Comprehensive Annual Financial Report
For the Fiscal Year Ended June 30, 2019
Dolvin Elementary Ana Sofia Reid ~ 3rd Grade
Milton High Abby Burnett ~ 10th Grade
River Trail Middle Mahi Shah ~ 7th Grade
Sweet Apple ES Oliver Reed ~ Kindergarten
Hopewell Middle Laylah Scipio ~ 7th Grade
Milton High Lizzie Leaman ~12th Grade
Mimosa Elementary Zariah Saint Peruex ~ 5th Grade
Crabapple Crossing Elementary Gray Tito ~ 2nd Grade
Prepared by: Fulton County Board of Education
Division of Financial Services Marvin L. Dereef, Jr., Chief Financial Officer
Cogburn Woods Elementary Samantha Adrianzqa ~ 5th Grade
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2019
TABLE OF CONTENTS
Introductory Section (Unaudited)
Letter of Transmittal ................................................................................................................. i GFOA Certificate of Achievement for Excellence in Financial Reporting.............................. vi ASBO Certificate of Excellence in Financial Reporting......................................................... vii List of Elected Officials.......................................................................................................... viii Superintendent of Schools ........................................................................................................ ix List of Appointed Principal Officials .........................................................................................x Organizational Chart ................................................................................................................ xi
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.......................................................................33 Detailed Notes on All Funds .................................................................................................34 Other Notes............................................................................................................................58
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 2019
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, 2019
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, 2019
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.......................................................... 141-144
Status of Prior Fiscal Year Audit Findings ................................................................... 145
Management's Corrective Action Plan .................................................................. 146-148
ACKNOWLEDGEMENTS
On behalf of the Fulton County Schools' Board of Education, the Superintendent, and the Financial Services Division, I am pleased to present the 2019 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 12.
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 Fulton County School District's Fine Arts Division Coordinator, Elizabeth Epps, and the art teachers that 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 for contributing to the development and content of this report, including Ms. Greta Tinaglia, Executive Director of Accounting and Retirement Services and her Accounting Services staff.
Yours very truly,
Marvin L. Dereef, Jr. Chief Financial Officer
STUDENT ARTWORK
Renee Alnoubani, 11th Grade Art Teacher, Heather Meyer Riverwood High District 7
Jordan Hood, 12th Grade Art Teacher, Leslie Jackson Westlake High District 6
Vitchae Han, 7th Grade Art Teacher, Ricci Justis River Trail Middle District 5
Roderick Heard, 11th Grade Art Teacher, Shuntia Wallace Creekside High School District 4
Eve Viderman, 5th Grade Art Teacher, Sue Miller Cogburn Woods Elementary District 2
Luna Ramirez, 11th Grade Art Teacher, Heather Meyer Riverwood High District 7
Lauran Walker, 11th Grade Art Teacher, Chris Sandlin Tri-Cities High District 3
Maritoni Thomas, 10th Grade Aadam Sabri Jiffry 1st Grade
Art Teacher, Leslie Jackson Art Teacher, Laura Stowers
Westlake High
Hembree Springs Elementary
District 6
District 1
Introductory Section (Unaudited)
+
River Trail Middle School Vitchae Han 7th Grade
BOARD OF EDUCATION
Linda P. Bryant, President Julia C. Bernath, Vice President Gail Dean Kimberly Dove Linda McCain
Katie Reeves Katha Stuart Mike Looney, Ed.D., Superintendent
December 23, 2019
To the Members of the Fulton County Board of Education, The Citizens of Fulton County, Georgia and the Financial Community:
The Comprehensive Annual Financial Report (CAFR) of the Fulton County Board of Education, Georgia (the School District) for the fiscal year ended June 30, 2019, is submitted herewith. This report was prepared by the Financial Services Division and is intended to fulfill the requirements for audit prescribed by Georgia Statutes for local boards of education. Also included in this CAFR is the Uniform Guidance report which is issued to fulfill Single Audit Requirements of Federal and State governments. District management assumes full responsibility for the completeness and reliability of the information contained in this report, based on a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, the objective is to provide reasonable, rather than absolute, assurance that the financial statements are free of any material misstatements.
The Financial Services Division prepared this report in conformance with standards of the Governmental Accounting Standards Board, the American Institute of Certified Public Accountants, and the Government Finance Officers Association. Mauldin & Jenkins, LLC, have issued an unmodified ("clean") opinion on the Board's financial statements for the fiscal year ended June 30, 2019. 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.
The Statistical section contains selected financial and demographic information, generally presented over a multi-year basis. Included with the Statistical section is a Special Report section. Within this Special Report section is the SPLOST expenditures, lottery expenditures, and QBE allotment and expenditures. The Single Audit section contains federal compliance information including schedules and auditor reports required for the District to comply with the Revised Single Audit Act of 1996 and 2 CFR200, the Uniform Guidance.
Administrative Center 6201 Powers Ferry Road NW, Atlanta, Georgia 30339 470-254-3600 www.fultonschools.org
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.
As of June 30, 2019, 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 Masters 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.
ii
LOCAL ECONOMY
The development of the fiscal year 2019 budget, which was approved on June 28, 2018, 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 2019 budget is to provide competitive wages for teachers, manage increasing benefit costs, increase support to schools, provide support for the execution of the Districts strategic plan and support federal programs.
Overall, our General Fund revenues are up approximately 7.2% as our local economy remains strong with steady growth occurring. The District has two primary funding sources, Property Taxes and QBE (state aid) which support our General Fund operations.
Our first major General Fund revenue stream is property taxes which generates 62% of the General Fund revenue. Taxes increased by $67 million due to growth in the Tax Digest. In addition, our 2017 digest was frozen by the State due to certification issues which prevented full billing in 2017. During the fiscal year 2019, the issues were resolved, and the District received additional revenue.
Our second major General Fund revenue stream is State revenue through the "Quality Basic Education" Act which represents 35% of General Fund revenue. In fiscal year 2019, QBE state aid of approximately $372 million was down from fiscal year 2018 by approximately $3 million due to shifting enrollment trends and the increase in our tax digest which offsets QBE Earnings.
It is the goal of FCS to strategically use new revenue to support the School 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 2019 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; and
Deposit and investment policies.
iii
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. Our 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; and Fiscal Responsibility .
To support our 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.
AWARDS
Financial Reporting
The District received a Certificate of Excellence in financial reporting for the fiscal year June 30, 2018 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 11th 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 2019 CAFR to determine its eligibility for these certificates.
Budget Presentation
The School 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 2019, 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.
iv
v
vi
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, 2018.
The CAFR meets the criteria established for ASBO International's Certificate of Excellence.
Tom Wohlleber, CSRM President
David J. Lewis Executive Director
vii
Elected Officials
Fulton County Board of Education, Georgia
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 the 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 performs the following:
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 Acts as a tribunal at certain employee and student hearings
viii
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2019
Superintendent Profile: Dr. Mike Looney Dr. Mike Looney joins Fulton County Schools after recently serving as superintendent of Williamson County Schools in Tennessee, where he was named 2015 Superintendent of the Year by Tennessee Organization of School Superintendents (TOSS).
He earned his bachelor's degree in business management and master's degree in education from Jacksonville State University in Alabama. Dr. Looney earned his educational specialist degree and doctorate in educational leadership from the University of Alabama.
Dr. Looney's work has been presented for regional and national audiences on a wide range of educational and leadership topics.
He has served on several distinguished panels including former president George W. Bush's National Reading Leadership Panel in Washington D.C.
Dr. Looney also served as superintendent of the Butler County School District in Alabama. Under his leadership, the school district realized significant student achievement gains, improved the graduation rate, and established the district's first magnet school. In recognition of his work there, he was selected as Greenville, Alabama's Citizen of the Year in 2008.
Before arriving at Butler, he was assistant superintendent for curriculum and instruction in Montgomery Public Schools. Under his leadership, the district of 61 schools and 31,000 students received national notoriety for its improvement in reading achievement scores.
Dr. Looney, a public educator since 1994, has also served in the roles of classroom teacher, assistant principal and principal. During his tenure as principal, his school was recognized for closing the achievement gap for underprivileged and minority students. His school was highlighted at both the state and national levels and was named a National Title I Distinguished School.
Prior to entering the field of education, he served as finance manager for a privately-held corporation with fifty employees in Anniston, Alabama. His responsibilities included corporate finance, marketing, and human resource management.
Dr. Looney is a military veteran having served for seven years in the United States Marine Corps before being honorably discharged with a service-related injury. His military service was distinguished by four meritorious promotions, including selection as the Marine of the Year for MCRS Montgomery serving Alabama, Mississippi and Florida. In addition to other medals and ribbons, Dr. Looney was the recipient of the Navy and Marine Corps Achievement Medal. His military duties took him all over the world and included a six-month tour on the USS Raleigh with the 2nd Marine Division, II Marine Amphibious Force. He is the father of four grown children.
ix
Fulton County Board of Education, Georgia Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2019
Fulton County Board of Education, Georgia
Appointed Principal Officials
Mike Looney, Superintendent
Patrick Burke Chief Operations Officer
Marvin Dereef, Jr. Chief Financial Officer
Cliff Jones Chief Academic Officer
Brian Noyes Chief Communications Officer
Serena Sacks Chief Information Officer
Ron Wade Chief Talent Officer
Julie Baldwin Director Office of Superintendent and Board Services
x
2018-2019 Organizational Structure
Superintendent
Chief Academics Officer Clifford Jones
Board
Superintendent Jeff Rose
Director Internal Audits Jim Yerich
Director of Superintendent & Board Services
Julie Baldwin
Coordinator Government Affairs/Policy David Goldie
Executive Assistant Sakha Reed
Chief Communications Officer Vacant
Chief Financial Officer Robert Morales
Chief information Officer Serena Sacks
Chief Operations Officer Patrick Burke
Chief Talent Officer Ronnie Wade
xi
Financial Section
Cogburn Woods Elementary School Eve Viderman 5th 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, 2019, 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, 2019, and the respective changes in financial position and the budgetary comparison for the General Fund, for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America.
Other Matters
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis, the Schedule of Proportionate Share of the Net Pension Liability Teachers Retirement System of Georgia, the Schedule of Contributions Teachers Retirement System of Georgia, the Schedule of Changes in the School System's Net Pension Liability and Related Ratios, the Schedule of Investment Returns Fulton County School Employees' Pension Fund, and the Schedule of Contributions Fulton County School System's Retirement Plan, 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.
2
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 23, 2019 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 23, 2019
3
MANAGEMENT'S DISCUSSION
AND ANALYSIS
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
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, 2019. 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 $791,252,083 (net position) at June 30, 2019.
Total net position is comprised of the following:
Net investment in capital assets, of $1,968,194,997 includes property and equipment, net of accumulated depreciation, and are reduced for outstanding debt related to the purchase or construction of capital assets.
Net position restricted of $213,815,960 by constraints imposed from outside the School System such as debt covenants, grantors, laws, or regulations.
Unrestricted net position deficit of ($1,390,758,874) represents the portion available to maintain the School System's continuing obligations to citizens and creditors.
The School System's governmental funds reported a total ending fund balance of $426,903,868 at the end of the fiscal year. This amount, when compared to the prior fiscal year ending fund balance of $393,394,678, reflects an increase of $32,969,190 during the current fiscal year.
At the end of the current fiscal year, the unassigned fund balance for the general fund was $19,286,967 or 1.86% of total general fund expenditures. The fiscal year 2019 unassigned fund balance shows a $8,347,414 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 Comprehensive Annual Financial 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 governmentwide statement of position presenting information that includes all the School System's assets, deferred
4
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
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.
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.
The government-wide financial statements report governmental activities of the School System that are principally supported by taxes and grants and 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 short-term fiscal accountability focusing on the use of spendable resources and balances of spendable resources available at the end of the fiscal year. Fund financial statements are useful in evaluating annual financing requirements of governmental programs and the commitment of current spendable resources.
Since the government-wide focus includes the long-term view, comparisons between these two perspectives may provide insight into the long-term impact of short-term financing decisions. Both the Governmental Fund Balance Sheet and the Governmental Fund Operating Statement provide a reconciliation to assist in understanding the differences between these two perspectives.
The basic governmental fund financial statements, including the general fund's budgetary statement are presented on pages 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.
5
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
Notes to the Basic Financial Statements
The accompanying Notes to the Basic Financial Statements section provides 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.
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 $791,252,083. 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
Activities
$582,200
2,290 2,017,967
2019 Percentage
of Total
22%
0% 78%
2018
Governmental
Percentage
Activities
of Total
$549,816
22%
2,731
0%
1,940,896
78%
Total assets
2,602,457
100%
2,493,444
100%
Deferred outflows
253,186
220,302
Liabilities:
Current liabilities
196,141
10%
190,991
10%
Long-term liabilities
1,693,527
90%
1,787,391
90%
Total liabilities
1,889,668
100%
1,978,382
100%
Deferred inflows
174,723
87,187
Net position Net investments in capital assets Restricted Unrestricted
Total net position
1,968,195 213,816
(1,390,759)
$791,252
249% 27%
-176%
100%
1,885,954 186,627
(1,424,405)
$648,176
291% 29%
-220%
100%
6
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
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 3.0 to 1 at June 30, 2019 versus 2.9 to 1 at June 30, 2018. The School System reported a positive balance in net position for its governmental activities. The beginning net position at June 30, 2018 was $648,176,531. As of June 30, 2019, net position increased by $143,075,522. The following chart reports the total net position balances from fiscal year 2008 2019.
This page continued the subsequent page
7
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
The following table provides a summary of the School System's changes in net position (in thousands):
Summary of Changes in Net Position
Revenues Program Charges for Services Operating Grants Capital Grants General Taxes Others
Total Revenues
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
Total Expenses
Change in Net Position
Beginning Net Position
Ending Net Position
2019
2018
$
23,853
471,438
719
839,221 12,138 $ 1,347,369
1.8% $ 35.0% 0.1%
62.3% 0.9% 100.0% $
19,243 462,249
3,782
768,890 11,452 1,265,616
1.5% 36.5% 0.3%
60.8% 0.9% 100.0%
704,490 72,597 56,179 17,154
1,245 8,073 59,164 19,514 111,113 64,449 42,952
71 44,091 3,201
1,204,293 143,076
648,176
$
791,252
58.5% 6.0% 4.7% 1.4% 0.1% 0.7% 4.9% 1.6% 9.2% 5.4% 3.6% 0.0% 3.7% 0.3%
100.0%
$
$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
18,092
630,084
648,176
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%
100.0%
8
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
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 is also reliant on property taxes to support educational operations and capital outlay. Taxes provided 62.3% of the School System's total governmental revenues as compared to 60.8% in fiscal year 2018.
State and federal aid recognized for operating purposes (excluding capital outlay) total 35.0% of total revenue as compared to 36.5% in fiscal year 2018.
In the State of Georgia, the general state funding, known as Quality Basic Education (QBE) funding is classified as program revenue. The QBE funding is distributed based upon enrollments and a certain amount of this funding must be expended in certain expense functions, as well as an amount on salaries and an amount on operations. In fiscal year 2019, the School System recognized QBE of approximately $372.4 million or approximately 27.6% of total revenues as compared to approximately $375.1 million or 29.6% in fiscal year 2018. 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 $7,421,200 in unrestricted investment earnings to support educational activities. Also, note that program revenues cover approximately 41.2% of governmental operating expenses. This means that the School System's taxpayers, through property taxes and sales taxes, fund almost 58.8% of the governmental activities revenues.
The School System recorded over $188 million in Special Purpose Local Option Sales Tax (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 58.5% of total expenses or almost $705 million. The School System spends an additional $145.9 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 $88 million. The operation and maintenance of the School System's buildings costs approximately $111 million.
The school nutrition program's gross expenses are over $44 million, and this program lost approximately $2.5 million after meal charges, state, and federal aid. Finally, operating approximately 788 buses costs the School System over $64.4 million.
(This page continued the subsequent page)
9
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
The following table compares total cost and net cost for the last two fiscal years (in thousands):
Total Cost of Services
2019
2018
Net Cost of Services
2019
2018
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
$704,490 72,597 56,179 17,154 1,245 8,073 59,164 19,514 111,113 64,449 42,952 71 44,091 3,201
$1,204,293
$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
$369,645 62,369 36,611 4,545 1,245 (3,287) 34,147 19,349 79,904 55,994 42,649 10 (642) 2,543
3,201
$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
$1,247,524 $708,283 $762,251
Although the instruction function makes up 58.5% of total gross costs in fiscal year 2019, it is 52.2% of net costs. This reduction relates to the QBE funding 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 $426,903,868. Of this fiscal year-end total, $203,550,495 is legally restricted, $177,524,841 is for capital outlay, $4,205,299 is for debt service, and $17,404,137 is for the school nutrition program, $3,947,587 is for the principal's fund, $468,631 is for other uses, $167,130,904 is committed primarily for safeguards set aside to protect the School System against economic recessions, and $4,730,815 fund balance is non-spendable
Finally, $32,204,687 is assigned which includes $12,708,419 assigned to cover the 2020 projected budget deficit and $19,470,668 assigned for encumbrance rollover. The School System has $19,286,967 in unassigned fund balance which is available for future educational purposes.
10
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
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 increased by $13,292,008 or 6.38%, from the fiscal year 2018 amount.
Our first major General Fund revenue stream is property taxes which generates 62% of the General Fund revenue. Taxes increased by $70 million due to growth in the Tax Digest. In addition, our 2017 digest was frozen by the State due to certification issues which prevented full billing in 2017. During the fiscal year 2019, the issues were resolved, and the District received additional revenue.
Our second major General Fund revenue stream is State revenue through the "Quality Basic Education" Act which represents 35% of General Fund revenue. In fiscal year 2019, QBE state aid of approximately $372 million was down from fiscal year 2018 by approximately $3 million due to shifting enrollment trends and the increase in our tax digest which offsets QBE.
Federal revenues increased by approximately $699,781 from fiscal year 2018. Other 2019 revenues decreased by approximately $2.6 million. Overall, revenues increased approximately $71.9 million or 7.3% over our fiscal year 2018 revenues due to growth in the property tax digest, and an improving interest rate environment for investment earnings.
On the expenditure side, total general fund expenditures, increased $28.7 million or 2.8% in line with salary increases given to employees for fiscal year 2019 and rising benefit costs.
The instruction function decreased by approximately $22.5 million or 3.35%. This reduction was the result of several factors. In fiscal year 2018, there was a major textbook adoption which is not reflected in 2019. Due to increases in State Revenue, the Governor granted a "State Health Payment Holiday" and therefore reduced healthcare expenditures during June of 2019. In addition, school technology specialist were coded in the instruction function in 2018 and moved to central support function in 2019 leading to an increase in the support function of 42.39% or approximately $12.8 million.
The pupil services function experienced a significant increase of $29.1 million or 77.8% as a result of a change in state reporting standards which required the District to report occupational and other therapist roles in pupil serves which had been spread across a variety of other functions. The transportation function increased by 9.23% or $4.7 million for 85 new bus driver positions to accommodate route growth. The general administration function rose $2.1 million or 53.88% as a result of settlement of lawsuits which fluctuate from year to year. All other functions performed in line with 2018.
The general fund's ending unassigned fund balance is approximately $19.3 million representing the equivalent of 1.9% of annual expenditures. The unassigned fund balance was 2.7% of annual expenditures at June 30, 2018. The increase in the percentage is due to strong growth in our tax revenues allowing us to add to fund balance in 2019.
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 2019, the District expended $144.5 million on construction and technology and approximately $15.3 million in debt service. At year end, fund balance is $135.1 million which will be used for future projects and debt service.
11
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
General Fund Budgetary Highlights The revenue budget was amended downward by approximately $5.8 million or 0.5% due to property tax collections coming in short due to projections for recovery of 2017 taxes due to the resolution of the digest freeze were not as robust as anticipated. The state revenue budget was amended upward by a total of $4.0 million or 1.1% to account for an increase in state aid due to shifting enrollment patterns above. The expenditure side of the original budget for the general fund was revised upward approximately $46.62 million or 4.4% increase resulting from the rollover of outstanding 2018 purchase orders in the amount of $19.1 million, the de-commitment of $8.0 million in fund balance, and subsequent increase in budget for a textbook adoption, a mid-year step and raise for teachers, an increase of $2.0 million related to risk management reserve and security grants awarded during the year. The total expenditures for direct instruction ended the year less than 5.0% under primarily due to teacher staffing at the lower end of the experience scale versus the mid-point budgeted combined with reduced healthcare expenditures in connection with the State Health Holiday. Improvement of Instructional Services function returned a positive budget variance of 9.2% due to teacher staffing at the lower end of the experience scale versus the mid-point budgeted combined with reduced healthcare expenditures in connection with the State Health Holiday. In addition professional services were not engaged as anticipated during the budget process. Pupil Services returned a positive budget variance of 8.3% due to a reduction in the cost of testing materials. The Transportation function was under budget by one percent. The Maintenance and Operation function returned a positive budget variance in the amount of approximately $19.6 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 and utility expense came in under forecast. Finally, the Central Support Function was approximately $5 million over budget due to technology expenditures reclassified during 2019 which were originally intended to be funded from Capital funds. Overall, the School System spent 94.67% of the final expenditure budget as compared to 96.48% in fiscal year 2018.
(This page continued the subsequent page)
12
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
Capital Assets and Debt Administration
Capital Assets The School System's investment in capital assets for governmental activities as of June 30, 2019, was $2,017,967,261. The total increase was $77,071,210 in the net investment or 4%. 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
2019
2018
$269,021,154 115,556,490
$265,381,037 19,493,602
2019
70% 30%
2018
93% 7%
Total nondepreciable
384,577,644 284,874,639
100%
100%
Depreciable assets: Buildings and improvements Machinery and equipment
2,383,621,243 130,345,636
2,370,964,971 113,117,718
95%
95%
5%
5%
Total depreciable assets
2,513,966,879 2,484,082,689
100%
100%
Less accumulated depreciation 880,577,262 828,061,277
Book value depreciable assets 1,633,389,617 1,656,021,412
Percentage depreciated
35%
33%
Book Value all assets
$2,017,967,261 $1,940,896,051
At June 30, 2019, the depreciable capital assets for governmental activities were 35% depreciated. This percentage compares as 2.0% higher than the June 30, 2018 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
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
The major projects added to the construction in progress account in thousands are as follows:
Construction in Progress
(in thousands)
SCHOOL NEEDS/RENOVATIONS $ 12,427.63
LAKE WINDWARD ES
1,064.98
CENTENNIAL HS
1,212.03
CRABAPPLE MS
1,759.65
FAIRBURN STEM HS
1,773.97
RIVER EVES ES
2,017.87
NEW PROSPECT ES
2,296.49
SWEET APPLE ES
2,543.07
NORTHWOOD ES
2,902.14
ROSWELL HS
3,982.65
CAMPBELL ES
4,121.09
WEBB BRIDGE MS
4,569.04
NORTHWESTERN MS
4,727.58
ALPHARETTA STEM HS
19,479.85
RIVERWOOD HS
26,538.39
Long-term Debt At June 30, 2019, there is one general obligation bond issue outstanding, totaling $22,385,000. The School System retired $10,330,000 or 31.6% of the outstanding bonds in fiscal year 2019.
Pension, OPEB, and Workers' Comp liabilities declined modestly and compensated absences increased.
(This page continued the subsequent page)
14
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
The following table presents the outstanding long-term debt balances at June 30, 2019 and 2018:
Outstanding Borrowings
Governmental Activities
% Change
1998 general obligation bonds Intergovernmental agreement Workers' Compensation Other Claims and Judgements Total OPEB Liability Net Pension Liability Compensated Absences
2019 $22,385,000
19,005,331 3,582,081
743,614 684,838,555 974,875,304 38,227,097
2018 $32,715,000
21,380,998 3,621,707
640,232 759,529,022 980,974,748 36,547,656
-31.58% -11.11% -1.09% 16.15% -9.83% -0.62%
4.60%
Total
$1,743,656,982 $1,835,409,363
-5.00%
See note 3-H for more information.
(This page continued the subsequent page)
15
Fulton County Board of Education, Georgia Management's Discussion and Analysis (Unaudited)
as of and for the Fiscal Year ended June 30, 2019
Economic Conditions Affecting the School System 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.
Fiscal Year 2020 Budget The fiscal year 2020 budget was presented to the public on April 18, 2019 and adopted by the Board of Education at the May 16, 2019. This budget was developed using an open, transparent, and all-inclusive process, which solicited input at different stages of the budget development process from budget stakeholders. The 2020 budget increased expenditure levels from the final 2019 budget by $21.1 million or 1.9% to a total of $1.07 billion. The most significant items include:
TRS Benefit increases from 20.9% to 21.1%; Department Reductions of $9.3 million; School Allotment Change Reduction $7 million; and One time Request to support strategic plan $2.4 million.
On the revenue side, the millage rate remained at 17.796 mill to provide tax relief to homeowners. QBE revenues are expected to decrease by 6.7% because of the District's increase in Local Fair Share and shifting enrollment trends. Overall, the revenue budget increased $15.6 million or 1.5% from the Fiscal Year 2019 budget.
Contacting the School System's Financial Management This financial report is designed to provide a general overview of the School System's finances, comply with finance related laws and regulations, and demonstrate the School System's commitment to public accountability. If you have questions about this report or would like to request additional information, contact the School System's Chief Financial Officer at the Administrative Center, 6201 Powers Ferry Road, NW, Atlanta, GA 30339.
16
BASIC FINANCIAL STATEMENTS
Fulton County Board of Education, Georgia Statement of Net Position June 30, 2019
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 Unearned revenue Accrued interest payable Construction contracts 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
$
472,915,581
472,688 19,048,740 15,638,404 68,955,760
441,274 4,305,639
421,915
582,200,001
2,289,977 384,577,644 1,633,389,617 2,020,257,238 253,185,893 2,855,643,132
49,414,598 83,469,203
1,029,752 1,458,356 1,107,662 7,274,271 2,256,654 1,791,041
669,253 34,404,387
2,375,667 10,890,000
196,140,844
1,791,040 74,361
3,822,710 16,629,664 11,495,000 974,875,304 684,838,555
1,693,526,634
174,723,571
2,064,391,049
1,968,194,997
186,749,542 4,820,887
17,826,052 3,261
4,416,218 (1,390,758,874)
$
791,252,083
17
Fulton County Board of Education, Georgia Statement of Activities
For the Fiscal Year Ended June 30, 2019
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 Interest and fiscal charges
Expenses
Charges for Services and Sales
Program Revenues Operating Grants,
Contributions and Rest. Interest
Capital Grants Contributions and Rest. Interest
Net (Expense) Revenue and Changes
in Net Position
Governmental Activities
$ 704,489,524 $
72,597,194 56,178,829 17,153,965 1,244,984 8,073,008 59,163,941 19,513,799 111,112,999 64,448,887 42,952,365
70,900 -
44,091,319 3,201,202
9,756,729 $
1,615,056 620,328 11,860,920 -
325,087,408 $
10,228,199 19,567,411 12,608,928
11,359,593 25,016,928
164,926 29,527,459
7,802,833 303,847 61,177 21,513
29,687,369 -
-$
66,925 652,188 -
(369,645,387)
(62,368,995) (36,611,418)
(4,545,037) (1,244,984) 3,286,585 (34,147,013) (19,348,873) (79,903,559) (55,993,866) (42,648,518)
(9,723) 641,841 (2,543,030) (3,201,202)
Total Governmental Activities
$ 1,204,292,916 $
23,853,033 $ 471,437,591 $
719,113
(708,283,179)
General Revenues Property taxes levied for:
General purposes Debt service Sales taxes Unrestricted - investment earnings Miscellaneous
Total General Revenues
650,726,185 1,553
188,493,825 7,421,200 4,715,968
851,358,731
Change in Net Position
143,075,552
Net Position Beginning of Fiscal Year
648,176,531
Net Position End of Fiscal Year
$
791,252,083
See accompanying notes to the basic financial statements
18
Fulton County Board of Education, Georgia Balance Sheet
Governmental Funds June 30, 2019
Assets Cash and cash equivalents Receivables (net):
Accounts Property taxes Sales taxes Intergovernmental Interfund Prepaid items Inventory
General
2017 SPLOST Capital Projects
Nonmajor Governmental
Funds
Total Governmental
Funds
$ 225,995,263 $ 164,967,760 $ 81,952,558 $ 472,915,581
-
276,763
68,871
127,054
472,688
19,048,740
-
-
19,048,740
-
15,638,404
-
15,638,404
55,559,562
-
13,396,198
68,955,760
30,305,458
-
335,168
30,640,626
2,847,283
842,768
615,588
4,305,639
-
-
421,915
421,915
Total Assets
$ 334,033,069 $ 181,517,803 $ 96,848,481 $ 612,399,353
Liabilities, Deferred Inflow of Resources, and Fund Balances
Liabilities Accounts payable Accrued salaries and benefits payable Construction contracts payable Retainage payable Unearned revenue Payable to external parties Interfund payable
$ 16,749,553 $ 29,413,795 $ 3,251,250 $
83,254,302
-
214,901
-
991,437
116,225
-
6,308,120
966,151
-
-
1,029,752
2,256,654
-
-
-
9,713,703
20,926,923
49,414,598 83,469,203
1,107,662 7,274,271 1,029,752 2,256,654 30,640,626
Total Liabilities
102,260,509
46,427,055
26,505,202
175,192,766
Deferred Inflow of Resources
10,302,719
-
-
10,302,719
Total Liabilities and Deferred Inflow of Resources
112,563,228
46,427,055
26,505,202
185,495,485
Fund Balances Nonspendable Restricted Committed Assigned Unassigned
2,847,283 -
167,130,904 32,204,687 19,286,967
842,768 134,247,980
-
1,040,764 69,302,515
-
4,730,815 203,550,495 167,130,904
32,204,687 19,286,967
Total Fund Balances
221,469,841
135,090,748
70,343,279
426,903,868
Total Liabilities, Deferred Inflow of Resources, and Fund Balances
$ 334,033,069 $ 181,517,803 $ 96,848,481 $ 612,399,353
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, 2019
Total Governmental Fund Balances
$ 426,903,868
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
$
2,731,251 $
2,731,251
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
2,898,544,523 (880,577,262)
2,017,967,261
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
10,302,719
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
211,645,408 11,615,073 29,925,412
253,185,893
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
(37,254,044) (1,579,958) (135,889,569)
(174,723,571)
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
(30,640,626)
30,640,626
-
(22,385,000) (1,458,356) (19,005,331) (3,582,081)
(743,614) (892,008,003) (82,867,301) (684,838,555) (38,227,097)
(1,745,115,338)
$ 791,252,083
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, 2019
Revenues Property taxes Sales taxes Intergovernmental - state Intergovernmental - federal Investment earnings Charges for services Installment sales Other
General
2017 SPLOST Capital Projects
$ 653,809,908 $
-
-
188,493,825
372,421,316
-
5,143,137
1,577,662
7,139,453
2,897,072
10,830,753
-
382,389
-
1,697,389
304,151
Nonmajor Governmental
Funds
$
1,553
-
9,483,070
80,193,260
1,577,379
13,022,280
-
2,714,428
Total Governmental
Funds
$ 653,811,461 188,493,825 381,904,386 86,914,059 11,613,904 23,853,033 382,389 4,715,968
Total Revenues
1,051,424,345
193,272,710
106,991,970
1,351,689,025
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
647,821,636
66,524,610 41,014,834 15,326,674
6,092,593 59,544,268 19,023,012 84,287,002 55,786,467 42,848,186
11,564 -
-
-
144,513,876
2,375,667 1,685,536
34,433,608
6,525,488 15,520,368
134,381 1,279,237 2,038,678
291,399 128,230
2,609,759
241,025 70,045
40,583,784 16,747,978
10,330,000 1,799,740
682,255,244
73,050,098 56,535,202 15,461,055
1,279,237 8,131,271 59,835,667 19,151,242 84,287,002 58,396,226 43,089,211
81,609 40,583,784 161,261,854
12,705,667 3,485,276
Total Expenditures
1,038,280,846
148,575,079
132,733,720
1,319,589,645
Excess (Deficiency) of Revenues Over (Under) Expenditures
13,143,499
44,697,631
(25,741,750)
32,099,380
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
640,293 212,546
86,962 (791,292)
(11,229,663)
16,971 -
21,367,627 (9,433,634)
657,264 212,546 21,454,589 (21,454,589)
Total Other Financing Sources (Uses)
148,509
(11,229,663)
11,950,964
869,810
Net Change in Fund Balances
13,292,008
33,467,968
(13,790,786)
32,969,190
Fund Balances Beginning of Fiscal Year
208,177,833
101,622,780
84,134,065
393,934,678
Fund Balances End of Fiscal Year
$ 221,469,841 $ 135,090,748 $ 70,343,279 $ 426,903,868
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, 2019
Net Changes In Fund Balances - Total Governmental Funds
$
Amounts Reported for Governmental Activities in the Statement of Activities are Different Because
Governmental funds report capital outlays as expenditures on the governmental fund type operating statement, however, in the government-wide statement of activities, the cost of those assets is allocated over their estimated useful lives as depreciation expense. This is the amount by which capital outlays exceeded depreciation expense in the current period.
Depreciation expense Capital outlay
$ (57,200,766) 137,968,856
The book value of capital assets sold are reported on the government-wide statement of activities but not reported in the governmental funds' operating statement.
32,969,190 80,768,090
Net book value of capital assets sold
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 @ 6/30/2019 Deferred @ 6/30/2018
$ 10,302,719 (13,386,442)
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 @ 6/30/2019
$
Deferred @ 6/30/2018
(829,825)
Transfers between governmental funds are reported in the governmental funds' operating statement but are eliminated on the government-wide statement of activities:
Transfers in Transfers out
$ (21,454,589) 21,454,589
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.
(3,696,880) (3,083,723)
(829,825) -
24,449,350
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.
905,980
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.
782,290
Liability @ 6/30/2019 Liability @ 6/30/2018
$ (1,458,356) 1,742,430
284,074
Repayment of loans receivable is reported as revenue in governmental funds, but the repayment reduces long receivable in the government-wide statement of net position.
(435,464)
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.
12,705,667
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 @ 6/30/2019 Liability @ 6/30/2018
$ (38,227,097) 36,547,656
(1,679,441)
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 @ 6/30/2019
$ (3,582,081)
Liability @ 6/30/2018
3,621,707
39,626
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 @ 6/30/2019 Liability @ 6/30/2018
$ (743,614) 640,232
(103,382)
Change In Net Position of Governmental Activities
$ 143,075,552
See accompanying notes to the basic financial statements
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, 2019
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
Property taxes Investment earnings Charges for services Installment sales Other
Original Budget
$
377,573,724 $
2,925,000
659,793,654 1,990,000 8,190,235 403,000
Total Revenues
1,050,875,613
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
707,652,679
44,641,340 30,147,614 15,534,064 2,821,666 58,351,420 16,295,755 84,065,336 54,350,095 36,263,584
40,035
Total Expenditures
1,050,163,588
Excess (Deficiency) of Revenues Over (Under) Expenditures
712,025
Other Financing Sources (Uses) Proceeds from the sale of capital assets Insurance proceeds Transfers in Transfers out
249,243 -
(29,805) (858,600)
Total Other Financing Sources (Uses)
(639,162)
Net Change in Fund Balances
$
72,863 $
See accompanying notes to the basic financial statements
2019
Final Budget
Actual
Variance With Final
Budget
381,598,916 $ 372,421,316 $
2,925,000
5,143,137
(9,177,600) 2,218,137
645,916,507 2,690,000 8,490,235 3,492,521
653,809,908 7,139,453 10,830,753 382,389 1,697,389
7,893,401 4,449,453 2,340,518
382,389 (1,795,132)
1,045,113,179
1,051,424,345
6,311,166
680,389,130
72,522,516 45,148,795 16,048,845 3,252,669 61,209,073 20,123,713 103,837,412 56,346,549 37,864,389
40,035
1,096,783,126
647,821,636
66,524,610 41,014,834 15,326,674 6,092,593 59,544,268 19,023,012 84,287,002 55,786,467 42,848,186
11,564
1,038,280,846
32,567,494
5,997,906 4,133,961
722,171 (2,839,924) 1,664,805 1,100,701 19,550,410
560,082 (4,983,797)
28,471
58,502,280
(51,669,947)
13,143,499
64,813,446
968,901 -
(29,805) (858,600)
80,496
(51,589,451) $
640,293 212,546
86,962 (791,292)
148,509
13,292,008 $
(328,608) 212,546 116,767 67,308
68,013
64,881,459
23
Fulton County Board of Education, Georgia Statement of Fiduciary Net Position Fiduciary Funds June 30, 2019
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
Total Liabilities
Net Position Restricted for Pensions
See accompanying notes to the basic financial statements
Pension Trust
Agency Club and Athletics
$
693,321 $
6,886,179
186,396,453
-
130,661,198
-
94,934,406
-
14,649,783
-
2,256,654 19,805 -
83,283 246,609
429,611,620
7,216,071
584,441 -
584,441 $
$ 429,027,179
71,968 7,144,103
7,216,071
24
Fulton County Board of Education, Georgia Statement of Changes in Fiduciary Net Position
Pension Trust Fund For the Fiscal Year Ended June 30, 2019
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 Benefits Refunds Administrative expenses
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.
$ 24,236,000 2,707,928
26,943,928
9,789,507 12,247,507
(732,515) 21,304,499 48,248,427
33,180,643 1,240,217 834,245
35,255,105 12,993,322
416,033,857 $ 429,027,179
25
NOTES TO THE BASIC
FINANCIAL STATEMENTS
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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
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
26
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019
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 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.
Agency Funds These funds account for assets held by the School System as an agent for various school clubs or individuals.
28
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 1 - Summary of Significant Accounting Policies (Continued)
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, 2019
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. As of June 30, 2019, the School System reported unearned revenue in the amount of $1,029,752 in the School Nutrition Fund which represented students' prepaid lunches.
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, 2019
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, 2019, are recorded as prepaid items using the consumption method by recording an asset for the prepaid amount and reflecting the expenditure/expense in the fiscal year in which services are consumed. At the fund reporting level, an equal amount of fund balance is reported as nonspendable, as this amount is not available for general appropriation.
1-E-6 Capital Assets
General capital assets are those assets that generally result from expenditures in governmental funds. The School System reports these assets in the governmental activities column of the government-wide statement of net position but does not report these assets in the government fund financial statements.
All capital assets are capitalized at cost (or estimated historical cost) and updated for additions and retirements during the fiscal year. Donated capital assets, donated works of art and similar items, and capital assets received in a service concession arrangement are recorded at acquisition value as of the date received. Improvements to capital assets are capitalized. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend an asset's life are expensed.
All reported capital assets are depreciated except for land and construction in progress. Improvements are depreciated over the remaining useful lives of the related capital assets (Note 3-D).
Depreciation is computed using the straight-line method over the following useful lives:
Asset Class
Governmental Activities
Estimated Lives
Capitalization Threshold
Buildings and improvements
15 - 50 Years
$5,000
Furniture, equipment and vehicles
5 - 15 Years
$5,000
31
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019
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.
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.
33
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 2 Stewardship, Compliance and Accountability (Continued)
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 2019 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 2019 annual budget:
General fund: General administration Central support services
$
2,839,924
4,983,797
All budgeted special revenue funds: Educational media services School administration Central support services Transfers out
$
12,718
205,014
7,272
43,163
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, 2019, 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, 2019, all of the School System's bank balances were insured and/or collateralized as defined by GASB and required by state statutes.
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.
34
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 Detailed Notes on All Funds (Continued)
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, 2019 are as follows:
Credit Risk AAAf rated
Value $ 468,433,918
Interest Risk 39 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
$ 472,915,581 $
- $ 472,915,581
7,579,500
426,641,840
434,221,340
Total
$ 480,495,081 $ 426,641,840 $ 907,136,921
Deposits (Pension Trust Fund)
Custodial Credit Risk Deposits As of June 30, 2019, all of the Pension Trust Fund's deposits were covered either by FDIC coverage or collateralized by the financial institution or a combination of the two.
Investments (Pension Trust Fund)
Pension Trust Fund investments are managed by a separate investment policy adopted by the Pension Trust Fund Board in compliance with State law, particularly O.C.G.A. 47-20-10 and O.C.G.A. 47-20-80. The Pension Trust Fund assets are invested in United States Government securities, domestic common stocks, international stocks, and domestic bonds based on asset allocation ranges and performance benchmarks.
35
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 Detailed Notes on All Funds (Continued)
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, 2019, 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
$ 94,934,406 186,396,453 130,661,198 14,649,783
$ 426,641,840
Maturity Range (Time to Maturity)
Low
2.90 n/a n/a n/a
High
7.86 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, 2019 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, 2019, $130,661,198 or 30.6% 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, 2019, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was 5.17%. 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, 2019 is 7%.
36
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019:
Inve stme nt
Le ve l 1
Inve stme nts by Fair Value Le ve l Mutual funds invested in:
Domestic equities International equities Fixed income securities
$ 186,396,453 130,661,198 94,934,406
Total investments by fair value level
$ 411,992,057
Inve stme nts Me asure d at Ne t Asse t Value (NAV) Private investment fund (limited partnership)
Total investments measured at NAV
Total investments measured at fair value
Le ve l 2
$
-
-
-
$
-
Le ve l 3
$
-
-
-
$
-
Fair Value
$ 186,396,453 130,661,198 94,934,406 411,992,057
14,649,783 14,649,783
$ 426,641,840
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, 2019, 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, 2019, 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, 2019 is $1,133,000.
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, 2019 is $180,000.
37
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019 is $1,418,251.
Annual installment loan receivable balances due to the System to maturity as of June 30, 2019 for these three (3) promissory notes are as follows:
Fis cal Year Ending
Principal
Interes t
Total
2020 2021 2022 2023 2024 2025-2028
441,274 387,351 333,706 340,354 347,307 881,259
61,115 55,039 48,683 42,035 35,082 64,183
502,389 442,390 382,389 382,389 382,389 945,442
Total
$ 2,731,251 $
306,137 $ 3,037,388
3-C. Property Taxes Property taxes for June 30, 2019 fiscal year were levied and billed in November 2018, based on the property values assessed as of January 1, 2018, and are payable on or before January 15, 2019. 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, 2019.
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, 2019
Note 3 Detailed Notes on All Funds (Continued)
3-D. Capital Assets
Capital asset activity for the fiscal year ended June 30, 2019, 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 6/30/2018
Additions
Deductions
Transfers
Balance 6/30/2019
$ 265,381,037 $ 4,192,575 $ 552,458 $
- $ 269,021,154
19,493,602
114,938,112
-
(18,875,224)
115,556,490
284,874,639
119,130,687
552,458
(18,875,224)
384,577,644
2,370,964,971 37,447,229 75,670,489
2,484,082,689
2,768,957,328
5,698,541 13,139,628
18,838,169
137,968,856
6,218,952 576,641
1,033,610
7,829,203
8,381,661
18,875,224 -
18,875,224
-
2,383,621,243 42,569,129 87,776,507
2,513,966,879
2,898,544,523
767,647,461 22,477,153 37,936,663
50,841,091 2,201,803 4,157,872
3,194,925 546,564 943,292
828,061,277
57,200,766
4,684,781
$ 1,940,896,051 $ 80,768,090 $ 3,696,880 $
-
815,293,627
-
24,132,392
-
41,151,243
-
880,577,262
- $ 2,017,967,261
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 support services Other support services Food service
Total governmental activities depreciation expense
$ 40,718,031 211,430 868,394
2,072,510 27,524
1,242,665 525,393
1,107,281 6,184,533
514,689 13,766
3,714,550
$ 57,200,766
39
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 Detailed Notes on All Funds (Continued)
3-E. Interfund Balances and Transfers
Interfund Balances - Interfund receivables and payables relate to cash overdrafts in the cash and investment pool.
Payable from:
Payable from:
Payable to:
Nonmajor governmental
funds
2017 SPLOST Capital Projects
fund
Payable to:
General fund
Nonmajor governmental funds $
335,168 $
-
General fund
20,591,755
9,713,703
$ 20,926,923 $ 9,713,703
Pension trust fund
$ 2,256,654 $ 2,256,654
Interfund Transfers The transfers between the general fund and nonmajor governmental funds are for miscellaneous items.
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 from:
Nonmajor
General
governmental
2017
Transfers to:
fund
fund
SPLOST fund
Total
General fund Nonmajor governmental funds
$
-$
86,962 $
-$
86,962
791,292
9,346,672
11,229,663
21,367,627
Total
$ 791,292 $ 9,433,634 $ 11,229,663 $ 21,454,589
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 property taxes ($10,302,719). This amount is deferred and recognized as an inflow of resources in the period that the amount becomes 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, 2019
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, 2019.
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, 2019 is $22,385,000.
Annual debt service requirements to maturity as of June 30, 2019 are as follows:
Fiscal Year Ending
Principal
Interest
Total
2020 2021
Total
$ 10,890,000 $ 1,231,175 $ 12,121,175
11,495,000
632,225
12,127,225
$ 22,385,000 $ 1,863,400 $ 24,248,400
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.
The School System is subject to the laws of the State of Georgia, which limits the amount of net bonded debt the School System may have outstanding to 10% of the assessed valuation of taxable property within Fulton county. At fiscal year-end, general obligation bonds and contractual obligation debt outstanding ($41,390,331), net of amounts available in the Debt Service Fund ($4,205,299), totaled $37,185,032. The statutory limit as of June 30, 2019 was $3,337,314,271, providing a debt margin of $3,330,129,239.
41
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 Detailed Notes on All Funds (Continued)
Annual debt service requirements to maturity as of June 30, 2019 are as follows:
Fis cal Year Ending
Principal
Interes t
Total
2020
$
2021
2022
2023
2024
2025- 2027
2,375,667 $ 2,375,667 2,375,667 2,375,667 2,375,667 7,126,996
1,685,536 $ 1,685,536 1,685,536 1,685,535 1,685,535 5,056,606
4,061,203 4,061,203 4,061,203 4,061,202 4,061,202 12,183,602
Total
$ 19,005,331 $ 13,484,284 $ 32,489,615
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, 2019:
Governmental Activities 1998 general obligation bonds 2011 intergovernmental agreement Workers' compensation insurance claims Other claims and judgments Net OPEB liabilities Net pension liabilities Compensated absences
Outstanding 6/30/2018
$
32,715,000
21,380,998
3,621,707 640,232
759,529,022 980,974,748 36,547,656
Additions
$
-
-
5,273,889 532,870
28,797,282 169,049,775 34,890,941
Reductions
$ 10,330,000 2,375,667
5,313,515 429,488
103,487,749 175,149,219 33,211,500
Outstanding 6/30/2019
$ 22,385,000 19,005,331
3,582,081 743,614
684,838,555 974,875,304 38,227,097
Amounts Due in One Year
$ 10,890,000 2,375,667
1,791,041 669,253 -
34,404,387
Total Governmental Activities
$ 1,835,409,363 $ 238,544,757 $ 330,297,138 $ 1,743,656,982 $ 50,130,348
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.
42
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 Detailed Notes on All Funds (Continued)
3-I. Pensions
The School System's employees either belong to the Teachers' Retirement System of Georgia (TRS), which is a cost-sharing multiple employer public employees' retirement system or the Fulton County School Employees Pension Plan (Local Plan), a single employer defined benefit pension plan. The net pension liability, total pension liability and related deferred outflows of resources and deferred inflows of resources for the TRS pension plan and the Local Plan are summarized as follows:
Net Pension Liability
$
Total Pension Liability
Deferred outflows of resources related to pensions
Deferred inflows of resources related to pensions
Pension expense
TRS 892,008,003
211,645,408
37,254,044 96,540,898
Local Plan $ 82,867,301
511,894,480 11,615,073 1,579,958 23,453,710
Total $ 974,875,304
511,894,480 223,260,481
38,834,002 119,994,608
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 2019. The School District's contractually required contribution rate for the fiscal year ended June 30, 2019 was 20.90% of annual School District payroll. District contributions to TRS were $120,990,248 for the fiscal year ended June 30, 2019.
43
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019, 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
$ 892,008,003
State of Georgia's proportionate share of the net pension liability associated with the Schoool System
594,731
Total
$ 892,602,734
The net pension liability was measured as of June 30, 2018. The total pension liability used to calculate the net pension liability was based on an actuarial valuation as of June 30, 2017. An expected total pension liability as of June 30, 2018 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, 2018. At June 30, 2018, the District's proportion was 4.805523%, which was an increase of 0.004599% from its proportion measured as of June 30, 2017.
For the fiscal year ended June 30, 2019, the District recognized total pension expense of $119,994,608 ($96,540,898 for the TRS Plan and $23,453,710 for the Local Pension Plan) and revenue of $24,620 (pertaining to the TRS Plan) for support provided by the State of Georgia for certain support personnel . At June 30, 2019, the District reported deferred outflows of resources and deferred inflows of resources related to pensions (TRS) from the following sources:
Deferred Outflows of Res ources
Deferred Inflows of Res ources
Changes in proportion and differences between School System
contributions and proportionate share of contributions
$
18,142,893 $
11,026,364
Differences between expected and actual experience
59,052,189
1,838,449
Changes of assumptions
13,460,078
-
Contributions made by the School System subsequent to the
measurement date
120,990,248
-
Net difference betweeen projected and actual earnings on pension plan investments
-
24,389,231
Total
$ 211,645,408 $ 37,254,044
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, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Fis cal Year Ending June 30,
Amount
2020 2021 2022 2023 2024
Total
$ 49,816,274 23,173,216 (20,616,802) 169,549 858,879
$ 53,401,116
Actuarial assumptions: The total pension liability as of June 30, 2018 (measurement date) was determined by an actuarial valuation as of June 30, 2017 using the following actuarial assumptions, applied to all periods included in the measurement:
Inflation 2.75% Salary increases 3.25 9.00% 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, 2017 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:
45
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
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
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.
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
$
1,489,016,771 $ 892,008,003 $ 400,042,394
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:
46
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Plan Description (Continued)
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.
Fund Membership - At July 1, 2018, the date of the most recent actuarial valuation, there were 5,384 participants respectively, consisting of the following:
July 1, 2018
Active plan participants Inactive plan members entitled to but not yet receiving benefits Inactive plan members or beneficiaries currently receiving benefits
1,785 581
3,018
Total participants
5,384
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. An employee is eligible to retire with an unreduced benefit at the earliest of: age 65 with 10 years of service, age 60 with 25 years of service, or 30 years of services. 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 42.19% 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, 2019 was $24,236,000.
Net Pension Liability - The School System's net pension liability was measured as of June 30, 2019, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date.
47
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
The components of the net pension liability of the School System at June 30, 2019 were as follows:
Total pension liability
$
511,894,480
Plan fiduciary net position
429,027,179
Net pension liability
$
82,867,301
Plan fiduciary net position as a percentage Of the total pension liability
83.81%
Actuarial Assumptions The total pension liability was determined by an actuarial valuation as of June 30, 2018 with update procedures performed by the actuary to roll forward to the total pension liability measured as of June 30, 2019. The following actuarial assumptions apply to all periods included in the measurement:
Inflation Salary increases Mortality
Investment rate of return
2.75% 2.75% - 5.75% RP-2000 Mortality Table set forward 3 years for males and 1 year for females, projected generationally using scale AA with separate tables for employees/healthy annuitants 7% net of investment expenses per annum, compounded annually
The actuarial assumptions used in the June 30, 2018 valuation were based on the results of a formal experience study for the period of July, 2011 July, 2016.
The long-term expected rate of return on pension plan investments is reviewed regularly as part of experience studies prepared for the Fund. The results of the most recent experience study, presented in a report dated May 16, 2018, indicated an assumed rate of return of 7.00%. The average long-term capital market assumptions published in the Survey of Capital Market Assumptions: 2019 Edition by Horizon Actuarial Services, LLC, yield a median real return of 4.48%. Combining the median real return with the 2.75% assumed inflation assumption results in a nominal return of 7.23%. As a result, the longterm assumed rate return is the same as that as adopted by the Board of 7.00%.
The target asset allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table. The source of the information is the Survey of Capital Market Assumptions: 2019 Edition published by Horizon Actuarial Services, LLC:
48
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Asset Class
Target Allocation
Long-term Expected Real Rate of Return
US Core Fixed Income US Inflation-Indexed Bonds US High Yield Bonds Emerging Markets Bonds US Large Caps US Small Caps Non-US Equity Emerging Markets Equity Master Limited Partnerships
24.70% 4.40% 4.90% 4.00% 33.80% 6.90% 17.10% 3.40% 0.80%
2.17% 1.40% 4.09% 4.47% 6.05% 7.23% 7.01% 9.38% 4.32%
Discount Rate The discount rate used to measure the total pension liability was 7.00 percent. The long-term expected return on plan investments may be used to discount liabilities to the extent that the Plan's Fiduciary Net Position is projected to cover benefit payments and administrative expenses. A 20-year high quality (AA/Aa or higher) municipal bond rate must be used for periods where the FNP is not projected to cover benefit payments and administrative expenses. Determining the discount rate under GASB 67 will often require that the actuary perform complex projections of future benefit payments and asset values. GASB 67 does allow for alternative evaluations of projected solvency, if such evaluation can reliably be made. GASB does not contemplate a specific method for making an alternative evaluation of sufficiency; it is left to professional judgment.
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%
Net Pension Liability
$
136,865,483 $
82,867,301 $ 35,505,391
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, 2019 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, 2019, were as follows:
49
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Balances at June 30, 2018
Changes for the Fiscal Year: Service cost Interest on total pension liability Differences between expected and actual experience Changes in Assumptions Benefit payments Employer contributions Member contributions Net investment income Administration expenses
Total Changes for the Fiscal Year
Balances at June 30, 2019
(a) Total Pens ion Liability
(b) Increas e (Decrease) in Plan Fiduciary Net Position
(a) - (b) Net
Pens ion Liability
$ 504,742,093 $ 416,033,857 $ 88,708,236
4,367,831 34,127,216
(2,896,589)
5,974,789 (34,420,860)
-
-
(34,420,860) 24,236,000 2,707,928 21,304,499 (834,245)
4,367,831 34,127,216
(2,896,589)
5,974,789 -
(24,236,000) (2,707,928)
(21,304,499) 834,245
7,152,387
12,993,322
(5,840,935)
$ 511,894,480 $ 429,027,179 $ 82,867,301
For the fiscal year ended June 30, 2019, the School System recognized pension expense of $23,453,710. Also at June 30, 2019, 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
$ 4,984,571 $
1,579,958
Assumption changes
3,258,976
-
Net difference betweeen projected and
actual earnings on pension plan investments
3,371,526
-
Total
$ 11,615,073 $ 1,579,958
50
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Amounts currently reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows:
Fiscal Year Ending June 30,
Amount
2020 2021 2022 2023 2024
Total
$ 10,501,275 (2,861,286) 889,731 1,505,395 -
$ 10,035,115
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 $28,998,829 for the fiscal year ended June 30, 2019. 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.
51
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
OPEB Liabilities, OPEB Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB - At June 30, 2019, the School System reported a liability of $684,838,555 for its proportionate share of the net OPEB liability. The net OPEB liability was measured as of June 30, 2018. The total OPEB liability used to calculate the net OPEB liability was based on an actuarial valuation as of June 30, 2017. An expected total OPEB liability as of June 30, 2018 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, 2018. At June 30 2018, the School System's proportion was 5.388317%, which was a decrease of 0.017599% from its proportion measured as of June 30, 2017.
For the fiscal year ended June 30, 2019, the School System recognized OPEB expense of $28,092,848. At June 30, 2019, 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
Differences between expected and actual experience
$
-$
15,577,381
Net difference between projected and actual earnings on
OPEB plan investments
926,583
-
Changes in proportion and differences between School System
contributions and proportionate share of contributions
-
4,297,242
Changes in plan assumptions
-
116,014,946
School System contributions subsequent to the measurement date
28,998,829
-
Total
$
29,925,412 $ 135,889,569
School System contributions subsequent to the measurement date of $28,998,829 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, 2020. 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: 2020 2021 2022 2023 2024 2025 Total
$ (26,224,993) (26,224,993) (26,224,993) (26,280,350) (21,711,140) (8,296,517)
$ (134,962,986)
52
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Actuarial assumptions - The total OPEB liability as of June 30, 2018 (measurement date) was determined by an actuarial valuation as of June 30, 2017 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, 2018:
Inflation
2.75%
Salary increases
TRS - 3.25 9.00%, including inflation
PSERS N/A
Long-term expected rate of return 7.30%, compounded annually, net of investment expense, and including inflation
Healthcare cost trend rate:
Pre-Medicare Eligible Medicare Eligible
7.50% 5.50%
Ultimate trend rate
Pre-Medicare Eligible Medicare Eligible
4.75% 4.75%
Year of ultimate trend rate
Pre-Medicare Eligible Medicare Eligible
2028 2022
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, 2017 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.
53
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
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
Target Allocation
Long-Term Expected Real Rate of Return*
Fixed Income
30.00%
- 0.50%
Domestic Stocks Large Cap
37.20%
9.00%
Domestic Stocks Mid Cap
3.40%
12.00%
Domestic Stocks Small Cap
1.40%
13.50%
Int'l Stocks Developed Mkt
17.80%
8.00%
Int'l Stocks Emerging Mkt
5.20%
12.00%
Alternatives
5.00%
10.50%
*Net of Inflation
Total
100.00%
Discount rate - The discount rate has changed since the prior measurement date from 3.58% to 3.87%. In order to measure the total OPEB liability for the School OPEB Fund, a single equivalent interest rate of 3.87% 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 (3.87% 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 2118. 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 2018. 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 2018. Therefore, the calculated discount rate of 3.87% was applied to all periods of projected benefit payments to determine the total OPEB liability.
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 3.87%, 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 (2.87%) or 1-percentage-point higher (4.87%) than the current rate:
School System's proportionate share of the
net OPEB liability
$
1% Decrease (2.87% )
Current discount rate
(3.87% )
799,676,703 $
684,838,555 $
1% Increas e (4.87% )
592,233,605
54
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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 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 7.50% to 4.75%, 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 (6.50% to 3.75%) or 1-percentage-point higher (8.50% to 5.75%) than the current rates:
School System's proportionate share of the net OPEB liability
1% Decrease (6.50% to 3.75%)
$
575,749,286
Current discount rate (7.50% to 4.75%)
$
684,838,555
1% Increase (8.50% to 5.75%)
$
824,250,619
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
$ 2,847,283
2017 SPLOST Capital Projects Fund: Prepaid items
$ 842,768
Nonmajor Governmental Funds: Prepaid items Inventories
$ 615,588 421,915
$ 1,037,503
Nonmajor Permanent Fund Balance
$
3,261
55
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 3 - Detailed Notes on All Funds (Continued)
Restricted The following fund balances are legally restricted to specified purposes:
2017 SPLOST Capital Projects Fund: Capital projects
Nonmajor Governmental Funds: School nutrition program Capital projects Principal and interes t on long-term bonds Principals' funds Program purposes
Total Nonmajor Governmental Funds:
$ 134,247,980
$ 17,404,137 43,276,861 4,205,299 3,947,857 468,361
$ 69,302,515
Committed The following fund balances are committed to specific purposes: General Fund:
Working capital reserve Catastrophic event reserve Revenue stabilization reserve
$ 52,508,429 * 52,508,429 ** 52,508,429 ***
Textbooks
2,000,000
Risk management
500,000
Charter school
4,400,000
Proficiency scales Musical instruments Student information system
300,000 805,617 1,600,000
Total General Fund
$ 167,130,904
* 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
$ 12,708,419
Encumbrance rollover*
19,470,668
Cabinet reimbursement
25,600
$ 32,204,687
*Encuumbrances from the divisions of operations, learning and teaching, academics, schools, information
and technology, student support services, administrative services, health and safety, talent, special
education, professional learning, and strategy and innovation.
56
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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, 2019 are as follows:
Net investment in capital assets:
Governmental Activities
Cost of capital assets Less accumulated depreciation Book value Less capital related debt Less construction contracts payable Less retainage payable
$ 2,898,544,523 880,577,262
2,017,967,261 41,390,331 1,107,662 7,274,271
Net investment in capital assets
$ 1,968,194,997
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 2019 was $983,374 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, 2019:
Fiscal Year Ending June 30,
Amount
2020 2021 2022 2023 2024 2025-2028
$
93,970
63,230
65,259
63,230
63,230
190,554
Total
$ 539,473
3-M. On-behalf Payments for Fringe Benefits
The School System has recognized revenue and expenditures of $80,205 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.
57
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
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
2018 2019
$ 6,541,867 $ 3,621,707
3,691,859 $ 6,612,019 $ 3,621,707 5,273,889 5,313,515 3,582,081
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, 2019. The total range of reasonably possible amounts for these cases is from $10,000 to $253,000. In the opinion of School System management and legal counsel, any potential liability related to these suits pending or unasserted claims are immaterial.
58
Fulton County Board of Education, Georgia Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2019
Note 4 Other Notes (Continued)
4-C. Commitments
Construction Commitments - As of June 30, 2019, the School System has made the following significant construction commitments:
Contractor
Total Contract
Remaining Commitments
R.K. Redding Triad Construction Winter Construction Swofford Barton Mallow Ben Hill Roofing & Siding Centennial Contractors Field Turf Gilbane M.C. Dean, Inc. NetPlanner Ra-Lin Rycars
$
7,056,148 $
156,336
15,154,179
3,693,224
2,468,283
1,183,044
5,313,412
2,109,719
56,621,935
38,135,251
746,892
89,940
3,291,035
1,705,882
3,844,697
3,028,827
28,536,741
4,210,962
786,500
211,600
3,354,395
1,611,904
23,632,169
17,563,060
833,500
476,400
Total
$ 151,639,886 $ 74,176,149
Encumbrance Commitments - As of June 30, 2019, 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
$ 19,470,668 132,842,651
Total Major Governmental Funds:
$ 152,313,319
Total Nonmajor Governmental Funds
$ 23,631,138
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, 2019, School System tax revenues were reduced by $6,184,622 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.
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
2019 4.805523%
892,008,003 $
594,731 892,602,734 $ 572,369,595 $
155.84% 80.27%
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
2019
2018
2017
$
120,990,248 $
96,215,329 $
78,664,440 $
120,990,248
96,215,329
78,664,440
$
- $
- $
- $
578,623,855
572,369,595
551,257,463
20.91%
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 Change of assumptions or other inputs 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.
2019
2018
2017
2016
2015
2014
$
4,367,831 $
4,381,345 $
4,370,809 $
4,623,790 $
5,625,193 $
5,091,739
34,127,216
32,882,506
33,036,913
32,687,981
32,346,582
31,987,391
(2,896,589)
19,226,199
(6,560,082)
(765,488)
(3,609,613)
1,959,567
5,974,789
-
-
-
-
-
(34,420,860)
(33,681,823)
(32,457,819)
(31,694,134)
(30,973,571)
(30,693,628)
7,152,387
22,808,227
(1,610,179)
4,852,149
3,388,591
8,345,069
504,742,093
481,933,866
483,544,045
478,691,896
475,303,305
466,958,236
$ 511,894,480 $ 504,742,093 $ 481,933,866 $ 483,544,045 $ 478,691,896 $ 475,303,305
$ 24,236,000 $ 23,193,000 $ 24,333,000 $ 26,319,000 $ 29,385,000 $ 29,179,000
2,707,928
2,572,698
2,714,675
2,684,487
2,998,844
2,700,403
21,304,499
30,806,476
44,818,599
(9,257,318)
3,277,028
61,848,328
(34,420,860)
(33,681,823)
(32,457,819)
(31,694,134)
(30,973,571)
(30,788,335)
(834,245)
(872,896)
(787,441)
(962,392)
(960,758)
(924,980)
12,993,322
22,017,455
38,621,014
(12,910,357)
3,726,543
62,014,416
416,033,857
394,016,402
355,395,388
368,305,745
364,579,202
302,564,786
$ 429,027,179 $ 416,033,857 $ 394,016,402 $ 355,395,388 $ 368,305,745 $ 364,579,202
$ 82,867,301 $ 88,708,236 $ 87,917,464 $ 128,148,657 $ 110,386,151 $ 110,724,103
83.81%
82.43%
81.76%
73.50%
76.94%
76.70%
$ 57,447,417 $ 58,693,797 $ 63,420,099 $ 65,643,933 $ 67,286,403 $ 73,331,881
144.25%
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
5.17%
7.79%
12.75%
Notes to this Schedule: This schedule will present 10 years of information once it is accumulated.
-2.86%
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
2010 * 2011 2012 2013 2014 2015 2016 2017 2018 2019
$ 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
24,236,000
24,236,000
-$ -
110,563,251 95,551,169 79,060,187 73,331,881 67,286,403 65,643,933 63,420,099 58,693,797 57,447,417
26.46% 30.91% 37.64% 39.79% 43.67% 40.09% 38.37% 39.52% 42.19%
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 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 Closed 3 to 30 years 5 Year Smoothed Market 2.75% Service-graded rates 7% 3% Rates vary by group and age
RP-2000 Mortality Table set forward 3 years for males and 1 year for females, projected generationally using scale AA with separate tables for employees/healthy annuitants.
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
2019
2018
5.388317%
5.405916%
$
684,838,555 $
759,529,022
$
625,746,781 $
606,333,293
109% 2.93%
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 Contributions in relation to the contractually required contribution Contribution deficiency (excess)
2019 $ 28,998,829
28,998,829
$
-
2018 $ 27,927,127
27,927,127
$
-
School System's covered-employee payroll Contributions as a percentage of covered-employee payroll
$ 633,470,045 4.58%
$ 625,746,781 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:
This fund is established to account for federally funded grants flowing through the Georgia Department of Education for the purpose of providing special education programs for handicapped children.
Education for the Homeless:
This fund is established to account for federally funded grants flowing through the Georgia Department of Education to provide educational services to homeless children.
School Nutrition Program:
This fund is established to account for the United States Department of Agriculture approved school nutrition program. The intent of the school system is that the cost of the School Nutrition fund be financed or recovered primarily through federal resources and users' charges.
Lottery:
This fund is established to account for state funding for the purpose of implementing a Pre-K program.
Other Federal Grants: This fund is established to account for federally funded grants which includes Vocational Education, Professional Development Schools, Safety Street, Beat the Traffic and Career Development.
Other Local Grants:
This fund is established to account for locally funded grants which include DFACS-Childcare, Read to Succeed, Science Literacy and Academic Bowl.
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:
Capital Projects Fund
(General)
This fund is established to begin consolidating residual activity associated with
the 2002 and 2007 SPLOST funds into one fund.
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.
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.
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 Unearned revenue Retainage payable Construction contracts payable Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted
Total Fund Balances
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Governmental Funds June 30, 2019
Nonmajor Special Revenue Funds
$ 22,394,592
127,054 13,396,198
335,168 -
421,915
$ 36,674,927
Capital Projects
Fund
2002 SPLOST Capital Projects Fund
2007 SPLOST Capital Projects Fund
2012 SPLOST Capital Projects Fund
Debt Service Fund
J.C. Day Permanent
Fund
$ 9,767,017 $
73,710 $
12,440 $ 44,880,863 $ 4,820,675 $
3,261
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
615,588
-
-
-
-
-
-
-
$ 9,767,017 $
73,710 $
12,440 $ 44,880,863 $ 5,436,263 $
3,261
Total Nonmajor Governmental
Funds
$ 81,952,558
127,054 13,396,198
335,168 615,588 421,915
$ 96,848,481
$ 1,586,745 $ 214,901
1,029,752 -
11,601,259
14,432,657
-$ 344,990 7,003,572
7,348,562
421,915 21,820,355
22,242,270
$ 36,674,927 $
2,418,455
2,418,455
9,767,017 $
73,710 $ -
73,710
-
-
73,710 $
3,850 $ -
8,590
12,440
1,586,945 $ -
621,161 116,225 1,698,126
4,022,457
-$ 615,376
615,376
-
-
-
40,858,406
-
40,858,406
12,440 $ 44,880,863 $
615,588 4,205,299
4,820,887
5,436,263 $
- $ 3,251,250
-
214,901
-
1,029,752
-
966,151
-
116,225
-
20,926,923
-
26,505,202
3,261 -
3,261
3,261
1,040,764 69,302,515
70,343,279
$ 96,848,481
67
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 Business 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
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, 2019
Nonmajor Special Revenue Funds
$ 8,653,245 80,193,260
173,383 13,022,280 2,486,656
104,528,824
Capital Project Fund
$
-
-
92,568
-
92,568
2002 SPLOST Capital Project Fund
$
-
-
-
-
2007 SPLOST Capital Project Fund
$
-
-
-
-
2012 SPLOST Capital Project Fund
$
829,825
-
1,203,064
227,772
2,260,661
Debt Service Fund
$
-
-
1,553 108,364
-
109,917
J.C. Day Permanent
Fund
$
-
-
-
-
Total Nonmajor Governmental
Funds
$ 9,483,070 80,193,260
1,553 1,577,379 13,022,280 2,714,428
106,991,970
34,433,608
-
-
6,525,488
-
-
15,520,368
-
-
134,381
-
-
1,279,237
-
-
2,038,678
-
-
291,399
-
-
128,230
-
-
2,609,759
-
-
241,025
-
-
70,045
-
-
40,583,784
-
-
-
7,064,584
-
-
-
-
-
-
-
103,856,002
7,064,584
-
672,822
(6,972,016)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
9,683,394
-
-
-
10,330,000
-
-
1,799,740
-
9,683,394
12,129,740
-
(7,422,733)
(12,019,823)
-
34,433,608
-
6,525,488
-
15,520,368
-
134,381
-
1,279,237
-
2,038,678
-
291,399
-
128,230
-
2,609,759
-
241,025
-
70,045
-
40,583,784
-
16,747,978
-
10,330,000
-
1,799,740
-
132,733,720
-
(25,741,750)
747,493 (43,163) 16,971
721,301
9,390,471 -
9,390,471
(3,233,588)
-
(3,233,588)
(1,406,051)
-
(1,406,051)
1,394,123 20,848,147 $ 22,242,270
2,418,455
(3,233,588)
(1,406,051)
-
3,233,588
1,406,051
$ 2,418,455 $
-$
-$
(4,750,832)
-
(4,750,832)
11,229,663 -
11,229,663
(12,173,565) 53,031,971 40,858,406 $
(790,160) 5,611,047 4,820,887 $
-
21,367,627
-
(9,433,634)
-
16,971
-
11,950,964
3,261 3,261
(13,790,786) 84,134,065 $ 70,343,279
68
Assets Cash and cash equivalents Receivables:
Accounts Intergovernmental Interfund Inventories
Total Assets
Liabilities and Fund Balances
Liabilities Accounts payable Accrued salaries and wages payable Unearned revenue Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted
Total Fund Balances
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Special Revenue Funds
June 30, 2019
Title I
Title II
Title III
Part B Special Education
Education for the Homeless
School Nutrition Programs
$
-$
-$
-$
-$
- $ 18,078,707
5,928,638
61,118 -
552,771
-
102,121
-
3,747,714
-
4,945
-
120,489 250,678 231,074 421,915
$ 5,989,756 $ 552,771 $ 102,121 $ 3,747,714 $
4,945 $ 19,102,863
$ 924,970 $ 30,969
142,207
14,269
-
-
4,922,579
507,533
5,989,756
552,771
15,408 -
86,713
$ 164,843 $ 15,142 -
3,567,729
102,121
3,747,714
-$ 4,945
4,945
247,059 -
1,029,752 -
1,276,811
-
-
-
-
-
-
-
-
-
-
-
-
$ 5,989,756 $ 552,771 $ 102,121 $ 3,747,714 $
-
-
4,945 $
421,915 17,404,137
17,826,052
19,102,863
69
Assets Cash and cash equivalents Receivables: Accounts Intergovernmental Interfund receivable Inventories
Total Assets
Liabilities and Fund Balances
Liabilities Accounts payable Accrued salaries and wages payable Unearned revenue Interfund payable
Total Liabilities
Fund Balances Nonspendable Restricted
Total Fund Balances
Total Liabilities and Fund Balances
Fulton County Board of Education, Georgia Combining Balance Sheet
Nonmajor Special Revenue Funds June 30, 2019
Lottery
Other Federal Grants
Other Local Grants
Principals' Accounts
(Continued)
Total Nonmajor Special Revenue
Funds
$
-$
5,018 $
359,891 $ 3,950,976 $ 22,394,592
42,976 -
5,000 2,301,478
-
507,853
-
1,565 -
127,054 13,396,198
335,168 421,915
$ 42,976 $ 2,311,496 $
867,744 $ 3,952,541 $ 36,674,927
$
2,193 $
156,655 $
6,764
32,024
-
-
-
2,122,817
8,957
2,311,496
39,964 $ 4,495 -
388,943
433,402
4,684 $ 1,586,745
-
214,901
-
1,029,752
-
11,601,259
4,684
14,432,657
-
-
34,019
-
34,019
-
$ 42,976 $ 2,311,496 $
434,342
434,342
867,744 $
3,947,857
421,915 21,820,355
3,947,857
22,242,270
3,952,541 $ 36,674,927
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, 2019
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 Central support services 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 End of Fiscal Year
Title I
Title II
Title III
Part B Special Education
Education for the Homeless
School Nutrition Programs
$
-$
-$
24,741,841
2,558,849
-
-
-
-
-
-
903,515
-
$
-$
17,757,574
-
-
-
-$
957,554
67,113
27,883,285
-
173,383
-
10,890,275
-
969,786
24,741,841
2,558,849
903,515
17,757,574
67,113
40,874,283
11,468,168
1,848,477 8,986,757
68,744 963,855 1,070,605
291,399 43,836
-
24,741,841
-
2,322,434
85,663 108,147 42,605
-
2,558,849
289,124
70,474 528,235
9,525 6,157
-
903,515
10,551,362
3,879,644 2,320,865
186,568 770,737
912 47,486 -
17,757,574
-
26,780 2,408 14,195 3,010 -
20,720 -
67,113
-
39,929,225
39,929,225
-
-
-
-
-
945,058
(43,163)
(43,163)
(43,163)
43,163
$
-
$
12,919
-
12,919
12,919
(12,919)
-$
68
-
68
68
(68)
-$
17,585
-
17,585
17,585
(17,585)
-$
-
16,971
-
5,486
-
-
-
22,457
-
967,515
-
16,858,537
- $ 17,826,052
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, 2019
(continued)
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 Business administration Student transportation services Central support 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 End of Fiscal Year
Lottery
Other Federal Grants
Other Local Grants
Principals' Accounts
Total Nonmajor Special Revenue
Funds
$ 7,059,382 $
- $ 636,309 $
- $ 8,653,245
-
6,280,931
152
-
80,193,260
-
-
-
-
173,383
-
-
-
2,132,005
13,022,280
-
-
1,516,870
-
2,486,656
7,059,382
6,280,931
2,153,331
2,132,005
104,528,824
7,342,522
72,214 288,002
83,741 2,581 -
7,789,060
1,880,468
602,404 820,872
65,316 19,431 80,022
22,825 2,140,834
648,759
6,280,931
783,052
25,495 250,795
321 -
105,405 403,457 114,679
19,978 5,800
1,708,982
2,118,912
-
2,118,912
34,433,608
6,525,488 15,520,368
134,381 1,279,237 2,038,678
291,399 128,230 2,609,759 241,025
70,045 40,583,784
103,856,002
(729,678)
-
444,349
13,093
672,822
711,435
-
711,435
(18,243)
52,262
$
34,019 $
-
-
-
-
-$
-
-
16,971
-
-
747,493
-
-
(43,163)
-
-
721,301
444,349
13,093
1,394,123
(10,007)
3,934,764
20,848,147
434,342 $ 3,947,857 $ 22,242,270
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, 2019
Revenues Intergovernmental - state Intergovernmental - federal Local sources:
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 Business administration 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
$ 8,155,451 $ 8,111,893 $ 8,653,245 $
72,630,926
87,480,839
80,193,260
541,352 (7,287,579)
50,000 13,949,998 14,439,998
50,000 13,949,998 15,952,308
173,383 10,890,275
2,486,656
123,383 (3,059,723) (13,465,652)
109,226,373
125,545,038
102,396,819
(23,148,219)
34,692,804
4,336,184 14,485,702
1,591,788
817,267 95,760 50,546 80,420 62,586
41,991,355
98,204,412
38,909,949
7,950,142 18,147,399
121,663 1,679,376 2,335,213
86,385 156,230 3,267,509 233,753
71,363 43,027,275
115,986,257
32,314,696
6,525,488 15,520,368
134,381 1,279,237 2,038,678
291,399 128,230 2,609,759 241,025
70,045 40,583,784
101,737,090
6,595,253
1,424,654 2,627,031
(12,718) 400,139 296,535 (205,014)
28,000 657,750
(7,272) 1,318 2,443,491
14,249,167
11,021,961
9,558,781
659,729
(37,397,386)
902,600
-
711,435
-
$ 11,924,561 $ 10,270,216
$
16,971 747,493 (43,163)
(16,971) (36,058) 43,163
1,381,030 $ (37,407,252)
13,093
1,394,123
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, 2019
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 Student transportation services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources Transfers out
Net Change in Fund Balances
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$ 22,295,217 $ 28,829,402 $ 24,741,841 $
22,295,217
28,829,402
24,741,841
(4,087,561) (4,087,561)
10,720,615
1,557,412 7,888,847
1,305,581
696,474 95,760 30,528
22,295,217
14,194,471
2,173,420 9,935,056
37,315 1,267,541 1,206,192
86,385 54,657
28,955,037
11,468,168
1,848,477 8,986,757
68,744 963,855 1,070,605 291,399 43,836
24,741,841
2,726,303
324,943 948,299 (31,429) 303,686 135,587 (205,014) 10,821
4,213,196
$
- $ (125,635) $
-$
125,635
-
-
(43,163)
43,163
$
- $ (125,635)
(43,163) $
(82,472)
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, 2019
Revenues Intergovernmental - federal
Expenditures Current:
Support services: Improvement of instructional services Federal grant administration General administration Central support services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Uses Transfers in
Net Change in Fund Balances
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$ 2,376,277 $ 3,471,545 $ 2,558,849 $
(912,696)
2,204,739 84,035 87,503 -
2,376,277
3,190,647 168,215 155,385 56,486
3,570,733
$
- $ (99,188)
2,322,434 85,663
108,147 42,605
2,558,849
868,213 82,552 47,238 13,881
1,011,884
- $
99,188
-
-
12,919
(12,919)
$
- $ (99,188)
12,919 $
(112,107)
Fund Balances (Deficits) Beginning of Fiscal Year Fund Balances End of Fiscal Year
(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, 2019
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 in
Net Change in Fund Balances
Fund Balances (Deficits) Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$ 860,660 $ 1,223,653 $ 903,515 $
(320,138)
279,048
66,487 501,734
13,391
860,660
345,655
86,011 777,947
7,225 17,315
1,234,153
289,124
70,474 528,235
6,157 9,525
903,515
$
- $ (10,500)
- $
-
-
68
$
- $ (10,500)
68 $
(68)
$
-
56,531 15,537 249,712
1,068 7,790 330,638
10,500
(68) (10,568)
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, 2019
Revenues Intergovernmental - federal
Expenditures Current:
Instruction Support services:
Pupil services Improvement of instructional services Federal grant administration General administration Student transportation services Other support services
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Uses Transfers in
Net Change in Fund Balances
Fund Balances (Deficits) Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
Final Budget
2019 Actual
Variance With Final
Budget
$ 18,670,649 $ 19,739,896 $ 17,757,574 $ (1,982,322)
12,905,070
2,351,559 3,179,200
175,234 -
59,586
18,670,649
11,354,630
4,359,967 2,612,256
189,762 850,396 459,927
48,782
19,875,720
10,551,362
3,879,644 2,320,865
186,568 770,737
912 47,486
17,757,574
803,268
480,323 291,391
3,194 79,659 459,015
1,296
2,118,146
$
- $ (135,824) $
-$
135,824
-
-
17,585
(17,585)
$
- $ (135,824)
17,585 $
(153,409)
(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, 2019
Revenues Intergovernmental - federal
Expenditures Current:
Support services: Pupil services Improvement of instructional services Federal grant administration General administration Student transportation services
Total Expenditures
Net Change in Fund Balances
Fund Balances Beginning of Fiscal Year
Fund Balances End of Fiscal Year
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$
52,689 $
67,465 $
67,113 $
(352)
20,500
26,783
26,780
3
2,000
2,412
2,408
4
8,596
14,195
14,195
-
1,575
3,284
3,010
274
20,018
20,791
20,720
71
52,689
67,465
67,113
352
$
-$
-
- $
-
-
$
-
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, 2019
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
2019
Final Budget
Actual
Variance With Final
Budget
$
975,825 $
975,825 $
957,554 $
(18,271)
27,030,087
27,030,087
25,018,740
(2,011,347)
-
-
2,864,545
2,864,545
50,000
50,000
173,383
123,383
13,949,998
13,949,998
10,890,275
(3,059,723)
-
-
969,786
969,786
42,005,910
42,005,910
40,874,283
(1,131,627)
41,991,355
14,555
-
42,372,659
(366,749)
-
39,929,225
945,058
16,971 5,486
22,457
2,443,434
1,311,807
(16,971) (5,486)
(22,457)
Net Change in Fund Balances Fund Balances Beginning of Fiscal Year Fund Balances End of Fiscal Year
$
14,555 $
(366,749)
967,515 $ (1,334,264)
16,858,537 $ 17,826,052
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, 2019
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 End of Fiscal Year
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$ 7,179,626 $ 7,136,068 $ 7,059,382 $
(76,686)
7,652,945
345,861
80,420 3,000
8,082,226
7,426,355
72,214 262,612
83,741 2,581
7,847,503
7,342,522
72,214 288,002
83,741 2,581
7,789,060
(902,600)
(711,435)
(729,678)
902,600
$
-$
711,435 -
$
711,435 (18,243) $ 52,262 34,019
83,833 -
(25,390) -
58,443
(18,243)
(18,243)
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, 2019
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 Student transportation Central support services Food service operations
Total Expenditures
Original Budget
Final Budget
2019 Actual
Variance With Final
Budget
$ 1,345,347 $ 7,118,791 $
6,280,931 $
(837,860)
1,345,347
7,118,791
6,280,931
(837,860)
605,134
340,226 -
363,321 4,951
31,715 -
1,345,347
2,140,503
1,027,822 84,027
1,033,836 22,348
112,731 50,825
1,962,097 35,786
648,816
7,118,791
1,880,468
602,404 65,316 820,872 19,431 80,022 22,825
2,140,834 -
648,759
6,280,931
260,035
425,418 18,711 212,964 2,917 32,709 28,000
(178,737) 35,786 57
837,860
Net Change in Fund Balance Fund Balances Beginning of Fiscal Year Fund Balances End of Fiscal Year
$
-$
-
- $
-
-
$
-
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, 2019
Revenues Intergovernmental - state Intergovernmental - federal Local
Total Revenues
Expenditures Current
Instruction Support services:
Pupil services Improvement of instructional services Educational media services Business administration Maintenance and operation of plant Student transportation services Central support services Other support services Food service operations
Total Expenditures
Net Change in Fund Balance
Fund Balances Beginning of Fiscal Year
Fund Balances (Deficits) End of Fiscal Year
Original Budget
2019
Final Budget
Actual
Variance With Final
Budget
$
- $ 655,226 $ 636,309 $
-
39,800
152
490,000
2,002,310
1,516,870
(18,917) (39,648) (485,440)
490,000
2,697,336
2,153,331
(544,005)
411,080
78,920
-
490,000
1,001,583
203,925 332,633
321 140,899
74,375 770,037 150,012
20,000 5,800
2,699,585
783,052
25,495 250,795
321 105,405
403,457 114,679
19,978 5,800
1,708,982
$
- $ (2,249)
444,349 $
(10,007)
$ 434,342
218,531
178,430 81,838 35,494 74,375
366,580 35,333 22 -
990,603
446,598
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, 2019
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
2019 Actual
Variance With Final
Budget
$
1,600 $
1,600 $
1,553 $
40,000
40,000
108,364
(47) 68,364
41,600
41,600
109,917
68,317
10,330,000 1,800,840
12,130,840
10,330,000 1,800,840
12,130,840
10,330,000 1,799,740
12,129,740
(12,089,240) (12,089,240)
(12,019,823)
12,129,325
12,129,325
11,229,663
$
40,085 $
40,085
(790,160) $
5,611,047
$ 4,820,887
1,100 1,100
69,417
(899,662) (830,245)
83
Fulton County Board of Education, Georgia Combining Statement of Changes in Assets and Liabilities
Agency Funds For the Fiscal Year Ended June 30, 2019
Assets Cash and cash equivalents Other receivables Prepaid items
Total Assets
Liabilities Accounts payable Due to student organizations
Total Liabilities
Balance June 30, 2018
$ 5,987,114 97,159
334,168
$ 6,418,441
Additions
$ 17,962,747 83,283
246,609
$ 18,292,639
Deductions
$ 17,063,682 97,159
334,168
$ 17,495,009
Balance June 30, 2019
$ 6,886,179 83,283
246,609
$ 7,216,071
$
101,656 $
71,968 $
101,656 $
6,316,785
18,220,671
17,393,353
$ 6,418,441 $ 18,292,639 $ 17,495,009 $
71,968 7,144,103
7,216,071
84
Statistical Section (Unaudited)
Hembree Springs Elementary Aadam Sabri Jiffry 1st Grade
Fulton County Board of Education, Georgia Introduction to the Statistical Section
(Unaudited)
This part of Fulton County Board of Education's (School System) comprehensive annual financial report presents detailed information as a context for understanding this fiscal year's financial statements, note disclosures, and supplementary information. This information is unaudited.
Contents
Financial Trends
These tables contain financial statement trend information that may assist the reader in assessing the School System's current financial performance by placing it in a historical perspective. In fiscal year 2009, the School System blended its charter schools as special revenue funds. In fiscal year 2011 the charter schools were 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
2010
$1,480,029,373 63,636,096 66,897,704
$1,610,563,173
2011
$1,506,586,721 66,393,409
247,513,274 $1,820,493,404
2012
$1,501,664,110 177,124,388 230,939,575
$1,909,728,073
At June 30, 2019 2013
Restated 3 2014
$1,509,929,724 244,391,190 216,792,587
$1,971,113,501
$1,590,806,537 247,960,557
(662,498,676) $1,176,268,418
2015
$1,757,699,907 160,631,973
(603,705,304) $1,314,626,576
2016
$1,854,946,370 120,206,567
(577,620,140) $1,397,532,797
Restated 4 2017
$1,883,711,532 121,749,505
(1,375,377,115) $630,083,922
2018
$1,885,953,984 186,627,249
(1,424,404,702) $648,176,531
2019
$1,968,194,997 213,815,960
(1,390,758,874) $791,252,083
Total Percentage Increase or Decrease From Prior Fiscal Year
5.8%
13.0%
4.9%
3.2%
-40.3%
11.8%
6.3%
-54.9%
2.9%
22.1%
Governmental Activities: Percentage of Total Net investment in
capital assets 2 Restricted
Unrestricted (deficit) Total
91.90% 3.95% 4.15%
100.00%
82.76% 3.65%
13.60% 100.00%
78.63% 9.27%
12.10% 100.01%
76.60% 12.40% 11.00% 100.00%
135.24% 21.08% -56.32%
100.00%
133.70% 12.22% -45.92%
100.00%
132.73% 8.60%
-41.33% 100.00%
298.96% 19.32%
-218.28% 100.00%
290.96% 28.79%
-219.76% 100.00%
248.74% 27.02%
-175.77% 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 (2010-2019).
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
$2,500,000,000
$791,252,083 $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
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$2010
2011
2012
2013
2014
Fiscal Year
2015
2016
2017
2018
2019
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
Expenses Instruction Support services Pupil services
2010 $607,908,299
33,129,857
2011 $575,719,921
27,110,229
2012 $622,927,662
28,113,941
2013 $646,578,930
28,676,862
At June 30,
2014
2015
$643,368,439 31,090,523
$640,800,645 29,603,137
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 Interest and Fiscal Charges Total Expenses
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 $964,479,034
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 $919,344,619
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 $968,381,612
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 $1,001,277,140
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 $1,011,422,664
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 $1,014,891,500
Program Revenues
Charges for Services 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
Operating Grants and Contributions 3 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
$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)
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
656,646,379 $89,234,669
501,695,443 150,788,659
696,076 1,037,993
654,218,171 $61,385,428
508,920,788 156,944,090
73,050 407,266 4,362,097
670,707,291 $84,100,262
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 (2010-2019).
$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)
525,767,151 164,399,931
396,694 3,690,973
694,254,749 $138,358,158
2016
$669,585,761
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 $1,117,342,173
$6,462,514 -
1,268,319 -
11,685,030 403,252,714
15,199,512 437,868,089 ($679,474,084)
589,678,942 166,669,022
937,232 5,095,109 762,380,305 $82,906,221
2017
$733,085,113
41,768,534
52,480,029 17,775,152
1,505,819 5,276,036 58,551,100 18,003,104 157,484,647 58,980,878 32,957,976
587,498 43,957,838
2,474,650 $1,224,888,374
$6,931,216 -
1,492,939 -
10,591,753 450,338,174
2,845,881 472,199,963 ($752,688,411)
580,772,516 166,591,361
1,813,470 10,057,600 759,234,947 $6,546,536
2018
$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 $1,247,523,745
$5,580,837 -
1,676,734 -
709,851 11,275,291 462,248,631
3,781,617 485,272,961 ($762,250,784)
590,867,168 178,021,932
3,920,333 7,533,960 780,343,393 $18,092,609
2019
$704,489,524
72,597,194
56,178,829 17,153,965
1,244,984 8,073,008 59,163,941 19,513,799 111,112,999 64,448,887 42,952,365
70,900 44,091,319
3,201,202 $1,204,292,916
$9,756,729 -
1,615,056 -
620,328 11,860,920 471,437,591
719,113 496,009,737 ($708,283,179)
650,727,738 188,493,825
7,421,200 4,715,968 851,358,731 $143,075,552
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
2010
2011
2012
2013
2014 2015
2016
2017
2018
2019
63.03% 62.62% 64.33% 64.58% 63.61% 63.14% 59.93% 59.85% 61.08% 58.50%
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%
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%
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%
2.86% 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%
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%
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%
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%
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%
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%
6.03% 4.66% 1.42% 0.10% 0.67% 4.91% 1.62% 9.23% 5.35% 3.57% 0.01% 3.66% 0.00% 0.27% 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
2.10% 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%
2.16% 0.00% 0.00% 0.00% 0.17% 0.00% 0.00% 3.86%
90.86% 2.95%
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%
100.01%
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%
1.97% 0.00% 0.00% 0.00% 0.33% 0.00% 0.13% 2.39%
95.05% 0.14%
100.00%
General Revenues Taxes Property Sales Gain on Disposition of Capital Assets Investment Earnings Miscellaneous
Total General Revenues
81.29% 18.34%
0.00% 0.10% 0.27% 100.00%
76.61% 22.81%
0.00% 0.10% 0.48% 100.00%
77.11% 22.08%
0.00% 0.10% 0.70% 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%
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%
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 (2010-2019).
76.43% 22.14%
0.00% 0.87% 0.55% 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)
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 Interest and Fiscal Charges Total Expenses
2010
0.69%
6.71% 9.05% 2.78%
0.21% -0.15% -26.55% -1.57% 2.62% 8.22% 1005.84% -5.37% -16.60% -1.67%
2011
-5.29%
-18.17% -20.62%
-7.09% -
-20.95% -5.07% 6.23% -7.39% 9.84%
-13.16% 54.83% -2.38% -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% 6.30% 5.33%
2013
For the Fiscal Year Ended June 30,
2014
2015
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% -12.19% 3.40%
-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% -11.65% 1.01%
-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% -12.41% 0.34%
Program Revenues
Charges For Services Instruction Pupil Services Improvement of Instructional Services Maintenance and Operation Of Plant Food Service Operations
Operating Grants and Contributions2 Capital Grants and Contributions Total Program Revenues
-4.34% -
-18.21% 50.53%
5.16%
6.82% -30.98%
4.41%
-0.44% 100.00% -100.00%
54.26% -5.73%
7.09% 43.86% 7.80%
4.17% 6.21%
49.59%
2.23%
-5.18% -44.07% -6.60%
-20.49% -43.18%
-21.94%
-1.65%
4.34% -52.10%
1.86%
-4.93% -100.00% 100.00%
17.14% -3.81%
2.39% 143.21%
4.01%
5.87% -
100.00% -8.82%
-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% -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 (2010-2019).
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% -14.54% 10.09%
-6.96% -
100.00% 125.40%
-0.98% -1.32% -51.01% -4.60%
12.16% 1.38%
100.00% 136.26%
38.04% 13.67%
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% -54.09% 9.63%
7.25% -
100.00% 17.71% -9.36% 11.68% -81.28% 7.84%
-1.51% -0.05% 100.00% 93.49% 97.40% 9.36%
Exhibit IIB
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% 133.56% 1.85%
2019
-7.54%
64.79% -6.78% -2.94% -1.17% 47.79% -2.67% 3.47% -18.60% 8.08% 37.70% -69.80% 0.47% 44.61% -3.47%
-19.48% -
12.31% 6.45%
2.64% 32.88% 2.77%
-74.83% -
-3.68% 5.19%
1.99% -80.98% -1.41%
1.74% 6.86% 0.00% 116.18% -25.09% 2.78%
10.13% 5.88%
89.30% -37.40%
9.10%
90
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited) (Unaudited)
June 30, 2010 (modified accrual basis of accounting)
Exhibit III
General Fund Reserved Unreserved 3
Subtotal General Fund General Fund Percentage Change
All Other Governmental Funds 1 Reserved Unreserved Special Revenue Funds Debt Service Fund Capital Projects Funds 2 Permanent Fund Subtotal All Other Governmental Funds All Other Governmental Funds Percentage Change
At June 30, 2010
$4,894,559
109,384,335
114,278,894
`
26.2%
125,151,090
3,424,967 -
(116,414,717) 3,250
12,164,590 -128.1%
Total Governmental Funds Reserved Unreserved
Total Governmental Funds
All Governmental Funds Percentage Change
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 (2010-2019).
130,045,649 -3,602,165
$126,443,484 167.6%
91
Fulton County Board of Education, Georgia Fund Balances - Governmental Funds (Unaudited)
June 30, 2012-2019 (modified accrual basis of accounting)
Exhibit IIIA
General Fund
Nonspendable Restricted Committed Assigned Unassigned Subtotal General Fund General Fund Percentage Change
2011
2012
$
466,468 $
466,468 $
2,387,000
2,387,000
122,927,608
137,713,740
43,302,590
19,581,128
41,122,880
81,229,927
210,206,546
241,378,263
14.8%
14.8%
2013
466,468 $ -
138,773,258 32,973,811 64,493,975
236,707,512 -1.9%
2014
466,468 $ -
151,649,185 42,448,878 44,311,932
238,876,463 0.9%
All Other Governmental Funds Nonspendable Restricted
Special Revenue Funds Debt Service Fund Capital Projects Funds Unassigned (deficit) Subtotal All Other Governmental Funds
All Other Governmental Funds Percentage Change1
Total Governmental Funds Nonspendable Restricted Committed Assigned Unassigned Total Governmental Funds All Governmental Funds Percentage Change1
799,998
8,734,602 47,747,552
9,111,797 (7,470,376) 58,923,573
794,758
10,476,174 47,975,600 117,877,856
(51,480) 177,072,908
384.4%
200.5%
1,266,466
1,261,226
67,980,951
178,716,630
122,927,608
137,713,740
43,302,590
19,581,128
33,652,504
81,178,447
$
269,130,119 $
418,451,171 $
112.9%
55.5%
1,640,485
12,421,277 25,390,779 196,195,731
235,648,272
33.1%
2,106,953 234,007,787 138,773,258
32,973,811 64,493,975 472,355,784 $
12.9%
1,997,108
13,952,681 4,356,254
215,943,538 -
236,249,581
0.3%
2,463,576 234,252,473 151,649,185
42,448,878 44,311,932 475,126,044 $
0.6%
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 (2010-2019).
2015
466,468 $ -
176,870,793 15,378,430 48,067,345
240,783,036 0.8%
2,005,970
16,726,943 4,372,369
107,644,823 -
130,750,105
-44.7%
2,472,438 128,744,135 176,870,793
15,378,430 48,067,345 371,533,141 $
-21.8%
2016
6,279,778 $ -
179,416,913 25,600
58,004,665 243,726,956
1.2%
3,043,990
17,726,822 4,373,705
69,671,474 (4,434)
94,811,557
-27.5%
9,323,768 91,772,001 179,416,913
25,600 58,000,231 338,538,513 $
-8.9%
2017
434,339 $ -
178,939,216 4,030,391
54,541,953 237,945,899
-2.4%
2,687,938
27,590,558 -
86,827,313 (1,862,926) 115,242,883
21.5%
3,122,277 114,417,871 178,939,216
4,030,391 52,679,027 353,188,782 $
4.3%
2018
478,927 $ -
175,057,775 5,006,750
27,634,381 208,177,833
-12.5%
2,490,565
29,494,875 -
153,811,984 (40,579)
185,756,845
61.2%
2,969,492 183,306,859 175,057,775
5,006,750 27,593,802 393,934,678 $
11.5%
2019
2,847,283 -
167,130,904 32,204,687 19,286,967
221,469,841 6.4%
1,883,532
21,820,328 4,205,299
177,524,868 -
205,434,027
10.6%
4,730,815 203,550,495 167,130,904
32,204,687 19,286,967 426,903,868
8.4%
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
2010 $114,279 $126,443
2011 $210,207 $269,130
Fulton County Board of Education, Georgia Chart - Fund Balances - Governmental Funds
Last Ten Fiscal Years (in $1,000)
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
Exhibit IIIA
General Fund Total Governmental Funds
2018 $208,178 $393,935
2019 $221,470 $426,904
93
Fulton County Board of Education, Georgia General Governmental Revenues by Source (Unaudited) 1
Last Ten Fiscal Years (modified accrual basis of accounting)
Revenue Source
Local Property Taxes Sales Taxes Other
State 2
Federal Total Revenues % Change From Prior Fiscal Year
2010
$548,924,443 123,055,820 29,203,248 268,522,061 111,571,264 $1,081,276,836
4.1%
2011
$535,547,654 130,265,771 27,126,441 301,108,813 97,208,388 $1,091,257,067
0.9%
2012
$509,727,699 176,227,513 31,222,059 316,548,891 76,874,643 $1,110,600,805
1.8%
Revenue Source Local Property Taxes Sales Taxes Other State 2
Federal Total Revenues
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 (2010-2019).
45.9% 15.9% 2.8%
28.5% 6.9% 100.0%
2013
$502,441,099 150,788,659 27,880,909 303,328,605 75,457,622 $1,059,896,894
-4.6%
47.4% 14.2% 2.6% 28.6% 7.2% 100.1%
For the Fiscal Year Ended June 30,
Amounts
2014
2015
$510,144,714 156,944,090 28,766,279
325,213,199 72,231,439 $1,093,299,721
3.2%
$526,475,642 164,399,931 25,246,953
346,920,247 72,350,213 $1,135,392,986
3.9%
Percentage of Total
46.7% 14.4% 2.6%
29.7% 6.6% 100.0%
46.4% 14.5% 2.2%
30.6% 6.4% 100.0%
2016
$561,559,842 166,669,022 25,792,338 365,979,980 81,931,176 $1,201,932,358
5.9%
46.7% 13.9% 2.1% 30.4% 6.8% 100.0%
2017
$574,302,033 166,591,361 31,458,610 395,141,979 85,083,971 $1,252,577,954
4.2%
45.8% 13.3% 2.5% 31.5% 6.8% 100.0%
2018
$586,808,906 178,021,932 32,078,706 385,426,506 86,199,579 $1,268,535,629
1.3%
46.3% 14.0% 2.5% 30.4% 6.8% 100.0%
Exhibit IV
2019
$653,811,461 188,493,825 40,565,294 381,904,386 86,914,059 $1,351,689,025
6.6%
48.4% 13.9% 3.0% 28.3% 6.4% 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
Current
Function
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
Total Current
2010
$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
$889,852,145
2011
$532,593,377
26,537,001 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
$849,615,721
2012
$561,904,171
26,854,503 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
$869,358,337
% Change from Prior Fiscal Year Capital Outlay 2
% Change from Prior Fiscal Year
Debt Service Principal 3 Interest and Fees
Total Debt Service
-0.3% 83,785,468
-62.2%
15,130,000 11,243,198 26,373,198
-4.5% 74,603,666
-11.0%
15,390,000 9,002,306
24,392,306
2.3% 103,440,578
38.7%
15,670,000 8,717,761
24,387,761
% Change From Prior Fiscal Year
-4.1%
-7.5%
0.0%
Total Expenditures
$1,000,010,811
$948,611,693
$997,186,676
% Change from Prior Fiscal Year
Debt Service as a % of Noncapital Expenditures
-12.4% 3.0%
-5.1% 2.9%
5.1% 2.8%
Notes
1 Includes all governmental fund types. 2 Includes non-capitalized charges to the facilities acquisition and construction function. 3 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 (2010-2019).
For the Fiscal Year Ended June 30,
2013
2014
$585,213,360
27,493,780 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
$908,280,490
$585,102,294
30,056,079 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
$920,226,045
4.5% 71,538,284
-30.8%
1.3% 145,757,911
103.7%
18,335,667 8,438,333
26,774,000
17,655,667 7,488,045
25,143,712
9.8% $1,006,592,774
0.9% 2.9%
-6.1% $1,091,127,668
8.4% 2.7%
2015
$597,282,656
29,193,488 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
$942,430,769
2016
$638,818,504
35,250,892 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
$1,009,084,630
2.4% 272,433,766
86.9%
7.1% 202,634,541
-25.6%
17,995,667 6,604,317
24,599,984
18,345,667 5,703,288
24,048,955
-2.2% $1,239,464,519
13.6% 2.6%
-2.2% $1,235,768,126
-0.3% 2.4%
2017
$670,009,551
40,992,499 50,655,499 14,921,099
1,478,301 5,259,483 55,602,282 17,296,856 85,150,468 51,624,947 32,096,980
536,890 39,513,986 $1,065,138,841
5.6% 153,392,559
-24.3%
15,725,667 4,773,640
20,499,307
-14.8%
$1,239,030,707
0.3%
1.9%
2018
$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 $1,114,375,725
4.6% 99,217,046
-35.3%
12,180,667 4,037,292
16,217,959
-20.9%
$1,229,810,730
-0.7%
1.5%
2019
$682,255,244
73,050,098 56,535,202 15,461,055
1,279,237 8,131,271 59,835,667 19,151,242 84,287,002 58,396,226 43,089,211
81,609 40,583,784 $1,142,136,848
2.5% 161,261,854
62.5%
12,705,667 3,485,276
16,190,943
-0.2%
$1,319,589,645
7.3%
1.4%
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)
Exhibit V-A
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 Other Support Services Food Service Operations Total Current
Capital Outlay 2
Debt Service Principal 3 Interest and Fees
Total Debt Service
2010
56.3%
3.2% 3.1% 1.4% 0.0% 0.5% 5.1% 1.3% 7.1% 3.8% 1.4% 1.9% 3.7% 89.0%
8.4%
2011
56.1%
2.8% 2.6% 1.4% 0.0% 0.5% 5.1% 1.5% 7.0% 4.4% 1.3% 3.0% 3.9% 89.6%
7.9%
For the Fiscal Year Ended June 30,
2012
2013
2014
56.3%
58.1%
53.6%
2.7% 2.7% 1.3% 0.1% 0.4% 4.9% 1.7% 7.1% 4.6% 1.3% 0.2% 3.9% 87.2%
10.4%
2.7% 3.0% 1.5% 0.1% 0.4% 5.0% 1.6% 7.4% 4.7% 1.6% 0.2% 3.9% 90.2%
7.1%
2.8% 2.7% 1.2% 0.1% 0.4% 4.6% 1.8% 7.1% 4.3% 1.8% 0.2% 3.6% 84.3%
13.4%
1.5% 1.1% 2.6%
1.6% 0.9% 2.6%
1.6% 0.9% 2.4%
1.8% 0.8% 2.7%
1.6% 0.7% 2.3%
Total Expenditures
100.0%
100.0%
100.0%
Notes 1 Includes all governmental fund types. 2 Includes non-capitalized charges to the facilities acquisition and construction function. 3 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 (2010-2019).
100.0%
100.0%
2015
48.19%
2.36% 3.06% 1.08% 0.12% 0.31% 4.04% 1.41% 6.79% 3.65% 1.92% 0.15% 2.97% 76.0%
21.98%
1.45% 0.53% 2.0%
100.0%
2016
51.69%
2.85% 3.48% 1.13% 0.11% 0.41% 4.25% 1.63% 6.63% 4.11% 1.90% 0.15% 3.30% 81.7%
16.40%
1.48% 0.46% 1.9%
100.0%
2017
54.08%
3.31% 4.09% 1.20% 0.12% 0.42% 4.49% 1.40% 6.87% 4.17% 2.59% 0.04% 3.19% 86.0%
12.38%
1.27% 0.39% 1.7%
100.0%
2018
57.52%
3.51% 4.76% 1.25% 0.10% 0.44% 4.72% 1.61% 6.62% 4.36% 2.46% 0.01% 3.27% 90.6%
8.07%
0.99% 0.33% 1.3%
100.0%
2019
51.70%
5.54% 4.28% 1.17% 0.10% 0.62% 4.53% 1.45% 6.39% 4.43% 3.27% 0.01% 3.08% 86.6%
12.22%
0.96% 0.26% 1.2%
100.0%
96
Fulton County Board of Education, Georgia General Governmental Current Expenditures by Function (Unaudited) 1
Last Ten Fiscal Years
(modified accrual basis of accounting)
Function Current
Instruction Support Services
Pupil Services Improvement of Instructional Services Educational Media Services Federal Grant Administration General Administration School Administration Business Administration Maintenance and Operation of Plant Student Transportation Services Central Services Other Support Services Food Service Operations Total Current
2010
$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 $889,852,145
2011
$532,593,377
26,537,001 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 $849,615,721
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 Other Support Services Food Service Operations
Total Current
63.3%
3.6% 3.5% 1.6% 0.0% 0.6% 5.7% 1.5% 8.0% 4.3% 1.6% 2.1% 4.2% 100.0%
Notes 1 Includes all governmental fund types.
Data Source Applicable fiscal years' Comprehensive Annual Financial Report (2010-2019).
62.7%
3.1% 2.9% 1.5% 0.0% 0.5% 5.7% 1.7% 7.8% 4.9% 1.5% 3.4% 4.3% 100.0%
2012
$561,904,171
26,854,503 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 $869,358,337
64.6%
3.1% 3.1% 1.5% 0.1% 0.4% 5.6% 2.0% 8.2% 5.2% 1.5% 0.2% 4.5% 100.0%
For the Fiscal Year Ended June 30,
2013
2014
2015
$585,213,360
27,493,780 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 $908,280,490
$585,102,294
30,056,079 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 $920,226,045
$597,282,656
29,193,488 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 $942,430,769
64.4%
3.0% 3.3% 1.6% 0.1% 0.5% 5.6% 1.8% 8.2% 5.2% 1.7% 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% 0.2% 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% 0.2% 3.9% 100.0%
2016
$638,818,504
35,250,892 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 $1,009,084,630
63.3%
3.5% 4.3% 1.4% 0.1% 0.5% 5.2% 2.0% 8.1% 5.0% 2.3% 0.2% 4.0% 100.0%
2017
$670,009,551
40,992,499 50,655,499 14,921,099 1,478,301 5,259,483 55,602,282 17,296,856 85,150,468 51,624,947 32,096,980
536,890 39,513,986 $1,065,138,841
62.9%
3.8% 4.8% 1.4% 0.1% 0.5% 5.2% 1.6% 8.0% 4.8% 3.0% 0.1% 3.7% 100.0%
Exhibit VI
2018
2019
$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 $1,114,375,725
682,255,244
73,050,098 56,535,202 15,461,055 1,279,237 8,131,271 59,835,667 19,151,242 84,287,002 58,396,226 43,089,211
81,609 40,583,784 $1,142,136,848
63.5%
3.9% 5.2% 1.4% 0.1% 0.5% 5.2% 1.8% 7.3% 4.8% 2.7% 0.0% 3.6% 100.0%
59.7%
6.4% 4.9% 1.4% 0.1% 0.7% 5.2% 1.7% 7.4% 5.1% 3.8% 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
2010
2011
Total Revenues
$ 1,081,276,836 $
1,091,257,067 $
Total Expenditures
Excess (Deficiency) of Revenues Over (Under) Expenditures
Other Financing Sources (Uses)
Proceeds from the Disposition of Capital Assets Insurance Proceeds
1,000,010,811 81,266,025
948,611,693 142,645,374
6,889 -
9,568 31,153
Inception of Intergovernmental Agreement
Transfers In
Transfers Out Total Other Financing Sources (Uses)
Net Change in
Fund Balances
$
45,486,549 (45,486,549)
6,889
81,272,914 $
23,942,779 (23,942,779)
40,721
142,686,095 $
Notes 1 Includes all governmental fund types.
Data Source
Applicable fiscal years' Comprehensive Annual Financial Report (2010-2019).
2012 1,110,600,805 $
997,186,676
113,414,129
25,088 247,375
35,635,000 23,400,865 (23,400,865) 35,907,463 149,321,592 $
For the Fiscal Year Ended June 30,
2013
2014
1,059,896,894 $
1,093,299,721 $
1,006,592,774
1,091,127,668
2015 1,135,392,986 $ 1,239,464,519
53,304,120
2,172,053
(104,071,533)
378,076 222,417
14,148 (14,148) 600,493
53,904,613 $
216,659 381,548
171,907 306,723
134,926 (134,926)
598,207
2,770,260 $
30,485,044 (30,485,044)
478,630
(103,592,903) $
2016 1,201,932,358 $ 1,235,768,126
2017 1,252,577,954 $ 1,239,030,707
(33,835,768)
13,547,247
397,617 443,523
724,488 378,534
26,014,064 (26,014,064)
841,140
(32,994,628) $
18,210,034 (18,210,034)
1,103,022
14,650,269 $
2018 1,268,535,629 $ 1,229,810,730
2019 1,351,689,025 1,319,589,645
38,724,899
32,099,380
1,807,945 213,052
16,740,501 (16,740,501)
2,020,997
40,745,896 $
657,264 212,546
21,454,589 (21,454,589)
869,810
32,969,190
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 2010
-50,000,000
2011
2012
2013
2014
2015
2016
2017
2018
2019
-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
Amounts
Fiscal Year Ended
June 30,3 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
*
**
Residential Property $17,794,790,080 16,758,715,890 15,700,034,770 15,238,256,780 15,054,489,000 15,655,302,030 17,113,275,850 17,625,265,620 22,319,556,500 22,146,114,110
17,234,059,315
24.5%
Commercial Property $11,224,357,540 10,878,449,420 10,768,109,350 10,522,668,040 10,600,600,040 10,617,563,140 11,449,783,210 12,453,581,360 13,841,863,440 13,389,391,920
10,963,959,261
19.3%
Industrial Property $1,224,821,770 1,102,564,230 1,173,143,670 1,180,184,160 1,151,964,530 1,161,287,190 1,375,068,230 1,267,821,840 1,403,945,820 1,356,192,250
Agricultural Property $26,006,350 27,989,820 26,659,930 26,465,240 21,145,580 18,939,790 15,925,190 15,148,760 16,092,430 15,619,880
Preferential & Conservation Use Property
$93,884,570 95,628,190 84,885,180 85,914,600 93,232,650 68,867,030 109,316,720 87,783,390 94,636,480 97,617,680
1,221,078,466 20,881,539
81,087,385
10.7%
-39.9%
4.0%
Utility Property $393,603,352 441,258,358 441,258,358 453,328,194 412,790,424 414,057,510 450,398,531 478,595,812 457,519,090 457,430,173
451,735,746
16.2%
Motor Vehicles and Mobile Homes $1,555,358,080 1,393,710,275 1,582,514,292 1,625,373,782 1,770,446,868 1,490,221,318 981,445,326 667,017,131 324,274,093 324,274,093
1,220,416,262
-79.2%
Other Property 4
$1,635,569 959,706 672,109 4,136 72,162 158,580 499,386 946,618 733,306
1,050,017
709,196
-35.8%
2010
55.1%
34.7%
2011
54.6%
35.4%
2012
52.7%
36.2%
2013
52.3%
36.1%
2014
51.7%
36.4%
2015
53.2%
36.1%
2016
54.3%
36.4%
2017
54.1%
38.2%
2018
58.0%
36.0%
2019
61.8%
37.4%
* Dollar average for ten years.
** Percentage change in dollars over ten years.
3.8% 3.6% 3.9% 4.1% 4.0% 3.9% 4.4% 3.9% 3.6% 3.8%
0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.0% 0.0% 0.0%
Percentage of Total 0.3% 0.3% 0.3% 0.3% 0.3% 0.2% 0.3% 0.3% 0.2% 0.3%
1.2% 1.4% 1.5% 1.6% 1.4% 1.4% 1.4% 1.5% 1.2% 1.3%
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.
Data Source Georgia Department of Revenue, Tax Digest Consolidation Summary, School, https://dor.georgia.gov/tax-digest-consolidated-summaries Consolidation and Evaluation of Digest 2019
4.8% 4.5% 5.3% 5.6% 6.1% 5.1% 3.1% 2.0% 0.8% 0.9%
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
Less: Tax Exempt
Property $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 2,449,545,050
1,663,277,173
Total Taxable Assessed Value 1
$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 33,373,142,713
Total Direct Tax
Rate 5 17.502 18.502 18.502 18.502 18.502 18.502 18.502 18.483 18.546 17.796
29,391,957,237
Estimated Actual Value $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 88,432,856,783
73,837,035,949
61.2%
8.4%
14.9%
Annual Percentage
Change -0.9% -5.1% -3.2% -2.6% -0.3% 0.9% 6.8% 3.3% 17.9% -2.0%
4.9% 5.0% 5.2% 5.6% 5.8% 6.0% 6.1% 6.4% 6.2% 6.8%
95.1% 95.0% 94.8% 94.4% 94.2% 94.0% 93.9% 93.6% 93.8% 93.2%
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
Other Agricultural Cons & Pref. Use Utility Industrial
$10,000,000,000
$5,000,000,000
$2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Fiscal Years
101
Fulton County Board of Education, Georgia Direct, Overlapping, and Underlying Property Tax Rates 3 (Unaudited)
Last Ten Fiscal Years (rate per $1,000 of assessed taxable value)
Exhibit IX
Direct-School District: Maintenance and Operations 4
Debt Service Total Direct-School District
2010
17.502 -
17.502
2011
18.502 -
18.502
For the Fiscal Year Ended June 30,
2012
2013
2014
18.502 -
18.502
18.502 -
18.502
18.502 -
18.502
2015
18.502 -
18.502
2016
18.502 -
18.502
Overlapping: 1 Fulton County Debt Service State of Georgia
Total Overlapping
10.281
0.250 10.531
10.281
0.250 10.531
10.281 0.270 0.250
10.801
10.281 0.270 0.200
10.751
10.211 0.270 0.150
10.631
11.781 0.270 0.100
12.151
10.480 0.270 0.050
10.800
Underlying:2, 5 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
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
-
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
-
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
-
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
-
Notes 1 Overlapping rates are those of governments that overlap the School District's geographic boundaries. 2 Underlying rates are those of the cities that apply to property owners located within Fulton County. 3 The tax year is one year prior to the fiscal year. 4 The legal limit is 25 mills. 5 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. 6 Does not reflect any CID rates
Data Source Georgia Department of Revenue, Property Tax Division, https://dor.georgia.gov/document/publication/2018-fulton-county-city-mill-rates/download Fulton County CAFR
2017
18.483 -
18.483
10.450 0.250 0.050
10.750
5.750 12.619 10.958 15.000
9.566 16.440
4.860 5.052 12.880 8.500 5.455 4.731 16.425 7.149
2018
18.546 -
18.546
10.380 0.250 -
10.630
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
2019
17.796 -
17.796
10.180 0.250 -
10.430
5.750 12.619 10.958 15.000
9.560 16.610
3.842 5.052 12.880 8.500 4.955 4.731 16.425 11.579
102
Fulton County Board of Education, Georgia Comparison of Metropolitan Atlanta School Districts
2019 Property Tax Rates 1, 2 (Unaudited) For the Fiscal Year Ended June 30, 2019 (rate per $1,000 of assessed taxable value)
Exhibit X
School District Rockdale County DeKalb County Gwinnett County Atlanta City Douglas County Clayton County Cobb County Fulton County
Marietta City
2019
Levied For:
Maintenance and Debt
Operations
Service
24.900
23.180
19.800 1.950
20.740
19.700 1.200
20.000
18.900
17.796
17.970
Total 24.900 23.180 21.750 20.740 20.900 20.000 18.900 17.796
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/property-tax-millage-rates https://dor.georgia.gov/document/publication/2018-0/download
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, 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1
Taxes Levied for the Fiscal Year
$
508,447,472 $
540,834,806
523,697,428
508,967,500
514,596,233
517,336,359
516,227,858
528,908,509
550,680,839
554,825,879
Data Source Fulton County Tax Commissioner's Office.
Collected Within the Fiscal Year of the Levy
Amount
Percentage of Levy
Collections in Subsequent Years
466,717,804 483,161,811 465,926,520 452,454,925 475,894,191 513,092,158 513,843,278 519,670,742 541,813,059 550,236,349
91.79% $ 89.34% 88.97% 88.90% 92.48% 99.18% 99.54% 98.25% 98.39% 99.17%
41,729,668 $ 57,672,995 56,622,333 55,521,953 37,709,831
3,316,516 565,800 671,975
5,759,904 -
Total Collections to Date
Amount
Percentage of Levy
508,447,472 540,834,806 522,548,853 507,976,878 513,604,022 516,408,674 514,409,078 520,342,717 547,572,963 550,236,349
100.00% $ 100.00%
99.78% 99.81% 99.81% 99.82% 99.65% 98.38% 99.44% 99.17%
Total Uncollected Taxes
Amount
Percentage of Levy
1,148,575 990,622 992,211 927,685 1,818,780 8,565,792 3,107,876 4,589,530
0.00% 0.00% 0.22% 0.19% 0.19% 0.18% 0.35% 1.62% 0.56% 0.83%
104
Fulton County Board of Education, Georgia Principal Property Taxpayers (Unaudited) Fiscal Years 2018 and 2010 2
Principal Taxpayer Development Authority of Fulton County Georgia Power AT&T Coca Cola Company Delta Airlines Suntrust Plaza Associates LLC Norfolk Souther Railway Company Post Apartment Homes AC Property Owner LP Bellsouth Telecommunications
Total Principal Taxpayers
2018
Taxable Assessed Value 1 $2,001,526,901 455,914,094 261,246,557 202,661,300 176,404,502 155,526,240 136,210,871 130,126,089 124,000,000 115,585,020
Rank 1 2 3 4 5 6 7 8 9 10
3,759,201,574
Percentage of Total Taxable Assessed Value
2.83% 0.65% 0.37% 0.29% 0.25% 0.22% 0.19% 0.18% 0.18% 0.16%
5.32%
Principal Taxpayer Development Authority of Fulton County Georgia Power Bellsouth Telecommunications Coca Cola Company AT&T Delta Airlines BF ATL LLC Post Apartment Homes Suntrust Plaza Associates LLC IEP Peachtree LLC
Total Principal Taxpayers
All Other Taxpayers
66,852,281,705
94.68%
All Other Taxpayers
Total
$70,611,483,279
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.co.fulton.ga.us/transparency
100.00%
Total
Exhibit XII
2010
Taxable Assessed Value 1 $864,964,916.00 355,267,690.00 288,336,703.00 239,494,269.00 233,061,383.00 144,071,482.00 135,349,360.00 129,959,779.00 103,532,500.00 93,279,610.00
Rank 1 2 3 4 5 6 7 8 9 10
2,587,317,692.00
Percentage of Total Taxable Assessed Value
1.52% 0.63% 0.51% 0.42% 0.41% 0.25% 0.24% 0.23% 0.18% 0.16%
4.55%
54,225,787,322.00
95.45%
$56,813,105,014.00
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
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
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%
Notes
1 An education special purpose local option sales tax (ESPLOST) was approved November 11, 2011 and is effective January 1, 2012 and expired June 30, 2017. These taxes were 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 https://dor.georgia.gov/sales-tax-rate-charts
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%
106
Fulton County Board of Education, Georgia Sales Taxes by Group (Unaudited) 2 Calendar Years 2010- 2018
Exhibit XIV
By Group NAICS Codes 4
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
Total Percentage Change
2010
Amount
%
2011
Amount
%
2012
Amount
%
$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
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%
$215,696,765
-0.6%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
$223,833,260
3.8%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
$223,371,010
-0.2%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
2013
Amount
%
$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
12.38% 20.65%
5.55% 6.20% 11.69% 9.67% 4.10% 8.33% 13.50% 2.44% 4.72% 0.77%
$234,721,374
5.1%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
2014
Amount
%
$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
12.08% 21.26%
5.88% 5.33% 11.93% 10.29% 2.42% 8.56% 13.68% 2.19% 5.42% 0.96%
$203,459,143
-13.3%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
Notes
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. 4 North American Industry Classification System (NAICS) 5 Standard Industrial Classification (SIC)
Data Source
Georgia Department of Revenue https://dor.georgia.gov/sales-tax-commodity-report
2015
Amount
%
$31,685,889 55,524,224 14,846,431 16,508,236 30,114,057 22,684,701 5,767,296 21,908,211 33,213,515 6,097,270 14,170,552 2,517,616
12.42% 21.77%
5.82% 6.47% 11.81% 8.89% 2.26% 8.59% 13.02% 2.39% 5.56% 0.99%
$255,037,999
25.4%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
2016
Amount
%
$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%
$451,284,607
76.9%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
2017
Amount
%
$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
11.32% 21.21%
5.37% 5.66% 12.50% 8.50% 1.77% 7.94% 13.86% 4.98% 5.69% 1.20%
$206,638,096
-54.2%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
2018
Amount
%
$31,175,245 58,683,693 14,740,457 15,397,708 34,815,063 23,618,446 4,899,007 22,334,572 39,531,327 13,691,108 15,710,976 3,330,855
11.22% 21.11%
5.30% 5.54% 12.53% 8.50% 1.76% 8.04% 14.22% 4.93% 5.65% 1.20%
$277,928,459
34.5%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00%
107
Fulton County Board of Education, Georgia Ratios of Total Debt Outstanding by Type (Unaudited)
Last Ten Fiscal Years
Exhibit XV
Governmental Activities
June 30, 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
General Obligation
Bonds 1
$
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
22,385,000
Intergovernmental
Agreements
$
- $
-
35,635,000
33,259,333
30,883,666
28,507,999
26,132,332
23,756,665
21,380,998
19,005,331
Total 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 41,390,331
Notes General obligation bonds are repaid through SPLOST Funds and not from property taxes.
Data Sources 1 Applicable fiscal years' Comprehensive Annual Financial Report (2010-2019). 2 Exhibit XVIII
Percentage of Personal Income
0.003% 0.003% 0.003% 0.002% 0.002% 0.002% 0.000% 0.000% 0.000% 0.000%
Estimated Population 2
920,581 949,599 977,773 984,293 996,319 1,008,275 1,010,562 1,023,336 1,041,423 1,050,114
Debt Per Capita
163 142 158 138 119 100
81 65 52 39
108
Fulton County Board of Education, Georgia Underlying, Overlapping, and Direct Governmental Activities Debt (Unaudited) 4
June 30, 2019
Exhibit XVI
Underlying Debt 2, 3
Governmental Unit
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
Total Underlying Debt
Overlapping Debt 3 Fulton-DeKalb Hospital Authority Revenue Refunding Certificates Series 2012
Total Overlapping Debt
School District Direct Debt 3 General Obligation Bonds
School District Contractual Obligations3 City of Union City Georgia, Revenue Bonds (Fulton County School District Project)
Debt Outstanding
$
91,088,614
11,630,000
8,425,576
13,085,258
45,570,424
7,640,000
245,226,955
59,651,000
Estimated Percentage Applicable 1
Estimated Share of Overlapping Debt
100.0% $ 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%
91,088,614 11,630,000
8,425,576 13,085,258 45,570,424
7,640,000 245,226,955
59,651,000
482,317,827
68,585,000 22,385,000 19,005,331
100.0% 100.0% 100.0%
68,585,000 68,585,000 22,385,000
19,005,331
Total Direct Debt Total Underlying, Overlapping and Direct Debt
41,390,331
$
592,293,158
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, 2018 or June 30, 2019, as the most current
information available.
Data Source 4 Fulton County, Georgia, December 31, 2018 Comprehensive Annual Financial Report - Schedule 9.
109
Fulton County Board of Education, Georgia Legal Debt Margin (Unaudited) Last Ten Fiscal Years
Exhibit XVII
June 30, 2019
Assessed Value 1
Legal Debt Margin Debt Limit (10% of assessed value) 2 Debt Applicable to Limit 2
2010 $30,794,901,941
$3,079,490,194
General Obligation Bonds and
Contractual Obligations
149,760,000
Less: Amount Reserved for Repayment of General Obligation Debt Total debt applicable to limit
Legal Debt Margin
47,441,152
102,318,848 $2,977,171,346
Total Net Debt Applicable to the Limit as a % of the Debt Limit
3.4%
2011 $29,234,449,479
$2,923,444,948
134,370,000
47,474,552 86,895,448 $2,836,549,500
3.1%
2012 $28,307,853,260
$2,830,785,326
154,335,000
47,975,600 106,359,400 $2,724,425,926
3.9%
2013 $27,583,473,238
$2,758,347,324
135,999,333
25,390,779 110,608,554 $2,647,738,770
4.2%
2014 $27,512,543,844
$2,751,254,384
118,343,666
4,356,254 113,987,412 $2,637,266,972
4.3%
2015 $27,771,401,992
$2,777,140,199
100,347,999
4,372,369 95,975,630 $2,681,164,569
3.6%
2016 $29,672,631,984
$2,967,263,198
82,002,332
5,786,949 76,215,383 $2,891,047,815
2.6%
2017 $30,638,052,593
$3,063,805,259
66,276,665
4,402,869 61,873,796 $3,001,931,463
2.1%
2018 $36,112,540,909
$3,149,571,244
54,095,998
5,611,047 48,484,951 $3,101,086,293
1.6%
Notes 2 Under Article 9, Section 5, Paragraph 1 of the State of Georgia Constitution, the School District's outstanding general obligation debt should not exceed 10% of the assessed value of the taxable property located within
the School District.
Data Source https://www.fultonschools.org/site/handlers/filedownload.ashx?moduleinstanceid=4865&dataid=5972&FileName=FCS%20-%20FY2019%20Budget%20Book%20-%20Print%20Copy%208-24-18.pdf
2019 $33,373,142,713
$3,337,314,271
41,390,331
4,205,299 37,185,032 $3,300,129,239
1.1%
110
Fulton County Board of Education, Georgia Demographic and Economic Statistics (Unaudited)
Last Ten Calendar Years
Exhibit XVIII
(thousands of dollars)
Per Capita Personal Income
Unemployment Rate 8
Year 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Population 1 920,581 949,599 977,773 984,293 996,319
1,008,275 1,010,562 1,023,336 1,041,423 1,050,114
Personal Income 2 $48,733,047 $53,234,047 $56,258,497 $57,210,067 $58,488,140 $59,774,879 $65,686,096 $58,541,983 $58,988,282 $68,296,264
County 3 55,438 57,451 57,537 58,112 58.704 59.284 65.000 57.207 56,642 65,037
Data Sources 1 2010- 2018 - Fulton County, Georgia June 30, 2019 estimated by management 2 2010- 2018 - Fulton County, Georgia June 30, 2019 estimated by management 3 Personal income divided by population 4 Estimated by management
County as a % of U.S. 3 139% 130% 130% 130% 130% 130% 130% 130% 130% 108%
Median Age 4 35.2 35.2 35.2 35.2 35.2 35.2 35.2 35.2 35.4 35.5
County 5 10.2% 10.2% 9.3% 8.6% 7.5% 6.0% 5.4% 4.3% 3.7% 3.1%
State of Georgia 6 10.3% 10.4% 8.9% 8.3% 7.8% 6.1% 5.2% 4.3% 4.1% 3.6%
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.
United States 7 9.4% 9.1% 8.2% 7.5% 6.1% 5.3% 4.9% 4.1% 4.0% 3.7%
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, 2019 and 2011
Exhibit XIX
Employer Delta Air Lines Emory University / Emory Healthcare The Home Depot Northside Hospital Piedmont Healthcare Publix Super Markets, Inc. Wellstar Health Systems Kroger AT&T UPS
Total Principal Employers' Employees
Other Employers' Employees
Total Estimated Employees
Number of Employees**
2019* Percentage of
County Employment ***
34,500
1.14%
32,091
1.06%
16,510
0.54%
16,000
0.53%
15,900
0.52%
15,591
0.51%
15,353
0.51%
15,000
0.49%
15,000
0.49%
14,594
0.48%
190,539 2,848,100 3,038,639
6.27% 93.73% 100.00%
*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/news-release/areaemployment_atlanta.htm https://www.metroatlantachamber.com/resources/most-popular/metro-atlanta-topemployers
Employer Delta Airlines AT&T Cox Enterprises United Parcel Service Bellsouth Corp United States Postal Service Fulton County School System Atlanta City Municipal Government Georgia Institute of Technology IBM Corporation
Total Principal Employers' Employees
2011
Percentage of
County Employment
Employees
**
22,257
0.86%
21,915
0.85%
13,583
0.53%
15,500
0.60%
10,745
0.42%
14,000
0.54%
12,777
0.49%
7,934
0.31%
7,342 7,500
0.28% 0.29%
133,553
5.17%
Other Employers' Employees Total Estimated Employees
2,449,074 2,582,627
94.83%
100.00%
112
Fulton County Board of Education, Georgia Employees by Function (Unaudited) Last Ten Fiscal Years
Exhibit XX
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
Fiscal Year Ended June 30,
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%
2012 7,802 328 237 190 2 11 692 108 665 954 98 43 726 5
11,861
-1.4%
2013 8,107 335 189 196 8 13 703 117 652 942 118 3 835 18
12,236
3.2%
2014 7,947 340 305 196 11 13 705 107 673 945 119 46 876 24
12,307
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
2019 8,851 172 113 126 9 14 744 120 841 1,037 260 77 429 28
12,830 12,821
0.6% -0.1%
113
Fulton County Board of Education, Georgia Teachers' Salaries
Last Ten Fiscal Years
Exhibit XXI
Fiscal Year 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
School District Minimum Salary 1
$39,132 39,132 39,132 39,132 40,308 40,308 41,916 44,016 44,892 44,982
State Minimum Salary 2, 3
$31,586 31,586 31,586 31,586 31,586 31,586 31,586 31,586 34,092 34,092
School District Percentage of State Minimum 3
123.9% 123.9% 123.9% 123.9% 127.6% 127.6% 132.7% 139.4% 131.7% 131.9%
School District Maximum Salary 1
$83,688 83,688 83,688 83,688 86,196 83,844 89,640 94,128 96,012 96,012
School District Average Salary 1
$61,410 61,410 61,410 61,410 63,252 62,076 75,008 65,386 78,035 60,894
Statewide Average Salary 3 $52,823 52,823 52,871 52,871 52,871 50,950 52,800 52,880 55,346 56,818
School District Percentage of State Average 3
116.3% 116.3% 116.1% 116.2% 119.6% 121.8% 142.1% 123.6% 141.0% 107.2%
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
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 Cogburn Woods(2004)
Square Feet Capacity
2010
108,426 850 832
101,655 775 719
88,460 650 752
106,004 850 693
116,824 850 766
77,949 525 537
131,594 900 861
109,312 850 839
116,284 850
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
2015
108,426 850 779
115,655 900 687
122,429 850 779
107,066 825 755
117,137 850 742
86,193 550 487
130,445 900 897
117,137 850 843
127,084 850
108,426 850 792
115,655 900 659
122,429 850 801
107,066 825 740
117,137 850 721
86,193 550 426
130,445 900 800
117,137 850 842
127,084 850
108,426 850 752
115,655 900 616
122,429 850 798
107,066 825 733
117,137 850 663
86,193 550 467
130,445 900 817
117,137 850 788
127,084 850
108,426 850 752
115,655 900 581
122,429 850 813
107,066 825 742
117,137 850 760
86,193 550 515
130,445 900 871
117,137 850 876
127,084 850
108,426 850 753
115,655 900 575
122,429 850 799
107,066 825 747
117,137 850 732
86,193 550 557
130,445 900 882
117,137 850 884
127,084 850
2016
108,426 850 753
115,655 900 575
122,429 850 799
107,066 825 747
117,137 850 732
86,193 550 557
130,445 900 882
117,137 850 884
127,084 850
2017
108,426 850 701
116,761 900 555
121,862 850 783
107,066 825 750
117,137 850 738
78,993 550 510
130,445 900 849
117,137 850 717
116,284 850
Exhibit XXII
2018
2019
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
116,284 850
108,426 850 634
116,761 900 573
121,862 850 749
107,066 825 616
117,137 850 735
78,993 550 484
130,445 900 684
117,137 850 742
116,284 850
115
School 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 Capacity Enrollment
Findley Oaks(1994) Square Feet
2010 1027
100,615 500 351
-
103,296 700 538
106,855 800 762
114,428 850 969
131,944 1025 979
114,428 850 677
-
122,849
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 921
2012 936
2013 941
2014 920
2015 915
100,615
-
-
-
-
475
-
-
-
-
276
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
98,590 700 491
98,590 700 478
98,590 700 496
98,590 700 514
98,590 700 476
106,855 800 735
106,855 800 730
106,855 800 758
106,855 800 780
106,855 800 786
118,028 850 952
118,028 850 994
118,028 850
1,014
118,028 850
1,000
118,028 850 976
139,144 1050 962
139,144 1,050 917
139,144 1,050 926
139,144 1,050 897
139,144 1,050 878
114,428 850 735
114,428 850 711
114,428 850 756
114,428 850 723
114,428 850 677
117,137 875 793
117,137 875 669
117,137 875 743
117,137 875 812
117,137 875 864
118,017
118,017
118,017
118,017
118,017
2016 915
-
-
98,590 700 476
106,855 800 786
118,028 850 976
139,144 1,050 878
114,428 850 677
117,137 875 864
118,017
2017 892
-
124,612 850 879
98,590 700 649
106,855 800 762
114,428 850 888
146,640 1,050 856
114,428 850 596
117,137 875 786
118,017
2018 863
-
124,612 850 795
98,590 700 603
106,855 800 771
114,428 850 892
146,640 1,050 835
114,428 850 578
117,137 875 786
118,017
2019 873
-
124,612 850 665
98,590 700 532
107,021 800 743
114,428 850 921
134,880 1,050 765
114,428 850 551
117,137 875 727
118,017
116
School Capacity
Enrollment Gullatt(1976)
Square Feet Capacity
Enrollment Hapeville(1939)
Square Feet Capacity
Enrollment Heards Ferry(1970)
Square Feet Capacity
Enrollment Heards Ferry(2015)
Square Feet Capacity
Enrollment Hembree Springs(2001)
Square Feet Capacity
Enrollment Heritage(2000)
Square Feet Capacity
Enrollment High Point(1961)
Square Feet Capacity
Enrollment Asa G. Hilliard (2015)
Square Feet Capacity
Enrollment Hillside(2001)
2010 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
2011 875 759
2012 875 707
2013 875 699
2014 875 727
2015 875 678
77,994 525 269
77,994 525 474
77,994 525 503
77,994 525 457
77,994 525 503
121,516 825 747
121,516 825 641
121,516 825 657
121,516 825 715
121,516 825 722
84,380 625 564
84,380 625 609
84,380 625 645
84,380 625 680
84,380 625 698
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
114,428 850 812
114,428 850 775
114,428 850 785
114,428 850 812
114,428 850 826
110,972 875 738
110,972 875 668
110,972 875 697
110,972 875 815
110,972 875 770
108,015 850 730
108,015 850 809
108,015 850 869
108,015 850 870
108,015 850 794
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2016 875 678
77,994 525 503
121,516 825 722
84,380 625 698
-
114,428 850 826
110,972 875 770
108,015 850 794
-
2017 875 640
77,994 525 529
121,516 825 702
-
134,561 925 724
114,428 850 641
110,972 875 673
108,015 850 761
125,924 850 704
2018 875 624
2019 875 586
77,994 525 667
118,911 875 742
121,516 825 692
121,516 825 625
-
-
-
-
-
-
134,561 925 775
134,561 925 805
114,428 850 633
114,428 850 609
110,972 875 597
110,972 875 503
108,015 850 710
108,015 850 684
125,924 850 646
125,924 850 543
117
School 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 Capacity Enrollment
S.L. Lewis(1973) Square Feet Capacity Enrollment
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
81,397 575 609
88,810 675 732
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 121,628
850 739
2012 121,628
850 721
2013 121,628
850 721
2014 121,628
850 700
2015 121,628
850 691
124,307 950 452
124,307 950 748
124,307 950 880
124,307 950 921
124,307 950 818
126,612 850 697
126,612 850 623
126,612 850 729
126,612 850 762
126,612 850 788
109,702 625 638
109,702 625 679
109,702 625 635
109,702 625 636
109,702 625 596
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
126,320 850 743
126,320 850 843
126,320 850 914
126,320 850 935
126,320 850 981
125,050 875 881
125,050 875 827
125,050 875 787
125,050 875 757
125,050 875 690
84,069 575 538
84,069 575 514
84,069 575 476
84,069 575 495
84,069 575 497
88,810 675 555
88,810 675 577
88,810 675 520
88,810 675 543
88,810 675 580
2016 121,628
850 691
124,307 950 818
126,612 850 788
109,702 625 596
-
126,320 850 981
125,050 875 690
84,069 575 497
88,810 675 580
2017 114,428
850 511
124,307 950 767
123,612 850 642
-
134,561 925 645
126,320 850 941
125,050 875 689
80,469 575 492
88,810 675 620
2018 114,428
850 521
2019 114,428
850 556
124,307 950 722
124,307 950 639
123,612 850 661
123,612 850 640
-
-
-
-
-
-
134,561 925 646
134,561 925 633
126,320 850 877
126,320 850 770
125,050 875 739
125,050 875 792
80,469 575 481
80,469 575 478
88,810 675 668
88,810 675 566
118
School Liberty Point(2002)
Square Feet Capacity
Enrollment Manning Oaks(1998)
Square Feet Capacity
Enrollment Medlock Bridge(1990)
Square Feet Capacity
Enrollment Mimosa(1968)
Square Feet Capacity
Enrollment Mt. Olive(1960)
Square Feet Capacity
Enrollment Mountain Park(1973)
Square Feet Capacity
Enrollment New Prospect(1994)
Square Feet Capacity
Enrollment Love T. Nolan(1975)
Square Feet Capacity
Enrollment Northwood(1996)
Square Feet Capacity
2010
114,428 850 728
108,429 850 765
106,855 825 691
132,641 1000 1029
89,256 725 523
121,980 1000 908
110,973 825 621
109,862 850 815
109,621 800
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
2015
114,428 850 689
114,428 850 672
114,428 850 706
114,428 850 738
114,428 850 775
108,426 850 839
108,426 850 807
108,426 850 794
108,426 850 801
108,426 850 813
106,855 825 671
106,855 825 689
106,855 825 675
106,855 825 648
106,855 825 670
137,252 1000 1112
137,252 1,000 1,065
137,252 1,000 1,063
137,252 1,000 1,123
137,252 1,000 1,106
89,256
89,256
89,256
89,256
-
725
725
725
725
-
512
706
595
661
-
119,526 1000 894
119,526 1,000 860
119,526 1,000 869
119,526 1,000 854
119,526 1,000 855
110,973 825 569
110,973 825 585
110,973 825 593
110,973 825 579
110,973 825 496
106,651 850 774
106,651 850 753
106,651 850 775
106,651 850 754
106,651 850 744
109,621 800
109,621 800
109,621 800
109,621 800
109,621 800
2016
114,428 850 775
108,426 850 813
106,855 825 670
137,252 1,000 1,106
-
119,526 1,000 855
110,973 825 496
106,651 850 744
109,621 800
2017
114,428 850 754
108,426 850 852
106,855 825 674
133,652 1,000 820
-
119,675 1,000 805
111,127 825 564
106,651 850 785
109,621 800
2018
2019
114,428 850 716
114,428 850 774
108,426 850 863
108,426 850 866
106,855 825 629
107,108 825 656
133,652 1,000 788
133,652 1,000 716
-
-
-
-
-
-
119,675 1,000 775
119,675 1,000 828
111,127 825 574
111,127 825 553
106,651 850 785
106,651 850 710
109,621 800
109,621 800
119
School 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 Capacity Enrollment
River Eves(1996) Square Feet Capacity Enrollment
Roswell North(1960) Square Feet
2010 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
116,284 850 689
109,621 775 765
125,873
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 725
2012 736
2013 742
2014 758
2015 743
106,378 575 573
106,378 575 466
106,378 575 492
106,378 575 462
106,378 575 463
122,250 875 757
122,250 875 722
122,250 875 761
122,250 875 804
122,250 875 816
114,428 850 760
114,428 850 771
114,428 850 765
114,428 850 811
114,428 850 797
149,400 625 518
149,400 625 531
149,400 625 569
149,400 625 568
149,400 625 556
87,450 625 425
87,450 625 521
87,450 625 500
87,450 625 475
87,450 625 461
97,370 675 657
97,370 675 638
97,370 675 615
97,370 675 622
97,370 675 643
116,284 850 712
116,284 850 728
116,284 850 744
116,284 850 811
116,284 850 765
109,621 775 782
109,621 775 823
109,621 775 836
109,621 775 847
109,621 775 811
125,873
125,873
125,873
125,873
125,873
2016 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
116,284 850 765
109,621 775 811
125,873
2017 711
-
122,250 850 812
114,428 850 752
147,770 625 557
87,450 625 569
97,640 675 600
116,284 850 677
109,621 775 622
125,873
2018 706
-
122,250 850 825
114,428 850 702
147,770 625 529
87,450 625 505
97,640 675 553
116,284 850 653
109,621 775 615
125,873
2019 659
-
122,250 875 773
114,428 850 694
147,770 625 378
87,450 625 424
97,640 675 583
116,284 850 616
109,621 775 580
125,873
120
School Capacity
Enrollment Shakerag(1997)
Square Feet Capacity
Enrollment Spalding Drive(1966)
Square Feet Capacity
Enrollment State Bridge Xing(1996)
Square Feet Capacity
Enrollment Stonewall Tell(1998)
Square Feet Capacity
Enrollment Summit Hill(1999)
Square Feet Capacity
Enrollment Sweet Apple(1997)
Square Feet Capacity
Enrollment Harriet Tubman(1961)
Square Feet Capacity
Enrollment Vickery Mill ES (2015)
Square Feet Capacity
Enrollment Evoline C. West(1970)
2010 1000 960
108,426 875 800
98,353 575 427
109,621 800 759
108,426 850 822
108,426 850 807
128,253 950 848
111,518 675 515
-
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 1000 1015
2012 1,000 1,044
2013 1,000 1,102
2014 1,000 1,050
2015 1,000 1,020
114,912 875 811
114,912 875 807
114,912 875 793
114,912 875 834
114,912 875 834
98,353 575 467
98,353 575 51
98,353 575 503
98,353 575 478
98,353 575 472
109,621 800 764
109,621 800 832
109,621 800 826
109,621 800 839
109,621 800 825
108,426 850 840
108,426 850 897
108,426 850 948
108,426 850
1,048
108,426 850
1,120
112,026 850 836
112,026 850 818
112,026 850 790
112,026 850 724
112,026 850 716
131,853 950 792
131,853 950 767
131,853 950 752
131,853 950 719
131,853 950 704
111,518 675 542
111,518 675 563
111,518 675 543
111,518 675 549
111,518 675 575
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2016 1,000 1,020
114,912 875 834
98,353 575 472
109,621 800 825
108,426 850
1,120
112,026 850 716
131,853 950 704
111,518 675 575
-
2017 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
-
129,999 750 577
2018 1,000 882
2019 1,000 930
114,912 875 687
114,912 875 659
83,162 550 422
83,162 550 381
109,621 800 771
109,621 800 737
108,426 850 681
108,426 850 716
108,426 850 697
108,426 850 714
128,253 950 786
128,253 950 778
-
-
-
-
-
-
129,999 750 494
129,999 850 518
121
School Square Feet Capacity Enrollment
Wilson Creek(2004) Square Feet Capacity Enrollment
Wolf Creek(2016) Square Feet Capacity Enrollment
Woodland(1971) Square Feet Capacity Enrollment
2010 112,750
750 905
116,284 850 902
-
137,674 1000 819
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 116,290
750 764
2012 116,290
750 725
2013 116,290
750 713
2014 116,290
750 795
2015 116,290
750 818
116,284 850 871
116,284 850 875
116,284 850 873
116,284 850 822
116,284 850 792
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
136,582 1000 886
136,582 1,000 895
136,582 1,000 921
136,582 1,000 921
136,582 1,000 907
2016 116,290
750 818
116,284 850 792
-
136,582 1,000 907
2017 112,750
750 800
116,284 850 801
123,500 875 740
135,647 1,000 923
2018 112,750
750 784
116,284 850 821
123,500 875 712
135,647 1,000 974
2019 112,750
750 803
116,284 850 803
123,500 875 834
135,647 1,000 1,005
122
School MIDDLE Autrey Mill(2004)
Square Feet Capacity
Enrollment Bear Creek(1990)
Square Feet Capacity
Enrollment Camp Creek(1985)
Square Feet Capacity
Enrollment Crabapple(1983)
Square Feet Capacity
Enrollment Elkins Pointe(2001)
Square Feet Capacity
Enrollment Haynes Bridge(1983)
Square Feet Capacity
Enrollment Holcomb Bridge(1983)
Square Feet Capacity
Enrollment Hopewell(2004)
Square Feet Capacity
Enrollment McNair(1969)
Square Feet
2010
185,787 1250 1251
154,813 1075 1003
119,632 950 803
121,662 1000 773
177,651 1200 897
126,499 1000 635
119,728 1000 684
179,783 1200 1161
167,857
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
2015
186,850 1200 1315
154,813 1075 1048
123,232 1000 780
133,836 1000 798
177,651 1175 891
126,432 1000 644
121,542 1000 708
179,783 1175 1185
165,391
186,850 1,200 1,363
154,813 1,075 1,085
123,232 1,000 768
133,836 1,000 836
177,651 1,175 908
126,432 1,000 667
121,542 1,000 732
179,783 1,175 1,259
165,391
186,850 1,200 1,394
154,813 1,075 1,060
123,232 1,000 736
133,836 1,000 948
177,651 1,175 1,053
126,432 1,000 697
121,542 1,000 802
179,783 1,175 1,349
165,391
186,850 1,200 1,379
154,813 1,075 968
123,232 1,000 693
133,836 1,000 940
177,651 1,175 1,102
126,432 1,000 741
121,542 1,000 831
179,783 1,175 1,331
165,391
186,850 1,200 1,385
154,813 1,075 962
123,232 1,000 738
133,836 1,000 950
177,651 1,175 1,125
126,432 1,000 742
121,542 1,000 835
179,783 1,175 1,338
165,391
2016
186,850 1,200 1,385
154,813 1,075 962
123,232 1,000 738
133,836 1,000 950
177,651 1,175 1,125
126,432 1,000 742
121,542 1,000 835
179,783 1,175 1,338
165,391
2017
213,048 1,450 1,472
156,120 1,075 1,131
119,632 1,000 520
123,036 1,000 984
177,651 1,175 1,054
126,432 1,000 789
121,542 1,000 754
201,471 1,400 1,484
-
2018
2019
213,048 1,450 1,454
156,120 1,075 1,161
119,632 1,000 592
123,036 1,000 953
177,651 1,175 1,037
126,432 1,000 746
121,542 1,000 712
201,471 1,400 1,500
-
213,048 1,450 1,360
156,120 1,075 1,220
119,632 1,000 622
123,036 1,000 907
177,651 1,175 1,055
126,432 1,000 683
121,542 1,000 699
201,471 1,400 1,375
-
123
School Capacity
Enrollment McNair(2016)
Square Feet Capacity
Enrollment Northwestern(1996)
Square Feet Capacity
Enrollment Renaissance(2007)
Square Feet Capacity
Enrollment Ridgeview(1968)
Square Feet Capacity
Enrollment River Trail(2001)
Square Feet Capacity
Enrollment Sandtown(2004)
Square Feet Capacity
Enrollment Sandy Springs(old)
Square Feet Capacity
Enrollment Sandy Springs(2002)
Square Feet Capacity
Enrollment Taylor Road(1990)
2010 1025 859
-
173,375 1075 1249
180,500 1200 1190
189,393 1200 745
177,651 1200 1574
179,783 1200 1120
-
162,272 875 832
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 1000 834
2012 1,000 728
2013 1,000 847
2014 1,000 829
2015 1,000 823
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
191,375 1100 1263
191,375 1,100 1,259
191,375 1,100 1,312
191,375 1,100 1,347
191,375 1,100 1,332
180,500 1175 1147
180,500 1,175 1,114
180,500 1,175 1,205
180,500 1,175 1,267
180,500 1,175 1,208
178,994 1200 820
178,994 1,200 912
178,994 1,200 965
178,994 1,200 1,096
178,994 1,200 1,107
202,851 1175 1488
202,851 1,175 1,511
202,851 1,175 1,521
202,851 1,175 1,443
202,851 1,175 1,405
179,783 1175 1110
179,783 1,175 1,148
179,783 1,175 1,142
179,783 1,175 1,168
179,783 1,175 1,168
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
176,672 875 897
176,672 875 876
176,672 875 910
176,672 875 880
176,672 875 920
2016 1,000 823
-
191,375 1,100 1,332
180,500 1,175 1,208
178,994 1,200 1,107
202,851 1,175 1,405
179,783 1,175 1,168
-
176,672 875 920
2017 -
201,471 1,400 801
173,375 1,100 1,358
180,500 1,175 1,172
180,848 1,200 1,137
177,651 1,175 1,165
179,783 1,175 858
-
190,398 1,250 872
2018 -
2019 -
201,471 1,400 778
189,682 1,250 890
173,375 1,100 1,314
173,375 1,100 1,251
180,500 1,175 1,182
180,500 1,175 1,248
180,848 1,200 1,136
180,848 1,200 1,069
177,651 1,175 1,218
177,651 1,175 1,279
179,783 1,175 909
179,783 1,175 996
-
-
-
-
-
-
190,398 1,250 899
190,398 1,250 910
124
School Square Feet Capacity Enrollment
Webb Bridge(1996) Square Feet Capacity Enrollment
Paul D. West(2002) Square Feet Capacity Enrollment
Woodland(1965) Square Feet Capacity Enrollment
Woodland(2009) Square Feet Capacity Enrollment
2010 154,880
1100 941
173,375 1125 1362
177,651 1200 856
-
186,530 1250 1041
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 154,880
1100 931
2012 154,880
1,100 962
2013 154,880
1,100 1,051
2014 154,880
1,100 1,036
2015 154,880
1,100 1,043
191,375 1150 1332
191,375 1,150 1,352
191,375 1,150 1,371
191,375 1,150 1,362
191,375 1,150 1,391
177,651 1175 761
177,651 1,175 772
177,651 1,175 761
177,651 1,175 756
177,651 1,175 733
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
186,530 1200 1078
186,530 1,200 1,229
186,530 1,200 1,076
186,530 1,200 1,099
186,530 1,200 1,033
2016 154,880
1,100 1,043
191,375 1,150 1,391
177,651 1,175 733
-
186,530 1,200 1,033
2017 183,771
1,400 1,337
173,375 1,175 1,265
177,651 1,175 906
-
186,530 1,200 942
2018 183,771
1,400 1,335
173,375 1,175 1,189
177,651 1,175 802
-
186,530 1,200 833
2019 183,771
1,400 1,362
173,375 1,175 1,187
177,651 1,175 831
-
186,530 1,200 801
125
School 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 Chattahoochee(1991)
Square Feet Capacity
Enrollment Creekside(1990)
Square Feet Capacity
Enrollment Independence(1953)
Square Feet Capacity
Enrollment Johns Creek(2009)
Square Feet
2010
343,036 2125 2255
220,975 1475 1325
-
-
254,916 1775 1950
243,204 1675 1861
245,894 1850 1431
-
320,885
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011
2012
2013
2014
2015
337,096 2175 2333
238,975 1475 1310
-
-
273,912 1925 1948
258,644 1875 1736
245,894 1850 1316
-
320,885
337,096 2,175 2,330
238,975 1,475 -
339,617 1,900 1,239
320,885 1,900 -
273,912 1,925 1,833
258,644 1,875 1,855
253,665 1,875 1,396
-
320,885
337,096 2,175 2,105
238,975 1,475 -
339,617 1,900 1,461
320,885 1,900 1,079
273,912 1,925 1,863
258,644 1,875 1,812
253,665 1,875 1,409
-
320,885
337,096 2,175 2,066
238,975 1,475 -
339,617 1,900 1,537
320,885 1,900 1,532
273,912 1,950 1,894
258,644 1,900 1,850
253,665 1,875 1,433
-
320,885
337,096 2,175 2,061
238,975 1,475 -
339,617 1,900 1,411
320,885 1,900 1,785
273,912 1,950 1,847
258,644 1,900 1,879
253,665 1,875 1,635
-
320,885
2016
337,096 2,175 2,061
238,975 1,475 -
339,617 1,900 1,411
320,885 1,900 1,785
273,912 1,950 1,847
258,644 1,900 1,879
253,665 1,875 1,635
-
320,885
2017
337,096 2,175 2,142
-
339,617 1,900 1,456
328,585 1,925 1,990
275,849 1,950 2,009
269,107 1,950 1,956
256,705 1,900 1,752
-
320,885
2018
2019
337,096 2,175 2,255
-
339,617 1,900 1,543
328,585 1,925 1,989
275,849 1,950 1,934
269,107 1,950 1,965
256,705 1,900 1,786
-
320,885
337,096 2,175 2,302
-
339,617 1,900 1,393
328,585 1,925 2,087
275,824 1,950 1,909
269,011 1,950 1,888
256,705 1,900 1,699
43,260 350 268
320,885
126
School 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 Capacity
Enrollment North Springs(1963)
Square Feet Capacity
Enrollment Northview(2002)
Square Feet Capacity
Enrollment Riverwood(1971)
Square Feet Capacity
Enrollment Roswell(1990)
2010 1900 1212
340,817 2200 2179
97,789 270 323
-
343,450 1950 2536
258,589 900 338
314,530 1775 1337
270,000 1875 2134
249,132 1325 1459
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 1900 1615
2012 1,900 1,842
2013 1,900 1,933
2014 1,900 1,974
2015 1,900 2,011
350,282 2175 2256
350,282 2,175 1,856
350,282 2,175 1,681
350,282 2,175 1,808
350,282 2,175 1,890
95,205 253 253
95,205 253 312
95,205 253 270
95,205 253 262
95,205 253 212
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
375,850 1950 2628
375,850 1,950 2,654
375,850 1,950 2,180
375,850 1,950 2,010
375,850 1,950 2,021
258,589 625 325
258,589 625 264
258,589 625 268
258,589 625 258
258,589 625 176
297,170 1775 1445
297,170 1,775 1,552
297,170 1,775 1,646
297,170 1,775 1,618
297,170 1,775 1,653
303,978 1875 1895
303,978 1,875 1,843
303,978 1,875 1,836
303,978 1,875 1,903
303,978 1,875 1,922
259,932 1325 1664
259,932 1,325 1,634
259,932 1,325 1,715
259,932 1,325 1,672
259,932 1,325 1,551
2016 1,900 2,011
350,282 2,175 1,890
95,205 253 212
-
375,850 1,950 2,021
258,589 625 176
297,170 1,775 1,653
303,978 1,875 1,922
259,932 1,325 1,551
2017 1,900 2,092
350,282 2,175 1,951
95,205 253 212
-
343,450 1,950 2,304
258,589 625 203
301,052 1,775 1,632
293,923 1,900 1,819
259,932 1,325 1,535
2018 1,900 2,144
2019 1,900 2,111
350,282 2,175 1,895
350,282 2,175 1,914
95,205 253 400
95,205 253 193
-
-
-
-
-
-
343,450 1,950 2,382
343,450 1,950 2,340
258,589
-
625
-
400
-
301,052 1,775 1,576
301,052 1,775 1,516
293,923 1,900 1,816
293,923 1,900 1,754
259,932 1,325 1,688
* 1,725 1,801
127
School 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 Capacity Enrollment South Crossroads(1977) Square Feet Capacity Enrollment
Data Source District records
* Not available
2010 264,656
1975 2404
278,042 2000 1885
-
328,617 1900 1949
67,724 *
105
67,899 *
131
Fulton County Board of Education, Georgia School Building Information Last Ten Fiscal Years
2011 289,455
2000 2471
2012 289,455
2,000 2,465
2013 289,455
2,000 2,321
2014 289,455
2,000 2,218
2015 289,455
2,000 2,078
299,668 2000 1845
299,668 2,000 1,844
299,668 2,000 1,828
299,668 2,000 1,650
299,668 2,000 1,702
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
328,617 1925 2102
328,617 1,925 1,914
328,617 1,925 1,795
328,617 1,925 1,883
328,617 1,925 2,023
54,978 *
54
45,553 *
66
54,978 * -
45,553 * -
54,978 * -
45,553 * -
54,978 * -
45,553 * -
54,978 * 0
45,553 * 0
2016 289,455
2,000 2,078
299,668 2,000 1,702
-
328,617 1,925 2,023
54,978 * 0
45,553 * 0
2017 297,295
1,975 2,238
288,308 2,000 1,745
-
323,804 1,925 2,184
54,978 * 0
* -
2018 297,295
1,975 2,246
2019 267,295
2,000 2,212
288,308 2,000 1,610
288,308 2,000 1,489
-
-
-
-
-
-
323,804 1,925 2,205
323,804 1,925 2,082
54,978 * 0
* -
54,978 * 0
* 0
128
Lunch Meals Served Free Reduced Paid
Total Lunch Meals Served
Daily Average
Student Price
Breakfast Meals Served Free Reduced Paid
Total Breakfast Meals Served
Daily Average Student Price
Total Meals Served Free Reduced Paid
Total Meals Served
Daily Average Data Source School System's food service program School Nutrition Financial Analyst
Fulton County Board of Education, Georgia Food Service Operating Statistics Last Ten Fiscal Years
(Amounts Expressed in Thousands)
Exhibit XXIII
For the Fiscal Year Ended June 30,
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
4,800 527
3,032
8,359
47 $2.00-$2.25
4,926 405
2,606
7,937
46 $2.00-$2.25
5,090 464
2,382
7,936
41 $2.10-$2.35
5,118 439
2,092
7,649
43 $2.20-$2.45
4,956 384
1,847
5,257 427
2,411
7,187
8,095
42 $2.25-$2.50
46 $2.25-$2.50
5,513 358
2,341
8,212
46 $2.25-$2.50
5,375 308
2,306
7,989
45 $2.35-$2.60
4,936 304
2,238
7,478
44 $2.45-$2.70
4,903 288
2,421
7,612
43 $2.45-$2.70
2,649 243 631
3,523
20
$1.00-$1.15
2,736 192 578 3,506
20
$1.00-$1.15
2,850 224 536 3,610
19
$1.05-$1.20
2,924 218 526 3,668
19
$1.05-$1.20
3,030 204 527 3,761
22
$1.05-$1.20
2,997 197 504
3,698
21
$1.05-$1.20
3,224 168 480
3,872
22
$1.05-$1.20
3,150 136 460
3,746
21
$1.05-$1.20
2,880 134 468
3,482
20
$1.05-$1.20
2,881 133 496
3,510
20
$1.10-$1.25
7,449 770
3,663
11,882
67
7,662 597
3,184
11,443
66
7,940 688
2,918
11,546
60
8,042 657
2,618
11,317
62
7,986 588
2,374
10,948
64
8,254 624
2,915
11,793
67
8,737 526
2,821
12,084
68
8,525 444
2,766
11,735
66
7,816 438
2,706
10,960
64
7,784 421
2,917
11,122
63
129
Fulton County Board of Education, Georgia Enrollment by Grade Level (Unaudited) 1 Last Ten Fiscal Years
Exhibit XXIV
Grade Level 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 Total
Annual Percentage Change
2010 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 90,399
2.4%
2011 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 91,864
1.6%
2012 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
92,604
0.8%
2013 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
93,907
1.4%
Data Source 1 Georgia Department of Education, 1st annual count, October of each year
https://oraapp.doe.k12.ga.us/ows-bin/owa/fte_pack_enrollgrade.entry_form
2014 2,118 6,975 7,274 7,188 7,257 7,167 7,312 7,053 7,244 7,207 7,933 7,306 6,776 6,422
95,232
1.4%
2015 2,084 6,881 7,113 7,403 7,278 7,225 7,189 7,075 7,094 7,297 8,134 7,481 6,721 6,485
95,460
0.2%
2016 2,138 6,502 6,835 7,131 7,156 7,403 7,302 7,124 7,242 7,227 8,069 7,854 7,391 6,748
96,122
0.7%
2017 2,086 6,497 6,620 6,852 7,145 7,072 7,443 7,301 7,045 7,284 8,109 7,611 7,433 7,036
95,534
-0.6%
2018 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
94,491
-1.1%
2019 2,151 6,188 6,389 6,607 6,610 6,895 7,202 7,098 7,291 7,355 8,112 7,788 7,300 6,911
93,897
-0.6%
130
SPECIAL REPORTS SECTION
FULTON COUNTY BOARAD OF EDUCATION, GEORGIA Special Purpose Local Option Sales Tax Projects Fiscal Year Ended June 30, 2019
SPLOST II
PROJECT NEW SCHOOLS SCHOOL REPLACEMENT SCHOOL ADDITIONS LOCAL SCHOOL NEEDS LAND BANK GENERAL FUND TRANSFER CAPITAL OPERATIONS COST DEBT SERVICES FURNITURE AND EQUIPMENT TECHNOLOGY TRANSPORTATION PROGRAM RESERVE SPLOST II FUND TOTAL
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/GENERAL FUND TRANSFER PROGRAM MANAGEMENT TRANSPORTATION
SPLOST III FUND TOTAL
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
FISCAL YEARS
YEAR
$
349,600,000 $
289,891,838 $
289,891,838 $
49,300,000
102,978,805
102,978,805
14,100,000
47,400,886
47,400,886
-$ -
9,731,000
50,484,279
50,484,279
-
12,285,000
-
23,408,760 13,670,478
-
23,408,760 10,436,890
-
3,233,588
60,000,000
69,569,263
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 $
685,629,144 $
682,395,556 $
3,233,588 $
BALANCE
-
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
FISCAL YEARS
YEAR
$
386,310,186 $
256,804,008 $
256,804,008 $
-$
160,518,622
158,614,884
158,614,884
-
70,091,346
55,657,155
55,657,155
-
106,636,418
99,708,239
99,708,239
-
-
2,739,866
2,739,866
-
90,255,887
90,255,888
90,255,888
-
10,000,000
10,778,688
10,778,688
-
1,962,560
4,954,645
4,954,645
-
71,783,508
71,429,749
71,429,749
-
-
11,421,896
11,421,896
-
59,494,017
39,104,541
37,698,490
1,406,051
-
20,015,208
20,015,208
-
31,295,793
24,320,913
24,320,913
-
$
988,348,336 $
845,805,680 $
844,399,629 $
1,406,051 $
BALANCE
-
-
PROJECT STATUS Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed
PROJECT STATUS Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed
SPLOST IV
PROJECT NEW SCHOOLS SCHOOL ADDITIONS SCHOOL REPLACEMENT LOCAL SCHOOL NEEDS CAPITAL OPERATIONS COST DEBT SERVICES GENERAL FUND TRANSFER FURNITURE AND EQUIPMENT HEALTH AND SAFETY INFORMATION TECHNOLOGY INTEREST PROGRAM MANAGEMENT PROGRAM RESERVE PROJECT RESERVE TRANSPORTATION
SPLOST IV FUND TOTAL
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 PROJECT RESERVE SPLOST IV FUND TOTAL
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
FISCAL YEARS
YEAR
$
108,308,097 $
87,204,585 $
87,154,585 $
2,200 $
60,142,875
79,744,524
71,653,740
128,803
138,652,377 203,967,829
7,690,541
176,287,962 208,873,823
18,450,000
148,268,109 205,219,440
17,297,908
7,556,886 1,203,820
-
68,831,729
70,154,742
70,154,742
-
14,725,000 3,240,000
174,630,705
4,750,833 24,731,026
2,960,328 175,030,931
23,184,302
2,834,727 172,961,558
4,750,833 328,820 41,496 397,811
429,600
8,895,464
8,434,577
-
14,746,684 10,688,076
35,420,000
17,297,909 705,470
2,732,328 18,741,261
17,010,585 -
18,720,643
14,935 -
8,622
$
841,473,513 $
896,561,186 $
842,894,916 $
14,434,226 $
BALANCE
47,800 7,961,981 20,462,967 2,450,563 1,152,092
1,217,904 84,105 1,671,562 460,887 272,389 705,470 2,732,328 11,996
39,232,044
PROJECT STATUS
Ongoing Ongoing Ongoing Ongoing Ongoing Completed Completed Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing
ORIGINAL ESTIMATE
CURRENT ESTIMATE
EXPENDED
EXPENDED PRIOR CURRENT FISCAL
FISCAL YEARS
YEAR
$
138,780,679 $
120,462,738 $
4,111,433 $
21,307,268 $
147,050,688
161,257,982
6,559,296
32,722,153
201,416,521 18,000,000 8,000,000 60,387,407
202,604,706 19,633,511 8,000,000 61,659,134
4,546,208 2,640,516
16,941,909
41,681,820 2,882,192 -
13,605,329
35,820,000
35,423,505
2,698,777
4,490,898
15,750,000 160,000,000
8,427,680
15,190,000 158,366,489
9,134,216
1,886,322 29,015,925
866,803
4,542,351 22,834,955
1,685,535
20,000,000
20,000,000
2,542,065
4,238,224
110,892,976 35,550,000 -
48,236,785 36,110,000 34,347,279
6,139,931
-
9,814,017
-
$
960,075,951 $
930,426,345 $
77,949,185 $
159,804,742 $
BALANCE
95,044,037 121,976,533 156,376,678
14,110,803 8,000,000
31,111,896 28,233,830
8,761,327 106,515,609
6,581,878 13,219,711 48,236,785 20,156,052 34,347,279 692,672,418
PROJECT STATUS
Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing
Notes: This schedule includes total project costs funded by sales taxes, state capital outlay reimbursements and other local funding sources.
131
Fulton County Board of Education, Georgia Schedule of Lottery Expenditures - by Object
For the Fiscal Year Ended June 30, 2019
Expenditures
Salaries - teachers
$
Salaries - clerical
Salaries - other
Employee benefits
Other purchased services
Communication
Travel-Employees
Material and supplies
Total Expenditures
$
Pre-Kindergarten
3,428,922 72,518
1,810,977 2,337,766
37,946 1,620 6,418 92,893
7,789,060
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, 2019
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
$
29,103,086 $ 28,510,604 $
51,468 $ 28,562,072
6,313,916
1,615,026
29,945
1,644,971
73,541,265
84,055,806
4,426,780
88,482,586
17,740,511
6,326,503
237,975
6,564,478
39,245,956
31,736,017
426,348
32,162,365
8,684,965
6,040,981
206,033
6,247,014
62,598,481
57,901,199
2,265,693
60,166,892
-
10,949
-
10,949
68,258,764
78,071,754
5,961,970
84,033,724
13,318,676
10,576,413
712,021
11,288,434
69,026,438
-
-
-
-
36,327
-
36,327
-
7,684,384
-
7,684,384
-
66,879,532
11,109
66,890,641
-
2,809,974
(297)
2,809,677
-
1,077,504
-
1,077,504
39,457,121
30,835,587
38,731
30,874,318
10,169,267
5,780,585
656,203
6,436,788
4,862,179
1,137,412
-
1,137,412
13,531,819
14,174,434
255,724
14,430,158
455,852,444 12,284,094 2,103,957
435,260,991 12,610,049 -
15,279,703 1,975,573 -
450,540,694 14,585,622 -
$
470,240,495 $ 447,871,040 $
17,255,276 $ 465,126,316
133
Single Audit Section
Riverwood High Renee Alnoubani 11th 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, 2019, 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 23, 2019.
Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered the School System's internal control over financial reporting ("internal control") to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the School System's internal control. Accordingly, we do not express an opinion on the effectiveness of the School System's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
200 GALLERIA PARKWAY S.E., SUITE 1700 ATLANTA, GA 30339-5946 770-955-8600 800-277-0080 FAX 770-980-4489 www.mjcpa.com Members of The American Institute of Certified Public Accountants
Compliance and Other Matters As part of obtaining reasonable assurance about whether the Fulton County Board of Education's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose.
Atlanta, Georgia December 23, 2019
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, 2019. 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, 2019.
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
Others Matters
The results of our auditing procedures disclosed instances of noncompliance, which are required to be reported in accordance with the Uniform Guidance and which are described in the accompanying schedule of findings and questioned costs as items 2019-001 and 2019-002. Our opinion on each major federal program is not modified with respect to these matters.
The School System's responses to the noncompliance findings identified in our audit are described in the accompanying schedule of findings and questioned costs and management's corrective action plan. The School System's responses were not subjected to the auditing procedures applied in the audit of compliance and, accordingly, we express no opinion on them.
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 and therefore, material weaknesses or significant deficiencies may exist that were not identified. We identified certain deficiencies in internal control over compliance, as described in the accompanying schedule of findings and questioned costs as items 2019-001 and 2019-002, that we consider to be material weaknesses.
The School System's responses to the internal control over compliance findings identified in our audit are described in the accompanying schedule of findings and questioned costs and management's corrective action plan. The School System's responses were not subjected to the auditing procedures applied in the audit of compliance and accordingly, we express no opinion on the responses.
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 23, 2019
137
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
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)
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 10.555 10.555 10.555
10.582
N/A
$
6,511,660
N/A
78,328
N/A
18,428,753
N/A
2,864,545
27,883,286
N/A
648,758
28,532,044
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
22,757,480 681,529
23,439,009
1,302,832
2,394,726 9,000
2,403,726
155,124
766,800 136,716 903,516
1,065,518
17,111,939 416,298 229,336
17,757,573 (Continued)
138
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
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
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)
NATIONAL HISTORIC PUBLICATION AND RECORDS COMMISSION (NHPRC): Passed through University System of Georgia: Georgia Historical Records Advisory Council (GHRAC)
CFDA Number
PassThrough Entity ID Number
Total Expenditures
84.282
N/A
84.282
N/A
84.048
N/A
84.048
N/A
84.196
N/A
84.336
N/A
66.039
N/A
1,456,872 32,714
1,489,586 757,962 21,709 779,671 67,113
148,578 49,512,246
2,140,834
12.unknown
N/A
20.601
N/A
unknown
N/A
715,090 4,775 3,210
* Denotes a major federal award program
Total Expenditures of Federal Awards
See the Note to the Schedule of Expenditures of Federal Awards
$ 80,908,199
139
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
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, 2019
SECTION I SUMMARY OF AUDITOR'S RESULTS
Financial Statements Type of report the auditor issued on whether the financial
statements were prepared in accordance with GAAP
Internal control over financial reporting: Material weakness(es) identified?
Significant deficiency(ies) identified?
Noncompliance material to financial statements noted?
Unmodified
____ yes ____ yes ____ yes
X no X none reported X no
Federal Awards Internal Control over major federal programs: Material weakness(es) identified?
Significant deficiency(ies) identified?
Type of auditor's report issued on compliance for major federal programs
Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)?
Identification of major federal program:
CFDA Number
X yes ____ yes
no X none reported
Unmodified
X yes
no
Name of Federal Program or Cluster
84.027 & 84.173
U.S. Department of Agriculture Title VI, Part B Individuals with Disabilities in Education Act (IDEA) Special Education Cluster
84.010
U.S. Department of Education Title I, Part A
Dollar threshold used to distinguish between Type A and Type B programs:
$2,427,246
Auditee qualified as low-risk auditee?
____ yes X no
141
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
None reported.
SECTION II FINANCIAL STATEMENT FINDINGS AND RESPONSES
142
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
SECTION III FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS
2019-001 Procurement Requirements for Federally Funded Projects U.S. Department of Education for Title VI-B, (CFDA #84.027 & 84.173)
Criteria: Internal controls should be in place to ensure that every contract includes any clauses required by Federal statutes and executive orders and their implementing regulations. Local governments should use procurement procedures that conform to applicable Federal law and regulations and standards identified in the Uniform Guidance. 2 CFR Part 200 states that non-Federal entities are prohibited from contracting with or making sub-awards under covered transactions to parties that are suspended or debarred or whose principals are suspended or debarred.
Condition and Context: During our testing of procurement, suspension, and debarment for covered transactions, we noted the School System's Contracting Department had not been informed that certain purchases were being procured with Federal funds and therefore they did not test certain vendors for inclusion on the Federal suspended or debarred list. Six (6) out of seven (7) vendors reviewed during our testing were not reviewed by the School System in accordance with the procurement, suspension, and debarment compliance requirement nor was a clause included in the covered transaction contract requiring the vendor not be suspended or debarred.
Cause: The Contracting Department of the School System was aware of the suspension and debarment requirement but was not aware that certain vendors were being procured using Federally-sourced funding. Therefore, they did not test these vendors prior to entering into covered transactions; however, during our testing, there were no parties noted on the excluded parties listing.
Effects: Not performing a verification check for covered transactions, by checking the Excluded Parties List System (EPLS), collecting a certification from the vendor, or adding a clause or condition to the covered transaction with the vendor could result in Federal funds being used to pay a vendor who has been suspended or debarred.
Questioned Costs: None
Recommendation: We recommend the School System take necessary steps in the future to ensure there is a verification check for covered transactions, by checking the EPLS, collecting a certification from the vendor, or adding a clause or condition to the contract with a vendor prior to paying any Federal funds to a particular entity. Communication should be improved within the School System in terms of identifying federally funded contracts to ensure the School System is in compliance with 2 CFR part 200.
Auditee's Response: The Procurement Department is updating their internal justification forms to include a question which asks whether or not Federal funds are associated with a purchase so as to correctly identify Federal funding sources.
143
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
SECTION III FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS
2019-002 Time & Effort Logs U.S. Department of Education for Title VI, Part B, (CFDA #84.027 & 84.173)
Criteria: In accordance with the terms of the Title VI, Part B and 2 CFR Part 200, specific documentation must be maintained to support salaries and wages charged to the federal program. The School System's policy includes a process where employees who are expected to work solely on a single federal award or cost objective, charges for their salaries and wages will be supported by periodic certifications that the employees worked solely on that program for the period covered by the certification. These certifications will be prepared at least semi-annually and will be signed by the employee or supervisory official having first-hand knowledge of the work performed by the employee. Where employees work on multiple activities or cost objectives, the School System's policy requires a distribution of their salaries or wages be supported by personnel activity reports or equivalent documentation Condition and Context: For fiscal year ended June 30, 2019, internal controls over compliance were not sufficient to ensure the School System was properly charging payroll costs which were reimbursed by the Title VI, Part B grants in accordance with their policy. In our sample of fifty-three (53) employees who were paid with Title VI, Part B funds, we noted two (2) instances in which employees whose activities were split between multiple cost objectives had not recorded their time and effort due to a malfunction of the software used to track time and effort. Cause: Malfunction of software used for time and effort caused certain employees not to track their time and effort. Effects or possible effects: Not tracking time and effort can result in spending Federal funds on unallowable costs . Questioned Costs: Likely questioned costs of approximately $389,000. Recommendation: We recommend the School System take steps to ensure that time and effort continues to be tracked even when there are software malfunctions. Auditee's Response: We will continue to review our internal controls to ensure that a system is in place to maintain time and effort even in the event of software malfunctions.
144
FULTON COUNTY BOARD OF EDUCATION, GEORGIA
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS FOR THE FISCAL YEAR ENDED JUNE 30, 2019
STATUS OF PRIOR FISCAL YEAR AUDIT FINDINGS 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. Status: Corrected for the current fiscal year's audit.
145
BOARD OF EDUCATION
Linda P. Bryant, President Julia C. Bernath, Vice President Gail Dean Kimberly Dove Linda McCain
Katie Reeves Katha Stuart Mike Looney, Ed.D., Superintendent
2019-001 Procurement Requirements for Federally Funded Projects U.S. Department of Education for Title VI-B, (CFDA #84.027 & 84.173)
Criteria: Internal controls should be in place to ensure that every contract includes any clauses required by Federal statutes and executive orders and their implementing regulations. Local governments should use procurement procedures that conform to applicable Federal law and regulations and standards identified in the Uniform Guidance. 2 CFR Part 200 states that non-Federal entities are prohibited from contracting with or making sub-awards under covered transactions to parties that are suspended or debarred or whose principals are suspended or debarred.
Condition and Context: During our testing of procurement, suspension, and debarment for covered transactions, we noted the School System's Contracting Department had not been informed that certain purchases were being procured with Federal funds and therefore they did not test certain vendors for inclusion on the Federal suspended or debarred list. Six (6) out of seven (7) vendors reviewed during our testing were not reviewed by the School System in accordance with the procurement, suspension, and debarment compliance requirement nor was a clause included in the covered transaction contract requiring the vendor not be suspended or debarred.
Cause: The Contracting Department of the School System was aware of the suspension and debarment requirement but was not aware that certain vendors were being procured using Federally-sourced funding. Therefore, they did not test these vendors prior to entering into covered transactions; however, during our testing, there were no parties noted on the excluded parties listing.
Effects: Not performing a verification check for covered transactions, by checking the Excluded Parties List System (EPLS), collecting a certification from the vendor, or adding a clause or condition to the covered transaction with the vendor could result in Federal funds being used to pay a vendor who has been suspended or debarred.
Questioned Costs: None
Recommendation: We recommend the School System take necessary steps in the future to ensure there is a verification check for covered transactions, by checking the EPLS, collecting a certification from the vendor, or adding a clause or condition to the contract with a vendor prior to paying any Federal funds to a particular entity. Communication should be improved within the School System in terms of identifying federally funded contracts to ensure the School System is in compliance with 2 CFR part 200.
Auditee's Response: The Procurement Department is updating their internal justification forms to include a question which asks whether or not Federal funds are associated with a purchase so as to correctly identify Federal funding sources.
146
Corrective Action Plan: 1) At the beginning of every fiscal year, the Accounting office will provide the Contracting department with
a list of federal funding sources.
2) Prior to the creation of a vendor (or other type of contracting authorization) using federal funding sources, the EPLS will be checked to ensure eligibility.
3) On a quarterly basis, the Accounting Department will run vendor reports to cross reference vendor list with EPLS and will notify the Contracting department with any change of status.
Anticipated Completion Date: The School District will begin implementation of the Correction Action Plan in January of 2020.
2019-002 Time & Effort Logs U.S. Department of Education for Title VI, Part B, (CFDA #84.027 & 84.173)
Criteria: In accordance with the terms of the Title VI, Part B and 2 CFR Part 200, specific documentation must be maintained to support salaries and wages charged to the federal program. The School System's policy includes a process where employees who are expected to work solely on a single federal award or cost objective, charges for their salaries and wages will be supported by periodic certifications that the employees worked solely on that program for the period covered by the certification. These certifications will be prepared at least semi-annually and will be signed by the employee or supervisory official having first-hand knowledge of the work performed by the employee. Where employees work on multiple activities or cost objectives, the School System's policy requires a distribution of their salaries or wages be supported by personnel activity reports or equivalent documentation
Condition and Context: For fiscal year ended June 30, 2019, internal controls over compliance were not sufficient to ensure the School System was properly charging payroll costs which were reimbursed by the Title VI, Part B grants in accordance with their policy. In our sample of fifty-three (53) employees who were paid with Title VI, Part B funds, we noted two (2) instances in which employees whose activities were split between multiple cost objectives had not recorded their time and effort due to a malfunction of the software used to track time and effort.
Cause: Malfunction of software used for time and effort caused certain employees not to track their time and effort.
Effects or possible effects: Not tracking time and effort can result in spending Federal funds on unallowable costs.
Questioned Costs: Likely questioned costs of approximately $389,000.
Recommendation: We recommend the School System take steps to ensure that time and effort continues to be tracked even when there are software malfunctions.
Auditee's Response: We will continue to review our internal controls to ensure that a system is in place to maintain time and effort even in the event of software malfunctions.
147
Corrective Action Plan: 1. The School District has an additional software system called CRATE which is used to track
time and effort for the Title I programs. The Special Ed team will begin using this system to track time and effort to ensure fidelity in the collection of the certificates. 2. If there are additional system failures, the School District will switch over to the manual process identified below:
Financial Analyst will run funding report Specialist will merge funding report with Certificate template in WORD to create
a mirror version of the certificate within SAP. Anticipated Completion Date: The School District will begin implementation of the Correction Action Plan in January of 2020.
148