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HomeMy WebLinkAbout2025/08/13 - ADMIN - Agenda Packets - Housing Authority - RegularHousing Authority of St. Louis Park  Meeting date: August 13, 2025  Housing Authority, St. Louis Park, Minnesota  Wednesday, August 13, 2025, 5 p.m.   Community Room, first floor  Agenda  1.Call to order ‐ roll call 2.Approval of Minutes for June 2025 3.Hearings: a.None 4.Presentation a.Financial audit for fiscal year (FY) ended December 31, 2024 5.Unfinished Business a.None 6.New Business a.Authorization to enter into a contract with Hennepin County to administer the Stable HOME Rental Assistance program, Resolution No. 778 7.Communications a.Claims Lists: June and July 2025 b.Financials: April 2025 c.Communications: 8.Other: Next scheduled meetings: September 10, 2025 and October 8, 2025 9.Adjournment Auxiliary Aides for those with disabilities are available upon request.  To make arrangements please call  the Housing Authority office at 952‐924‐2579 (TDD 952‐924‐2668) at least 96 hours in advance of  meeting.  1 2 Unofficial minutes Housing Authority meeting St. Louis Park, Minnesota June 11, 2025 1. Call to order: The meeting was called to order at 5:00 p.m. Roll call: Members present: Catherine Courtney, Shelby Conway, Thom Miller and Jolene Tanner Staff present: Karen Barton, Angela Nelson, Marney Olson, and Nicole Randall Guests: Marcus Paul, elections specialist, City of St. Louis Park Rhett Carlson and Will Anderson from Sherman Associates 2. Approval of Minutes – Minutes for the May 2025 board meeting were reviewed. It was moved by Commissioner Courtney, seconded by Commissioner Conway, to approve the May 2025 minutes as presented. Motion passed 4-0. 3. Hearings 4. Presentation – None. 5. Unfinished Business – None 6. New Business a. Elections of officers: Annually, the housing authority board must elect the Chair, Vice-Chair and Secretary to serve on the board. A roster of officers was put forth including Thom Miller as Chair, Shelby Conway as Vice Chair and Jolene Tanner as Secretary. It was moved by Commissioner Courtney, seconded by Commissioner Conway to approve the election of officers. Motion passed 4-0. b. Authorization of Agreement with Sherman Associates to enter into a Housing Assistance Payment (AHAP) contract for PBV units at Beltline Station Redevelopment Project, Resolution No. 777. Ms. Olson summarized the request for 20 project based vouchers (PBV) for Beltline Station redevelopment project in the all-affordable building that will have 82 units. At the May meeting, the board was supportive of the 20 PBV. Staff recommended that the housing authority board approve the authorization to enter into a Housing Assistance Payment (AHAP) contract with Sherman Associates. 3 In response to Commissioner Tanner’s questions, Mr. Anderson confirmed that Sherman Associates intends to renew the PBV for an additional 20 years. If not renewed, the 20 PBV would still be affordable at 60% AMI. There will be no support services provided by the development. It was moved by Commissioner Conway, seconded by Commissioner Tanner to approve Resolution No. 777. Motion passed 3-0 and Commissioner Courtney abstained. c. City council election filing process was presented by Marcus Paul. d. The board discussed and agreed to send a letter of board support for federally funded housing programs to elected officials. 7. Communications 8. Other 9. Adjournment It was moved by Commissioner Miller, seconded by Commissioner Tanner, to adjourn the meeting. Motion passed 4-0. The meeting was adjourned at 5:58 p.m. Respectfully submitted, ______________________________ Jolene Tanner, Secretary 4    Housing Authority of St. Louis Park             Meeting date: August 13, 2025  Agenda item:  4a      Title: Financial audit for fiscal year (FY) ended December 31, 2024    Recommended action: No action is required by the board.  The purpose of the report is to provide  the board with the results of an independent audit conducted to review the housing authority’s (HA)  financial statements for FY ended December 31, 2024     Policy consideration: None    Summary: Each year, the housing authority is required to have an independent audit conducted to  review its financial information. Attached are the audited financial statements and communications  letter for the FY ended December 31, 2024. RedPath and Company, certified public accountants,  conducted the audit in accordance with U.S. generally accepted auditing standards.      Overall, the housing authority is in a solid financial position to meet its outstanding obligations and  continue to operate into the reasonably foreseeable future. For FY ended 2024, the auditor issues  several reports which will be presented at the August 13, 2025 board meeting including:      Opinion regarding the fair presentation of the financial statements: The auditors plan and  perform the audit to obtain reasonable assurance about whether the financial statements are  free of material misstatement and presented in accordance with Accounting Standards. The  result is a “clean” or unmodified opinion issued on the 2024 financial statements.    Report on internal controls: The auditor’s report on internal controls includes one finding over  financial reporting. The material misstatement was related to the Housing Authority’s year‐end  accruals which was corrected by management. Liabilities and cash were adjusted by  $112,522.99 to properly account for year‐end payable accruals. These items related to checks  printed in 2025 which had been backdated in the ledger to post to 2024, resulting in an  understatement of both cash and liabilities at year‐end. The HA believes this was a result of the  new financial software. The HA will review and strengthen year‐end closing procedures and  work with our software and fee accountant on ensuring disbursements are recorded in the  proper reporting period.    Report on Minnesota legal compliance: No findings of noncompliance.   Report on compliance with federal programs: No items of compliance noted. No questioned  costs identified.     Rebecca Peterson, Director of Audit and Accounting Services at RedPath and Company will present the  audit results to the Board and address any questions or concerns.      Supporting documents: Audit governance letter         2024 annual audit financial report     Prepared by: Marney Olson, housing manager      Reviewed by:  Angela Nelson, office assistant, community development  5 6 400 Robert Street North, Suite 1600, St. Paul, MN, 55101 651.426.7000 www.redpathcpas.com COMMUNICATION WITH THOSE CHARGED WITH GOVERNANCE To the Board of Commissioners St. Louis Park Housing Authority St. Louis Park, Minnesota We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the St. Louis Park Housing Authority for the year ended December 31, 2024. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards, Government Auditing Standards and the Uniform Guidance, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated July 31, 2025. Professional standards also require that we communicate to you the following information related to our audit. Significant Audit Matters Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by St. Louis Park Housing Authority are described in Note 1 to the financial statements. No new accounting policies were adopted and the application of existing policies was not changed during 2024, except that the St. Louis Park Housing Authority implemented Governmental Accounting Standards Board Statement (GASBS) No. 101, Compensated Absences, and GASBS No. 100, Accounting Changes and Error Corrections – an amendment of GASB Statement No. 62. The implementation of GASBS No. 101 did not have a material effect on the financial statements. The implementation of GASBS No. 100 resulted in an updated presentation of changes in major funds, as shown in Statement 6. We noted no transactions entered into by St. Louis Park Housing Authority during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements is the: Present value of the subscription liability and related subscription asset 7 St. Louis Park Housing Authority Communication With Those Charged With Governance Page 2 These estimates are based on the Authority’s estimated incremental borrowing rate. We evaluated the key factors and assumptions used to develop the estimates in determining that they are reasonable in relation to the financial statements taken as a whole. The financial statement disclosures are neutral, consistent, and clear. Difficulties Encountered in Performing the Audit We encountered no difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. There were no uncorrected misstatements that have an effect on our opinion on the financial statements. The uncorrected misstatements or the matters underlying them could potentially cause future period financial statements to be materially misstated, even though, in our judgment, such uncorrected misstatements are immaterial to the financial statements under audit. The following material misstatements detected as a result of audit procedures were corrected by management: Liabilities and cash were adjusted by $112,522.99 to properly account for year-end payable accruals. These items related to checks printed in 2025 which had been backdated in the ledger to post to 2024, resulting in an understatement of both cash and liabilities at year-end. Disagreements with Management For purposes of this letter, a disagreement with management is a financial accounting, reporting or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the management representation letter dated July 31, 2025. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to St. Louis Park Housing Authority’s financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. 8 St. Louis Park Housing Authority Communication With Those Charged With Governance Page 3 Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as St. Louis Park Housing Authority’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Documentation of Approval of Payments Audit procedures detected two instances of invoices which were paid by the Authority without documented evidence of dual approval of the payment. In one instance, an approver gave verbal approval for payment which was documented by authority staff, and in a second instance, approval was not maintained with the paid invoice, but was instead identified within a historical Teams message. We recommend that the Authority review its approval process and documentation retention policies to ensure that all paid invoices include documented evidence of approval by the individual(s) authorized to give such approval. Other Matters We applied certain limited procedures to the management’s discussion and analysis, which is required supplementary information (RSI) that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding 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 did not audit the RSI and do not express an opinion or provide any assurance on the RSI. We were engaged to report on the Combining Fund Statements and Schedules and the Schedule of Expenditures of Federal Awards, which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We were not engaged to report on the introductory section, which accompanies the financial statements but is not RSI. Such information has not been subjected to auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on it. Other Reports Various reports on compliance and internal controls are contained in the Single Audit and Other Required Reports section of the audited financial statement document. 9 St. Louis Park Housing Authority Communication With Those Charged With Governance Page 4 Restriction on Use This information is intended solely for the information and use of the Board of Management and management of St. Louis Park Housing Authority and is not intended to be, and should not be, used by anyone other than these specified parties. REDPATH AND COMPANY, LLC St. Paul, Minnesota July 31, 2025 10 ST. LOUIS PARK HOUSING AUTHORITY ANNUAL FINANCIAL REPORT For the Year Ended December 31, 2024 11 - This page intentionally left blank - 12 ST. LOUIS PARK HOUSING AUTHORITY TABLE OF CONTENTS Page Reference No. Board of Commissioners and Administration 3 Independent Auditor's Report 7 Management's Discussion and Analysis 11 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Position Statement 1 21 Statement of Activities Statement 2 22 Fund Financial Statements: Balance Sheet - Governmental Funds Statement 3 24 Statement of Revenues, Expenditures and Changes in Fund Balance - Governmental Funds Statement 4 25 Statement of Net Position - Proprietary Funds Statement 5 26 Statement of Revenues, Expenses and Changes in Fund Net Position - Proprietary Funds Statement 6 27 Statement of Cash Flows - Proprietary Funds Statement 7 28 Notes to Financial Statements 29 Combining Fund Statements and Schedules: Combining Statement of Net Position - Nonmajor Proprietary Funds Statement 8 42 Combining Statement of Revenues, Expenses and Changes in Fund Net Position - Nonmajor Proprietary Funds Statement 9 43 Combining Statement of Cash Flows - Nonmajor Proprietary Funds Statement 10 44 Schedule of Modernization Costs Schedule 1 45 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 49 Minnesota Legal Compliance Report 51 Independent Auditor's Report on Compliance For Each Major Program and on Internal Control over Compliance required by the Uniform Guidance 53 Schedule of Expenditures of Federal Awards 57 Schedule of Findings and Questioned Costs 59 Summary Schedule of Prior Year Audit Findings 61 INTRODUCTORY SECTION FINANCIAL SECTION SINGLE AUDIT AND OTHER REQUIRED REPORTS SUPPLEMENTARY INFORMATION 13 - This page intentionally left blank - 14 INTRODUCTORY SECTION 1 15 - This page intentionally left blank - 2 16 ST. LOUIS PARK HOUSING AUTHORITY BOARD OF COMMISSIONERS AND ADMINISTRATION December 31, 2024 Elected Officials Position Term Expires Catherine Courtney Commissioner May 31, 2026 Shelby Conway Commissioner May 31, 2028 Reynold Burrowes Secretary May 31, 2027 Thom Miller Chairperson May 31, 2029 Paul Beck Vice Chairperson .December 31, 2024 Administration Karen Barton Executive Director Marney Olson Housing Supervisor Nicole Randall Housing Assistance Administrator 3 17 - This page intentionally left blank - 4 18 FINANCIAL SECTION 5 19 - This page intentionally left blank - 6 20 400 Robert Street North, Suite 1600, St. Paul, MN, 55101 651.426.7000 www.redpathcpas.com INDEPENDENT AUDITOR'S REPORT To the Board of Commissioners St. Louis Park Housing Authority St. Louis Park, Minnesota Report on the Audit of the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of St. Louis Park Housing Authority, as of and for the year ended December 31, 2024, and the related notes to the financial statements, which collectively comprise St. Louis Park Housing Authority's basic financial statements as listed in the table of contents. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of St. Louis Park Housing Authority, as of December 31, 2024, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions 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. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of St. Louis Park Housing Authority and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions 7 21 Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for 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. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about St. Louis Park Housing Authority’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Governmental Auditing Standards, we:  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.  Obtain an understanding of internal control relevant to the audit 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 St. Louis Park Housing Authority 's internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about St. Louis Park Housing Authority 's ability to continue as a going concern for a reasonable period of time. 8 22 We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, 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. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise St. Louis Park Housing Authority’s basic financial statements. The accompanying combining fund statements and schedules and schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The 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 fund statements and schedules, and the schedule of expenditures of federal awards are fairly stated, in all material respects, in relation to the basic financial statements as a whole. 9 23 Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory section but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated July 31, 2025, on our consideration of St. Louis Park Housing Authority’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 St. Louis Park Housing Authority'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 St. Louis Park Housing Authority’s internal control over financial reporting and compliance. REDPATH AND COMPANY, LLC St. Paul, Minnesota July 31, 2025 10 24 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 As management of the St. Louis Park Housing Authority (“the Authority”), we offer readers of the Authority’s financial statements this narrative overview and analysis of the financial activities of the Authority for the fiscal year ended December 31, 2024. FINANCIAL AND DEVELOPMENT HIGHLIGHTS The assets of the Authority exceeded liabilities at the close of the most recent fiscal year by $5,170,884. Of this amount, $1,797,497 of unrestricted net position may be used to meet the Authority’s ongoing obligations. The Authority’s total net position increased by $417,408 which is due to Public Housing rent revenue HUD operating grants and contributions, significant public housing capital improvements and increased interest earned. As of the close of the current fiscal year, the business-type activities of the Authority reported an ending net position of $4,491,188 of which $69,829 is restricted for FSS program participants, $1,130,878 is unrestricted, and $3,290,481 is the net investment in capital assets. The governmental activities of the Authority reported an ending net position of $679,696, of which $666,619 is unrestricted and $13,077 is restricted. OVERVIEW OF THE FINANCIAL STATEMENTS The management’s discussion and analysis (MD&A) is intended to serve as an introduction to the Authority’s basic financial statements. The Authority’s basic financial statements are comprised of three components: 1) government-wide financial statements, 2) fund financial statements and 3) notes to the financial statements. This report also contains supplementary information in addition to the basic financial statements themselves. Government-Wide Financial Statements – The government-wide financial statements are designed to provide readers with a broad overview of the Authority’s finances in a manner similar to a private-sector business. The Statement of Net Position presents information on all of the Authority’s assets and liabilities, with the difference between the two 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 Authority is improving or deteriorating. The Statement of Activities presents information showing how the Authority’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will not result in cash flows until future periods (e.g. earned but unused flex leave). 11 25 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 Both of the government-wide financial statements distinguish functions of the Authority that are principally supported by interest revenue (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the Authority include only the governmental activity of general government. The business-type activities of the Authority are rental properties that are either directly owned by the Authority or owned privately. Those which are owned privately have a contract with the Authority to provide low income housing. The government-wide financial statements can be found on pages 21-23 of this report. Fund Financial Statements – A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Authority, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance- related legal requirements. All funds of the Authority can be divided into two categories: governmental funds and proprietary funds. Governmental Funds – Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financial requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the Authority’s near-term financial decisions. Both the governmental funds Balance Sheet and governmental funds Statement of Revenues, Expenditures and Changes in Fund Balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The Authority maintains one governmental fund. Information is presented separately in the governmental fund Balance Sheet and in the governmental fund Statement of Revenues, Expenditures and Changes in Fund Balances for the General Fund, which is considered to be a major fund. The basic governmental fund financial statements can be found on pages 24-25 of this report. Proprietary Funds – The Authority maintains one type of proprietary fund, enterprise. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Authority uses enterprise funds to account for its Public Housing, Housing Vouchers, Stable Home, Kids in the Park, Resident Opportunity and Self-Sufficiency (ROSS), and Family Self-Sufficiency (FSS) Programs. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for Public Housing, Housing Vouchers, Stable Home, Kids in the Park, ROSS, and FSS Programs. The Public Housing, Housing Vouchers, Stable Home Programs, and Kids in the Park Programs are considered major funds. The basic proprietary fund financial statements can be found on pages 26-28 of this report. 12 26 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 Notes to the Financial Statements – The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The Notes to the Financial Statements can be found on pages 29-39 of this report. GOVERNMENT-WIDE FINANCIAL ANALYSIS As noted earlier, net position may serve over time as a useful indictor of a government’s financial position. In the case of the Authority, the net position was $5,170,884 at the close of the most recent fiscal year. The largest portion of the Authority’s net position $3,290,481, or 63.6%, reflects its investment in capital assets (e.g. land, buildings, and equipment). These capital assets are not available for future spending. Unrestricted net position of $1,797,497, or 34.8%, may be used to meet the Authority’s ongoing obligations. Total restricted net position of $82,906, or 1.6%, consists of $13,077 for the Louisiana Court Project and $69,829 for housing vouchers. At the end of the fiscal year, the Authority was able to report positive balances in both categories of net position, both for the Authority as a whole, as well for its separate governmental and business-type activities. Net Position 2024 2023 2024 2023 2024 2023 Current and Other Assets $680,012 $729,770 $1,587,340 $1,774,152 $2,267,352 $2,503,922 Capital and Noncurrent Assets - - 3,653,282 3,087,203 3,653,282 3,087,203 Total Assets $680,012 $729,770 $5,240,622 $4,861,355 $5,920,634 $5,591,125 Current Liabilities $316 $69,346 $306,121 $414,527 $306,437 $483,873 Long-Term Liabilities - - 443,313 353,776 443,313 353,776 Total Liabilities 316 69,346 749,434 768,303 749,750 837,649 Net Position: Invested in Capital Assets Net of Related Debt - - 3,290,481 2,832,201 3,290,481 2,832,201 Restricted 13,077 12,435 69,829 36,067 82,906 48,502 Unrestricted 666,619 647,989 1,130,878 1,224,784 1,797,497 1,872,773 Total Net Position 679,696 660,424 4,491,188 4,093,052 5,170,884 4,753,476 Total Liabilities and Net Position $680,012 $729,770 $5,240,622 $4,861,355 $5,920,634 $5,591,125 Governmental Business-Type Activities Activities Total 13 27 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 Change in Net Position 2024 2023 2024 2023 2024 2023 REVENUES: Program Revenues: Charges for Services $ - $ - $989,371 $951,507 $989,371 $951,507 Operating Grants and Contributions 642 596 6,421,494 5,170,608 6,422,136 5,171,204 Capital Grants and Contributions - - 720,123 374,164 720,123 374,164 General Revenues: Investment Earnings 18,758 19,756 18,787 17,584 37,545 37,340 Miscellaneous revenue 3,881 - 8,421 - 12,302 - Total Revenues 23,281 20,352 8,158,196 6,513,863 8,181,477 6,534,215 EXPENSES: General Government 4,009 3,008 - - 4,009 3,008 Public Housing - - 1,820,282 1,715,558 1,820,282 1,715,558 Housing Vouchers - - 5,060,989 4,023,445 5,060,989 4,023,445 FSS Program - - 62,937 60,268 62,937 60,268 ROSS Program - - 79,629 80,080 79,629 80,080 Stable Home - - 500,994 313,767 500,994 313,767 Kids in the Park - - 235,229 231,054 235,229 231,054 Total Expenses 4,009 3,008 7,760,060 6,424,172 7,764,069 6,427,180 Change in Net Position 19,272 17,344 398,136 89,691 417,408 107,035 Net Position - January 1 660,424 643,080 4,093,052 4,003,361 4,753,476 4,646,441 Net Position - December 31 $679,696 $660,424 $4,491,188 $4,093,052 $5,170,884 $4,753,476 Activities Activities Total Governmental Business-Type Governmental Activities Governmental activities increased the Authority’s net position by $19,272. This increase is a result of increased investment earnings. Business-Type Activities Business-type activities increased net position by $398,136. The increase was primarily due to increases in Public Housing capital improvements, Public Housing rental revenue and HUD operating grants and contributions. 14 28 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 Expenses and Program Revenues – Business-Type Activities $2,137,115 $5,100,706 $512,154 $1,820,282 $5,060,989 $500,994 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 $5,500,000 Public Housing Housing Vouchers Stable Home Revenue Expense $62,937 $79,629 $238,447 $62,937 $79,629 $235,229 $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 FSS Program ROSS Kids in the Park Revenue Expense 15 29 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 Revenues by Source – Business-Type Activities Charges for Services 12% Operating Grants and Contributions 79% Capital Grants and Contributions 9% Expenses by Source – Business-Type Activities Public Housing 24% Housing Vouchers 65% FSS Program 1% ROSS 1% Stable Home 6% Kids in the Park 3% 16 30 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 FINANCIAL ANALYSIS OF THE GOVERNMENT'S FUNDS Governmental Funds – The focus of the Authority’s governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing the Authority’s financing requirements. In particular, unassigned fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the Authority’s governmental fund reported an ending fund balance of $679,696, of which $666,619 is unrestricted and $13,077 is restricted. Proprietary Funds – The Authority’s proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. At the end of the current fiscal year, the Authority’s proprietary funds reported combined net position of $4,491,188. Of this total, 73.3% or 3,290,481, was invested in capital assets, 1.6%, or $69,829, was restricted for housing vouchers, and 25.2%, or $1,130,878 was unrestricted. The Public Housing Program receives grants from HUD for subsidizing operations, purchasing of certain equipment, and dwelling and non-dwelling improvements. If a grant is for capital expenses and all funds are spent, it is closed and the capital improvements are transferred and capitalized into the Public Housing Fund. In addition, the grant may be used to supplement operations of the Public Housing Fund. This year, the Public Housing Program experienced a increase in net position of $339,381. This is attributed to increased rent revenue and significant increase in capital improvements. The Housing Vouchers Program had an increase in net position of $44,377. This is attributed to an increase in Housing Assistance Payments, admin fees and interest income. The Stable Home Program had an increase in net position of $11,160 for the fiscal year. This is attributed to an increase in program participation and increased admin fees. The Kids in the Park Program had an increase in net position of $3,218. This is attributed to an increase in program participation and admin fees. The Resident Opportunity and Self-Sufficiency Program had a $0 change in net position. The Family Self-Sufficiency Program had a $0 change in net position. Budgetary Highlights There were no modifications to any of the budgeted amounts in any program during the fiscal year ending December 31, 2024. 17 31 THE ST. LOUIS PARK HOUSING AUTHORITY MANAGEMENT’S DISCUSSION AND ANALYSIS December 31, 2024 CAPITAL ASSET AND DEBT ADMINISTRATION Capital Assets – The Authority’s capital assets for its governmental and business-type activities as of December 31, 2024, amounted to $3,653,282 (net of accumulated depreciation and amortization). This investment in capital assets includes land, buildings, structures, furniture and fixtures. Capital purchases for the year were for building improvements of $771,332 and subscription- based IT arrangements of $145,909. Depreciation and amortization on capital assets totaled $351,162 during the fiscal year. Capital Assets (Net of Depreciation) Percent 2024 2023 Change Land $655,352 $655,352 0% Land improvements 129,694 149,072 (13.0%) Building 254,947 294,125 (13.3%) Building improvements 2,481,823 1,970,450 26% Equipment 14,738 18,204 (19.0%) Right-to-use subscription asset 116,728 - 0% Total $3,653,282 $3,087,203 18% Business-Type Activities Requests for Information – This financial report is designed to provide a general overview of the Authority’s finances for all those with an interest in the Authority’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City of St. Louis Park Housing Authority, Attention: Marney Olson – Housing Supervisor, 5005 Minnetonka Blvd, St. Louis Park, Minnesota, 55416, or molson@stlouisparkmn.gov. 18 32 BASIC FINANCIAL STATEMENTS 19 33 - This page intentionally left blank - 20 34 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF NET POSITION Statement 1 December 31, 2024 Governmental Business-Type Assets:Activities Activities Total Current assets: Cash and cash equivalents $164,869 $994,802 $1,159,671 Restricted cash and cash equivalents -92,632 92,632 Investments 373,419 391,312 764,731 Restricted investments 13,077 -13,077 Accounts receivable -30,331 30,331 Due from other governments -157,348 157,348 Due to/from other funds (internal balances)128,647 (128,647) - Prepaid items -49,562 49,562 Total current assets 680,012 1,587,340 2,267,352 Noncurrent assets: Capital assets not being depreciated: Land -655,352 655,352 Capital assets being depreciated and amortized: Land improvements -655,765 655,765 Buildings -3,629,598 3,629,598 Building improvements - 11,431,739 11,431,739 Equipment -93,328 93,328 Right-to-use subscription asset -145,909 145,909 Total cost 0 16,611,691 16,611,691 Less: accumulated depreciation and amortization - (12,958,409) (12,958,409) Total noncurrent assets 0 3,653,282 3,653,282 Total assets $680,012 $5,240,622 $5,920,634 Liabilities: Accounts payable $316 $49,611 $49,927 Tenant security deposits -42,245 42,245 Unearned revenue -7,436 7,436 Salaries and benefits payable -68,949 68,949 Due to other governments -36,302 36,302 FSS escrow liability: Payable after one year -92,632 92,632 Compensated absences payable: Payable within one year -77,174 77,174 Payable after one year -12,284 12,284 Subscription-based IT arrangement liability Payable within one year -24,404 24,404 Payable after one year -83,395 83,395 Long-term debt -255,002 255,002 Total liabilities 316 749,434 749,750 Net position: Net investment in capital assets -3,290,481 3,290,481 Restricted for: FSS program participants -69,829 69,829 Other projects 13,077 -13,077 Unrestricted 666,619 1,130,878 1,797,497 Total net position 679,696 4,491,188 5,170,884 Total liabilities and net position $680,012 $5,240,622 $5,920,634 The accompanying notes are an integral part of these financial statements. 21 35 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF ACTIVITIES For The Year Ended December 31, 2024 Functions/Programs Expenses Governmental activities: General government $4,009 Business-type activities: Public housing 1,820,282 Housing vouchers 5,060,989 FSS program 62,937 ROSS program 79,629 Stable home 500,994 Kids in the park 235,229 Total business-type activities 7,760,060 Total governmental and business-type activities $7,764,069 The accompanying notes are an integral part of these financial statements. 22 36 Statement 2 Operating Capital Charges For Grants and Grants and Governmental Business-Type Services Contributions Contributions Activities Activities Totals $ - $642 $ - ($3,367)$ - ($3,367) 989,371 427,621 720,123 - 316,833 316,833 - 5,100,706 - - 39,717 39,717 - 62,937 - - - - - 79,629 - - - - - 512,154 - - 11,160 11,160 - 238,447 - - 3,218 3,218 989,371 6,421,494 720,123 0 370,928 370,928 $989,371 $6,422,136 $720,123 (3,367)370,928 367,561 General revenues: Unrestricted investment earnings 18,758 18,787 37,545 Miscellaneous income 3,881 8,421 12,302 Change in net position 19,272 398,136 417,408 Net position - January 1 660,424 4,093,052 4,753,476 Net position - December 31 $679,696 $4,491,188 $5,170,884 Program Revenues Net (Expense) Revenue and Changes in Net Position Primary Government The accompanying notes are an integral part of these financial statements. 23 37 ST. LOUIS PARK HOUSING AUTHORITY BALANCE SHEET Statement 3 GOVERNMENTAL FUNDS December 31, 2024 General Fund (30) Assets: Cash and cash equivalents $164,869 Investments 373,419 Due from other funds 128,647 Restricted assets: Investments 13,077 Total assets $680,012 Liabilities and Fund Balance Liabilities: Accounts payable $316 Total liabilities 316 Fund balance: Restricted 13,077 Unassigned 666,619 Total fund balance 679,696 Total liabilities and fund balance $680,012 Note: No reconciling items for the statement of net position. The accompanying notes are an integral part of these financial statements. 24 38 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF REVENUES, EXPENDITURES AND Statement 4 CHANGES IN FUND BALANCE GOVERNMENTAL FUNDS For The Year Ended December 31, 2024 General Fund (30) Revenues: Miscellaneous: Interest revenue - unrestricted $18,758 Interest revenue - restricted 642 Other 3,881 Total revenues 23,281 Expenditures: Current: General government 4,009 Net change in fund balance 19,272 Fund balance - January 1 660,424 Fund balance - December 31 $679,696 Note: No reconciling items for the statement of activities. The accompanying notes are an integral part of these financial statements. 25 39 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF NET POSITION Statement 5 PROPRIETARY FUNDS December 31, 2024 Public Housing (10, 11) Housing Vouchers (20, 21) Stable Home (25) Kids in the Park (27) Other Nonmajor Proprietary Funds Total Assets Current assets: Cash and cash equivalents $645,714 $262,054 $46,657 $40,377 $ - $994,802 Restricted cash and cash equivalents 22,803 69,829 - - - 92,632 Investments 328,528 62,784 - - - 391,312 Accounts receivable 13,783 13,744 2,804 - - 30,331 Due from other governments 12,238 73,589 44,769 20,131 6,621 157,348 Prepaid items 49,299 263 - - - 49,562 Total current assets 1,072,365 482,263 94,230 60,508 6,621 1,715,987 Noncurrent assets: Capital assets: Land 655,352 - - - - 655,352 Land improvements 655,765 - - - - 655,765 Buildings 3,629,598 - - - - 3,629,598 Building improvements 11,431,739 - - - - 11,431,739 Equipment 93,328 - - - - 93,328 Subscription-based IT arrangement 40,855 94,841 5,836 4,377 - 145,909 Total capital assets 16,506,637 94,841 5,836 4,377 - 16,611,691 Less: accumulated depreciation and amortization (12,937,399) (18,968) (1,167)(875) - (12,958,409) Total noncurrent assets 3,569,238 75,873 4,669 3,502 0 3,653,282 Total assets $4,641,603 $558,136 $98,899 $64,010 $6,621 $5,369,269 Liabilities Current liabilities: Accounts payable $37,539 $9,615 $585 $1,872 $ - $49,611 Tenant security deposits 42,245 - - - - 42,245 Unearned revenue 7,436 - - - - 7,436 Salaries and benefits payable 48,551 16,899 2,560 939 - 68,949 Due to other funds 12,444 - 65,285 44,297 6,621 128,647 Due to other governments 36,302 - - - - 36,302 Subscription-based IT arrangement liability - current 6,833 15,863 976 732 - 24,404 Compensated absences payable 65,863 9,216 1,524 571 - 77,174 Total current liabilities 257,213 51,593 70,930 48,411 6,621 434,768 Noncurrent liabilities: FSS escrow liability 22,803 69,829 - - - 92,632 Compensated absences payable 10,484 1,467 243 90 - 12,284 Subscription-based IT arrangement liability - noncurrent 23,351 54,206 3,336 2,502 - 83,395 Long-term debt 255,002 - - - - 255,002 Total noncurrent liabilities 311,640 125,502 3,579 2,592 0 443,313 Total liabilities 568,853 177,095 74,509 51,003 6,621 878,081 Net position Net investment in capital assets 3,284,052 5,804 357 268 - 3,290,481 Restricted - 69,829 - - - 69,829 Unrestricted 788,698 305,408 24,033 12,739 - 1,130,878 Total net position 4,072,750 381,041 24,390 13,007 - 4,491,188 Total liabilities and net position $4,641,603 $558,136 $98,899 $64,010 $6,621 $5,369,269 The accompanying notes are an integral part of these financial statements. 26 40 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF REVENUES, EXPENSES AND Statement 6 CHANGES IN FUND NET POSITION PROPRIETARY FUNDS For The Year Ended December 31, 2024 Public Housing (10, 11) Housing Vouchers (20, 21) Stable Home (25) Kids in the Park (27) Other Nonmajor Proprietary Funds Total Operating revenues: HUD PHA operating grants $427,621 $4,978,781 $ - $ - $79,629 $5,486,031 Rental income 975,945 - - - - 975,945 Program income - - 512,154 238,447 62,937 813,538 Excess utilities 13,426 - - - - 13,426 Portability income - 121,925 - - - 121,925 Other 6,842 1,579 - - - 8,421 Total operating revenues 1,423,834 5,102,285 512,154 238,447 142,566 7,419,286 Operating expenses: Administrative expenses 483,954 346,752 40,845 29,690 7,629 908,870 Tenant services - - - 204,664 134,937 339,601 Utility 248,383 52 - - - 248,435 Depreciation and amortization 330,152 18,968 1,167 875 - 351,162 Maintenance and operations 575,829 - - - - 575,829 General expense 179,845 92,638 - - - 272,483 Housing assistance portability payments - 113,588 - - - 113,588 Housing assistance 2,119 4,488,991 458,982 - - 4,950,092 Total operating expenses 1,820,282 5,060,989 500,994 235,229 142,566 7,760,060 Operating income (loss) (396,448) 41,296 11,160 3,218 - (340,774) Nonoperating revenues: Investment income 15,706 3,081 - - - 18,787 Income (loss) before contributions (380,742) 44,377 11,160 3,218 - (321,987) Contributions: HUD Capital Grant - capital contributions 720,123 - - - - 720,123 Change in net position 339,381 44,377 11,160 3,218 - 398,136 Net position - January 1, as previously presented 3,733,369 336,664 13,230 - 9,789 4,093,052 Change within financial reporting entity (nonmajor to major fund) - - - 9,789 (9,789) - Net position - January 1, as adjusted 3,733,369 336,664 13,230 9,789 - 4,093,052 Net position - December 31 $4,072,750 $381,041 $24,390 $13,007 $0 $4,491,188 The accompanying notes are an integral part of these financial statements. 27 41 ST. LOUIS PARK HOUSING AUTHORITY STATEMENT OF CASH FLOWS Statement 7 PROPRIETARY FUNDS For The Year Ended December 31, 2024 Public Housing (10, 11) Housing Vouchers (20, 21) Stable Home (25) Kids in the Park (27) Other Nonmajor Proprietary Funds Total Cash flows - operating activities: Receipts from customers and users $1,499,707 $5,108,755 $504,698 $240,420 $143,166 $7,496,746 Payments to suppliers (1,597,994) (4,690,848) (458,542) (202,937) (149,787) (7,100,108) Payments to employees (10,743) (346,573) (41,442) (30,113) - (428,871) Net cash flows - operating activities (109,030) 71,334 4,714 7,370 (6,621) (32,233) Cash flows - noncapital financing activities: Due to/from other funds 79,541 1,903 8,979 15,506 6,621 112,550 Cash flows - capital and related financing activities: Proceeds from HUD - capital funds 720,123 - - - 720,123 Principal paid on subscription asset (7,675) (17,817) (1,096) (822) - (27,410) Purchase of capital asset (774,328) (6,955) (428) (321) - (782,032) Net cash flows - capital and related financial activities (61,880) (24,772) (1,524) (1,143) 0 (89,319) Cash flows - investing activities: Net change in investments (16,121) (3,081) - - - (19,202) Interest and dividends received 15,706 3,081 - - - 18,787 Net cash flows - investing activities (415) 0 0 0 0 (415) Net change in cash and cash equivalents (91,784) 48,465 12,169 21,733 - (9,417) Cash and cash equivalents - January 1 737,498 213,589 34,488 18,644 - 1,004,219 Cash and cash equivalents - December 31 $645,714 $262,054 $46,657 $40,377 $0 $994,802 Reconciliation of operating loss to net cash flows - operating activities: Operating income (loss) ($396,448) $41,296 $11,160 $3,218 $ - ($340,774) Adjustments to reconcile operating income (loss) to net cash flows - operating activities: Depreciation and amortization expense 330,152 18,968 1,167 875 - 351,162 Change in: Accounts receivable 29,737 (13,744) (2,804) - - 13,189 Due from other governments 38,700 28,854 (4,652) - 600 63,502 Prepaid items (49,299) (263) - - - (49,562) Accounts payable (48,036) 8,537 440 1,727 (7,221) (44,553) Tenant security deposits (5,147) - - - - (5,147) Unearned revenue 7,436 - - - - 7,436 Due to other governments (5,382) (3,853) - 1,973 - (7,262) Salaries and benefits payable (19,855) (8,640) (286) (248) - (29,029) Compensated absences payable 9,112 179 (311) (175) - 8,805 Total adjustments 287,418 30,038 (6,446) 4,152 (6,621) 308,541 Net cash flows - operating activities ($109,030) $71,334 $4,714 $7,370 ($6,621) ($32,233) The accompanying notes are an integral part of these financial statements. 28 42 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. REPORTING ENTITY The St. Louis Park Housing Authority (the “Authority”) operates as a special purpose government unit for the purpose of providing housing and redevelopment services to the St. Louis Park, Minnesota, area. The governing body consists of a five member Board of Commissioners appointed by the Mayor of St. Louis Park and approved by the City Council to serve five-year terms. The accounting policies of the Authority conform to accounting principles generally accepted in the United States of America. The financial statements present the Authority and its component units. The Authority includes all funds, account groups, organizations, institutions, agencies, departments and offices that are not legally separate from such. Component units are legally separate organizations for which the officials of the Authority are financially accountable and are included within the basic financial statements of the Authority because of the significance of their operational or financial relationships with the Authority. The Authority is considered financially accountable for a component unit if it appoints a voting majority of the organization's governing body and it is able to impose its will on the organization by significantly influencing the programs, projects, activities or level of services performed or provided by the organization or there is a potential for the organization to provide specific financial benefits to or impose specific financial burdens on, the Authority. As a result of applying the component unit definition criteria above, the Authority has no component units. B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., the Statement of Net Position and the Statement of Activities) report information on all of the activities of the Authority. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The Statement of Activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include: 1) charges to customers or applicants who purchase, use or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Other items not properly included among program revenues are reported instead as general revenues. Internally dedicated resources are reported as general revenues rather than as program revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. 29 43 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING AND FINANCIAL STATEMENT PRESENTATION The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period, or soon enough thereafter, to pay liabilities of the current period. For this purpose, the Authority considers revenues to be available if they are collected within 30 days of the end of the current period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Description of Funds: Major governmental funds: General Fund - This Fund is the general operating fund of the Authority. It accounts for all financial resources of the general Authority, except those required to be accounted for in another fund. Major proprietary funds: Public Housing Program - This Fund accounts for the receipts and disbursements of the Program for eligible participants within the Authority. Housing Vouchers Program - This Fund accounts for the receipts and disbursements of the Program for eligible participants within the Authority. Stable Home Program – This Fund accounts for the receipts and disbursements of the Program for eligible participants within the Authority. Kids in the Park Program – This Fund accounts for the receipts and disbursements of the Program for eligible participants within the Authority. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the Public Housing and Housing Voucher Funds are rental income and contributions from HUD. Operating expenses for enterprise funds include the cost of services, administrative expenses and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the Authority’s practice to use restricted resources first, then unrestricted resources as they are needed. When committed, assigned or unassigned resources are available for use, it is the Authority’s policy to first use committed resources, then assigned and then unassigned resources as they are needed. 30 44 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 D. ASSETS, LIABILITIES, NET POSITION OR FUND BALANCE 1. Encumbrances Encumbrances represent outstanding purchase orders and unfulfilled commitments that are issued to outside vendors and budgeted in the current year but do not include amounts that are set up as liabilities, amounts for personal services to be performed by Authority employees and purchase orders applicable to the subsequent years’ budget. As of December 31, 2024, no outstanding encumbrances existed. 2. Budget The Authority does not adopt a budget for the General Fund as it is not legally required to do so. 3. Deposits and Investments The Authority’s cash and cash equivalents are considered to be cash on hand, demand deposits and highly liquid debt instruments purchased with original maturities of three months or less from the date of acquisition. Investments are stated at fair value. Minnesota Statutes authorize the Authority to invest in obligations of the U.S. Treasury, agencies and instrumentalities, shares of investment companies whose only investments are in the aforementioned securities, obligations of the State of Minnesota or its municipalities, bankers’ acceptances, future contracts, repurchase and reverse repurchase agreements and commercial paper of the highest quality with a maturity of no longer than 270 days and in the Minnesota Municipal Investment Pool. The Authority has an investment policy in place that addresses the following risks: Custodial Credit Risk - Deposits: This is the risk that in the event of a bank failure, the Authority’s deposits may not be returned to them. Minnesota Statutes requires all deposits be protected by federal depository insurance, corporate surety bonds or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by Federal Deposit Insurance Corporation (FDIC) insurance or corporate surety bonds. The Authority's investment policy states there will be full protection in the form of a bond or collateral, for all deposits in excess of amounts insured by the FDIC and that bond or collateral shall be at least 10% more than the amount of the excess deposits with the financial institution. Interest Rate Risk: This is the risk that market values of securities in a portfolio would decrease due to changes in market interest rates. The investment policy states the Authority will limit its maximum final stated maturities to five years unless specific authority is given by the Board of Commissioners. Credit Risk: This is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. Minnesota Statutes 118A.04 and 118A.05 limit investments that are in the top two ratings issued by nationally recognized statistical rating organizations. The Authority’s investment policy limits its investments to those allowed by state statutes. Concentration of Credit Risk: This is the risk of loss attributed to the magnitude of an investment in a single issuer. The Authority's investment policy states the investments will be diversified by security type and institution. Custodial Credit Risk- Investments: This is the risk that in the event of the failure of the counterparty, the Authority will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The investment policy of the Authority states the investment broker must provide asset protection of $500,000 through the Securities Investor Protection Corporation (SIPC) and at least another $2,000,000 supplemental insurance protection. 31 45 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 4.Prepaid Items Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. Prepaid items are recorded as an expenditure at the time of consumption. 5.Capital Assets Capital assets, which include property, plant and equipment assets, are reported in the business-type activities column in the government-wide financial statements. Capital assets are defined by the Authority as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Property, plant and equipment is depreciated using the straight-line method over the following estimated useful lives: Buildings 40 years Land improvements 15-20 years Building improvements 15-20 years Equipment 3-10 years 6.Unearned Revenue Unearned revenue represents housing rent and government grants received prior to the period for which it is applicable or expended. 7.Fund Balance Classifications In the fund financial statements, governmental funds report fund balance in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: Nonspendable - These are amounts that cannot be spent because they are not in spendable form, such as prepaid items and inventories. Restricted - These are amounts that are restricted to specific purposes either by a) constraints placed on the use of resources by creditors, grantors, contributors, or laws or regulations of other governments or b) imposed by law through enabling legislation. Committed - These are amounts comprised of unrestricted funds that can only be used for specific purposes pursuant to constraints imposed by formal action of the Board of Commissioners (highest level of decision making authority) through resolution and that remain binding unless removed by the Board of Commissioners by subsequent formal action. Assigned - These are amounts that are constrained by the Authority’s intent to be used for specific purposes but are neither restricted nor committed. Assignments are made by the Authority’s Executive Director based on the Board of Commissioner’s direction. Unassigned - These are residual amounts in the General Fund not reported in any other classification. At December 31, 2024, the Authority did not have a formally approved minimum fund balance policy. 32 46 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 8. Compensated Absences The Authority compensates retiring employees for their earned time based on the number of years of service at the current rate of pay. All leave time that is attributable to services already rendered, accumulates, and are more likely than not to be used for time off or otherwise paid, has been accrued as a liability at year-end in the proprietary funds and business type activities. 9. Interfund Receivables/Payables The following is a summary of the interfund receivable/payable balances as of December 31, 2024: Receivable Payable General Fund $128,647 $ - Public Housing Fund - 12,444 Stable Home Fund - 65,285 Kids in the Park - 44,297 Nonmajor Proprietary Funds - 6,621 Total $128,647 $128,647 The interfund receivable/payables represent common costs shared by the Authority’s funds. 10. Net Position Net position represents the difference between assets and liabilities in the government-wide financial statements. Net investment in capital assets consists of capital assets, net of accumulated depreciation, reduced by the outstanding balance of any long-term debt used to build or acquire the capital assets. Net position is reported as restricted in the government-wide financial statements when there are limitations on their use through external restrictions imposed by creditors, grantors or laws or regulations of other governments. 11. Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements. Estimates also affect the reported amounts of revenue and expenditures/expense during the reporting period. Actual results could differ from those estimates. 33 47 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 12. Due from Other Governments The following is a summary of amounts due from other governments at December 31, 2024: Due from HUD: ROSS $6,621 Section 8 - HAP 35,001 Section 8 - HAP Mainstream 15,403 CFP LOCCS 12,238 Due from Other - Section 8 Portability 23,185 Due from Hennepin County, Minnesota 44,769 Due from City of St. Louis Park, Minnesota 20,131 $157,348 Due from HUD amounts are for program costs earned but not received. Note 2 DEPOSITS AND INVESTMENTS A. DEPOSITS Custodial Credit Risk: As of December 31, 2024, the Authority’s bank balances were not exposed to custodial credit risk because they were insured and fully collateralized with securities held by the pledging financial institution's trust department or agent and in the Authority's name. The carrying amount of the Authority’s deposits at December 31, 2024 was comprised of the following: General fund checking $164,869 Public Housing checking 645,614 Housing Vouchers checking 262,054 Stable Home checking 46,657 Kids in the Park checking 40,377 Public Housing - restricted 22,803 Housing Vouchers - restricted 69,829 Total deposits $1,252,203 34 48 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 B. INVESTMENTS As of December 31, 2024, the Authority had the following investments and maturities: Fair Less Investment Type Rating Value Than 1 1-5 Money market mutual funds NR $678,273 $678,273 $ - Brokered certificates of deposit NR 99,535 99,535 - Total $777,808 $777,808 $0 Total investments $777,808 Deposits 1,252,203 Petty cash 100 Total cash and investments $2,030,111 Investment Maturities (in Years) Deposits and investments are presented in the December 31, 2024 basic financial statements as follows: Statement of net position: Governmental activities: Cash and cash equivalents $164,869 Investments 373,419 Restricted investments 13,077 Business-type activities: Cash and cash equivalents 994,802 Restricted cash and cash equivalents 92,632 Investments 391,312 Total deposits and investments $2,030,111 The Authority 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. The hierarchy has three levels. Level 1 investments are valued using inputs that are based on quoted prices in active markets for identical assets. Level 2 investments are valued using inputs that are based on quoted prices for similar assets or inputs that are observable, either directly or indirectly. Level 3 investments are valued using inputs that are unobservable. The Authority has the following recurring fair value measurements as of December 31, 2024: Investment Type 12/31/2024 Level 1 Level 2 Level 3 Investments at fair value: Brokered certificates of deposit $99,535 $ - $99,535 $ - Subtotal 99,535 $0 $99,535 $0 Investments not categorized: Money market mutual funds 678,273 Total investments $777,808 Fair Value Measurement Using 35 49 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 Note 3 CAPITAL ASSETS Capital asset activity for the year ended December 31, 2024 was as follows: Beginning Ending Balance Increase Decrease Balance Business-type activities: Capital assets, not being depreciated: Land $655,352 $ - $ - $655,352 Total capital assets, not being depreciated 655,352 0 0 655,352 Capital assets, being depreciated and amortized: Land improvements 655,765 - - 655,765 Buildings 3,629,598 - - 3,629,598 Building improvements 10,660,407 771,332 - 11,431,739 Equipment 93,328 - - 93,328 Subscription-based IT arrangement -145,909 -145,909 Total capital assets, being depreciated and amortized 15,039,098 917,241 0 15,956,339 Less accumulated depreciation and amortization for: Land improvements 506,693 19,378 -526,071 Buildings 3,335,473 39,178 - 3,374,651 Building improvements 8,689,957 259,959 - 8,949,916 Equipment 75,124 3,466 -78,590 Subscription-based IT arrangement -29,181 -29,181 Total accumulated depreciation and amortization 12,607,247 351,162 0 12,958,409 Total capital assets being depreciated and amortized - net 2,431,851 566,079 0 2,997,930 Business-type activities capital assets - net $3,087,203 $566,079 $0 $3,653,282 Depreciation and amortization expense was charged to functions/programs of the Authority as follows: Business-type activities: Public housing 330,152 Housing Vouchers 18,968 Stable Home 1,167 Kids in the Park 875 $351,162 Note 4 LONG-TERM LIABILITIES Long-term liability activity for the year ended December 31, 2024 was as follows: 01/01/24 12/31/2024 Due in Balance Additions Deletions Balance One Year MHFA Loan $255,002 $ - $ - $255,002 $ - Subscription-based IT arrangement liability - 135,209 27,410 107,799 24,404 Compensated absences*80,653 8,805 - 89,458 77,174 $335,655 $144,014 $27,410 $452,259 $101,579 *The change in compensated absences is presented as a net change 36 50 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 In March 2016, the Authority entered into an agreement with the Minnesota Housing Finance Agency (MHFA), where MHFA would provide funds in the form of an interest free deferred loan for a term of twenty years. There is no amortization requirement on the loan. If the Authority continues to own and operate the property in accordance with the provisions of their agreement with MHFA, the loan will be forgiven on March 23, 2036. As of December 31, 2024, the balance of the loan was $255,002. Scheduled subscription payments are as follows: Year Ending December 31 Principal Interest 2025 $24,404 $3,773 2026 26,048 2,919 2027 27,770 2,007 2028 29,576 1,035 Total $107,798 $9,734 Subscription Liability Note 5 FUND BALANCE/NET POSITION Fund balance or net position is the residual or “net” position of a given fund. Fund balance is what is left over when the total liabilities of a fund are deducted from its total assets. Governmental funds refer to a fund's net assets as fund balance. The government-wide Statement of Net Position and the Authority's proprietary fund financial statements refer to a fund's residual assets as net position. The Authority's governmental fund balance is divided into two categories: restricted and unassigned. As of December 31, 2024, $13,077 of fund balance consists of the balance of restricted investments and is considered restricted fund balance in the General Fund. The remainder of the Authority’s General Fund balance of $666,619 is unassigned. The government-wide Statement of Net Position and the proprietary fund financial statements divide net position into the following components: net investment in capital assets, restricted net position and unrestricted net position. Restricted net position is required to be reported when external parties mandate their restriction. The Housing Vouchers fund has $69,829 of net position restricted for FSS program participants. Note 6 COMMITMENTS, CONTRACTS & CONTINGENCIES The Authority participates in a number of federally assisted grant programs. These programs are subject to program compliance audits by the grantors or their representatives. The amount of expenditures, if any, which may be disallowed by the granting agencies, cannot be determined at this time although the Authority expects such amounts, if any, to be insignificant. 37 51 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 Note 7 SEGMENT INFORMATION FOR PROPRIETARY FUNDS The Authority maintains Public Housing, Housing Vouchers, FSS, ROSS, Stable Home and Kids in the Park Proprietary Funds, which account for activities of providing housing and other assistance to qualified individuals. Segment information as of and for the year ended December 31, 2024 is as follows: Public Housing Stable Kids in the ROSS FSS Housing Vouchers Home Park Program Program Assets: Current assets $1,072,365 $482,263 $94,230 $60,508 $6,621 $ - Capital assets 3,569,238 75,873 4,669 3,502 - - Total assets 4,641,603 558,136 98,899 64,010 6,621 0 Liabilities: Current liabilities 257,213 51,593 70,930 48,411 6,621 - Long-term liabilities 311,640 125,502 3,579 2,592 - - Total liabilities 568,853 177,095 74,509 51,003 6,621 0 Net position: Net investment in capital assets 3,284,052 5,804 357 268 - - Restricted - 69,829 - - - - Unrestricted 788,698 305,408 24,033 12,739 - - Total net position 4,072,750 381,041 24,390 13,007 0 0 Total liabilities and net position $4,641,603 $558,136 $98,899 $64,010 $6,621 $0 Public Housing Stable Kids in the ROSS FSS Housing Vouchers Home Park Program Program Operating revenues: Charges for services $1,423,834 $5,102,285 $ - $ - $79,629 $ - Program income - - 512,154 238,447 - 62,937 Total operating revenues 1,423,834 5,102,285 512,154 238,447 79,629 62,937 Operating expenses 1,490,130 5,042,021 499,827 234,354 79,629 62,937 Depreciation 330,152 18,968 1,167 875 - - Total operating expenses 1,820,282 5,060,989 500,994 235,229 79,629 62,937 Operating income (loss)(396,448) 41,296 11,160 3,218 0 0 Nonoperating items: Investment income 15,706 3,081 - - - - Capital contributions 720,123 - - - - - Net nonoperating items 735,829 3,081 0 0 0 0 Change in net position 339,381 44,377 11,160 3,218 - - Net position, beginning 3,733,369 336,664 13,230 9,789 - - Net position, ending $4,072,750 $381,041 $24,390 $13,007 $0 $0 Net cash provided (used) by: Operating activities ($109,030) $71,334 $4,714 $7,370 ($6,621) $ - Noncapital financing activities 79,541 1,903 8,979 15,506 6,621 - Capital and related financing activities (61,880) (24,772) (1,524) (1,143) - - Investing activities (415) - - - - - Cash and cash equivalents: Beginning 737,498 213,589 34,488 18,644 - - Ending $645,714 $262,054 $46,657 $40,377 $0 $0 38 52 ST. LOUIS PARK HOUSING AUTHORITY NOTES TO FINANCIAL STATEMENTS December 31, 2024 Note 8 SUBSCRIPTION-BASED INFORMATION TECHNOLOGY ARRANGEMENT DISCLOSURES As of December 31, 2024, the Authority had one outstanding right-to-use subscription-based IT arrangement related to the use of Yardi software. The agreement requires annual payments of $27,410, subject to annual increases not to exceed the percentage increase published by the U.S. Department of Labor. The agreement expires on February 28, 2029 and is reported at the present value of future minimum payments, discounted at 3.5%, which represents the Housing Authority’s estimated borrowing rate over the term of the agreement. The subscription-based IT arrangement asset is presented in Note 3, and the liability is presented in Note 4. Note 9 RISK MANAGEMENT The Authority purchases commercial insurance coverage through an insurance carrier, which is a public entity risk pool currently operating as a common risk management and insurance program. The Authority pays an annual premium for its insurance coverage. The Authority is covered through the pool for any claims incurred but unreported, however, retains risk for the deductible portion of its insurance policies. The amount of these deductibles is considered immaterial to the financial statements. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three fiscal years. The Authority’s workers' compensation insurance policy is retrospectively rated. With this type of policy, final premiums are determined after loss experience is known. The amount of premium adjustment for 2024 was estimated to be immaterial based on workers' compensation rates and salaries for the year. As of December 31, 2024, there were no other claims liabilities reported in the fund based on the requirements of GASB Statement No. 10, which requires a liability for claims to be reported if information prior to the issuance of the financial statements indicates it is probable a liability has been incurred at the date of the financial statements and the amount of the loss can be reasonably estimated. Note 10 RECENTLY ISSUED ACCOUNTING STANDARDS The Governmental Accounting Standards Board (GASB) recently approved the following statements which were not implemented for these financial statements: Statement No. 102 Certain Risk Disclosures. The provisions of this Statement are effective for fiscal years beginning after June 15, 2024. Statement No. 103 Financial Reporting Model Improvements. The provisions of this Statement are effective for fiscal years beginning after June 15, 2025. Statement No. 104 Disclosure of Certain Capital Assets. The provisions of this Statement are effective for reporting periods beginning after June 15, 2025. The effect these standards may have on future financial statements is not determinable at this time. 39 53 - This page intentionally left blank - 40 54 SUPPLEMENTARY INFORMATION 41 55 ST. LOUIS PARK HOUSING AUTHORITY COMBINING STATEMENT OF NET POSITION Statement 8 NONMAJOR PROPRIETARY FUNDS December 31, 2024 ROSS Fund (50) FSS Program (22)Total Assets Current assets: Cash and cash equivalents $ - $ - $ - Due from other governments 6,621 - 6,621 Total current assets 6,621 0 6,621 Current liabilities: Due to other funds $6,621 $ - $6,621 Total current liabilities 6,621 - 6,621 Net position: Unrestricted - - - Total net position - - - Total liabilities and net position $6,621 $0 $6,621 Liabilities and Net Position 42 56 ST. LOUIS PARK HOUSING AUTHORITY COMBINING STATEMENT OF REVENUES, EXPENSES AND Statement 9 CHANGES IN FUND NET POSITION NONMAJOR PROPRIETARY FUNDS For The Year Ended December 31, 2024 ROSS Fund (50) FSS Program (22) Kids in the Park (27) Total Operating revenues: HUD PHA operating grants $79,629 $ - $79,629 Program income - 62,937 62,937 Total operating revenues 79,629 62,937 - 142,566 Operating expenses: Administrative expenses 7,629 - 7,629 Tenant services 72,000 62,937 134,937 Depreciation and amortization - - - Total operating expenses 79,629 62,937 - 142,566 Change in net position - - - - Net position - January 1, as previously presented - - 9,789 9,789 Change within financial reporting entity (nonmajor to major fund) - - (9,789) (9,789) Net position - January 1, as adjusted - - - - Net position - December 31 $0 $0 $0 $0 43 57 ST. LOUIS PARK HOUSING AUTHORITY COMBINING STATEMENT OF CASH FLOWS Statement 10 NONMAJOR PROPRIETARY FUNDS For The Year Ended December 31, 2024 ROSS Fund (50) FSS Program (22)Total Cash flows - operating activities: Receipts from customers and users $80,229 $62,937 $143,166 Payments to suppliers (86,850) (62,937) (149,787) Payments to employees - - - Net cash flows - operating activities (6,621) - (6,621) Cash flows - noncapital financing activities: Due to/from other funds 6,621 - 6,621 Net change in cash and cash equivalents 0 0 0 Cash and cash equivalents - January 1 - - - Cash and cash equivalents - December 31 $0 $0 $0 Reconciliation of operating income (loss) to net cash flows - operating activities: Operating income (loss)$ - $ - $ - Adjustments to reconcile operating income (loss) to net cash flows - operating activities: Change in: Due from other governments 600 - 600 Accounts payable (7,221) - (7,221) Total adjustments (6,621) - (6,621) Net cash flows - operating activities ($6,621)$0 ($6,621) 44 58 ST. LOUIS PARK HOUSING AUTHORITY SCHEDULE OF MODERNIZATION COSTS Schedule 1 December 31, 2024 Uncompleted Capital Funding: Funds Approved $345,489 Funds Expended $345,489 Funds Advanced - Excess Funds Expended $345,489 Funds Remaining $0 Funds Approved $354,936 Funds Expended $354,936 Funds Advanced - Excess Funds Expended $354,936 Funds Remaining $0 Funds Approved $361,715 Funds Expended $212,547 Funds Advanced - Excess Funds Expended $212,547 Funds Remaining $149,168 Federal fiscal year 2022 Federal fiscal year 2024 Federal fiscal year 2023 45 59 - This page intentionally left blank - 46 60 SINGLE AUDIT AND OTHER REQUIRED REPORTS 47 61 - This page intentionally left blank - 48 62 400 Robert Street North, Suite 1600, St. Paul, MN, 55101 651.426.7000 www.redpathcpas.com 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 Board of Commissioners St. Louis Park Housing Authority St. Louis Park, Minnesota We have audited, in accordance with the 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, the business-type activities, each major fund, and the aggregate remaining fund information of the St. Louis Park Housing Authority, as of and for the year ended December 31, 2024, and the related notes to the financial statements, which collectively comprise the St. Louis Park Housing Authority’s basic financial statements, and have issued our report thereon dated July 31, 2025. Report on Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the St. Louis Park Housing Authority’s internal control over financial reporting (internal control) as a basis for designing 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 St. Louis Park Housing Authority’s internal control. Accordingly, we do not express an opinion on the effectiveness of the St. Louis Park Housing Authority’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. 49 63 Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. We identified a deficiency in internal control, described in the accompanying schedule of findings and questioned costs as item 2024-001 that we considered to be a material weakness. Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the St. Louis Park Housing Authority’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 financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. The St. Louis Park Housing Authority’s Response to Findings Government Auditing Standards requires the auditor to perform limited procedures on the St. Louis Park Housing Authority’s response to the findings identified in our audit and described in the accompanying schedule of findings and questioned costs. The St. Louis Park Housing Authority’s response was not subjected to the other auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on the response. 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 results 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. REDPATH AND COMPANY, LLC St. Paul, Minnesota July 31, 2025 50 64 400 Robert Street North, Suite 1600, St. Paul, MN, 55101 651.426.7000 www.redpathcpas.com MINNESOTA LEGAL COMPLIANCE REPORT To the Board of Commissioners St. Louis Park Housing Authority St. Louis Park, Minnesota 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, the business-type activities, each major fund, and the aggregate remaining fund information of the St. Louis Park Housing Authority as of and for the year ended December 31, 2024, and the related notes to the financial statements, which collectively comprise the St. Louis Park Housing Authority’s basic financial statements, and have issued our report thereon dated July 31, 2025. In connection with our audit, nothing came to our attention that caused us to believe that the St. Louis Park Housing Authority failed to comply with the provisions of the contracting – bid laws, depositories of public funds and public investments, conflicts of interest, claims and disbursements, and miscellaneous provisions sections of the Minnesota Legal Compliance Audit Guide for Other Political Subdivisions, promulgated by the State Auditor pursuant to Minn. Stat. § 6.65, insofar as they relate to accounting matters. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the St. Louis Park Housing Authority’s noncompliance with the above referenced provisions, insofar as they relate to accounting matters. The purpose of this report is solely to describe the scope of our testing of compliance and the results of that testing, and not to provide an opinion on compliance. Accordingly, this communication is not suitable for any other purpose. REDPATH AND COMPANY, LLC St. Paul, Minnesota July 31, 2025 51 65 - This page intentionally left blank - 52 66 400 Robert Street North, Suite 1600, St. Paul, MN, 55101 651.426.7000 www.redpathcpas.com INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE To the Board of Commissioners St. Louis Park Housing Authority St. Louis Park, Minnesota Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited the St. Louis Park Housing Authority’s compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement that could have a direct and material effect on each of the St. Louis Park Housing Authority’s major federal programs for the year ended December 31, 2024. The St. Louis Park Housing Authority’s major federal programs are identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs. In our opinion, the St. Louis Park Housing Authority 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 year ended December 31, 2024. Basis for Opinion on Each Major Federal Program 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). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report. We are required to be independent of the St. Louis Park Housing Authority and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of the St. Louis Park Housing Authority’s compliance with the compliance requirements referred to above. 53 67 Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to the St. Louis Park Housing Authority’s federal programs. Auditor's Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the St. Louis Park Housing Authority’s compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the St. Louis Park Housing Authority’s compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the St. Louis Park Housing Authority’s compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. • Obtain an understanding of the St. Louis Park Housing Authority’s internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances 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 the St. Louis Park Housing Authority’s internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. 54 68 Report on 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 a 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 Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. 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. REDPATH AND COMPANY, LLC St. Paul, Minnesota July 31, 2025 55 69 - This page intentionally left blank - 56 70 ST. LOUIS PARK HOUSING AUTHORITY SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For The Year Ended December 31, 2024 Federal Pass-Through Assistance Entity Total Listing Identifying Federal Passed through Federal Grantor/Pass-Through Grantor/Program or Cluster Title Number Number Expenditures to Subrecipients U.S. Department of Housing and Urban Development: Direct: Housing Voucher Cluster: Section 8 Housing Choice Vouchers 14.871 N/A $4,685,412 $ - Mainstream Vouchers 14.879 N/A 293,369 - Total Housing Voucher Cluster 4,978,781 - Public Housing Operating Fund 14.850 N/A 425,437 - Public Housing Capital Fund 14.872 N/A 720,123 - Resident Opportunity and Supportive Services - Service Coordinators 14.870 N/A 79,629 - Family Self-Sufficiency Program 14.896 N/A 62,937 - Passed through Hennepin County, Minnesota: Home Investment Partnerships Program 14.239 none 508,727 - Total Expenditures of Federal Awards $6,775,634 $0 Notes to the schedule of expenditures of federal awards Note A. Basis of Presentation The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of the St. Louis Park Housing Authority for the year ended December 31, 2024. 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 (Uniform Guidance.) Because the Schedule presents only a selected portion of the operations of the St. Louis Park Housing Authority, it is not intended to and does not present the financial position, changes in net position, or cash flows of the St. Louis Park Housing Authority. Note B. Summary of Significant Accounting Principles Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Note C. Indirect Costs St. Louis Park Housing Authority did not elect to use the de minimis indirect cost rate as allowed under the Uniform Guidance. Note D. Section 8 Housing Choice Vouchers - Portability Vouchers As part of its Section 8 Housing Choice Vouchers Program, the St. Louis Park Housing Authority administered portable vouchers totaling $113,588 and related administration fees totaling $8,337 as the receiving public housing authority (PHA) for various other initial PHAs throughout the United States. The St. Louis Park Housing Authority does not consider these amounts received from the initial PHAs to be subrecipient payments, and therefore are excluded from the Section 8 Housing Choice Vouchers Program amount above. 57 71 - This page intentionally left blank - 58 72 ST. LOUIS PARK HOUSING AUTHORITY SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended December 31, 2024 SECTION I - SUMMARY OF AUDITOR’S RESULTS Financial Statements A. Type of auditors’ report issued: Unmodified B. Internal control over financial reporting:  Material weakness(es) identified? X Yes No  Significant deficienc(ies) identified? Yes X No C. Noncompliance material to financial statements noted? Yes X No Federal Awards D. Internal control over major programs:  Material weakness(es) identified? Yes X No  Significant deficiencies identified? Yes X No E. Type of auditors’ report issued on compliance for major programs: Unmodified F. Any other findings disclosed that are required to be reported in accordance with 2 CFR section 200.516(a)? Yes X No G. Identification of major programs: Name of Federal Program or Cluster Assistance Listing Number Housing Voucher Cluster: Section 8 Housing Choice Vouchers Mainstream Vouchers 14.871 14.879 H. Dollar threshold used to distinguish between Type A and Type B programs: $750,000 I. Auditee qualified as a low-risk auditee Yes X No 59 73 ST. LOUIS PARK HOUSING AUTHORITY SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended December 31, 2024 SECTION II – FINANCIAL STATEMENT FINDINGS 2024-001 Financial Statement Corrections Criteria: Generally, a system of internal controls should allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. Condition: Audit procedures detected a material misstatement in the St. Louis Park Housing Authority’s year-end accruals, which was corrected by management:  Liabilities and cash were adjusted by $112,522.99 to properly account for year-end payable accruals. These items related to checks printed in 2025 which had been backdated in the ledger to post to 2024, resulting in an understatement of both cash and liabilities at year-end. The authority’s review procedures did not identify this error prior to audit. Cause: Unknown, however we understand that a new financial reporting system may be a contributing factor. Effect: Inadequate controls over the year-end closing process increase the risk that financial statement misstatements may occur and not be detected on a timely basis. Recommendation: We recommend that management review and strengthen year-end closing procedures for effectiveness and continue efforts to identify and correct any misstatements. Year-end closing procedures should include a review of transactions to ensure that disbursements are recorded in the proper reporting period. Views of Responsible Officials and Planned Corrective Actions: Management is aware of the issue and will review closing procedures to help prevent future occurrences. SECTION III – FEDERAL AWARD FINDINGS No current year findings. 60 74 ST. LOUIS PARK HOUSING AUTHORITY SUMMARY SCHEDULE OF PRIOR YEAR AUDIT FINDINGS For the Year Ended December 31, 2024 SUMMARY SCHEDULE OF PRIOR YEAR AUDIT FINDINGS FINANCIAL STATEMENT FINDINGS 2023-001 Financial Statement Corrections Condition: Audit procedures detected a material misstatement in the St. Louis Park Housing Authority’s year-end accruals, which was corrected by management: Accounts payable, capital assets, due from other governments, and intergovernmental revenue were adjusted by $50,398 to record the purchase of a generator that was recorded in the incorrect year. Recommendation: We recommend staff review the year-end closing procedures for effectiveness and continue efforts to identify and correct any misstatements. Current Status: Unresolved; see finding 2024-001 for a continuation of this finding relating to material audit adjustments. FEDERAL AWARD FINDINGS None. 61 75 - This page intentionally left blank - 62 76    Housing Authority of St. Louis Park             Meeting date: August 13, 2025  Agenda item:  6a      Title: Authorization to enter into a contract with Hennepin County to administer the Stable HOME  Rental Assistance program, Resolution no. 778    Recommended action: Staff recommends the Housing Authority (HA) Board authorize entering into a  contract amendment with Hennepin County to continue administration of the tenant‐based rental  assistance program Stable HOME.  The program targets families that are homeless, formerly homeless  or at imminent risk of homelessness. The program is limited to 45 participants. The term of the  contract is July 1, 2025 to December 31, 2027.       Policy consideration: Does the Housing Authority Board wish to continue to partner with Hennepin  County to administer a rental assistance program that serves homeless families and individuals  throughout suburban Hennepin County consistent with the mission and goals of the Housing  Authority?    Summary: Since 2014, Hennepin County has contracted with the HA to administer a county tenant  based rental assistance program that was created to target Hennepin County families and singles who  have chronic health problems who are in shelters. Funding for the program is provided by Federal  HOME funds received by the county and county general funds. The funds support expenses related to  rental assistance payments. The HA earns an administrative fee, similar to the Housing Choice Voucher  program, for each participant under contract on the first of the month. The admin fee is equal to the  current maximum administrative fee established by HUD for the Metro Area, currently at $104.47 per  month per participant under contract on the first of the month. It is estimated that the HA will earn  approximately $20,000 in admin fees for the remainder of 2025. The admin fee will be paid by  Hennepin County Housing and Redevelopment Authority 2025 HOME Administration allocation.    Federal funding uncertainty has prompted both HA staff and the county staff to look at contingency  plans if funding were to become eliminated for any reason. Both organizations intend to fulfill the  contract as agreed, but additional language around the termination of the contract is being negotiated.  These terms include a termination notice requirement and relocation benefits for tenants, should the  contract need to be terminated due to lack of federal HOME funding.     Program Specifics:  The Stable HOME program provides rent assistance throughout suburban Hennepin  County to low income singles and families who are homeless or would otherwise be at risk of  homelessness. Rental assistance participation is strictly limited to three years, during which time  tenants have the opportunity to establish good rental histories. They also receive direct assistance from  service providers to find a permanent subsidy program or improve their earnings to a point where they  no longer need rent assistance.    The program is administered by the St. Louis Park Housing Authority, but unlike the HA’s other rental  assistance programs that have a waiting list, participants for Stable HOME are referred to the program  through the county. Participants are free to choose a rental unit anywhere in suburban Hennepin  County (Minneapolis is excluded). The tenant rent portion for Stable HOME participants is calculated  similar to the Housing Choice Voucher program. Also, like Housing Choice Vouchers, there is a Payment  Standard and Utility Allowance that determine the maximum cost of a unit that can be chosen. The         77 Housing Authority meeting of August 13, 2025 (Item No. 6a)  Page 2   Title: Authorization to enter into a contract with Hennepin County to administer the Stable HOME Rental  Assistance program, Resolution no. 778    participant selects a unit on the private market and then pays approximately 40% of their adjusted  monthly income for rent.  The Housing Authority pays the subsidy amount directly to the owner.     Families or individuals may qualify for the program if:   They have at least $600 per month in income but are at or below 50% of AMI for their  household size.   The Gross Rent (rent plus Utility Allowance) does not exceed the Payment Standard for the  bedroom size that applies.    The unit is located in suburban Hennepin County.   The unit meets minimum Housing Quality Standards. An inspection is performed by the  Housing Authority before the execution of the Housing Assistance Payment (HAP) contract.    The landlord agrees to participate in the program and agrees to sign a HAP contract.     Program participants pay the regular security deposit. If the participant needs assistance for the  deposit, they need to attempt to obtain those funds from various agencies, Hennepin County  Emergency Assistance, or the Stable HOME program itself, if necessary.     The maximum number of households to be served on the program is 45.  The program currently has 40  households under contract and 1 household searching. Through the partnership between Hennepin  County and the HA, the Stable HOME program is serving those households most vulnerable to being  homeless.        Next Steps:  On July 22, 2025 the Hennepin County Board approved funding not to exceed $45, 000 for  administrative fees and rental assistance not to exceed $450,000; the same board action approved  authorization to enter into a contract with the St. Louis Park Housing Authority for the administration  of the Stable Home Program. Approval by the SLPHA board to execute a new contract is required to  access the allocated HOME funds to fund the rental assistance and admin fees paid by Hennepin  County.  A draft copy was reviewed by city attorney Soren Mattick and is currently being reviewed by  Hennepin County’s legal team. Contract effective dates will be July 1, 2025 to December 31, 2027.     Supporting documents: Resolution no. 778      Prepared by:   Nicole Randall, housing assistance administrator  Reviewed by:   Marney Olson, housing manager    78 Resolution No. 778      Resolution authorizing the Housing Authority to enter into a contract with   Hennepin County to continue administration of the Stable HOME rent assistance        WHEREAS, the Housing Authority of St. Louis Park (HA) initially entered a contract with  Hennepin County to administer the Stable HOME rental assistance program in 2014; and     WHEREAS, the HA wishes to continue to partner with Hennepin County to administer a  rental assistance program that serves homeless families and individuals throughout suburban  Hennepin County consistent with the mission and goals of the HA; and     WHEREAS, execution of the new contract is required to access allocated Home funds to  finance the rental assistance and the administrative fee funded by Hennepin County Housing and  Redevelopment Authority; and     WHEREAS, Hennepin County has approved entering a new contract with the HA to continue  the administration of the Stable HOME program;     NOW, THEREFORE, BE IT RESOLVED, by the Housing Authority Board of St. Louis Park, that  approval is hereby given to authorize the HA to enter a contract with Hennepin County to administer  the Stable HOME program effective July 1, 2025 until December 31, 2027.      Adopted by the Authority on August 13, 2025             ____________________________________        Thom Miller, chair          _____________________________________  Jolene Tanner, secretary  ATTEST:      __________________________  Karen Barton, executive director  79 80 81 Agenda item 7a - June, 2025 82 83 84 85 86 87 Agenda item 7a - July 2025 88 89 90 91 92 93 94 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3101-00-000 Rental Income 3111-00-000 Tenant Rent 78,995.44 315,582.44 3114-00-000 Less: Concessions -350.00 -350.00 3119-00-000 Total Rental Income 78,645.44 315,232.44 3120-00-000 Other Tenant Income 3120-01-000 Laundry and Vending 0.00 2,457.20 3120-02-000 Cleaning Fee 0.00 3,937.97 3120-03-000 Damages 3,525.09 6,054.71 3120-04-000 Late Charges 20.03 572.08 3120-06-000 NSF Charges -30.00 120.00 3120-07-000 Tenant Owed Utilities 0.00 118.13 3120-09-000 Other Income - Laundry 478.74 1,080.68 3121-00-000 Tenant Payment Agreement (TPA) Ren 150.00 2,233.84 3121-01-000 Tenant Payment Agreement (TPA) Frau -273.00 -1,092.00 3121-02-000 Tenant Payment Agreement (TPA) Othe 2,100.70 1,682.76 3129-00-000 Total Other Tenant Income 5,971.56 17,165.37 3199-00-000 TOTAL TENANT INCOME 84,617.00 332,397.81 3400-00-000 GRANT INCOME 3401-00-000 HUD PHA Operating Grants/Subsidy 28,867.00 111,799.00 3499-00-000 TOTAL GRANT INCOME 28,867.00 111,799.00 3600-00-000 OTHER INCOME 3610-00-000 Investment Income - Unrestricted 1,076.61 4,479.80 3640-00-000 Fraud Recovery 273.00 1,092.00 3699-00-000 TOTAL OTHER INCOME 1,349.61 5,571.80 3999-00-000 TOTAL INCOME 114,833.61 449,768.61 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4100-99-000 Administrative Salaries 4110-00-000 Administrative Salaries 21,486.00 83,192.59 4110-04-000 Employee Benefit Contribution-Admin 7,841.00 28,408.46 4110-99-000 Total Administrative Salaries 29,327.00 111,601.05 4139-00-000 Other Admin Expenses 4140-00-000 Staff Training 65.00 560.00 4170-00-000 Accounting Fees 1,275.00 1,917.50 Low Income Public Housing (.ph) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 3 95 Agenda Item - 7b. Period to Date Year to Date Low Income Public Housing (.ph) Income Statement Period = Apr 2025 Book = Accrual 4171-00-000 Auditing Fees 2,500.00 2,500.00 4180-00-000 Office Rent 0.00 1,250.00 4189-00-000 Total Other Admin Expenses 3,840.00 6,227.50 4190-00-000 Miscellaneous Admin Expenses 4190-01-000 Membership and Fees 0.00 262.75 4190-04-000 Office Supplies 110.73 190.71 4190-07-000 Telephone 396.65 4,121.12 4190-12-000 Software 7,560.85 7,560.85 4190-22-000 Other Misc Admin Expenses 3,859.10 12,138.69 4191-00-000 Total Miscellaneous Admin Expenses 41,254.33 135,875.17 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 45,094.33 142,102.67 4300-00-000 UTILITY EXPENSES 4310-00-000 Water 1,725.30 16,241.78 4320-00-000 Electricity 5,420.94 18,863.48 4330-00-000 Gas 4,118.99 18,245.20 4340-00-000 Garbage/Trash Removal 6,205.22 28,077.97 4390-00-000 Sewer 2,465.64 26,927.46 4399-00-000 TOTAL UTILITY EXPENSES 19,936.09 108,355.89 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 4400-99-000 General Maint Expense 4410-00-000 Maintenance Salaries 13,456.00 52,160.94 4410-05-000 Employee Benefit Contribution-Maint.4,761.00 19,684.14 4419-00-000 Total General Maint Expense 18,217.00 71,845.08 4420-00-000 Materials 4420-01-000 Maintenance Materials 2,952.66 9,308.42 4429-00-000 Total Materials 2,952.66 9,308.42 4430-00-000 Contract Costs 4430-06-000 Contract-Electrical 2,986.21 8,294.65 4430-07-000 Contract-Pest Control 1,087.00 3,112.00 4430-10-000 Contract-Janitorial/Cleaning 5,000.00 12,500.00 4430-11-000 Contract-Plumbing 2,569.39 8,676.25 4430-17-000 Contract-Elevator Monitoring 1,568.00 2,426.00 4430-18-000 Contract-Snow Removal Contract Cost 0.00 2,400.00 4430-19-000 Unit Turnaround Contract Cost 1,488.41 1,488.41 4430-99-000 Contract Costs-Other 3,400.43 5,624.09 4439-00-000 Total Contract Costs 18,099.44 44,521.40 4499-00-000 TOTAL MAINTENANCE AND OPERATIONAL EX 39,269.10 125,674.90 4500-00-000 GENERAL EXPENSES 4510-00-000 Insurance 213.25 1,875.01 4510-10-000 Property Insurance 3,235.14 12,940.56 4510-20-000 Liability Insurance 277.09 1,108.36 Page 2 of 3 96 Period to Date Year to Date Low Income Public Housing (.ph) Income Statement Period = Apr 2025 Book = Accrual 4520-00-000 Payments in Lieu of Taxes 2,952.97 10,361.33 4570-00-000 Bad Debt-Tenant Rents -237.00 -237.00 4590-00-000 Other General Expense 6,482.60 6,482.60 4599-00-000 TOTAL GENERAL EXPENSES 12,924.05 32,530.86 4700-00-000 HOUSING ASSISTANCE PAYMENTS 4715-01-000 Tenant Utility Payments-Voucher 0.00 292.00 4715-01-001 Tenant Utility Payments-Public Housing 252.00 252.00 4715-06-000 FSS Escrow Payments 1,259.01 3,901.00 4799-00-000 TOTAL HOUSING ASSISTANCE PAYMENTS 1,511.01 4,445.00 5000-00-000 NON-OPERATING ITEMS 5100-01-000 Depreciation -Buildings 26,831.82 107,327.28 5999-00-000 TOTAL NON-OPERATING ITEMS 26,831.82 107,327.28 8000-00-000 TOTAL EXPENSES 145,566.40 520,436.60 9000-00-000 NET INCOME -30,732.79 -70,667.99 Exclude Depreciation 26,831.82 107,327.28 Total Net Income -3,900.97 36,659.29 Page 3 of 3 97 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 795,733.34 1111-20-000 Cash Operating 2 -1,104.65 1111-90-000 Petty Cash 100.00 1111-99-000 Total Unrestricted Cash 794,728.69 1112-00-000 Restricted Cash 1112-02-000 Cash Restricted-FSS Escrow 27,283.28 1112-99-000 Total Restricted Cash 27,283.28 1119-00-000 TOTAL CASH 822,011.97 1120-00-000 ACCOUNTS AND NOTES RECEIVABLE 1122-00-000 A/R -Tenants 23,273.42 1122-01-000 Allowance for Doubtful Accounts-Tenan -7,996.16 1122-02-000 A/R - Tenant Payment Agreement (TPA 8,099.13 1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVAB 23,376.39 1160-00-000 OTHER CURRENT ASSETS 1162-00-000 Investments-Unrestricted 333,122.33 1211-00-000 Prepaid Expenses and Other Assets 29,803.69 1299-00-000 TOTAL OTHER CURRENT ASSETS 362,926.02 1300-00-000 TOTAL CURRENT ASSETS 1,208,314.38 1400-00-000 NONCURRENT ASSETS: 1400-01-000 FIXED ASSETS 1400-05-000 Land 655,352.36 1400-06-000 Buildings 3,629,597.61 1400-08-000 Furniture and Equipment-Admin.93,327.88 1400-09-000 Leasehold Improvements 655,765.21 1400-10-000 Site Improvement 10,568,745.90 1405-01-000 Accum Depreciation-Buildings -13,036,555.71 1410-00-000 SBITA Asset 32,684.00 1420-00-000 TOTAL FIXED ASSETS 2,598,917.25 1499-00-000 TOTAL NONCURRENT ASSETS 2,598,917.25 1999-00-000 TOTAL ASSETS 3,807,231.63 2000-00-000 LIABILITIES & EQUITY Low Income Public Housing (.ph) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 98 Current Balance Low Income Public Housing (.ph) Balance Sheet Period = Apr 2025 Book = Accrual 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2111-00-000 A/P Vendors and Contractors 494.51 2114-00-000 Tenant Security Deposits 42,345.31 2114-02-000 Security Deposit Clearing Account 374.00 2115-00-000 A/P Other 539.75 2135-00-000 Accrued Payroll & Payroll Taxes 47,544.00 2137-00-000 Accrued PILOT 10,361.33 2145-00-000 Interprogram-Due To 171,095.62 2240-00-000 Tenant Prepaid Rents 7,143.67 2260-00-000 Accrued Compensated Absences-Curren 36,979.30 2299-00-000 TOTAL CURRENT LIABILITIES 316,877.49 2300-00-000 NONCURRENT LIABILITIES: 2305-00-000 Accrued Compensated Absences-LT 30,255.79 2307-00-000 FSS Escrow 26,712.28 2310-00-000 Notes Payable - LT 255,002.02 2360-00-000 SBITA Liability 30,184.00 2399-00-000 TOTAL NONCURRENT LIABILITIES 342,154.09 2499-00-000 TOTAL LIABILITIES 659,031.58 2800-00-000 EQUITY 2809-00-000 RETAINED EARNINGS: 2809-01-000 Invested in Capital Assets-Net of Debt 2,391,726.69 2809-02-000 Retained Earnings-Unrestricted Net Ass 756,473.36 2809-99-000 TOTAL RETAINED EARNINGS:3,148,200.05 2899-00-000 TOTAL EQUITY 3,148,200.05 2999-00-000 TOTAL LIABILITIES AND EQUITY 3,807,231.63 Page 2 of 2 99 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3120-00-000 Other Tenant Income 3121-01-000 Tenant Payment Agreement (TPA) Frau -402.00 -1,608.00 3121-02-000 Tenant Payment Agreement (TPA) Othe 1,648.00 1,648.00 3129-00-000 Total Other Tenant Income 1,246.00 40.00 3199-00-000 TOTAL TENANT INCOME 1,246.00 40.00 3400-00-000 GRANT INCOME 3410-01-000 Section 8 HAP Earned 354,176.00 1,452,646.00 3410-02-000 Section 8 Admin. Fee Income 35,574.00 163,898.00 3410-04-000 Port-In Admin Fees Earned 889.20 3,408.60 3410-06-000 Port In HAP Earned 11,532.00 45,959.00 3499-00-000 TOTAL GRANT INCOME 402,171.20 1,665,911.60 3600-00-000 OTHER INCOME 3610-00-000 Investment Income - Unrestricted 219.55 878.06 3640-00-000 Fraud Recovery 402.00 6,396.00 3699-00-000 TOTAL OTHER INCOME 621.55 7,274.06 3999-00-000 TOTAL INCOME 404,038.75 1,673,225.66 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4100-99-000 Administrative Salaries 4110-00-000 Administrative Salaries 10,972.00 48,132.92 4110-04-000 Employee Benefit Contribution-Admin 4,281.00 17,568.67 4110-99-000 Total Administrative Salaries 15,253.00 65,701.59 4139-00-000 Other Admin Expenses 4140-00-000 Staff Training 250.00 1,545.00 4170-00-000 Accounting Fees 2,075.00 2,752.50 4171-00-000 Auditing Fees 3,000.00 3,000.00 4172-00-000 Port Out Admin Fee Paid 5,112.90 22,304.10 4180-00-000 Office Rent 0.00 1,250.00 4189-00-000 Total Other Admin Expenses 10,437.90 30,851.60 4190-00-000 Miscellaneous Admin Expenses 4190-01-000 Membership and Fees 0.00 262.75 4190-04-000 Office Supplies 0.00 265.57 4190-07-000 Telephone 0.00 766.73 4190-12-000 Software 16,182.90 16,182.90 HCV not including MS5 (.hcv-fin) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 2 100 Period to Date Year to Date HCV not including MS5 (.hcv-fin) Income Statement Period = Apr 2025 Book = Accrual 4190-22-000 Other Misc Admin Expenses 3,375.10 12,223.55 4191-00-000 Total Miscellaneous Admin Expenses 34,811.00 95,403.09 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 45,248.90 126,254.69 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 4700-00-000 HOUSING ASSISTANCE PAYMENTS 4715-00-000 Housing Assistance Payments 297,363.00 1,197,253.00 4715-01-000 Tenant Utility Payments-Voucher 1,252.00 4,903.00 4715-02-000 Port Out HAP Payments 70,357.00 336,698.00 4715-06-000 FSS Escrow Payments 1,656.00 6,516.00 4799-00-000 TOTAL HOUSING ASSISTANCE PAYMENTS 370,628.00 1,545,370.00 8000-00-000 TOTAL EXPENSES 415,876.90 1,671,624.69 9000-00-000 NET INCOME -11,838.15 1,600.97 Page 2 of 2 101 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 381,733.08 1111-99-000 Total Unrestricted Cash 381,733.08 1112-00-000 Restricted Cash 1112-02-000 Cash Restricted-FSS Escrow 68,757.06 1112-03-000 Cash Restricted-HAP -78,547.95 1112-99-000 Total Restricted Cash -9,790.89 1119-00-000 TOTAL CASH 371,942.19 1120-00-000 ACCOUNTS AND NOTES RECEIVABLE 1122-00-000 A/R -Tenants 2,488.00 1122-02-000 A/R - Tenant Payment Agreement (TPA 2,288.00 1125-00-000 A/R - HUD 35,001.00 1130-00-000 A/R Port Ins 19,666.71 1131-00-000 A/R Port In Suspense 991.72 1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVAB 60,435.43 1160-00-000 OTHER CURRENT ASSETS 1162-00-000 Investments-Unrestricted 63,661.86 1299-00-000 TOTAL OTHER CURRENT ASSETS 63,661.86 1300-00-000 TOTAL CURRENT ASSETS 496,039.48 1400-00-000 NONCURRENT ASSETS: 1400-01-000 FIXED ASSETS 1410-00-000 SBITA Asset 94,841.00 1410-01-000 Accumulated Amortization -18,968.00 1420-00-000 TOTAL FIXED ASSETS 75,873.00 1499-00-000 TOTAL NONCURRENT ASSETS 75,873.00 1999-00-000 TOTAL ASSETS 571,912.48 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2111-00-000 A/P Vendors and Contractors -18,085.80 2114-00-000 Tenant Security Deposits -500.00 HCV not including MS5 (.hcv-fin) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 102 Current Balance HCV not including MS5 (.hcv-fin) Balance Sheet Period = Apr 2025 Book = Accrual 2135-00-000 Accrued Payroll & Payroll Taxes 15,253.00 2145-00-000 Interprogram-Due To 65,772.89 2240-00-000 Tenant Prepaid Rents 246.00 2260-00-000 Accrued Compensated Absences-Curren 5,776.89 2299-00-000 TOTAL CURRENT LIABILITIES 68,462.98 2300-00-000 NONCURRENT LIABILITIES: 2305-00-000 Accrued Compensated Absences-LT 4,726.55 2307-00-000 FSS Escrow 57,073.20 2360-00-000 SBITA Liability 70,069.00 2399-00-000 TOTAL NONCURRENT LIABILITIES 131,868.75 2499-00-000 TOTAL LIABILITIES 200,331.73 2800-00-000 EQUITY 2807-00-000 RESERVED FUND BALANCE 2807-02-000 Reserved for Capital Activities -78,547.95 2808-00-000 TOTAL RESERVED FUND BALANCE -78,547.95 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 450,128.70 2809-99-000 TOTAL RETAINED EARNINGS:450,128.70 2899-00-000 TOTAL EQUITY 371,580.75 2999-00-000 TOTAL LIABILITIES AND EQUITY 571,912.48 Page 2 of 2 103 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3400-00-000 GRANT INCOME 3410-01-000 Section 8 HAP Earned 23,343.00 93,324.00 3410-02-000 Section 8 Admin. Fee Income 2,437.00 5,358.00 3499-00-000 TOTAL GRANT INCOME 25,780.00 98,682.00 3999-00-000 TOTAL INCOME 25,780.00 98,682.00 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4100-99-000 Administrative Salaries 4110-00-000 Administrative Salaries 422.00 2,095.67 4110-04-000 Employee Benefit Contribution-Admin 164.00 631.91 4110-99-000 Total Administrative Salaries 586.00 2,727.58 4139-00-000 Other Admin Expenses 4172-00-000 Port Out Admin Fee Paid 666.90 2,667.60 4189-00-000 Total Other Admin Expenses 666.90 2,667.60 4190-00-000 Miscellaneous Admin Expenses 4190-12-000 Software 1,112.58 1,112.58 4190-22-000 Other Misc Admin Expenses 0.00 32.05 4191-00-000 Total Miscellaneous Admin Expenses 1,698.58 3,872.21 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 2,365.48 6,539.81 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 4700-00-000 HOUSING ASSISTANCE PAYMENTS 4715-00-000 Housing Assistance Payments 14,629.00 57,484.00 4715-01-000 Tenant Utility Payments-Voucher 0.00 2.00 4715-02-000 Port Out HAP Payments 9,326.00 37,817.00 4799-00-000 TOTAL HOUSING ASSISTANCE PAYMENTS 23,955.00 95,303.00 8000-00-000 TOTAL EXPENSES 26,320.48 101,842.81 9000-00-000 NET INCOME -540.48 -3,160.81 Mainstream 5 (ms5) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 104 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 6,981.69 1111-99-000 Total Unrestricted Cash 6,981.69 1112-00-000 Restricted Cash 1112-03-000 Cash Restricted-HAP -17,382.00 1112-99-000 Total Restricted Cash -17,382.00 1119-00-000 TOTAL CASH -10,400.31 1120-00-000 ACCOUNTS AND NOTES RECEIVABLE 1125-00-000 A/R - HUD 15,403.00 1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVAB 15,403.00 1300-00-000 TOTAL CURRENT ASSETS 5,002.69 1400-00-000 NONCURRENT ASSETS: 1999-00-000 TOTAL ASSETS 5,002.69 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2111-00-000 A/P Vendors and Contractors -5,804.00 2135-00-000 Accrued Payroll & Payroll Taxes 586.00 2145-00-000 Interprogram-Due To 2,141.58 2299-00-000 TOTAL CURRENT LIABILITIES -3,076.42 2499-00-000 TOTAL LIABILITIES -3,076.42 2800-00-000 EQUITY 2807-00-000 RESERVED FUND BALANCE 2807-02-000 Reserved for Capital Activities -17,382.00 2808-00-000 TOTAL RESERVED FUND BALANCE -17,382.00 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 25,461.11 2809-99-000 TOTAL RETAINED EARNINGS:25,461.11 Mainstream 5 (ms5) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 105 Current Balance Mainstream 5 (ms5) Balance Sheet Period = Apr 2025 Book = Accrual 2899-00-000 TOTAL EQUITY 8,079.11 2999-00-000 TOTAL LIABILITIES AND EQUITY 5,002.69 Page 2 of 2 106 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3400-00-000 GRANT INCOME 3428-00-000 FSS Income 15,734.25 15,734.25 3499-00-000 TOTAL GRANT INCOME 15,734.25 15,734.25 3999-00-000 TOTAL INCOME 15,734.25 15,734.25 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4190-00-000 Miscellaneous Admin Expenses 4190-23-000 Sundry Exp - STEP 5,244.75 15,734.25 4191-00-000 Total Miscellaneous Admin Expenses 5,244.75 15,734.25 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 5,244.75 15,734.25 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 8000-00-000 TOTAL EXPENSES 5,244.75 15,734.25 9000-00-000 NET INCOME 10,489.50 0.00 FSS (fssgrant) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 107 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1400-00-000 NONCURRENT ASSETS: 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2800-00-000 EQUITY FSS (fssgrant) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 1 108 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3400-00-000 GRANT INCOME 3427-00-000 ROSS Revenue 6,620.83 19,862.49 3499-00-000 TOTAL GRANT INCOME 6,620.83 19,862.49 3999-00-000 TOTAL INCOME 6,620.83 19,862.49 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4190-00-000 Miscellaneous Admin Expenses 4190-22-000 Other Misc Admin Expenses 620.83 1,862.49 4191-00-000 Total Miscellaneous Admin Expenses 620.83 1,862.49 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 620.83 1,862.49 4200-00-000 TENANT SERVICES 4210-02-000 Project Coordinator 6,000.00 18,000.00 4299-00-000 TOTAL TENANT SERVICES EXPENSES 6,000.00 18,000.00 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 8000-00-000 TOTAL EXPENSES 6,620.83 19,862.49 9000-00-000 NET INCOME 0.00 0.00 ROSS (rosssvc) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 109 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1400-00-000 NONCURRENT ASSETS: 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2800-00-000 EQUITY ROSS (rosssvc) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 1 110 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3400-00-000 GRANT INCOME 3422-00-000 Hennepin County Rev 41,134.00 165,447.00 3423-00-000 Hennepin County Admin Rev 4,071.60 16,184.61 3499-00-000 TOTAL GRANT INCOME 45,205.60 181,631.61 3999-00-000 TOTAL INCOME 45,205.60 181,631.61 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4100-99-000 Administrative Salaries 4110-00-000 Administrative Salaries 2,425.00 9,717.58 4110-04-000 Employee Benefit Contribution-Admin 943.00 3,815.56 4110-99-000 Total Administrative Salaries 3,368.00 13,533.14 4139-00-000 Other Admin Expenses 4170-00-000 Accounting Fees 325.00 475.00 4189-00-000 Total Other Admin Expenses 325.00 475.00 4190-00-000 Miscellaneous Admin Expenses 4190-12-000 Software 1,999.70 1,999.70 4190-22-000 Other Misc Admin Expenses 0.00 288.49 4191-00-000 Total Miscellaneous Admin Expenses 5,367.70 15,821.33 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 5,692.70 16,296.33 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 4700-00-000 HOUSING ASSISTANCE PAYMENTS 4715-00-000 Housing Assistance Payments 39,871.00 164,194.00 4799-00-000 TOTAL HOUSING ASSISTANCE PAYMENTS 39,871.00 164,194.00 8000-00-000 TOTAL EXPENSES 45,563.70 180,490.33 9000-00-000 NET INCOME -358.10 1,141.28 Stable Home (stablehm) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 111 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 42,426.37 1111-99-000 Total Unrestricted Cash 42,426.37 1119-00-000 TOTAL CASH 42,426.37 1120-00-000 ACCOUNTS AND NOTES RECEIVABLE 1122-02-000 A/R - Tenant Payment Agreement (TPA 2,803.50 1129-00-000 A/R -Other 181,631.61 1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVAB 184,435.11 1300-00-000 TOTAL CURRENT ASSETS 226,861.48 1400-00-000 NONCURRENT ASSETS: 1400-01-000 FIXED ASSETS 1410-00-000 SBITA Asset 5,836.00 1410-01-000 Accumulated Amortization -1,167.00 1420-00-000 TOTAL FIXED ASSETS 4,669.00 1499-00-000 TOTAL NONCURRENT ASSETS 4,669.00 1999-00-000 TOTAL ASSETS 231,530.48 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2111-00-000 A/P Vendors and Contractors -805.00 2135-00-000 Accrued Payroll & Payroll Taxes 3,368.00 2145-00-000 Interprogram-Due To 197,357.27 2260-00-000 Accrued Compensated Absences-Curren 1,142.58 2299-00-000 TOTAL CURRENT LIABILITIES 201,062.85 2300-00-000 NONCURRENT LIABILITIES: 2305-00-000 Accrued Compensated Absences-LT 934.84 2360-00-000 SBITA Liability 4,312.00 2399-00-000 TOTAL NONCURRENT LIABILITIES 5,246.84 2499-00-000 TOTAL LIABILITIES 206,309.69 Stable Home (stablehm) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 112 Current Balance Stable Home (stablehm) Balance Sheet Period = Apr 2025 Book = Accrual 2800-00-000 EQUITY 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 25,220.79 2809-99-000 TOTAL RETAINED EARNINGS:25,220.79 2899-00-000 TOTAL EQUITY 25,220.79 2999-00-000 TOTAL LIABILITIES AND EQUITY 231,530.48 Page 2 of 2 113 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3101-00-000 Rental Income 3112-00-000 50059 HAP Subsidy 18,458.00 74,957.00 3119-00-000 Total Rental Income 18,458.00 74,957.00 3199-00-000 TOTAL TENANT INCOME 18,458.00 74,957.00 3400-00-000 GRANT INCOME 3425-00-000 Admin Fee Revenue 1,650.00 6,700.00 3426-00-000 Admin Fee Revenue- to STEP 1,500.00 6,080.00 3499-00-000 TOTAL GRANT INCOME 3,150.00 12,780.00 3999-00-000 TOTAL INCOME 21,608.00 87,737.00 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4100-99-000 Administrative Salaries 4110-00-000 Administrative Salaries 877.00 3,435.37 4110-04-000 Employee Benefit Contribution-Admin 341.00 1,358.56 4110-99-000 Total Administrative Salaries 1,218.00 4,793.93 4139-00-000 Other Admin Expenses 4170-00-000 Accounting Fees 325.00 475.00 4189-00-000 Total Other Admin Expenses 325.00 475.00 4190-00-000 Miscellaneous Admin Expenses 4190-12-000 Software 1,323.33 1,323.33 4190-22-000 Other Misc Admin Expenses 0.00 96.16 4190-23-000 Sundry Exp - STEP 3,560.00 3,560.00 4191-00-000 Total Miscellaneous Admin Expenses 6,101.33 9,773.42 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 6,426.33 10,248.42 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 4700-00-000 HOUSING ASSISTANCE PAYMENTS 4715-00-000 Housing Assistance Payments 18,458.00 74,957.00 4799-00-000 TOTAL HOUSING ASSISTANCE PAYMENTS 18,458.00 74,957.00 8000-00-000 TOTAL EXPENSES 24,884.33 85,205.42 9000-00-000 NET INCOME -3,276.33 2,531.58 Kids in the Park (kidspark) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 114 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 18,656.72 1111-99-000 Total Unrestricted Cash 18,656.72 1119-00-000 TOTAL CASH 18,656.72 1120-00-000 ACCOUNTS AND NOTES RECEIVABLE 1129-00-000 A/R -Other 68,525.00 1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVAB 68,525.00 1300-00-000 TOTAL CURRENT ASSETS 87,181.72 1400-00-000 NONCURRENT ASSETS: 1400-01-000 FIXED ASSETS 1410-00-000 SBITA Asset 4,377.00 1410-01-000 Accumulated Amortization -875.00 1420-00-000 TOTAL FIXED ASSETS 3,502.00 1499-00-000 TOTAL NONCURRENT ASSETS 3,502.00 1999-00-000 TOTAL ASSETS 90,683.72 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2111-00-000 A/P Vendors and Contractors 2,115.00 2135-00-000 Accrued Payroll & Payroll Taxes 1,218.00 2145-00-000 Interprogram-Due To 67,917.49 2260-00-000 Accrued Compensated Absences-Curren 460.14 2299-00-000 TOTAL CURRENT LIABILITIES 71,710.63 2300-00-000 NONCURRENT LIABILITIES: 2305-00-000 Accrued Compensated Absences-LT 376.48 2360-00-000 SBITA Liability 3,234.00 2399-00-000 TOTAL NONCURRENT LIABILITIES 3,610.48 2499-00-000 TOTAL LIABILITIES 75,321.11 2800-00-000 EQUITY Kids in the Park (kidspark) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 115 Current Balance Kids in the Park (kidspark) Balance Sheet Period = Apr 2025 Book = Accrual 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 15,362.61 2809-99-000 TOTAL RETAINED EARNINGS:15,362.61 2899-00-000 TOTAL EQUITY 15,362.61 2999-00-000 TOTAL LIABILITIES AND EQUITY 90,683.72 Page 2 of 2 116 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3600-00-000 OTHER INCOME 3610-00-000 Investment Income - Unrestricted 1,061.77 4,188.37 3611-00-000 Investment Income - Restricted 45.73 182.89 3699-00-000 TOTAL OTHER INCOME 1,107.50 4,371.26 3999-00-000 TOTAL INCOME 1,107.50 4,371.26 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4139-00-000 Other Admin Expenses 4170-00-000 Accounting Fees 0.00 160.00 4189-00-000 Total Other Admin Expenses 0.00 160.00 4190-00-000 Miscellaneous Admin Expenses 4190-20-000 Bank Fees 116.40 594.37 4191-00-000 Total Miscellaneous Admin Expenses 116.40 594.37 4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 116.40 754.37 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 8000-00-000 TOTAL EXPENSES 116.40 754.37 9000-00-000 NET INCOME 991.10 3,616.89 General Fund Cocc - interco (cocc) Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 117 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1110-00-000 Unrestricted Cash 1111-10-000 Cash Operating 1 -210,809.08 1111-99-000 Total Unrestricted Cash -210,809.08 1119-00-000 TOTAL CASH -210,809.08 1160-00-000 OTHER CURRENT ASSETS 1162-00-000 Investments-Unrestricted 377,607.47 1162-10-000 Investments-Restricted 13,259.96 1295-00-000 Interprogram-Due From 504,284.85 1299-00-000 TOTAL OTHER CURRENT ASSETS 895,152.28 1300-00-000 TOTAL CURRENT ASSETS 684,343.20 1400-00-000 NONCURRENT ASSETS: 1999-00-000 TOTAL ASSETS 684,343.20 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2100-00-000 CURRENT LIABLITIES: 2115-00-000 A/P Other 1,030.00 2299-00-000 TOTAL CURRENT LIABILITIES 1,030.00 2499-00-000 TOTAL LIABILITIES 1,030.00 2800-00-000 EQUITY 2807-00-000 RESERVED FUND BALANCE 2807-01-000 Reserved for Operating Activities 13,259.96 2808-00-000 TOTAL RESERVED FUND BALANCE 13,259.96 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 670,053.24 2809-99-000 TOTAL RETAINED EARNINGS:670,053.24 2899-00-000 TOTAL EQUITY 683,313.20 General Fund Cocc - interco (cocc) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 2 118 Current Balance General Fund Cocc - interco (cocc) Balance Sheet Period = Apr 2025 Book = Accrual 2999-00-000 TOTAL LIABILITIES AND EQUITY 684,343.20 Page 2 of 2 119 Period to Date Year to Date 2999-99-999 Revenue & Expenses 3000-00-000 INCOME 3100-00-000 TENANT INCOME 3400-00-000 GRANT INCOME 3420-00-000 Capital Fund Grants 11,310.00 17,550.10 3499-00-000 TOTAL GRANT INCOME 11,310.00 17,550.10 3999-00-000 TOTAL INCOME 11,310.00 17,550.10 4000-00-000 EXPENSES 4100-00-000 ADMINISTRATIVE EXPENSES 4400-00-000 MAINTENANCE AND OPERATIONAL EXPENSES 9000-00-000 NET INCOME 11,310.00 17,550.10 (cfp2024) CFP Income Statement Period = Apr 2025 Book = Accrual Page 1 of 1 120 Current Balance 0999-99-000 All 1000-00-000 ASSETS 1001-00-000 CURRENT ASSETS 1100-00-000 CASH 1400-00-000 NONCURRENT ASSETS: 1400-01-000 FIXED ASSETS 1400-10-000 Site Improvement 230,097.40 1420-00-000 TOTAL FIXED ASSETS 230,097.40 1499-00-000 TOTAL NONCURRENT ASSETS 230,097.40 1999-00-000 TOTAL ASSETS 230,097.40 2000-00-000 LIABILITIES & EQUITY 2001-00-000 LIABILITIES: 2800-00-000 EQUITY 2809-00-000 RETAINED EARNINGS: 2809-02-000 Retained Earnings-Unrestricted Net Ass 230,097.40 2809-99-000 TOTAL RETAINED EARNINGS:230,097.40 2899-00-000 TOTAL EQUITY 230,097.40 2999-00-000 TOTAL LIABILITIES AND EQUITY 230,097.40 CFP (cfp2024) Balance Sheet Period = Apr 2025 Book = Accrual Page 1 of 1 121