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HomeMy WebLinkAbout2018-075RBINDIAN nlV'ER LINTY 17 Popular Annual Financial Repor for the Fiscal Year Ended September 30, 2017 Prepared by Jeffrey R. Smith, CPA, CGFO, CGMA Indian River County Clerk of the Circuit Court and Comptroller Table of Contents Message from the Clerk....................................1 About this Report...............................................2 County Overview...............................................3 Board of County Commissioners .......................4 Elected Constitutional Officers ...........................5 Major Initiatives and Accomplishments ........... 6-7 Local Economy..................................................8 Property Taxes..................................................9 Government -Wide Financial Statements ....10-11 Governmental Funds..................................12-13 General Fund.............................................14-15 Capital Assets.................................................16 Debt................................................................17 Cash and Investments.....................................18 Role of the Clerk.............................................19 Glossary of Terms...........................................20 Contacting Your Government ..........................21 Clerk's Online Services .................... Back Cover Indian River County Administration Building A Photo courtesy of Gary Tummond Cover Photos: Cypress trees at Blue Cypress Lake photo courtesy of JPRlmages.com, Skydivers over Indian River County photo courtesy of the Sebastian River Area Chamber of Commerce, Palm Trees near Vero Beach's South Beach photo courtesy of Laura McIver, Horseshoe crab on an Indian River County beach photo courtesy of Deanna DeRosia (Instagram @sweet. dea. drawings) Jeffrey R. Smith, CPA, CGFO, CGMA Indian River County Clerk of the Circuit Court and Comptroller To the Residents of Indian River County: I am proud to present you with the County's Popular Annual Financial Report (PAFR) for the fiscal year ended September 30, 2017. The PAFR is intended to provide readers with an easy to understand summary of Indian River County's financial activities. This report provides a brief analysis of where County revenues come from and how those dollars were managed and spent over the past fiscal year. It is my responsibility as Clerk of the Circuit Court and County Comptroller to safeguard our County's funds and public records. As such, I serve as the official watchdog of County funds, providing checks and balances on the County budget, revenue, and spending. I remain committed to reviewing our County's financials each year and reporting the information through our Comprehensive Annual Financial Report (CAFR) and through this PAFR. Most of the information in this report is derived from Indian River County's CAFR. Awarded the Certificate of Achievement for Excellence in Financial Reporting for the past 34 consecutive years from the Government Finance Officers Association, the CAFR contains more detailed audited financial information. Since the information in the PAFR is summarized and does not provide financial information for all funds at the fund level, it does not conform to generally accepted accounting principles reporting requirements for government entities. Rather, this PAFR is prepared in a format so that non-financial readers can easily understand it. For a more in-depth and audited review of the County's finances, please refer to the CAFR, which includes detailed financial statements, notes, schedules, and reports. Both the CAFR and the PAFR are available on our website and can be accessed at www.clerk.indian-river.ora/en/finance. I hope you will find this report to be informative. It is my honor and privilege to serve as your Clerk and Comptroller. Thank you for the trust you continue to place in your County and those who work to serve you. Sincerely, Jeffrey R. Smith, CPA, CGFO, CGMA Indian River County Clerk of the Circuit Court and Comptroller 9 Government Finance officers Association Award for Outstanding Achievement in Papular Annual Financial Reporting Presented to Indian River County Y° Florida For its Annual Financial Report for the Fiscal Year Ended September 30, 2016 04'&� P .ut Executive Director/CEO "air MEOW The Government Finance Officers Association of the United States and Canada (GFOA) has given an Award for Outstanding Achievement in Popular Annual Financial Reporting to Indian River County, Florida for its Popular Annual Financial Report for the fiscal year ended September 30, 2016. The Award for Outstanding Achievement in Popular Annual Financial Reporting is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government popular reports. In order to receive an Award for Outstanding Achievement in Popular Annual Financial Reporting, a government unit must publish a Popular Annual Financial Report, whose contents conform to program standards of creativity, presentation, understandability and reader appeal. An Award for Outstanding Achievement in Popular Annual Financial Reporting is valid for a period of one year only. Indian River County has received a Popular Award for the last 2 consecutive years (fiscal years ended 2015-2016). We believe our current report continues to conform to the Popular Annual Financial Reporting requirements, and we are submitting it to GFOA. Indian River County was established on June 29, 1925 by an act of the Florida Legislature. The City of Vero Beach is the seat of the County government. The current population of Indian River County is 148,962, increasing 1.74% over the previous year. Indian River County is located on the central Atlantic Coast of Florida, approximately 100 miles southeast of Orlando and 135 miles north of Miami. The County is bordered by Brevard County "h to the north, St. Lucie County to the south, and Osceola and Okeechobee Counties to the west. There are approximately 100 miles of waterfront land in the county, including 23 miles of = Atlantic beaches. The comfortable climate provides the basis for ` Y� year-round enjoyment of the beaches, Indian River Lagoon, County parks, Sebastian Inlet State Park, and the Pelican Island National Wildlife Refuge by both residents and tourists. Indian River County provides a full range of services including, but not limited to, construction and maintenance of roadways, sidewalks and other infrastructure, fire rescue/emergency services, law enforcement, library services, traffic operations and control, parks and recreational services, human services, building inspections, licenses and permits, water/sewer utility services, and refuse collection and disposal. Roseate Spoonbills at Stick Marsh in northwestern Indian River County. Photo courtesy of JPRlmages.com 3 Indian River County is a non -charter county established under the Constitution and the Laws of the State of Florida. It is governed by a five member Board of County Commissioners (Board) elected at large from the five districts within the County. A County Administrator is appointed by the Board and is responsible for implementing the policies set forth by the Board. The Administrator is also charged with the fiscal control of the resources of the County. Susan Adams Joseph E. Flescher Tim Zorc Peter D. O'Bryan Bob Solari District 1 District 2 District 3 District 4 District 5 { eREVARO COUNTY . !i a AIA WE S 612+ S\ orchid 512 S u.13 `'saa �Lj_� I- Indian River n+��'r',•r��,.rr„a. �t� tIY Shores Fellsmere a � i h 2 512 � a i 495 T � r V o Beach�. 60 1 601 I Map Legend i,f- - — 4'ufr111ti8$iW191 r)I$11fIC[$ �1 15T3 SW DISTRICT 1 DISTRICT 2 N DISTRICT 3 1 DISTRICT 4 DISTRICT 5 OKEECHOSEE COUNTY ] 1 2 4_ - • 0 Miles i ST. li3CIECWNTY i 11 Deryl Loar Carole Jean Jordan David C. Nolte Leslie Rossway Swan Jeffrey R. Smith Sheriff Tax Collector Property Appraiser Supervisor of Elections Clerk of Court and Comptroller In addition to the Board, there are five elected Constitutional Officers serving specific governmental functions: Sheriff, Tax Collector, Property Appraiser, Supervisor of Elections, and Clerk of the Circuit Court and Comptroller (Clerk). Although the funding for all Constitutional Offices is part of the County's General Fund, the Board does not have direct responsibility for their operations. Each office is run separately within each of its respective legal guidelines. Plumeria after a rain storm Photo courtesy of Laura McIver The Clerk, Sheriff, and Supervisor of Elections submit proposed operating budgets to the Board prior to May 1 St The Florida Department of Revenue receives budgets from the Property Appraiser prior to June 1 st and from the Tax Collector prior to August 1 st. Once these budgets are approved, they are forwarded to the Board. The court - related function of the Clerk submits a budget to the Florida Clerks of Court Operations Corporation (CCOC) prior to June 1St. The Clerk's Court operating budget includes proposed expenditures and the sources to finance them as set forth in Section 28.36, Florida Statutes. Constitutional Officers, all departments controlled by the Board of County Commissioners, and outside State and local agencies submit their proposed budgets to the Office of Management and Budget for assistance, review and compilation. The County Administrator then reviews all the budgets of the County departments, state agencies and nonprofit organizations, and makes his budget recommendations to the Board of County Commissioners on or before July 15th of each year. During September, public hearings are held pursuant to the Florida Statutes, in order for the Board to receive public input on the tentative budget. At the end of the last public hearing, the Board enacts ordinances to legally adopt (at the fund level) the budgets for all governmental fund types. 5 MAJOR INITIATIVES AND ACCOMPLISHMENTS Listed are some major projects included in the current Capital Improvements Plan (CIP), which estimates the cost of improvements and evaluates the need for public facilities. The CIP is updated annually and encompasses a period of five years. County Road 512 Resurfacing: The $3.5 million project consists of dual resurfacing of the westbound lanes between Roseland Road and US Highway 1 and the eastbound lanes between Easy Street and US Highway 1. The project requires the use of the full depth reclamation process which shortens the duration of the construction process, but requires special expertise and equipment. A Small County Outreach Program (SCOP) Grant from the Florida Department of Transportation will fund $2.4 million of the project with the remainder coming from gas taxes. Osprey Acres Floway and Nature Preserve: The 83.14 acres of undeveloped land purchased east of Osprey Marsh Treatment Facility will serve to create a pollutant removal system (stormwater park) that will remove nitrogen and phosphorus from Osprey Marsh's outflow water and increase the County's ability to meet proposed total maximum daily loads (TMDL) for nutrients discharged into the Indian River Lagoon. The cost for construction is estimated at $7.5 million and will be funded with an FDEP TMDL Grant, St. John's River Water Management District Cost -Share Grant, Florida House Appropriations Grant, and optional one cent sales tax. North County Commercial Septic to Sewer: The $3 million project will construct a gravity sewer system to service an area that has a land use designation of commercial properties on septic. The area currently has 38 existing structures with a total of 61 parcels. Indian River County Department of Utility Services is constructing a new gravity sanitary sewer system and sections of the water main to serve commercial areas along US Highway #1 and in the City of Sebastian. Customer assessments, optional one cent sales tax, and a St. John's River Water Management District Cost -Share Grant will provide the funding. 130 South County Water Treatment Plant Well Construction and Rehabilitation: The Indian River County Department of Utility Services currently owns and operates six Floridan supply wells that are the source water for the South County Reverse Osmosis Water Treatment Facility. This project consists of the construction of a new well, the replacement of a well, and the rehabilitation of three wells at a cost of $2.5 million from the Utilities operating fund. 800 Mhz P25 Radio System Migration Project: To meet current operational standards, the 800 Mhz radio system will migrate to the Federal Communications Commission recommended Project 25 (P25) which is the standard for the design and manufacture of interoperable digital two way communications for public safety organizations. The $5.9 million phased upgrade of the system over a five year period will be funded from optional one cent sales tax. The following major projects were completed in fiscal year 2017: GoLine Bus Transfer Hub: GoLine is the Indian River County public transportation system with bus service on 14 fixed routes throughout the County. The main hub facility was completed at a cost of $1.9 million. Shooting Range Skeet & Trap Facility Improvements: The $1.7 million improvements at the Indian River County Shooting Range consisted of national competition skeet and trap fields, hi/low trap houses, and a 15 station sporting clays course. Sheriff's Helicopter Hangar & Helipad: The Sheriff Office's on-site helicopter hangar building and helipad was constructed at a cost of $2.3 million. Sebastian Corners Retail Center: The 2.35 acre property located on US Highway 1 in Sebastian was purchased for $2.7 million to relocate the North County offices of the Clerk of the Circuit Court and Comptroller, Property Appraiser, Tax Collector, Utilities Department, and Veterans Services. Water Lily at McKee Botanical Garden Photo courtesy of Rick Woodard 1. School District of Indian River County 2,073 3.40% 2. Indian River Medical Center 1,753 2.88% 3. Indian River County* 1,501 2.46% 4. Publix Supermarkets 1,250 2.05% 5. Piper Aircraft Inc. 904 1.48% 6. Wal-Mart 693 1.14% 7. Sebastian River Medical Center 595 0.98% 8. John's Island 584 0.96% 9. Medical Data Systems 500 0.82% 10. City of Vero Beach 409 0.67% Principal Employers' Total: 10,262 16.84% Source: Indian River County, Florida annual budgets for individual employers. Florida Agency for Workforce Innovation - Labor Market Statistics, and Bureau of Economic and Business Research at University of Florida for total County employment figures. 'This includes the Board of County Commissioners, Supervisor of Elections, Property Appraiser, Sheriff, Tax Collector, and Clerk of the Circuit Court and Comptroller. $47,689 $48,378 $51,041 Indian River County continues to experience signs of improvement in the economy. Total taxable property tax values increased from $14.3 billion in 2016 to $16.3 billion in 2017. Construction activity also saw a significant increase with 13% more building permits issued for new construction in 2017 over 2016. The population of the County has been steadily increasing, growing to 148,962 in 2017. Unemployment has been decreasing, dramatically falling from 6.7% in 2016 to 4.6% in 2017. Historically, Indian River County's economy was made up of agriculture (citrus and cattle) and tourism. Those industries have now been complemented with an increase in health care and information technology firms, light manufacturing, wholesale and retail trade, and service sector jobs. The top three major employers in Indian River County, providing nearly 9% of the total number of jobs in the County, are the School District of Indian River County, Indian River Medical Center, and Indian River County Government. $67,978 $68,491 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 IIIIIIIIIIIIIIIIIIIIIIiPopulation Unemployment Rate - Per Capita Personal Income (2017 Per Capita Personal Income information not available) A The Board of County Commissioners and other taxing entities each set a property tax rate called a "millage rate". This rate is used to calculate overall property taxes. A "mill" is equal to $1 of tax for every $1,000 of assessed property value. The picture below illustrates how each dollar of the County -wide portion of the property tax bill is broken down. The County -wide portion is paid by all property owners within the County boundaries. If you own a home in Indian River County, the tax bill you pay each year funds much more than County Government. Depending on where you live, your tax bill may also include millage rates for taxes paid to cities, such as the City of Vero Beach, or a special taxing district, such as the Sebastian Inlet Taxing District. 1. Florida Power & Light $140,292,008 0.86% 2. Disney Vacation Dev. Inc. 80,101,112 0.49% 3. McGuire, Allen Robert Jr. 53,869,142 0.33% 4. Windsor Properties 52,586,721 0.32% 5. Johns Island Club, Inc. 42,540,303 0.26% 6. Adult Communities Total 31,961,755 0.20% Services, Inc. 7. Bellsouth Telecommunications 29,480,482 0.18% 8. Health Care REIT, Inc. 27,785,306 0.17% 9. TSO Vero Beach, LP 24,201,486 0.15% 10. INEOS New Planet Bioenergy, 22,751,761 0.14% LLC Principal Taxpayers' Total: , 505,570,076 3.10% Total County Taxable Valuation: M Source: Indian River County Property Appraiser Breakdown of the County -wide Portion of a Property Tax Bill Based on Taxable Value of $200,000 Total Taxes: $2,960.36 For illustrative purposes only. Amounts shown in the example do not include cities, unincorporated areas, or any applicable taxing districts within. Amounts shown are also net of applicable exemption amounts. `Note: The residents of the Town of Indian River Shores are not levied the Emergency Management Services District tax. __ — Ir - I It PT "IS ■E 19 L[GAL nNGERWWIRSR ALL CEBTS, PUSUC AND FRRATE 2/� H 2 1< How property taxes are calculated: [Assessed Value of Property minus Exemption(s)] = 1,000 x Total Millage Rate = Total Property Tax Indian River County Indian River Emergency Special Districts Land Acquisition School Board County Management 1.4163 mills: Bond 7.4100 mills: 3.3602 mills: Services District* $283.26, 10% 0.3143 mills: $1,482.00, 50% $672.04, 23% 2.3010 mills: $62.86,2% $460.20, 15% E GOVERNMENT -WIDE FINANCIAL STATEMENTS STATEMENT OF NET POSITION The Statement of Net Position presents information on all the County's assets, liabilities, and deferred inflows/ outflows of resources. The difference is reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the County is improving or deteriorating. In the case of the County, assets and deferred outflows of resources exceeded liabilities and deferred inflows by $1,000.5 million at the close of the fiscal year. The largest portion of the County's net position reflects its net investment in capital assets, such as land, buildings, infrastructure, intangibles, machinery, and equipment, less any related outstanding debt used to acquire those assets. These capital assets amount to $744.7 million, or 74% of the County's net position. $150.2 million, or 15%, represents resources that are subject to external restrictions on how they may be used. The remaining $105.6 million is unrestricted and may be used to meet the County's ongoing obligations to citizens and creditors. The increase in restricted net position was mainly due to an increase in revenues for state and federal grants, including hurricane reimbursements, and insurance proceeds. The increase in net investment in capital assets was a result of completed construction projects and decreased outstanding debt. The decrease in unrestricted net position is due to an increase in the net pension liability. t F 5 t EXPENSES General Government 2016 Percent MM�- - Change REVENUES - 77.6® Program revenues: - Charges for services $75.9 2.9% Operating grants/contributions 24.6 � 36.6% Capital grants/contributions 11.0 17.3% General revenues: - 0.4 Property taxes 84.7 ® 6.5% Sales taxes 24.4® 4.9% Franchise fees 9.3 (2.2%) Other 7.2® (30.6%) Total revenues 237.1 7.3% EXPENSES General Government 27.5 (5.8%) Public safety 77.6® 7.3% Physical environment ® 1.4 64.3% Transportation 28.2 2.5% Economic environment 0.4 0.0% Human services 7.8 ®i 2.6% Culture/recreation 14.7® 8.8% Court related ® 7.1 2.8% Interest and fiscal charges 0.9® (11.1 %) Water and sewer :. 35.4® 9.0% Solid waste 12.7 14.2% Golf course ® 2.6 ®i 3.8% Building ® 2.7 29.6% Total expenses ® 219.0 ® 6.0% Increase (decrease) in net position 18.1 23.2% Net position - Beginning 960.1 1.9% Net position - Ending $978.2 2.3% (Chart in millions) REVENUES Property Taxes $90,192,496 $84,695,191 Intergovernmental 30,031,350 33,535,027 Overall, general revenues for fiscal year 2017 increased from the prior year. This is due Sales &Use Taxes 17,623,741 16,858,894 mainly to increased property tax values and Charges for Services 16,006,929 15,532,928 tax rates. The County's primary source of Permits, Fees, and Special Assessments 15,900,775 16,530,179 revenue is property taxes, amounting to $90.2 million, or 48.2%, of Governmental Funds Miscellaneous 6,392,927 8,158,393 revenues in 2017. This is an increase of $5.5 Gasoline Tax 3,821,095 3,741,935 million from fiscal year 2016. Tourist Tax 2,817,766 2,433,491 Judgments, Fines, Forfeits 1,620,964 1,672,773 Other Taxes 1,302,302 1,353,020 Interest 1,287,415 1,133,215 Miscellaneous, 3.4% 0 Judgments, Fines, Forfeits, 0.9% Gasoline Tax, 2.0% N Other Taxes, 0.7% Tourist Tax, 1.5% 0 Interest, 0.7% 12 ter" s EXPENDITURES Expenditures for fiscal year 2017 totaled $181.3 million, which was an increase over the previous year. By far, the largest expenditure of County funds is for Public Safety, increasing this year mainly due to the completion of the helicopter hangar and increases in salaries and benefits. Physical environment increased due in part to hurricane related repairs at the Lateral D canal and for professional services for an aquatic plant pilot study. Culture and Recreation decreased due to the completion of the South County Intergenerational Facility in fiscal year 2016. NANRi� The newly completed GoLine Bus Transfer Hub Public Safety $83,397,539 $77,316,218 Transportation 26,562,596 27,505,659 General Government 24,681,861 22,693,234 Capital Outlay 12,777,795 13,329,391 Culture/Recreation 12,013,338 13,562,765 Human Service 8,116,910 7,868,392 Court Related 6,755,050 6,605,682 Debt Service 5,230,520 5,215,007 Physical Environment 1,300,862 788,803 Economic Environment 437,031 424,593 Human Services, 4.5% 1 Physical Environment, 0.7% Court Related, 3.7% 1 Economic Environment, 0.3% Debt Service, 2.9% Photo courtesy of the Senior Resource Association 13 The General Fund is the chief operating fund of the County. The ending fund balance as of September 30, 2017 was $47.4 million. In 2010, the County implemented the Governmental Accounting Standards Board (GASB) Statement 54. The objective of Statement 54 is to provide clearer fund balance classifications that can be more consistently applied and by clarifying the existing governmental fund type definitions. The fund balance classifications used are: Fund Balance Comparison • Nonspendable - Amounts that cannot be spent 2016 because they are not in spendable form, such as inventory, prepaid items, and advances to other Nonspendable $371,121 funds. Restricted 1,000,000 • Restricted - Use of these resources is based on Committed :• 1,166,830 constraints imposed by external parties, such as Unassigned 45,909,787 creditors, grantors, contributors, or laws and Total $48,447,738 regulations. • Committed - Amounts that can only be spent by approval by a County ordinance by the Board of County Commissioners. • Unassigned - Amounts in the general fund that do not meet any other fund balance classifications. $56.5 $56.8 $55.6 o $52.9 $54.3 Fund Balance Trend (in millions as of September 30) $51.7 $49.9 $50.3 2008 2009 2010 2011 2012 2013 2014 2015 2016 The Atlantic Ocean from one of Indian River County's beaches 14 Photo courtesy of Laura McIver $47.4 Budgeted • Amounts Variance with Final Budget • • Final Positive (Negative) Revenues Taxes .. •. $58,366,967 WENT.-WIM $901,136 Permits, fees and special assessments 9,017,875 •. 389,391 Intergovernmental •. 16,028,792 25,775 Charges for services :. 8,108,310 (27,406) Judgments, fines and forfeits • • 1,094,342 87,852 Interest 154,195 :• 234,878 Miscellaneous 4,257,063 758,580 Total revenues 1001 MTV I 97,027,544 • • 2,370,206 Expenditures General government I WTIVINTe 22,337,406 IN2171 • : • : 1,690,508 Public safety •.:. 46,439,989 282,475 Physical environment .: 421,305 43,299 Transportation 5,549,941 •: • 1 1,010,081 Economic environment 441,174 7,621 Human services .:. 4,514,279 274,519 Culture/recreation 10,678,806 • . 1,066,970 Court related 11WITIMMI 5,926,541 111 • � • (136,788) Total expenditures 87,650,381 96,309,441 92,070,756 4,238,685 Excess of revenues over (under) expenditures 718,103 6,608,891 Other Financing Sources (Uses) Transfers in • • 1,600,807 • • (37,814) Transfers outOff /:: (9,917,276) - Total other financing sources (uses)ff Mo • .: M, (8,316,469) : V (37,814) `� -6 Net change in fund balances (7,598,366) : • 6,571,077 Fund balances at beginning of year 1 7,598,366 Fund balances at end of year - • This chart shows the original and final amended budget for the General Fund for fiscal year 2017. There was an $8.7 million increase in operating appropriations between the original and final amended budget. This included $4.8 million in grants appropriations and prior year rollovers for the Senior Resource Association (SRA) to provide County -wide public transportation, $0.5 million for All Aboard Florida legal and professional services, $0.3 million in building and equipment maintenance including replacement carpeting at the library, $0.6 million in salary and benefit increases due to hurricane - related overtime, and $0.2 million in hurricane related operating expenses. Actual expenditures for the fiscal year 2017 were $4.2 million lower than anticipated. This included $1.0 million in SRA grant costs not yet expended, $1.0 million in unspent legal, professional, and other contractual services, and $0.4 million in unspent salary and benefits expenditures. 15 16 Buildings and Improvements $348.2 $353.4 Land 162.0 161.3 Infrastructure 156.2 166.8 Right -of -Way 58.6 57.6 Construction in Progress 34.0 26.0 Equipment 23.5 19.8 Intangibles 4.7 4.8 (Chart in millions) The County's investment in capital assets for its governmental and business -type activities on September 30, 2017 amounted to $787.2 million, net of accumulated depreciation. This investment in capital assets includes land, right-of-way, buildings and improvements, intangibles, equipment, infrastructure, and construction in progress. The overall decrease in the County's investment in capital assets for fiscal year 2017 was less than 1 % over the previous year. Fiscal year 2017 saw an increase in equipment primarily due to the purchase of new voting equipment ($0.9 million) and fire rescue vehicles and equipment ($2.4 million). There was an increase in construction in progress due to the 800mhz P25 compliance project ($2.1 million), Fire Station #14 construction ($2.0 million) and various road and sidewalk projects ($2.6 million). Decreases occurred in buildings and improvements as a result of increasing depreciation on existing assets. Right-of-way, 7.4% , Equipment, 3.0% Construction in Progress, 4.3% Q Intangibles, 0.6% Photos of the completed Indian River County Sheriff's helicopter hangar Photos courtesy of the Indian River County Sheriff At the end of fiscal year 2017, the County had $43.9 million in outstanding long-term debt. Of this amount, $15.7 million is debt backed by the full faith and credit of the government. Outstanding debt decreased by $7.7 million during fiscal year 2017 due to scheduled annual debt payments. The chart below shows the amount of debt per capita within the County. The debt per capita has been steadily decreasing over the last 10 fiscal years falling by another $58 during fiscal year 2017. $910 $862 $818 $756 2008 2009 2010 2011 Debt Per Capita $666 $581 $523 $412 $353 $295 r m m 2012 2013 2014 2015 2016 2017 17 2017 2016 General Obligation Debt Limited General Oblig. Note, Series 2015 $15.7 $19.7 Revenue Bonds/Notes Spring Training Facility, Series 2001 6.2 6.7 Water and Sewer Rev. Note, Series 2015 5.2 6.2 Water and Sewer Ref. Rev., Series 2009 16.8 19.0 Total $43.9 $51.6 (Chart in millions) Debt Per Capita $666 $581 $523 $412 $353 $295 r m m 2012 2013 2014 2015 2016 2017 17 Sea turtle on an Indian River County Beach Photo courtesy of Deanna DeRosia (Instagram @sweet. dea. drawings) In accordance with the Florida Statutes, the County adopted investment policies which guide the investment of County funds. These policies establish investment objectives, maturity and liquidity requirements, portfolio composition, risk and diversification requirements, and authorized investments. The primary objectives of investment activities are to preserve capital and maintain sufficient liquidity to meet anticipated cash flow needs. The Clerk invests the surplus funds in accordance with the policy guidelines and earned $2.3 million in interest income in fiscal year 2017. Cash and investments totaled $357.6 million as of September 30. Cash reported on the financial statements includes bank deposits, cash on hand, certificates of deposit, money market accounts, and all highly liquid investments with maturities of ninety days or less when purchased. Total cash was $127.0 million. Investments consist of U.S. Treasury Securities and U.S. Government Agency Securities. Other Market Rate Investments consist of the Florida PRIME Fund, the Florida Trust Day to Day and Short Term Bond Funds, and the Florida Cooperative Liquid Assets Securities System. Investments totaled $230.6 million and the weighted average maturity was 0.92 years. U.S. Agencies $129,531,640 36.2% Cash 127,030,941 35.5% U.S. Treasuries 86,849,111 24.3% Other Market Rate Investments 14,213,772 4.0% Other Market Rate Investments, 4.0% Cash and Investment Balances (in millions as of September 30) $357.6 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 IN "i, 4L am — N- I z-� laialL40 WON Alligator in the San Sebastian River. Photo courtesy of the Sebastian River Area Chamber of Commerce. Established in 1838 by the Florida Constitution, the Clerk of Circuit Court and Comptroller (Clerk) is an elected official responsible for safeguarding public funds and protecting public records. The Clerk's Office performs 926 different constitutional and statutory functions and duties. This number does not include the responsibilities required of the Clerk by Court Rule and Administrative Order. In addition to being the County Comptroller, the Clerk is also the Clerk of the Circuit Court, County Recorder, and Clerk to the Board of the County Commissioners (Board). As the County Comptroller, the Clerk acts as the County Treasurer, Auditor, and Finance Officer, providing a check and balance on the County's budget, revenue, and expenditures. Among other financial duties, the Clerk handles the investment of available county funds, provides financial reporting to the Board, processes accounts payable and payroll, provides accounting services to all departments under the Board of County Commissioners, pre -audits all county expenditures before payment, conducts internal post -audits to determine if financial controls are sufficient, and is responsible for the collection and enforcement of Tourist Tax. As the Clerk of the Circuit Court, the Clerk is responsible for aiding in the judicial process and maintaining the integrity of the court records. Some of the Clerk's responsibilities include processing all Civil and Criminal cases in the county, preparing court dockets, attending hearings and trials, collecting fines and fees, jury management, maintaining custody of all evidence and exhibits entered by the court, maintaining the court registry, auditing guardianship reports and child support payments, issuing marriage licenses, and processing passport applications. As County Recorder, the Clerk is responsible for maintaining the County's Official Records. Some of the Clerk's duties as County Recorder include recording and indexing all deeds, mortgages, and other documents pertaining to real property in the county, recording and indexing all judgments, orders, and other documents pertaining to court cases in the county, processing tax deed applications and conducting sales, recording plats of subdivisions, and collecting and disbursing documentary stamp taxes and intangible taxes. As Clerk to the Board of County Commissioners, the Clerk serves as the custodian of the Board's records. Among other duties, the Clerk attends meetings of the Board and other committees, produces, records, indexes, and distributes the official minutes of these meetings, maintains legal custody of the Official County Seal, and provides citizens a forum through the Value Adjustment Board to address complaints when they believe the Property Appraiser overvalued their property or improperly denied an exemption. 19 Assets Long-term Liabilities What is owned by the County. Includes such items as Includes such items as bonds, notes, compensated pooled cash and investments, receivables, inventories, absences, and other County obligations. deposits with others, and prepaid items. Capital Assets Includes such items as County land, construction in progress, equipment, infrastructure and buildings, and improvements net of depreciation. Capital Grants/Contributions State, federal, other government and private contributions to fund capital projects. Net Investment in Capital Assets Represents amounts invested in capital assets less accumulated depreciation and any outstanding debt used to acquire these assets. Net Position Net worth of the County calculated as the difference between total assets plus deferred outflows of resources, less liabilities and deferred inflows of resources. Deferred Outflow of Resources Operating Grants/Contributions A consumption of net position by the government that is State, federal, other government and private applicable to a future reporting period. contributions to fund specific programs. Deferred Inflow of Resources Per Capita An acquisition of net position by the government that is Amount per County resident. applicable to a future reporting period. Fund Balance The difference between assets plus deferred outflows of resources, less liabilities and deferred inflows of resources reported in the balance sheet of a governmental fund. General Revenues All of the revenues that are not required to be reported as program revenues in the government -wide statement of activities. General revenues include property taxes, sales and use taxes, state -shared revenues, as well as other County—levied taxes, investment income, rents, and the sale of surplus property. Liabilities Debts and obligations of the County. American Flags at Riverside Park during the annual Tunnel to Towers 5K Photo courtesy of JPRlmages. com NN Program Revenues Term used in the statement of activities, which includes charges for services, operating grants, and capital grants. Refunding New bonds or notes issued to retire previously issued bonds on their maturity or callable date. Restricted Funds set aside for a specific purpose due to legal or external requirements. Unrestricted Funds available for the County to use for operations. County Elected Officials Tax Collector Lieutenant Governor State Senate — District 17 Clerk of the Circuit Court and Carole Jean Jordan Carlos Lopez-Cantera Debbie Mayfield County Comptroller www.irctax.com www.flqov.com www.fisenate.gov/senators/sl7 Jeffrey R. Smith Indian River County 850-488-7146 772-226-1970 www.clerk.indian-river.org Administration Building B Indian River County Courthouse 180027 1h St. Attorney General House of Representatives 200016 th Ave. Vero Beach, FL 32960 Pam Bondi District 54 Vero Beach, FL 32960 772-226-1338 www.myfloridalegal.com Erin Grail 772-770-5185 1-866-966-7226 www.myfloridahouse.gov Supervisor of Elections 772-778-5005 Board of County Commissioners Leslie Rossway Swan Chief Financial Officer Susan Adams — District 1 www•voteindianriver.com Jimmy Patronis Federal Elected Officials Joseph E. Flescher— District 2 4375 43rd Ave. www.mvfloridacfo.com United States Senator Tim Zorc — District 3 Vero Beach, FL 32967 1-877-693-5236 Bill Nelson Peter D. O'Bryan — District 4 772-226-3440 www.bilinelson.senate.gov Bob Solari — District 5 Commissioner of Agriculture 1-888-671-4091 www.ircqov.com Sheriff Adam Putnam Indian River County Dery/ Loar www.freshfromflorida.com United States Senator Administration Building A www•iresheriff.org 1-800-435-7352 Marco Rubio 1801 27th St. 4055 41" Ave. www.rubio.senate.gov Vero Beach, FL 32960 Vero Beach, FL 32960 State Attorney 1-866-630-7106 772-226-1490 772-569-6700 19th Judicial Circuit Bruce Colton United States Representative Property Appraiser www.saol9.org District 8 David C. Nolte State Elected Officials 772-226-3300 Bill Posey www.ircpa.org Governor www.poseV.house.gov Indian River County Rick Scott Public Defender 772-226-1701 Administration Building B www.flqov.com 19th Judicial Circuit 1800 27" St. 850-717-9337 Diamond R. Litty Vero Beach, FL 32960 www.pol9.org 772-567-8000, ext. 1469 772-770-5080 I For more information about the Indian River County Clerk of the Circuit Court and Comptroller, visit the Clerk's website at www.clerk.indian-river.org To search Court Records: http://Public.indian-river.org To search Official Records: http://ori.indian-river.org For Foreclosure Auctions: www.indian-river.realforeclose.com For Tax Deed Auctions: www.indian-river.realtaxdeed.com To Apply for a Marriage License: http://ori.indian-river.org/marriaqekiosk To Make Court Payments: indianrivercotix.com To Enroll in Property Fraud Alert: ori.indian-river.orq/fraudalert