with salary increases given to employees for fiscal year 2018 and rising benefit costs.
Direct instruction expenditures increased approximately $37.6 million or just 5.95%. The improvement of instructional services function costs was approximately $7.4 million or 21.17% 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 the addition of instructional support teachers serving schools.
Business administration costs increased by $2.4 million or 14.22%. The increase was due to rising salary and benefit cost and a payment for general liability insurance formerly charged to a different function. Central support services decreased by $1.8 million dollars or 5.73% because of a reduction in technical specialist positions, decreased spending on software licensing and professional services.
The maintenance function expenditures decreased by $3.7 because of rising salary/benefit and utility costs offset by reductions in insurance and equipment maintenance costs and a completion of a HVAC modification project for which most of expenditures occurred in fiscal year 2017.
Most other expenditure functions were consistent with the fiscal year 2017 amounts and increased in line with the salary and step increases given to all employees.
The general fund's ending unassigned fund balance is $27,634,381, representing the equivalent of 2.74% of annual expenditures. The unassigned fund balance was 5.66% of annual expenditures at June 30, 2017. The decrease in this percentage is reflective of the draw on fund balance for operating purposes during fiscal year 2018.
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 2018, this fund expended approximately $39 million on construction and approximately $2.2 million on debt service. In this fiscal year, this fund recognized approximately $3 in state and federal intergovernmental revenue. At June 30, 2018, this fund reported a fund balance of approximately $53.0 million, which will be used for future construction and debt service.
2017 SPLOST Capital Projects Fund On May 24, 2016, the voters approved a special purpose local option sales tax for a period of five years. The District is authorized to use $976.3 million for building construction and renovation and $48.5 million for debt service. During fiscal year 2018, this fund expended $59.4 million on construction and $16.6 million on debt service. In this fiscal year, this fund recognized approximately $178.0 in sales tax revenue. At June 30, 2018, this fund reported a fund balance of approximately $101.62 million, which will be used for future construction and debt service.
11
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
General Fund Budgetary Highlights The revenue budget was amended downward by $11,420,604 or 1.13% due to a decline in property taxes against the forecast as result of a freeze of the 2017 digest values by the County Commission. The freeze was later ruled unconstitutional by Georgia Department of Revenue for which the District joined with the Fulton County and the Atlanta Independent School System to file for a temporary collection order on the 2017 digest. These activities resulted in disruption to the property tax revenue stream. The State revenue budget was amended upward by a total of $1.1 million or just .31%. The final actual was more than the final budget by $4.0 million due to a one-time payment awarded by the Georgia Department of Education. The property taxes revenue was less than the final budget by $25.2 million as this revenue source was disrupted by a freeze placed on property assessments by the Fulton County Commission as described above. The expenditure side of the original budget for the general fund was revised upward approximately $34.02 million or 3.36% increase resulting from the rollover of outstanding 2017 purchase orders, the de-commitment of fund balance, and subsequent increase in budget for a text book adoption. The total expenditures for direct instruction ended the year less than 1% under budget because of rising benefit costs over forecast and teacher staffing at the lower end of the experience scale versus the mid-point budgeted. Improvement of Instructional Services function returned a positive budget variance of 4.16% due to salary lines and professional service and supply reductions. Pupil Services returned a positive budget variance of 15.08% due to the need for support and contracting services not being as high as estimated. In addition, benefit costs were below the forecasted amount. The Transportation function was under budget by $1.80 million as driver supplements' that were budgeted were not paid out as anticipated. The Maintenance and Operation function returned a positive budget variance in the amount of $13.70 million because of the reduced need for portables due to moderating enrollment, reduced equipment maintenance and contracted services cost and HVAC modification projects completed under budget for 2018. Finally, the Central Support Function was 19.72% under budget due to contracted services for technology being over estimated and a decrease in technology specialist positions. All other functions performed with minor variances. Overall, the School System spent 96.48% of the final expenditure budget as compared to 98% in fiscal year 2017.
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12
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
Capital Assets and Debt Administration
Capital Assets The School System's investment in capital assets for governmental activities as of June 30, 2018, was $1,940,896,051. The total decrease was $12,446,180 in the net investment or .64%. 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.
Capital Assets Governmental Activities
Nondepreciable Land Construction in Progress
2018
2017
$265,381,037 19,493,602
$265,943,554 65,348,799
2018
93% 7%
2017
80% 20%
Total nondepreciable
284,874,639 331,292,353
100%
100%
Depreciable assets: Buildings and improvements Machinery and equipment
2,370,964,971 113,117,718
2,332,225,706 99,810,416
95%
96%
5%
4%
Total depreciable assets
2,484,082,689 2,432,036,122
100%
100%
Less accumulated depreciation 828,061,277 809,986,244
Book value depreciable assets 1,656,021,412 1,622,049,878
Percentage depreciated
33%
33%
Book Value all assets
$1,940,896,051 $1,953,342,231
At June 30, 2018, the depreciable capital assets for governmental activities were 33% depreciated. This percentage compares as equal to the June 30, 2017 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.
13
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
The major projects added to the construction in progress account in thousands are as follows:
Construction in Progress (in thousands)
ABBOTS HILL ES ALPHARETTA HS ALPHARETTA STEM HS AUTREY MILL MS BANNAKER HS BETHUNDE ES BROOKVIEW ES CAMBRIDGE HS CAMP CREEK MS CAMPBELL ES CENTENNIAL HS CHATTAHOOCHEE HS COGBURN WOODS ES CONLEY HILLS ES CRABAPPLE MS CREEKSIDE HS DOLVIN ES DUNWOODY SPRINGS CHARTER ES ELKINS POINT MS EVOLINE C. WEST ES FINDLEY OAKS ES GULLATT ES HAMILTON HOLMES ES HEMBREE SPRINGS ES HERITAGE ES HIGH POINT ES HILLSIDE ES HOLCOMB BRIDGE MS HOPEWELL MS INDEPENDENCE HS JACKSON ES LAKE WINDWARD ES LIBERTY POINT ES LOVE T. NOLAN ES MANNING OAKS ES
$ 12.57 546.48
3,747.16 15.09 5.06 142.92 52.99 5.35 658.93
1,137.18 343.41 70.19 189.66 2.46
1,328.34 17.67 10.00 11.49 135.35 (1.99) 134.21
2,140.09 86.90 49.52 87.26 18.98 124.98 141.42 1.78
3,989.47 20.00 250.60 75.97 70.63 441.90
MCNAIR MS MEDLOCK BRIDGE ES MIMOSA ES MOUNTAIN PARK ES NEW PROSPECT ES OPERATIONS NORTH SPRINGS CHARTER HS NORTHVIEW HS NORTHWESTERN MS NORTHWOOD ES OCEE ES PARKLANE ES RANDOLPH ES RIDGEVIEW CHARTER MS RIVER EVES ES RIVERWOOD CHARTER HS ROSWELL HS ROSWELL NORTH ES S.L. LEWIS ES SANDTOWN MS SANDY SPRINGS MS SEABORN LEE ES SHAKERAGE ES SPALDING DRIVVE CHARTER ES STATE BRIDGE ES STONEWALL TELL ES SUMMIT HILL ES SWEET APPLE ES TAYLOR ROAD MS TRI-CITIES HS VICKERY MILL ES WEBB BRIDGE MS WESTLAKE HS WILSON CREEK ES WOLF CREEK ES
$ 57.50 240.28 81.12 2.72 104.34
6,338.98 464.30 40.08 92.05 526.75 77.19 170.34
2,381.71 12.05 360.57
6,008.88 16.48 24.30 74.75 132.47 6.55 0.35 25.19 0.35 344.77 (0.30) 118.86 114.34 0.35 0.34 1.61 171.26 628.75 16.03 0.94
14
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
Long-term Debt
At June 30, 2018, there is one general obligation bond issue outstanding, totaling $32,715,000. The School System retired $9,805,000 or 23% of the outstanding bonds in fiscal year 2018.
District workers compensation claims decreased by 44.64% due to revision of estimates in conjunction with the implementation of a new third-party administrator. Pension and OPEB liabilities declined modestly and compensated absences increased.
The following table presents the outstanding long-term debt balances at June 30, 2018 and 2017:
Long-term debt and obligations
1998 general obligation bonds Intergovernmental agreement Workers' Compensation Other Claims and Judgements Net OPEB Liabilities Net Pension Liabilities Compensated Absences Total
See note 3-H for more information.
Governmental Activities
Restated
2018
2017
$32,715,000
$42,520,000
21,380,998
23,756,665
3,621,707
6,541,867
640,232
262,834
759,529,022
804,113,286
980,974,748 1,054,206,269
36,547,656
32,136,697
% Change
-23.06% -10.00% -44.64% 143.59% -5.54% -6.95% 13.73%
$1,835,409,363 $1,963,537,618
-6.53%
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15
MANAGEMENT'S DISCUSSION AND ANALYSIS (Unaudited)Fulton County Board of Education, Georgia As of and for The Fiscal Year Ended June 30, 2018
Economic Conditions Affecting the School System
Fiscal Year 2018 Budget The fiscal year 2018 budget was presented to the public on May 09, 2017 and adopted by the Board of Education at the June 13, 2017 meeting. This budget was developed using an open, transparent, and allinclusive 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 $61.13 million or 6.43% to a total of $1.01 billion. The most significant items include:
TRS Benefit increases from 14.27% to 16.81% for a $17 million impact; Classified Health Insurance increased by $4.6 million; STEP and salary increases for all employees amounted to $22.6 million; Increase in Instructional Support Teachers $1.3 million; Increase in the Special Education $3.1 million; and Increase in the Local Fair Share $11.2 million.
On the revenue side, the millage rate remained constant with a forecasted increase in the property tax digest of 7.95%. 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 $55.4 million or 5.82%% from the Fiscal Year 2017 budget.
Fiscal Year 2019 Budget The fiscal year 2019 budget was presented to the public on June 12, 2018 and adopted by the Board of Education at the June 28, 2018 meeting. This budget was developed using an open, transparent, and allinclusive process, which solicited input at different stages of the budget development process from budget stakeholders. The 2019 budget increased expenditure levels from the final 2018 budget by $38.8 million or 3.83% to a total of $1.051 billion. The most significant items include:
TRS Benefit increases from 16.81% to 20.90% for a $22 million impact; Increase in Local Fair Share for a $158.3 million impact; Austerity Cuts Eliminated $7.1 million impact; Increase in Class Size $11 million; Employee Furlough Day $3 million; and Salary Increase for all staff $15 million.
On the revenue side, the millage rate was reduced to 17.796 mill to provide tax relief to homeowners. QBE revenues are expected to decrease by 1.59% because of the District's increase in Local Fair Share. Overall, the revenue budget increased $29.87 million or 3.05% from the Fiscal Year 2018 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 financerelated 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.
16
BASIC FINANCIAL STATEMENTS
Fulton County Board of Education, Georgia Statement of Net Position June 30, 2018
Assets Current Assets
Cash and cash equivalents Receivables (net):
Accounts Property taxes Sales taxes Intergovernmental Loans Prepaid items Inventory
Total Current Assets
Noncurrent Assets Loans receivable 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 Accrued interest payable Other payables Retainage payable Payable to external parties 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 Other claims and judgments payable Compensated absences payable Intergovernmental agreement payable General obligation bonds payable Net pension liabilities Net OPEB liability
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
$
446,030,856
1,112,459 19,250,894 14,962,251 65,058,067
435,464 2,244,213
722,018
549,816,222
2,731,251 284,874,639 1,656,021,412 1,943,627,302 220,301,530 2,713,745,054
48,564,268 88,748,092
1,742,430 938,993 846,069
2,132,391 1,810,853
608,909 32,892,890
2,375,667 10,330,000
190,990,562
1,810,854 31,323
3,654,766 19,005,331 22,385,000 980,974,748 759,529,022
1,787,391,044
87,186,917
2,065,568,523
1,885,953,984
160,124,215 5,611,047
16,858,537 3,261
4,030,189 (1,424,404,702)
$
648,176,531
17
Fulton County Board of Education, Georgia Statement of Activities
For the Fiscal Year Ended June 30, 2018
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 Enterprise operations Food service operations Facilities acquisition and construction services Interest and fiscal charges
Expenses
$ 761,933,117
44,053,894 60,262,827 17,673,710 1,259,707 5,462,403 60,786,516 18,859,184 136,507,157 59,631,037 31,193,212
234,803 -
43,886,456 -
5,779,722
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
$
5,580,837 $ 313,114,427 $
1,676,734 709,851 11,275,291 -
11,449,386 24,567,434 12,244,361
12,065,088 25,072,129
190,780 28,642,418
5,490,162 170,432 40,067 -
29,201,947 -
-$
5,830 3,775,787 -
(443,237,853)
(32,604,508) (35,695,393) (5,429,349) (1,259,707)
6,602,685 (35,714,387) (18,668,404) (106,182,175) (54,140,875) (31,022,780)
(194,736) 709,851 (3,409,218) 3,775,787 (5,779,722)
Total Governmental Activities
$ 1,247,523,745 $
19,242,713 $ 462,248,631 $
3,781,617
(762,250,784)
General Revenues Property taxes levied for:
General purposes Debt service Sales taxes Unrestricted - investment earnings Miscellaneous
590,867,168 1,503
178,021,932 3,920,333 7,532,457
Total General Revenues
780,343,393
Change in Net Position
18,092,609
Net Position Beginning of Fiscal Year, as restated
630,083,922
Net Position End of Fiscal Year
$
648,176,531
See accompanying notes to the basic financial statements
18
Fulton County Board of Education, Georgia Balance Sheet
Governmental Funds June 30, 2018
Assets Cash and cash equivalents Receivables (net): Accounts Property taxes Sales taxes Intergovernmental Interfund Prepaid items Inventory
Total Assets
General
2012 SPLOST Capital Projects
$ 263,671,274 $ 55,865,206
1,048,681 19,250,894
56,034,133
3,693,433 478,927 -
830,095 -
$ 344,177,342 $ 56,695,301
2017 SPLOST Capital Projects
$ 94,497,324 -
14,962,251 -
842,767 -
$ 110,302,342
Nonmajor Governmental
Funds
$ 31,997,052
63,778 -
8,193,839 43,164
922,519 722,018
$ 41,942,370
Total Governmental
Funds
$ 446,030,856
1,112,459 19,250,894 14,962,251 65,058,067
3,736,597 2,244,213
722,018
$ 553,117,355
Liabilities, Deferred Inflow of Resources, and Fund Balances
Liabilities Accounts payable Accrued salaries and benefits payable Other payables Retainage payable Payable to external parties Interfund payable
$ 35,837,682 $ 84,630,017 2,132,391 12,977
2,774,436 $ -
59,069 -
7,892,562 $ 2,059,588 $
-
4,118,075
-
938,993
787,000
-
-
-
-
3,723,620
48,564,268 88,748,092
938,993 846,069 2,132,391 3,736,597
Total Liabilities
Deferred Inflow of Resources
Total Liabilities and Deferred Inflow of Resources
Fund Balances Nonspendable Restricted Committed Assigned Unassigned (deficit)
Total Fund Balances
122,613,067 13,386,442
135,999,509
478,927 -
175,057,775 5,006,750
27,634,381 208,177,833
2,833,505 829,825
3,663,330
53,031,971
53,031,971
8,679,562 -
8,679,562
842,767 100,780,013
101,622,780
10,840,276 -
10,840,276
1,647,798 29,494,875
(40,579) 31,102,094
144,966,410 14,216,267
159,182,677
2,969,492 183,306,859 175,057,775
5,006,750 27,593,802 393,934,678
Total Liabilities, Deferred Inflow of Resources, and Fund Balances
$ 344,177,342 $ 56,695,301 $ 110,302,342 $ 41,942,370 $ 553,117,355
See accompanying notes to the basic financial statements
19
Fulton County Board of Education, Georgia Reconciliation of the Governmental Funds Balance Sheet
to the Government-wide Statement of Net Position June 30, 2018
Total Governmental Fund Balances
$ 393,934,678
Amounts Reported for Governmental Activities in the Government-wide Statement of Net Position is Different Because:
Long-term receivables 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.
Loans receivable
$
3,166,715 $
3,166,715
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
2,768,957,328 (828,061,277)
1,940,896,051
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
13,386,442 829,825
14,216,267
Deferred outflows for pensions and OPEB reported on the government-wide statement of position but not reported on the governmental fund balance sheet.
Deferred outflows of resources - cost sharing plan
$
Deferred outflows of resources - single employer local plan
Deferred outflows of resources - OPEB plan
175,746,477 16,405,777 28,149,276
220,301,530
Deferred inflows for pensions and OPEB reported on the government-wide statement of position but not reported on the governmental fund balance sheet.
Deferred inflows of resources - cost sharing plan
$
Deferred inflows of resources - single employer local plan
Deferred inflows of resources - OPEB plan
(25,545,954) (1,312,016) (60,328,947)
(87,186,917)
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
$
Accrued interest 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
Net OPEB liability
Compensated absences payable
Net Position of Governmental Activities
(3,736,597)
3,736,597
-
(32,715,000) (1,742,430) (21,380,998) (3,621,707)
(640,232) (892,266,512) (88,708,236) (759,529,022) (36,547,656)
(1,837,151,793)
$ 648,176,531
See accompanying notes to the basic financial statements
20
Fulton County Board of Education, Georgia Statement of Revenues, Expenditures and Changes in Fund Balances
Governmental Funds For the Fiscal Year Ended June 30, 2018
Revenues Property taxes Sales taxes Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Installment sales Other
Total Revenues
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
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
Total Other Financing Sources (Uses)
Net Change in Fund Balances
General
2012 SPLOST Capital Projects
2017 SPLOST Capital Projects
$ 586,807,403 $ -
375,107,589 4,443,356 3,209,935 5,381,195 325,115 4,277,185
2,204,025 784,617 861,811 318,973
$
-
178,021,932
-
787,145
710,398
-
-
1,200
979,551,778
4,169,426
179,520,675
Nonmajor Governmental
Funds
Total Governmental
Funds
$
1,503 $
-
8,114,892
80,184,461
196,277
13,861,518
-
2,935,099
586,808,906 178,021,932 385,426,506
86,199,579 4,978,421
19,242,713 325,115
7,532,457
105,293,750
1,268,535,629
670,282,946
37,418,245 42,436,216 15,271,087
3,959,268 57,841,073 19,756,477 81,369,109 51,070,890 30,091,681
38,292 -
-
1,009,535,284
-
39,118,323
843,767
39,962,090
-
59,444,707 2,375,667 866,804
62,687,178
37,134,761
5,774,666 16,065,424
80,940 1,226,208 1,461,700
181,642 -
2,557,947 122,746 33,886
40,200,521 654,016
9,805,000 2,326,721
117,626,178
(29,983,506)
(35,792,664)
116,833,497
(12,332,428)
254,371 213,052 1,346,097 (1,598,080)
215,440
(29,768,066)
2,477,571 (1,323,017)
1,154,554
(34,638,110)
51,290 (13,403,071)
(13,351,781)
103,481,716
1,553,574 -
12,865,543 (416,333)
14,002,784
1,670,356
707,417,707
43,192,911 58,501,640 15,352,027
1,226,208 5,420,968 58,022,715 19,756,477 81,369,109 53,628,837 30,214,427
72,178 40,200,521 99,217,046
12,180,667 4,037,292
1,229,810,730
38,724,899
1,807,945 213,052
16,740,501 (16,740,501)
2,020,997
40,745,896
Fund Balances (Deficits) Beginning of Fiscal Year
237,945,899
87,670,081
(1,858,936)
29,431,738
Fund Balances End of Fiscal Year
$ 208,177,833 $ 53,031,971 $ 101,622,780 $ 31,102,094 $
353,188,782 393,934,678
See accompanying notes to the basic financial statements
21
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, 2018
Net Changes In Fund Balances - Total Governmental Funds
$ 40,745,896
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
$ (55,616,473) 57,075,074
1,458,601
The book value of capital assets sold and related revenue from the initiation of long-term installment loan receivable are reported on the government-wide statement of activities but not reported in the governmental funds' operating statement.
Net book value of capital assets sold Issuance of long-term installment loan receivable
related to buildings sold during the current fiscal year that will be paid to the District over future periods.
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 @ 6/30/2018 Deferred @ 6/30/2017
$ 13,386,442 (10,156,502)
(13,904,781) 1,555,000 3,229,940
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 @ 6/30/2018 Deferred @ 6/30/2017
$ 829,825 (6,649,636)
(5,819,811)
Transfers between governmental funds are reported in the governmental funds' operating statement but are
eliminated on the government-wide statement of activities:
Transfers in
$ (16,740,501)
Transfers out
16,740,501
-
Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. This is the net change in deferred outflows and inflows of resources related to the cost sharing pension plan and the net pension liability.
(5,727,239)
Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. This is the net change in deferred outflows and inflows of resources related to the OPEB plan and net OPEB liability.
(15,782,282)
Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. This is the net change in deferred outflows and inflows of resources related to the single employer pension plan and the net pension liability.
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.
4,086,530
Liability @ 6/30/18 Liability @ 6/30/17
$ (1,742,430) -
Repayment of loans receivablel is reported as revenue in governmental funds, but the repayment reduces long receivable in the government-wide statement of net position.
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 @ 6/30/2018 Liability @ 6/30/2017
$ (36,547,656) 32,136,697
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 @ 6/30/2018 Liability @ 6/30/2017
$ (3,621,707) 6,541,867
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 @ 6/30/2018 Liability @ 6/30/2017
Change In Net Position of Governmental Activities
$ (640,232) 262,834
$
See accompanying notes to the basic financial statements
(1,742,430) (319,285)
12,180,667
(4,410,959)
2,920,160
(377,398) 18,092,609
22
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, 2018
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
Property taxes Investment earnings Installment sales Other
Original Budget
$
369,920,750 $
2,710,000
626,537,879 540,000 -
7,572,333
Total Revenues
1,007,280,962
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
684,845,223
41,520,127 28,054,573 15,086,957 2,602,649 55,266,990 15,760,531 82,066,530 52,880,420 34,223,677
40,035
Total Expenditures
1,012,347,712
Excess (Deficiency) of Revenues Over (Under) Expenditures
(5,066,750)
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
2,043,243 -
106,693 (965,563)
Total Other Financing Sources (Uses)
1,184,373
Net Change in Fund Balances
$
(3,882,377) $
See accompanying notes to the basic financial statements
2018
Final Budget
371,070,424 $ 2,710,000
612,048,734 1,102,467 8,928,733
995,860,358
Actual
Variance With Final
Budget
375,107,589 $ 4,443,356
4,037,165 1,733,356
586,807,403 3,209,935 325,115 9,658,380
(25,241,331) 2,107,468 325,115 729,647
979,551,778
(16,308,580)
675,773,149
44,061,439 44,276,099 15,876,793
3,122,111 58,315,129 19,465,237 95,079,263 52,874,251 37,485,576
40,035
1,046,369,082
670,282,946
37,418,245 42,436,216 15,271,087
3,959,268 57,841,073 19,756,477 81,369,109 51,070,890 30,091,681
38,292
1,009,535,284
5,490,203
6,643,194 1,839,883
605,706 (837,157) 474,056 (291,240) 13,710,154 1,803,361 7,393,895
1,743
36,833,798
(50,508,724)
(29,983,506)
20,525,218
494,554 -
1,378,420 (1,771,180)
101,794
(50,406,930) $
254,371 213,052 1,346,097 (1,598,080)
215,440
(29,768,066) $
(240,183) 213,052 (32,323) 173,100
113,646
20,638,864
23
Fulton County Board of Education, Georgia Statement of Fiduciary Net Position Fiduciary Funds June 30, 2018
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
$
283,706 $
5,987,114
178,192,940
-
131,308,749
-
100,960,992
-
3,803,960
-
2,132,391 22,367 2,260
97,159 334,168
416,707,365
6,418,441
673,508 -
673,508 $
$ 416,033,857
101,656 6,316,785
-
6,418,441
24
Fulton County Board of Education, Georgia Comparative Statement of Changes in Fiduciary Net Position
Pension Trust Fund For the Fiscal Year Ended June 30, 2018
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.
2018
$ 23,193,000 2,572,698
25,765,698
10,658,983 21,054,130
(906,637) 30,806,476 56,572,174
872,896 32,283,533
1,398,290 34,554,719 22,017,455
394,016,402 $ 416,033,857
25
NOTES TO BASIC FINANCIAL STATEMENTS
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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 Restatements..................................................................................................................................... 4-F
26
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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.
27
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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.
The 2017 SPLOST Capital Projects Fund This fund accounts 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.
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.
28
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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.
29
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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 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.
30
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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, 2018, 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 Buildings and improvements
Governmental Activities
Estimated Lives
Capitalization Threshold
15 - 50 Years
$5,000
Furniture, equipment and vehicles
5 - 15 Years
$5,000
31
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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.
32
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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 Standard
In fiscal year 2018, the School System implemented GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. In conjunction with the implementation of GASB Statement No. 75, the School System is required to change its accounting treatment of the Other Postemployment Benefits (OPEB) liabilities and the related OPEB expense. The new standard requires that the School System's proportionate share of the net OPEB liability be recorded on the statement of net position for its governmental activities. Additional information about this new standard can be found in Notes 3-J and 4-F.
33
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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 2018 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 2018 annual budget:
General fund: General administration Business administration
$ 837,157 291,240
All budgeted special revenue funds: School administration Transfers out
$ 73,301 16,106
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 all deposits and investments (other than federal or state government instruments) to be covered by depository insurance or pledged securities. Amounts that exceed standard depository insurance limits are required to be collateralized either (1) individually by the financial institutions through pledged obligations of the U.S. Government, obligations backed by the full faith and credit of the U.S. Government, obligations of the State of Georgia or other states, or obligations of counties, municipalities, or public authorities of the State of Georgia, or (2) participation in the State of Georgia Secure Deposit Program. As of June 30, 2018, the financial institutions holding all of the School System's deposits are participants of the State of Georgia Secure Deposit Program, which is administered by the Office of the State Treasurer, and requires participating banks holding deposits of public funds to pledge collateral at varying rates depending on the tier assigned by the state. As of June 30, 2018, all of the School System's bank balances were insured and/or collateralized as defined by GASB and required by state statutes.
34
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 Detailed Notes on All Funds (Continued)
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, 2018 are as follows:
Credit Risk AAAf rated
Value $ 403,089,314
Interest Risk 10 day WAM
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.
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
$ 446,030,856 $
- $ 446,030,856
6,270,820
414,266,641
420,537,461
Total
$ 452,301,676 $ 414,266,641 $ 866,568,317
Deposits (Pension Trust Fund)
Custodial Credit Risk Deposits As of June 30, 2018, 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.
35
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 Detailed Notes on All Funds (Continued)
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, 2018, the Pension Trust Fund had the following investments and maturities:
Inves tment Type
Mutual Funds , Inves ted in Fixed Income Securities Mutual Funds , Inves ted in Domes tic Equities Mutual Funds , Inves ted in International Equities Limited Partners hips
Total
Fair Value
$ 100,960,992 178,192,940 131,308,749 3,803,960
$ 414,266,641
Maturity Range (Time to Maturity)
Low
3.00 n/a n/a n/a
High
9.31 n/a n/a n/a
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, 2018 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, 2018, $131,308,749 or 31.5% 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, 2018, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was 7.79%. 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, 2018 is 7%.
36
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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, 2018:
Investment
Level 1
Investments by Fair Value Level Mutual funds invested in:
Domestic equities International equities Fixed income securities
$ 178,192,940 131,308,749 100,960,992
Total investments by fair value level
$ 410,462,681
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
$ 178,192,940 131,308,749 100,960,992 410,462,681
3,803,960 3,803,960
$ 414,266,641
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, 2018, 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, 2018, consisted of property taxes, sales taxes, accounts (billings for user charges), installment loans (arising from the sale of the School System's buildings) 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, collectability.
On June 19, 2015, the School System sold its 2861 Lakeshore Drive, College Park property to a third party at a sales price of $1,750,000 and executed a promissory note for $1,749,000 at a zero percent interest rate over a 120 month term with monthly payments commencing in June 2015. The loan receivable matures in June 2025. The loan receivable balance due from this third party as of June 30, 2018 is $1,322,000.
On December 18, 2015, the School System sold its 3121 Norman Berry Drive, East Point property to a third party at a sales price of $600,000 and executed a promissory note for $600,000 at a zero percent interest rate over a 60 month term with monthly payments commencing in December 2015. The loan receivable matures in December 2020. The loan receivable balance due from this third party as of June 30, 2018 is $300,000.
37
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 Detailed Notes on All Funds (Continued)
3-B. Receivables (Continued)
On May 23, 2018, the School System sold its 2626 Hogan Road, East Point property to a third party at a sales price of $1,730,000 and executed a promissory note for $1,555,000 at a 5% interest rate over a 120 month term with monthly payments commencing in June 2018. The loan receivable matures in May 2028. The loan receivable balance due from this third party as of June 30, 2018 is $1,544,715.
Annual installment loan receivable balances due to the System to maturity as of June 30, 2018 for these three (3) promissory notes are as follows:
Fis cal Year Ending
Principal
Interes t
Total
2019
$
2020
2021
2022
2023
2024-2028
435,464 $ 441,274 387,351 333,706 340,354 1,228,566
66,925 $ 61,115 55,039 48,683 42,035 99,265
502,389 502,389 442,390 382,389 382,389 1,327,831
Total
$ 3,166,715 $ 373,062 $ 3,539,777
3-C. Property Taxes Property taxes for June 30, 2018 fiscal year were levied and billed in November 2017, based on the property values assessed as of January 1, 2017, and are payable on or before January 15, 2018. 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, 2018.
The remainder of this page is left blank intentionally
38
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 Detailed Notes on All Funds (Continued)
3-D. Capital Assets
Capital asset activity for the fiscal year ended June 30, 2018, 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 6/30/2017
Additions
Deductions
Balance 6/30/2018
$ 265,943,554 $ 65,348,799
331,292,353
17,623 $
580,140 $ 265,381,037
34,700,315
80,555,512
19,493,602
34,717,938
81,135,652
284,874,639
2,332,225,706 38,519,023 61,291,393
2,432,036,122
2,763,328,475
80,555,512 4,953,421
17,403,715
102,912,648
137,630,586
41,816,247 6,025,215 3,024,619
50,866,081
132,001,733
2,370,964,971 37,447,229 75,670,489
2,484,082,689
2,768,957,328
746,670,938 26,095,676 37,219,630
809,986,244
$ 1,953,342,231 $
50,080,474 1,879,787 3,656,212
29,103,951 5,498,310 2,939,179
767,647,461 22,477,153 37,936,663
55,616,473
37,541,440
828,061,277
82,014,113 $ 94,460,293 $ 1,940,896,051
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
$ 39,590,262 205,574 844,342
2,015,107 26,761
1,208,247 510,841
1,076,613 6,013,240
500,434 13,384
3,611,668
$ 55,616,473
39
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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 to:
Nonmajor governmental
fund
General fund
Nonmajor governmental fund $ 30,187
General fund
3,693,433
$ 3,723,620
$ 12,977 -
$ 12,977
Payable to: Pension trust fund
Payable from:
General fund
$ 2,132,391
Interfund Transfers The transfers between the general fund and nonmajor governmental funds are for miscellaneous items. Transfers between the general fund and the 2012 SPLOST fund are for reimbursement of SPLOST expenditures that were paid by the general fund in the prior fiscal years. The transfers between the 2017 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
2012
fund
SPLOST fund
2017 SPLOST fund
Total
General fund 2017 SPLOST fund 2012 SPLOST fund Nonmajor governmental funds
$
-$
51,290
812,591
734,199
23,080 $ -
393,253 -
1,323,017 $ -
1,271,727 12,131,344
1,346,097 51,290
2,477,571 12,865,543
Total
$ 1,598,080 $ 416,333 $ 1,323,017 $ 13,403,071 $ 16,740,501
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 ($13,386,442) and state grants for construction ($829,825). These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available.
Government-wide Financial Reporting Level - The School System also has deferred inflows of resources and deferred outflows of resources related to the recording of changes in its net pension liability and net other postemployment benefits (OPEB) liability. Certain changes in the net pension liability and net OPEB liability are recognized as pension and OPEB expenses over time instead of all being recognized in the year of occurrence. Experience gains or losses result from periodic studies by the School System's actuary which adjust the net pension liability and net OPEB liability for actual experience for certain trend information that was previously assumed, for example the assumed dates of retirement of Plan members. These experience gains or losses are recorded as deferred outflows of resources or deferred inflows of resources and are amortized into pension and OPEB expenses over the expected remaining service lives of Plan members.
40
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
3-F. Deferred Inflows/Outflows of Resources (Continued)
Changes in actuarial assumptions, changes in proportion, and the difference between School System contributions and the proportionate share of contributions, which adjust the net pension liability and net OPEB liability, are also recorded as deferred outflows of resources or deferred inflows of resources and are amortized into pension and OPEB expense over the expected remaining service lives of Plan members. The difference between projected investment return on pension investments and actual return on those investments is also deferred and amortized against pension and OPEB expense over a five-year period. Additionally, any contributions made by the School System to the pension and OPEB plans before fiscal year end but subsequent to the measurement date of the School System's net pension liability and net OPEB liability are reported as deferred outflows of resources.
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, 2018.
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, 2018 is $32,715,000.
Annual debt service requirements to maturity as of June 30, 2018 are as follows:
Fiscal Year Ending
Principal
Interest
Total
2019 2020 2021
$ 10,330,000 $ 1,799,325 $ 12,129,325
10,890,000
1,231,175
12,121,175
11,495,000
632,225
12,127,225
Total
$ 32,715,000 $ 3,662,725 $ 36,377,725
41
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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, 2018 are as follows:
Fiscal Year Ending
Principal
Interest
Total
2019
$
2020
2021
2022
2023
2024-2027
2,375,667 $ 1,685,536 $ 4,061,203
2,375,667
1,685,536
4,061,203
2,375,667
1,685,536
4,061,203
2,375,667
1,685,535
4,061,202
2,375,666
1,685,535
4,061,201
9,502,664
6,742,142
16,244,806
Total
$ 21,380,998 $ 15,169,820 $ 36,550,818
Changes in Long-term Debt and Obligations Changes in the School System's long-term debt and obligations consisted of the following for the fiscal year ended June 30, 2018:
Outstanding 6/30/2017 (restated)
Additions
Governmental Activities
1998 general obligation bonds
$ 42,520,000 $
-
2011 intergovernmental agreement
23,756,665
-
Workers' compensation
insurance claims
6,541,867
3,691,859
Other claims and judgments
262,834
415,048
Net OPEB liabilities
804,113,286
43,931,558
Net pension liabilities
1,054,206,269
195,870,175
Compensated absences
32,136,697
37,216,241
Reductions
$ 9,805,000 2,375,667
6,612,019 37,650
88,515,822 269,101,696 32,805,282
Outstanding 6/30/2018
$ 32,715,000 21,380,998
3,621,707 640,232
759,529,022 980,974,748 36,547,656
Amounts Due in One Year
$ 10,330,000 2,375,667
1,810,853 608,909 -
32,892,890
Total Governmental Activities
$ 1,963,537,618 $ 281,124,881 $ 409,253,136 $ 1,835,409,363 $ 48,018,319
The beginning balances for governmental activities long-term debt and obligations has been restated as a result of the School System implementing GASB 75, Accounting and Reporting for Postemployment Benefits Other Than Pensions. For further discussions, see footnotes 3-J and 4-F.
42
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 Detailed Notes on All Funds (Continued)
Changes in Long-term Debt (Continued) The debt service fund retires the general obligation bonds. The 2012 and 2017 SPLOST capital projects funds 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 and OPEB liabilities.
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 2018. The School District's contractually required contribution rate for the fiscal year ended June 30, 2018 was 16.81% of annual School District payroll. District contributions to TRS were $96,215,329 for the fiscal year ended June 30, 2018.
43
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Pension Liabilities, Pension Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions - At June 30, 2018, 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.
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
$ 892,266,512
State of Georgia's proportionate share of the net pension liability associated with the Schoool System
631,715
Total
$ 892,898,227
The net pension liability was measured as of June 30, 2017. The total pension liability used to calculate the net pension liability was based on an actuarial valuation as of June 30, 2016. An expected total pension liability as of June 30, 2017 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, 2017. At June 30, 2017, the District's proportion was 4.800924%, which was an increase of 0.117276% from its proportion measured as of June 30, 2016.
For the fiscal year ended June 30, 2018, the District recognized total pension expense of $121,049,039 ($101,942,568 for the TRS Plan and $19,106,471 for the Local Pension Plan) and revenue of $10,119 (pertaining to the TRS Plan) for support provided by the State of Georgia for certain support personnel . At June 30, 2018, the District reported deferred outflows of resources and deferred inflows of resources related to pensions (TRS) from the following sources:
Deferred Outflows of
Resources
Deferred Inflows of Resources
Changes in proportion and differences between School System
contributions and proportionate share of contributions
$
26,595,296 $
16,038,348
Differences between expected and actual experience
33,376,264
3,367,320
Changes of assumptions
19,559,588
-
Contributions made by the School System subsequent to the
measurement date
96,215,329
-
Net difference betweeen projected and actual earnings on pension plan investments
-
6,140,286
Total
$ 175,746,477 $ 25,545,954
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:
44
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Fis cal Year Ending June 30,
Amount
2019 2020 2021 2022 2023
Total
$
(1,582,207)
50,539,100
23,918,083
(19,826,936)
937,154
$ 53,985,194
Actuarial assumptions: The total pension liability as of June 30, 2017 was determined by an actuarial valuation as of June 30, 2016 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 requirements 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 the 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. There is a margin for future mortality improvements in the tables used by the School 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.
The actuarial assumptions used in the June 30, 2016 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 Allocation
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
45
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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
$
1,464,314,034 $ 892,266,512 $ 421,027,928
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.
46
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Fund Membership - At July 1, 2017, the date of the most recent actuarial valuation, there were 5,411 participants respectively, consisting of the following:
July 1, 2017
Active plan participants Inactive plan members entitled to but not yet receiving benefits Inactive plan members or beneficiaries currently receiving benefits
1,880 481
3,050
Total participants
5,411
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 39.52% 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, 2018 was $23,193,000.
Net Pension Liability - The School System's net pension liability was measured as of June 30, 2018, 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, 2018 were as follows:
Total pension liability
$
504,742,093
Plan fiduciary net position
416,033,857
Net pension liability
$
88,708,236
Plan fiduciary net position as a percentage of the total pension liability
82.43%
Actuarial Assumptions The total pension liability was determined by an actuarial valuation as of July 1, 2017 with update procedures performed by the actuary to roll forward to the total pension liability measured as of June 30, 2018. The following actuarial assumptions apply to all periods included in the measurement:
47
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Inflation Salary increases Mortality
Investment rate of return Cost of living adjustments
2.75% Service-graded rates RP-2000 mortality set forward 2 years for employees and healthy annuitants with generational projection per Scale AA 7% net of expenses, including inflation 3%
The actuarial assumptions used in the June 30, 2017 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%
2.65% 2.95% 1.81% 5.61% 3.91% 4.57% 4.78% 5.81% 6.06% 8.12% 4.23%
2.51% 2.64% 1.67% 5.05% 2.94% 3.37% 3.52% 3.86% 4.35% 4.84% 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% 1.85% -0.10% 4.44% 7.20%
2.75% 1.85% -0.10% 3.75% 6.59% 11.61% 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.
48
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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
$
559,388,998 $ 504,742,093 $ 458,486,205
Fiduciary Net Position
416,033,857
416,033,857
416,033,857
Net Pension Liability
$
143,355,141 $
88,708,236 $ 42,452,348
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, 2018 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, 2018, were as follows:
(a) Total Pension Liability
(b) Increase (Decrease) in Plan Fiduciary Net Position
(a) - (b) Net
Pension Liability
Balances @ June 30, 2017
$ 481,933,866 $ 394,016,402 $ 87,917,464
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
4,381,345 32,882,506
19,226,199
(33,681,823) -
-
(33,681,823) 23,193,000
2,572,698 30,806,476
(872,896)
4,381,345 32,882,506
19,226,199
(23,193,000)
(2,572,698) (30,806,476)
872,896
Total Changes for the Fiscal Year
22,808,227
22,017,455
790,772
Balances @ June 30, 2018
$ 504,742,093 $ 416,033,857 $ 88,708,236
49
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
For the fiscal year ended June 30, 2018, the School System recognized pension expense of $19,106,471. Also at June 30, 2018, the School System reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources:
Deferred Outflows of Resources
Deferred Inflows of Resources
Differences between expected and actual
experience
$ 12,105,385 $
1,312,016
Net difference betweeen projected and
actual earnings on pension plan
investments
4,300,392
-
Total
$ 16,405,777 $ 1,312,016
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,
2019 2020 2021 2022
Total
Amount
$ 12,759,248 7,596,697 (4,646,519) (615,665)
$ 15,093,761
50
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
3-J. Other Postemployment Employment Benefits
Plan Description - The School System participates in the State of Georgia School Employees Postemployment Benefit Fund (the "School OPEB Fund") which is another postemployment benefit (OPEB) plan administered by the State of Georgia Department of Community Health (DCH). Certified teachers and non-certified employees of the School System as defined in 20-2-875 of the Official Code of Georgia Annotated (O.C.G.A.) are provided OPEB through the School OPEB Fund - a costsharing multiple-employer defined benefit postemployment healthcare plan, reported as an employee trust fund of the State of Georgia and administered by a Board of Community Health (DCH Board). Title 20 of the O.C.G.A. assigns the authority to establish and amend the benefit terms of the group health plan to the DCH Board. The School OPEB Fund is included in the State of Georgia Comprehensive Annual Financial Report which is publicly available and can be obtained at https://sao.georgia.gov/comprehensive-annual-financial-reports.
Benefits - The School OPEB Fund provides healthcare benefits for retirees and their dependents due under the group health plan for public school teachers, including librarians, other certified employees of public schools, regional educational service agencies, and non-certified public school employees. Retiree medical eligibility is attained when an employee retires and is immediately eligible to draw a retirement annuity from Employees' Retirement System (ERS), Georgia Judicial Retirement System (JRS), Legislative Retirement System (LRS), Teachers Retirement System (TRS) or Public School Employees Retirement System (PSERS). If elected, dependent coverage starts on the same day as retiree coverage. Medicare-eligible retirees are offered Standard and Premium Medicare Advantage plan options. Non-Medicare eligible retiree plan options include Health Reimbursement Arrangement (HRA), Health Maintenance Organization (HMO) and a High Deductible Health Plan (HDHP). The School OPEB Fund also pays for administrative expenses of the fund. By law, no other use of the assets of the OPEB Fund is permitted.
Contributions - As established by the Board of Community Health, the School OPEB Fund is substantially funded on a payas-you-go basis; that is, annual cost of providing benefits will be financed in the same year as claims occur. Contributions required and made to the School OPEB Fund from the School System were $27,927,127 for the fiscal year ended June 30, 2018. Active employees are not required to contribute to the School OPEB Fund.
Other Postemployment Benefits - For purposes of measuring the net OPEB liability, deferred outflows of resources and deferred inflows of resources related to OPEB, and OPEB expense, information about the fiduciary net position of the Georgia School Employees Postemployment Benefit Fund (School OPEB) and additions to/deductions from the School OPEB Fund's fiduciary net position have been determined on the same basis as they are reported by the School OPEB Fund. For this purpose, benefit payments are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value.
OPEB Liabilities, OPEB Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB - Effective July 1, 2017, the School System implemented the provisions of GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, which significantly changed the School System's accounting for OPEB amounts. The information disclosed in this note is presented in accordance with this new standard.
At June 30, 2018, the School System reported a liability of $759,529,022 for its proportionate share of the net OPEB liability. The net OPEB liability was measured as of June 30, 2017. The total OPEB liability used to calculate the net OPEB liability was based on an actuarial valuation as of June 30, 2016. An expected total OPEB liability as of June 30, 2017 was determined using standard roll-forward techniques. The School System's proportion of the net OPEB liability was actuarially determined based on employer contributions to the School OPEB Fund during the fiscal year ended June 30, 2017. At June 30 2017, the School System's proportion was 5.405916%, which was a decrease of 0.019845% from its proportion measured as of June 30, 2016.
51
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
For the fiscal year ended June 30, 2018, the School System recognized OPEB expense of $43,709,409. At June 30, 2018, the
School System reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following
sources:
Deferred Outflows Deferred Inflows of
of Resources
Resources
Net difference between projected and actual earnings on OPEB
plan investments
$
222,149 $
-
Changes in proportion and differences between School System
contributions and proportionate share of contributions
Changes in plan assumptions School System contributions subsequent to the measurement
date
Total
$
-
27,927,127 28,149,276 $
2,492,749 57,836,198
60,328,947
School System contributions subsequent to the measurement date of $27,927,127 are reported as deferred outflows of resources and will be recognized as a reduction of the net OPEB liability in the fiscal year ending June 30, 2019. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows:
Fiscal Year ending June 30: 2019 2020 2021 2022 2023 2024 Total
$ (10,794,994) (10,794,994) (10,794,994) (10,794,994) (10,850,531) (6,076,291)
$ (60,106,798)
Actuarial assumptions - The total OPEB liability as of June 30, 2017 was determined by an actuarial valuation as of June 30, 2016 using the following actuarial assumptions and other inputs, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2017:
Inflation
2.75%
Salary increases
TRS - 3.25 9.00%, including inflation
PSERS N/A
Long-term expected rate of return 3.88%, compounded annually, net of investment expense, and including inflation
Healthcare cost trend rate:
Pre-Medicare Eligible Medicare Eligible
7.75% 5.75%
Ultimate trend rate
Pre-Medicare Eligible Medicare Eligible
5.00% 5.00%
Year of Ultimate trend rate
2022
52
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Mortality rates were based on the RP-2000 Combined Mortality Table for Males or Females, as appropriate, with adjustments for mortality improvements based on Scale BB as follows:
For TRS Members: The RP-2000 White Collar Mortality Table projected to 2025 with projection scale BB (set forward 1 year for males) was used for death after service retirement and beneficiaries. The RP-2000 Disabled Mortality Table projected to 2025 with projection scale BB (set forward 2 years for males and four years for females) was used for death after disability retirement.
For PSERS Members: The RP-2000 Blue Collar Mortality Table projected to 2025 with projection scale BB (set forward 3 years for males and 2 years for females) was used for the period after service retirement and for beneficiaries of deceased members. The RP-2000 Disabled Mortality Table projected to 2025 with projection scale BB (set forward 5 years for both males and females) was used for the period after disability retirement.
The actuarial assumptions used in the June 30, 2016 valuation were based on the results of an actuarial experience study for the pension system, which covered the five-year period ending June 30, 2014.
Projection of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the School System and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculation.
Additionally, there was a change that affected measurement of the total OPEB liability since the prior measurement date. The methodology used to determine employee and retiree participation in the School OPEB Fund is based on their current or last employer payroll location. Current and former employees of public school districts, libraries, regional educational service agencies, and community colleges are allocated to the School OPEB Fund irrespective of retirement system affiliation.
The long-term expected rate of return on OPEB 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 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 Local Government Investment Pool
Target Allocation 100%
Long-Term Expected Real Rate of Return
3.88%
Discount rate - The discount rate has changed since the prior measurement date from 3.07% to 3.58%. In order to measure the total OPEB liability for the School OPEB Fund, a single equivalent interest rate of 3.58% was used as the discount rate. This is comprised mainly of the yield or index rate for 20 year tax-exempt general obligation municipal bonds with an average rating of AA or higher (3.56% per the Bond Buyer Index). The projection of cash flows used to determine the discount rate assumed that the current sharing of costs between the employer and the member will continue and that contributions from the employer will be made at the current level as averaged over the last five years, adjusted for annual projected changes in headcount. Projected future benefit payments for all current plan members were projected through 2115. Based on these assumptions, the OPEB plan's fiduciary net position was projected to be available to make OPEB payments for inactive employees through year 2029. Therefore, the long-term expected rate of return on OPEB plan investments was applied to discount projected benefit payments until 2029. The discount rate of 3.58% was the single rate which, when applied to all projected benefit payments, resulted in the same present value of benefit payments when the above discussed calculations are combined. The calculated discount rate of 3.58% was applied to all periods of projected benefit payments to determine the total OPEB liability.
53
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 3 - Detailed Notes on All Funds (Continued)
Sensitivity of the School System's proportionate share of the net OPEB liability to changes in the discount rate - The following presents the School System's proportionate share of the net OPEB liability calculated using the discount rate of 3.58%, as well as what the School System's proportionate share of the net OPEB liability would be if it were calculated using a discount rate that is 1-percentage-point lower (2.58%) or 1-percentage-point higher (4.58%) than the current rate:
School System's proportionate share of the
net OPEB liability
$
1% Decrease (2.58%)
901,804,660 $
Current discount rate
(3.58%)
759,529,022 $
1% Increase (4.58%)
647,244,728
Sensitivity of the School System's proportionate share of the net OPEB liability to changes in the healthcare cost trend rate - The following presents the School System's proportionate share of the net OPEB liability calculated using the healthcare cost trend rates of 5.00% to 7.75%, as well as what the School System's proportionate share of the net OPEB liability would be if it were calculated using healthcare cost trend rates that are 1-percentage-point lower (4.00% to 6.75%) or 1-percentage-point higher (6.00% to 8.75%) than the current rates:
School System's proportionate share of the net OPEB liability
1% Decrease (4.00% to 6.75%)
$
629,563,028
Current discount rate (5.00% to 7.75%)
$
759,529,022
1% Increase (6.00% to 8.75%)
$
928,744,547
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
$ 478,927
2017 SPLOST Capital Projects Fund: Prepaid items
$ 842,767
Nonmajor Governmental Funds: Prepaid items Inventories
$ 922,519 722,018
$ 1,644,537
Nonmajor Permanent Fund Balance
$
3,261
54
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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
2017 SPLOST Capital Projects Fund: Capital projects
Nonmajor Governmental Funds: School nutrition program Capital projects Principal and interest on long-term bonds Principals' funds Program purposes
Total Nonmajor Governmental Funds:
$ 53,031,971
$ 100,780,013
$ 16,136,519 4,639,639 4,711,385 3,934,764 72,568
$ 29,494,875
Committed The following fund balances are committed to specific purposes:
General Fund:
Working capital reserve
$ 50,617,386 *
Catastrophic event reserve
50,617,386 **
Revenue stabilization reserve
50,617,386 ***
Textbooks
10,000,000
Risk management
4,000,000
Charter school
4,400,000
Proficiency scales
300,000
Musical instruments
805,617
Student information system
2,100,000
Midyear
1,600,000
Total General Fund
$ 175,057,775
* This was approved and established by the Board based upon 5% of annual budgeted 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 budgeted 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 budgeted 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: Subsequent year's operating budget
$ 5,006,750
55
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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, 2018 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
$ 2,768,957,328 828,061,277
1,940,896,051 54,095,998 846,069
Net investment in capital assets
$ 1,885,953,984
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 2018 was $730,112 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, 2018:
Fiscal Year Ending June 30,
Amount
2019 2020 2021 2022 2023 2024-2028
Total
$ 141,995 93,970 63,230 65,259 63,230
253,784
$ 681,468
3-M. On-behalf Payments for Fringe Benefits
The School System has recognized revenue and expenditures of $62,560 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.
56
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
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
2016 2017 2018
$ 7,915,014 $ 6,302,000 6,541,867
7,120,340 7,031,225 3,691,859
$ 8,733,354 6,791,358 6,612,019
$ 6,302,000 6,541,867 3,621,707
The School System has purchased surety bonds to provide additional insurance coverage as follows:
Position Covered
Amount
Superintendent
$100,000
4-B. Contingent Liabilities
Grant Contingencies - 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.
Litigation - The School System was a defendant in several lawsuits at June 30, 2018. The total range of reasonably possible amounts for these cases is from $16,000 to $975,000. In the opinion of School System management and legal counsel, any potential liability related to these suits pending or unasserted claims are not estimable.
57
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 4 Other Notes (Continued)
4-C. Commitments
Construction Commitments - As of June 30, 2018, the School System has made the following significant construction commitments:
Contractor
Total Contract
Remaining Commitments
Complete Demolition Services, LLC Field Turf USA, Inc. Gilbane Construction NetPlanner Systems, Inc. R.K. Redding Construction SRS, Inc. Winter Construction Group
$
1,216,633 $
47,640
3,045,511
1,948,626
23,357,399
22,834,118
4,055,456
2,351,099
2,626,694
90,472
2,219,500
1,795,198
3,821,961
2,105,254
Total
$
40,343,154 $ 31,172,407
Encumbrance Commitments - As of June 30, 2018, 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 2017 SPLOST Capital Projects Fund 2012 SPLOST Capital Projects Fund
$ 20,911,956 51,247,458 3,800,238
Total Major Governmental Funds:
$ 75,959,652
Total Nonmajor Governmental Funds
$ 1,053,428
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.
4-E. Tax Abatements
For the fiscal year ended June 30, 2018, School System tax revenues were reduced by $4,832,479 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.
58
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2018
Note 4 Other Notes (Continued)
4-F. Restatements
In conjunction with the implementation of Governmental Accounting Standards (GASB) Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, the School District is required to change its accounting treatment of the OPEB liability and the related OPEB expense. The new standard requires that the School System's proportionate share of the net OPEB liability be recorded on the statement of net position for its governmental activities. Therefore, in conjunction with the implementation of GASB Statement No. 75, the following restatement was required to the beginning net position of governmental activities to properly recognize the School's net OPEB liability and related deferred outflows of resources for contributions subsequent to the measurement date as of the end of the prior period.
Governmental Activities
Net pos ition, as previous ly reported Res tatement for implementation of GASB Statement No. 75:
Net OPEB liability as of June 30, 2017 Deferred outflows of res ources - contributions Net pos ition, as res tated (before the below prior period adjus tment)
$
1,404,079,333
(804,113,286)
28,186,875
$
628,152,922
During fiscal year 2018, the School System determined that a restatement of beginning net position of governmental activities was required due to an error made in prior years of not recording a note receivable on the statement of net position under the full accrual basis of accounting pertaining to the sale of property owned by the School System. At the time of the sales of property, the School System entered into a promissory note with two (2) third parties in which the School System would paid in installments over a certain timeframe. The School System properly removed the property from its capital assets in the prior periods but failed to record the installment loan receivables on the statement of net position and the related revenue (or reduction of the loss from sale of capital assets that was allocated to program expenses) on the statement of activities in the prior years.
As result of this error, the following prior period adjustment was required:
Restated net position after GASB 75 adjustment from above Record Loan Note Receivables for sale of property in prior years Net position, as restated
Governmental Activities
$
628,152,922
1,931,000
$
630,083,922
59
REQUIRED SUPPLEMENTARY INFORMATION
Fulton County Board of Education, Georgia 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 payroll
$
School System's proportionate share of the net pension liability as a percentage of its covered payroll
Plan fiduciary net position as a percentage of the total pension liability
2018 4.800924%
892,266,512 $
631,715 892,898,227 $ 551,257,463 $
161.86% 79.33%
2017 4.683648%
966,288,805 $
2016 4.840253%
736,880,456 $
2015 4.721326%
596,477,266
839,686 967,128,491 $ 513,749,166 $
733,949 737,614,405 $ 508,061,985 $
321,780 596,799,046 480,206,823
188.09% 76.06%
145.04% 81.44%
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.
60
Fulton County Board of Education, Georgia Required Supplementary Information
Schedule of School System's Contributions 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 payroll Contributions as a percentage of covered payroll
2018
2017
$
96,215,329 $
78,664,440 $
96,215,329
78,664,440
$
- $
- $
572,369,595
551,257,463
16.81%
14.27%
2016 73,312,006 $ 73,312,006 - $
513,749,166 14.27%
2015 66,810,151 66,810,151 -
508,061,985 13.15%
Notes to the Schedule:
(1) Changes of assumptions: 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. 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) Schedule is intended to show ten (10) years of information; additional years will be added as they are available.
61
Fulton County Board of Education, Georgia 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 Payroll
Net Pension Liability as a Percentage of Covered Payroll
Notes to this Schedule: This schedule will present 10 years of information once it is accumulated.
2018
2017
2016
2015
2014
$
4,381,345 $
4,370,809 $
4,623,790 $
5,625,193 $
5,091,739
32,882,506
33,036,913
32,687,981
32,346,582
31,987,391
19,226,199
(6,560,082)
(765,488)
(3,609,613)
1,959,567
(33,681,823)
(32,457,819)
(31,694,134)
(30,973,571)
(30,693,628)
22,808,227
(1,610,179)
4,852,149
3,388,591
8,345,069
481,933,866
483,544,045
478,691,896
475,303,305
466,958,236
$ 504,742,093 $ 481,933,866 $ 483,544,045 $ 478,691,896 $ 475,303,305
$ 23,193,000 $ 24,333,000 $ 26,319,000 $ 29,385,000 $ 29,179,000
2,572,698
2,714,675
2,684,487
2,998,844
2,700,403
30,806,476
44,818,599
(9,257,318)
3,277,028
61,848,328
(33,681,823)
(32,457,819)
(31,694,134)
(30,973,571)
(30,788,335)
(872,896)
(787,441)
(962,392)
(960,758)
(924,980)
22,017,455
38,621,014
(12,910,357)
3,726,543
62,014,416
394,016,402
355,395,388
368,305,745
364,579,202
302,564,786
$ 416,033,857 $ 394,016,402 $ 355,395,388 $ 368,305,745 $ 364,579,202
$ 88,708,236 $ 87,917,464 $ 128,148,657 $ 110,386,151 $ 110,724,103
82.43%
81.76%
73.50%
76.94%
76.70%
$ 58,693,797 $ 63,420,099 $ 65,643,933 $ 67,286,403 $ 73,331,881
151.14%
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
7.79%
12.75%
-2.86%
Notes to this Schedule: This schedule will present 10 years of information once it is accumulated.
1.07%
20.49%
62
Fulton County Board of Education, Georgia 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
2009 2010 * 2011 2012 2013 2014 2015 2016 2017 2018
$ 27,035,000 $ 26,234,000 $
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
23,193,000
23,193,000
801,000 $ -
120,527,736 -
110,563,251 95,551,169 79,060,187 73,331,881 67,286,403 65,643,933 63,420,099 58,693,797
21.77% -
26.46% 30.91% 37.64% 39.79% 43.67% 40.09% 38.37% 39.52%
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% Service-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
63
Fulton County Board of Education, Georgia
Required Supplementary Information School OPEB Fund
Schedule of the School System's Proportionate Share of Net OPEB Liability
School System's proportion of the net OPEB liability (%) School System's proportion of the net OPEB liability ($) School System's covered employee payroll School System's proportionate share of the net OPEB liability as a
percentage of its covered employee payroll Plan fiduciary net position as a percentage of the net OPEB liability
2018
5.405916%
$
759,529,022
$
606,333,293
125%
1.61%
Notes to the Schedule: Schedule is intended to show information for the last ten (10) fiscal years. Additional years will be displayed as they become available.
64
Fulton County Board of Education, Georgia
Required Supplementary Information School OPEB Fund
Schedule of OPEB Contributions
Contractually required contribution
2018 $ 27,927,127
Contributions in relation to the contractually required contribution Contribution deficiency (excess)
27,927,127
$
-
School System's covered employee payroll
625,746,781
Contributions as a percentage of covered employee payroll
4.46%
Notes to the Schedule: Schedule is intended to show information for the last ten (10) fiscal years. Additional years will be displayed as they become available.
65
Fulton County Board of Education, Georgia Required Supplementary Information School System OPEB Fund Notes to the Schedule
Changes of benefit terms : In the June 30, 2010 actuarial valuation, there was a change of benefit terms to require Medicare-eligible recipients to enroll in a Medicare Advantage plan to receive the State subsidy. Changes in assumptions: In the revised June 30, 2017 actuarial valuation, there was a change relating to employee allocation. Employees were previously allocated based on their Retirement System membership, and currently employees are allocated based on their current employer payroll location. In the June 30, 2015 actuarial valuation, decremental and underlying inflation assumptions were changed to reflect the Retirement Systems' experience studies. In the June 30, 2012 actuarial valuation, a data audit was performed and data collection procedures and assumptions were changed.
66
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:
Education for the Homeless:
School Nutrition Program:
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.
This fund is established to account for federally funded grants flowing through the Georgia Department of Education to provide educational services to homeless children.
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.
Principals' 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
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.
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.
Assets Cash and cash equivalents Receivables:
Accounts Intergovernmental Interfund 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
Total Fund Balances
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Governmental Funds June 30, 2018
Nonmajor Special Revenue Funds
2002 SPLOST Capital Projects Fund
2007 SPLOST Capital Projects Fund
Debt Service Fund
J.C. Day Permanent
Fund
Total Nonmajor Governmental
Funds
$ 22,493,402 $ 3,379,300 $ 1,409,901 $ 4,711,188 $
3,261 $ 31,997,052
63,778
-
-
-
-
63,778
8,193,642
-
-
197
-
8,193,839
43,164
-
-
-
-
43,164
22,857
-
-
899,662
-
922,519
722,018
-
-
-
-
722,018
$ 31,538,861 $ 3,379,300 $ 1,409,901 $ 5,611,047 $
3,261 $ 41,942,370
$ 1,910,026 $ 4,118,075 938,993 3,723,620
10,690,714
145,712 $ -
145,712
3,850 $ -
3,850
-$ -
-
744,875 20,143,851
(40,579)
20,848,147
$ 31,538,861 $
3,233,588
-
3,233,588
3,379,300 $
1,406,051
-
1,406,051
1,409,901 $
899,662 4,711,385
-
5,611,047
5,611,047 $
-$ -
2,059,588 4,118,075
938,993 3,723,620
-
10,840,276
3,261 -
1,647,798 29,494,875
(40,579)
3,261
31,102,094
3,261 $ 41,942,370
67
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, 2018
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 School administration Student transportation services Central support services Other supporting services 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 Proceeds from sale of capital assets
Total Other Financing Sources (Uses)
Net Change in Fund Balances
Fund Balances, Beginning of Fiscal Year
Fund Balances, End of Fiscal Year
Nonmajor Special Revenue Funds
$ 8,114,892 80,184,461
100,763 13,861,518 2,935,099
105,196,733
2002 SPLOST Capital Project Fund
2007 SPLOST Capital Project Fund
$
-$
-
-
-
32,803
-
18,831
-
32,803
18,831
Debt Service Fund
$
-
-
1,503 43,880
-
45,383
J.C. Day Permanent
Fund
$
-
-
-
-
Total Nonmajor Governmental
Funds
$ 8,114,892 80,184,461
1,503 196,277 13,861,518 2,935,099
105,293,750
37,134,761
5,774,666 16,065,424
80,940 1,226,208 1,461,700
181,642 2,557,947
122,746 33,886 40,200,521
-
-
104,840,441
356,292
-
607,050
-
607,050
(574,247)
-
46,966
-
46,966
(28,135)
-
-
9,805,000 2,326,721
12,131,721
(12,086,338)
-
37,134,761
-
5,774,666
-
16,065,424
-
80,940
-
1,226,208
-
1,461,700
-
181,642
-
2,557,947
-
122,746
-
33,886
-
40,200,521
-
654,016
-
9,805,000
-
2,326,721
-
117,626,178
-
(12,332,428)
734,199 (416,333)
4,885
322,751
679,043
20,169,104
$ 20,848,147 $
1,548,689
1,548,689
974,442
2,259,146
3,233,588 $
-
-
(28,135)
1,434,186
1,406,051
12,131,344 -
12,131,344
45,006
5,566,041
$ 5,611,047 $
-
12,865,543
-
(416,333)
-
1,553,574
-
14,002,784
-
1,670,356
3,261
29,431,738
3,261 $ 31,102,094
68
Assets Cash and cash equivalents Receivables:
Accounts Intergovernmental Interfund Prepaid items 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, 2018
Title I
Title II
Title III
Part B Special Education
Education for the Homeless
School Nutrition Programs
$
-$
-$
-$
-$
- $ 17,934,962
2,839,216
43,164 -
520,892
-
85,505
-
1,657,404
-
2,220
-
54,046 265,536
722,018
$ 2,882,380 $ 520,892 $ 85,505 $ 1,657,404 $
2,220 $ 18,976,562
$ 619,470 $ 247,515
1,300,614
27,665
9,889
-
909,244
258,631
2,839,217
533,811
13,950 32,814
38,809
$ 153,218 $ 1,221,295 300,476
85,573
1,674,989
-$ 2,220
2,220
274,764 915,676 927,585
-
2,118,025
43,163
-
(12,919)
-
-
-
-
(68)
(17,585)
43,163
(12,919)
(68)
(17,585)
$ 2,882,380 $ 520,892 $ 85,505 $ 1,657,404 $
-
-
2,220 $
722,018 16,136,519
-
16,858,537
18,976,562
69
Assets Cash and cash equivalents Receivables: Accounts Intergovernmental Interfund receivable Prepaid items 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, 2018
(Continued)
Lottery
Other Federal Grants
Other Local Grants
Principals' Accounts
Nonmajor Special Revenue
Funds
$ 615,855 $
1,356 $
7,750 $ 3,933,479 $ 22,493,402
22,857 -
526,631
-
2,296,238
-
9,732 -
63,778 8,193,642
43,164 22,857 722,018
$ 638,712 $
527,987 $ 2,303,988 $ 3,943,211 $ 31,538,861
$ 32,112 $ 554,188 150 -
586,450
323,499 $ 4,078 1,369
199,041
527,987
237,051 $ 61,745 -
2,015,199
2,313,995
8,447 $ -
1,910,026 4,118,075
938,993 3,723,620
8,447
10,690,714
22,857 29,405
-
52,262
$ 638,712 $
-
-
527,987 $
(10,007)
(10,007)
2,303,988 $
3,934,764
-
744,875 20,143,851
(40,579)
3,934,764
20,848,147
3,943,211 $ 31,538,861
70
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, 2018
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 School administration Student transportation services Other support services Food service operations
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources (Uses) Proceeds from sale of capital assets Transfers in Transfers out
Total Other Financing Sources (Uses)
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
$
-$
-$
26,677,589
2,606,160
-
-
-
-
-
-
840,763
-
$
-$
18,336,350
-
-
-
-$
964,642
74,013
27,718,596
-
100,763
-
11,275,289
-
47,151
26,677,589
2,606,160
840,763
18,336,350
74,013
40,106,441
13,398,764
1,918,466 9,338,624
7,444 943,702 792,932 180,502 123,622
214 -
26,704,270
8,601
276 2,436,240
40 86,775 76,389
-
2,608,321
250,190
71,931 502,587
13,718
2,337 -
840,763
11,168,860
3,305,838 2,690,952
700 162,814 546,397
440,088
31,214 -
18,346,863
-
26,431 5,777 -
15,232 2,348 -
24,225 -
74,013
-
39,547,139
39,547,139
(26,681)
(2,161)
-
(10,513)
-
559,302
44,894
-
(10,570)
44,894
(10,570)
18,213
(12,731)
24,950
(188)
$
43,163 $
(12,919) $
(68)
(68)
(68)
-
(68) $
(5,468)
(5,468)
(15,981)
(1,604)
(17,585) $
-
4,885
-
711
-
-
-
5,596
-
564,898
-
16,293,639
- $ 16,858,537
71
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, 2018
(continued)
Revenues Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Other
Lottery
Other Federal Grants
Other Local Grants
Principals' Accounts
Total Nonmajor Special Revenue
Funds
$ 6,740,462 $
- $ 409,788 $
- $ 8,114,892
-
3,930,990
-
-
80,184,461
-
-
-
-
100,763
-
-
-
2,586,229
13,861,518
-
-
2,887,948
-
2,935,099
Total Revenues
Expenditures Current:
Instruction Support services:
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration School administration Student transportation services Central support services Other support services Food service operations
Total Expenditures
6,740,462
3,930,990
3,297,736
2,586,229
105,196,733
6,953,466
66,055 271,135
79,935 2,458 -
7,373,049
761,652
384,999 463,482
72,756 3,967
34,618 -
1,569,678 -
641,385
3,932,537
2,146,476
670 356,627
6,679 1,140 400,334 42,811 11,997
2,966,734
2,446,752
-
2,446,752
37,134,761
5,774,666 16,065,424
80,940 1,226,208 1,461,700
181,642 2,557,947
122,746 33,886
40,200,521
104,840,441
Excess (Deficiency) of Revenues Over (Under) Expenditures
(632,587)
(1,547)
331,002
139,477
356,292
Other Financing Sources (Uses) Proceeds from sale of capital assets Transfers in Transfers out
687,047
-
1,547
-
(400,227)
-
4,885
-
734,199
-
(416,333)
Total Other Financing Sources (Uses) Net Change in Fund Balances
687,047 54,460
1,547 -
(400,227) (69,225)
139,477
322,751 679,043
Fund Balances (Deficits) Beginning of Fiscal Year Fund Balances (Deficits) End of Fiscal Year
(2,198)
$
52,262 $
-$
59,218
3,795,287
20,169,104
(10,007) $ 3,934,764 $ 20,848,147
72
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, 2018
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 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 Proceeds from sale of capital assets Transfers in Transfers out
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
$ 7,292,020 $ 7,662,397 $ 8,114,892 $
72,326,556
88,315,991
80,184,461
452,495 (8,131,530)
15,031,409
19,903,976
14,311,151
(5,592,825)
94,649,985
115,882,364
102,610,504
(13,271,860)
33,003,259
4,187,450 14,193,096
1,315,924
982,774 116,664
63,522 101,624 61,182 42,631,826
96,657,321
43,951,302
7,366,816 19,456,690
101,884 1,749,708 1,684,311
108,341 4,700
2,970,970 194,926 72,343
43,565,363
121,227,354
34,688,009
5,774,666 16,065,424
80,940 1,226,208 1,461,700
181,642 -
2,557,947 122,746 33,886
40,200,521
102,393,689
9,263,293
1,592,150 3,391,266
20,944 523,500 222,611 (73,301)
4,700 413,023
72,180 38,457 3,364,842
18,833,665
(2,007,336)
(5,344,990)
216,815
(32,105,525)
858,600
-
687,047 (400,227)
$ (1,148,736) $ (5,058,170)
$
4,885 734,199 (416,333)
(4,885) (47,152) 16,106
539,566 $ (32,141,456)
139,477
679,043
73
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, 2018
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
Other Financing Sources Transfers in
Net Change in Fund Balances
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2018
Final Budget
Actual
Variance With Final
Budget
$ 22,068,871 $ 30,965,531 $ 26,677,589 $
22,068,871
30,965,531
26,677,589
(4,287,942) (4,287,942)
9,304,253
1,653,871 9,112,899
942,983 894,701 116,664
43,500
-
22,068,871
15,903,960
2,536,727 10,818,187
9,738 1,369,691
913,903 108,341
4,700 149,837
15,169
31,830,253
13,398,764
1,918,466 9,338,624
7,444 943,702 792,932 180,502
123,622
214
26,704,270
2,505,196
618,261 1,479,563
2,294 425,989 120,971 (72,161)
4,700 26,215 14,955
5,125,983
$
- $ (864,722)
(26,681) $
838,041
-
-
44,894
(44,894)
$
- $ (864,722)
18,213 $
(882,935)
24,950
$
43,163
74
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, 2018
Revenues Intergovernmental - federal
Expenditures Current:
Instruction Support services:
Pupil services Improvement of instructional services Educational media services Federal grant administration General administration
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Uses Transfers out
Net Change in Fund Balances
Original Budget
2018
Final Budget
Actual
Variance With Final
Budget
$
-$
- $ 2,606,160 $ 2,606,160
-
1,613,963
130,203
61,029
1,805,195
-
3,394,132
173,462 109,108
3,676,702
$ (1,805,195) $ (3,676,702)
8,601
276 2,436,240
40 86,775 76,389
2,608,321
(8,601)
(276) 957,892
(40) 86,687 32,719
1,068,381
(2,161) $ 3,674,541
-
-
$ (1,805,195) $ (3,676,702)
(10,570) (12,731) $
10,570 (3,663,971)
Fund Balances Beginning of Fiscal Year Fund Balances (Deficits) End of Fiscal Year
(188) $ (12,919)
75
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, 2018
Revenues Intergovernmental - federal
Expenditures Current:
Instruction Support services:
Pupil services Improvement of instructional services General administration Federal grant administration
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Uses Transfers out
Net Change in Fund Balances
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2018
Final Budget
Actual
Variance With Final
Budget
$ 869,642 $ 1,134,561 $ 840,763 $
(293,798)
244,233
62,538 550,294
12,577
869,642
271,347
87,528 768,687
2,871 17,775
1,148,208
250,190
71,931 502,587
2,337 13,718
840,763
$
- $ (13,647)
- $
-
-
(68)
$
- $ (13,647)
(68) $
-
$
(68)
21,157 15,597 266,100
534 4,057 307,445
13,647
68 (13,579)
76
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, 2018
Revenues Intergovernmental - federal
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
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Uses Transfers out
Net Change in Fund Balances
Fund Balances (Deficits) Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
Final Budget
2018 Actual
Variance With Final
Budget
$ 18,326,331 $ 21,529,524 $ 18,336,350 $ (3,193,174)
13,249,120
2,377,499 2,438,083
203,449
58,182
18,326,333
13,250,730
4,260,466 3,022,062
167,627 605,000 448,879
34,174
21,788,938
11,168,860
3,305,838 2,690,952
700 162,814 546,397 440,088
31,214
18,346,863
2,081,870
954,628 331,110
(700) 4,813 58,603 8,791 2,960
3,442,075
$
(2) $ (259,414)
(10,513) $
248,901
-
-
(5,468)
5,468
$
(2) $ (259,414)
(15,981) $
(243,433)
(1,604)
$
(17,585)
77
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, 2018
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
2018
Final Budget
Actual
Variance With Final
Budget
$
69,058 $
75,736 $
74,013 $
(1,723)
29,050 500
16,745 2,741
20,022
69,058
26,712 5,786
16,202 2,740
24,296
75,736
26,431 5,777
15,232 2,348
24,225
74,013
$
-$
-
- $
-
$
-
281 9
970 392
71
1,723
-
78
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, 2018
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
Other Financing Sources Proceeds from sale of capital assets Transfers in Total Other Financing Sources
Original Budget
2018
Final Budget
Actual
Variance With Final
Budget
$
932,517 $
932,517 $
964,642 $
32,125
27,352,156
27,352,156
24,535,184
(2,816,972)
2,758,134
2,758,134
3,183,412
425,278
25,000
25,000
100,763
75,763
11,758,275
11,758,275
11,275,289
(482,986)
-
-
47,151
47,151
42,826,082
42,826,082
40,106,441
(2,719,641)
42,631,826
194,256
-
42,911,629
(85,547)
-
39,547,139
559,302
4,885 711
5,596
3,364,490
644,849
(4,885) (711)
(5,596)
Net Change in Fund Balances Fund Balances Beginning of Fiscal Year Fund Balances End of Fiscal Year
$
194,256 $
(85,547)
564,898 $
(650,445)
16,293,639 $ 16,858,537
79
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, 2018
Revenues Intergovernmental - state
Expenditures Current:
Instruction Support services:
Pupil services Improvement of instructional services 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
2018
Final Budget
Actual
Variance With Final
Budget
$ 6,359,503 $ 6,729,880 $ 6,740,462 $
10,582
6,833,973
64,492 241,014
75,624 3,000
7,218,103
7,006,799
66,792 260,216
80,271 3,000
7,417,078
6,953,466
66,055 271,135
79,935 2,458
7,373,049
(858,600)
(687,198)
(632,587)
858,600
$
-$
687,047 (151)
$
687,047 54,460 $ (2,198) 52,262
53,333 737
(10,919) 336 542
44,029
54,611
54,611
80
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, 2018
Revenues Intergovernmental - federal
Total Revenues
Expenditures Current: Instruction
Support services: Pupil services Educational media services Improvement of instructional services Federal grant administration General administration Business administration School administration Student transportation Central support services Food service operations
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 End of Fiscal Year
Original Budget
Final Budget
2018 Actual
Variance With Final
Budget
$ 882,364 $ 4,500,349 $
3,930,990 $
(569,359)
882,364
4,500,349
3,930,990
(569,359)
585,751
236,343 9,967 24,303 26,000 -
882,364
2,473,790
385,791 85,146 808,244 4,951 50,689 28,000 22,000 641,738
4,500,349
$
-$
-
761,652
384,999 72,756 463,482 3,967 34,618 -
1,569,678 -
641,385
3,932,537
1,712,138
792 12,390 344,762
984 16,071 28,000
(1,569,678)
22,000 353
567,812
(1,547) $
(1,547)
-
$
-$
-
$
1,547 - $ -
1,547 -
81
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, 2018
Revenues Intergovernmental - state Local
Total Revenues
Expenditures Current
Instruction Support services:
Pupil services Improvement of instructional services Educational media services School administration Student transportation services Central support services Other support services Food service
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources Transfers out
Net Change in Fund Balance
Fund Balances Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
2018
Final Budget
Actual
Variance With Final
Budget
$
- $ 415,342 $ 409,788 $
(5,554)
490,000
5,362,567
2,887,948
(2,474,619)
490,000
5,777,909
3,297,736
(2,480,173)
339,177
150,823
-
490,000
2,497,253
2,800 379,376
7,000 -
2,347,958 114,655 20,000 11,996
5,381,038
2,146,476
670 356,627
6,679 1,140 400,334 42,811
11,997
2,966,734
350,777
2,130 22,749
321 (1,140) 1,947,624 71,844 20,000
(1)
2,414,304
$
- $ 396,871
331,002 $
(60,315)
-
(400,227)
(400,227)
-
$
- $ (3,356)
(69,225) $
(60,315)
59,218
$ (10,007)
82
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, 2018
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
2018 Actual
Variance With Final
Budget
$
-$
-$
15,000
15,000
1,503 $ 43,880
1,503 28,880
15,000
15,000
45,383
30,383
9,805,000 2,327,721
12,132,721
9,805,000 2,327,721
12,132,721
9,805,000 2,326,721
12,131,721
(12,117,721) (12,117,721)
(12,086,338)
12,131,344
12,131,344
$
13,623 $
13,623
12,131,344 45,006 $
5,566,041 $ 5,611,047
1,000 1,000
31,383
31,383
83
Fulton County Board of Education, Georgia Combining Statement of Changes in Assets and Liabilities
Agency Funds For the Fiscal Year Ended June 30, 2018
Assets Cash and cash equivalents Other receivables Prepaid items
Total Assets
Liabilities Accounts payable Due to student organizations
Total Liabilities
Balance June 30, 2017
$ 5,374,304 35,128
218,740
$ 5,628,172
Additions
$ 16,378,326 97,159
334,168
$ 16,809,653
Deductions
$ 15,765,516 35,128
218,740
$ 16,019,384
Balance June 30, 2018
$ 5,987,114 97,159
334,168
$ 6,418,441
$
44,459 $
101,656 $
44,459 $
5,583,713
16,707,997
15,974,925
$ 5,628,172 $ 16,809,653 $ 16,019,384 $
101,656 6,316,785
6,418,441
84
Statistical Section
Milton High School Lizzie Leamna ~ 12th 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 reclassified 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
85
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
2009
2010
2011
At June 30, 2012
2013
Restated 3 2014
2015
2016
Restated 4 2017
2018
Amounts
$ 1,448,516,461 57,540,467 16,771,499
$ 1,480,029,373 63,636,096 66,897,704
$ 1,506,586,721 66,393,409 247,513,274
$ 1,501,664,110 $ 1,509,929,724 $ 1,590,806,537 $
177,124,388
244,391,190
247,960,557
230,939,575
216,792,587
(662,498,676)
1,757,699,907 $ 160,631,973 (603,705,304)
1,854,946,370 $ 1,883,711,532 $ 1,885,953,984
120,206,567
121,749,505
186,627,249
(577,620,140) (1,375,377,115) (1,424,404,702)
$ 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 $ 630,083,922 $ 648,176,531
Total Percentage Increase or Decrease From Prior Fiscal Year
Governmental Activities Net investment in capital assets 2 Restricted Unrestricted (deficit)
Total
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%
Percentage of Total
78.63% 9.27% 12.10%
100.00%
3.2%
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%
-54.9%
298.96% 19.32% -218.28% 100.00%
2.9%
290.96% 28.79% -219.76% 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 implemented 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. 4 In fiscal year 2018, the School District implemented GASB Statement No. 75 which required a restatement of the 7/1/2017 net position . The School System now is recording a net OPEB liability and other related OPEB deferred inflows and outflows accounts.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2009-2018).
86
Fulton County Board of Education, Georgia Chart-Total Government-wide Net Position (Unaudited)
Last Ten Fiscal Years (accrual basis of accounting)
Exhibit I-A
$648,176,531 $630,083,922 $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
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Fiscal Year 87
Fulton County Board of Education, Georgia Changes in Net Position - Governmental Activities (Unaudited)
Last Ten Fiscal Years 1 (accrual basis of accounting)
Exhibit II
At June 30,
Expenses: Instruction Support services:
Pupil services Improvement of instructional services Educational media services Federal grant administration 3 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 2 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 plant Student transportation services Central services Enterprise Operations 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
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
$ 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 $ 761,933,117
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
44,053,894 60,262,827 17,673,710
1,259,707
5,462,403 60,786,516 18,859,184 136,507,157 59,631,037 31,193,212
234,803 43,886,456
5,779,722
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 1,247,523,745
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)
5,580,837 -
1,676,734 -
709,851 11,275,291 462,248,631
3,781,617
485,272,961
(762,250,784)
539,907,942 121,393,868
4,637,341 5,048,445
670,987,596
$ 71,538,215
538,903,112 121,565,471
651,310 1,783,874
662,903,767
$ 96,654,137
536,268,832 159,635,995
727,234 3,337,933
699,969,994
$ 209,930,231
506,341,396 145,000,549
683,096 4,621,338
501,695,443 150,788,659
696,076 1,037,993
656,646,379
654,218,171
$ 89,234,669 $ 61,385,428 $
508,920,788 156,944,090
73,050 407,266 4,362,097
670,707,291
84,100,262
525,767,151 164,399,931
396,694 3,690,973
694,254,749
$ 138,358,158
589,678,942 166,669,022
937,232 5,095,109
762,380,305
$ 82,906,221
580,772,516 166,591,361
1,813,470 10,057,600
590,867,168 178,021,932
3,920,333 7,533,960
759,234,947
780,343,393
$ 6,546,536 $ 18,092,609
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 requirement 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 (2009-2018).
88
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
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%
Program Revenues: Charges for services:
Instruction Pupil services Improvement of instructional services General administration Maintenance and operation of plant Student transportation services Enterprise operations Food service operations Operating grants and contributions 1 Capital grants and contributions
Total Program Revenues
2.29% 0.00% 0.01% 0.00% 0.05% 0.00% 0.00% 4.00% 88.06% 5.59%
100.00%
2.10% 0.00% 0.01% 0.00% 0.07% 0.00% 0.00% 4.03% 90.10% 3.69%
100.00%
1.94% 0.00% 0.00% 0.00% 0.11% 0.00% 0.00% 3.52% 89.50% 4.93%
100.00%
General Revenues: Taxes:
Property Sales Gain on disposition of capital assets Investment earnings Miscellaneous
Total General Revenues
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 (2009-2018).
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% 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% 0.00% 3.72% 93.07% 1.39%
100.00%
1.54% 0.00% 0.00% 0.00% 0.15% 0.00% 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%
2018
61.08%
3.53% 4.83% 1.42% 0.10% 0.44% 4.87% 1.51% 10.94% 4.78% 2.50% 0.02% 3.52% 0.00% 0.46%
100.00%
1.51% 0.00% 0.00% 0.00% 0.12% 0.00% 0.00% 2.57% 89.03% 6.76%
100.00%
1.48% 0.00% 0.00% 0.00% 0.29% 0.00% 0.00% 2.67% 92.09% 3.47%
100.00%
1.47% 0.00% 0.00% 0.00% 0.32% 0.00% 0.00% 2.24% 95.37% 0.60%
100.00%
1.15% 0.00% 0.00% 0.00% 0.35% 0.00% 0.15% 2.32% 95.26% 0.78%
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%
75.72% 22.81%
0.00% 0.50% 0.97%
100.00%
89
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
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%
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%
Program Revenues: Charges for services:
Instruction Pupil services Improvement of instructional services General administration Maintenance and operation of plant Student transportation services Enterprise Operations Food service operations Operating grants and contributions2 Capital grants and contributions
Total Program Revenues
68.05% 0.00% -0.03% 0.00%
19.93% 0.00% 0.00% 0.64% -4.91%
-58.10%
-10.18%
-4.34% 0.00% -18.21% 0.00% 50.53% 0.00% 0.00% 5.16% 6.82% -30.98%
4.41%
-0.44% 100.00% -100.00%
0.00% 54.26%
0.00% 0.00% -5.73% 7.09% 43.86%
7.80%
4.17% 6.21% 0.00% 0.00% 49.59% 0.00% 0.00% 2.23% -5.18% -44.07%
-6.60%
-20.49% -43.18%
0.00% 0.00% -21.94% 0.00% 0.00% -1.65% 4.34% -52.10%
1.86%
-4.93% -100.00% 100.00%
0.00% 17.14%
0.00% 0.00% -3.81% 2.39% 143.21%
4.01%
5.87% 0.00% 100.00% 0.00% -8.82% 0.00% 0.00% -19.31% 4.99% 125.10%
8.05%
General Revenues: Taxes:
Property Sales Gain on disposition of capital assets Investment earnings Miscellaneous
Total General Revenues
1.72% -12.99%
0.00% -69.83% 99.91%
-2.50%
1.72% -12.99%
0.00% -69.83% 99.91%
-1.20%
1.72% -12.99%
0.00% -69.83% 99.91%
5.59%
-5.58% -9.17% 0.00% -6.07% 38.45%
-6.19%
-0.92% 3.99% 0.00% 1.90% -77.54%
-0.37%
1.44% 4.08% 100.00% -41.49% 320.24%
2.52%
3.31% 4.75% 100.00% -2.60% -15.39%
3.51%
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 (2009-2018).
90
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%
2018
3.94%
5.47% 14.83% -0.57% -16.34%
3.53% 3.82% 4.76% -13.32% 1.10% -5.35% -60.03% -0.16% 0.00% 133.56%
1.85%
-6.96% 0.00% 100.00% 0.00% 125.40% 0.00% 0.00% -0.98% -1.32% -51.01%
-4.60%
7.25% 0.00% 100.00% 0.00% 17.71% 0.00% 0.00% -9.36% 11.68% -81.28%
7.84%
-19.48% 0.00% 0.00% 0.00%
12.31% 0.00% 0.00% 6.45% 2.64%
32.88%
2.77%
12.16% 1.38%
100.00% 136.26%
38.04%
13.67%
-1.51% -0.05% 100.00% 93.49% 97.40%
9.36%
1.74% 6.86% 0.00% 116.18% -25.09%
2.78%
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited)
June 30, 2009-2010 (modified accrual basis of accounting)
Exhibit III
At June 30,
General Fund Reserved Unreserved 3
2009
2010
$
9,516,073 $ 4,894,559
81,060,538
109,384,335
Subtotal General Fund
90,576,611
114,278,894
General Fund Percentage Change
-28.2%
26.2%
All Other Governmental Funds 1
Reserved Unreserved
Special Revenue Funds Debt Service Fund Capital Projects Funds 2
Permanent Fund
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
(43,323,172)
12,164,590
All Other Governmental Funds Percentage Change
-231.5%
-128.1%
Total Governmental Funds Reserved Unreserved
117,745,220 (70,491,781)
130,045,649 (3,602,165)
Total Governmental Funds
$ 47,253,439 $ 126,443,484
All Governmental Funds Percentage Change
-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 (2009-2018).
91
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited)
June 30, 2011-2018 (modified accrual basis of accounting)
Exhibit IIIA
General Fund Nonspendable Restricted Committed Assigned Unassigned
Subtotal General Fund
2011
2012
2013
2014
2015
2016
2017
2018
$ 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
$
478,927
-
175,057,775
5,006,750
27,634,381
210,206,546
241,378,263
236,707,512 238,876,463
240,783,036
243,726,956
237,945,899
208,177,833
General Fund Percentage Change
14.8%
14.8%
-1.9%
0.9%
0.8%
1.2%
-2.4%
-12.5%
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)
2,490,565
29,494,875 -
153,811,984 (40,579)
Subtotal All Other Governmental Funds
All Other Governmental Funds Percentage Change1
Total Governmental Funds Nonspendable Restricted Committed 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
185,756,845 (1)
384.4%
200.5%
33.1%
0.3%
-44.7%
-27.5%
21.5%
61.2%
1,266,466 67,980,951 122,927,608 43,302,590 33,652,504
1,261,226 178,716,630 137,713,740
19,581,128 81,178,447
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
2,472,438 128,744,135 176,870,793
15,378,430 48,067,345
9,323,768 91,772,001 179,416,913
25,600 58,000,231
3,122,277 114,417,871 178,939,216
4,030,391 52,679,027
2,969,492 183,306,859 175,057,775
5,006,750 27,593,802
$ 269,130,119 $ 418,451,171 $ 472,355,784 $ 475,126,044 $ 371,533,141 $ 338,538,513 $ 353,188,782 $ 393,934,678
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: Applicable fiscal years' Comprehensive Annual Financial Report (2009-2018).
-8.9%
4.3%
11.5%
92
$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
2009 $90,577 $47,253
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
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
2018 $208,178 $393,935
93
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
2009
2010
2011
2012
For the Fiscal Year Ended June 30,
2013
2014
Amounts
2015
2016
2017
2018
$ 535,295,012 118,046,779 33,911,987 284,499,986
66,720,098
$ 548,924,443 123,055,820 29,203,248 268,522,061
111,571,264
$ 535,547,654 130,265,771 27,126,441 301,108,813
97,208,388
$ 509,727,699 $ 176,227,513 31,222,059 316,548,891
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 $ 586,808,906
164,399,931
166,669,022
166,591,361
178,021,932
25,246,953
25,792,338
31,458,610
32,078,706
346,920,247
365,979,980
395,141,979
385,426,506
72,350,213
81,931,176
85,083,971
86,199,579
$ 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 $ 1,268,535,629
-6.4%
4.1%
0.9%
1.8%
-4.6%
3.2%
3.9%
5.9%
4.2%
1.3%
Local : Property taxes Sales taxes Other
State: 2 Federal
Total Revenues
51.5% 11.4%
3.3% 27.4%
6.4%
100.0%
50.8% 11.4%
2.7% 24.8% 10.3%
100.0%
49.1% 11.9%
2.5% 27.6%
8.9%
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.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2009-2018).
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%
46% 14%
3% 30%
7%
100.0%
94
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
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
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
$ 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 $
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
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
707,417,707
43,192,911
58,501,640 15,352,027 1,226,208 5,420,968 58,022,715 19,756,477 81,369,109 53,628,837 30,214,427
72,178 40,200,521
Total Current
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
1,114,375,725
% Change From Prior Fiscal Year Capital Outlay 3
0.5% 221,781,964
-0.3% 83,785,468
-4.5% 74,603,666
2.3% 103,440,578
4.5% 71,538,284
1.3% 145,757,911
2.4% 272,433,766
7.1% 202,634,541
5.6% 153,392,559
4.62% 99,217,046
% Change From Prior Fiscal Year
16.4%
-62.2%
-11.0%
38.7%
-30.8%
103.7%
86.9%
-25.6%
-24.3%
-35.3%
Debt Service Principal 4 Interest and fees
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
12,180,667 4,037,292
Total Debt Service
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
16,217,959
% Change From Prior Fiscal Year
-58.7%
-4.1%
-7.5%
0.0%
9.8%
-6.1%
-2%
-2%
-15%
-20.9%
Total Expenditures
$ 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 $ 1,229,810,730
% Change From Prior Fiscal Year
-0.3%
-12.4%
-5.1%
5.1%
0.9%
8.4%
13.6%
-0.3%
0.3%
-0.7%
Debt Service as a % of Noncapital Expenditures
3.0%
2.9%
2.8%
2.7%
2.9%
2.7%
2.5%
2.3%
1.9%
1.4%
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 (2009-2018).
95
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)
For the Fiscal Year Ended June 30,
Function
2009
2010
2011
2012
2013
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
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%
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%
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%
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%
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%
Total Current Capital Outlay 3
78.2% 19.4%
89.0% 8.4%
89.6% 7.9%
87.2% 10.4%
90.2% 7.1%
Debt Service Principal 4
Interest and fees
1.2% 1.2%
1.5% 1.1%
1.6% 0.9%
1.6% 0.9%
1.8% 0.8%
Total Debt Service
2.4%
2.6%
2.6%
2.4%
2.7%
Total Expenditures
100.0%
100.0%
100.0%
100.0%
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 (2009-2018).
2014
2015
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%
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%
1.6% 0.7%
2.3%
100.0%
1.45% 0.53%
1.98%
100.00%
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%
Exhibit V-A
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%
2018
57.52%
3.51%
4.76% 1.25% 0.10% 0.44% 4.72% 1.61% 6.62%
4.36% 2.46% 0.00% 0.01% 3.27%
90.61%
8.07%
0.99% 0.33%
1.32%
100.00%
96
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,
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
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
$ 573,471,451
30,689,617
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
$ 563,445,530
32,370,220
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
$ 532,593,377 $ 561,904,171
26,537,001
26,854,503
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
66,229,037
71,019,509
41,840,321 12,325,925
28,630,437 36,540,865
45,543,186 13,067,630
1,810,020 38,736,561
$ 585,213,360 $ 585,102,294 $ 597,282,656
27,493,780
30,056,079
29,193,488
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
74,523,586
77,519,407
84,153,141
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
$ 638,818,504 $ 670,009,551
35,250,892
40,992,499
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
81,966,192
85,150,468
50,792,729 23,468,858
1,852,017 40,787,220
51,624,947 32,096,980
536,890 39,513,986
$ 707,417,707
43,192,911
58,501,640 15,352,027 1,226,208 5,420,968 58,022,715 19,756,477
81,369,109
53,628,837 30,214,427
72,178 40,200,521
Total Current
$ 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 $ 1,114,375,725
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
64.3%
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%
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 (2009-2018).
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%
63.5%
3.9%
5.2% 1.4% 0.1% 0.5% 5.2% 1.8%
7.3%
4.8% 2.7% 0.0% 0.0% 3.6%
100.0%
97
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,
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
$ 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 $ 1,268,535,629
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
1,141,690,948
1,000,010,811
(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
1,229,810,730
113,414,129
53,304,120
2,172,053
(104,071,533)
(33,835,768)
13,547,247
38,724,899
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)
1,807,945 213,052 -
16,740,501 (16,740,501)
9,706 $ (103,207,380) $
6,889
40,721
81,272,914 $ 142,686,095 $
35,907,463 149,321,592 $
600,493 53,904,613 $
598,207
478,630
841,140
2,770,260 $ (103,592,903) $ (32,994,628) $
1,103,022 14,650,269 $
2,020,997 40,745,896
Notes: 1 Includes all governmental fund types.
Data Source: Applicable fiscal years' Comprehensive Annual Financial Report (2009-2018).
98
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 2009
-50,000,000
2010
2011
2012
2013
2014
2015
2016
2017
2018
-100,000,000
-150,000,000
99
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
2009 6 2010 2011 2012 2013 2014 2015 2016 2017 2018
*
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
$ 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
22,319,556,500 13,841,863,440
1,403,945,820
16,092,430
94,636,480 457,519,090
324,274,093
733,306
16,856,208,946 10,777,387,518
1,210,685,098
21,286,282
79,815,824 451,297,713 1,289,350,274
682,979
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 2,369,383,970 1,602,795,029
$ 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 36,112,540,909 29,085,712,200
**
0.6%
27.2%
0.6%
-6.2%
34.8%
-9.0%
-51.1%
-6.3%
40.3%
5.1%
Percentage of Total
2009 6
2010 2011 2012 2013 2014 2015 2016 2017 2018
55.7% 55.1% 54.6% 52.7% 52.3% 51.7% 53.2% 54.3% 54.1% 58.0%
34.0% 34.7% 35.4% 36.2% 36.1% 36.4% 36.1% 36.4% 38.2% 36.0%
3.9% 3.8% 3.6% 3.9% 4.1% 4.0% 3.9% 4.4% 3.9% 3.6%
0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.0% 0.0%
0.2% 0.3% 0.3% 0.3% 0.3% 0.3% 0.2% 0.3% 0.3% 0.2%
1.5% 1.2% 1.4% 1.5% 1.6% 1.4% 1.4% 1.4% 1.5% 1.2%
4.5% 4.8% 4.5% 5.3% 5.6% 6.1% 5.1% 3.1% 2.0% 0.8%
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
4.6% 4.9% 5.0% 5.2% 5.6% 5.8% 6.0% 6.1% 6.4% 6.2%
95.4% 95.1% 95.0% 94.8% 94.4% 94.2% 94.0% 93.9% 93.6% 93.8%
* 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 Consolidation and Evaluation of Digest 2018
Total
Direct
Tax Rate 5
Estimated Actual Value
Annual Percentage
Change
17.502 17.502 18.502 18.502 18.502 18.502 18.502 18.502 18.483 18.546
$ 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 90,281,352,273 72,714,280,500
6.6% -0.9% -5.1% -3.2% -2.6% -0.3% 0.9% 6.8% 3.3% 17.9%
2.2%
5.1%
100
Fulton County Board of Education , Georgia Chart-Taxable Assessed Value Last Ten Fiscal Years
(modified accrual basis of accounting)
$45,000,000,000
$40,000,000,000
$35,000,000,000
$30,000,000,000
$25,000,000,000
$20,000,000,000
$15,000,000,000
$10,000,000,000
$5,000,000,000
$2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Fiscal Years
Other Motor Vehicle and Mobile Homes Utility Cons & Pref. Use Agricultural Industrial Commercial Residential
101
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)
For the Fiscal Year Ended June 30, 2018
Direct-School District: Maintenance and operations 5
Debt service
2009
16.403 1
2010
17.502 -
2011
18.502 -
2012
18.502 -
2013
18.502 -
Total Direct-School District
Overlapping: 1 Fulton County Debt service State of Georgia
17.502
17.502
18.502
18.502
18.502
10.281 0.250
10.281 0.250
10.281 0.250
10.281 0.270 0.250
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 City of South Fulton
10.531
10.531
10.531
10.801
10.751
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.
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
-
Data Source: Georgia Department of Revenue, Property Tax Division, http://www.etax.dor.ga.gov/PTD/cd s/csheets/millrate.aspx
Exhibit IX
2016
18.502 -
18.502
2017
18.483 -
18.483
2018
18.546 -
18.546
10.480 0.270 0.050
10.800
10.450 0.250 0.050
10.750
10.380 0.250 -
10.630
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
-
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 7.149
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 7.149
102
Fulton County Board of Education, Georgia Comparison of Metropolitan Atlanta School Districts
2018 Property Tax Rates 1, 2 (Unaudited) For the Fiscal Year Ended June 30, 2018 (rate per $1,000 of assessed taxable value)
Exhibit X
2018
School District
Rockdale County DeKalb County Gwinnett County Atlanta City Douglas County Clayton County Cobb County Fulton County Marietta City
Levied For: Maintenance Debt and Operations Service
Total
24.900 23.180 19.800 20.740 19.700 20.000 18.900 18.546 17.970
1.950 1.950 1.200
24.900 23.180 21.750 22.690 20.900 20.000 18.900 18.546 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%20rates.pdf https://dor.georgia.gov/property-tax-millage-rates https://dor.georgia.gov/sites/dor.georgia.gov/files/related_files/document/LGS/Property%20Tax%20Digest/Mill_Rates/2018taxrate.pdf https://www.ajc.com/news/local-education/aps-officials-recommend-millage-rate-reduction/vaI8RHomJ4V5IRRCyUFoyM/
103
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
2009
$ 508,447,472 $ 466,717,804
91.79% $ 41,729,668 $ 550,177,140
2010
542,106,027
485,963,186
89.64%
55,026,896
540,990,082
2011
540,834,806
483,165,811
89.34%
56,339,437
539,505,248
2012
523,697,428
465,926,520
88.97%
56,589,853
522,516,373
2013
508,967,500
452,454,925
88.90%
55,446,954
507,901,879
2014
514,596,233
475,894,191
92.48%
37,607,436
513,501,627
2015
517,336,359
513,092,158
99.18%
3,229,256
516,321,414
2016
516,227,858
513,843,278
99.54%
474,949
514,318,227
2017
528,908,509
519,670,742
98.25%
5,149,809
524,820,551
2018
550,680,839
541,813,059
98.39%
-
541,813,059
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% 99.79% 99.75% 99.77% 99.79% 99.79% 99.80% 99.63% 99.23% 98.39%
Total
Uncollected Taxes
Percentage
Amount
of Levy
$
-
1,115,945
1,329,558
1,181,055
1,065,621
1,094,606
1,014,945
1,909,631
4,087,958
8,867,780
0.00% 0.21% 0.25% 0.23% 0.21% 0.21% 0.20% 0.37% 0.77% 1.61%
Data Source: Fulton County Tax Commissioner's Office.
104
Fulton County Board of Education, Georgia
Principal Property Taxpayers (Unaudited) Fiscal Years 2017 and 2009 2
Exhibit XII
Principal Taxpayer
2017
Taxable Assessed Value 1
Rank
Percentage of Total Taxable Assessed
Value
Principal Taxpayer
Development Authority of Fulton County Georgia Power AT&T Coca Cola Company Delta Airlines Suntrust Plaza Associates LLC Post Apartment Homes Bellsouth Telecommunications Corporate Property Investors AC Property Owner LP
Total Principal Taxpayers
All Other Taxpayers
Total
$ 1,792,639,850
1
444,745,002
2
240,582,218
3
231,285,060
4
169,791,829
5
150,955,860
6
130,285,629
7
127,734,608
8
110,808,080
9
101,269,000
10
3,500,097,136
57,847,593,407
$ 61,347,690,543
2.92% 0.72% 0.39% 0.38% 0.28% 0.25% 0.21% 0.21% 0.18% 0.17%
5.71%
94.29%
100.00%
Development Authority of Fulton County AT&T Bell South Communications Georgia Power Coca Cola Delta Airlines Sanctuary Park Realty Holding Four Eight Five Properties Fulcoprop Fifty Six LLC Post Apartment Homes
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 Fulton County CAFR http://www.fultoncountyga.gov/transparency
2009
Taxable Assessed Value 1
$ 631,067,463 278,970,231 410,566,274 341,742,166 255,483,383 147,705,483 94,752,370 68,169,250 67,600,000 165,521,892
2,461,578,512
56,217,132,515
$ 58,678,711,027
Rank
1 2 3 4 5 6 7 8 9 10
Percentage of Total Taxable Assessed Value
1.08% 0.48% 0.70% 0.58% 0.44% 0.25% 0.16% 0.12% 0.12% 0.28%
4.20%
95.80%
100.00%
105
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
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Direct School District
ESPLOST 1
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
State of Georgia
4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00%
Overlapping Fulton County2
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
MARTA3
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
Underlying Various Cities4
1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
Total Direct, Overlapping and Underlying Rates
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
106
Fulton County Board of Education, Georgia Sales Taxes by Group (Unaudited) 2 Calendar Years 2009- 2017
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
2009 Amount
$ 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
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
$ 216,968,515
2010
%
Amount
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
2011
2012
%
Amount
%
Amount
%
2013
Amount
%
2014
Amount
%
2015
Amount
%
2016
Amount
%
2017
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%
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
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
100.00% $
- 0.00%
- 0.00%
- 0.00%
- 0.00%
- 0.00%
- 0.00%
- 0.00%
- 0.00%
- 0.00%
-
0.00%
223,833,260 100.00% $
-
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
12.38% $ 20.65% 5.55% 6.20% 11.69% 9.67% 4.10% 8.33% 13.50% 2.44% 4.72% 0.77%
24,570,832 43,253,980 11,964,800 10,842,006 24,263,037 20,939,637 4,928,171 17,419,894 27,825,915 4,463,270 11,034,679 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
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
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
12.42% $ 21.77% 5.82% 6.47% 11.81% 8.89% 2.26% 8.59% 13.02% 2.39%
5.56% 0.99%
54,042,964 103,864,685 24,063,825 26,640,986 53,610,092 38,156,007 10,941,256 38,776,037 58,775,275 11,995,143
25,356,191 5,062,146
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% $ 451,284,607
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
100.00% $
23,395,177 43,827,357 11,091,959 11,698,507 25,836,994 17,572,905 3,647,430 16,407,653 28,632,705 10,295,110 11,756,450 2,475,849
-
-
206,638,096
11.32% 21.21% 5.37% 5.66% 12.50% 8.50% 1.77% 7.94% 13.86% 4.98%
5.69% 1.20%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
100.00%
Total percentage change Notes:
-7.0%
-0.6%
3.8%
-0.2%
5.1%
-13.3%
25.4%
76.9%
-54.2%
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)
Data Source: Georgia Department of Revenue https://dor.georgia.gov/documents/sales-tax-commodity-report
107
Fulton County Board of Education, Georgia Ratios of Total Debt Outstanding by Type (Unaudited)
Last Ten Fiscal Years
June 30,
General
Obligation Bonds 1
Governmental Activities
Intergovernmental Agreements
Total
Percentage of Personal
Income
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
$ 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 32,715,000
-$ 35,635,000 33,259,333 30,883,666 28,507,999 26,132,332 23,756,665 21,380,998
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 54,095,998
Data Sources: 1 Applicable fiscal years' Comprehensive Annual Financial Report (2009-2018).
0.003% 0.003% 0.003% 0.003% 0.002% 0.002% 0.002% 0.000% 0.000% 0.000%
2 Exhibit XVIII
Notes: General obligation bonds are repaid through SPLOST Funds and not from property taxes.
Estimated Population 2
1,033,756 920,581 949,599 977,773 984,293 996,319 1,008,275 1,010,562 1,023,336 1,041,423
Exhibit XV
Debt Per Capita
160 163 142 158 138 119 100
81 65 52
108
Fulton County Board of Education, Georgia Underlying, Overlapping, and Direct Governmental Activities Debt (Unaudited) 4
June 30, 2018
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
$ 91,735,000 11,905,000 9,932,407 9,044,160 50,920,743
101,015,000 250,294,279
64,274,000
-
100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%
100.0%
84,115,000
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
32,715,000 21,380,998
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, 2017 or June 30, 2018, as the most current information available.
Data Source: 4 Fulton County, Georgia, December 31, 2017 Comprehensive Annual Financial Report - Schedule 9.
Estimated Share of Overlapping
Debt
$ 91,735,000 11,905,000 9,932,407 9,044,160 50,920,743
101,015,000 250,294,279
64,274,000 -
589,120,589
84,115,000
84,115,000
32,715,000
21,380,998 54,095,998 $ 727,331,587
109
Fulton County Board of Education, Georgia Legal Debt Margin (Unaudited) Last Ten Fiscal Years
Exhibit XVII
Assessed Value 1
June 30,
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
$ 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 $ 36,112,540,909
Legal Debt Margin
Debt limit (10% of assessed value)2
Debt applicable to limit: 2 General obligation bonds Less: Amount reserved for repayment of general obligation debt
$ 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 $ 3,149,571,244
164,890,000
149,760,000
134,370,000
118,700,000
102,740,000
87,486,000
71,480,000
55,870,000
42,520,000
32,715,000
44,855,494
47,441,152
47,474,552
47,975,600
25,390,779
4,356,254
4,372,369
5,786,949
4,402,869
5,611,047
Total debt applicable to limit
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
27,103,953
Legal Debt Margin
$ 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 $ 3,122,467,291
Total net debt applicable to the limit as a % of the debt limit
3.86%
3.32%
2.97%
2.50%
2.80%
3.02%
2.42%
1.69%
1.24%
3.20%
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 Data Source:
https://www.fultonschools.org/en/divisions/finserv/FY18%20Budget%20Documents/FY2018%20Budget%20Book.pdf
110
Year
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Fulton County Board of Education, Georgia Demographic and Economic Statistics (Unaudited)
Last Ten Calendar Years
Population 1
(thousands
of dollars) Personal Income 2
Per Capita
Personal Income
County 3
County as a % of U.S. 3
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
1,041,423
58,988,282
50,474 55,438 57,451 57,537 58,112 58.704 59.284 65.000 57.207 56,642
140% 139% 130% 130% 130% 130% 130% 130% 130% 130%
Median Age 4
N/A 35.2 35.2 35.2 35.2 35.2 35.2 35.2 35.2 35.4
Exhibit XVIII
Unemployment Rate 8
County 5
State of Georgia 6
United States 7
10.5% 10.2% 10.2% 9.3% 8.6% 7.5% 6.0% 5.4% 4.3% 3.7%
10.4% 10.3% 10.4% 8.9% 8.3% 7.8% 6.1% 5.2% 4.3% 4.1%
9.5% 9.4% 9.1% 8.2% 7.5% 6.1% 5.3% 4.9% 4.1% 4.0%
Data Sources: 1 2009- 2018 - Fulton County, Georgia June 30, 2017 estimated by management 2 2009- 2018 - 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://www.bestplaces.net/economy/county/georgia/fulton https://datausa.io/profile/geo/fulton-county-ga/#intro Bureau of Labor Statistics
111
Fulton County Board of Education, Georgia Principal Employers (Unaudited)
For the Fiscal Years Ended June 30, 2018 and 2010
Exhibit XIX
Employer
Delta Air Lines Emory University / Emory Healthcare Wal-Mart Stores, Inc. The Home Depot AT&T The Kroger Co. Wellstar Health Systems Publix Super Markets, Inc. USPS - Atlanta District Northside Hospital
2018*
Percentage
Number of
of County
Employees** Employment ***
31,237 29,937 20,532 20,000 17,882 14,753 13,500
9,494 9,385
9,016
1.12% 1.07% 0.74% 0.72% 0.64% 0.53% 0.48% 0.34% 0.34%
0.32%
*Information is not available for the School District exclusively. Information presented for Fulton County, Georgia.
**https://en.wikipedia.org/wiki/Economy_of_Atlanta ***https://www.bls.gov/regions/southeast/newsrelease/2018/pdf/areaemployment_atlanta_20180404.pdf
Employer
Delta Airlines AT&T Bellsouth Corporation United States Postal Service Cox Enterprises Fulton County School System United Parcel Service Atlanta City Municipal Government IBM Corporation Georgia Institute of Technology
Employees
2010 Percentage of County
Employment **
22,257 21,915 15,500 14,000 13,583 12,969 10,745
7,934 7,500 7,342
0.92% 0.90% 0.64% 0.58% 0.56% 0.53% 0.44% 0.33% 0.31% 0.30%
CAFR 2010
112
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
2009
8,667 387 229 204 17 698 94 788 929 103 26 873 3
13,018
1.5%
2010
8,545 384 250 214 20 686 97 755 980 102 31 903 3
12,969
-0.4%
2011
7,972 319 211 192 19 686 104 679 954 107 46 731 5
12,025
-7.3%
Fiscal Year Ended June 30,
2012
2013
2014
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
11,861
12,236
12,307
-1.4%
3.2%
0.6%
2015
7,944 351 330 196 11 14 708 107 692 945 121 47 876 26
12,368
0.5%
2016
8,228 374 368 209 10 13 768 119 698 942 240 48 520 24
12,563
1.6%
2017
8,389 472 392 212 16 14 776 119 682 962 245 6 447 26
12,759
1.6%
2018
8,451 474 334 215 12 15 782 120 659 962 258 97 423 28
12,830
0.6%
113
Fulton County Board of Education, Georgia Teachers' Salaries
Last Ten Fiscal Years
Exhibit XXI
Fiscal Year
School District's Minimum Salary 1
Minimum
State Salary 2, 3
School District's % of State Minimum 3
School District's Maximum Salary 1
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
$ 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
44,892
34,092
127.3% 123.9% 123.9% 123.9% 123.9% 127.6% 127.6% 132.7% 139.4% 131.7%
$ 83,688 83,688 83,688 83,688 83,688 86,196 83,844 89,640 94,128 96,012
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.
School District's Average Salary 1
Statewide
Average Salary 3
$ 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
78,035
55,346
School District's % of State Average 3
117.3% 116.3% 116.3% 116.1% 116.2% 119.6% 121.8% 142.1% 123.6% 141.0%
114
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
2009
2010
108,426 850 794
101,655 775 696
88,460 650 728
78,004 575 697
-
77,949 525 611
131,594 900 900
-
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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
Exhibit XXII
2015
2016
2017
2018
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
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
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
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
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
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
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
108,426 850 634
116,761 900 546
121,862 850 750
107,066 825 690
117,137 850 732
78,993 550 465
130,445 900 757
117,137 850 717
115
School 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
Enrollment Dunwoody Springs(2000)
Square Feet Capacity
Enrollment Feldwood(2010)
Square Feet
2009
116,284 850 918
100,615 500 370
-
103,296 700 549
106,855 800 870
114,428 850 978
131,944 1,025 970
114,428 850 898
-
2010
116,284 850
1,027
100,615 500 351
-
103,296 700 538
106,855 800 762
114,428 850 969
131,944 1,025 979
114,428 850 677
-
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
127,084 850 921
127,084 850 936
127,084 850 941
127,084 850 920
127,084 850 915
127,084 850 915
116,284 850 892
116,284 850 863
100,615 475 276
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- 124,612 124,612
-
-
-
-
-
- 850
850
-
-
-
-
-
- 879
795
98,590 700 491
98,590 700 478
98,590 700 496
98,590 700 514
98,590 700 476
98,590 700 476
98,590 700 649
98,590 700 603
106,855 800 735
106,855 800 730
106,855 800 758
106,855 800 780
106,855 800 786
106,855 800 786
106,855 800 762
106,855 800 771
118,028 850 952
118,028 850 994
118,028 850 1,014
118,028 850 1,000
118,028 850 976
118,028 850 976
114,428 850 888
114,428 850 892
139,144 1,050 962
139,144 1,050 917
139,144 1,050 926
139,144 1,050 897
139,144 1,050 878
139,144 1,050 878
146,640 1,050 856
146,640 1,050 835
114,428 850 735
114,428 850 711
114,428 850 756
114,428 850 723
114,428 850 677
114,428 850 677
114,428 850 596
114,428 850 578
117,137 117,137
117,137
117,137
117,137 117,137 117,137
117,137
116
School 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
2009 -
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
2010 -
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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011 875 793
2012 875 669
2013 875 743
2014 875 812
2015 875 864
2016 875 864
2017 875 786
2018 875 786
118,017 875 759
118,017 875 707
118,017 875 699
118,017 875 727
118,017 875 678
118,017 875 678
118,017 875 640
118,017 875 624
77,994 525 269
77,994 525 474
77,994 525 503
77,994 525 457
77,994 525 503
77,994 525 503
77,994 525 529
77,994 525 667
121,516 825 747
121,516 825 641
121,516 825 657
121,516 825 715
121,516 825 722
121,516 825 722
121,516 825 702
121,516 825 692
84,380 625 564
84,380 625 609
84,380 625 645
84,380 625 680
84,380 625 698
84,380 625 698
-
-
-
-
-
-
-
-
-
-
-
- 134,561 134,561
-
-
-
-
-
- 925
925
-
-
-
-
-
- 724
775
114,428 850 812
114,428 850 775
114,428 850 785
114,428 850 812
114,428 850 826
114,428 850 826
114,428 850 641
114,428 850 633
110,972 875 738
110,972 875 668
110,972 875 697
110,972 875 815
110,972 875 770
110,972 875 770
110,972 875 673
110,972 875 597
108,015 850 730
108,015 850 809
108,015 850 869
108,015 850 870
108,015 850 794
108,015 850 794
108,015 850 761
108,015 850 710
117
School 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
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
2009
-
114,428 850 719
128,253 950 652
-
91,109 625 698
-
126,320 850 597
114,250 875 881
81,397
2010
-
114,428 850 828
128,253 950 649
126,320 850 659
91,109 625 644
-
126,320 850 649
114,250 875 859
81,397
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
-
-
-
-
-
- 125,924 125,924
-
-
-
-
-
- 850
850
-
-
-
-
-
- 704
646
121,628 850 739
121,628 850 721
121,628 850 721
121,628 850 700
121,628 850 691
121,628 850 691
114,428 850 511
114,428 850 521
124,307 950 452
124,307 950 748
124,307 950 880
124,307 950 921
124,307 950 818
124,307 950 818
124,307 950 767
124,307 950 722
126,612 850 697
126,612 850 623
126,612 850 729
126,612 850 762
126,612 850 788
126,612 850 788
123,612 850 642
123,612 850 661
109,702 625 638
109,702 625 679
109,702 625 635
109,702 625 636
109,702 625 596
109,702 625 596
-
-
-
-
-
-
-
-
-
-
-
- 134,561 134,561
-
-
-
-
-
- 925
925
-
-
-
-
-
- 645
646
126,320 850 743
126,320 850 843
126,320 850 914
126,320 850 935
126,320 850 981
126,320 850 981
126,320 850 941
126,320 850 877
125,050 875 881
125,050 875 827
125,050 875 787
125,050 875 757
125,050 875 690
125,050 875 690
125,050 875 689
125,050 875 739
84,069 84,069
84,069
84,069
84,069
84,069
80,469
80,469
118
School 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
2009 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
2010 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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 575 538
2012 575 514
2013 575 476
2014 575 495
88,810 675 555
88,810 675 577
88,810 675 520
88,810 675 543
114,428 850 689
114,428 850 672
114,428 850 706
114,428 850 738
108,426 850 839
108,426 850 807
108,426 850 794
108,426 850 801
106,855 825 671
106,855 825 689
106,855 825 675
106,855 825 648
137,252 1,000 1,112
137,252 1,000 1,065
137,252 1,000 1,063
137,252 1,000 1,123
89,256 725 512
89,256 725 706
89,256 725 595
89,256 725 661
119,526 1,000 894
119,526 1,000 860
119,526 1,000 869
119,526 1,000 854
110,973 825 569
110,973 825 585
110,973 825 593
110,973 825 579
Exhibit XXII
2015 575 497
2016 575 497
2017 575 492
2018 575 481
88,810 675 580
88,810 675 580
88,810 675 620
88,810 675 668
114,428 850 775
114,428 850 775
114,428 850 754
114,428 850 716
108,426 850 813
108,426 850 813
108,426 850 852
108,426 850 863
106,855 825 670
106,855 825 670
106,855 825 674
106,855 825 629
137,252 1,000 1,106
137,252 1,000 1,106
133,652 1,000 820
133,652 1,000 788
-
-
-
-
-
-
-
-
-
-
-
-
119,526 1,000 855
119,526 1,000 855
119,675 1,000 805
119,675 1,000 775
110,973 825 496
110,973 825 496
111,127 825 564
111,127 825 574
119
School Love T. Nolan(1975)
Square Feet Capacity
Enrollment Northwood(1996)
Square Feet Capacity
Enrollment Oak Knoll(1963)
Square Feet Capacity
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
2009
85,182 600 793
109,621 800 900
95,578 575 599
122,250 850 848
114,428 850 793
145,800 625 541
88,710 625 464
97,370 675 569
116,284
2010
109,862 850 815
109,621 800 737
95,578 575 593
122,250 850 902
114,428 850 799
145,800 625 527
88,710 625 490
97,370 675 670
116,284
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
106,651 850 774
106,651 850 753
106,651 850 775
106,651 850 754
109,621 800 725
109,621 800 736
109,621 800 742
109,621 800 758
106,378 575 573
106,378 575 466
106,378 575 492
106,378 575 462
122,250 875 757
122,250 875 722
122,250 875 761
122,250 875 804
114,428 850 760
114,428 850 771
114,428 850 765
114,428 850 811
149,400 625 518
149,400 625 531
149,400 625 569
149,400 625 568
87,450 625 425
87,450 625 521
87,450 625 500
87,450 625 475
97,370 675 657
97,370 675 638
97,370 675 615
97,370 675 622
116,284 116,284
116,284
116,284
Exhibit XXII
2015
106,651 850 744
109,621 800 743
106,378 575 463
122,250 875 816
114,428 850 797
149,400 625 556
87,450 625 461
97,370 675 643
116,284
2016
106,651 850 744
109,621 800 743
106,378 575 463
122,250 875 816
114,428 850 797
149,400 625 556
87,450 625 461
97,370 675 643
116,284
2017
2018
106,651 850 785
106,651 850 785
109,621 800 711
109,621 800 706
-
-
-
-
-
-
122,250 850 812
122,250 850 825
114,428 850 752
114,428 850 702
147,770 625 557
147,770 625 529
87,450 625 569
87,450 625 505
97,640 675 600
97,640 675 553
116,284 116,284
120
School 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
2009 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
2010 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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 850 712
2012 850 728
2013 850 744
2014 850 811
109,621 775 782
109,621 775 823
109,621 775 836
109,621 775 847
125,873 1,000 1,015
125,873 1,000 1,044
125,873 1,000 1,102
125,873 1,000 1,050
114,912 875 811
114,912 875 807
114,912 875 793
114,912 875 834
98,353 575 467
98,353 575 51
98,353 575 503
98,353 575 478
109,621 800 764
109,621 800 832
109,621 800 826
109,621 800 839
108,426 850 840
108,426 850 897
108,426 850 948
108,426 850 1,048
112,026 850 836
112,026 850 818
112,026 850 790
112,026 850 724
131,853 950 792
131,853 950 767
131,853 950 752
131,853 950 719
Exhibit XXII
2015 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
2016 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
2017 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
2018 850 653
109,621 775 615
125,873 1,000 882
114,912 875 687
83,162 550 422
109,621 800 771
108,426 850 681
108,426 850 697
128,253 950 786
121
School Harriet Tubman(1961)
Square Feet Capacity
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
2009
111,518 675 531
-
112,750 750 893
116,284 850 863
-
137,674 1,000 862
2010
111,518 675 515
-
112,750 750 905
116,284 850 902
-
137,674 1,000 819
185,787 1,250 1,161
154,813 1,075 992
185,787 1,250 1,251
154,813 1,075 1,003
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
111,518 675 542
111,518 675 563
111,518 675 543
111,518 675 549
111,518 675 575
111,518 675 575
-
-
-
-
-
-
-
-
-
-
-
- 129,999 129,999
-
-
-
-
-
- 750
750
-
-
-
-
-
- 577
494
116,290 750 764
116,290 750 725
116,290 750 713
116,290 750 795
116,290 750 818
116,290 750 818
112,750 750 800
112,750 750 784
116,284 850 871
116,284 850 875
116,284 850 873
116,284 850 822
116,284 850 792
116,284 850 792
116,284 850 801
116,284 850 821
-
-
-
-
-
- 123,500 123,500
-
-
-
-
-
- 875
875
-
-
-
-
-
- 740
712
136,582 1,000 886
136,582 1,000 895
136,582 1,000 921
136,582 1,000 921
136,582 1,000 907
136,582 1,000 907
135,647 1,000 923
135,647 1,000 974
186,850 1,200 1,315
154,813 1,075 1,048
186,850 1,200 1,363
154,813 1,075 1,085
186,850 1,200 1,394
154,813 1,075 1,060
186,850 1,200 1,379
154,813 1,075 968
186,850 1,200 1,385
154,813 1,075 962
186,850 1,200 1,385
154,813 1,075 962
213,048 1,450 1,472
156,120 1,075 1,131
213,048 1,450 1,454
156,120 1,075 1,161
122
School 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 Capacity
Enrollment Northwestern(1996)
Square Feet
2009
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
-
173,375
2010
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
-
173,375
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
123,232 1,000 780
123,232 1,000 768
123,232 1,000 736
123,232 1,000 693
123,232 1,000 738
123,232 1,000 738
119,632 1,000 520
119,632 1,000 592
133,836 1,000 798
133,836 1,000 836
133,836 1,000 948
133,836 1,000 940
133,836 1,000 950
133,836 1,000 950
123,036 1,000 984
123,036 1,000 953
177,651 1,175 891
177,651 1,175 908
177,651 1,175 1,053
177,651 1,175 1,102
177,651 1,175 1,125
177,651 1,175 1,125
177,651 1,175 1,054
177,651 1,175 1,037
126,432 1,000 644
126,432 1,000 667
126,432 1,000 697
126,432 1,000 741
126,432 1,000 742
126,432 1,000 742
126,432 1,000 789
126,432 1,000 746
121,542 1,000 708
121,542 1,000 732
121,542 1,000 802
121,542 1,000 831
121,542 1,000 835
121,542 1,000 835
121,542 1,000 754
121,542 1,000 712
179,783 1,175 1,185
179,783 1,175 1,259
179,783 1,175 1,349
179,783 1,175 1,331
179,783 1,175 1,338
179,783 1,175 1,338
201,471 1,400 1,484
201,471 1,400 1,500
165,391 1,000 834
165,391 1,000 728
165,391 1,000 847
165,391 1,000 829
165,391 1,000 823
165,391 1,000 823
-
-
-
-
-
-
-
-
-
-
-
- 201,471 201,471
-
-
-
-
-
- 1,400
1,400
-
-
-
-
-
- 801
778
191,375 191,375
191,375
191,375
191,375 191,375 173,375
173,375
123
School 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(old)
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
2009 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
2010 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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011 1,100 1,263
2012 1,100 1,259
2013 1,100 1,312
2014 1,100 1,347
2015 1,100 1,332
2016 1,100 1,332
2017 1,100 1,358
2018 1,100 1,314
180,500 1,175 1,147
180,500 1,175 1,114
180,500 1,175 1,205
180,500 1,175 1,267
180,500 1,175 1,208
180,500 1,175 1,208
180,500 1,175 1,172
180,500 1,175 1,182
178,994 1,200 820
178,994 1,200 912
178,994 1,200 965
178,994 1,200 1,096
178,994 1,200 1,107
178,994 1,200 1,107
180,848 1,200 1,137
180,848 1,200 1,136
202,851 1,175 1,488
202,851 1,175 1,511
202,851 1,175 1,521
202,851 1,175 1,443
202,851 1,175 1,405
202,851 1,175 1,405
177,651 1,175 1,165
177,651 1,175 1,218
179,783 1,175 1,110
179,783 1,175 1,148
179,783 1,175 1,142
179,783 1,175 1,168
179,783 1,175 1,168
179,783 1,175 1,168
179,783 1,175 858
179,783 1,175 909
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
176,672 875 897
176,672 875 876
176,672 875 910
176,672 875 880
176,672 875 920
176,672 875 920
190,398 1,250 872
190,398 1,250 899
154,880 1,100 931
154,880 1,100 962
154,880 1,100 1,051
154,880 1,100 1,036
154,880 1,100 1,043
154,880 1,100 1,043
183,771 1,400 1,337
183,771 1,400 1,335
191,375 1,150 1,332
191,375 1,150 1,352
191,375 1,150 1,371
191,375 1,150 1,362
191,375 1,150 1,391
191,375 1,150 1,391
173,375 1,175 1,265
173,375 1,175 1,189
124
School 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)
Square Feet Capacity
Enrollment Centennial(1997)
Square Feet Capacity
Enrollment
2009
177,651 1,200 888
-
186,530 1,250 1,028
2010
177,651 1,200 856
-
186,530 1,250 1,041
343,036 2,125 2,170
220,975 1,475 1,770
-
-
254,916 1,775 2,013
343,036 2,125 2,255
220,975 1,475 1,325
-
-
254,916 1,775 1,950
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
177,651 1,175 761
177,651 1,175 772
177,651 1,175 761
177,651 1,175 756
177,651 1,175 733
177,651 1,175 733
177,651 1,175 906
177,651 1,175 802
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
186,530 1,200 1,078
186,530 1,200 1,229
186,530 1,200 1,076
186,530 1,200 1,099
186,530 1,200 1,033
186,530 1,200 1,033
186,530 1,200 942
186,530 1,200 833
337,096 2,175 2,333
238,975 1,475 1,310
-
-
273,912 1,925 1,948
337,096 2,175 2,330
337,096 2,175 2,105
238,975 1,475 -
238,975 1,475 -
339,617 1,900 1,239
339,617 1,900 1,461
320,885 1,900 -
320,885 1,900 1,079
273,912 1,925 1,833
273,912 1,925 1,863
337,096 2,175 2,066
337,096 2,175 2,061
337,096 2,175 2,061
337,096 2,175 2,142
337,096 2,175 2,255
238,975 238,975 238,975
-
-
1,475
1,475
1,475
-
-
-
-
-
-
-
339,617 1,900 1,537
339,617 1,900 1,411
339,617 1,900 1,411
339,617 1,900 1,456
339,617 1,900 1,543
320,885 1,900 1,532
320,885 1,900 1,785
320,885 1,900 1,785
328,585 1,925 1,990
328,585 1,925 1,989
273,912 1,950 1,894
273,912 1,950 1,847
273,912 1,950 1,847
275,849 1,950 2,009
275,849 1,950 1,934
125
School Chattahoochee(1991)
Square Feet Capacity
Enrollment Creekside(1990)
Square Feet Capacity
Enrollment Independence(1953)
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(1953)
Square Feet Capacity
Enrollment Milton(2005)
Square Feet Capacity
Enrollment Independence (1953)
Square Feet
2009
243,204 1,675 2,237
245,894 1,850 2,619
-
-
-
97,789 270 319
-
343,450 1,950 2,331
258,589
2010
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
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011
2012
2013
2014
2015
2016
2017
2018
258,644 1,875 1,736
258,644 1,875 1,855
258,644 1,875 1,812
258,644 1,900 1,850
258,644 1,900 1,879
258,644 1,900 1,879
269,107 1,950 1,956
269,107 1,950 1,965
245,894 1,850 1,316
253,665 1,875 1,396
253,665 1,875 1,409
253,665 1,875 1,433
253,665 1,875 1,635
253,665 1,875 1,635
256,705 1,900 1,752
256,705 1,900 1,786
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
320,885 1,900 1,615
320,885 1,900 1,842
320,885 1,900 1,933
320,885 1,900 1,974
320,885 1,900 2,011
320,885 1,900 2,011
320,885 1,900 2,092
320,885 1,900 2,144
350,282 2,175 2,256
350,282 2,175 1,856
350,282 2,175 1,681
350,282 2,175 1,808
350,282 2,175 1,890
350,282 2,175 1,890
350,282 2,175 1,951
350,282 2,175 1,895
95,205 253 253
95,205 253 312
95,205 253 270
95,205 253 262
95,205 253 212
95,205 253 212
95,205 253 212
95,205 253 400
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
375,850 1,950 2,628
375,850 1,950 2,654
375,850 1,950 2,180
375,850 1,950 2,010
375,850 1,950 2,021
375,850 1,950 2,021
343,450 1,950 2,304
343,450 1,950 2,382
258,589 258,589
258,589
258,589
258,589 258,589 258,589
258,589
126
School 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)
Square Feet Capacity
Enrollment North Crossroads
Mimosa Boulevard Building (1943/1992)
Square Feet
2009 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
-
328,617 1,900 2,339
2010 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
-
328,617 1,900 1,949
67,724
67,724
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
Exhibit XXII
2011 625 325
2012 625 264
2013 625 268
2014 625 258
2015 625 176
2016 625 176
2017 625 203
2018 625 400
297,170 1,775 1,445
297,170 1,775 1,552
297,170 1,775 1,646
297,170 1,775 1,618
297,170 1,775 1,653
297,170 1,775 1,653
301,052 1,775 1,632
301,052 1,775 1,576
303,978 1,875 1,895
303,978 1,875 1,843
303,978 1,875 1,836
303,978 1,875 1,903
303,978 1,875 1,922
303,978 1,875 1,922
293,923 1,900 1,819
293,923 1,900 1,816
259,932 1,325 1,664
259,932 1,325 1,634
259,932 1,325 1,715
259,932 1,325 1,672
259,932 1,325 1,551
259,932 1,325 1,551
259,932 1,325 1,535
259,932 1,325 1,688
289,455 2,000 2,471
289,455 2,000 2,465
289,455 2,000 2,321
289,455 2,000 2,218
289,455 2,000 2,078
289,455 2,000 2,078
297,295 1,975 2,238
297,295 1,975 2,246
299,668 2,000 1,845
299,668 2,000 1,844
299,668 2,000 1,828
299,668 2,000 1,650
299,668 2,000 1,702
299,668 2,000 1,702
288,308 2,000 1,745
288,308 2,000 1,610
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
328,617 1,925 2,102
328,617 1,925 1,914
328,617 1,925 1,795
328,617 1,925 1,883
328,617 1,925 2,023
328,617 1,925 2,023
323,804 1,925 2,184
323,804 1,925 2,205
54,978 54,978
54,978
127
54,978
54,978
54,978
54,978
54,978
School Capacity
Enrollment South Crossroads(1977)
Square Feet Capacity
Enrollment
Data Source: District records.
2009 *
110
67,899 *
163
2010 *
105
67,899 *
131
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 *
54
2012 * -
2013 * -
2014 * -
2015 * -
45,553 *
66
45,553 * -
45,553 * -
45,553 * -
45,553 * -
2016 * -
45,553 * -
Exhibit XXII
2017 * -
*
-
2018 * -
*
-
128
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
2009
4,409 553
3,567
2010
4,800 527
3,032
2011
4,926 405
2,606
For the Fiscal Year Ended June 30,
2012
2013
2014
2015
5,090 464
2,382
5,118 439
2,092
4,956 384
1,847
5,257 427
2,411
2016
5,513 358
2,341
2017
5,375 308
2,306
2018
4,936 304
2,238
Total
8,529
8,359
7,937
7,936
7,649
7,187
8,095
8,212
7,989
7,478
Daily Average
48
47
46
41
43
42
46
46
45
44
Student Price
$1.35-$1.60 $2.00-$2.25 $2.00-$2.25 $2.10-$2.35 $2.20-$2.45 $2.25-$2.50 $2.25-$2.50 $2.25-$2.50 $2.35-$2.60 $2.45-$2.70
Breakfast Meals Served: Free Reduced Paid
2,595 277 856
2,649 243 631
2,736 192 578
2,850 224 536
2,924 218 526
3,030 204 527
2,997 197 504
3,224 168 480
3,150 136 460
2,880 134 468
Total
3,728
3,523
3,506
3,610
3,668
3,761
3,698
3,872
3,746
3,482
Daily Average
21
20
20
19
19
22
21
22
21
20
Student Price
$.80-$.95 $1.00-$1.15 $1.00-$1.15 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20 $1.05-$1.20
Total Meals Served: Free Reduced Paid
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
7,986 588
2,374
8,254 624
2,915
8,737 526
2,821
8,525 444
2,766
7,816 438
2,706
Total
12,257
11,882
11,443
11,546
11,317
10,948 11,793
12,084
11,735
10,960
Daily Average
69
67
66
60
62
64
67
68
66
64
Data Source: School System's food service program.
School Nutrition Financial Analyst
129
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
2009
2010
2011
2012
2013
2014
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
1,919 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
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
Total
88,299
90,399
91,864
92,604
93,907
95,232
Annual % Change
2.4%
2.4%
1.6%
0.8%
1.4%
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
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
2018
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
2,157 6,266 6,579 6,595 6,897 7,109 7,149 7,296 7,261 7,101 8,109 7,657 7,142 7,173
95,534 94,491
-0.6%
-1.1%
130
SPECIAL REPORTS SECTION
FULTON COUNTY BOARAD OF EDUCATION, GEORGIA Special Purpose Local Option Sales Tax Projects Fiscal Year Ended June 30, 2018
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
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED PRIOR FISCAL YEARS
EXPENDED CURRENT FISCAL
YEAR
$
349,600,000 $
289,891,838 $ 289,891,838 $
-$
49,300,000
111,062,886
102,389,378
589,427
14,100,000
47,400,886
47,400,886
-
9,731,000
50,484,279
50,484,279
-
-
23,458,150
23,391,137
17,623
12,285,000
10,436,890
10,436,890
-
60,000,000
69,619,138
69,569,263
-
4,000,000
18,338,655
18,338,655
-
15,000,000
52,927,890
52,927,890
-
7,000,000
16,958,290
16,958,290
-
279,984,000
-
-
-
$
801,000,000 $
690,578,902 $ 681,788,506 $
607,050 $
BALANCE
8,084,081
49,390 49,875 -
8,183,346
PROJECT STATUS
Completed Ongoing Completed Completed Ongoing Completed Ongoing Completed Completed Completed Completed
SPLOST III
PROJECT NEW SCHOOLS SCHOOL REPLACEMENT SCHOOL ADDITIONS 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
$
386,310,186
160,518,622
70,091,346
106,636,417
-
90,255,887
10,000,000
1,962,560
71,783,508
-
59,494,017
-
31,295,793
CURRENT ESTIMATE
$
256,804,008
158,614,884 55,657,155 99,712,109 2,858,968 90,255,888 10,778,688 4,954,645
71,429,749 11,421,896 38,970,608 20,015,208 24,320,913
EXPENDED PRIOR FISCAL YEARS
$ 256,804,008 158,577,342 55,657,155 99,659,713 2,778,968 90,255,888 10,778,688 4,954,645 71,429,749 11,421,896 37,698,490 20,015,208 24,320,913
EXPENDED CURRENT FISCAL
YEAR
$
-$
37,542
-
48,526
(39,102)
-
-
-
-
-
-
-
-
$
988,348,336 $
845,794,719 $ 844,352,663 $
46,966 $
BALANCE
3,870 119,102 1,272,118 -
1,395,090
PROJECT STATUS
Completed Completed Completed 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
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED PRIOR FISCAL YEARS
EXPENDED CURRENT FISCAL
YEAR
$
108,308,097 $
87,159,499 $
86,059,727 $
2,897 $
60,142,875
79,718,341
70,143,881
1,504,819
138,652,377
173,001,434
145,230,432
3,009,676
203,967,829
212,249,858
195,206,056
10,943,717
7,690,541
18,450,000
17,449,527
188,153
68,831,729
70,154,744
68,831,727
1,323,017
14,725,000
24,731,026
21,024,436
2,168,436
3,240,000
2,960,328
2,700,369
134,358
174,630,705
175,030,931
161,777,896
10,742,660
429,600
8,895,464
7,592,811
842,767
14,746,684
17,647,298
16,078,742
1,219,168
10,688,076
2,450,832
-
-
-
4,664,701
-
-
35,420,000
18,741,261
9,514,205
9,205,439
$
841,473,513 $
895,855,717 $ 801,609,809 $
41,285,107 $
BALANCE
1,096,875 8,069,641 24,761,326 6,100,085
812,320 -
1,538,154 125,601
2,510,375 459,886 349,388
2,450,832 4,664,701
21,617
52,960,801
PROJECT STATUS
Ongoing Ongoing Ongoing Ongoing Ongoing Completed Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing
SPLOST V
PROJECT NEW SCHOOLS SCHOOL REPLACEMENT LOCAL SCHOOL NEEDS CAPITAL OPERATIONS COST LAND PURCHASE/RESERVE DEBT SERVICES FURNITURE AND EQUIPMENT HEALTH AND SAFETY INFORMATION TECHNOLOGY INTEREST PROGRAM MANAGEMENT PROGRAM RESERVE TRANSPORTATION SPLOST IV FUND TOTAL
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED PRIOR FISCAL YEARS
EXPENDED CURRENT FISCAL
YEAR
$
138,780,679 $
138,780,679 $
364,274 $
3,747,160 $
147,050,688
146,500,688
287,037
6,272,260
201,416,521
200,746,084
44,453
4,501,754
18,000,000
18,000,000
-
2,640,516
8,000,000
8,000,000
-
-
60,387,407
61,681,601
1,163,172
15,778,738
35,820,000
35,820,000
-
2,698,778
15,750,000
15,750,000
-
1,886,322
160,000,000
160,000,000
-
29,015,919
8,427,680
8,427,680
-
866,804
20,000,000
20,000,000
-
2,542,066
110,892,976
110,870,509
-
-
35,550,000
35,550,000
-
6,139,932
$
960,075,951 $
960,127,241 $
1,858,936 $
76,090,249 $
BALANCE
134,669,245 139,941,391 196,199,877
15,359,484 8,000,000
44,739,691.00 33,121,222 13,863,678
130,984,081 7,560,876
17,457,934 110,870,509
29,410,068 882,178,056
Notes: This schedule includes total project costs funded by sales taxes, state capital outlay reimbursements and other local funding sources.
PROJECT STATUS
Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing
131
Fulton County Board of Education, Georgia Schedule of Lottery Expenditures - by Object
For the Fiscal Year Ended June 30, 2018
Expenditures
Salaries - teachers
$
Salaries - clerical
Salaries - other
Employee benefits
Other purchased services
Communication
Travel-Employees
Material and supplies
Total Expenditures
$
Pre-Kindergarten
4,826,103 59,040
232,529 2,168,181
2,821 2,118 5,402 76,855
7,373,049
132
Fulton County Board of Education, Georgia General Fund - Quality Basic Education Program
Allotment and Expenditures by Program For the Fiscal Year Ended June 30, 2018
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
$
30,728,965 $ 30,612,005 $
92,899 $ 30,704,904
4,267,148
879,921
1,737
881,658
77,210,261
86,687,181
5,113,171
91,800,352
12,413,292
5,201,169
40,880
5,242,049
39,245,054
34,001,865
449,577
34,451,442
6,399,573
5,010,910
6,986
5,017,896
-
-
10
10
60,810,506
64,520,838
2,433,386
66,954,224
66,797,345
85,029,603
6,460,565
91,490,168
13,070,729
9,085,459
701,079
9,786,538
17,039,329 4,412,095
33,764,653 5,211,565 1,542,082
39,138,741 8,526,528 4,734,979
12,741,418
8,681,282 75,000,041 3,331,329 6,228,199 32,032,166 5,748,203 1,190,920 15,911,813
26,698 135,807 2,164,841
10,942 824,609
40,978 418,718
843 119,458
26,698 8,817,089 77,164,882 3,342,271 7,052,808 32,073,144 6,166,921 1,191,763 16,031,271
438,054,263 12,052,008 2,092,496
469,152,904 12,844,357 -
19,043,184 2,341,538
488,196,088 15,185,895 -
$
452,198,767 $ 481,997,261 $
21,384,722 $ 503,381,983
133
Single Audit Section
Dolvin Elementary Ana Sofia Reid ~ 3rd 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, 2018, 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 20, 2018. Our report includes a reference to the change in accounting principle resulting from the implementation of Governmental Accounting Standards Board Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, as of July 1, 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 and therefore, material weaknesses or significant deficiencies may exist that have not been identified. We did identify a certain deficiency in internal control, as described in the accompanying schedule of findings and questioned costs as item 2018-001, that we consider to be a material weakness.
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. The School System's Response to the Finding The Fulton County Board of Education's response to the finding identified in our audit is described in the accompanying schedule of findings and questioned costs. The School District's response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it.
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.
Atlanta, Georgia December 20, 2018
135
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, 2018. 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, 2018.
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 20, 2018
137
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2018
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
Total Title III
Title IV - Part A, Student Support and Academic Enrichment
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 * N/A 10.555 * N/A
10.555 * N/A 10.555 * N/A
10.582
N/A
$
6,356,632
84,479
18,094,074 3,183,412
27,718,597
641,385
28,359,982
84.010 * N/A 84.010 * N/A
84.377
N/A
84.367
N/A
84.367
N/A
84.366
N/A
84.365
N/A
84.365
N/A
84.424
N/A
84.027
N/A
84.173
N/A
84.027
N/A
22,697,403 1,132,303
23,829,706
2,053,408
2,180,282 16,700
2,196,982
409,178
767,488 73,628
841,116
529,995
17,459,942 402,828 473,580
18,336,350 (Continued)
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FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2018
Federal Grantor/Pass-Through Grantor/Program Title
U. S. DEPARTMENT OF EDUCATION (Continued): Passed through Georgia Department of Education (Continued):
Charter Schools Program - National Implementation Grant Charter Schools Program - National Dissemination Grant
Total Charter Schools Programs
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
Passed through Georgia State University CREST in Education
Total U. S. Department of Education
U. S. ENVIRONMENTAL PROTECTION AGENCY Direct National Clean Diesel Emissions Reduction Program
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)
Total Expenditures of Federal Awards * Denotes a major federal award program
See the Note to the Schedule of Expenditures of Federal Awards
CFDA Number
PassThrough Entity ID Number
Total Expenditures
84.282 84.282
84.371B 84.371B 84.371B 84.371B
84.048 84.048
84.196
84.336
N/A
265,172
N/A
79,893
345,065
N/A
458,373
N/A
113,890
N/A
67,564
N/A
154,649
794,476
.
N/A
657,956
N/A
25,000
682,956
N/A
74,013
N/A
162,825
50,256,070
66.039
N/A
1,569,678
12.unknown
N/A
811,197
20.601
N/A
633
$ 80,997,560
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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, 2018
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.
140
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2018
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
__X_ yes
no
____ yes X none reported
____ yes 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
__X_ yes
no
Name of Federal Program or Cluster
10.553 and 10.555
U.S. Department of Agriculture Child Nutrition Cluster
84.010
U.S. Department of Education Title I, Part A
Dollar threshold used to distinguish between Type A and Type B programs:
$2,429,927
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, 2018
2018-001
SECTION II FINANCIAL STATEMENT FINDINGS AND RESPONSES
Restatement of Net Position of Governmental Activities
Criteria: Internal controls should be in place to ensure receivables are properly recorded at year-end in the financial statements in accordance with generally accepted accounting principles.
Condition: Internal controls were not sufficient to prevent misstatements in reporting of the School System's loans receivables on the statement of net position of its governmental activities.
Context/Cause: During our audit fieldwork, we discovered that a restatement of governmental activities beginning net position and assets were required due to the School System not properly recording loan receivables related to the sale of capital assets in the proper period.
Effects or possible effects: In fiscal years 2015 and 2016, the School System sold two properties and signed two promissory notes for the proceeds due. At the point of sale, the School System was required to record a long-term receivable in the total amount of $2,349,000 in the governmental activities statement of net position for the combined selling price, less earnest money, of the two properties. However, the School System did not record a receivable for these two properties in the prior period. During fiscal years 2015, 2016, and 2017, a total of $418,000 was received related to these properties, making the net receivable related to these two properties $1,931,000 as of June 30, 2017. Therefore, a restatement to increase net position and long-term assets (loans receivable) as of June 30, 2017 is required in the amount of $1,931,000.
Recommendation: Pertinent information and documents that affect the School System's financial statements should be timely routed to the School System's Accounting Department for proper evaluation and accounting of such information. There should also be periodic reconciliation and review of receivable balances throughout the fiscal year as well as at fiscal year-end to ensure balances are properly and timely recorded in accordance with generally accepted accounting principles.
Auditee's Response: We agree with the findings. Matters related to land sales are conducted during executive session to ensure the District remains a confidential buyer to protect against non-market driven price escalation. As such, the terms of negotiations are kept in confidence and Finance staff are unaware that a transaction requiring the recording of a receivable has occurred. Our operations staff brings such matters before the Board and has agreed to promptly make the Finance and Accounting staff aware of the details of land sale transactions negotiated on behalf of the District.
142
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2018
SECTION III FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS None reported.
143
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS FOR THE FISCAL YEAR ENDED JUNE 30, 2018
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS There were no audit findings reported in fiscal year 2017.
144
BOARD OF EDUCATION
Linda P. Bryant, President Linda McCain, Vice President Julia C. Bernath Gail Dean Kimberly Dove Katie Reeves Katha Stuart Cindy Loe,Ph.D., Interim Superintendent
2018-001 Restatement of Net Position of Governmental Activities
Criteria: Internal controls should be in place to ensure receivables are properly recorded at year-end in the financial statements in accordance with generally accepted accounting principles.
Condition: Internal controls were not sufficient to prevent misstatements in reporting of the School System's loans receivables on the statement of net position of its governmental activities.
Context/Cause: During our audit fieldwork, we discovered that a restatement of governmental activities beginning net position and assets were required due to the School System not properly recording loan receivables related to the sale of capital assets in the proper period.
Effects or possible effects: In fiscal years 2015 and 2016, the School System sold two properties and signed two promissory notes for the proceeds due. At the point of sale, the School System was required to record a long-term receivable in the total amount of $2,349,000 in the governmental activities statement of net position for the combined selling price, less earnest money, of the two properties. However, the School System did not record a receivable for these two properties in the prior period. During fiscal years 2015, 2016, and 2017, a total of $418,000 was received related to these properties, making the net receivable related to these two properties $1,931,000 as of June 30, 2017. Therefore, a restatement to increase net position and long-term assets (loans receivable) as of June 30, 2017 is required in the amount of $1,931,000.
Recommendation: Pertinent information and documents that affect the School System's financial statements should be timely routed to the School System's Accounting Department for proper evaluation and accounting of such information. There should also be periodic reconciliation and review of receivable balances throughout the fiscal year as well as at fiscal year-end to ensure balances are properly and timely recorded in accordance with generally accepted accounting principles.
Auditee's Response: We agree with the findings. Matters related to land sales are conducted during executive session to ensure the District remains a confidential buyer to protect against non-market driven price escalation. As such, the terms of negotiations are kept in confidence and Finance staff are unaware that a transaction requiring the recording of a receivable has occurred. Our operations staff brings such matters before the Board and has agreed to promptly make the Finance and Accounting staff aware of the details of land sale transactions negotiated on behalf of the District.
Administrative Center 6201 Powers Ferry Road NW, Atlanta, Georgia 30339 470-254-3600 www.fultonschools.org
Corrective Action Plan: For any transactions related to the sale or purchase of land or capital assets: 1) Operations department has agreed to implement a policy to notify the accounting services team of any
matter that is brought before the Board for ratification and approval via formal memorandum or by any other written means of communication. 2) Upon closing of all land transactions, the District representative or the attorney for the District will forward a copy of the contract and closing documents to the accounting services team for review and for proper accounting and recording of the disposition or acquisition or assets and any related notes receivable or payable. 3) A verification of funds wired (incoming or outgoing) as it relates to the transactions will forwarded to the accounting services teams for analysis and disposition as appropriate to the details of the related contract. This can also be accomplished by collecting a certification from the entity or adding a clause or condition to the contract with the purchases/seller. 4) As an additional verification any transactions posted as land sales revenue will be further analyzed and reviewed on a periodic basis to assure that all aspects of the contract have been recorded in the general ledger and related financial reports. Anticipated Completion Date: The School District will begin implementation of the Correction Action Plan in July 2018 as well as the remediation of applicable transactions made during the first five months of the current fiscal year. Robert Morales, Chief Financial Officer, and Patrick Burke, Chief Operations Officer, are the contact persons at the School District who are responsible for the corrective action plan.
146