NORTHEAST GEORGIA REGIONAL LIBRARY
CLARKESVILLE, GEORGIA REPORT ON AUDIT
OF THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2006
STATE OF GEORGIA
DEPARTMENT OF AUDITS AND ACCOUNTS
Russell W. Hinton State Auditor
NORTHEAST GEORGIA REGIONAL LIBRARY - TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
EXHIBITS
BASIC FINANCIAL STATEMENTS
DISTRICT-WIDE FINANCIAL STATEMENTS
A
STATEMENT OF NET ASSETS
1
B
STATEMENT OF ACTIVITIES
2
FUND FINANCIAL STATEMENTS
C
BALANCE SHEET
GOVERNMENTAL FUNDS
4
D
RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET
TO THE STATEMENT OF NET ASSETS
5
E
STATEMENT OF REVENUES, EXPENDITURES AND CHANGES
IN FUND BALANCES
GOVERNMENTAL FUNDS
6
F
RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT
OF REVENUES, EXPENDITURES AND CHANGES IN FUND
BALANCES TO THE STATEMENT OF ACTIVITIES
7
G
NOTES TO THE BASIC FINANCIAL STATEMENTS
8
SCHEDULES
REQUIRED SUPPLEMENTARY INFORMATION
1 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES
IN FUND BALANCES - BUDGET AND ACTUAL
GENERAL FUND
17
SUPPLEMENTARY INFORMATION
SCHEDULES OF REVENUE
2
STATE
18
3
FEDERAL
19
4
LOCAL
20
5 SCHEDULE OF SALARIES AND TRAVEL
21
NORTHEAST GEORGIA REGIONAL LIBRARY - TABLE OF CONTENTS -
SECTION II FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION III MANAGEMENT'S RESPONSES SCHEDULE OF MANAGEMENT'S RESPONSES
SECTION I FINANCIAL
Russell W. Hinton
STATE AUDITOR
(404) 656-2174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
August 8, 2007
Honorable Sonny Perdue, Governor Members ofthe General Assembly Members of the Board of Regents of the University System of Georgia
and Director and Members ofthe Northeast Georgia Regional Library Board
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
Ladies and Gentlemen:
We have audited the accompanying financial statements of the governmental activities and each major fund (Exhibits A through G) ofthe Northeast Georgia Regional Library as ofand for the year ended June 30, 2006, which collectively comprise the Library's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the Northeast Georgia Regional Library's management. Our responsibility is to express opinions on these financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States ofAmerica. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions.
In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities and each major fund of the Northeast Georgia Regional Library, as of June 30, 2006, and the respective changes in financial position thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America.
2006ARL-41
The Northeast Georgia Regional Library has not presented Management's Discussion and Analysis that accounting principles generally accepted in the United States has determined is necessary to supplement, although not to be part of, the basic financial statements.
The Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual, as presented on page 17 is not a required part of the basic financial statements but is supplementary information required by the accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods ofmeasurement and presentation ofthe required supplementary information. However, we did not audit the information and express no opinion on it.
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Northeast Georgia Regional Library's basic financial statements. The accompanying supplementary information which consist ofSchedules 2 through 5, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit ofthe basic financial statements, and in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole.
A copy of this report has been filed as a permanent record in the office of the State Auditor and made available to the press of the State, as provided for by Official Code of Georgia Annotated section 50-6-24.
Respectfully submitted,
~w.~~
Russell W. Hinton, CPA, CGFM State Auditor
RWH:gp 2006ARL-41
NORTHEAST GEORGIA REGIONAL LIBRARY
NORTHEAST GEORGIA REGIONAL LIBRARY STATEMENT OF NET ASSETS JUNE 30, 2006
ASSETS Cash and Cash Equivalents Investments Accounts Receivable, Net
State Government Capital Assets
Library Collections Less: Accumulated Depreciation
Total Assets
LIABILITIES Contracts Payable Retainages Payable Long-Term Liabilities
Due in More Than One Year Total Liabilities NET ASSETS
Invested in Capital Assets, Net of Related Debt Unrestricted
Total Net Assets
Total Liabilities and Net Assets
EXHIBIT"A"
GOVERNMENTAL ACTIVITIES
$
87,537
50,000
98,697
1,424,580 -1,049,872
$ ====6=10:!:9=4=2
$
70,759
28,799
26,360
$
125 918
$
374,708
110 316
$
485 024
$ ====6=1=0'=94=2=
The notes to the basic financial statements are an integral part of this statement. -1-
NORTHEAST GEORGIA REGIONAL LIBRARY STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2006
GOVERNMENTAL ACTIVITIES
Current Services Public Services Technical Services Support Services Maintenance and Operations Information Technology
Total Governmental Activities
General Revenues Allotments from Participating Governments Investment Earnings Miscellaneous
Total General Revenues
Change in Net Assets
Net Assets - Beginning of Year
Net Assets - End of Year
EXPENSES
CHARGES FOR SERVICES
$
516,627 $
66
126,561
155,490
20,755
80 904
$
900 337 $
66
The notes to the basic financial statements are an integral part of this statement. -2-
EXHIBIT"B"
PROGRAM REVENUES
OPERATING
CAPITAL
GRANTS AND
GRANTS AND
CONTRIBUTIONS CONTRIBUTIONS
NET (EXPENSES) REVENUES
AND CHANGES IN NET ASSETS
$
364,497 $
296,289 $
144,225
-126,561
-155,490
179,189
158,434
-80 904
$
543,686 $
296,289 $
-60,296
$
72,969
2,012
9464
$
84445
$
24,149
460 875
$ ====4=8=5=0=24=
-3-
NORTHEAST GEORGIA REGIONAL LIBRARY BALANCE SHEET
GOVERNMENTAL FUNDS
JUNE 30, 2006
EXHIBIT"C"
ASSETS Cash and Cash Equivalents Investments Accounts Receivable, Net
State Government
Total Assets
LIABILITIES AND FUND BALANCES LIABILITIES
Contracts Payable Retainages Payable
Total Liabilities FUND BALANCES
Unreserved Undesignated Reported in: General Fund
Total Liabilities and Fund Balances
GENERAL FUND
LIBRARYWIDE
CAPITAL PROJECTS
FUND
TOTAL
$
86,676 $
50,000
861 $ 98697
87,537 50,000
98,697
$ 136,676 $
99,558 $===23.,.6=,2=34=
$
70,759 $
70,759
28,799
28,799
$
99,558 $
99,558
$ _ _1__3---6~,6_76__
0
136,676
$ 136,676 $
99,558 $ ===23.,.6=,2=3=4
The notes to the basic financial statements are an integral part of this statement. -4-
NORTHEAST GEORGIA REGIONAL LIBRARY RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET
TO THE STATEMENT OF NET ASSETS JUNE 30, 2006
EXHIBIT"D"
Total Fund Balances - Governmental Funds (Exhibit "C")
Amounts reported for Governmental Activities in the Statement of Net Assets are different because:
Capital Assets used in Governmental Activities are not financial resources and therefore are not reported in the funds. These assets consist of:
Library Collections Accumulated Depreciation
Total Capital Assets
Long-Term Liabilities are not due and payable in the current period and therefore are not reported as liabilities in the funds. Long-Term Liabilities at year-end consist of:
Compensated Absences
$
$ 1,424,580 -1,049,872
136,676
374,708 -26,360
Net Assets of Governmental Activities (Exhibit "A")
$ ===48=5=,0=24=
The notes to the basic financial statements are an integral part of this statement.
-5-
NORTHEAST GEORGIA REGIONAL LIBRARY STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2006
EXHIBIT"E"
REVENUES
Local Funds State Funds Federal Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Public Services Technical Services Support Services Maintenance and Operations Information Technology Facilities Acquisition and Construction
Total Expenditures
Net Change in Fund Balance
Fund Balance - Beginning
Fund Balance - Ending
GENERAL FUND
LIBRARYWIDE
CAPITAL PROJECTS
FUND
TOTAL
$
72,969 $
58,000 $
534,986
238,289
8,700
66
431
1,581
9464
$
626,616 $
297,870 $
130,969 773,275
8,700 66
2,012 9464
924.486
$
199,673
$
126,561
155,490
20,755
80,904
$ 305,939
$
583,383 $
305,939 $
$
43,233 $
-8,069 $
93443
8 069
199,673 126,561 155,490 20,755 80,904 305,939
889,322
35,164
101,512
$
136,676 $
0 $==1=3=6=,6=76=
The notes to the basic financial statements are an integral part of this statement. -6-
NORTHEAST GEORGIA REGIONAL LIBRARY RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF
REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES TO THE STATEMENT OF ACTIVITIES JUNE 30, 2006
EXHIBIT"F"
Total Net Change in Fund Balances - Governmental Funds (Exhibit "E")
Amounts reported for Governmental Activities in the Statement of Activities are different because:
Capital Outlays are reported as expenditures in Governmental Funds. However, in the Statement of Activities, the cost of Capital Assets is allocated over their estimated useful lives as depreciation expense. In the current period, these amounts are:
Capital Outlay Depreciation Expense
Excess of Depreciation Expense over Capital Outlay
Some items reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in Governmental Funds. These activities consist of:
Increase in Compensated Absences
Change in Net Assets of Governmental Activities (Exhibit "B")
$
35,164
$
82,337
-92,275
-9,938
-1 077 $ ===2=4=1=49=
The notes to the basic financial statements are an integral part of this statement. -7-
NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 1: DESCRIPTION OF LIBRARY AND REPORTING ENTITY
REPORTING ENTITY
The Northeast Georgia Regional Library (Library) operates pursuant to Official Code of Georgia Annotated Sections 20-5-40 through 20-5-59 to provide public library services with costs shared by participating local governmental agencies and grants from the State of Georgia.
The Library Board is comprised of 11 members which are also trustees ofthe member library which appointed them. The Library Board membership consists of 2 members appointed from the Habersham County Library Board, 4 members appointed from the Rabun County Library Board, 1 member appointed from the Stephens County Library Board and 4 members appointed from the White County Library Board. The Library Board is without authority to determine the amount ofits funding, except by submission of budget requests to local governmental units from which the Library receives support and to the State of Georgia for State and Federal flow through funding. Membership in the Library and participation in library services is at the discretion of each participating governmental agency. The Library Board has the power to designate management, the power to retain unreserved fund balances oflocal and other funds for continued operations and is the lowest level ofoversight responsibility for the Library's operations. The Northeast Georgia Regional Library is therefore determined to be a joint venture.
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
BASIS OF PRESENTATION
The Library's basic financial statements are collectively comprised of the Library-wide financial statements, fund financial statements and notes to the basic financial statements of the Northeast Georgia Regional Library.
Library-wide Statements: The Statement ofNet Assets and the Statement ofActivities display information about the financial activities ofthe overall Library. Eliminations have been made to minimize the double counting of internal activities. Governmental activities generally are financed through intergovernmental revenues and other nonexchange transactions.
The Statement of Activities presents a comparison between direct expenses and program revenues for each function of the Library's governmental activities.
Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expenses (expenses of the Library related to the administration and support ofthe Library's programs, such as office and maintenance personnel and accounting) are not allocated to programs.
-8-
NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Program revenues include (a) charges paid by the recipients ofgoods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues are presented as general revenues.
Fund Financial Statements: The fund financial statements provide information about the Library's funds. Eliminations have been made to minimize the double counting of internal activities. The emphasis of fund financial statements is on major governmental funds.
The Library reports the following major governmental funds:
General Fund is the Library's primary operating fund. It accounts for all financial resources of the Library, except those resources required to be accounted for in another fund.
Capital Projects Fund accounts for financial resources including grants from State and Local sources to be used for the acquisition, construction or renovation of major capital facilities.
BASIS OF ACCOUNTING
The basis ofaccounting determines when transactions are reported on the financial statements. The Library-wide governmental financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Nonexchange transactions, in which the Library gives (or receives) value without directly receiving (or giving) equal value in exchange, include grants and donations. Revenue from grants and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied.
The Library uses funds to report on its financial position and the results of its operations. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain governmental functions or activities. A fund is a separate accounting entity with a self-balancing set of accounts.
Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis ofaccounting. Under this method, revenues are recognized when measurable and available. The Library considers all revenues reported in the governmental funds to be available if they are collected within sixty days after year-end. Interest is considered to be susceptible to accrual. Expenditures are recorded when the related fund liability is incurred, except for compensated absences, which are recognized as expenditures to the extent they have matured. Capital asset acquisitions are reported as expenditures in governmental funds.
-9-
NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The Library funds certain programs by a combination of specific cost-reimbursement grants, categorical grants, and general revenues. Thus, when program costs are incurred, there are both restricted and unrestricted net assets available to finance the program. It is the Library's policy to first apply grant resources to such programs, followed by cost-reimbursement grants, then general revenues.
CASH AND CASH EQUIVALENTS
COMPOSITION OF DEPOSITS Cash and cash equivalents consist ofcash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition in authorized financial institutions. Georgia Laws OCGA 45-8-14 authorize the Library to deposit its funds in one or more solvent banks or insured Federal savings and loan associations.
INVESTMENTS
COMPOSITION OF INVESTMENTS Investments made by the Library in nonparticipating interest-earning contracts (such as certificates of deposit) and repurchase agreements are reported at cost. Participating interest-earning contracts and money market investments with a maturity at purchase of one year or less are reported at amortized cost. Both participating interest-earning contracts and money market investments with a maturity at purchase greater than one year are reported at fair value. The Official Code of Georgia Annotated Section 36-83-4 authorizes the Library to invest its funds. In selecting among options for investment or among institutional bids for deposits, the highest rate ofretum shall be the objective, given equivalent conditions of safety and liquidity. Funds may be invested in the following:
(1) Obligations issued by the State of Georgia or by other states,
(2) Obligations issued by the United States government,
(3) Obligations fully insured or guaranteed by the United States government or a United States government agency,
(4) Obligations of any corporation of the United States government,
(5) Prime banker's acceptances,
(6) The Local Government Investment Pool administered by the State ofGeorgia, Office of Treasury and Fiscal Services,
(7) Repurchase agreements, and
(8) Obligations of other political subdivisions of the State of Georgia.
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NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT"G"
Note 2: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
RECEIVABLES
Receivables consist ofamounts due from grant reimbursements due on Federal, State or other grants for expenditures made but not reimbursed and other receivables disclosed from information available. Receivables are recorded when either the asset or revenue recognition criteria has been met. Receivables recorded on the basic financial statements do not include any amounts which would necessitate the need for an allowance for uncollectible receivables.
CAPITAL ASSETS
Capital assets purchased, including capital outlay costs, are recorded as expenditures in the fund financial statements at the time ofpurchase. On the Library-wide financial statements, all purchased capital assets are valued at cost where historical records are available and at estimated historical cost based on appraisals or deflated current replacement cost where no historical records exist. Donated capital assets are recorded at estimated fair market value on the date donated. Disposals are deleted at depreciated recorded cost. The cost of normal maintenance and repairs that do not add to the value of assets or materially extend the useful lives ofthe assets is not capitalized. Depreciation is computed using the straight-line method.
Capitalization thresholds and estimated useful lives of capital assets reported in the Library-wide statements are as follows:
Capitalization Policy
Estimated Useful Life
Equipment Library Collections
$
5,000
All
10 years 10 years
Depreciation is used to allocate the actual or estimated historical cost of all capital assets over estimated useful lives.
Note 3: DEPOSITS
COLLATERALIZATION OF DEPOSITS Official Code of Georgia Annotated (OCGA) Section 45-8-12 provides that there shall not be on deposit at any time in any depository for a time longer than ten days a sum of money which has not been secured by surety bond, by guarantee of insurance, or by collateral. The aggregate ofthe face value of such surety bond and the market value of securities pledged shall be equal to not less than 110 percent ofthe public funds being secured after the deduction ofthe amount ofdeposit insurance.
Ifa depository elects the pooled method (OCGA 45-8-13 .1) the aggregate ofthe market value ofthe
securities pledged to secure a pool ofpublic funds shall be not less than 110 percent ofthe daily pool balance.
- 11 -
NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 3: DEPOSITS
Acceptable security for deposits consists of any one of or any combination of the following:
(1) Surety bond signed by a surety company duly qualified and authorized to transact business within the State of Georgia,
(2) Insurance on accounts provided by the Federal Deposit Insurance Corporation,
(3) Bonds, bills, notes, certificates of indebtedness or other direct obligations of the United States or ofthe State of Georgia,
(4) Bonds, bills, notes, certificates of indebtedness or other obligations of the counties or municipalities ofthe State of Georgia,
(5) Bonds of any public authority created by the laws of the State of Georgia, providing that the statute that created the authority authorized the use of the bonds for this purpose,
(6) Industrial revenue bonds and bonds of development authorities created by the laws ofthe State of Georgia, and
(7) Bonds, bills, notes, certificates of indebtedness, or other obligations of a subsidiary corporation of the United States government, which are fully guaranteed by the United States government both as to principal and interest or debt obligations issued by the Federal Land Bank, the Federal Home Loan Bank, the Federal Intermediate Credit Bank, the Central Bank for Cooperatives, the Farm Credit Banks, the Federal Home Loan Mortgage Association, and the Federal National Mortgage Association.
CATEGORIZATION OF DEPOSITS At June 30, 2006, the bank balances were $202,332. The amounts of the total bank balances are classified into four categories of custodial credit risk:
Category 1 - Cash that is insured (e.g., Federal Deposit Insurance) or collateralized with securities held by the Library or by the Library's agent in the Library's name.
Category 2 - Cash collateralized with securities held by the pledging financial institution's trust department or agent in the Library's name.
Category 3 - Cash collateralized with securities held by the pledging financial institution, or by its trust department or agent but not in the Library's name.
Category 4 - Uncollateralized.
The Library's deposits are classified by custodial credit risk category at June 30, 2006, as follows:
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NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT"G"
Note 3: DEPOSITS
Custodial Credit Risk Category
Bank Balance
1
$ 198,875
2
0
3
3,457
4
0
Total
Note 4: CAPITAL ASSETS
The following is a summary of changes in the Capital Assets during the fiscal year:
Governmental Activities Capital Assets Being Depreciated
Library Collections
Balances
July l. 2005
Increases
Balances Decreases June 30. 2006
$ 1,392,147 $
82,337 $
49,904 $ 1,424,580
Less Accumulated Depreciation for: Library Collections
Governmental Activity Capital Assets - Net
1.007.501 $ 384,6~6 $
92.275 -2,238 $
49 904
1.049.872
Q $
3H1Z08
Current year depreciation expense by function is as follows:
Public Services Note 5: RESTRICTED ASSETS
$====92,...,2==7==5
Georgia State Financing and Investment Commission (GSFIC) funds and contributions from local governments restricted for capital improvements are reported as restricted assets in the Statement of Net Assets because their use is limited by applicable contractual agreements or statutory provisions. Restricted assets at June 30, 2006, were as follows:
Capital Projects
Restricted Cash and Cash Equivalents: Capital Acquisitions
$
861
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NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 6: RISK MANAGEMENT
The Library is exposed to various risks ofloss related to torts; theft of, damage to, and destruction of assets; errors or omissions; job related illness or injuries to employees; acts of God and unemployment compensation.
The Library has obtained commercial insurance for risk ofloss associated with torts, assets, errors or omissions, job related illness or injuries to employees and acts of God. The Library has neither significantly reduced coverage for these risks nor incurred losses (settlements) which exceeded the Library's insurance coverage in any of the past three years.
The Library is self-insured with regard to unemployment compensation claims. The Library accounts for claims within the General Fund with expenses/expenditures and liability being reported when it is probable that a loss has occurred, and the amount ofthat loss can be reasonably estimated. The Library has not experienced any unemployment compensation claims during the last two years.
The Library has purchased a surety bond to provide additional insurance coverage as follows:
Position Covered All Employees
Amount
$
10,000
Note 7: LONG-TERM DEBT
COMPENSATED ABSENCES Compensated absences represent obligations ofthe Library relating to employees' rights to receive compensation for future absences based upon service already rendered. This obligation relates only to vesting accumulating leave in which payment is probable and can be reasonably estimated. The Library uses the vesting method to compute compensated absences.
The changes in Long-Term Debt during the fiscal year ended June 30, 2006, were as follows:
Balance July 1, 2005
Governmental Funds
Compensated Absences (1)
$
25,283
Additions Annual Leave Earned
Balance June 30, 2006
1 077 $====26'=f!!.3==!6...,0
(1) The portion of Compensated Absences due within one year has been determined to be immaterial to the basic financial statements.
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NORTHEAST GEORGIA REGIONAL LIBRARY NOTES TO THE BASIC FINANCIAL STATEMENTS
JUNE 30, 2006
EXHIBIT "G"
Note 8: SIGNIFICANT COMMITMENTS
The following is an analysis ofsignificant outstanding construction or renovation contracts executed by the Library as of June 30, 2006, together with funding available:
Project
Unearned Executed Contracts
Funding Available From State
Rabun County Library Addition/Renovation
$ 133.311 $=====""1'='!92-,6=3-1
The amounts described in this note are not reflected in the basic financial statements.
Note 9: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA (TRS)
TRS PLAN DESCRIPTION Substantially all librarians and clerical personnel employed by regional and county libraries are covered by the Teachers Retirement System of Georgia (TRS), which is a cost-sharing multiple employer defined benefit pension plan. TRS provides service retirement, disability retirement and survivors benefits for its members in accordance with State statute. The Teachers Retirement System of Georgia issues a separate stand alone financial audit report and a copy can be obtained from the Georgia Department of Audits and Accounts.
TRS CONTRIBUTIONS REQUIRED AND MADE Employees ofthe Library who are covered by TRS are required by State statute to contribute 5% of their gross earnings to TRS. The Library makes monthly employer contributions to TRS at rates adopted by the TRS Board of Trustees in accordance with State statute and as advised by their independent actuary. The required employer contribution rate is 9.24% and employer contributions for the current fiscal year and the preceding two fiscal years are as follows:
Fiscal Year
Percentage Contributed
Required Contribution
2006
100%
$
68,148
2005
100%
$ 60,528
2004
100%
$
58,568
Note 10: AFFILIATED LIBRARIES DISCLOSURE
The Habersham County Library, Rabun County Library, Stephens County Library and White County Library are legally separate, tax exempt organizations who participate in shared activities with the Northeast Georgia Regional Library. These affiliated libraries do not meet the criteria for reporting as either a component unit or related entity of the Northeast Georgia Regional Library.
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NORTHEAST GEORGIA REGIONAL LIBRARY GENERAL FUND
SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL
YEAR ENDED JUNE 30, 2006
SCHEDULE "1"
REVENUES
Local Funds State Funds Federal Funds Charges for Services Investment Earnings Miscellaneous
Total Revenues
EXPENDITURES
Current Public Services Technical Services Support Services Maintenance and Operations Information Technology
Total Expenditures
Net Change in Fund Balance
Fund Balance - Beginning
NONAPPROPRIATED BUDGETS
ORIGINAL
FINAL
ACTUAL AMOUNTS
$
51,200 $
51,200 $
72,969
518,301
534,986
534,986
8,700
66
431
9464
$
569 501 $
586,186 $
626,616
$
172,917 $
191,912 $
199,673
126,647
126,636
126,561
163,383
169,714
155,490
15,650
15,020
20,755
90904
82,904
80904
$
569,501 $
586,186 $
583,383
$
0 $
0 $
43,233
93443
93443
93443
Fund Balance - Ending
$
93 443 $
93443 $===1=3=6=,6=76==
Notes to the Schedule of Revenues. Expenditures and Changes in Fund Balances Budget and Actual
The accompanying schedule of revenues, expenditures and changes in fund balances budget and actual is presented on the modified accrual basis of accounting which is the basis of accounting used in the presentation of the fund financial statements.
See notes to the basic financial statements.
-17-
NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF STATE REVENUE YEAR ENDED JUNE 30, 2006
SCHEDULE "2"
AGENCY/FUNDING
GOVERNMENTAL FUND TYPES
LIBRARY-
WIDE
CAPITAL
GENERAL
PROJECTS
FUND
FUND
GRANTS
Board of Regents of the University System of Georgia
Office of Public Library Services
Salaries
$
Library Materials
Maintenance and Operations
Repairs and Maintenance
Georgia State Financing and Investment Commission
Reimbursement on Construction Projects
313,338 42,459
179,189 $
$
65,920 172,369
TOTAL
313,338 42,459
179,189 65,920 172,369
$
534 986 $
238,289 $ ===7=7=3=,2=75=
See notes to the basic financial statements.
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NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF FEDERAL REVENUE YEAR ENDED JUNE 30, 2006
SCHEDULE "3"
AGENCY/FUNDING
GRANT Museum of Library Services, Institute of Through Board of Regents of the University System of Georgia Library Services and Technology Act General Technology Program State Vacation Reading Program
GOVERNMENTAL FUND TYPE GENERAL FUND
$
2,000
6 700
$ =====8=10...0....
See notes to the basic financial statements.
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NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF LOCAL REVENUE YEAR ENDED JUNE 30, 2006
SCHEDULE "4"
LOCAL SOURCES Boards of Education Habersham County White County County Government Rabun County Board of Commissioners Public Libraries Clarkesville Cleveland Cornelia Helen Rabun County Toccoa
GOVERNMENTAL FUND TYPES
LIBRARY-
WIDE
CAPITAL
GENERAL
PROJECTS
FUND
FUND
TOTAL
$
4,500
$
2,400
$
42,000
47,344 7,359 3,636 1,660 280 5 790
16,000
4,500 2,400
42,000
47,344 7,359 3,636 1,660
16,280 5 790
$
72,969 $
58,000 $ ===1=3=0=,96=9=
See notes to the basic financial statements.
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NAME
Avelar, Danielle R. Head, Elizabeth Ann Murphy, Gerald Emerson Porterfield, Lila Richardson, Martha L. Skinkle, John Leeland
Totals per Report
NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF SALARIES AND TRAVEL YEAR ENDED JUNE 30, 2006
SCHEDULE "5"
TITLE CATEGORY
Program Services Specialist Technical Service Clerk Director Technical Service Librarian Circulation/Reference Librarian Librarian/Extension Services
SALARIES
TRAVEL
$
29,025 $
38,148
71,563
61,356
63,179
63 779
469 70
2,798 139 552
2,860
$
327,050 $======6=,8=8=8
See notes to the basic financial statements.
- 21 -
SECTION II FINDINGS AND QUESTIONED COSTS
NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2006
REVENUES/RECEIVABLES/RECEIPTS EXPENDITURES/LIABILITIES/DISBURSEMENTS GENERAL LEDGER Incomplete General Ledger Reportable Condition - Material Weakness Finding Control Number: FS-6682-06-01
Condition:
The Library failed to include all fiscal year activity in the General Ledger.
Criteria:
The Library must prepare their financial statements in accordance with generally accepted accounting principles.
Questioned Cost: NIA
Information:
The following adjustments were necessary to present the financial statements in accordance with generally accepted accounting principles for District-wide Capital Project Fund:
Our examination of the subsequent period general ledger revealed revenues totaling $98,697 and expenditures totaling $99,558 that should have been recorded in the year under review. An audit adjustment was necessary to record these revenues and expenditures in the Library's governmental activities.
Cause:
Management failed to comply with generally accepted accounting principles.
Effect:
The failure ofthe Library to maintain a complete and accurate general ledger can lead to inaccurate internal and external reporting.
Recommendation:
The Library should implement controls to ensure that procedures are established to ensure that all financial data is properly recorded in the general ledger.
SECTION III MANAGEMENT'S RESPONSES
NORTHEAST GEORGIA REGIONAL LIBRARY SCHEDULE OF MANAGEMENT'S RESPONSES
YEAR ENDED JUNE 30, 2006
Finding Control Number: FS-6682-06-01
We concur with this finding. Management had previously concluded that since construction projects span multiple State fiscal years it was not necessary to record payments and retainages still due to the contractor or income still due from the State in this way. Now we know better, and will in the future be sure to record these properly as accounts payable and accounts receivable. While the problem does not change the overall long-term picture ofthe financial condition of the Library, we understand that our financial position was not represented properly at the end of fiscal year 2006, and thank you for drawing this problem to our attention.
Contact Person: Emerson Murphy, Director Phone: (706) 754-0416, Ext. 235 Fax Number: (706) 754-0420 E-mail Address: gemurphy@negeorgialibraries.org