CAFR 2011


2011 CAFR Cover 

COMPREHENSIVE ANNUAL FINANCIAL REPORT

 

The CAFR is an in-depth, detail report containing the County's financial statements for the fiscal year ended September 30, 2011.

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You can view and download individual sections of the CAFR report from the Table of Contents (below) or click here to download the entire CAFR in a single PDF.


 

TABLE OF CONTENTS

     

INTRODUCTORY SECTION

     

Clerk and Accountants' Letter of Transmittal

A-1

Certificate of Achievement for Excellence in Financial Reporting

A-8

Principal Officials

A-9

Organizational Chart

A-10

   

FINANCIAL SECTION

     

INDEPENDENT AUDITORS’ REPORT

B-1

 

MANAGEMENT’S DISCUSSION AND ANALYSIS

 

C-1

   

BASIC FINANCIAL STATEMENTS:

 

Government-wide Financial Statements:

   

Statement of Net Assets

D-1

   

Statement of Activities

D-2

   
 

Fund Financial Statements:

   

Balance Sheet - Governmental Funds

D-4

   

Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds

D-5

   

Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds to the Statement of Activities


 

D-6

   

Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (GAAP Basis) - General Fund

D-7

   

Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (GAAP Basis) - Special Revenue Grants

D-8

   

Statement of Fund Net Assets-Proprietary Funds

D-9

   

Statement of Revenues, Expenses, and Changes in Fund Net Assets - Proprietary Funds

D-11

Statement of Cash Flows - Proprietary Funds

D-12

Statement of Fiduciary Assets and Liabilities - Agency Fund

D-14

   

 

 

Notes to Financial Statements

 

E-1

       

REQUIRED SUPPLEMENTAL INFORMATION:

 
   

Schedule of Funding Progress - Other Postemployment Benefits

F-1

   

Notes to Required Supplementary Information

F-2

     

COMBINING AND INDIVIDUAL FUND SCHEDULES:

 

Nonmajor Funds:

G-1

 

Combining Balance Sheet - Nonmajor Governmental Funds

G-6

   

Combining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Governmental Funds


G-13

   

Schedules of Revenues, Expenditures, and Changes in Fund Balance Budget (GAAP Basis) and Actual


G-20

   
 

Internal Service Funds:

G-58

 

Combining Statement of Fund Net Assets - Internal Service Funds

G-59

   

Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets - Internal Service Funds

G-60

   

Combining Statement of Cash Flows - Internal Service Funds

G-61

     
 

Agency Funds:

G-62

   

Combining Statement of Fiduciary Assets and Liabilities - All Agency Funds

G-63

   

Combining Schedule of Changes in Assets and Liabilities - All Agency Funds

G-65

   
 

North Ridge Community Redevelopment

 

   

Balance Sheet – North Ridge Community Redevelopment Agency 

H-1

   

Statement of Revenues, Expenditures and Changes in Fund Balances - North Ridge Community Redevelopment Agency 

H-2

   

Notes to North Ridge Community Redevelopment Agency Financial Statements 

H-3

     
 

Harden/Parkway Community Redevelopment Agency

 

   

Balance Sheet – Harden/Parkway Community Redevelopment Agency 

H-6

   

Statement of Revenues, Expenditures and Changes in Fund Balances - Harden/Parkway Community Redevelopment Agency 

H-7

   

Notes to Harden/Parkway Community Redevelopment Agency Financial Statements 

H-8

   
 

Polk Commerce Centre Community Redevelopment Agency

 

   

Balance Sheet – Polk Commerce Centre Community Redevelopment Agency 

H-11

   

Statement of Revenues, Expenditures and Changes in Fund Balances Polk Commerce Centre Community Redevelopment Agency 

H-12

   

Notes to Polk Commerce Centre Community Redevelopment Agency Financial Statements 

H-13

     
 

Eloise Community Redevelopment Agency

 

   

Balance Sheet - Eloise Community Redevelopment Agency 

H-16

   

Statement of Revenues, Expenditures and Changes in Fund Balances – Eloise Community Redevelopment Agency 

H-17

   

Notes to Eloise Community Redevelopment Agency Financial Statements 

H-18

       

STATISTICAL SECTION

     

FINANCIAL TRENDS:

 

Net Assets by Component - Last Ten Years 

I-1

 

Changes in Net Assets - Last Ten Years

I-3

 

Fund Balances - Governmental Funds, Last Ten Years

I-7

 

Changes in Fund Balances - Governmental Funds, Last Ten Years

I-9

 

REVENUE CAPACITY:

 

Just Value and Estimated Actual Value of Taxable Property, Last Ten Years

I-11

Direct and Overlapping Property Tax Rates, Last Ten Years

I-13

 

Principal Property Tax Payers, Current Year and Nine Years Ago

I-14

 

Property Tax Levies and Collections, Last Ten Years

I-15

   

DEBT CAPACITY:

 

Ratios of Outstanding Debt by Type, Last Ten Years

I-16

 

Pledged Revenue Coverage, Last Ten Years, Sales Tax Revenue Bonds

I-18

Pledged Revenue Coverage, Last Ten Years, Constitutional Fuel Tax Revenue Refunding Bonds


I-19

 

Pledged Revenue Coverage, Last Ten Years, Local Option Fuel Tax and Public Service Tax Bonds


I-20

 

Pledged Revenue Coverage, Last Ten Years, Public Service Tax Revenue Bonds


I-21

 

Pledged Revenue Coverage, Last Ten Years, Water and Sewer Bonds

I-22

 

 

   

DEMOGRAPHIC AND ECONOMIC:

 

Demographic and Economic Statistics, Last Ten Years

I-23

 

Principal Employers, Current Year and Nine Years Ago

I-24

   

OPERATING:

 

Operating Indicators by Function and Program, Last Ten Years

I-25

 

Full-Time Equivalent County Government Employees by Function, Last Ten Years


I-29

 

Capital Asset Statistics by Function and Program, Last Ten Years

I-30

   

OTHER SUPPLEMENTAL SCHEDULES:

Capital Improvement Revenue Bonds, Series 2002, 2004A, and 2010

 

Continuing Disclosure, Distribution Percentages, Historical Sales Tax Revenues of the County

I-32

 

 

 

Public Facilities Revenue Bonds, Series 2005

Continuing Disclosure County Revenue Sharing Apportionment Factor Data

I-33

Revenue Sharing Trust Fund for Counties Receipts Pledged Revenue Share Monies Pro Form Debt Coverage

I-34

   

Constitutional Fuel Tax Revenue Refunding Bonds, Series 2006

Continuing Disclosure Historical Distribution of Constitutional Fuel Tax Revenues to Polk County

I-35

Historical and Pro Forma Debt Service Coverage Historical Gasoline Sales, Population Count, Distribution Factor and Relative Land Area for Polk County

I-36

 

Transportation Improvement Revenue Bonds, Series 2010

Continuing Disclosure Annual Share of Polk County Fuel Tax Revenue Motor Fuel Gallons Sold in Polk County

I-37

Polk County Distribution Percentages (Under Ordinance No. 87.04) Annual Public Service Tax Revenue

I-38

   

Utility Systems Revenue Bonds, Series 2003, 2004A, 2004B, and 2010

Continuing Disclosure Historical Revenues and Expenses

I-39

 

Residential Water, Wastewater and Reclaimed Water Rates

I-41

 

Water System Permitted Capacity, Actual Demand and Peak Demand

I-50

 

Wastewater System Permitted Capacity, Actual Flows and Peak Flows

I-51

 

COMPLIANCE SECTION

   

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

J-1

     

Independent Auditors’ Report on Schedule of Expenditures of Federal Awards and State Financial Assistance

J-3

   

Schedule of Expenditures of Federal Awards and State Financial Assistance

J-4

   

Notes to Schedule of Expenditures of Federal Awards and State Financial Assistance

J-18

   

Independent Auditors’ Report on Compliance with Requirements that Could Have a Direct and Material Effect on Each Major Federal Program and State Project and on Internal Control over Compliance in Accordance with OMB Circular A-133 and Chapter 10.550, Rules of the Auditor General 

J-20

   

Schedule of Findings and Questioned Costs - Federal Programs and State Projects

J-21

Stacy M. Butterfield

CPA

Clerk of Courts

Contact Information

Address

Clerk of the Circuit Court

General Information

255 N Broadway Ave

Bartow, FL 33830

Map/Directions

Branch Locations

Phone

(863) 534-4000

Fax

(863) 534-4584

Email

"Under Florida law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public-records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing."