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HomeMy WebLinkAbout12/12/2022 - City Council - Agenda -Regular City Counci l Meeting AGENDA Monday, December 12, 2022, 6:30 PM Work S es s io n 6:00 P.M. C ouncil C hambers C onference R oom, C ity Hall, 114 North Broad S treet, S alem, Virginia 24153 R egular S ession 6:30 P.M. C ouncil C hambers , C ity Hall, 114 North Broad S treet, S alem, Virginia 24153 WORK SE SSI ON 1.C all to Order 2.New Business A.Discussion I tems Overview of Annual Comprehensive Financial Report - Brown Edwards - J ohn Aldridge 3.Adjournment RE GU L AR SE S SI ON 1.C all to Order 2.Pledge of Allegiance 3.Bid Openings, Awards, Recognitions A.Recognition of Brian Hoffman Recognition of Brian Hoffman for his constant contributions to the C ity of Salem and his award-winning coverage of sports at all levels. 4.C onsent Agenda A.Citizen Comments C omments from the public, limited to five minutes, on matters not already having a public hearing component at the same meeting. B.Minutes C onsider acceptance of the November 28, 2022, Work Session and Regular Meeting minutes. 5.Old Business A.Amendment to City Code - Chapter 82 C onsider the adoption of ordinance on second reading to amend C hapter 82, Article I, Section 82-5 (a) Returns 1-3 pertaining to payment of tangible personal property taxes and motor vehicle license fee; proration of personal property tax generally. (Approved on first reading at the November 28, 2022, Council meeting). 6.New Business A.Appropriation of F unds Hold a public hearing on amending the fiscal year 2022-2023 budget to appropriate American Rescue Plan Act (A RPA) funding. Audit - Finance Committee B.Annual Comprehensiv e F inancial Report Presentation of the Annual Comprehensive Financial Report for the year ended J une 30, 2022. Audit - Finance C ommittee C .Appropriation of F unds C onsider request to appropriate funds from the Library of Virginia. Audit - Finance C ommittee D.Appropriation of F unds C onsider request to amend the School Grant Fund and School Cafeteria Fund budgets as approved by the School Board on November 8, 2022. Audit - Finance Committee E.Appropriation of F unds C onsider request to amend the School Grants Fund budget. Audit - Finance C ommittee F.L ayman - Apperson F ill Site C onsider setting bond for erosion and sediment control and landscaping for Layman - Apperson Fill Site. Audit - Finance C ommittee G.2023 Legislative P ackage C onsider adoption of Resolution 1442 adopting a Legislative Program for the 2023 session of the Virginia General Assembly and petitioning the General Assembly to favorably consider the issues and topics addressed herein. H.E lectoral P recincts C onsider the adoption of Resolution 1443 authorizing the City Attorney of Salem to take the necessary steps to obtain a “C ertificate of No Objection” to a waiver of the requirement for polling places to be within one mile of the nearest boundary as set forth in VA Code §24.2-310 (A) from the Office of the Attorney General of Virginia such that the C ity may then request a waiver from the Department of Elections pursuant to VA C ode §24.2-310 (G) to move the polling places for the West Salem and Beverly Heights precincts to the Salem Civic Center. I.B oards and Commissions C onsider appointments to various boards and commissions. 7.Adjournment Item #4B Date: 12/12/ 2022 City Council Meeting MINUTES Monday, November 28, 2022, 6:30 PM Work Session 5:30 P.M. Council Chambers Conference Room, City Hall, 114 North Broad Street, Salem, Virginia 24153 Regular Session 6:30 P.M. Council Chambers, City Hall, 114 North Broad Street, Salem, Virginia 24153 WORK SESSION 1. Call to Order A work session of the Council of the City of Salem, Virginia, was held in the Council Chambers Conference Room, City Hall, 114 N. Broad Street, Salem, Virginia, on November 28, 2022, at 5:30 p.m., there being present the following members of said Council to wit: Renée Ferris Turk, Mayor; James W. Wallace, III, Vice-Mayor; Council members; Byron Randolph Foley, William D. Jones, and John Saunders; with Renée Ferris Turk, Mayor, presiding; together with James E. Taliaferro, II, City Manager; Rob Light, Assistant City Manager and Clerk of Council; Rosemarie B. Jordan, Director of Finance; Chuck Van Allman, Director of Community Development; Max Dillon, City Planner; Tommy Miller, Director of Economic Development; Jim Guynn, City Attorney; Crystal Williams, Assistant to the City Manager; Laura Lea Harris, Deputy Clerk of Council; and the following business was transacted; Mayor Turk reported that this date, place, and time had been set in order for the Council to hold a work session; and 2. New Business A. Discussion Items 1) Continued discussion on Code Enforcement - signage, tires, storage trailers 2) Discussion of 2023 Legislative Agenda for the General Assembly 3) Economic Development Department Update WHEREAS, Chuck Van Allman introduced Max Dillon, City Planner, for a presentation on Code Enforcement. Max presented information on possible changes to City Code in the areas of signage, tires, and storage containers. Existing and proposed regulations were shared, and discussion was held on specifics. Council asked questions and was asked to submit feedback prior to presentation of a final Item #4B Date: 12/12/ 2022 draft of ordinance to amend City Code; and WHEREAS, Rob Light noted that staff would like to get feedback from Council over the next couple of weeks and have Legislative Agenda to present for approval by Council at the December 12, 2022, Council meeting. He requested that Council email any feedback on items they would like to see included. Mayor Turk requested that an extension of the runway at the Roanoke Regional Airport be included in this agenda. Discussion was held by Council; and WHEREAS, Tommy Miller presented an update from the Economic Development Department. He noted that they have planned eleven stakeholder meetings in the development of the Strategic Plan. All but two of these have already been held. Mr. Miller shared some of the feedback from these meetings. It is expected that the Strategic Plan will be ready during the first quarter of 2023. He shared recent initiatives, projects, and future initiatives. It is hoped that a committee will be formed to review the Facade Grant initiative; and 3. Adjournment WHEREAS, there being no further business, Mayor Turk adjourned the meeting at 6:30 p.m. REGULAR SESSION 1. Call to Order A regular meeting of the Council of the City of Salem, Virginia was called to order at 6:31 p.m., there being present the following members to wit: Renée Ferris Turk, Mayor; James W. Wallace, III, Vice-Mayor; Councilmembers: Byron Randolph Foley, William D. Jones, and John Saunders; with Renée Ferris Turk, Mayor, presiding together with James E. Taliaferro, II, City Manager; Rob Light, Assistant City Manager and Clerk of Council; Rosemarie B. Jordan, Director of Finance; Chuck Van Allman, Director of Community Development; Mike Stevens, Director of Communications; and Jim Guynn, City Attorney. 2. Pledge of Allegiance 3. Bid Openings, Awards, Recognitions There were none this evening. 4. Consent Agenda A. Citizen Comments Comments from the public, limited to five minutes, on matters not already having a public hearing component at the same meeting. The following have signed up to speak at this meeting: Item #4B Date: 12/12/ 2022 1) Eddie Hite - 122 Par Drive - Public Safety Staffing Shortage Eddie Hite, 122 Par Drive, was the only citizen to appear before Council this evening. He expressed concern for the public safety staffing shortage. He asked that compensation for paramedics be raised to at least $25 per hour. He requested that the City change to a Step system of compensation. He also expressed concern at the issue of compression as senior staff retires and requested a mid-year adjustment in the compensation of the Police and Fire Departments to address this. Mr. Hite asked that a committee be formed to address this issue and that it include the City Manager, someone from Council, the Fire Chief, and the Police Chief. B. Minutes Consider acceptance of the November 14, 2022, Work Session and Regular Meeting minutes. The minutes were accepted as written. C. Financial Reports Consider acceptance of the Statement of Revenues and Expenditures for the four months ending October 31, 2022. The financial reports were received. Mayor Turk noted that the trend indicated that there was a slight reduction in sales tax the last couple of months. Meals tax and lodging tax were up a little from last year. 5. Old Business There was no old business this evening. 6. New Business A. Special Exception Permit Hold public hearing to consider the request of Jefferson Bennett Development Group, LLC, contract purchaser, and Layman Candy Co, Inc, property owner, for the issuance of a Special Exception Permit to allow for personal storage on the property located at 1630 West Main Street, (Tax Map # 139-4-6) and 1700 blk West Main Street (Tax Map # 139-4-7). (As advertised in the November 10 and 17, 2022, issues of the Salem Times-Register). (Recommended approval see page 3 of November Planning Commission minutes.) Mr. Van Allman shared background information on this request and noted that the Item #4B Date: 12/12/ 2022 building is the old Layman Candy building, and the purchaser would like to come in and put personal storage. For any zoning district in the City, this requires a Special Exception Permit. They are proposing to utilize the existing site and do improvements to the parking and landscaping. They plan to add a front-loading zone. This is the only part of the plan that will be a new build on the front. The structure is partially in the flood plain. They are aware of the requirements that are needed in order to complete the renovations to this property. He asked Council to look at Item #6 in the staff report which indicates uses that are prohibited. Mr., Van Allman indicated that the owner and engineer were present this evening. Mayor Turk opened the public hearing. No one came forward to speak. Mayor Turk closed the public hearing. Mayor Turk noted that Council receives a very extensive copy of the minutes from the Planning Commission that gives them a copy of the background information including questions that were asked by the Planning Commission and what the responses were from the people involved. Randy Foley motioned to approve the request of Jefferson Bennett Development Group, LLC, applicant, and Layman Candy Co, Inc, owner, for the issuance of a Special Exception Permit to allow for the personal storage use type (self-storage facility) on the property located at 1630 West Main Street, (Tax Map # 139-4-6) and 1700 blk West Main Street (Tax Map # 139-4-7). John Saunders seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace B. Special Exception Permit Hold public hearing to consider the request of DBMB, LLC, property owner, to replace the zoning and use permit, with conditions, issued May 1987, to store scrap metal on the properties located at 1108 Florida St. (T/M# 198-3-2), 1112 Florida St. (T/M# 198-3-3), 1100 blk. Florida St. (T/M# 198-3-6), 1100 blk. Florida St. (T/M# 198-3-7), and 1100 blk. Indiana St. (T/M# 198-3-11) with a special exception permit to allow scrap and salvage services. This updated special exception permit would include the addition of the properties located at 600 9th Street (T/M# 198-3-1), 1116 Florida St. (T/M# 198-3-4), 1120 Florida St. (T/M# 198-3-5), 1103 Indiana St. (T/M# 198-3-8), 1100 blk Indiana St. (T/M# 198-3-9), and 1115 Indiana St. (T/M# 198-3-10). (As advertised in the November 10 and 17, 2022, issues of the Salem Times-Register). (Recommended approval with conditions, see page 4 of November Planning Commission minutes.) Item #4B Date: 12/12/ 2022 Mr. Van Allman clarified that essentially, they have a permit to do scrap metal storage on certain lots in that block. Over time, they have accumulated more of the property and would like to change their operations a little bit. In order to do that, they need the ordinance to reflect a Special Exception permit for those additional properties. They are not doing anything new. They are changing how their operations work, and by doing so, they need this Special Exception permit. It is zoned as Heavy Manufacturing. They will be coming off of 9th Street. He noted that the engineer and the owners were present this evening. Mr. Wallace asked when the pictures of fences had been taken that were included in the packet. Mr. Van Allman responded that the pictures were taken about three and a half to four weeks ago. He also asked if Mr. Van Allman deemed the fence to be in good repair in the pictures. Mr. Van Allman responded that he did not deem the fence in good repair. Mr. Wallace requested that the definition of "good repair" be elaborated on. Mr. Van Allman said that this had been discussed and would be included in the site plan. Mayor Turk opened the public hearing. Barney Horrell, 3553 Carvins Cove Road, stated that he was the engineer for this project and that the owners were present as well. He commented that the minutes were very good from the Planning Commission meeting and that they were satisfied with the revised conditions. He noted that the owner was currently in the process of making fence revisions. Mr. Horrell stated that the nature of the operation is not changing. What is changing is the location of the scale that they weigh in and out of. The scale is being moved from along the alley to the opposite side rear. This moves most of the traffic to the Southwest corner, furthest away from the Valleydale property. Basically, they are just rearranging how things are on the site. The fences are currently being revised to allow for the new traffic pattern. This traffic pattern is reflected on the site plan included in the agenda packet. Mayor Turk closed the public hearing. Mr. Foley questioned whether it was required that the conditions be verbalized. Mr. Taliaferro noted that the Staff Report to Planning Commission included five recommendations for conditions. Planning Commission recommended four of those and omitted the landscaping requirement from the recommendation. They changed the requirement on the fencing from "like-new" to "good repair". Otherwise, they recommended adopting everything that was included in the Staff report. Mr. Saunders asked if what the City is doing on Indiana with Valleydale as far as Streetscape would be affected. Mr. Taliaferro responded that everything being talked about with Valleydale is Item #4B Date: 12/12/ 2022 within the right-of-way as opposed to being on their property. Mr. Taliaferro clarified that as the Planning Commission recommendation had the four amended recommendations included in it, that Council could move to approve based on the Planning Commission recommendation. Randy Foley motioned to approve request of DBMB, LLC, property owner, for a Special Exception Permit including the amended conditions recommended by the Planning Commission. William Jones seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace C. Sale of Public Land Hold a public hearing to consider the sale of an approximate .046-acre tract located adjacent to the Interstate I-81 frontage, Salem, Virginia, being a portion of Tax Map # 91-1-2.1. (As advertised in the November 17, 2022, issue of the Salem Times-Register). Mayor Turk noted that due to widening of I-81, there is a certain property on the backside of Salem High School that the City will request an easement for. Mr. Light clarified that VDOT is acquiring rights-of-way all along the area to the west of the track at Salem High School, adjacent to the Interstate. The City's parcel is a very small stormwater facility parcel. City engineers have reviewed this and there is no impact to the City's stormwater facilities. The action that Council is being requested to take to authorize the City Manager to finalize and execute the documents required for this sale. He noted that the City needs an easement for an electric line that runs through. Easements are now in existence to the east and west of that and the City desires for that to remain continuous through that area. Mayor Turk opened the public hearing. No citizens came forward to speak. Mayor Turk closed the public hearing. The dollar amount was clarified at the request of Mr. Jones. Mr. Light stated that the purchase price is $7,205, which includes the land and fencing and $280 for a temporary construction easement. The total consideration is $7,485. William Jones motioned to authorize the City Manager to finalize and execute documents required for the sale of the sale of an approximate .046-acre tract located adjacent to the Interstate I-81 frontage, Salem, Virginia, being a portion of Tax Map Item #4B Date: 12/12/ 2022 # 91-1-2.1and a temporary construction easement in forms acceptable to the City Attorney. Randy Foley seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace D. Amendment to City Code - Chapter 82 Consider the adoption of ordinance on first reading to amend Chapter 82, Article I, Section 82-5 (a) Returns 1-3 pertaining to payment of tangible personal property taxes and motor vehicle license fee; proration of personal property tax generally. Mr. Light noted that this item had been requested by the Commissioner of Revenue and that it was a housekeeping item. He explained that many years ago a return was required to be submitted for personal property items. The State Code changed to reflect that boats were eligible to not go through that process. The City followed suit procedurally and went that direction and this is a housekeeping measure to have the City Code reflect what State Code says. There is no change in how citizens are taxed. Randy Foley motioned to adopt on first reading an ordinance to amend Chapter 82, Article I, Section 82-5 (a) Returns 1-3 pertaining to payment of tangible personal property taxes and motor vehicle license fee; proration of personal property tax generally. John Saunders seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace E. Appropriation of Funds Consider request to amend the School Capital Projects Fund budget as approved by the School Board on October 11, 2022. Ms. Jordan noted that this action is done as a formality to approve what Superintendent Hicks presented at the Work Session on November 14, 2022. John Saunders motioned to approve the School Board’s appropriation change of $3,859,859 to the School Capital Projects Fund as presented by the Dr. Hicks at the Work Session held on November 14, 2022. This motion is also to approve of the six-year CIP document submitted by the School Board. William Jones seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace F. Public Comment Rules Consideration adoption of Resolution 1441 incorporating changes by Council to Item #4B Date: 12/12/ 2022 the City's current adopted public comment procedures at Council meetings. Mayor Turk noted that two items were being updated. The deadline for signing up to speak will be noon on Friday as opposed to noon on Wednesday. The second item notes that a speaker may not speak on the same topic at two consecutive meetings rather than months as previously stated. John Saunders motioned to adopt Resolution 1441 incorporating changes to the City's current adopted public comment procedures at Salem City Council meetings. Randy Foley seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace G. Abstract of Votes Receive the Abstract of Votes cast at the General Election held on November 8, 2022. Mayor Turk stated that no vote was required, and that Council accepted the Abstract of Votes. She congratulated Mr. Foley and Mr. Holliday. H. Boards and Commissions Consider appointments to various boards and commissions. Randy Foley motioned to reappoint Rev. C. Todd Hester for a three-year term ending December 31, 2025, and endorse reappointing Patrick Kenney as an at-large member for a three-year term ending December 31, 2025, to the Blue Ridge Behavioral Healthcare Board and to reappoint William D. Jones, James E. Taliaferro, II, and April M. Staton as Members and Byron R. Foley, Rosemarie Jordan, and Steve Garber as Alternates for a one-year terms ending December 31, 2023 to the Western Virginia Regional Jail Authority. John Saunders seconded the motion. Ayes: Foley, Jones, Saunders, Turk, Wallace 7. Adjournment Mayor Turk noted that the NCAA Soccer Tournament will be held here in Salem, starting with a banquet on Wednesday. All of the games will be taking place at Roanoke College. She encouraged citizens to come and take place in these events. The meeting was adjourned at 6:58 p.m. Item # 5A Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Consider the adoption of ordinance on second reading to amend Chapter 82, Article I, Section 82-5 (a) Returns 1-3 pertaining to payment of tangible personal property taxes and motor vehicle license fee; proration of personal property tax generally. (Approved on first reading at the November 28, 2022, meeting). SUBMITTED BY: Kristie Chittum, The Commissioner of the Revenue SUMMARY OF INFORMATION: This ordinance is a housekeeping item to reflect the City’s long-standing adopted methodology based on the State Code’s inclusion of boats with other tangible personal property related to filing requirements. There is no change or impact to citizens. FISCAL IMPACT: None STAFF RECOMMENDATION: Staff recommends adoption of this ordinance. AN ORDINANCE TO AMEND, REVISE AND REORDAIN CHAPTER 82, ARTICLE I, SECTION 82-5 (a) RETURNS 1-3 PERTAINING TO PAYMENT OF TANGIBLE PERSONAL PROPERTY TAXES AND MOTOR VEHICLE LICENSE FEE; PRORATION OF PERSONAL PROPERTY TAX GENERALLY. BE IT ORDAINED BY THE COUNCIL OF THE CITY OF SALEM, VIRGINIA, THAT SECTIONS 82-5 (a) RETURNS 1-3, ARTICLE I, CHAPTER 82, of The Code of the City of Salem, Virginia, be amended, revised and reordained to read as follows: CHAPTER 82 ARTICLE I. – IN GENERAL Sec. 82-5. Payment of tangible personal property taxes and motor vehicle license fees; proration of personal property tax generally. (a) Returns. (1) Returns for tangible personal property (except tangible personal property on motor vehicles, boats and trailers), tangible personal property (including motor vehicles, boats and trailers) employed in a trade or business and machinery and tools taxes shall be filed with the commissioner of the revenue on or before February 15 of the year for which the tax is to be assessed. Any person who shall fail to file such a return on or before February 15 of the year for which the tax is to be assessed shall, in addition to the tax to be paid, be assessed a penalty of ten percent of the tax assessable on such return or $10.00, whichever is greater; provided, however, that the penalty shall in no case exceed the amount to the tax due. (2) Provided there has been no change in status or situs of any motor vehicles, boats or trailers and that a personal property tax return on any such motor vehicles, boats or trailers has previously been filed with the commissioner, no returns of tangible personal property on motor vehicles, boats or trailers with a situs within the city on January 1 need be filed with the commissioner of the revenue. (3) Returns of tangible personal property on motor vehicles, boats and trailers shall be filed within 30 days of the occurrence of any of the following events, for the year for which the tax is to be assessed: a. A change in the name or address of the person or persons owning tangible personal property; b. A change in situs of the taxable personal property; c. A change in which a person acquires one or more motor vehicles, boats and trailers for which no personal property tax return has been filed; or d. Any other change affecting the assessment or levy of the personal property tax on motor vehicles, boats and trailers for which a tax return has been filed previously. Any person who shall fail to file such return within 30 days of the occurrence of any of the changes described in a., b., c., or d. shall, in addition to the tax to be paid, be assessed a penalty of ten percent of the tax assessable on such return or $10.00, whichever is greater; provided, however, that the penalty shall in no case exceed the amount of the tax due. All ordinances, or parts of ordinances, in conflict with the provisions of this ordinance be and the same are hereby repealed. This ordinance shall be in full force and effect ten (10) days after its final passage. Upon a call for an aye and a nay vote, the same stood as follows: John Saunders – William D. Jones – Byron Randolph Foley – James W. Wallace, III – Reneé F. Turk – Passed: Effective: Mayor ATTEST: H. Robert Light Clerk of Council City of Salem, Virginia Item #6A Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Hold a public hearing on amending the fiscal year 2022-2023 budget to appropriate American Rescue Plan Act (ARPA) funding. SUBMITTED BY: Rosemarie B. Jordan, Director of Finance SUMMARY OF INFORMATION: This time has been set aside for a public hearing on amending the budget for fiscal year 2022-2023 to appropriate ARPA Funding. A public hearing and the proposed budget amendment were advertised in the Roanoke Times on November 28 and December 5, 2022. The City was awarded ARPA funding in the amount of $31,164,631. A portion of these funds was appropriated in the General Fund as part of the fiscal year 2023 adopted budget. An additional $9,666,491 needs to be appropriated in the General Fund to spend in fiscal year 2023 for general government services. Utilizing these funds for general government services is an eligible use of funds per guidance issued by the United States Department of the Treasury and will free up local funds for other uses. The fiscal year 2023 adopted budget for Water and Sewer funds needs to be adjusted to reflect the correct funding source for the North Salem Water Improvement project, the Roanoke River Upper Sewer Rehab project and the Wiley Court Sewer Improvem ent project. Local funding of $2,485,753 needs to be appropriated in the Capital Projects Fund for various projects per Attachment A. FISCAL IMPACT: Federal funding of $9,666,491 will be used to cover general government services in the General Fund, freeing up local funds for other uses. STAFF RECOMMENDATION: Staff recommends appropriating ARPA Act funding of $9,666,491 in the General Fund and making other budget adjustments as detailed in Attachment B. ARPA Funding Allocation Plan Adjustments Attachment A Council 12/12/22 Related Current Adjusted Budget Adjustments Budget Special Revenue Fund Expenditures 15‐012‐9100‐59448 Transfer to Water & Sewer Capital Fund 13,575,000       (6,200,000)        N Salem to Excess Local ‐                    (375,000)           Wiley Court to Excess Local (7,000,000)         15‐012‐9100‐59470 Transfer to General Fund 16,283,509       6,200,000         N Salem to Excess Local 31,160,631      375,000            Wiley Court to Excess Local 209,575            Increase Excess Local Reserve 7,000,000         Rke River Sewer System Rehab Excess Local 1,092,547          15‐012‐9110‐59500 Contingency 1,302,122         (1,302,122)        Increase Excess Local Reserve ‐                    15‐053‐8170‐59601 Tourism Initiative 4,000                 4,000                31,164,631       31,164,631      General Fund Revenues 10‐012‐0100‐49975 Transfer From Special Revenue Fund 16,283,509       9,666,491         25,950,000      Expenditures 10‐012‐9100‐59410 Transfer To Capital Projects 16,283,509       209,575            16,493,084      10‐012‐9100‐59448 Transfer to Water & Sewer Capital Fund ‐                     9,456,916         9,456,916        Water & Sewer Capital Fund Revenues 50‐051‐0300‐49975 Transfer From Special Revenue Fund 6,200,000         (6,200,000)        N Salem to Excess Local ‐                    50‐052‐0300‐49975 Transfer From Special Revenue Fund 7,375,000         (7,375,000)        Wiley Court to Excess Local ‐                    50‐051‐0300‐49900 Transfer From General Fund ‐                     2,081,916         N Salem to Excess Local 2,081,916        50‐052‐0300‐49900 Transfer From General Fund ‐                     375,000            Wiley Court to Excess Local 375,000            50‐052‐0300‐49900 Transfer From General Fund ‐                     7,000,000         Rke River Sewer System Rehab Excess Local 7,000,000        50‐051‐0301‐58022 N Salem Water Impr 6,200,000         (4,118,084)        Reduce proj budget until addl local available 2,081,916        Capital Projects Fund Revenues 20‐012‐0200‐49905 Transfer From General Fund ‐ Capital Projects 12,584,331       2,485,753         New Appropriation 15,070,084      Expenditures 20‐070‐0205‐54729 Moyer Sports Complex Renovation 12,584,331       12,584,331      20‐032‐0205‐54310 Fire Station #2 Renovations 432,000            New Appropriation 432,000            20‐032‐0205‐54311 Fire Station #2 Storage Building 515,000            New Appropriation 515,000            20‐018‐0205‐54731 Library Flooring Replacement 190,000            New Appropriation 190,000            20‐018‐0205‐54732 Library Co‐working Space 155,000            New Appropriation 155,000            20‐070‐0205‐54733 Civic Center East/West Fields Restrooms 220,000            New Appropriation 220,000            20‐018‐0205‐54734 Longwood Park Restroom Replacement #2 180,000            New Appropriation 180,000            20‐018‐0205‐54418 Jury Room Expansion 400,000            New Appropriation 400,000            20‐012‐0205‐54110 Excess Local Funding Reserve 393,753            New Appropriation 393,753            15,070,084      Attachment B Budget Transfers Special Revenue Fund 15‐012‐9100‐59448 Transfer to Water & Sewer Capital Fund (13,575,000)       15‐012‐9100‐59470 Transfer to General Fund 14,877,122        15‐012‐9110‐59500 Contingency (1,302,122)         Water/Sewer Capital Fund 50‐051‐0300‐49975 Transfer From Special Revenue Fund (13,575,000)       50‐051‐0300‐49900 Transfer From General Fund 9,456,916          50‐051‐0301‐58022 N Salem Water Impr (4,118,084)         50‐052‐0300‐49975 Transfer From Special Revenue Fund (375,000)            50‐052‐0300‐49900 Transfer From General Fund 375,000              Budget Appropriation General Fund 10‐012‐0100‐49975 Transfer From Special Revenue Fund 9,666,491          Various Departments Salary/Fringe Benefits 9,666,491          Various Departments Salary/Fringe Benefits (9,666,491)         10‐012‐9100‐59410 Transfer To Capital Projects 209,575              10‐012‐9100‐59448 Transfer to Water & Sewer Capital Fund 9,456,916          Capital Projects Fund 20‐012‐0200‐49905 Transfer From General Fund ‐ Capital Projects 2,485,753          20‐032‐0205‐54310 Fire Station #2 Renovations 432,000              20‐032‐0205‐54311 Fire Station #2 Storage Building 515,000              20‐018‐0205‐54731 Library Flooring Replacement 190,000              20‐018‐0205‐54732 Library Co‐working Space 155,000              20‐070‐0205‐54733 Civic Center East/West Fields Restrooms 220,000              20‐018‐0205‐54734 Longwood Park Restroom Replacement #2 180,000              20‐018‐0205‐54418 Jury Room Expansion 400,000              20‐012‐0205‐54110 Excess Local Funding Reserve 393,753              Summary Item #6B Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Presentation of the Annual Comprehensive Financial Report for the year ended June 30, 2022. SUBMITTED BY: Rosemarie B. Jordan, Director of Finance SUMMARY OF INFORMATION: All Virginia localities are required to have an annual audit and the auditor is required to present the report and any findings in a public meeting before December 31st of each year. John Aldridge, with the firm of Brown, Edwards & Company, LLC, has presented the audit report to the City’s Audit-Finance committee. He also presented the report at City Council work session prior to the regular Council meeting tonight. STAFF RECOMMENDATION: Staff recommends that Council accept the Annual Comprehensive Audit Report as presented. CITY OF SALEM, VIRGINIA Annual Comprehensive Financial Report Year Ended June 30, 2022   CITY OF SALEM, VIRGINIA ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED JUNE 30, 2022 DEPARTMENT OF FINANCE CITY OF SALEM, VIRGINIA TABLE OF CONTENTS JUNE 30, 2022 INTRODUCTORY SECTION Letter of Transmittal 3 Directory of Principal Officials 8 Organizational Chart 9 Certificate of Achievement for Excellence in Financial Reporting 10 FINANCIAL SECTION Independent Auditor’s Report 12 Management’s Discussion and Analysis 16 Basic Financial Statements Government-wide Financial Statements Exhibit 1 Statement of Net Position 30 Exhibit 2 Statement of Activities 31 Governmental Funds’ Financial Statements Exhibit 3 Balance Sheet 32 Exhibit 4 Reconciliation of the Governmental Funds’ Balance Sheet to the Statement of Net Position 33 Exhibit 5 Statement of Revenues, Expenditures and Changes in Fund Balances 34 Exhibit 6 Reconciliation of the Governmental Funds’ Statement of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities 35 Exhibit 7 Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual - General Fund 36 Proprietary Funds’ Financial Statements Exhibit 8 Statement of Net Position 37 Exhibit 9 Statement of Revenues, Expenses and Changes in Net Position 38 Exhibit 10 Statement of Cash Flows 39 Fiduciary Funds’ Financial Statements Exhibit 11 Statement of Fiduciary Net Position 40 Exhibit 12 Statement of Changes in Fiduciary Net Position 41 Component Units’ Financial Statements Exhibit 13 Combining Statement of Net Position 42 Exhibit 14 Combining Statement of Activities 43 Notes to Financial Statements 44 Required Supplementary Information Exhibit 15a Schedule of Changes in Net Pension Liability and Related Ratios 116 Exhibit 15b Schedule of Changes in Net Pension Liability (Asset) and Related Ratios 117 Exhibit 16 Schedule of Employer Pension Contributions 118 Exhibit 17 Schedule of Employer’s Share of Net Pension Liability - VRS Teacher Retirement Plan 119 Exhibit 18 Schedule of Employer Pension Contributions - VRS Teacher Retirement Plan 120 Exhibit 19a Schedule of Changes in Net OPEB Liability and Related Ratios - Retiree Health Plan 121 Exhibit 19b Schedule of Changes in Net OPEB Liability and Related Ratios - Retiree Health Plan 122 Exhibit 20 Schedule of Employer OPEB Contributions - Retiree Health Plan 123 CITY OF SALEM, VIRGINIA TABLE OF CONTENTS JUNE 30, 2022 Exhibit 21 Schedule of Changes in Net OPEB Liability and Related Ratios - Political Subdivision Health Insurance Credit Program 124 Exhibit 22 Schedule of Employer OPEB Contributions - Political Subdivision Health Insurance Credit Program 125 Exhibit 23 Schedule of Employer’s Share of Net OPEB Liability - GLI and Teacher Employee HIC Programs 126 Exhibit 24 Schedule of Employer OPEB Contributions - GLI and Teacher Employee HIC Programs 127 Notes to Required Supplementary Information 128 Other Supplementary Information Nonmajor Proprietary Funds’ Combining Schedules Exhibit 25 Combining Statement of Net Position 132 Exhibit 26 Combining Statement of Revenues, Expenses and Changes in Net Position 133 Exhibit 27 Combining Statement of Cash Flows 134 Custodial Funds’ Combining Schedules Exhibit 28 Combining Statement of Fiduciary Net Position 135 Exhibit 29 Combining Statement of Changes in Fiduciary Net Position 136 Economic Development Authority of the City of Salem Exhibit 30 Balance Sheet 137 Exhibit 31 Statement of Revenues, Expenditures and Changes in Fund Balance 138 STATISTICAL SECTION Table 1 Net Position by Component 141 Table 2 Changes in Net Position 142 Table 3 Fund Balances, Governmental Funds 144 Table 4 Changes in Fund Balance, Governmental Funds 145 Table 5 Assessed Value and Actual Value of Taxable Property 146 Table 6 Property Tax Levies and Collections 147 Table 7 Principal Real Estate Property Taxpayers 148 Table 8 Principal Electric Customers 148 Table 9 Ratios of General Bonded Debt Outstanding 149 Table 10 Legal Debt Margin Information 150 Table 11 Demographic Statistics 151 Table 12 Principal Employers 152 Table 13 Full-time Equivalent City Government Employees by Function 153 Table 14 Operating Indicators by Function 154 Table 15 Capital Asset Statistics by Function 155 COMPLIANCE SECTION Schedule of Expenditures of Federal Awards 158 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 160 Independent Auditor’s Report on Compliance for Each Major Program and on Internal Control Over Compliance Required by The Uniform Guidance 162 Summary of Compliance Matters 165 CITY OF SALEM, VIRGINIA TABLE OF CONTENTS JUNE 30, 2022 Schedule of Findings and Questioned Costs 166 Department of Finance Directory 168 INTRODUCTORY SECTION The Introductory Section of the City of Salem, Virginia’s Annual Comprehensive Financial Report contains the Letter of Transmittal, which presents an overview of the profile of the City of Salem government, the local economic condition and outlook, major initiatives and accomplishments, and financial policies and financial planning. Also included in this section are an organizational chart and the Certificate of Achievement for Excellence in Financial Reporting awarded by the Government Finance Officers Association of the United States and Canada (GFOA) for the Annual Comprehensive Financial Report for the fiscal year ended June 30, 2021. It is the highest form of recognition in governmental financial reporting. 1 THIS PAGE INTENTIONALLY BLANK 2 November 17, 2022 The Honorable Mayor, Members of City Council and Citizens of Salem, Virginia We are pleased to present the City of Salem, Virginia (City) Annual Comprehensive Financial Report (ACFR) for the fiscal year ended June 30, 2022, as required by state law. This report was prepared by the Department of Finance in accordance with the standards of financial reporting as prescribed by the Governmental Accounting Standards Board (GASB). Brown, Edwards & Company, L.L.P., has issued unmodified opinions on the City’s basic financial statements as of and for the fiscal year ended June 30, 2022. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with City management. To the best of our knowledge and belief, the data as presented is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the City as measured by the financial activity of various funds and component units. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The City has established a comprehensive internal control framework designed to both safeguard the government’s assets against loss from unauthorized use or theft and to properly record and adequately document transactions in order to compile information for the presentation of the City’s financial statements. Because the cost of internal controls should not outweigh their benefits, the City’s comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatement. Management’s discussion and analysis (MD&A) beginning on page 16 provides a narrative introduction, overview, and analysis to assist users in interpreting the basic financial statements. This letter is meant to complement the MD&A and should be read in conjunction with it. Profile of the Government Salem is located in Virginia’s Blue Ridge Mountains, approximately 190 miles west of Richmond and 250 miles southwest of Washington, DC. The City lies at the region’s crossroads of major rail and highway systems, making it a part of the principal trade, industrial, transportation, medical and cultural center of western Virginia. Chartered by the Commonwealth of Virginia as a town in 1806 and as a city in 1968, Salem encompasses a land area of 14.4 square miles. The City’s 2022 population, 25,373, accounts for approximately 8.1% of the population in its metropolitan statistical area (MSA), which includes the neighboring City of Roanoke and Counties of Botetourt, Craig, Franklin, and Roanoke. The City of Salem operates under a Council-Manager form of government. Under this form of government, City Council is elected by the voters and is comprised of five members, who elect two of their members as Mayor and Vice-Mayor for a two-year term. The City Council employs a City Manager who is responsible for administration of the City government. The Primary Government provides a full range of services 3 including general government administration, judicial administration, public safety, public works, health and welfare, parks and recreation, community development activities and support for education. The City also owns and operates an electric distribution system, water and sewage facilities and a civic center. The financial reporting entity reflected in the Annual Comprehensive Financial Report includes all funds of the City as well as its component units. Component units are legally separate entities for which the primary government is financially accountable. The City’s reporting entity includes two discretely presented component units, the City of Salem School Division and the Economic Development Authority of the City of Salem (EDA). The discretely presented component units are presented in a separate column in the government-wide financial statements to emphasize that they are legally separate from the primary government and to differentiate their financial position and results of operations from that of the primary government. Additional information concerning these legally separate organizations can be found in Note 1 to the financial statements. There are several commissions and authorities where the City’s accountability is limited to appointments to, or seats on, the respective boards. The City does not exercise financial or administrative control over these entities, so they are excluded from this report. Local Economic Condition and Outlook Salem continues to provide an atmosphere and quality of life conducive to families and businesses. Over the years, Salem has been able to maintain stable property values, steady tax rates, a strong educational system and skilled workforce in a region with operating costs 18% lower than the national average (Moody’s August 2021). These are significant reasons why employers have chosen to locate in Salem as well as continue to grow and prosper. As of June 2022, Salem’s unemployment rate was 3.0%, a drop from 4.0% in June of 2021. Salem’s unemployment rate remained lower than the national unemployment rate of 3.8% and mirrored the state unemployment rate of 3.0%. A key factor to Salem establishing a low unemployment rate is having a diversified economy comprised of industry in health care, manufacturing, higher education, retail trade and government. Manufacturers include a strong mix of products comprising high-tech medical equipment, biopharmaceutical, tires, steel products, tool and die, railroad equipment and concrete products, just to name a few. Health care remains an important part of Salem’s economy as well. Two major hospitals operate in Salem. The Salem Veterans Affairs (VA) Medical Center is the city’s largest employer with over 1,700 employees and HCA Health System’s Lewis Gale Hospital employs over 1,200 people. The City has been fortunate to have ongoing investment by new and existing businesses in historic downtown and other historic buildings throughout the city. In January 2016, City Council adopted the Downtown Plan and the Façade Grant Program. Over the years, both the downtown plan and façade grant program have been a major success attracting significant investment in the adaptive reuse of several well- known derelict properties. The Downtown plan has had the most visible improvements with new streetscapes, landscaping and lighting completed with the first phase on College Avenue in 2020 and Main Street at the Farmers Market in 2021. Engineering has begun for two more phases with approved funding for construction in 2023. Over the past year, Salem has been fortunate to see investment by existing and new business. Examples of new investment include:  Ridge View Bank, whose parent bank is CNB Bank ($4.9 Billion in assets), is a new regional bank constructing their first physical branch in downtown Salem.  RDG Filings is constructing a new 3-story modern office building for their North American headquarters.  Phoenix Investors, investor of industrial properties, purchased the former General Electric building. They are investing a substantial amount to modernize and market the building as one of Virginia’s largest and modern industrial buildings for lease.  Layman Distributing, a mid-Atlantic distribution company, is expanding their operational footprint and hiring new staff. 4  Lewis Gale Hospital received Department of Health approval and is investing in a new neonatal intensive care unit. In addition, other operational investments are moving forward, including modernization of commissary operations.  Roanoke College announced a new investment in the planned construction of the 150,000 square foot Science Center Building, having reached a critical funding milestone this year.  Additional companies with recent investment and new jobs include: Yokohama, Graham White, Carter Machinery, New Millennium and Integer. The City announced a major revitalization project at the former Valleydale Meat Packing and Processing plant. The proposed $50 million venture will bring more than 300 upscale apartment units and a variety of resort style amenities to the property. A $10 million incentive package will be provided that includes a tax rebate incentive grant, a site development grant, neighborhood streetscaping, the enhancement of public utilities, and other considerations from the City and EDA. The real estate tax assessment of the property is expected to grow from $1.27 million to more than $40 million at the conclusion of construction. Demolition and site preparation are expected to begin in December 2022 with a tentative completion date of 2025. The City of Salem is part of the Roanoke Region Metropolitan Area and located off Interstate 81. Salem has seen the continued investment in restaurant establishments. Recent openings and groundbreakings have taken place for Long John Silver’s, Sonic, Jersey Mike’s, and Tropical Smoothie to name a few. As Salem is landlocked and near fully developed, leadership had the foresight to be a member of the Western Virginia Regional Industrial Facility Authority (WVRIFA), which was formed in 2013. The Authority provides a mechanism for localities to cooperate regionally on economic development projects to develop property and benefit in future revenue sharing. The WVRIFA member localities include Roanoke County, Botetourt County, Franklin County, Roanoke City, Salem City, and the Town of Vinton. The City of Salem, Roanoke County and the City of Roanoke are the only participants in the Wood Haven Technology Park. The 109-acre park is near the intersection of I-81 and I-581. Since 2019, the park was acquired, rezoned, and utilities and roads were extended to the site. Grading of the site was completed at the end of last year. The site represents a significant economic opportunity in the region and potential for a diversified revenue stream for the City of Salem. Since completion of the park, there has been a significant spike in prospect interest and on-site visits with industrial investment ranging from tens of millions to hundreds of millions of dollars. As allowed by the Code of Virginia, the City along with the EDA may enter into performance agreements with businesses to provide economic development incentive payments for rehabilitation, renovation and replacement of commercial or industrial properties. These agreements sometimes include grants. Agreements are carefully analyzed to make sure the expected long-term benefit of the grants are based on improved real estate value. Major Initiatives and Accomplishments Salem City Council and management are committed to making Salem a great place to live, work and raise a family. To that end, the City and School Board work diligently to provide one of the finest school systems, not only in the region, but throughout the Commonwealth. Salem students demonstrated high levels of performance in academic, extracurricular, and athletic activities. All six Salem schools were fully accredited by the Virginia Department of Education. The City of Salem School Division has one of the highest on-time graduation rates in the area at 96.26%. Approximately 78% of Salem High School graduates attend a 2-year or 4-year college or university.   Construction on the Salem High School renovation project continued. The multi-phase project includes classroom additions in the front and back of the building, a new administrative area in the front, façade improvements, a new roof, improved security, and a new cafeteria courtyard adjacent to the cafeteria. Renovations are being done in a way that will enable future incremental classroom modernization of the existing classrooms within the original structure. The project is scheduled for completion in December of 2022. The City issued $27 million in general obligation bonds including premiums in June 2020 to pay for the renovation project. 5 Renovation of the Salem High School Fieldhouse is also underway. The project includes an addition that will more than double the current square footage of the building, adding another weight room, additional locker rooms, expanded training room space and additional storage space. The project is expected to cost $4.2 million and be completed by December 2022. The City completed design work on the renovation of the James I. Moyer Sports Complex in fiscal year 2022. The $27.5 million project will create new pickleball courts, replace lighting, enhance parking and renovate the playground, skatepark and ballfields. The complex is in use an average of 230 days per calendar year and hosts multiple conference championships. The project upholds Salem’s reputation as Virginia’s Championship City, serving the citizens of Salem and boosting tourism in the greater Blue Ridge. The City issued $15 million in general obligation public improvement bonds to help pay for the renovations. Construction began in August 2022 and the facility is expected to reopen in February 2024. In fiscal year 2022, the James I. Moyer Sports Complex hosted over 1,400 softball and baseball teams in tournaments, filling over 15,000 hotel rooms in the Roanoke Valley. Over 34,000 people attended events at the James I. Moyer Sports Complex during the past year. Approximately 17,000 athletes and 3,200 coaches participated in over 6,000 games at the Complex. Salem hosts hundreds of high school, collegiate and amateur tournaments, and championships. The City hosted Old Dominion Athletic Conference (ODAC) men’s and women’s basketball, indoor track and softball. Virginia High School League (VHSL) championships in volleyball, football, wrestling, softball, baseball and soccer were held in fiscal year 2022. Salem also hosted the Central Intercollegiate Athletic Association (CIAA) championships in football, cross country and bowling. The City, in conjunction with ODAC and Roanoke College, hosted the NCAA Division III women’s lacrosse championship and the Division III women’s softball championship. Approximately 17,000 people traveled to Salem to attend events in fiscal year 2022 with an estimated economic impact of $5 million. The NCAA awarded Salem and its long-time partners, ODAC and Roanoke College, fifteen national championship events beginning in fiscal year 2023. The City will be hosting Division III championships in men’s and women’s soccer, women’s basketball, softball, lacrosse and volleyball and men’s volleyball. The historic 50th annual Amos Alonzo Stagg Bowl, NCAA Division III football championship, will be returning to Salem in 2023. Salem previously hosted the Stagg Bowl for 25 consecutive years, from 1993 to 2017. Financial Policies and Financial Planning City management is responsible for establishing and maintaining internal controls. Internal controls are designed to provide reasonable, but not absolute, assurance that City assets are safeguarded against unauthorized use or disposition and that financial transactions are conducted properly and in accordance with City policy. City Council adopted a formal fund balance policy to establish guidelines to maintain a prudent level of financial resources to ensure that a strong financial position is maintained. The policy establishes a minimum acceptable level of unassigned fund balance as 10% of the sum of General Fund, Debt Service Fund and School Division operating expenditures, net of the General Fund transfer to School Division. As of June 30, 2022, unassigned fund balance is 50.2%, well in excess of this minimum. The City’s annual budget is based on the financial policies of the City and reflects the balance between anticipated revenues and proposed expenditures. As required by City Code, the City Manager submits a recommended budget to City Council at least thirty days prior to the last Council meeting in May of each year for the fiscal year beginning July 1st. After an extensive study process and a public hearing to receive citizen input, City Council adopts the budget on or before June 30th. The budget function is used as a management tool, including performance objectives, goals, and long- range planning, as well as maintaining budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by City Council. For activities of the General Fund, which incorporates debt service, budgetary compliance is established at the fund level (that is, the level at which expenditures cannot legally exceed the appropriated amount.) The City also utilizes encumbrance accounting as a way to accomplish budgetary control. Encumbered amounts lapse at year-end but are re-appropriated as part of the following year’s budget. 6 The City prepares a six-year capital improvement plan, which identifies and prioritizes major City projects and includes cost estimates and potential funding sources. The City closely monitors available funding and proceeds with capital purchases only as funds become available. The City may issue debt obligations to finance the construction or acquisition of capital assets or major renovations to existing capital assets within the guidelines established in the debt management policy. Independent Audit Virginia law and the Charter of the City of Salem require that the financial statements of the City be audited by a certified public accountant. Brown, Edwards & Company, L.L.P., has performed an annual audit of the basic financial statements and other supplementary information contained within the City’s Annual Comprehensive Financial Report. Their audit was conducted 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 Specifications for Audits of Counties, Cities and Towns and Specifications for Audits of Authorities, Boards, and Commissions issued by the Auditor of Public Accounts of the Commonwealth of Virginia. The report of the independent auditor, which includes their opinion on the financial statements of the City, is contained in the Financial Section of this report. Other auditor’s reports are included in the Compliance Section. Certificate of Achievement for Excellence in Financial Reporting The Government Finance Officers Association of the United States and Canada (GFOA) has awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its Annual Comprehensive Financial Report for 2021. This represents the thirty-fourth year Salem has earned this distinction. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized annual comprehensive financial report, whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. We believe this report conforms to the Certificate of Achievement Program requirements and standards and are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments We would like to express our appreciation to the staff of the Department of Finance for the dedication and professionalism demonstrated daily assuring the financial integrity of the City and the preparation of this report. We would also like to express our appreciation to you, City Council, for the continued insight you bring to this City and the strong commitment you have made to its fiscal integrity and financial leadership. Lastly, we would like to express our appreciation to our independent auditing firm, Brown, Edwards & Company, L.L.P., for their cooperation and input in our efforts. Respectfully submitted, James E. Taliaferro, II Rosemarie B. Jordan City Manager Director of Finance 7 CITY OF SALEM, VIRGINIA DIRECTORY OF PRINCIPAL OFFICIALS JUNE 30, 2022 MEMBERS OF CITY COUNCIL Renée F. Turk ....................................................................................................................................... Mayor James W. Wallace, III ................................................................................................................... Vice-Mayor Byron R. Foley ................................................................................................................................... Member William D. Jones ................................................................................................................................ Member John E. Saunders ............................................................................................................................... Member ELECTED OFFICERS Danielle C. Crawford ....................................................................................................................... Treasurer Kristie D. Chittum ........................................................................................... Commissioner of the Revenue Thomas E. Bowers ................................................................................................ Commonwealth’s Attorney Gary Chance Crawford .................................................................................................. Clerk of Circuit Court April M. Staton. .............................................................................................................................. City Sheriff GENERAL CITY GOVERNMENT James E. Taliaferro, II ................................................................................................................ City Manager H. Robert Light ........................................................................................................... Assistant City Manager Rosemarie B. Jordan, CPA ............................................................................................... Director of Finance Jim H. Guynn, Jr. ....................................................................................................................... City Attorney Beth A. Rodgers .............................................................................................. Director of Human Resources Patrick W. Morton ......................................................................................... Director of Technology Systems Michael D. Crawley ...................................................................................................................... Police Chief John W. Prillaman ........................................................................................................................... Fire Chief Charles E. Van Allman, Jr. .................................................................... Director of Community Development Norman M. Tyler, Jr. ............................................................... Director of Streets and General Maintenance John P. Shaner ........................................................................................... Director of Parks and Recreation Ann G. Tripp ........................................................................................................................... Library Director Dana M. Oliver ................................................................................................................ Director of Elections A. K. Briele, III ................................................................................................ Director of Electric Department Larado M. Robinson ....................................................................... Director of Water and Sewer Department Justin W. Kuzmich ......................................................................................................... Real Estate Assessor Troy D. Loving ........................................................................................................................ Building Official Thomas J. Miller ...................................................................................... Director of Economic Development Wendy S. Delano ....................................................................................................Director of Civic Facilities R. Carey Harveycutter, Jr. ................................................................................................ Director of Tourism Mike Stevens ...................................................................................................... Director of Communications Angela A. Sellers ............................................................ Process Improvement/Business Efficiency Director MEMBERS OF SCHOOL BOARD David H. Preston ............................................................................................................................. Chairman Artice M. Ledbetter .................................................................................................................. Vice Chairman Dr. Nancy A. Bradley .......................................................................................................................... Member John A. (Andy) Raines ....................................................................................................................... Member Teresa E. Sizemore-Hernandez ........................................................................................................ Member SCHOOL ADMINISTRATION Dr. Curtis N. Hicks ................................................................................................. Superintendent of Schools Jamie C. Soltis ........................................................................................................ Assistant Superintendent Kirstine M. Barber ........................................................................................... Director of Human Resources Jennifer P. Dean ............................................................................... Assistant Superintendent of Instruction Mandy C. Hall .................................................................................................................. Director of Business Dr. Randy L. Jennings ........................................................................................ Director of Student Services Dr. Forest I. Jones .................................................................................... Director of Administrative Services Rosemarie B. Jordan, CPA ............................................................................................... Director of Finance 8 CI T Y O F S A L E M Ci t i z e n s Co m m i s s i o n e r o f th e R e v e n u e Tr e a s u r e r Sh e r i f f Co m m o n w e a l t h At t o r n e y Cl e r k o f C i r c u i t Co u r t Ci r c u i t C o u r t Ge n e r a l D i s t r i c t Co u r t Ju v e n i l e & Do m e s t i c Re l a t i o n s C o u r t Ci t y C o u n c i l El e c t o r a l B o a r d Bo a r d o f Zo n i n g Ap p e a l s Bo a r d o f Eq u a l i z a t i o n o f Re a l E s t a t e As s e s s m e n t s Co u r t S e r v i c e s Ci t y M a n a g e r Pl a n n i n g Co m m i s s i o n Ci t y C l e r k Ci t y A t t o r n e y Ec o n o m i c De v e l o p m e n t Au t h o r i t y Sc h o o l B o a r d As s i s t a n t C i t y Ma n a g e r Re g i s t r a r To u r i s m Wa t e r & S e w e r Ci v i c F a c i l i t i e s Co m m u n i t y De v e l o p m e n t St r e e t s & Ge n e r a l Ma i n t e n a n c e Co m m u n i c a t i o n s Ec o n o m i c De v e l o p m e n t Li b r a r y Re a l E s t a t e Te c h n o l o g y Sy s t e m s Fi n a n c e Pa r k s & Re c r e a t i o n Hu m a n Re s o u r c e s Fi r e - E M S Po l i c e El e c t r i c St r e e t s Ci t y G a r a g e Bu i l d i n g Ma i n t e n a n c e Sa n i t a t i o n Re c y c l i n g La n d s c a p e Ma n a g e m e n t Fa r m e r ’ s Ma r k e t Bu i l d i n g In s p e c t i o n s En g i n e e r i n g Pl a n n i n g Ci v i c C e n t e r Ca t e r i n g & Co n c e s s i o n s Sa l e m S t a d i u m Sa l e m Me m o r i a l P a r k Ac c o u n t i n g Pa y r o l l Pu r c h a s i n g Me t e r S e r v i c e s Ut i l i t y B i l l i n g Ut i l i t y Co l l e c t i o n s Mo y e r S p o r t s Co m p l e x At h l e t i c Pr o g r a m s Re c r e a t i o n Pr o g r a m s Se n i o r C i t i z e n s Ce n t e r Sp e c i a l E v e n t s Ki w a n i s F i e l d Pe r s o n n e l Se r v i c e s Be n e f i t s Ad m i n i s t r a t i o n Em p l o y e e He a l t h C l i n i c Ri s k Ma n a g e m e n t Fi r e S e r v i c e s Em e r g e n c y Se r v i c e s Fi r e Su p p r e s s i o n & Pr e v e n t i o n Co m m u n i c a t i o n s 91 1 S y s t e m An i m a l C o n t r o l Zo n i n g GI S Re p o r t s d i r e c t l y t o Ci t y C o u n c i l , C i t y Ma n a g e r , o r A s s i s t a n t C i t y M a n a g e r Co n s t i t u t i o n a l o r S t a t e m a n d a t e d fu n c t i o n s Co m p o n e n t U n i t Po l i c e S e r v i c e s 9 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Salem Virginia For its Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2021 Executive Director/CEO 10 FINANCIAL SECTION The Financial Section of the City of Salem, Virginia’s Annual Comprehensive Financial Report includes the independent auditor’s report, management’s discussion and analysis, and basic financial statements, including accompanying notes, required supplementary information, notes to required supplementary information, and other supplementary information. 11 Your Success is Our Focus 3906 Electric Road • Roanoke, Virginia 24018 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT To the Honorable Members of the City Council City of Salem, Virginia Salem, Virginia Report on the Audit of the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Salem, Virginia (the “City”),as of and for the year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the City’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, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City, as of June 30, 2022, and the respective changes in financial position and, where applicable, cash flows thereof and the Statement of Revenues, Expenditures, and Changes in Fund Balances –Budget and Actual –General Fund 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, and Specifications for Audits of Counties, Cities, and Towns and the Specifications for audits of Authorities, Boards, and Commissions, issued by the Auditor of Public Accounts of the Commonwealth of Virginia. 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 the City 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. Change in Accounting Principle As described in Note 21 to the financial statements, in 2022, the City adopted new accounting guidance, GASB Statement No. 87, Leases.Our opinion is not modified with respect to this matter. 12 Report on the Audit of the Financial Statements (Continued) Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America, 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 the City’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 p erforming an audit in accordance with generally accepted auditing standards and Government 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 the City’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 the City’s ability to continue as a going concern for a reasonable period of time. 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. 13 Report on the Audit of the Financial Statements (Continued) Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and other required supplementary information, 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 the City’s basic financial statements. The accompanying combining and individual nonmajor fund financial statements 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 and individual nonmajor fund financial statements 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. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory section, other supplemental schedules, and statistical 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. 14 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated November 17, 2022 on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 17, 2022 15 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 The following discussion and analysis of the City of Salem, Virginia’s (the City) financial performance provides an overview of the City’s financial activities for the fiscal year ended June 30, 2022. It should be read in conjunction with the transmittal letter and the City’s basic financial statements. FINANCIAL HIGHLIGHTS  As of June 30, 2022, the Primary Government had $187.8 million in total net position, an increase of $18.7 million from prior year. Unrestricted net position available to fund future expenses was $32.8 million or 17.4% of total net position.  As of June 30, 2022, the governmental activities had $71.6 million in total net position, which increased $10.7 million from prior year. Unrestricted net position (deficit) was $(16.0) million or (22.3%) of total net position.  As of June 30, 2022, the business-type activities had $116.2 million in total net position, an increase of $8 million from prior year. Unrestricted net position available to fund future expenses was $48.8 million or 42% of total net position.  As of June 30, 2022, the General Fund had $60.4 million in total fund balance, which increased by $10.5 million from prior year. Unassigned fund balance was $55.2 million or 91.3% of total fund balance.  The City issued $15,080,000 in general obligation bonds in May 2022 to fund renovations to the Moyer Sports Complex. OVERVIEW OF THE FINANCIAL STATEMENTS Our discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The City’s financial statements present two types of statements, each with a different focus on the City’s finances. The government-wide financial statements focus on the City as a whole and provide both short- term and long-term information about the City’s overall financial status. The fund financials focus on the individual parts of City government, reporting the City’s operations in more detail than the government-wide statements. Presentation of both perspectives provides the user a broader overview, enhances the basis for comparisons and better reflects the City’s accountability. Government-Wide Financial Statements The government-wide financial statements begin on page 30 and include the Statement of Net Position and the Statement of Activities. These statements provide information about the City as a whole using the accrual basis of accounting, which is the method used by most private-sector enterprises. All current year revenues and expenses are reported in the Statement of Activities regardless of when cash is received or paid. These statements allow readers to answer the question “Is the City’s financial position, as a whole, better or worse as a result of the year’s activities?” One of the main goals of these two statements is to report the City’s net position and changes that affected net position during the fiscal year. The change in the City’s net position, which is the difference between assets and deferred outflows and liabilities and deferred inflows, is one way to measure the City’s financial health or financial position. Increases or decreases in net position are indicators of whether the City’s financial health is improving or declining. Other non-financial factors, such as changes in the City’s property tax base and the condition of the City’s infrastructure should also be considered in assessing the overall financial health of the City. In the Statement of Net Position and the Statement of Activities, the City’s fund-based activity is classified as follows: Governmental activities – Most of the City’s basic services are reported here including general government, judicial administration, public safety, public works, health and welfare, education, parks and recreation and community development. Property taxes, other local taxes, and federal and state grants finance most of these activities. 16 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Business-type activities – The City’s electric distribution system, water and sewage systems, Civic Center and catering and concessions are reported here as the City charges a fee to customers designed to cover all or most of the cost of services it provides. Component units – Because of the City’s financial accountability for these organizations, the City includes two discretely presented component units in this report, the City of Salem School Division (School Division) and the Economic Development Authority of the City of Salem (Economic Development Authority). Fund Financial Statements The fund financial statements begin on page 32 and provide detailed information about the most significant funds, rather than the City as a whole. The City has three types of funds: Governmental funds – Most of the City’s basic services are presented as governmental funds. Fund based statements for these funds focus on how resources flow into and out of the funds and the balances left at year-end that are available for future spending. 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. These funds are reported on the modified accrual basis of accounting, which measures cash and other liquid assets that can readily be converted to cash. The governmental fund statements provide a detailed short-term overview that helps the reader determine the financial resources that can be spent in the near future to finance the City’s programs. The City’s governmental funds include the General Fund, Special Revenue Fund, Debt Service Fund and Capital Projects Fund. The differences between governmental activities as reported in the government-wide and fund financial statements are reconciled in Exhibits 4 and 6. Proprietary funds – When the City charges customers for the services it provides, whether to outside customers or to other units of the City, these services are generally reported in proprietary funds which, like the government-wide statements, utilize the accrual basis of accounting and their statements provide both short-term and long-term financial information. The City’s enterprise funds, one type of proprietary fund, are accounted for in the same manner as the government-wide business-type activities; however, the fund financial statements provide more detail and additional information, such as cash flows. The City’s enterprise funds include the Electric Fund, Water and Sewage Fund, Civic Center and Catering and Concessions. The City utilizes an internal service fund to account for health and dental insurance coverage for employees and retirees. Fiduciary funds – Resources held for other governments or agencies not part of the City are reported as fiduciary funds. These activities are excluded from the government-wide financial statements because the City cannot use these assets to finance its operations. The accounting used for fiduciary funds is much like that used for proprietary funds. The City reports resources for other postemployment benefits (OPEB) related to its healthcare plan for retirees in an OPEB trust fund and accounts for resources held on behalf of the Cardinal Criminal Justice Academy and the Court-Community Corrections Program in custodial funds. In custodial funds, the City recognizes liabilities when events occur that compel the City to disburse fiduciary resources. 17 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 FINANCIAL ANALYSIS OF THE CITY AS A WHOLE A comparative analysis of government-wide information is as follows: Summary of Net Position The following table presents a condensed summary of net position: 2022 2021 2022 2021 2022 2021 2022 2021 Current and other assets 112.2$ 88.8$ 68.7$ 68.6$ 180.9$ 157.4$ 28.6$ 28.9$ Capital assets, net 98.5 97.9 102.5 96.0 201.0 193.9 67.8 60.2 Total assets 210.7 186.7 171.2 164.6 381.9 351.3 96.4 89.1 Deferred outflows of resources 8.6 9.9 2.6 3.0 11.2 12.9 9.1 10.8 Current and other liabilities 24.2 21.3 9.6 8.0 33.8 29.3 13.5 13.2 Long-term liabilities 103.0 111.1 42.3 50.4 145.3 161.5 27.1 46.3 Total liabilities 127.2 132.4 51.9 58.4 179.1 190.8 40.6 59.5 Deferred inflows of revenues 20.5 3.3 5.7 1.0 26.2 4.3 17.6 4.0 Net investment in capital assets 84.4 83.8 67.4 61.0 151.8 144.8 67.8 60.2 Restricted 3.2 2.3 - - 3.2 2.3 1.4 0.4 Unrestricted (16.0) (25.2) 48.8 47.2 32.8 22.0 (21.9) (24.2) Total net position 71.6$ 60.9$ 116.2$ 108.2$ 187.8$ 169.1$ 47.3$ 36.4$ Summary of Net Position Total Primary ComponentGovernmental Business-type Activities Activities (In Millions) Government Units The Primary Government net position increased from $169.1 million to $187.8 million. Net position of governmental activities increased $10.7 million and net position of business-type activities increased $8 million. A detailed description of the changes in revenues and expenses that create the differences in net position is discussed in the next section. Net investment in capital assets represents the amount of capital assets owned by the City, including infrastructure, net of accumulated depreciation and amortization, and any outstanding debt issued to fund the asset purchase or construction. The Primary Government’s unrestricted net position, the portion of net position that can be used to finance the daily operations of the City, was $32.8 million. Debt totaling $1.3 million issued for Civic Center improvements is being repaid by governmental activities while the related asset is recorded in business- type activities. The City also assumed $36.5 million of debt including premiums issued for school improvements while the School Division recorded the related asset. As such, $37.8 million is included in governmental activities long-term liabilities, which directly reduced unrestricted net position. Net position is reported as restricted when constraints on asset use are externally imposed by creditors, grantors, contributors, regulators, or are imposed by law through constitutional provisions or enabling legislation. The City had restricted net position totaling $3.2 million as of June 30, 2022, for governmental activities. Approximately $2.6 million in state funding was received, but not yet spent, for highway maintenance. Federal and state grant funding totaling $389,000 was received, but not yet spent, for fire programs, asset forfeiture, four for life and hazardous materials grants. Unspent donations totaling $254,000 were restricted for law enforcement and public safety programs. 18 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 As of June 30, 2022, component units had $47.3 million in total net position, an increase of $10.9 million. Unrestricted net position (deficit) available to fund future expenses was ($21.9) million. Net investment in capital assets was $67.8 million, an increase of $7.6 million. Summary of Changes in Net Position The following table presents a condensed summary of changes in net position. Revenues 2022 2021 2022 2021 2022 2021 2022 2021 Program Revenues: Charges for services 4.5$ 4.0$ 58.2$ 53.0$ 62.7$ 57.0$ 1.3$ 1.2$ Operating grants and contributions 9.9 9.9 1.3 - 11.2 9.9 17.4 12.9 Capital grants and contributions 2.0 8.6 0.2 0.5 2.2 9.1 0.6 - General Revenues: Property taxes 43.0 40.4 - - 43.0 40.4 - - Local sales and use tax 9.1 7.8 - - 9.1 7.8 - - Business license tax 6.2 5.5 - - 6.2 5.5 - - Meals tax 5.8 5.0 - - 5.8 5.0 - - Utility taxes 1.2 1.2 - - 1.2 1.2 - - Other taxes 4.4 3.6 - - 4.4 3.6 - - Intergovernmental revenue 3.7 7.2 - - 3.7 7.2 - - Investment earnings 0.4 0.2 0.1 0.1 0.5 0.3 0.1 0.1 Gain on sale of capital assets 0.1 0.1 - - 0.1 0.1 - - Payments from City of Salem - - - - - - 26.7 35.2 State aid - - - - - - 16.4 16.1 Other 0.7 0.7 - 0.2 0.7 0.9 0.9 0.2 Total revenues 91.0 94.2 59.8 53.8 150.8 148.0 63.4 65.7 Expenses General government 6.9 7.4 - - 6.9 7.4 - - Judicial administration 2.5 2.7 - - 2.5 2.7 - - Public safety 18.6 19.7 - - 18.6 19.7 - - Public works 10.8 16.7 - - 10.8 16.7 - - Health and welfare 5.4 5.7 - - 5.4 5.7 - - Education 26.6 34.6 - - 26.6 34.6 52.4 50.0 Parks, recreation and cultural 6.8 6.9 - - 6.8 6.9 - - Community development 2.7 3.0 - - 2.7 3.0 0.1 1.1 Interest and other fiscal charges 1.6 1.6 - - 1.6 1.6 - - Electric - - 35.5 32.8 35.5 32.8 - - Water and sewage - - 9.9 10.5 9.9 10.5 - - Civic center - - 4.1 2.7 4.1 2.7 - - Catering and concessions - - 0.7 0.4 0.7 0.4 - - Total expenses 81.9 98.3 50.2 46.4 132.1 144.7 52.5 51.1 Excess (deficit) before transfers 9.1 (4.1) 9.6 7.4 18.7 3.3 10.9 14.6 Transfers 1.6 1.7 (1.6) (1.7) - - - - Increase (decrease) in net position 10.7 (2.4) 8.0 5.7 18.7 3.3 10.9 14.6 Net position, beginning 60.9 63.3 108.2 102.5 169.1 165.8 36.4 21.8 Net position, ending 71.6$ 60.9$ 116.2$ 108.2$ 187.8$ 169.1$ 47.3$ 36.4$ Government UnitsActivitiesActivities (In Millions) Summary of Changes in Net Position Total Primary ComponentGovernmental Business-type 19 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Governmental Activities – Revenues The following graph presents revenues generated for governmental activities by category: Property taxes, which were 47.3% of total governmental activities revenue, include real estate tax, the local portion of personal property tax, machinery and tools tax and public service corporation taxes. Property taxes in total increased $2.7 million or 6.6% from the previous year. Current year real estate tax revenue was up approximately $1 million or 3.7% from the prior year due to higher assessments. The assessed value of vehicles saw an unprecedented increase due to a shortage of vehicles available for purchase. Current year personal property tax revenue increased $1.6 million or 18% after City Council provided a rebate of approximately $831,000. Machinery and tools tax was up $130,000 or 4.1% Capital grants and contributions, which were 2.2% of total governmental activities revenue, decreased $6.6 million. In the previous fiscal year, the Virginia Department of Transportation completed the East Main Street improvement project which resulted in a $6.9 million contribution. Contributions in fiscal year 2022 included infrastructure valued at $1.1 million. In the previous year, approximately $976,000 in grant funding was received for downtown improvements. Grant funding for downtown projects totaled only $72,000 in fiscal year 2022. Capital grants and contributions vary from year to year based on active projects. Intergovernmental revenue not restricted, which was 4.1% of total governmental activities revenue, decreased $3.5 million or 48.6%. In the previous fiscal year, $3.3 million in funding authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020, was recognized. The CARES Act required that funds be used to pay necessary expenditures incurred due to the public health emergency. In addition, the Fire Department received Assistance to Firefighters grant funds which paid for the purchase of a diesel exhaust removal system in the previous fiscal year. Local sales and use taxes continued trending up, increasing $1.3 million or 16.7%. The cost of goods and services has been steadily rising, resulting in higher gross sales and ultimately higher sales tax revenue. Business license tax, which is based on gross receipts for the previous calendar year, increased $630,000 or 11.4%. Meals tax increased $0.8 million or 16.0% from the prior year. Most local tax revenue streams have rebounded from COVID and several exceeded pre-pandemic amounts in fiscal year 2022. Property taxes 47.3% Other taxes 29.3% Operating grants and contributions 10.9% Charges for services 4.9% Intergovernmental revenue 4.1% Capital grants and contributions 2.2% Other 1.3% 20 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Governmental Activities – Expenses Expenses of the governmental activities are shown below by functional area: Pension expense in all functions was lower than the previous year. Differences between actuarially assumed investment returns and actual investment returns is amortized over a five-year closed period. The expensed portion of current period differences between actual and projected earnings on plan investments contributed to lower pension expense in fiscal year 2022. This is partially offset by an increase in the expensed portion of current-period changes of assumptions. Education expenses totaling $26.6 million, or 32.5% of governmental activities, represented the largest allocation of resources. Education expenses decreased $8 million or 23.1%. Funding of $20.9 million was allocated to the School Division to cover operating costs, an increase of $1.1 million or 5.4%. In fiscal year 2022, $5.3 million in bond proceeds were transferred to the School Division to cover Salem High School renovation costs compared to $14.4 million transferred in fiscal year 2021. In addition, the City transferred $414,000 in fiscal year 2022 to help fund Salem High School Fieldhouse renovations. Public works expenses were 13.2% of total governmental activities expenses and decreased $5.9 million or 35.3%. In fiscal year 2022, only $2,700 was spent on paving compared to $4.9 million in the previous fiscal year. CARES Act funding of $390,000 was spent in this function in the prior year. Pension expense decreased approximately $750,000 in this function. Decreases were partially offset by an increase in depreciation expense of $171,000. Public safety expenses, which were 22.6% of total governmental activities expenses, decreased $1.1 million or 6%. In the previous fiscal year, CARES Act funding of $1.1 million was expended in this function. Payments to the Western Virginia Regional Jail (WVRJ) decreased by $315,000 from the prior year due to a lower number of prisoner days and a lower payment for the City’s share of debt service. Business-type Activities The proprietary funds provide the same type of information reported in the government-wide financial statements for business-type activities, but in more detail. Please refer to the MD&A’s section on Financial Analysis of the City’s Funds - Proprietary Funds for detailed analysis of the business-type activities major funds. Component Units Payments from the City of Salem totaled $26.7 million, a decrease of $8.5 million or 24.1%. Funding from the City to the Economic Development Authority totaled $56,000 and decreased $569,000 from the previous year due to lower incentive payments. Payments to the School Division totaled $26.6 million and were Education 32.5% Public safety 22.6% Public works 13.2% General government administration 8.4% Parks, recreation and cultural 8.3% Health and welfare 6.6% Judicial administration 3.1% Community development 3.3%Interest 2.0% 21 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 down $8 million or 23.1% from the previous year. Operating support totaled $20.9 million and $5.3 million was transferred to cover Salem High School renovation costs, which was lower than the $14.4 million provided in the previous year. Unrestricted state aid increased $288,000 or 1.8% due to higher sales tax revenue, which was partially offset by a decrease in basic aid. The School Division incurred expenses of $52.4 million for the year ended June 30, 2022, an increase of $2.4 million or 4.8% from the prior year. Salary and benefit costs were higher in fiscal year 2022. Expenses of the Economic Development Authority totaled $72,000 and decreased $1.1 million. In fiscal year 2021, CARES Act funds were used to provide grants totaling $1,000,000 to businesses and non-profits. FINANCIAL ANALYSIS OF THE CITY’S FUNDS Governmental Funds As of June 30, 2022, the governmental funds had $82.7 million in total fund balance, an increase of $20 million from prior year. Unassigned fund balances available to fund future expenditures were $55.2 million or 66.7% of total fund balance. Unassigned fund balance, which contains all amounts not included in other classifications, is available to pay for future years’ capital expenditures and provide for unforeseen circumstances. Restricted fund balance totaled $22.5 million and included $19.3 million of unspent bond proceeds and $3.2 million that can be spent only for specific purposes stipulated by grantors and donors. Assigned fund balance totaled $3.8 million and represents amounts set aside to liquidate encumbrances. Committed fund balance totaled $130,000 and represents funds appropriated for the E-summons program and stormwater management. General Fund The General Fund is the chief operating fund of the City. As of June 30, 2022, the General Fund had $60.4 million in total fund balance, which increased $10.5 million from the prior year. Unassigned fund balance available to fund future expenditures was $55.2 million or 91.3% of total fund balance and increased $9.2 million from the previous year. As a measure of the General Fund’s liquidity, it may be useful to compare both total fund balance and unassigned fund balance to total fund expenditures. Total fund balance to total fund expenditures increased from 64% to 82.1%. Unassigned fund balance to total fund expenditures increased from 58.9% to 75%. Property taxes, which were 48.8% of total General Fund revenue, increased $2.4 million or 5.9% from the prior year. Current year real estate tax revenue was up $1 million or 3.7% due to higher assessed values. Current year personal property tax revenue was up $1.4 million or 16.6% due to an unusually large increase in car values. The shortage of vehicles available for sale drove values higher than normal. City Council approved the rebate of approximately 19.5% of personal property tax received for vehicles, which reduced current year personal property tax revenue. Machinery and tools tax reflected a more modest increase of $130,000 or 4.1%. Other local taxes, which comprised 30.2% of total General Fund revenue increased $3.6 million or 15.6% from the previous year. Sales tax reflected growth of $1.2 million or 15.8% from the previous year. The cost of goods and services has risen over the last year resulting in increased sales tax revenue. Higher prices also resulted in higher meals taxes, which increased $862,000 or 17.3%. Lodging taxes increased $683,000 or 69%. Business license tax, which is based on gross receipts of businesses, showed growth of $630,000 or 11.4%. Sales, business license, meals and lodging tax revenue exceeded pre-pandemic levels. Admissions tax increased $206,000 from the previous year but has not fully recovered to pre- pandemic amounts. Intergovernmental revenue decreased $3.5 million or 20.6%. In fiscal year 2021, the City recognized $3.3 million in CARES Act revenue, which was allocated to local governments as part of the first stimulus package approved in March 2020 to help cover certain costs associated with the pandemic. No CARES Act revenue was received in fiscal year 2022. The City also received $83,000 in game of skill tax in fiscal year 2021, which was a one-time revenue from the state. The federal grants received by the Fire Department were higher in the prior fiscal year due to the receipt of the Assistance to Firefighters grant that funded the purchase of a diesel exhaust removal system. 22 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Public works expenditures, which were 12.3% of total General Fund expenditures, decreased $6.1 million or 40.3% from the prior year largely due to highway maintenance spending. Paving costs totaled $4.9 million in fiscal year 2021 compared to $2,700 in the current year. In fiscal year 2021, work done on the Mill Lane bridge totaled $612,000 and $519,000 was spent on drainage improvements on Kesler Mill Road. Education expenditures, which comprise 29% of total General Fund expenditures, increased $1.1 million or 5.5%. Local operating support of $20.9 million was provided to the School Division in fiscal year 2022, an increase of almost $1.1 million. The City also provided $414,062 to help fund Salem High School Fieldhouse renovations. In the previous year, $360,000 of CARES Act funding was allocated to the School Division to assist with the purchase of Chromebooks to promote distance learning. Parks, recreation and cultural expenditures were $495,000 or 9.1% higher than the previous year. Salaries and benefits were $237,000 higher than the previous year. Special events, summer camp and senior trip expenditures were $91,000 higher than the prior year as activities resumed after COVID. An increase in fee revenue partially offsets these increases. In addition, capital expenditures were $148,000 higher in fiscal year 2022. Storm drain work and paving were done at the Salem Memorial Baseball Stadium and field maintenance equipment was purchased. Capital Projects Fund During fiscal year 2022, Capital Projects fund expenditures were $8.3 million, which was $10.4 million lower than the previous year. In fiscal year 2021, bond proceeds funded $14.4 million of the Salem High School renovation project while only $5.3 million in bond proceeds were transferred to the School Division in fiscal year 2022 for the project. General obligation public improvement bonds totaling $15 million were issued in May 2022 to pay for Moyer Sports Complex renovations with $863,000 in project expenditures incurred. In fiscal year 2022, bond proceeds funded the $678,000 purchase of a fire truck and $134,000 for the Longwood Park restroom replacement. Grant funding covered design work totaling $415,000 on the Colorado Street bridge project, $165,000 on the Apperson Drive bridge project, and $116,000 for downtown improvements. In the previous year, bond proceeds of $1.7 million funded Salem Memorial Park seat replacements, Kiwanis Field Lighting upgrades and Street Department equipment purchases, including two garbage trucks, a dump truck, and a floor lift. Grant funding largely covered downtown improvements totaling $1.6 million in the previous fiscal year and bridge work totaling $365,000. Proprietary Funds Revenues and expenses of the major enterprise funds are shown below: Electric Fund As of June 30, 2022, the Electric Fund had $62.2 million in total net position, which increased by $1.7 million from the prior year. Net investment in capital assets was $28.3 million or 45.5% of total net position. Unrestricted net position available to fund future expenses was $33.9 million or 54.5% of total net position. For fiscal year 2022, operating revenue was $40.3 million and increased $2.3 million or 6.0% largely due to higher charges for services. Penalties were $111,000 higher than the prior year. Penalties were waived for a portion of fiscal year 2021 due to the pandemic, resulting in lower revenue in the previous fiscal year. $- $5.0 $10.0 $15.0 $20.0 $25.0 $30.0 $35.0 $40.0 Water and sewage Electric $9.9 $35.5 $14.7 $40.4 Millions Revenue Expense 23 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Operating expenses were $35.2 million and were $2.7 million higher than the prior year. Purchased power costs increased $3.2 million or 12.4%. A decrease in administration costs due to lower pension expense partially offset this increase. Water and Sewage Fund As of June 30, 2022, the Water and Sewage Fund had $53.8 million in total net position, an increase of $4.8 million from prior year. Net investment in capital assets was $36.0 million or 67.0% of total net position. Unrestricted net position available to fund future expenses was $17.7 million or 33.0% of total net position. For fiscal year 2022, operating revenue was $14.7 million, which was $491,000 higher than the previous year. Charges for services were up $342,000 or 2.5%. Operating expenses were $9.6 million, a decrease of $470,000 or 4.7% from the prior year. Fringe benefit costs decreased $469,000 from the prior year due to lower pension expense. Sewage treatment costs declined $293,000 or 14%. The rate paid to Western Virginia Water Authority (WVWA) decreased and the gallons of sewage treated was lower than the prior year. These decreases were partially offset by an increase in salary expense. GENERAL FUND BUDGETARY HIGHLIGHTS The City’s budget is prepared in accordance with the Code of Virginia. Below is a condensed version of the budgetary comparison of the General Fund original budget, amended budget and actual amounts. Original Budget Budget As Amended Actual Revenues 80.9$ 81.1$ 88.8$ Expenditures (77.5) (80.0) (73.6) Proceeds from sale of capital assets - - 0.2 Transfers in 3.3 3.4 3.3 Transfers out (6.7) (8.3) (8.2) Use of fund balance -$ (3.8)$ 10.5$ Budgetary Highlights for 2022 (In Millions) During the year, the City amended the original budget primarily for the following purposes:  To re-appropriate monies for encumbrances established prior to June 30, 2021.  To re-appropriate grants, donations and other revenues authorized in fiscal year 2021 or earlier, but not expended or encumbered as of June 30, 2022.  To appropriate grants, donations and other revenues accepted or adjusted in fiscal year 2022 when official notice of approval was received. The Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual – General Fund is shown on page 36. Property tax revenue exceeded budget by 6.5% for several reasons. Because the City assesses and bills personal property in late spring, no current assessment data is available at the time revenue estimates are developed for the subsequent fiscal year. The Finance Department works with other City departments to determine a reasonable revenue estimate based on the information that is available. In fiscal year 2022, vehicle assessments increased an unprecedented amount and exceeded budget despite Council rebating a portion of personal property tax. Assessed values of real estate also increased more than anticipated. Other local taxes revenue exceeded budget by 21.3%. The cost of goods and services has gone up dramatically over the last year, impacting several revenue streams that are based on gross sales. Sales, meals and lodging taxes exceeded budget by 18%, 26% and 80%, respectively. Business license tax, which is based on gross receipts, exceeded budget by $876,000 or 17%. Spurred by higher home prices and sales, recordation tax exceeded budget by $281,000. 24 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 Several functions ended the year with expenditures less than budget. Public Safety expenditures were under budget by $1.3 million or 7.1%. Amounts totaling $148,000 were encumbered but not spent as of June 30, 2022. Jail expenditures were $694,000 less than budgeted due to a lower inmate population. Salary and fringe expenditures were $360,000 below budget due to vacant positions. Public Works expenditures were under budget by $2.6 million or 22%. Highway maintenance funding was under budget by $1.3 million and $657,000 was encumbered, but not spent as of June 30, 2022. Unspent highway maintenance funds are re-appropriated and spent in subsequent years. Waste disposal charges were under budget by $157,000. Salary and fringe expenditures were $284,000 under budget in this function. CAPITAL ASSETS The City’s total Primary Government capital assets, net of accumulated depreciation and amortization, increased 3.7% from $193.9 million to $201 million. This investment includes land, construction in progress, machinery and equipment, buildings and improvements, public domain infrastructure, distribution and transmission, utility plant, sewage treatment contract and intangible right-to-use lease assets. The following table presents a summary of capital asset balances at the end of the year. The changes in each category of capital assets, along with other important information regarding capital assets, are presented in Note 7 of the financial statements. 2022 2021 2022 2021 2022 2021 2022 2021 Land 6.4$ 6.5$ 1.6$ 1.6$ 8.0$ 8.1$ 1.1$ 1.1$ Construction in progress 3.4 1.9 18.2 11.8 21.6 13.7 29.4 21.2 Machinery and equipment 11.0 10.2 2.4 2.8 13.4 13.0 2.4 2.4 Buildings and improvements 19.6 20.4 14.0 14.6 33.6 35.0 34.8 35.5 Public domain infrastructure 58.0 58.9 - - 58.0 58.9 - - Distribution and transmission - - 18.4 15.4 18.4 15.4 - - Utility plant - - 29.9 31.0 29.9 31.0 - - Sewage treatment contract - - 18.0 18.8 18.0 18.8 - - Intangible, right-to-use 0.1 - - - 0.1 - - - Total 98.5$ 97.9$ 102.5$ 96.0$ 201.0$ 193.9$ 67.7$ 60.2$ Component Unit Total Primary Activities Activities Government Governmental Business-type Capital Assets, Net of Depreciation and Amortization (In Millions) Major capital asset additions in the governmental activities included:  Design work was completed on the Moyer Sports Complex Renovation project with $863,000 expended in fiscal year 2022.  A pumper fire truck was purchased at a cost of $678,000.  Improvements to the Mill Lane Bridge were capitalized at a cost of $639,000.  Four snow plow and salt spreader trucks were purchased at a total cost of $650,000.  Engineering work continued on the Apperson Drive and Colorado Street bridge replacements. In fiscal year 2022, $580,000 was expended on the two projects. Major capital asset additions in the business-type activities included:  The Electric Fund portion of the automated meter reading project was completed at a total cost of $2.4 million. Water and Sewer Fund costs for the project totaled $2.3 million and are included in construction in progress.  In the Electric Fund, the substation equipment replacement project proceeded, with $11.1 million included in the construction in progress balance. Circuit breakers totaling almost $900,000 were capitalized in fiscal year 2022. 25 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022  The City paid $1,150,000 in fiscal year 2022 for their share of the renovation of the existing anaerobic digestion facilities at the Western Virginia Water Authority Regional Wastewater Treatment Plant. Costs totaling $1,356,000 were included in construction in progress.  The well siting project continued in the Water Fund with $744,000 included in construction in progress. LONG-TERM DEBT At June 30, 2022, the City’s long-term liabilities, excluding financed purchase obligations, lease liabilities, compensated absences, net pension liabilities, net OPEB liabilities, bond premiums, and bond discounts, totaled $93.9 million. This amount was comprised of $64.2 million related to governmental activities (including $33.6 million for debt held on behalf of the School Division and $385,000 recorded as a receivable from Roanoke Valley Resource Authority) and $29.7 million related to business-type activities. The City made $6.8 million in principal payments and amortized $772,000 in discounts and premiums. On May 26, 2022, the City issued $15,080,000 of series 2022B general obligation public improvement bonds to fund a portion of the Moyer Sports Complex renovation project. In March 2022, the City closed on a $2,320,437 loan with Virginia Resources Authority to fund the City’s share of the cost to renovate the existing anaerobic digestion facilities at the Western Virginia Water Authority Regional Wastewater Treatment Plant. Detailed information regarding these changes in long-term debt is disclosed in Note 9 to the financial statements. Total debt increased $9.5 million during the fiscal year. With its most recent rating in May 2020, the City received a rating of Aa2 from Moody’s Investor Service, an upgrade from the previous Aa3 rating. The City received a rating of AA+ from S&P Global Ratings. The City Charter and the Code of Virginia limits the City’s net debt to 10% of the assessed valuation of real estate within the City limits. This limit applies to governmental fund tax supported debt and certain long- term liabilities of proprietary funds. The City considers long-term debt of its electric, water and sewage funds to be self-supporting. Additionally, in accordance with its contractual agreement with Roanoke Valley Resource Authority, the City will receive funding from RVRA toward $385,000 of general obligation debt. The City’s tax-supported debt of $68.4 million is below the legal debt limit of $176.5 million. Table 10 of the statistical section provides additional information related to the legal debt margin. The School Division relies upon the City to provide full faith and credit for any debt obligations incurred. Therefore, the City reports School Division long-term liabilities, other than financed purchase obligations, compensated absences, net OPEB liabilities, and net pension liabilities, as its own. In addition to bonded debt, the City’s long-term obligations include financed purchase obligations, lease liabilities, compensated absences, net OPEB liabilities, and net pension liabilities. Additional information concerning the City’s long- term liabilities is presented in Note 9 of the financial statements and Table 10 of the statistical section. Interest and other fiscal charges for fiscal year 2022 were $1.6 million or 1.9% of total governmental activities expenses. FACTORS INFLUENCING FUTURE BUDGETS High inflation and rising costs for goods and services continue to cause budgetary challenges. More resources are required to cover operating costs. Despite salary increases, the City continues to struggle with attracting and retaining employees. Higher interest rates and rising construction costs have affected the funding needed for on-going renovation projects. Long lead times for purchasing larger pieces of equipment make it more difficult to keep up with equipment replacement needs. General Fund revenues budgeted for fiscal year 2023 reflect an increase of $26.7 million from the fiscal year 2022 budget largely due to ARPA funding. ARPA funding of $16.3 million is included in the fiscal year 2023 budget to cover general government services. In addition, property and other local taxes are also expected to increase in fiscal year 2023. A rise in operating expenditures is expected which will offset the increases in property and other local tax revenues. 26 CITY OF SALEM, VIRGINIA MANAGEMENT’S DISCUSSION AND ANALYSIS YEAR ENDED JUNE 30, 2022 On March 11, 2021, the American Rescue Plan Act (ARPA) was signed into law, providing Coronavirus Local Fiscal Recovery Funds (CLFRF) to localities. As of June 30, 2022, the City had received $31.2 million in funding. Funds must be obligated by December 31, 2024 and expended by December 31, 2026. The City will be using ARPA funds to pay for general government services, freeing up monies to fund a variety of projects. Electric and water consumption is expected to increase slightly in fiscal year 2023. An increase in the power cost adjustment was necessary in fiscal year 2023 to offset rising electric transmission expenses. No increase in water or sewer rates was included in the fiscal year 2023 budget. REQUESTS FOR INFORMATION This financial report is designed to provide our citizens, taxpayers, customers, investors and creditors with a general overview of the City’s finances and to demonstrate the City’s accountability for the resources it receives. If you have any questions about this report or need additional information, contact the Director of Finance, City of Salem, 114 North Broad Street, Salem, Virginia 24153, (540) 375-3061, or visit the City’s website at www.salemva.gov. Additional information on the Component Unit can be obtained from the Director of Business, Salem City Schools, 510 South College Avenue, Salem, Virginia 24153, or visit the School Division’s website at www.salem.k12.va.us. 27 THIS PAGE INTENTIONALLY BLANK 28 BASIC FINANCIAL STATEMENTS The Basic Financial Statements subsection of the City of Salem, Virginia’s Annual Comprehensive Financial Report includes the government-wide Statement of Net Position and Statement of Activities. Government- wide statements incorporate governmental and business-type activities of the City and activities of the component unit to provide an overview of the financial position and change in net position for the reporting entity. Also, this section includes the fund financial statements for governmental, proprietary, and fiduciary funds and the accompanying notes to the financial statements. 29 Governmental Business-type Component Activities Activities Total Units ASSETS Cash and cash equivalents 80,956,476$ 53,026,973$ 133,983,449$ 18,699,361$ Receivables, net 3,744,151 7,608,420 11,352,571 5,227,480 Lease receivable 1,251,337 367,659 1,618,996 - Due from component unit - 5,164,713 5,164,713 - Due from other governmental units 5,858,354 - 5,858,354 2,719,490 Net pension asset - - - 1,444,155 Inventories 715,896 2,308,215 3,024,111 138,419 Prepaid items 435,994 183,691 619,685 420,882 Restricted assets: Cash and cash equivalents 19,282,547 - 19,282,547 - Capital assets: Nondepreciable 9,805,129 19,830,999 29,636,128 30,584,463 Depreciable, net 88,548,021 82,637,926 171,185,947 37,169,735 Intangible, right-to-use, net 116,685 5,615 122,300 - Total assets 210,714,590 171,134,211 381,848,801 96,403,985 DEFERRED OUTFLOWS OF RESOURCES 8,579,666 2,609,887 11,189,553 9,066,342 LIABILITIES Accounts payable and accrued liabilities 3,265,975 7,123,273 10,389,248 2,642,521 Accrued payroll and related liabilities 1,868,479 546,626 2,415,105 5,075,745 Accrued interest 397,753 170,162 567,915 - Self-insurance claims liability 453,351 - 453,351 331,305 Due to primary government - - - 5,164,713 Unearned revenues 18,164,289 743,167 18,907,456 284,214 Customer security deposits - 1,033,824 1,033,824 - Long-term liabilities due in less than one year: Bonds payable 4,184,360 4,164,035 8,348,395 - Financed purchase obligation 14,530 - 14,530 - Lease liability 29,522 1,994 31,516 - Compensated absences 1,715,793 515,647 2,231,440 466,234 Long-term liabilities due in more than one year: Bonds payable 64,618,658 28,550,290 93,168,948 - Financed purchase obligation 14,529 - 14,529 - Lease liability 88,476 3,643 92,119 - Compensated absences 622,451 188,281 810,732 351,719 Net pension liability 20,043,160 5,284,748 25,327,908 21,062,060 Net OPEB liability 11,675,792 3,549,560 15,225,352 5,176,050 Total liabilities 127,157,118 51,875,250 179,032,368 40,554,561 DEFERRED INFLOWS OF RESOURCES 20,504,811 5,690,853 26,195,664 17,632,257 NET POSITION Net investment in capital assets 84,385,804 67,400,911 151,786,715 67,754,198 Restricted for: Grant programs 388,655 - 388,655 - Highway maintenance 2,598,715 - 2,598,715 - Net pension asset - - - 1,444,155 Other 255,584 - 255,584 - Unrestricted (deficit)(15,996,431) 48,777,084 32,780,653 (21,914,844) Total net position 71,632,327$ 116,177,995$ 187,810,322$ 47,283,509$ CITY OF SALEM, VIRGINIA STATEMENT OF NET POSITION JUNE 30, 2022 Primary Government EXHIBIT 1 The Notes to Financial Statements are an integral part of this statement. 30 Op e r a t i n g C a p i t a l Ch a r g e s f o r G r a n t s a n d G r a n t s a n d Go v e r n m e n t a l B u s i n e s s - t y p e Co m p o n e n t Fu n c t i o n s / P r o g r a m s E x p e n s e s S e r v i c e s C o n t r i b u t i o n s C o n t r i b u t i o n s Ac t i v i t i e s A c t i v i t i e s To t a l Un i t s Pr i m a r y G o v e r n m e n t Go v e r n m e n t a l a c t i v i t i e s : Ge n e r a l g o v e r n m e n t 6 , 9 4 6 , 7 7 2 $ 2 5 4 , 3 3 0 $ 3 1 9 , 8 2 8 $ - $ ( 6 , 3 7 2 , 6 1 4 ) $ ( 6 , 3 7 2 , 6 1 4 ) $ Ju d i c i a l a d m i n i s t r a t i o n 2 , 4 6 0 , 7 3 0 2 3 0 , 3 3 7 1 , 3 4 1 , 0 9 6 - ( 8 8 9 , 2 9 7 ) ( 8 8 9 , 2 9 7 ) Pu b l i c s a f e t y 1 8 , 5 6 0 , 6 3 7 1 , 5 1 6 , 4 1 1 1 , 1 2 6 , 3 1 0 8 9 , 1 4 7 ( 1 5 , 8 2 8 , 7 6 9 ) ( 1 5 , 8 2 8 , 7 6 9 ) Pu b l i c w o r k s 1 0 , 7 7 7 , 3 7 4 1 , 9 6 4 , 8 0 2 4 , 4 5 5 , 6 2 6 1 , 6 7 0 , 7 9 8 ( 2 , 6 8 6 , 1 4 8 ) ( 2 , 6 8 6 , 1 4 8 ) He a l t h a n d w e l f a r e 5 , 4 4 1 , 6 5 6 - 2 , 3 4 5 , 0 5 9 - ( 3 , 0 9 6 , 5 9 7 ) ( 3 , 0 9 6 , 5 9 7 ) Ed u c a t i o n 2 6 , 6 1 1 , 3 0 8 - - - ( 2 6 , 6 1 1 , 3 0 8 ) ( 2 6 , 6 1 1 , 3 0 8 ) Pa r k s , r e c r e a t i o n a n d c u l t u r a l 6 , 8 3 5 , 9 1 4 4 9 0 , 5 8 3 1 9 8 , 7 3 1 1 1 7 , 8 5 5 ( 6 , 0 2 8 , 7 4 5 ) ( 6 , 0 2 8 , 7 4 5 ) Co m m u n i t y d e v e l o p m e n t 2 , 7 4 8 , 8 8 3 4 5 0 7 7 , 0 3 2 7 2 , 2 1 9 ( 2 , 5 9 9 , 1 8 2 ) ( 2 , 5 9 9 , 1 8 2 ) In t e r e s t a n d o t h e r f i s c a l c h a r g e s 1 , 5 6 7 , 3 7 0 - - - ( 1 , 5 6 7 , 3 7 0 ) ( 1 , 5 6 7 , 3 7 0 ) To t a l g o v e r n m e n t a l a c t i v i t i e s 8 1 , 9 5 0 , 6 4 4 4 , 4 5 6 , 9 1 3 9 , 8 6 3 , 6 8 2 1 , 9 5 0 , 0 1 9 ( 6 5 , 6 8 0 , 0 3 0 ) ( 6 5 , 6 8 0 , 0 3 0 ) Bu s i n e s s - t y p e a c t i v i t i e s : El e c t r i c 3 5 , 5 2 1 , 2 4 9 4 0 , 2 9 4 , 9 5 7 3 7 , 7 1 8 - 4 , 8 1 1 , 4 2 6 $ 4 , 8 1 1 , 4 2 6 Wa t e r a n d s e w a g e 9 , 9 0 2 , 8 9 0 1 4 , 6 6 4 , 7 8 2 2 7 , 0 1 5 1 6 2 , 7 4 6 4 , 9 5 1 , 6 5 3 4 , 9 5 1 , 6 5 3 Ci v i c C e n t e r 4 , 0 8 5 , 1 7 3 2 , 5 9 5 , 9 9 8 1 , 2 6 8 , 5 4 2 - ( 2 2 0 , 6 3 3 ) ( 2 2 0 , 6 3 3 ) Ca t e r i n g a n d c o n c e s s i o n s 73 8 , 2 4 0 69 8 , 3 1 7 - - (3 9 , 9 2 3 ) (3 9 , 9 2 3 ) To t a l b u s i n e s s - t y p e a c t i v i t i e s 50 , 2 4 7 , 5 5 2 58 , 2 5 4 , 0 5 4 1, 3 3 3 , 2 7 5 16 2 , 7 4 6 9, 5 0 2 , 5 2 3 9, 5 0 2 , 5 2 3 To t a l p r i m a r y g o v e r n m e n t 13 2 , 1 9 8 , 1 9 6 $ 62 , 7 1 0 , 9 6 7 $ 11 , 1 9 6 , 9 5 7 $ 2, 1 1 2 , 7 6 5 $ (6 5 , 6 8 0 , 0 3 0 ) 9, 5 0 2 , 5 2 3 (5 6 , 1 7 7 , 5 0 7 ) Co m p o n e n t U n i t s 52 , 4 5 1 , 2 8 0 $ 1, 2 9 1 , 3 0 1 $ 17 , 3 5 1 , 0 9 7 $ 63 7 , 9 1 3 $ (3 3 , 1 7 0 , 9 6 9 ) $ Ge n e r a l r e v e n u e s : Pr o p e r t y t a x e s 43 , 0 3 7 , 3 5 1 - 4 3 , 0 3 7 , 3 5 1 - Lo c a l s a l e s a n d u s e t a x e s 9, 0 7 1 , 9 0 8 - 9 , 0 7 1 , 9 0 8 - Bu s i n e s s l i c e n s e t a x 6, 1 7 6 , 3 6 1 - 6 , 1 7 6 , 3 6 1 - Me a l s t a x 5, 8 3 5 , 2 3 8 - 5 , 8 3 5 , 2 3 8 - Ut i l i t y t a x e s 1, 2 2 0 , 6 3 6 - 1 , 2 2 0 , 6 3 6 - Ot h e r t a x e s 4, 4 2 9 , 6 6 9 - 4 , 4 2 9 , 6 6 9 - In t e r g o v e r n m e n t a l r e v e n u e n o t r e s t r i c t e d 3 , 7 2 8 , 3 9 9 - 3 , 7 2 8 , 3 9 9 - Un r e s t r i c t e d i n v e s t m e n t e a r n i n g s 42 0 , 3 9 9 94 , 7 3 3 51 5 , 1 3 2 11 9 , 2 9 8 Ga i n o n s a l e o f c a p i t a l a s s e t s 10 5 , 4 8 6 40 , 1 0 7 14 5 , 5 9 3 - Pa y m e n t s f r o m C i t y o f S a l e m - - - 26 , 6 6 7 , 3 1 8 Un r e s t r i c t e d s t a t e a i d - - - 16 , 4 0 4 , 2 8 9 Ot h e r 74 3 , 5 4 2 - 74 3 , 5 4 2 87 1 , 8 5 9 Tr a n s f e r s 1, 6 2 7 , 5 9 4 (1 , 6 2 7 , 5 9 4 ) - - To t a l g e n e r a l r e v e n u e s a n d t r a n s f e r s 7 6 , 3 9 6 , 5 8 3 (1 , 4 9 2 , 7 5 4 ) 74 , 9 0 3 , 8 2 9 44 , 0 6 2 , 7 6 4 Ch a n g e i n n e t p o s i t i o n 10 , 7 1 6 , 5 5 3 8, 0 0 9 , 7 6 9 18 , 7 2 6 , 3 2 2 10 , 8 9 1 , 7 9 5 Ne t p o s i t i o n , b e g i n n i n g 60 , 9 1 5 , 7 7 4 10 8 , 1 6 8 , 2 2 6 16 9 , 0 8 4 , 0 0 0 36 , 3 9 1 , 7 1 4 Ne t p o s i t i o n , e n d i n g 71 , 6 3 2 , 3 2 7 $ 11 6 , 1 7 7 , 9 9 5 $ 18 7 , 8 1 0 , 3 2 2 $ 47 , 2 8 3 , 5 0 9 $ Pr i m a r y G o v e r n m e n t EX H I B I T 2 Pr o g r a m R e v e n u e s CI T Y O F S A L E M , V I R G I N I A ST A T E M E N T O F A C T I V I T I E S YE A R E N D E D J U N E 3 0 , 2 0 2 2 Ne t ( E x p e n s e ) R e v e n u e a n d C h a n g e s i n N e t P o s i t i o n Th e N o t e s t o F i n a n c i a l S t a t e m e n t s a r e a n i n t e g r a l p a r t o f t h i s s t a t e m e n t . 31 EXHIBIT 3 Total Special Debt Capital Governmental General Revenue Service Projects Funds ASSETS Cash and cash equivalents 56,932,443$ 18,035,527$ -$ 2,906,876$ 77,874,846$ Cash and cash equivalents, restricted - - - 19,282,547 19,282,547 Receivables, net 3,702,832 - - - 3,702,832 Lease receivable 1,251,337 - - - 1,251,337 Due from other governmental units 5,301,907 - 385,416 171,031 5,858,354 Inventories 715,896 - - - 715,896 Prepaid items 359,027 - - - 359,027 Total assets 68,263,442$ 18,035,527$ 385,416$ 22,360,454$ 109,044,839$ LIABILITIES Accounts payable and accrued liabilities 2,959,647$ -$ -$ 99,121$ 3,058,768$ Accrued payroll and related liabilities 1,859,537 - - - 1,859,537 Unearned revenues 86,533 18,035,527 - - 18,122,060 Total liabilities 4,905,717 18,035,527 - 99,121 23,040,365 DEFERRED INFLOWS OF RESOURCES 2,917,462 - 385,416 - 3,302,878 FUND BALANCES Nonspendable 1,074,923 - - - 1,074,923 Restricted 3,242,954 - - 19,276,969 22,519,923 Committed 129,601 - - - 129,601 Assigned 816,915 - - 2,984,364 3,801,279 Unassigned 55,175,870 - - - 55,175,870 Total fund balances 60,440,263 - - 22,261,333 82,701,596 Total liabilities, deferred inflows of resources, and fund balances 68,263,442$ 18,035,527$ 385,416$ 22,360,454$ 109,044,839$ CITY OF SALEM, VIRGINIA BALANCE SHEET GOVERNMENTAL FUNDS JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 32 EXHIBIT 4 Total fund balance of governmental funds 82,701,596$ Capital assets used in governmental activities are not considered current financial resources and, therefore, are not reported in the governmental funds. 98,469,835 Some long-term assets are not available to pay for current period expenditures and, therefore, are deferred in the governmental funds. Deferred inflows of resources for unavailable revenues 1,983,338 For debt refundings resulting in defeasance of debt, the difference between the reacquisition price and the net carrying amount of the old debt should be reported as a deferred outflow of resources or a deferred inflow of resources. Deferred amounts on refunding 308,588 Long-term liabilities related to governmental fund activities are not due and payable in the current period and, therefore, are not reported in the governmental funds. Bonds payable (64,228,966) Bond premiums (4,574,052) Financed purchase obligation (29,059) Lease liability (117,998) Accrued interest (397,753) Compensated absences (2,326,860) Financial statement elements related to pensions are applicable to future periods and, therefore, are not reported in the governmental funds. Deferred outflows of resources related to pension 6,982,468 Deferred inflows of resources related to pension (16,963,821) Net pension liability (19,853,994) Financial statement elements related to OPEB are applicable to future periods and, therefore, are not reported in the governmental funds. Deferred outflows of resources related to OPEB 1,247,352 Deferred inflows of resources related to OPEB (2,116,540) Net OPEB liability (11,649,271) The internal service fund is used by management to charge the costs of health and dental insurance to individual funds. The assets, liabilities and net position of the internal service fund are included with governmental activities in the Statement of Net Position. 2,197,464 Net position of governmental activities 71,632,327$ CITY OF SALEM, VIRGINIA RECONCILIATION OF THE GOVERNMENTAL FUNDS' BALANCE SHEET TO THE STATEMENT OF NET POSITION JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 33 EXHIBIT 5 Total Special Debt Capital Governmental General Revenue Service Projects Funds REVENUES Property taxes 43,241,702$ -$ -$ -$ 43,241,702$ Other local taxes 26,733,811 - - - 26,733,811 Permits, fees and licenses 411,600 - - - 411,600 Fines and forfeitures 123,352 - - - 123,352 Revenue from use of money and property 715,091 - - 35,444 750,535 Charges for services 3,561,617 - - - 3,561,617 Other 382,382 - - - 382,382 Intergovernmental 13,483,370 4,000 210,368 856,211 14,553,949 Total revenues 88,652,925 4,000 210,368 891,655 89,758,948 EXPENDITURES Current: General government 6,844,143 - - - 6,844,143 Judicial administration 2,458,099 - - - 2,458,099 Public safety 17,737,298 - - - 17,737,298 Public works 9,044,426 - - - 9,044,426 Health and welfare 5,253,983 - - - 5,253,983 Education 21,333,674 - - 5,277,634 26,611,308 Parks, recreation and cultural 5,967,259 - - - 5,967,259 Community development 2,776,253 4,000 - - 2,780,253 Non-departmental 2,168,819 - - - 2,168,819 Capital projects - - - 2,919,667 2,919,667 Debt service: Principal retirement 26,292 - 3,204,191 - 3,230,483 Interest 3,264 - 1,677,508 - 1,680,772 Bond issuance costs - - - 79,400 79,400 Total expenditures 73,613,510 4,000 4,881,699 8,276,701 86,775,910 Excess (deficiency) of revenues over (under) expenditures 15,039,415 - (4,671,331) (7,385,046) 2,983,038 OTHER FINANCING SOURCES (USES) Issuance of long-term debt - - - 15,080,000 15,080,000 Proceeds from sale of capital assets 155,902 - - - 155,902 Inception of leases 63,096 - - - 63,096 Insurance recoveries 75,910 - - - 75,910 Transfers in 3,336,762 - 4,670,580 1,829,850 9,837,192 Transfers out (8,209,598) - - - (8,209,598) Total other financing sources (uses), net (4,577,928) - 4,670,580 16,909,850 17,002,502 Net change in fund balances 10,461,487 - (751) 9,524,804 19,985,540 Fund balances, beginning 49,978,776 - 751 12,736,529 62,716,056 Fund balances, ending 60,440,263$ -$ -$ 22,261,333$ 82,701,596$ CITY OF SALEM, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 34 EXHIBIT 6 Net changes in fund balances of governmental funds 19,985,540$ Governmental funds report capital outlays as expenditures while governmental activities report depreciation expense and amortization expense to allocate the costs of those assets over the lives of the assets. Capital outlay 5,369,985 Depreciation expense (5,519,612) Amortization expense (27,605) The net effect of various transactions involving capital assets does not provide or use current financial resources and is not reported as revenues or expenditures in the governmental funds. 699,481 Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in governmental funds. 48,912 Issuance of debt and other obligations provides current financial resources to governmental funds but increases long-term liabilities in the Statement of Net Position. Repayment of bond principal is an expenditure in the governmental funds, but repayment reduces long-term liabilities in the Statement of Net Position. Governmental funds report the effect of premiums, discounts, and similar items when debt is first issued, but these amounts are deferred and amortized in the Statement of Activities. Bond proceeds, net of payment to refunded bond escrow agent (15,080,000) Inception of leases (63,096) Principal payments 3,230,483 Amortization of current year bond premiums 337,692 Amortization of current year deferred amounts on refunding (90,716) Some expenses reported in the Statement of Activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Change in accrued interest payable (25,464) Change in compensated absences 11,170 Governmental funds report employer pension contributions as expenditures. However, in the Statement of Activities, the cost of pension benefits earned net of employee contributions is reported as pension expense. Employer pension contributions 3,432,073 Pension expense (2,008,191) Governmental funds report employer OPEB contributions as expenditures. However, in the Statement of Activities, the cost of OPEB benefits earned is reported as OPEB expense. Employer OPEB contributions 1,610,926 OPEB expense (540,217) The internal service fund is used by management to charge the costs of health and dental insurance to individual funds. The change in net position of the internal service fund is reported with governmental activities.(654,808) Change in net position of governmental activities 10,716,553$ CITY OF SALEM, VIRGINIA RECONCILIATION OF THE GOVERNMENTAL FUNDS' STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES TO THE STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 35 EXHIBIT 7 Variance with Final Budget Positive Original Final Actual Amounts (Negative) REVENUES Property taxes 40,605,600$ 40,605,600$ 43,241,702$ 2,636,102$ Other local taxes 22,027,515 22,049,228 26,733,811 4,684,583 Permits, fees and licenses 337,800 337,800 411,600 73,800 Fines and forfeitures 61,000 61,000 123,352 62,352 Revenue from use of money and property 867,809 932,286 715,091 (217,195) Charges for services 3,397,771 3,400,771 3,561,617 160,846 Other 223,000 274,000 382,382 108,382 Intergovernmental 13,347,921 13,466,353 13,483,370 17,017 Total revenues 80,868,416 81,127,038 88,652,925 7,525,887 EXPENDITURES Current: General government 7,139,561 7,686,312 6,844,143 842,169 Judicial administration 2,467,158 2,522,175 2,458,099 64,076 Public safety 18,376,147 19,082,394 17,737,298 1,345,096 Public works 10,579,981 11,611,512 9,044,426 2,567,086 Health and welfare 5,177,833 5,454,986 5,253,983 201,003 Education 20,897,899 21,333,674 21,333,674 - Parks, recreation and cultural 6,271,065 6,606,962 5,967,259 639,703 Community development 2,715,986 2,894,023 2,776,253 117,770 Non-departmental 3,840,370 2,865,295 2,168,819 696,476 Debt service: Principal retirement - - 26,292 (26,292) Interest - - 3,264 (3,264) Total expenditures 77,466,000 80,057,333 73,613,510 6,443,823 Excess of revenues over expenditures 3,402,416 1,069,705 15,039,415 13,969,710 OTHER FINANCING SOURCES (USES) Proceeds from sale of capital assets - - 155,902 155,902 Inception of leases - - 63,096 63,096 Insurance recoveries - 75,913 75,910 (3) Transfers in 3,341,000 3,341,000 3,336,762 (4,238) Transfers out (6,743,416) (8,323,266) (8,209,598) 113,668 Total other financing uses, net (3,402,416) (4,906,353) (4,577,928) 328,425 Net change in fund balances -$ (3,836,648)$ 10,461,487$ 14,298,135$ Budgeted Amounts CITY OF SALEM, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL - GENERAL FUND YEAR ENDED JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 36 EXHIBIT 8 Nonmajor Internal Water and Proprietary Service Electric Sewage Funds Total Fund ASSETS Current assets: Cash and cash equivalents 29,938,648$ 22,278,282$ 810,043$ 53,026,973$ 3,081,630$ Receivables, net 5,554,129 1,894,488 38,543 7,487,160 41,319 Lease receivable - 124,165 - 124,165 - Due from other funds 420,000 - - 420,000 - Due from component unit 1,057,356 - 1,568 1,058,924 - Inventories 1,914,237 361,289 32,689 2,308,215 - Prepaid items 45,829 29,098 108,764 183,691 76,967 Total current assets 38,930,199 24,687,322 991,607 64,609,128 3,199,916 Noncurrent assets: Receivables, net 121,260 - - 121,260 - Due from component unit 4,105,789 - - 4,105,789 - Lease receivable - 243,494 - 243,494 - Capital assets: Nondepreciable 12,199,701 7,415,845 215,453 19,830,999 - Depreciable, net 30,182,098 49,611,245 2,844,583 82,637,926 - Intangible right-to-use, net - 5,615 - 5,615 - Total capital assets 42,381,799 57,032,705 3,060,036 102,474,540 - Total noncurrent assets 46,608,848 57,276,199 3,060,036 106,945,083 - Total assets 85,539,047 81,963,521 4,051,643 171,554,211 3,199,916 DEFERRED OUTFLOWS OF RESOURCES 1,223,814 999,095 386,978 2,609,887 41,258 LIABILITIES Current liabilities: Accounts payable and accrued liabilities 6,016,873 1,004,685 101,715 7,123,273 207,207 Accrued payroll and related liabilities 185,386 200,518 160,722 546,626 8,942 Accrued interest 78,516 91,646 - 170,162 - Self-insurance claims liability - - - - 453,351 Due to other funds - - 420,000 420,000 - Unearned revenues 15,483 - 727,684 743,167 42,229 Customer security deposits 1,033,824 - - 1,033,824 - Bonds payable 1,316,671 2,847,364 - 4,164,035 - Lease liability - 1,994 - 1,994 - Compensated absences 197,099 233,092 85,456 515,647 7,666 Total current liabilities 8,843,852 4,379,299 1,495,577 14,718,728 719,395 Noncurrent liabilities: Bonds payable 10,660,646 17,889,644 - 28,550,290 - Lease liability - 3,643 - 3,643 - Compensated absences 103,476 31,353 53,452 188,281 3,718 Net pension liability 1,994,381 2,136,791 1,153,576 5,284,748 189,166 Net OPEB liability 1,020,763 1,952,350 576,447 3,549,560 26,521 Total noncurrent liabilities 13,779,266 22,013,781 1,783,475 37,576,522 219,405 Total liabilities 22,623,118 26,393,080 3,279,052 52,295,250 938,800 DEFERRED INFLOWS OF RESOURCES 1,956,773 2,810,366 923,714 5,690,853 104,910 NET POSITION Net investment in capital assets 28,300,436 36,040,439 3,060,036 67,400,911 - Unrestricted (deficit)33,882,534 17,718,731 (2,824,181) 48,777,084 2,197,464 Total net position 62,182,970$ 53,759,170$ 235,855$ 116,177,995$ 2,197,464$ Enterprise Funds JUNE 30, 2022 PROPRIETARY FUNDS STATEMENT OF NET POSITION CITY OF SALEM, VIRGINIA The Notes to Financial Statements are an integral part of this statement. 37 EXHIBIT 9 Nonmajor Internal Water and Proprietary Service Electric Sewage Funds Total Fund OPERATING REVENUES Charges for services 39,756,594$ 14,127,943$ 3,236,760$ 57,121,297$ 6,063,588$ Connections and transfers 30,050 199,261 - 229,311 - Penalties 162,228 154,848 - 317,076 - Pole rentals 267,261 - - 267,261 - Commissions - - 21,691 21,691 - Other 116,542 209,745 1,304,406 1,630,693 246,404 Total operating revenues 40,332,675 14,691,797 4,562,857 59,587,329 6,309,992 OPERATING EXPENSES Salaries - 2,045,480 1,298,978 3,344,458 116,925 Fringe benefits - 681,912 344,573 1,026,485 39,510 Show expenses - - 1,789,429 1,789,429 - Maintenance - 754,797 194,633 949,430 11,812 Billing and collection 604,548 556,719 - 1,161,267 - Professional services 30,081 251,734 27,006 308,821 353,678 Insurance 26,388 61,827 28,878 117,093 - Purchased water - 25,345 - 25,345 - Purchased power 29,365,876 - - 29,365,876 - Distribution - operations 1,000,599 - - 1,000,599 - Distribution - maintenance 1,694,225 - - 1,694,225 - Administration 608,789 405,858 117,578 1,132,225 3,074 Travel and training 16,073 22,896 4,602 43,571 - Materials and supplies - 127,586 235,800 363,386 7,702 Expendable equipment and small tools 179,686 106,015 13,742 299,443 - Utilities - 419,487 304,096 723,583 4,996 Miscellaneous 211,916 12,511 2,990 227,417 2,003 Depreciation 1,447,755 2,343,251 283,680 4,074,686 - Amortization - 510 3,071 3,581 - Treatment of sewage - 1,804,078 - 1,804,078 - Commissions - - 174,261 174,261 - Claims - - - - 6,435,662 Total operating expenses 35,185,936 9,620,006 4,823,317 49,629,259 6,975,362 Operating income (loss)5,146,739 5,071,791 (260,460) 9,958,070 (665,370) NONOPERATING REVENUES (EXPENSES) Investment income 85,278 9,455 - 94,733 10,562 Interest expense (309,402) (247,923) (96) (557,421) - Bond issuance costs - (34,961) - (34,961) - Gain (loss) on disposal of capital assets (25,911) 40,107 - 14,196 - Net nonoperating revenues (expenses)(250,035) (233,322) (96) (483,453) 10,562 Income (loss) before contributions and transfers 4,896,704 4,838,469 (260,556) 9,474,617 (654,808) Capital contributions - 162,746 - 162,746 - Transfers in - - 1,709,168 1,709,168 - Transfers out (3,160,000) (176,762) - (3,336,762) - Change in net position 1,736,704 4,824,453 1,448,612 8,009,769 (654,808) Net position, beginning 60,446,266 48,934,717 (1,212,757) 108,168,226 2,852,272 Net position, ending 62,182,970$ 53,759,170$ 235,855$ 116,177,995$ 2,197,464$ Enterprise Funds YEAR ENDED JUNE 30, 2022 PROPRIETARY FUNDS STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION CITY OF SALEM, VIRGINIA The Notes to Financial Statements are an integral part of this statement. 38 EXHIBIT 10 Nonmajor Internal Water and Proprietary Service Electric Sewage Funds Total Fund OPERATING ACTIVITIES Receipts from customers 39,909,912$ 14,547,725$ 3,708,298$ 58,165,935$ 6,058,640$ Payments to suppliers (30,924,803) (4,561,777) (2,872,015) (38,358,595) (342,759) Payments to employees (2,704,574) (3,006,475) (1,704,731) (7,415,780) (159,555) Payments for claims - - - - (6,422,728) Other receipts 116,542 202,548 1,304,406 1,623,496 246,404 Net cash provided by (used in) operating activities 6,397,077 7,182,021 435,958 14,015,056 (619,998) NONCAPITAL FINANCING ACTIVITIES Interfund loan 1,435,000 - (1,435,000) - - Component unit loan 298,199 - - 298,199 - Transfers in - - 1,709,168 1,709,168 - Transfers out (3,160,000) (176,762) - (3,336,762) - Net cash provided by (used in) noncapital financing activities (1,426,801) (176,762) 274,168 (1,329,395) - CAPITAL AND RELATED FINANCING ACTIVITIES Proceeds from sale of capital assets - 40,107 - 40,107 - Purchases of capital assets (7,052,612) (2,764,130) (59,144) (9,875,886) - Proceeds from capital debt - 1,189,606 - 1,189,606 - Payment of bond issuance costs - (34,961) - (34,961) - Principal paid on capital debt (1,046,928) (2,553,806) (3,071) (3,603,805) - Interest paid on capital debt (503,677) (532,310) (96) (1,036,083) - Net cash provided by (used in) capital and related financing activities (8,603,217) (4,655,494) (62,311) (13,321,022) - INVESTING ACTIVITIES Interest received 85,278 9,455 - 94,733 10,562 Net cash provided by investing activities 85,278 9,455 - 94,733 10,562 Net increase (decrease) in cash and cash equivalents (3,547,663) 2,359,220 647,815 (540,628) (609,436) Cash and cash equivalents, beginning 33,486,311 19,919,062 162,228 53,567,601 3,691,066 Cash and cash equivalents, ending 29,938,648$ 22,278,282$ 810,043$ 53,026,973$ 3,081,630$ RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED BY (USED IN) OPERATING ACTIVITIES Operating income (loss)5,146,739$ 5,071,791$ (260,460)$ 9,958,070$ (665,370)$ Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities Depreciation and amortization 1,447,755 2,343,761 286,751 4,078,267 - Pension expense, net of employer contributions (133,540) (473,661) (58,441) (665,642) (5,338) OPEB expense, net of employer contributions (82,326) 172,664 (46,123) 44,215 (2,160) Decrease (increase) in assets: Receivables, net (308,988) 58,476 34,210 (216,302) 5,834 Inventories (140,380) (97,478) (6,628) (244,486) - Prepaid items (45,829) (5,492) (8,310) (59,631) (35,179) Increase (decrease) in liabilities: Accounts payable and accrued liabilities 453,113 90,046 35,938 579,097 40,506 Accrued payroll and related liabilities 34,009 22,624 51,788 108,421 852 Self-insurance claims liability - - - - 48,113 Unearned revenues (23,550) - 415,637 392,087 (10,782) Customer security deposits payable 26,317 - - 26,317 - Compensated absences 23,757 (710) (8,404) 14,643 3,526 Net cash provided by (used in) operating activities 6,397,077$ 7,182,021$ 435,958$ 14,015,056$ (619,998)$ Noncash investing, capital, and financing activities Capital assets financed with accounts payable 2,502,277$ 363,442$ -$ 2,865,719$ -$ Capital asset contributions received -$ 162,746$ -$ 162,746$ -$ Enterprise Funds YEAR ENDED JUNE 30, 2022 PROPRIETARY FUNDS STATEMENT OF CASH FLOWS CITY OF SALEM, VIRGINIA The Notes to Financial Statements are an integral part of this statement. 39 EXHIBIT 11 Custodial OPEB Funds Trust Fund ASSETS Cash and cash equivalents 2,307,126$ -$ Investments held by trustee, fair value of pooled funds - 9,433,717 Receivables, net 735 - Due from Commonwealth of Virginia 102,085 - Total assets 2,409,946 9,433,717 LIABILITIES Accounts payable and accrued liabilities 78,602 - Accrued payroll and related liabilities 88,075 - Due to City of Salem 9,710 - Unearned revenues 108,560 - Total liabilities 284,947 - NET POSITION Restricted for: Individuals, organizations, and other governments 2,124,999 - OPEB - 9,433,717 Total net position 2,124,999$ 9,433,717$ CITY OF SALEM, VIRGINIA STATEMENT OF FIDUCIARY NET POSITION FIDUCIARY FUNDS JUNE 30, 2022 The Notes to Financial Statements are an integral part of this statement. 40 EXHIBIT 12 Custodial OPEB Funds Trust Fund ADDITIONS Funds received for benefit of other organizations 2,266,899$ -$ Employer contributions - City - 1,888,352 Employer contributions - Custodial entities - 100,059 Investment income (loss) Decrease in fair value of investments - (947,851) Total additions 2,266,899 1,040,560 DEDUCTIONS Funds disbursed for benefit of other organizations 2,364,228 - Administrative - 11,334 Retirement benefits - City - 1,653,421 Retirement benefits - Custodial entities - 81,179 Total deductions 2,364,228 1,745,934 Change in fiduciary net position (97,329) (705,374) Net position, beginning 2,222,328 10,139,091 Net position, ending 2,124,999$ 9,433,717$ FIDUCIARY FUNDS YEAR ENDED JUNE 30, 2022 CITY OF SALEM, VIRGINIA STATEMENT OF CHANGES IN FIDUCIARY NET POSITION The Notes to Financial Statements are an integral part of this statement. 41 Economic School Development Division Authority Total ASSETS Cash and cash equivalents 18,308,180$ 391,181$ 18,699,361$ Receivables, net 51,230 5,176,250 5,227,480 Due from other governmental units 2,719,490 - 2,719,490 Net pension asset 1,444,155 - 1,444,155 Inventories 138,419 - 138,419 Prepaid items 420,882 - 420,882 Capital assets: Nondepreciable 30,584,463 - 30,584,463 Depreciable, net 37,169,735 - 37,169,735 Total assets 90,836,554 5,567,431 96,403,985 DEFERRED OUTFLOWS OF RESOURCES 9,066,342 - 9,066,342 LIABILITIES Accounts payable and accrued liabilities 2,642,083 438 2,642,521 Accrued payroll and related liabilities 5,075,745 - 5,075,745 Self-insurance claims liability 331,305 - 331,305 Due to primary government - 5,164,713 5,164,713 Unearned revenues 284,214 - 284,214 Long-term liabilities due in less than one year: Compensated absences 466,234 - 466,234 Long-term liabilities due in more than one year: Compensated absences 351,719 - 351,719 Net pension liability 21,062,060 - 21,062,060 Net OPEB liability 5,176,050 - 5,176,050 Total liabilities 35,389,410 5,165,151 40,554,561 DEFERRED INFLOWS OF RESOURCES 17,632,257 - 17,632,257 NET POSITION Net investment in capital assets 67,754,198 - 67,754,198 Restricted for: Net pension asset 1,444,155 - 1,444,155 Unrestricted (deficit) (22,317,124) 402,280 (21,914,844) Total net position 46,881,229$ 402,280$ 47,283,509$ EXHIBIT 13 CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF NET POSITION JUNE 30, 2022 COMPONENT UNITS The Notes to Financial Statements are an integral part of this statement. 42 Op e r a t i n g C a p i t a l Ec o n o m i c To t a l Ch a r g e s f o r G r a n t s a n d G r a n t s a n d Sc h o o l D e v e l o p m e n t Co m p o n e n t Fu n c t i o n s / P r o g r a m s E x p e n s e s S e r v i c e s C o n t r i b u t i o n s C o n t r i b u t i o n s Di v i s i o n A u t h o r i t y Un i t s Sc h o o l D i v i s i o n 5 2 , 3 7 9 , 5 3 8 $ 1 , 2 9 1 , 3 0 1 $ 1 7 , 3 5 1 , 0 9 7 $ 6 3 7 , 9 1 3 $ ( 3 3 , 0 9 9 , 2 2 7 ) $ - $ ( 3 3 , 0 9 9 , 2 2 7 ) $ Ec o n o m i c D e v e l o p m e n t A u t h o r i t y 7 1 , 7 4 2 - - - - ( 7 1 , 7 4 2 ) ( 7 1 , 7 4 2 ) To t a l c o m p o n e n t u n i t s 52 , 4 5 1 , 2 8 0 $ 1, 2 9 1 , 3 0 1 $ 17 , 3 5 1 , 0 9 7 $ 63 7 , 9 1 3 $ (3 3 , 0 9 9 , 2 2 7 ) (7 1 , 7 4 2 ) (3 3 , 1 7 0 , 9 6 9 ) Ge n e r a l r e v e n u e s : Un r e s t r i c t e d i n v e s t m e n t e a r n i n g s - 1 1 9 , 2 9 8 1 1 9 , 2 9 8 Pa y m e n t s f r o m C i t y o f S a l e m 2 6 , 6 1 1 , 3 0 8 5 6 , 0 1 0 2 6 , 6 6 7 , 3 1 8 Un r e s t r i c t e d s t a t e a i d 1 6 , 4 0 4 , 2 8 9 - 1 6 , 4 0 4 , 2 8 9 Ot h e r 8 7 1 , 8 5 9 - 8 7 1 , 8 5 9 To t a l g e n e r a l r e v e n u e s 4 3 , 8 8 7 , 4 5 6 1 7 5 , 3 0 8 4 4 , 0 6 2 , 7 6 4 Ch a n g e i n n e t p o s i t i o n 1 0 , 7 8 8 , 2 2 9 1 0 3 , 5 6 6 1 0 , 8 9 1 , 7 9 5 Ne t p o s i t i o n , b e g i n n i n g 36 , 0 9 3 , 0 0 0 2 9 8 , 7 1 4 3 6 , 3 9 1 , 7 1 4 Ne t p o s i t i o n , e n d i n g 46 , 8 8 1 , 2 2 9 $ 40 2 , 2 8 0 $ 47 , 2 8 3 , 5 0 9 $ Pr i m a r y G o v e r n m e n t EX H I B I T 1 4 CI T Y O F S A L E M , V I R G I N I A CO M B I N I N G S T A T E M E N T O F A C T I V I T I E S YE A R E N D E D J U N E 3 0 , 2 0 2 2 Pr o g r a m R e v e n u e s CO M P O N E N T U N I T S Ne t ( E x p e n s e ) R e v e n u e a n d C h a n g e s i n N e t P o s i t i o n Th e N o t e s t o F i n a n c i a l S t a t e m e n t s a r e a n i n t e g r a l p a r t o f t h i s s t a t e m e n t . 43 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies The Financial Reporting Entity The Town of Salem was established by act of the Virginia General Assembly in 1806. The City of Salem, Virginia (City) was established by act of the Virginia General Assembly in 1968. It is a political subdivision of the Commonwealth of Virginia, operating under the council-manager form of government. The City Council is elected by the voters and is comprised of five members, who elect two of their members Mayor and Vice-Mayor for a two-year term. The City is not part of a county and has taxing powers subject to statewide restrictions and tax limits. The City is the Primary Government of the reporting entity. The City provides a full range of services including general government administration, judicial administration, public safety, public works, health and welfare, parks and recreation, community development activities and support for education. The City also owns and operates an electric distribution system, water and sewage facilities and a civic center. Discretely Presented Component Units The City of Salem discretely presents two component units: the City of Salem School Division and the Economic Development Authority of the City of Salem. The City of Salem School Division (School Division) is a legally separate entity which operates four elementary schools, a middle school and a high school. School Board members are appointed by City Council. City Council also provides fiscal guidance because it levies taxes for the School Division’s operations and issues debt for its capital projects. Based on these facts, the City reports the School Division as a discretely presented component unit. Separately issued financial statements may be obtained by contacting the City of Salem Schools, Director of Business, 510 South College Avenue, Salem, Virginia 24153. During the current year, the City provided $20,897,899 of operating support and $435,775 of capital support to the School Division and made debt service payments of $2,659,770 on behalf of the School Division. Education expenses included amounts related to school buildings also. The Economic Development Authority of the City of Salem (Economic Development Authority) is a legally separate entity, which operates under the direction of City Council. The City provides financial resources to the Economic Development Authority, which it then uses for economic development incentives for local businesses and other operating costs. Based on these facts, the City reports the Economic Development Authority as a discretely presented component unit. During the current year, the City provided $56,010 in operating support to the Economic Development Authority. Separate financial statements are not issued for the Economic Development Authority. Government-wide Financial Statements The government-wide financial statements report information on all nonfiduciary activities of the Primary Government and its component unit. Governmental activities, which are normally 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. Likewise, the Primary Government is reported separately from the legally separate component units for which the Primary Government is financially accountable. The Statement of Net Position presents both governmental and business-type activities on the accrual basis of accounting, which incorporates long-term assets and receivables, as well as long-term debt and obligations. 44 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Government-wide Financial Statements (Continued) The Statement of Activities demonstrates the degree to which the direct expenses of a given function are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function. Program revenues include 1) charges to customers or applicants for goods, services or privileges provided, 2) operating grants and contributions and 3) capital grants and contributions, including special assessments that are clearly identifiable with a specific function. Taxes, internally dedicated resources and other items not reported among program revenues are reported instead as general revenues. Fund Financial Statements These statements are organized based on funds, each of which is considered a separate accounting entity. The emphasis is on major governmental and proprietary funds. The operation of each fund is accounted for by providing a separate set of self-balancing accounts that comprise its assets, deferred outflows of resources, liabilities, deferred inflows of resources, fund balances/net position, revenues and expenditures/expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped in the basic financial statements into three broad fund categories as follows: Governmental Funds account for expendable financial resources, other than proprietary fund types. The City reports the following major governmental funds:  The General Fund is the government’s primary operating fund and accounts for all financial resources of the general government, except those required to be accounted for in another fund.  The Special Revenue Fund accounts for resources received from revenue sources that are restricted or committed to expenditure for specific purposes other than debt service or capital projects. The revenue source for this fund is federal Coronavirus Local Fiscal Recovery Funds received under the American Rescue Plan Act, which was signed into law on March 11, 2021.  The Debt Service Fund accounts for the accumulation of resources and payments made for principal and interest on long-term general obligation debt not being financed by the proprietary funds.  The Capital Projects Fund accounts for resources to be used for the acquisition or construction of major capital facilities not being financed by the proprietary funds. Proprietary Funds account for operations that are financed and operated in a manner similar to private business enterprises. Enterprise Funds account for the financing of services to the general public where all or most of the operating expenses involved are recovered in the form of charges to users of such services. The City reports the following major enterprise funds:  The Electric Fund accounts for the activities of the electric distribution operations.  The Water and Sewage Fund accounts for the activities of the water and sewage operations. Internal Service Funds account for the financing of goods or services provided solely to other departments within the City government on a cost-reimbursement basis. The City reports the following internal service fund:  The Health Insurance Fund accounts for funding, claims, and operating costs of the City’s self- insurance program and the employee health clinic. This fund is included in governmental activities for government-wide reporting purposes. 45 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Fund Financial Statements (Continued) Fiduciary Funds account for assets held by the City in a trustee or custodial capacity for individuals, other governmental units or other funds. The City reports the following fiduciary funds:  The OPEB Trust Fund accounts for the receipt and disbursement of assets held in trust for the other postemployment benefit (OPEB) plan of the City.  The Custodial Funds account for monies held in a custodial capacity on behalf of the Cardinal Criminal Justice Academy and the Court-Community Corrections Program. Since these assets are being held for the benefit of a third party and cannot be used to address activities or obligations of the City, these funds are not incorporated into the government-wide financial statements. Measurement Focus and Basis of Accounting Government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recognized when earned and expenses are recognized when a liability is incurred, regardless of the timing of related cash flows. Generally, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are charges between the government’s proprietary funds and various other functions of the government. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized when they become susceptible to accrual; that is, when they become both measurable and available to finance expenditures of the current period. General fund tax revenues are considered measurable when they have been levied and available if collected within 60 days of year-end. Interest revenues are considered measurable and available if collected within 60 days of year-end. Grant revenues are considered measurable when the legal and contractual requirements have been met and available if collected within one year of the end of the current fiscal period. All other revenue items are considered measurable and available when cash is received by the City. Expenditures are recorded when a liability is incurred, as under accrual accounting. However, long-term debt service, compensated absences, pension, and other postemployment benefit expenditures, as well as expenditures related to claims and judgments are recorded only when payment is due. General capital asset acquisitions, including entering into contracts giving the government right-to-use lease assets, are reported as expenditures. Proceeds of long-term debt, financing through leases, and insurance recoveries are reported as other financing sources. As a result of the different measurement focus and basis of accounting used in preparing the government-wide statements versus the governmental funds’ financial statements, a reconciliation between the government-wide and fund financial statements is necessary. The reconciliations are presented following the governmental funds’ financial statements. Proprietary fund financial statements are reported using the economic financial resources measurement focus and the accrual basis of accounting. These statements distinguish operating from nonoperating revenues and expenses. Operating revenues and expenses generally result from providing goods and services in connection with a fund’s principal ongoing operations. Operating revenues include charges to customers for sales and services. Operating expenses include the cost of sales and 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 City’s policy to use restricted resources first, then unrestricted resources, as they are needed. 46 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Measurement Focus and Basis of Accounting (Continued) Fiduciary Fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. In custodial funds, a liability is recognized when an event occurs that compels the City to disburse fiduciary resources. Budgets and Budgetary Accounting The City’s budget is presented and adopted in accordance with accounting principles generally accepted in the United States of America (GAAP). The following procedures are used by the City in establishing the budgetary data reflected in the financial statements: Annual Budget Adoption – Thirty days prior to the last council meeting in May, the City Manager submits to City Council a proposed operating and capital budget for the fiscal year commencing July 1. This budget includes proposed expenditures and the means of financing them. A public hearing is conducted to obtain citizen comments. Prior to June 30, the budgets are legally adopted through passage of an appropriation ordinance by City Council. Projects/Grants – The Capital Projects Fund utilizes a project length budget, and the Special Revenue Fund utilizes a grant length budget. These budgets are not legally enacted on an annual basis; therefore, budgetary comparison statements are not presented. Amendment – The City Manager is authorized to transfer amounts within and between departments and categories within the same fund. City Council must approve budget amendments between funds and any budget amendments increasing or decreasing appropriations. During the year, City Council approved $4,171,183 of additional appropriations primarily for grants, capital outlay, unforeseen operating expenditures and the reappropriation of fund balances for encumbrances. Integration – Formal budgetary integration is employed as a management control device for the General Fund. Formal budgetary integration is not employed for the Debt Service Fund because effective budgetary control is alternatively achieved through budgeted transfers from the General Fund to the Debt Service Fund for debt payments. Legal Compliance – Legal budgetary control is maintained at the fund level. Department heads may use discretion to transfer from one category to another within departments under their control within the same fund as long as the total for the departments under their control does not change. The City Manager may authorize a transfer of any unencumbered balance or portion thereof from one department to another within a fund. All other transfers require approval of City Council. Actual expenditures and operating transfers out may not legally exceed budget appropriations at the fund level. All appropriations lapse on June 30 except for in the Capital Projects Fund and Special Revenue Fund, which carry unexpended balances through a project’s life or the end of the grant period. Encumbrances Encumbrance accounting, under which purchase orders, contracts and other commitments are recorded in order to reserve the applicable appropriation, is employed as an extension of formal budgetary integration in the General Fund, Special Revenue Fund, and Capital Projects Fund. Encumbrances outstanding at year-end are reported as part of the restricted, committed, or assigned fund balances since they do not constitute expenditures or liabilities. These encumbrances are subject to reappropriation by City Council in the subsequent fiscal year. Significant encumbrances as of June 30, 2022, total $1,269,253 in the General Fund and $1,184,336 in the Capital Projects Fund. Deposits and Investments For purposes of the Statement of Cash Flows, cash and cash equivalents are defined as short-term, highly liquid investments that are both readily convertible to known amounts of cash and investments with maturities of 90 days or less. Cash includes unrestricted and restricted, if any, cash and cash equivalents. Investments are recorded at fair value. 47 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Allowance for Uncollectible Accounts The City calculates its allowance for uncollectible accounts using historical collection data and specific account analysis. Property Taxes The City levies real estate taxes on all real estate within its boundaries, except that exempted by statute, each year as of July 1 based on 100% of estimated fair market value of the property. The City reassesses all property annually. Real estate taxes are due in equal semiannual payments on December 5 and June 5 and are considered delinquent after each due date. Real estate taxes become a lien on real property the first day of the levy year. The tax rate for 2022 was $1.20 per $100 of assessed value. The City levies personal property taxes on motor vehicles and business and other tangible personal property each year as of January 1. Personal property taxes are due the following May 31 and are considered delinquent after the due date. Personal property taxes do not create a lien on property; however, a penalty of 10% of delinquent personal property tax or $10, whichever is greater, is due for late payment. Interest on delinquent taxes is accrued monthly at a rate of 0.83%, or 10% annually. Personal property transactions during the year are taxed on a prorated basis. The tax rate for personal property for 2022 was $3.40 per $100 of assessed value. The tax rate for machinery and tools for 2022 was $3.20 per $100 of assessed value. Interfund Balances Outstanding balances between funds are reported as due to/from other funds. Any residual balances outstanding between the governmental and business-type activities are reported in the government- wide statements as internal balances. Outstanding balances between the City and its component units are reported as due to/from component unit or due to/from Primary Government. Flows of cash or goods between funds without a requirement of repayment are reported as interfund transfers. Interfund transfers are reported as other financing sources/uses in governmental funds and after nonoperating revenues/expenses in proprietary funds. Inventory Governmental fund inventories consist of street and building materials and general supplies held for consumption. Inventories are valued at cost using the first-in, first-out (FIFO) method. The cost of materials and supplies is recorded as an expenditure at the time inventory is withdrawn for use. Enterprise fund inventories consist primarily of spare parts held for consumption. Electric fund inventories are valued at cost using the average cost method. All other enterprise fund inventories are valued at cost using the FIFO method. The cost of spare parts is recorded as an expense at the time inventory is withdrawn for use. Prepaid Items Governmental fund prepaid items consist primarily of software maintenance and support for a subsequent period. The payments are recorded as expenditures in the fiscal year related to the agreement period. Proprietary fund prepaid items consist primarily of fees for civic and community events held after year- end. The costs of these events are expensed in the subsequent fiscal year to obtain a proper matching of revenues and expenses. 48 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Leases City as Lessee – The City recognizes a lease liability and an intangible right-to-use lease asset (lease asset) in the applicable governmental or business-type activities column in the government-wide financial statements. Proprietary fund lease liabilities and intangible right-to-use lease assets are reported in the applicable fund financial statements. The City recognizes lease liabilities with an initial value of $5,000 or more, individually or in aggregate. At the commencement of a lease, the City initially measures the lease liability at the present value of payments expected to be made during the lease term. Subsequently, the lease liability is reduced by the principal portion of lease payments made. The lease asset is measured initially as the amount of the lease liability, adjusted for lease payments made at or before the lease commencement date, plus certain initial direct costs. Subsequently, the lease asset is amortized on a straight-line basis over the shorter of the lease term or the useful life of the underlying asset, but if the lease contains a purchase option the City is reasonably certain to exercise, the lease asset is amortized over the useful life of the underlying asset. If the underlying asset is nondepreciable, the lease asset is not amortized. Key estimates and judgments related to leases include how the City determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments.  The City uses the interest rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the City generally uses its estimated incremental borrowing rate as the discount rate for equipment leases and prime for building and infrastructure leases.  The lease term includes the noncancellable period of the lease. Lease payments included in the measurement of the lease liability are composed of fixed payments and any purchase option price that the City is reasonably certain to exercise. The City monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Lease assets are reported with other capital assets and lease liabilities are reported with long-term debt on the statement of net position. City as Lessor – The City recognizes a lease receivable and a deferred inflow of resources in the government-wide, governmental fund, and proprietary fund financial statements. At the commencement of a lease, the City initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is measured initially as the amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflow of resources is recognized as revenue over the life of the lease term. Key estimates and judgments include how the City determines (1) the discount rate it uses to discount the expected lease receipts to present value, (2) lease term, and (3) lease receipts.  The City uses its estimated incremental borrowing rate as the discount rate for equipment leases and prime for building and infrastructure leases.  The lease term includes the noncancellable period of the lease. Lease receipts included in the measurement of the lease receivable are composed of fixed payments from the lessee. The City monitors changes in circumstances that would require a remeasurement of its lease, and will remeasure the lease receivable and deferred inflows of resources if certain changes occur that are expected to significantly affect the amount of the lease receivable. 49 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Capital Assets Capital assets, which include property, plant and equipment, infrastructure, and right-to-use lease assets, are reported in the applicable governmental or business-type activities column in the government-wide financial statements. Proprietary fund capital assets are reported in the applicable fund financial statements. Nondepreciable and depreciable capital assets are defined by the City as assets with initial individual costs in excess of $0 for land, $5,000 for machinery and equipment or $10,000 for buildings, plant and infrastructure, and estimated useful lives in excess of five years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value on the date of donation. The leases section of this note provides additional information about right-to-use lease assets. The City includes the costs of other intangible assets with definite lives in the appropriate asset classes. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the life of the asset are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are completed. Depreciable capital assets are depreciated using the straight-line method over the following estimated useful lives: Machinery, furniture and equipment 5-25 years Buildings and improvements 10-50 years Distribution and transmission systems 35 years Utility plant 35 years Sewage treatment contract 40 years Public domain infrastructure 25-50 years Right-to-use lease assets are amortized as described in the leases section of this note. Other amortizable capital assets are amortized using the straight-line method over the estimated useful lives of the underlying assets. Depreciation expense and amortization expense are identified with functions, whenever possible, and included as direct expenses. Upon the sale or retirement of a capital asset, the cost and related accumulated depreciation or accumulated amortization, if applicable, are eliminated from the respective accounts and any resulting gain or loss is included in the results of operations. According to the Code of Virginia, when a local government incurs a financial obligation payable over more than one fiscal year to fund an acquisition, construction or improvement of public school property, the local government acquires title to the school property as a tenant in common with the local school board for the term of the financial obligation. For financial reporting purposes, the local government may report the school property and related financial obligation. In these cases, at the time the financial obligation is paid in full, the net value of the school property is transferred to the local school board and reflected as program revenue and expense in the government-wide financial statements for the local school board and the local government, respectively. In the City’s case, the City reports this debt in its Statement of Net Position while the School Division reports the capital asset on its Statement of Net Position. Deferred Outflows/Inflows of Resources In addition to assets, the statements that present net position report a separate section for deferred outflows of resources. These items represent a consumption of net assets that applies to future periods and will not be recognized as an outflow of resources (expense) until then. In addition to liabilities, the statements that present net position report a separate section for deferred inflows of resources. These items represent an acquisition of net assets that applies to future periods and will not be recognized as an inflow of resources (revenue) until that time. 50 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Surety Bond Payable Deposits may be received in lieu of bond insurance or letters of credit for a performance bond. The amount is included in restricted cash and accounts payable and accrued liabilities since the funds will be returned upon successful completion of the performance bond. Unearned Revenues Unearned revenues arise when assets are recognized before revenue recognition criteria can be satisfied. Grants and entitlements received before the eligibility requirements are met have been recorded as unearned revenue. Unearned revenues consist primarily of unspent Coronavirus Local Fiscal Recovery Funds received under the American Rescue Plan Act, retiree health insurance premiums billed in advance, event deposits and rentals. Long-Term Obligations In the government-wide and proprietary fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary funds’ Statement of Net Position. Bonds payable are reported net of the applicable bond premiums and discounts. Gains or losses on bond refundings are reported as deferred outflows or inflows, respectively. Bond premiums and discounts are deferred and amortized over the life of the bonds using the straight-line method. Deferred amounts on refunding are deferred and amortized as a component of interest expense over the remaining life of the old debt or the life of the new debt, whichever is shorter. In the fund financial statements, governmental funds recognize bond premiums and discounts, as well as bond issuance costs, during the period incurred. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources, while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Compensated Absences The City and the School Division have policies to allow the accumulation and vesting of limited amounts of paid leave and extended illness leave until termination or retirement. Amounts of such absences are accrued when incurred in the government-wide, proprietary and fiduciary fund financial statements. An expenditure and liability for these amounts is reported in governmental funds when the amounts are due for payment. Pensions The Virginia Retirement System (VRS) Retirement Plan is a multi-employer, agent plan. The VRS Teacher Retirement Plan is a multiple-employer, cost-sharing plan. For purposes of measuring the net pension liabilities, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net positions of the plans and the additions to/deductions from the plans’ fiduciary net positions have been determined on the same basis as they were reported by VRS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Other Postemployment Benefits – Retiree Health Plan In connection with the City’s funding of other postemployment benefits (OPEB) obligations, the City participates in the Virginia Pooled OPEB Trust (OPEB Trust Fund). The City's policy is to fully fund actuarially determined OPEB costs, which include both normal costs and amortization of unfunded accrued liability. The OPEB Trust Fund assets and investments are recorded at fair value. The OPEB Trust Fund’s Board of Trustees establishes investment objectives and risk tolerance and asset allocation policies based on the investment policy, market and economic conditions and generally prevailing prudent investment practices. 51 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit The VRS Group Life Insurance Program and VRS Teacher Employee Health Insurance Credit Program are multiple-employer, cost-sharing plans. The VRS Political Subdivision Health Insurance Credit Program is a multiple-employer, agent defined benefit plan. The VRS Group Life Insurance Program was established pursuant to §51.1-500 et seq. of the Code of Virginia, as amended, which provides the authority under which benefit terms are established or may be amended. The VRS Political Subdivision Health Insurance Credit Program and VRS Teacher Employee Health Insurance Credit Program were established pursuant to §51.1-1400 et seq. of the Code of Virginia, as amended, which provides the authority under which benefit terms are established or may be amended. The VRS Group Life Insurance Program is a defined benefit plan that provides a basic group life insurance benefit for employees of participating employers. The VRS Political Subdivision Health Insurance Credit Program and VRS Teacher Employee Health Insurance Program are defined benefit plans that provide credits toward the cost of health insurance coverage for retired political subdivision employees of participating employers and retired teachers. For purposes of measuring the net OPEB liability, deferred outflows of resources and deferred inflows of resources, and OPEB expense related to each plan, information about the fiduciary net position and the additions to/deductions from fiduciary net position for each plan have been determined on the same basis as they were reported by VRS. In addition, benefit payments are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Net Position Net position represents the difference between assets and deferred outflows of resources and liabilities and deferred inflows of resources. Net position is divided into three components:  Net investment in capital assets – consists of the historical cost of capital assets less accumulated depreciation and less any debt that remains outstanding which was used to finance those assets.  Restricted – consists of assets where there are limitations imposed on their use through the enabling legislation adopted by the City or through external restrictions imposed by creditors, grantors, laws or regulations of other governments.  Unrestricted – all other net position is reported in this category. Net investment in capital assets for governmental activities excludes $36,546,364 of School Division debt, $1,336,776 of Civic Center debt, and $385,416 of Roanoke Valley Resource Authority (RVRA) debt reported by the City because the related assets are reported by the School Division, Civic Center, and RVRA, respectively. Noncapital debt of $1,011,192, $7,302 and $177,643 is also excluded from the net investment in capital assets for governmental activities, the Electric Fund, and the Water and Sewage Fund, respectively. The Catering and Concessions Fund, a Non-Major Proprietary Fund, has a deficit of $783,347 in total net position as of June 30, 2022, because sales revenue has not covered operating expenses in that fund. Fund Balances Fund balance is divided into five classifications based primarily on the extent to which the City is bound to observe constraints imposed upon the use of the resources in the governmental funds. The classifications are as follows:  Nonspendable – Amounts that cannot be spent because they are not in spendable form, or legally or contractually required to be maintained intact. The “not in spendable form” criterion includes items that are not expected to be converted to cash. It also includes the long-term amount of interfund loans. 52 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 1. Summary of Significant Accounting Policies (Continued) Fund Balances (Continued)  Restricted – Amounts constrained to specific purposes by their providers (such as grantors, bondholders, and higher levels of government), through constitutional provisions, or by enabling legislation.  Committed – Amounts constrained to specific purposes by the City, using its highest level of decision making authority; to be reported as committed, amounts cannot be used for any other purposes unless the same highest level of action is taken to remove or change the constraint.  Assigned – Amounts the City intends to use for a specified purpose; intent can be expressed by the governing body (City Council) or by an official or body to which the governing body designates the authority.  Unassigned – Amounts that are available for any purpose; positive amounts are reported only in the General Fund. City Council establishes (and modifies or rescinds) fund balance commitments by passage of an ordinance. This is typically done through amendment of the budget. Assigned fund balance is established by City Council as amounts intended for a specific purpose (such as the purchase of capital assets, construction, debt service, or for other purposes). City Council has also delegated to the City Manager and Director of Finance the authority to assign fund balance; however, before the assigned funds can be spent, such amounts, excluding appropriations related to encumbrances that are carried forward to the subsequent fiscal year, must be appropriated by City Council. Restricted Amounts The City applies restricted resources first when expenditures are incurred for purposes for which either restricted or unrestricted (committed, assigned, and unassigned) amounts are available. Similarly, within unrestricted fund balance, committed amounts are reduced first followed by assigned, and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of the unrestricted fund balance classifications could be used. Minimum Fund Balance The City’s fund balance policy establishes a minimum acceptable level of unassigned fund balance in the General Fund equal to ten percent of the sum of the General Fund, Debt Service Fund, and School Division operating expenditures net of the General Fund transfer to the School Division. For the purposes of this calculation, the operating expenditures are the budget as originally adopted for the current fiscal year. Other governmental funds of the City do not have specified fund balance targets. Recommended levels of committed and/or assigned fund balance will be determined on a case by case basis, based on the needs of each fund and as recommended by officials and approved by the City Council. Reclassifications Certain amounts in the prior-year comparison information have been reclassified for comparative purposes to conform with the presentation in the current-year financial statements. Estimates Management uses estimates and assumptions in preparing its financial statements. Those estimates and assumptions affect the reported amounts of assets and deferred outflows of resources, liabilities and deferred inflows of resources, the disclosure of contingent liabilities, and reported revenues, expenditures and expenses. Actual results could differ from those estimates. 53 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 2. Deposits and Investments The City maintains a concentration bank account used by all nonfiduciary funds, including the School Division. Each fund’s portion of this account is presented in the basic financial statements as cash and cash equivalents. Restricted cash and cash equivalents consist of unspent bond proceeds in the City Capital Projects Fund. Deposits Deposits with banks are covered by the Federal Deposit Insurance Corporation (FDIC) and collateralized in accordance with the Virginia Security for Public Deposits Act (the “Act”) Section 2.2- 4400 et. seq. of the Code of Virginia. Under the Act, banks and savings institutions holding public deposits in excess of the amount insured by the FDIC must pledge collateral to the Commonwealth of Virginia Treasury Board. Financial institutions may choose between two collateralization methodologies and depending upon that choice, will pledge collateral that ranges in the amounts from 50% to 130% of excess deposits. Accordingly, all deposits are considered fully collateralized. Investments Statutes authorize local governments and other public bodies to invest in obligations of the United States or agencies thereof, obligations of the Commonwealth of Virginia or political subdivisions thereof, obligations of the International Bank for Reconstruction and Development, the Asian Development Bank, the African Development Bank, prime quality commercial paper and certain corporate notes, bankers’ acceptances, repurchase agreements, the State Non-Arbitrage Program (SNAP), and the Local Government Investment Pool (LGIP). Pursuant to Sec. 2.1-234.7 of the Code of Virginia, the Treasury Board of the Commonwealth sponsors the LGIP and has delegated certain functions to the State Treasurer. The LGIP reports to the Treasury Board at their regularly scheduled monthly meetings and the carrying value of the position in LGIP is the same as the value of the pool shares (i.e., the LGIP maintains a stable net asset value of $1 per share) in accordance with GASB Statement No. 79. All deposits and investments are reflected in the statements as follows: Primary Component Government Units Total Cash and cash equivalents 133,983,449$ 18,699,361$ 152,682,810$ Cash and cash equivalents, restricted 19,282,547 - 19,282,547 153,265,996$ 18,699,361$ 171,965,357$ As of June 30, 2022, the City’s deposits and investments consisted of the following: Investment Type Fair Value S&P Credit Rating Primary Government Demand & time deposits 133,072,883$ unrated Cash on hand 7,985 unrated Local Government Investment Pool (LGIP)16,922 AAAm Local Government Investment Pool (LGIP) EM 885,659 AAAf/S1+ VA State Non-Arbitrage Program (SNAP) 19,282,547 AAAm Total primary government 153,265,996 54 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 2. Deposits and Investments (Continued) Investments (Continued) Investment Type Fair Value S&P Credit Rating Component Units Demand & time deposits 18,698,846 unrated Cash on hand 515 unrated Total component units 18,699,361 Grand Total 171,965,357$ The City’s investments are subject to credit risk, concentration of credit risk, interest rate risk, and custodial risk as described below. Credit Risk Credit risk is the risk that an issuer or counterparty to an investment will not fulfill its obligations. The City’s investment policy states that the City shall invest only in securities allowed under the Code of Virginia, Virginia Security of Public Deposits Act, Section 2.2-4400 through 2.2-4411 and the Code of Virginia, Investment of Public Funds Act, Section 2.2-4500 through 2.2-4518. Concentration of Credit Risk Concentration of credit risk is the risk of loss attributable to the magnitude of a government’s investment in a single issuer. The City endeavors to diversify its investment portfolio to avoid incurring unreasonable risks regarding an individual financial institution or issuing entity. Target asset allocation strategies are developed by the Director of Finance to provide guidance as to appropriate levels of diversification. The City’s investment policy states that, with the exception of U.S. Treasury securities and authorized pools/funds, no more than 50% of the City’s total investment may be the obligation of a single financial institution. Interest Rate Risk Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. The City endeavors to diversify its investment portfolio to avoid incurring unreasonable risks regarding maturity. To the extent possible, the City attempts to match its investments with anticipated cash flow requirements. The City’s investment policy states that unless matched to a specific cash flow, the City will not directly invest in securities maturing more than one year from the date of purchase. Custodial Credit Risk Custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, a government will not be able to recover deposits or will not be able to recover collateral securities that are in the possession of an outside party. Custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of investments or collateral securities that are in the possession of an outside party. The City’s investment policy requires that all securities purchased for the City be secured through third- party custody and safekeeping procedures. Ownership shall be protected through third-party custodial safekeeping. The securities must be in the City’s name or in the custodian’s nominee name and identifiable on the custodian’s books as belonging to the City. Further, the custodian must be a third party, not a counterparty (buyer, issuer, or seller) to the transaction. This requirement does not apply to excess checking account funds invested overnight in a bank “sweep” agreement or similar vehicle authorized under the City’s investment policy. 55 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 3. Receivables Receivables, Net Receivables other than lease receivables are aggregated into a single receivables line net of allowances for uncollectible accounts. Details of receivables other than lease receivables are as follows: Governmental Activities Electric Water and Sewage Nonmajor Proprietary Component Units Tax receivables 2,174,325$ -$ -$-$ -$ Account receivables 41,319 5,780,593 1,930,146 42,791 - Other receivables 1,995,388 - - - 5,227,480 Gross receivables 4,211,032 5,780,593 1,930,146 42,791 5,227,480 Allowance for uncollectibles (466,881) (105,204) (35,658) (4,248) - Receivables, net 3,744,151$ 5,675,389$ 1,894,488$ 38,543$ 5,227,480$ Business-type Activities Lease Receivables In fiscal year 2022, the City implemented the guidance in GASB No. 87, Leases, for accounting and reporting of leases that had previously been reported as operating and capital leases. The City, as a lessor, has entered into lease agreements involving a City-owned baseball facility, City- owned office space, and space on certain City-owned water tanks and property. The total amount of inflows of resources, including lease revenue, interest revenue, and other lease-related inflows, recognized during the fiscal year was $301,068. This total includes $2,495 of variable and other payments not previously included in the measurement of the lease receivable. 4.Interfund Balances and Transfers The composition of the interfund balances is as follows: Nonmajor Enterprise Due to (fund) Electric 420,000$ Due from (fund) The amount due to the Electric Fund from the Nonmajor Enterprise Funds is a short-term loan to fund operations in the Catering and Concessions Fund. The composition of the interfund transfers is as follows: General Electric Water and Sewage Total General -$3,160,000$ 176,762$ 3,336,762$ Debt Service 4,670,580 - - 4,670,580 Capital Projects 1,829,850 - - 1,829,850 Nonmajor Enterprise 1,709,168 - - 1,709,168 Total 8,209,598$ 3,160,000$ 176,762$ 11,546,360$ Transfer out (fund) T r a n s f e r i n ( f u n d ) 56 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 4. Interfund Balances and Transfers (Continued) Transfers to the General Fund are payments in lieu of taxes. Transfers to the Debt Service Fund include principal and interest payments for general government and school debt. Transfers to the Capital Projects Fund include funding for current projects. Transfers to Nonmajor Enterprise Funds include funding assistance for operating expenses and building improvements. 5. Due from/to Primary Government and Component Unit The amount due from a component unit to business-type activities is a loan from the Electric Fund to the Economic Development Authority. The Economic Development Authority used these funds to provide loans to four developers for rehabilitation projects within the City. In addition, a portion of the balance is due to the Catering and Concessions Fund for services provided in June 2022. The balance outstanding as of June 30, 2022, was $5,164,713. The loan is being repaid as follows:  $801,807 at the end of four years maturing January 31, 2021, with interest accrued at 4% annually. On December 10, 2020, the Economic Development Authority approved an extension of the loan to January 31, 2022, with an additional year of accrued interest. On November 16, 2021, the Economic Development Authority approved an additional extension of the loan to January 31, 2023, with an additional year of accrued interest. As part of the latest extension, interest as of January 31, 2022, was paid in full as of that date.  $2,204,429 over twenty years maturing February 1, 2039, with an interest rate of 3.79%.  $1,679,471 over twenty years maturing July 22, 2040, with an interest rate of 3.72%.  $477,438 over five years maturing September 24, 2025, with an interest rate of 4.25%.  $1,568 to the Catering Fund for services provided in June 2022. 6. Due from Other Governmental Units Amounts due from other governmental units are as follows: Governmental Component Activities Units Commonwealth of Virginia Personal property tax relief 2,588,707$ -$ Local sales tax 1,482,402 - Sales tax - 856,023 Children's Services Act 689,034 - Capital projects funding 171,031 - Communications tax 122,154 - Compensation Board reimbursement 121,024 Other 276,492 108,573 Federal government School funds - 1,754,894 Lease payment from General Services Administration 10,911 - Other 11,183 - Roanoke Valley Resource Authority 385,416 - 5,858,354$ 2,719,490$ 57 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 7. Capital Assets Capital asset activity for the year for the primary government is as follows: Beginning Balance* Transfers and Additions Transfers and Retirements Ending Balance Governmental Activities Capital assets, nondepreciable Land 6,532,626$ 30,500$ (202,562)$ 6,360,564$ Construction in progress 1,874,278 2,645,744 (1,075,457) 3,444,565 Capital assets, nondepreciable 8,406,904 2,676,244 (1,278,019) 9,805,129 Capital assets, depreciable Machinery and equipment 28,265,529 2,527,753 (1,341,465) 29,451,817 Buildings and improvements 41,339,950 171,256 - 41,511,206 Leasehold improvements 42,806 - - 42,806 Public domain infrastructure 115,785,120 2,145,716 (166,580) 117,764,256 Capital assets, depreciable 185,433,405 4,844,725 (1,508,045) 188,770,085 Accumulated depreciation Machinery and equipment (18,033,780) (1,653,310) 1,241,343 (18,445,747) Buildings and improvements (20,892,570) (1,051,925) - (21,944,495) Leasehold improvements (14,744) (2,854) - (17,598) Public domain infrastructure (57,032,823) (2,856,339) 74,938 (59,814,224) Accumulated depreciation (95,973,917) (5,564,428) 1,316,281 (100,222,064) Capital assets, depreciable, net 89,459,488 (719,703) (191,764) 88,548,021 Intangible right-to-use assets Leased machinery and equipment 13,725 63,096 - 76,821 Leased public domain infrastructure 67,469 - - 67,469 Intangible right-to use assets 81,194 63,096 - 144,290 Accumulated amortization Leased machinery and equipment - (17,850) - (17,850) Leased public domain infrastructure - (9,755) - (9,755) Accumulated amortization - (27,605) - (27,605) Intangible right-to-use assets, net 81,194 35,491 - 116,685 Capital assets, net 97,947,586$ 1,992,032$ (1,469,783)$ 98,469,835$ Business-type Activities Capital assets, nondepreciable Land 1,585,417$ -$ -$ 1,585,417$ Construction in progress 11,824,689 9,848,257 (3,427,364) 18,245,582 Capital assets, nondepreciable 13,410,106 9,848,257 (3,427,364) 19,830,999 Capital assets, depreciable Machinery and equipment 9,653,530 179,281 (89,837) 9,742,974 Buildings and improvements 27,497,701 103,623 - 27,601,324 Distribution and transmission 38,884,094 3,702,104 (791,616) 41,794,582 Utility plant 86,447,136 162,747 (1,137,757) 85,472,126 Sewage treatment contract 31,955,606 - - 31,955,606 Capital assets, depreciable 194,438,067 4,147,755 (2,019,210) 196,566,612 58 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 7. Capital Assets (Continued) Beginning Balance* Transfers and Additions Transfers and Retirements Ending Balance Business-type Activities (Continued) Accumulated depreciation Machinery and equipment (6,872,235) (558,389) 89,837 (7,340,787) Buildings and improvements (12,913,288) (715,515) - (13,628,803) Distribution and transmission (23,489,233) (708,033) 765,704 (23,431,562) Utility plant (55,442,666) (1,268,936) 1,137,758 (55,573,844) Sewage treatment contract (13,109,030) (844,660) - (13,953,690) Accumulated depreciation (111,826,452) (4,095,533) 1,993,299 (113,928,686) Capital assets, depreciable, net 82,611,615 52,222 (25,911) 82,637,926 Intangible right-to-use assets Leased machinery and equipment 3,071 6,125 - 9,196 Intangible right-to use assets 3,071 6,125 - 9,196 Accumulated amortization Leased machinery and equipment - (3,581) - (3,581) Accumulated amortization - (3,581) - (3,581) Intangible right-to-use assets, net 3,071 2,544 - 5,615 Capital assets, net 96,024,792$ 9,903,023$ (3,453,275)$ 102,474,540$ * As restated, due to implementation of the guidance in GASB Statement 87, Leases Depreciation expense is charged to functions/programs of the primary government as follows: Governmental Activities Business-type Activities General government 410,050$ Electric 1,447,755$ Judicial administration 47,959 Water and sewage 2,343,251 Public safety 1,069,010 Civic Center 279,297 Public works 2,969,021 Catering and concessions 4,383 Parks, recreation and cultural 1,008,277 Total depreciation expense 4,074,686$ Community development 15,295 Total depreciation expense 5,519,612$ Current year increases to accumulated depreciation shown in the capital asset table for governmental activities exceed depreciation expense by $44,816 because the table includes accumulated depreciation for machinery and equipment transferred from the Electric Department to the Street Department. Current year increases to accumulated depreciation shown in the capital asset table for business-type activities exceed depreciation expense by $20,847 because the table includes accumulated depreciation for machinery and equipment transferred from the Street Department to the Water Department. 59 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 7. Capital Assets (Continued) Amortization expense is charged to functions/programs of the primary government as follows: Governmental Activities Business-type Activities General government 7,782$ Water and sewage 510$ Judicial administration 3,825 Civic Center 3,071 Public safety 2,547 Total amortization expense 3,581$ Public works 996 Parks, recreation and cultural 2,700 Community development 9,755 Total amortization expense 27,605$ Capital asset activity for the year for the component unit is as follows: Beginning Balance Transfers and Additions Transfers and Retirements Ending Balance Component Unit - School Division Capital assets, nondepreciable Land 1,123,637$ -$ -$ 1,123,637$ Construction in progress 21,216,515 8,884,315 (640,004) 29,460,826 Capital assets, nondepreciable 22,340,152 8,884,315 (640,004) 30,584,463 Capital assets, depreciable Furniture and equipment 9,373,225 537,060 (859,337) 9,050,948 Buildings and improvements 71,156,860 1,299,854 (676,478) 71,780,236 Capital assets, depreciable 80,530,085 1,836,914 (1,535,815) 80,831,184 Accumulated depreciation Furniture and equipment (6,956,626) (511,616) 850,196 (6,618,046) Buildings and improvements (35,678,873) (1,964,624) 600,094 (37,043,403) Accumulated depreciation (42,635,499) (2,476,240) 1,450,290 (43,661,449) Capital assets, depreciable, net 37,894,586 (639,326) (85,525) 37,169,735 Capital assets, net 60,234,738$ 8,244,989$ (725,529)$ 67,754,198$ Intangible Right-to Use Assets In fiscal year 2022, the City implemented the guidance in GASB No. 87, Leases, and recognized right- to-use assets for the value of copiers leased under long-term contracts and a leased parking lot. The intangible right-to-use assets are being amortized over the lease term for each lease. Terms of the leases are described in Note 9. 60 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 8. Deferred Outflows/Inflows of Resources Deferred outflows/inflows of resources reported in the Statement of Net Position are as follows: Governmental Activities Business-type Activities Component Units Deferred outflows of resources Deferred loss on refunding of debt 308,588$ 402,015$ -$ Pension 7,020,360 1,876,388 8,090,362 OPEB 1,250,718 331,484 975,980 Total deferred outflows of resources 8,579,666$ 2,609,887$ 9,066,342$ Deferred inflows of resources Deferred gain on refunding of debt -$ 129,262$ -$ Property taxes collected in advance 68,669 - - Leases 1,250,871 360,462 Pension 17,063,170 4,637,788 16,620,186 OPEB 2,122,101 563,341 1,012,071 Total deferred inflows of resources 20,504,811$ 5,690,853$ 17,632,257$ Deferred inflows of resources reported in the governmental funds are as follows: General Debt Service Total Governmental Funds Deferred inflows of resources Unavailable revenue - property taxes 1,280,577$ -$ 1,280,577$ Property taxes collected in advance 68,669 - 68,669 Unavailable revenue - charges for services and fees 317,345 - 317,345 Unavailable revenue - transfer station debt service reimbursement - 385,416 385,416 Leases 1,250,871 - 1,250,871 Total deferred inflows of resources 2,917,462$ 385,416$ 3,302,878$ Deferred outflows/inflows of resources reported in the proprietary funds are as follows: Electric Water and Sewage Nonmajor Proprietary Funds Internal Service Fund Deferred outflows of resources Deferred loss on refunding of debt 402,015$ -$ -$ -$ Pension 715,811 832,087 328,490 37,892 OPEB 105,988 167,008 58,488 3,366 Total deferred outflows of resources 1,223,814$ 999,095$ 386,978$ 41,258$ Deferred inflows of resources Deferred gain on refunding of debt -$ 129,262$ -$ -$ Leases - 360,462 - - Pension 1,776,990 2,036,653 824,145 99,349 OPEB 179,783 283,989 99,569 5,561 Total deferred inflows of resources 1,956,773$ 2,810,366$ 923,714$ 104,910$ 61 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 9. Long-Term Liabilities Summary of Changes in Long-Term Liabilities The government issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds have been issued for both governmental and business-type activities. These bonds are direct obligations and pledge the full faith and credit of the government and are subject to the provisions of the Internal Revenue Code of 1986 related to arbitrage, interest and income tax regulations. The following is a summary of changes in long-term liabilities: Beginning Balance* Increases Decreases Ending Balance Due Within One Year Governmental Activities General obligation bonds 52,338,627$ 15,080,000$ (3,189,661)$ 64,228,966$ 3,846,669$ Bond premiums 4,911,744 - (337,692) 4,574,052 337,691 Bonds payable 57,250,371 15,080,000 (3,527,353) 68,803,018 4,184,360 Financed purchase obligation 43,589 - (14,530) 29,059 14,530 Lease liability 81,194 63,096 (26,292) 117,998 29,522 Compensated absences 2,345,888 1,708,149 (1,715,793) 2,338,244 1,715,793 Net pension liability 39,877,736 5,589,573 (25,424,149) 20,043,160 - Net OPEB liability 11,569,789 4,901,513 (4,795,510) 11,675,792 - 111,168,567$ 27,342,331$ (35,503,627)$ 103,007,271$ 5,944,205$ * As restated, due to implementation of the guidance in GASB Statement 87, Leases The Debt Service Fund liquidates most long-term liabilities of governmental activities as shown above. However, a portion of compensated absences, the pension plan and other postemployment benefits (OPEB) are liquidated by the Internal Service Fund. The remaining portion of compensated absences, other postemployment benefits, and leases are liquidated by the General Fund. Beginning Balance* Increases Decreases Ending Balance Due Within One Year Business-type Activities General obligation bonds 32,096,926$ 1,189,606$ (3,600,246)$ 29,686,286$ 3,729,517$ Bond premiums 3,462,556 - (434,517) 3,028,039 434,518 Bonds payable 35,559,482 1,189,606 (4,034,763) 32,714,325 4,164,035 Lease liability 3,071 6,125 (3,559) 5,637 1,994 Compensated absences 689,285 530,290 (515,647) 703,928 515,647 Net pension liability 10,666,483 1,519,249 (6,900,984) 5,284,748 - Net OPEB liability 3,484,734 1,326,277 (1,261,451) 3,549,560 - 50,403,055$ 4,571,547$ (12,716,404)$ 42,258,198$ 4,681,676$ Component Unit - School Division Compensated absences 853,459$ 430,728$ (466,234)$ 817,953$ 466,234$ Net pension liability 39,759,230 7,039,379 (25,736,549) 21,062,060 - Net OPEB liability 5,688,039 1,644,279 (2,156,268) 5,176,050 - 46,300,728$ 9,114,386$ (28,359,051)$ 27,056,063$ 466,234$ * As restated, due to implementation of the guidance in GASB Statement 87, Leases 62 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 9. Long-Term Liabilities (Continued) Bonds Payable Details of long-term indebtedness for bonds payable are as follows: Interest Rates Issue Date Maturity Date Issue Amount Governmental Activities Business-type Activities General Obligation Bonds 2004 Public Improvement 3.00% 04/04 07/26 11,052,222 -$ 3,142,061$ 2010 Public Improvement 3.15% 09/10 03/30 3,648,124 - 1,805,518 2011 Refunding 2.14% 12/11 10/23 9,485,000 1,734,584 - 2012 Public Improvement 2.35% 12/12 08/32 9,545,000 5,249,750 - 2013 Public Improvement 1.25% 03/13 04/35 3,058,522 - 2,068,770 2013 Public Improvement 3.03% 12/13 08/33 7,275,000 4,355,000 - 2016B Public Improvement 2.50% 06/16 04/26 6,393,385 581,080 2,152,148 2018 Public Improvement 0.00% 05/18 07/38 5,452,854 - 4,856,222 2019 Public Improvement 3.24% 02/19 04/39 5,025,000 4,475,000 - 2020 Public Improvement 2.00-5.00% 06/20 05/40 26,555,000 25,855,000 - 2020 Refunding 2.00-5.00% 06/20 05/36 24,035,000 4,988,136 14,611,864 2021 Refunding 1.24% 05/21 02/28 1,555,000 1,525,000 - 2022 Public Improvement 1.15% 03/22 03/43 1,049,703 - 1,049,703 2022 Public Improvement 3.03% 05/22 05/42 15,080,000 15,080,000 - General Obligation Bonds - RVRA 2011 Refunding 2.14% 12/11 10/23 385,416 - 64,228,966 29,686,286 Bond premiums 4,574,052 3,028,039 68,803,018$ 32,714,325$ The annual requirements to amortize bonds payable and related interest are as follows: Fiscal Year Principal Interest Principal Interest Principal Interest 2023 3,651,234$ 2,002,526$ 195,435$ 6,156$ 3,729,517$ 870,610$ 2024 3,688,294 1,929,105 189,981 2,033 3,903,600 768,921 2025 3,715,455 1,830,299 - - 4,079,816 634,507 2026 3,834,752 1,683,745 - - 4,210,399 503,422 2027 3,788,166 1,531,834 - - 3,422,129 366,721 2028-2032 19,350,399 5,435,582 - - 8,066,263 613,434 2033-2037 15,253,250 2,453,112 - - 1,837,548 5,651 2038-2042 10,562,000 687,326 - - 437,014 - 2043-2047 - - - - - - 63,843,550$ 17,553,529$ 385,416$ 8,189$ 29,686,286$ 3,763,266$ Governmental Activities Governmental Activities Business-type ActivitiesRVRA On November 1, 2016, the City became a member of the already established Roanoke Valley Resource Authority (RVRA). Per the amended and restated Members and Facilities Use Agreement, the City conveyed title of the City’s existing transfer station and all related equipment, property, and site work to RVRA. RVRA agreed to pay the City amounts equal to the remaining debt service on the transfer station building. As of June 30, 2022, the City has $385,416 in outstanding general obligation debt that will be repaid contractually by RVRA over the remaining two-year amortization of the bonds. Further details are presented in Note 19. 63 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 9. Long-Term Liabilities (Continued) Current Year Bond Issuances In March 2022, the City agreed to a financing agreement with the Virginia Resources Authority as administrator of the Virginia Water Facilities Revolving Fund for the purpose of providing funds for the City’s share of peak flow capacity and anaerobic digestion facility improvements at the Western Virginia Water Authority’s Roanoke Regional Water Pollution Control Plant. The City agreed to borrow from the Virginia Resources Authority a principal amount equal to the sum of principal disbursements for which the City submits requisitions, not to exceed $2,320,437. The City evidenced its obligation to repay the loan by issuing and selling series 2022 general obligation public improvement bonds to the Virginia Resources Authority. Principal disbursements through June 30, 2022, totaled $1,049,703. In May 2022, the City issued $15,080,000 of series 2022 general obligation public improvement bonds for the purpose of providing funding for the Moyer Sports Complex renovation project. Financed Purchase Obligation On July 24, 2019, the City entered into a 60-month financed purchase obligation agreement with De Lage Landen Public Finance LLC to purchase two Cisco Firepower 2120 NGFW Appliances. Under the agreement, the City pays $14,526.60 annually to De Lage Landen Public Finance LLC, representing principal payments only. Ownership transfers to the City at the end of the obligation. The City reported this liability previously as a capital lease liability but began reporting the liability as a financed purchase obligation in fiscal year 2022 due to implementation of the guidance in GASB Statement No. 87, Leases. The assets and liability are accounted for in the Statement of Net Position. At June 30, 2022, the original cost of the equipment was $72,648, and accumulated depreciation was $42,378. Financed purchase obligation payments over the next five years are as follows: Governmental Fiscal Year Principal 2023 14,530$ 2024 14,529 29,059$ Activities Lease Liability In fiscal year 2022, the City implemented the guidance in GASB Statement No. 87, Leases, for accounting and reporting of leases that had previously been reported as operating and capital leases. Copier Leases The City leases a variety of copiers from Xerox Corporation, US Bank Equipment Finance, and De Lage Landen Financial Services for terms ranging from 36 months to 60 months. For purposes of discounting future payments, the City used its incremental borrowing rate at lease inception. The leased equipment and accumulated amortization of the right-to-use assets are outlined in Note 7. Future minimum lease payments include: Fiscal Year Principal Interest Principal Interest 2023 20,410$ 1,546$ 1,994$ 148$ 2024 18,442 954 2,057 84 2025 11,592 452 1,586 21 2026 6,789 183 - - 2027 2,300 17 - - 59,533$ 3,152$ 5,637$ 253$ Governmental Activities Business-type Activities 64 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 9. Long-Term Liabilities (Continued) Parking Lot Lease The City leases a parking lot from .com Properties IV LLC. The initial lease term began on June 1, 2018 for a five-year term with the option to renew for one additional five-year term. The current monthly payment is $981. The lease payment shall escalate annually on June 1 of each lease year with an adjustment due to CPI increase for the year, using April 1 as the base for adjustment. For purposes of discounting future payments, the City used the prime rate as of the date of implementation of GASB 87. The leased infrastructure and accumulated amortization of the right-to-use asset is outlined in Note 7. Future minimum lease payments include: Fiscal Year Principal Interest 2023 9,112$ 1,760$ 2024 9,412 1,460 2025 9,722 1,150 2026 10,041 831 2027 10,371 501 2028-2032 9,807 160 58,465$ 5,862$ Governmental Activities Legal Debt Limit The Constitution of Virginia, Article VII, Section 10(a), sets forth the City’s legal debt limit as ten percent of the assessed valuation of the real estate in the City subject to taxation. As of June 30, 2022, ten percent of the assessed value of real property in the City is $244,987,011. The City’s net debt applicable to the legal debt limit is $68,446,661, and the legal debt margin is $176,540,350. Additional information about the City’s legal debt margin is available in Table 10. 10. Fund Balance Fund balance is classified as nonspendable, restricted, committed, assigned and/or unassigned based primarily on the extent to which the City is bound to observe constraints imposed upon the use of the resources in the governmental funds. The constraints placed on fund balance for the governmental funds are presented in the table below and on the following page: General Capital Projects Total Governmental Funds Fund Balances: Nonspendable: Inventories 715,896$ -$ 715,896$ Prepaids 359,027 - 359,027 1,074,923 - 1,074,923 Restricted for: Law enforcement 418,633 - 418,633 Fire and rescue 173,836 - 173,836 Street equipment - 20,156 20,156 Highway maintenance 2,598,715 - 2,598,715 Education - 3,892,353 3,892,353 Parks and recreation 51,770 15,364,460 15,416,230 3,242,954 19,276,969 22,519,923 65 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 10. Fund Balance (Continued) General Capital Projects Total Governmental Funds Fund Balances (Continued): Committed to: Law enforcement 91,966 - 91,966 Stormwater management 37,635 - 37,635 129,601 - 129,601 Assigned to: Technology systems 86,328 - 86,328 Law enforcement 9,943 - 9,943 Street equipment 260,748 - 260,748 Building maintenance and improvements 162,859 - 162,859 Landscape management 11,197 - 11,197 Engineering 8,914 - 8,914 Public works - 139,013 139,013 Parks and recreation 191,200 1,057,334 1,248,534 Economic development 32,989 1,730,574 1,763,563 Other purposes 52,737 57,443 110,180 816,915 2,984,364 3,801,279 Unassigned:55,175,870 - 55,175,870 Total fund balances 60,440,263$ 22,261,333$ 82,701,596$ 11. Risk Management The risk management programs of the City and School Division are as follows: Workers’ Compensation Workers’ Compensation Insurance is provided through the Virginia Risk Sharing Association (VRSA) for the City and through VACORP for the School Division. Benefits are those afforded through the Commonwealth of Virginia as outlined in Code of Virginia §65.2-100. Premiums are based on covered payroll, job rates and claims experience. Total premiums for the current year were $519,685 and $102,383 for the City and School Division, respectively. General Liability and Other The City provides general liability and other insurance through VRSA. General liability and automotive liability have a $1,000,000 limit per occurrence. Boiler and machinery coverage and property coverage are covered per statement of values. The City maintains an additional $10,000,000 umbrella policy over all forms of liability. The City has flood insurance coverage through Selective Insurance Company of America for properties in designated flood zones or that are part of the water plant. Total premiums for the current fiscal year were $442,735. The School Division provides general liability and other insurance through VACORP. General liability, automobile liability, and property damage have a $2,000,000 limit per occurrence. The School Division also has a separate student accident insurance policy through VACORP. Total premiums for the current fiscal year were $125,825. 66 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 11. Risk Management (Continued) Line of Duty The Line of Duty Act (LODA) provides benefits to local government employees who hold specified hazardous duty positions (Code of Virginia §9.1-400 et seq.). By statute, LODA benefits must be provided. The Virginia Department of Accounts administers the benefit. As of July 1, 2011, the General Assembly shifted the financial responsibility from the state government to local governments. The City provides an insured Line of Duty OPEB benefit plan through coverage with VRSA. In exchange for annual premiums paid while employees are in active service, VRSA covers the Line of Duty OPEB of those employees. The Line of Duty coverage provides a death benefit of $100,000 to beneficiaries of public safety officers who die in the line of duty and a death benefit of $25,000 to beneficiaries of public safety employees who die within five years of becoming disabled as a result of a qualifying illness as defined in the LODA. A health insurance benefit is also provided to the disabled public safety employees, their surviving spouses, and their dependents. The City retains an obligation for benefits in the event of VRSA’s insolvency. The Commonwealth of Virginia has the authority to establish and amend LODA. Total premiums for the current year to VRSA for Line of Duty coverage were $126,996. Healthcare The City’s professionally administered self-insurance program provides health coverage for employees of the City and School Division on a cost-reimbursement basis. All active employees, retired City employees and retired School Division employees pay a premium equivalent for participation. The premium equivalent represents a minimum of 4% active or retired employee participation. The City is obligated for claims payments under the program. A stop loss insurance contract executed with an insurance carrier covers claims in excess of $250,000 per covered individual and approximately $10,453,066 in the aggregate. During the current fiscal year, total claim expenses of $9,042,833, which did not exceed the stop loss provisions, were incurred. This represents claims processed and an estimate for claims incurred but not reported (IBNR) as of June 30, 2022. The estimated liability for the City and School Division was $444,351 and $321,305, respectively for a total of $765,657 at year-end. Changes in the reported liability during the last three fiscal years are as follows: Year Ended June 30 Beginning Balance Claim Expenses Claim Payments Ending Balance 2022 716,796$ 9,042,833$ 8,993,973$ 765,656$ 2021 581,259 8,932,896 8,797,359 716,796 2020 936,640 8,952,998 9,308,379 581,259 Dental The City’s professionally administered self-insurance program provides dental coverage for employees of the City and School Division on a cost-reimbursement basis. The City began offering dental coverage through the self-insurance program on January 1, 2020. All active employees, retired City employees and retired School Division employees pay a premium equivalent for participation. The premium equivalent represents a minimum of 0% active or retired employee participation. The City is obligated for claims payments under the program. During the current fiscal year, total claim expenses of $534,284 were incurred. This represents claims processed and an estimate for claims incurred but not reported (IBNR) as of June 30, 2022. The estimated liability for the City and School Division was $9,000 and $10,000, respectively for a total of $19,000 at year-end. 67 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 11. Risk Management (Continued) Dental (Continued) Changes in the reported liability during the last three fiscal years are as follows: Year Ended June 30 Beginning Balance Claim Expenses Claim Payments Ending Balance 2022 24,000$ 534,284$ 539,284$ 19,000$ 2021 19,400 535,775 531,175 24,000 2020 - 220,597 201,197 19,400 Other There were no significant changes in insurance coverage from the prior year and no settlements that exceeded the amount of insurance coverage during the last three fiscal years. 12. Pension Plan Plan Description All full-time, salaried permanent (professional) employees of the City and all full-time, salaried permanent (non-professional) employees of the School Division who are not classified as teachers or administrative personnel are automatically covered by the VRS Retirement Plan upon employment. This plan is administered by the Virginia Retirement System (VRS or System) along with plans for other employer groups in the Commonwealth of Virginia. The VRS Retirement Plan is a multi-employer, agent plan. All full-time, salaried permanent (professional) teachers and administrative employees of the School Division are automatically covered by the VRS Teacher Retirement Plan upon employment. This plan is administered by VRS along with plans for other employer groups in the Commonwealth of Virginia. The VRS Teacher Retirement Plan is a multiple-employer, cost-sharing plan. Members earn one month of service credit for each month they are employed and for which they and their employer pay contributions to VRS. Members are eligible to purchase prior service, based on specific criteria as defined in the Code of Virginia, as amended. Eligible prior service that may be purchased includes prior public service, active military service, certain periods of leave, and previously refunded service. The System administers three different benefit structures for covered employees - Plan 1, Plan 2, and Hybrid. Each of these benefit structures has different eligibility criteria. The specific information for each plan and the eligibility for covered groups within each plan are set out below. VRS PLAN 1 About VRS Plan 1 – Plan 1 is a defined benefit plan. The retirement benefit is based on a member’s age, service credit and average final compensation at retirement using a formula. Employees are in Plan 1 if their membership date is before July 1, 2010, they were vested as of January 1, 2013, and they have not taken a refund. Hybrid Opt-In Election – VRS non-hazardous duty covered Plan 1 members were allowed to make an irrevocable decision to opt into the Hybrid Retirement Plan during a special election window held January 1 through April 30, 2014. The Hybrid Retirement Plan’s effective date for eligible Plan 1 members who opted in was July 1, 2014. If eligible deferred members returned to work during the election window, they were also eligible to opt into the Hybrid Retirement Plan. Members who were eligible for an optional retirement plan (ORP) and had prior service under VRS Plan 1 were not eligible to elect the Hybrid Retirement Plan and remained as VRS Plan 1 or ORP members. 68 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Plan Description (Continued) VRS PLAN 1 (Continued) Retirement Contributions – Employees contribute 5% of their compensation each month to their member contribution account through a pretax salary reduction. Member contributions are tax-deferred until they are withdrawn as part of a retirement benefit or as a refund. The employer makes a separate actuarially determined contribution to VRS for all covered employees. VRS invests both member and employer contributions to provide funding for the future benefit payment. Service Credit – Service credit includes active service. Members earn service credit for each month they are employed in a covered position. It also may include credit for prior service the member has purchased or additional service credit the member was granted. A member’s total service credit is one of the factors used to determine their eligibility for retirement and to calculate their retirement benefit. It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. Vesting – Vesting is the minimum length of service a member needs to qualify for a future retirement benefit. Members become vested when they have at least five years (60 months) of service credit. Vesting means members are eligible to qualify for retirement if they meet the age and service requirements for their plan. Members also must be vested to receive a full refund of their member contribution account balance if they leave employment and request a refund. Members are always 100% vested in the contributions that they make. Calculating the Benefit – The basic benefit is determined using the average final compensation, service credit and plan multiplier. An early retirement reduction is applied to this amount if the member is retiring with a reduced benefit. In cases where the member has elected an optional form of retirement payment, an option factor specific to the option chosen is then applied. Average Final Compensation – A member’s average final compensation is the average of the 36 consecutive months of highest compensation as a covered employee. Service Retirement Multiplier – The retirement multiplier is a factor used in the formula to determine a final retirement benefit. The retirement multiplier for non-hazardous duty members is 1.70%. The retirement multiplier for sheriffs and regional jail superintendents is 1.85%. The retirement multiplier of eligible political subdivision hazardous duty employees other than sheriffs and regional jail superintendents is 1.70% or 1.85% as elected by the employer. Normal Retirement Age – The normal retirement age is age 65 for non-hazardous duty employees and age 60 for hazardous duty employees. Earliest Unreduced Retirement Eligibility – Members who are not in hazardous duty positions are eligible for an unreduced retirement benefit at age 65 with at least five years of service credit or at age 50 with at least 30 years of service credit. Hazardous duty members are eligible for an unreduced retirement benefit at age 60 with at least five years of service credit or age 50 with at least 25 years of service credit. Earliest Reduced Retirement Eligibility – Members who are not in hazardous duty positions may retire with a reduced benefit at age 55 with at least five years of service credit or age 50 with at least 10 years of service credit. Hazardous duty members may retire with a reduced benefit at age 50 with at least five years of service credit. 69 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Plan Description (Continued) VRS PLAN 1 (Continued) Cost-of-Living Adjustment (COLA) in Retirement – The COLA matches the first 3% increase in the Consumer Price Index for all Urban Consumers (CPI-U) and half of any additional increase (up to 4%) up to a maximum COLA of 5%. For members who retire with an unreduced benefit or with a reduced benefit with at least 20 years of service credit, the COLA will go into effect on July 1st after one full calendar year from the retirement date. For members who retire with a reduced benefit and who have less than 20 years of service credit, the COLA will go into effect on July 1st after one calendar year following the unreduced retirement eligibility date. The COLA is effective July 1st following one full calendar year (January 1st to December 31st) under any of the following circumstances:  The member is within five years of qualifying for an unreduced retirement benefit as of January 1, 2013.  The member retires on disability.  The member retires directly from short-term or long-term disability.  The member is involuntarily separated from employment for causes other than job performance or misconduct and is eligible to retire under the Workforce Transition Act or the Transitional Benefits Program.  The member dies in service and the member’s survivor or beneficiary is eligible for a monthly death-in-service benefit. The COLA will go into effect on July 1st following one full calendar year (January 1st to December 31st) from the date the monthly benefit begins. Disability Coverage – For members who are eligible to be considered for disability retirement and retire on disability, the retirement multiplier is 1.7% on all service, regardless of when it was earned, purchased or granted. Purchase of Prior Service – Members may be eligible to purchase service from previous public employment, active duty military service, an eligible period of leave or VRS refunded service as service credit in their plan. Prior service credit counts toward vesting, eligibility for retirement and the health insurance credit. Only active members are eligible to purchase prior service. Members also may be eligible to purchase periods of leave without pay. VRS PLAN 2 VRS Plan 2 is the same as VRS Plan 1 except for the following: Under the VRS Retirement Plan, employees are in VRS Plan 2 if their membership date is on or after July 1, 2010, or their membership date is before July 1, 2010, and they were not vested as of July 1, 2013. Under the VRS Teacher Retirement Plan, members are in VRS Plan 2 if their membership date is from July 1, 2010, to December 31, 2013, and they have not taken a refund. Members are covered under VRS Plan 2 if they have a membership date prior to July 1, 2010, and they were not vested as of January 1, 2013. 70 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Plan Description (Continued) VRS PLAN 2 (Continued) Average Final Compensation – A member’s average final compensation is the average of the 60 consecutive months of highest compensation as a covered employee. Service Retirement Multiplier – The service retirement multiplier is the same as Plan 1 for service earned, purchased or granted prior to January 1, 2013. For non-hazardous duty members, the retirement multiplier is 1.65% for service credit earned, purchased or granted on or after January 1, 2013. Normal Retirement Age – The normal retirement age is normal Social Security retirement age for non- hazardous duty employees. Earliest Unreduced Retirement Eligibility – Members who are not in hazardous duty positions are eligible for an unreduced retirement benefit when they reach normal Social Security retirement age with at least five years (60 months) of service credit or when their age plus service credit equals 90. Earliest Reduced Retirement Eligibility – Members who are not in hazardous duty positions may retire with a reduced retirement benefit as early as age 60 with at least five years (60 months) of service credit. COLA in Retirement – The COLA matches the first 2% increase in the CPI-U and half of any additional increase (up to 2%), for a maximum COLA of 3%. Disability Coverage – For members who are eligible to be considered for disability retirement and retire on disability, the retirement multiplier is 1.65% on all service, regardless of when it was earned, purchased or granted. HYBRID RETIREMENT PLAN The Hybrid Retirement Plan is the same as VRS Plan 1 except for the following: About the Hybrid Retirement Plan – The Hybrid Retirement Plan combines the features of a defined benefit plan and a defined contribution plan.  The defined benefit is based on a member’s age, service credit and average final compensation at retirement using a formula.  The benefit from the defined contribution component of the plan depends on the member and employer contributions made to the plan and the investment performance of those contributions.  In addition to the monthly benefit payment payable from the defined benefit plan at retirement, a member may start receiving distributions from the balance in the defined contribution account, reflecting the contributions, investment gains or losses, and any required fees. Eligible Members – Employees are in the Hybrid Retirement Plan if their membership date is on or after January 1, 2014. This includes:  Political subdivision employees*  School division employees  Members in VRS Plan 1 or VRS Plan 2 who elected to opt into the plan during the election window held January 1 - April 30, 2014; the plan’s effective date for opt-in members was July 1, 2014 71 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Plan Description (Continued) HYBRID RETIREMENT PLAN (Continued) * Non-Eligible Members – Some employees are not eligible to participate in the Hybrid Retirement Plan. They include:  Political subdivision employees who are covered by enhanced benefits for hazardous duty employees Those employees eligible for an optional retirement plan (ORP) must elect the ORP plan or the Hybrid Retirement Plan. If these members have prior service under VRS Plan 1 or VRS Plan 2, they are not eligible to elect the Hybrid Retirement Plan and must select VRS Plan 1 or VRS Plan 2 (as applicable) or ORP. Retirement Contributions – A member’s retirement benefit is funded through mandatory and voluntary contributions made by the member and the employer to both the defined benefit and the defined contribution components of the plan. Mandatory contributions are based on a percentage of the employee’s creditable compensation and are required from both the member and the employer. Additionally, members may choose to make voluntary contributions to the defined contribution component of the plan, and the employer is required to match those voluntary contributions according to specified percentages. Service Credit – Under the defined benefit component of the plan, service credit includes active service. Members earn service credit for each month they are employed in a covered position. It also may include credit for prior service the member has purchased or additional service credit the member was granted. A member’s total service credit is one of the factors used to determine their eligibility for retirement and to calculate their retirement benefit. It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. Under the defined contribution component of the plan, service credit is used to determine vesting for the employer contribution portion of the plan. Vesting – Under the defined benefit component of the plan, defined benefit vesting is the minimum length of service a member needs to qualify for a future retirement benefit. Members are vested under the defined benefit component of the Hybrid Retirement Plan when they reach five years (60 months) of service credit. VRS Plan 1 or VRS Plan 2 members with at least five years (60 months) of service credit who opted into the Hybrid Retirement Plan remain vested in the defined benefit component. Under the defined contribution component of the plan, defined contribution vesting refers to the minimum length of service a member needs to be eligible to withdraw the employer contributions from the defined contribution component. Members are always 100% vested in the contributions that they make. Upon retirement or leaving covered employment, a member is eligible to withdraw a percentage of employer contributions to the defined contribution component of the plan, based on service.  After two years, a member is 50% vested and may withdraw 50% of employer contributions.  After three years, a member is 75% vested and may withdraw 75% of employer contributions.  After four or more years, a member is 100% vested and may withdraw 100% of employer contributions. Distributions are not required, except as governed by law. 72 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Plan Description (Continued) HYBRID RETIREMENT PLAN (Continued) Calculating the Benefit – Under the defined contribution component of the plan, the benefit is based on contributions made by the member and any matching contributions made by the employer, plus net investment earnings on those contributions. Average Final Compensation – The average final compensation is the same as under VRS Plan 2. It is used in the retirement formula for the defined benefit component of the plan. Service Retirement Multiplier – The retirement multiplier for the defined benefit component is 1.00%. For members who opted into the Hybrid Retirement Plan from VRS Plan 1 or VRS Plan 2, the applicable multipliers for those plans will be used to calculate the retirement benefit for service credited in those plans. The service retirement multiplier is not applicable for hazardous duty employees or for the defined contribution component of the plan. Normal Retirement Age – Under the defined benefit component of the plan, the normal retirement age is the same as under VRS Plan 2. The normal retirement age is not applicable to hazardous duty employees. Under the defined contribution component of the plan, members are eligible to receive distributions upon leaving employment, subject to restrictions. Earliest Unreduced Retirement Eligibility – Under the defined benefit component of the plan, members are eligible for an unreduced retirement benefit when they reach normal Social Security retirement age and have at least five years (60 months) of service credit or when their age plus service credit equals 90. The earliest unreduced retirement eligibility is not applicable to hazardous duty employees. Under the defined contribution component of the plan, members are eligible to receive distributions upon leaving employment, subject to restrictions. Earliest Reduced Retirement Eligibility – Under the defined benefit component of the plan, members may retire with a reduced benefit as early as age 60 with at least five years (60 months) of service credit. The earliest reduced retirement eligibility is not applicable to hazardous duty employees. Under the defined contribution component of the plan, members are eligible to receive distributions upon leaving employment, subject to restrictions. COLA in Retirement – Under the defined benefit component of the plan, the COLA in retirement is the same as under VRS Plan 2. Under the defined contribution component of the plan, the COLA in retirement is not applicable. Disability Coverage – Employees of political subdivisions and school divisions (including VRS Plan 1 and VRS Plan 2 opt-ins) participate in the Virginia Local Disability Program (VLDP) unless their local governing body provides an employer-paid comparable program for its members. Hybrid members (including VRS Plan 1 and VRS Plan 2 opt-ins) covered under VLDP are subject to a one-year waiting period before becoming eligible for non-work related disability benefits. Purchase of Prior Service – Under the defined benefit component of the plan, the purchase of prior service is the same as under VRS Plan 1, except Hybrid Retirement Plan members are ineligible for ported service. Under the defined contribution component of the plan, the purchase of prior service is not applicable. 73 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Employees Covered by Benefit Terms As of the June 30, 2020, actuarial valuation, the following employees were covered by the benefit terms of the VRS Retirement Plan: Inactive members or their beneficiaries currently receiving benefits 692 74 Inactive members: Vested inactive members 166 19 Non-vested inactive members 203 43 Inactive members active elsewere in VRS 240 19 Total inactive members 609 81 Active members 492 62 Total covered employees 1,793 217 City of Salem School Division (Non-Professional) Contributions The contribution requirement for active employees is governed by §51.1-145 of the Code of Virginia, as amended, but may be impacted as a result of funding options provided to political subdivisions and school divisions by the Virginia General Assembly. Employees are required to contribute 5.00% of their compensation toward their retirement. The City’s contractually required contribution rate for the year ended June 30, 2022, was 18.23% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. This rate, when combined with employee contributions, was expected to finance the costs of benefits earned by the employees during the year, with an additional amount to finance any unfunded accrued liability. Contributions to the VRS Retirement Plan from the City were $4,356,901 and $4,093,089 for the years ended June 30, 2022, and June 30, 2021, respectively. The School Division’s non-professional employees’ contractually required contribution rate for the year ended June 30, 2022, was 2.30% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. This rate, when combined with employee contributions, was expected to finance the costs of benefits earned by the employees during the year, with an additional amount to finance any unfunded accrued liability. Contributions to the VRS Retirement Plan from the School Division were $22,143 and $19,987 for the years ended June 30, 2022, and June 30, 2021, respectively. For the School Division’s professional employees covered under the VRS Teacher Retirement Plan, each school division’s contractually required contribution rate for the year ended June 30, 2022, was 16.62% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. The actuarially determined rate, when combined with employee contributions, was expected to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. Contributions to the VRS Teacher Retirement Plan from the School Division were $4,211,083 and $3,842,114 for the years ended June 30, 2022, and June 30, 2021, respectively. In June 2021, the Commonwealth made a special contribution of approximately $61.3 million to the VRS Teacher Retirement Plan. This special payment was authorized by a budget amendment included in Chapter 552 of the 2021 Appropriation Act and is classified as a non-employer contribution. 74 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Net Pension Liability Under the VRS Retirement Plan, the net pension liability is calculated separately for each employer and represents that particular employer’s total pension liability determined in accordance with GASB Statement No. 68, less that employer’s fiduciary net position. The City’s and School Division’s net pension liabilities under the VRS Retirement Plan were measured as of June 30, 2021. The total pension liability used to calculate the net pension liability was determined by an actuarial valuation performed as of June 30, 2020, rolled forward to the measurement date of June 30, 2021. Under the VRS Teacher Retirement Plan, the School Division reported a liability of $21,062,060 for its proportionate share of the net pension liability at June 30, 2022. The net pension liability was measured as of June 30, 2021, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation performed as of June 30, 2020, and rolled forward to the measurement date of June 30, 2021. The School Division’s proportion of the net pension liability was based on the School Division’s actuarially determined employer contributions to the pension plan for the year ended June 30, 2021, relative to the total of the actuarially determined employer contributions for all participating employers. At June 30, 2021, the School Division’s proportion was 0.27131% as compared to 0.27321% at June 30, 2020. Under the VRS Teacher Retirement Plan, the net pension liability is calculated separately for each system and represents that particular system’s total pension liability determined in accordance with GAAP, less that system’s fiduciary net position. As of June 30, 2021, net pension liability amounts for the VRS Teacher Retirement Plan are as follows (amounts expressed in thousands): Teacher Employee Retirement Plan Total Pension Liability 53,381,141$ Plan Fiduciary Net Position 45,617,878 Employers' Net Pension Liability 7,763,263$ Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 85.46% The total pension liability is calculated by the System’s actuary, and each plan’s fiduciary net position is reported in the System’s financial statements. The net pension liability is disclosed in accordance with the requirements of GAAP in the System’s notes to the financial statements and required supplementary information. Actuarial Assumptions – General Employees The total pension liability for general employees in the VRS Retirement Plan was based on an actuarial valuation performed as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. Inflation 2.50% Salary increases, including inflation 3.50% - 5.35% Investment rate of return 6.75%, net of pension plan investment expenses, including inflation 75 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Actuarial Assumptions – General Employees (Continued) Mortality Rates – Largest Ten – Non-Hazardous Duty: 20% of deaths are assumed to be service-related  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rates for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years  Mortality Improvement – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates Mortality Rates – All Others (Non-Ten Largest) – Non-Hazardous Duty: 15% of deaths are assumed to be service-related  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rates for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years  Mortality Improvement – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates The actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action are as follows: Largest Ten – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age  Withdrawal Rates – Adjusted rates to better fit experience at each year age and service through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change 76 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Actuarial Assumptions – General Employees (Continued) All Others (Non-Ten Largest) – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age  Withdrawal Rates – Adjusted rates to better fit experience at each year age and service through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change Actuarial Assumptions – Public Safety Employees with Hazardous Duty Benefits The total pension liability for public safety employees with hazardous duty benefits in the VRS Retirement Plan was based on an actuarial valuation as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021: Inflation 2.50% Salary increases, including inflation 3.50% - 4.75% Investment rate of return 6.75%, net of pension plan investment expenses, including inflation Mortality Rates – Largest Ten – Hazardous Duty: 70% of deaths are assumed to be service-related  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally with a Modified MP-2020 Improvement Scale; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally with a Modified MP-2020 Improvement Scale; 110% of rates for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally with a Modified MP-2020 Improvement Scale; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingency Annuitant Rates projected generationally with a Modified MP-2020 Improvement Scale; 110% of rates for males and females set forward 2 years  Mortality Improvement – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates 77 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Actuarial Assumptions – Public Safety Employees with Hazardous Duty Benefits (Continued) Mortality Rates – All Others (Non-Ten Largest) – Hazardous Duty: 45% of deaths are assumed to be service-related  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally with a Modified MP-2020 Improvement Scale; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally with a Modified MP-2020 Improvement Scale; 110% of rates for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally with a Modified MP-2020 Improvement Scale; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingency Annuitant Rates projected generationally with a Modified MP-2020 Improvement Scale; 110% of rates for males and females set forward 2 years  Mortality Improvement – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates The actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action are as follows: Largest Ten – Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; increased disability life expectancy; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience and changed final retirement age from 65 to 70  Withdrawal Rates – Decreased rates  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change All Others (Non-Ten Largest) – Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; increased disability life expectancy; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience and changed final retirement age from 65 to 70  Withdrawal Rates – Decreased rates and changed from rates based on age and service to rates based on service only to better fit experience and to be more consistent with Locals Largest 10 Hazardous Duty  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change 78 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Actuarial Assumptions – VRS Teacher Retirement Plan The total pension liability for the VRS Teacher Retirement Plan was based on an actuarial valuation performed as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. Inflation 2.50% Salary increases, including inflation 3.50% - 5.95% Investment rate of return 6.75%, net of pension plan investment expenses, including inflation Mortality rates:  Pre-Retirement – Pub-2010 Amount Weighted Teachers Employee Rates projected generationally; 110% of rates for males  Post-Retirement – Pub-2010 Amount Weighted Teachers Healthy Retiree Rates projected generationally; males set forward 1 year; 105% of rates for females  Post-Disablement – Pub-2010 Amount Weighted Teachers Disabled Rates projected generationally; 110% of rates for males and females  Beneficiaries and Survivors – Pub-2010 Amount Weighted Teachers Contingent Annuitant Rates projected generationally  Mortality Improvement – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates The actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action are as follows:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each year age and service through 9 years of service  Disability Rates – No change  Salary Scale – No change  Discount Rate – No change Long-Term Expected Rate of Return The long-term expected rate of return on pension System investments was determined using a log- normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected returns, net of pension System investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target asset allocation and best estimate of arithmetic real rates of return for each major asset class are summarized in the table on the following page. 79 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Long-Term Expected Rate of Return (Continued) Asset Class (Strategy) Target Allocation Arithmetic Long-Term Expected Rate of Return Weighted Average Long-Term Expected Rate of Return* Public Equity 34.00% 5.00% 1.70% Fixed Income 15.00% 0.57% 0.09% Credit Strategies 14.00% 4.49% 0.63% Real Assets 14.00% 4.76% 0.67% Private Equity 14.00% 9.94% 1.39% MAPS - Multi-Asset Public Strategies 6.00% 3.29% 0.20% PIP - Private Investment Partnership 3.00% 6.84% 0.21% Total 100.00% 4.89% Inflation 2.50% Expected arithmetic nominal return* 7.39% * The above allocation provides a one-year expected return of 7.39%. However, one-year returns do not take into account the volatility present in each of the asset classes. In setting the long-term expected return for the System, stochastic projections are employed to model future returns under various economic conditions. These results provide a range of returns over various time periods that ultimately provide a median return of 6.94%, including expected inflation of 2.50%. * On October 10, 2019, the VRS Board elected a long-term rate of 6.75%, which was roughly at the 40th percentile of expected long-term results of the VRS fund asset allocation at that time, providing a median return of 7.11%, including expected inflation of 2.50%. Discount Rate The discount rate used to measure the total pension liability was 6.75%. The projection of cash flows used to determine the discount rate assumed that member contributions will be made per the VRS Statutes and the employer contributions will be made in accordance with the VRS funding policy at rates equal to the difference between actuarially determined contribution rates adopted by the VRS Board of Trustees and the member rate. Consistent with the phased-in funding provided by the General Assembly for state and teacher employer contributions, political subdivisions were also provided with an opportunity to use an alternate employer contribution rate. For the year ended June 30, 2021, the alternate rate was the employer contribution rate used in fiscal year 2012 or 100% of the actuarially determined employer contribution rate from the June 30, 2017, actuarial valuations, whichever was greater. 80 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Discount Rate (Continued) Through the fiscal year ending June 30, 2021, the rate contributed by the School Division for the VRS Teacher Retirement Plan was subject to the portion of the VRS Board-certified rates that were funded by the Virginia General Assembly, which was 100% of the actuarially determined contribution rates. From July 1, 2021, on, participating employers and school divisions are assumed to contribute 100% of the actuarially determined contribution rates. Based on those assumptions, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore, the long-term expected rate of return was applied to all periods of projected benefit payments to determine the total pension liability. Changes in Net Pension Liability (Asset) The changes in the net pension liability (asset) for City employees and School Division non-professional employees are as follows: Total Pension Liability (a) Plan Fiduciary Net Position (b) Net Pension Liability (a) - (b) City of Salem Balances at June 30, 2020 205,730,759$ 155,186,540$ 50,544,219$ Changes for the year: Service cost 2,579,718 - 2,579,718 Interest 13,532,366 - 13,532,366 Changes of assumptions 7,635,262 - 7,635,262 Difference between expected and actual experience (1,898,137) - (1,898,137) Contributions - employer - 4,093,089 (4,093,089) Contributions - employee - 1,214,809 (1,214,809) Net investment income - 41,862,509 (41,862,509) Benefit payments, including refunds of employee contributions (12,415,757) (12,415,757) - Administrative expenses - (108,142) 108,142 Other changes - 3,255 (3,255) Net changes 9,433,452 34,649,763 (25,216,311) Balances at June 30, 2021 215,164,211$ 189,836,303$ 25,327,908$ Increase (Decrease) 81 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Changes in Net Pension Liability (Asset) (Continued) Total Pension Liability (a) Plan Fiduciary Net Position (b) Net Pension Liability (Asset) (a) - (b) School Division (Non-Professional Staff) Balances at June 30, 2020 5,290,395$ 5,655,835$ (365,440)$ Changes for the year: Service cost 106,418 - 106,418 Interest 344,320 - 344,320 Changes of assumptions 150,153 - 150,153 Difference between expected and actual experience (89,731) - (89,731) Contributions - employer - 19,987 (19,987) Contributions - employee - 57,197 (57,197) Net investment income - 1,516,515 (1,516,515) Benefit payments, including refunds of employee contributions (378,725) (378,725) - Administrative expenses - (3,965) 3,965 Other changes - 141 (141) Net changes 132,435 1,211,150 (1,078,715) Balances at June 30, 2021 5,422,830$ 6,866,985$ (1,444,155)$ Increase (Decrease) Sensitivity of the Net Position Liability (Asset) to Changes in the Discount Rate The following presents the City’s and School Division’s net pension liabilities (assets) under the VRS Retirement Plan and the School Division’s proportionate share of the net pension liability under the VRS Teacher Retirement Plan using the discount rate of 6.75%, as well as what the net pension liabilities (assets) would be if they were calculated using a discount rate that is one percentage point lower (5.75%) or one percentage point higher (7.75%) than the current rate: 1% Decrease (5.75%) Current Discount (6.75%) 1% Increase (7.75%) Retirement Plan 51,612,339$ 25,327,908$ 3,500,297$ School Division Retirement Plan (Non-Professional Staff) (837,005) (1,444,155) (1,952,075) Teacher Retirement Plan 40,648,635 21,062,060 4,949,486 City of Salem Net Pension Liability (Asset) 82 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions For the year ended June 30, 2022, the City and School Division recognized pension expense of $2,568,975 and $(264,187) respectively, under the VRS Retirement Plan. For the year ended June 30, 2022, the School Division recognized pension expense of $72,383 under the VRS Teacher Retirement Plan. Since there was a change in proportionate share between measurement dates, a portion of the pension expense was related to deferred amounts from changes in proportion and from differences between employer contributions and the proportionate share of employer contributions. At June 30, 2022, the City and School Division reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources City of Salem Differences between expected and actual experience 209,894$ 1,076,433$ Changes in assumptions 4,329,953 - Net difference between projected and actual earnings on pension plan investments - 20,624,525 Employer contributions subsequent to the measurement date 4,356,901 - 8,896,748$ 21,700,958$ School Division (Non-Professional Staff) Differences between expected and actual experience -$ 41,489$ Changes in assumptions 69,426 - Net difference between projected and actual earnings on pension plan investments - 750,019 Employer contributions subsequent to the measurement date 22,143 - 91,569$ 791,508$ School Division - Teacher Retirement Plan Differences between expected and actual experience -$ 1,793,939$ Changes in assumptions 3,690,018 - Net difference between projected and actual earnings on pension plan investments - 13,272,746 Changes in proportion and differences between employer contributions and proportionate share of contributions 97,692 761,993 Employer contributions subsequent to the measurement date 4,211,083 - 7,998,793$ 15,828,678$ 83 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 12. Pension Plan (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions (Continued) The deferred outflow of resources related to pensions resulting from the City’s contributions of $4,356,901 subsequent to the measurement date will be recognized as a reduction of the net pension liability in the fiscal year ending June 30, 2023. The deferred outflows of resources related to pensions resulting from the School Division’s contributions of $22,143 and $4,211,083 subsequent to the measurement date will be recognized as an increase to the net pension asset and a decrease to the net pension liability, respectively, in the fiscal year ended June 30, 2023. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense in future reporting periods as follows: Year ended June 30, 2023 (2,126,590)$ (147,790)$ (2,846,918)$ 2024 (3,919,351) (170,810) (2,566,504) 2025 (4,802,118) (174,470) (2,835,854) 2026 (6,313,052) (229,012) (3,794,796) 2027 - - 3,104 (17,161,111)$ (722,082)$ (12,040,968)$ School Division - Teacher Retirement PlanCity of Salem School Division (Non-Professional) Payable to the Pension Plan At June 30, 2022, $486,263 and $7,987 were payable to the System under the VRS Retirement Plan for the legally required contributions of the City and School Division, respectively, related to the June 2022 payroll. At June 30, 2022, $524,424 was payable to the System under the VRS Teacher Retirement Plan for the legally required contributions related to the June 2022 payroll. Pension Plan Data and VRS Teacher Retirement Plan Fiduciary Net Position Information about the VRS Retirement Plan and the VRS Teacher Retirement Plan, including detailed information about the VRS Teacher Retirement Plan’s Fiduciary Net Position, is available in the separately issued VRS 2021 Annual Comprehensive Financial Report (ACFR). A copy of the VRS 2021 ACFR may be downloaded from the VRS website at http://www.varetire.org/pdf/publications/2021-annual-report.pdf, or by writing to the System’s Chief Financial Officer at P.O. Box 2500, Richmond, VA, 23218-2500. 13. Summary of Pension Elements A summary of the pension-related financial statement elements is as follows: Governmental Activities Business-Type Activities Total Primary Government Component Units Pension Expense VRS Retirement Plan 2,019,952$ 549,023$ 2,568,975$ (264,187)$ VRS Teacher Retirement Plan - - - 72,383 Total Pension Expense 2,019,952$ 549,023$ 2,568,975$ (191,804)$ 84 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 13. Summary of Pension Elements (Continued) Governmental Activities Business-Type Activities Total Primary Government Component Units Net Pension Asset VRS Retirement Plan -$ -$ -$ 1,444,155$ Net Pension Liability VRS Retirement Plan 20,043,160$ 5,284,748$ 25,327,908$ -$ VRS Teacher Retirement Plan - - - 21,062,060 Total Pension Liability 20,043,160$ 5,284,748$ 25,327,908$ 21,062,060$ Deferred Outflows of Resources Differences between expected and actual experience VRS Retirement Plan 165,037$ 44,857$ 209,894$ -$ Changes in assumptions VRS Retirement Plan 3,404,584 925,369 4,329,953 69,426 VRS Teacher Retirement Plan - - - 3,690,018 Changes in proportion and differences between employer contributions and proportionate share of contributions VRS Teacher Retirement Plan - - - 97,692 Employer contributions subsequent to the measurement date VRS Retirement Plan 3,450,739 906,162 4,356,901 22,143 VRS Teacher Retirement Plan - - - 4,211,083 Total Deferred Outflows of Resources 7,020,360$ 1,876,388$ 8,896,748$ 8,090,362$ Deferred Inflows of Resources Differences between expected and actual experience VRS Retirement Plan 846,385$ 230,048$ 1,076,433$ 41,489$ VRS Teacher Retirement Plan - - - 1,793,939 Net difference between projected and actual earnings on pension plan investments VRS Retirement Plan 16,216,785 4,407,740 20,624,525 750,019 VRS Teacher Retirement Plan - - - 13,272,746 Changes in proportion and differences between employer contributions and proportionate share of contributions VRS Teacher Retirement Plan - - - 761,993 Total Deferred Inflows of Resources 17,063,170$ 4,637,788$ 21,700,958$ 16,620,186$ 14. Other Postemployment Benefits – Retiree Health Plan Plan Description The City and School Division participate in a single-employer defined benefit healthcare plan (Retiree Health Plan) administered and sponsored by the City. Full-time employees retiring directly from the City must have at least 15 years of service, unless approved for VRS disability, to participate in the Retiree Health Plan. In addition, they must be eligible for retirement under VRS. Eligible employees and dependents covered at the time of retirement may continue participation in the Retiree Health Plan at the same premium levels as active employees. This creates a benefit to the retiree in the form of a lower insurance rate by blending retirees with active employees, also known as an implicit rate subsidy. 85 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) Plan Description (Continued) In addition to the implicit rate subsidy, all pre-65 retirees who retired on or before October 1, 2010 receive a premium subsidy based on their coverage election. If the retiree elects retiree-only coverage, the City contributes between 86% and 96% of the subscriber-only premium. If the retiree elects retiree/spouse, retiree/children, or family coverage, the City contributes between 51% and 60% of the retiree/spouse, retiree/children, or family premium. If the retiree elects retiree/child coverage, the City contributes between 74% and 84% of the retiree/child premium. The actual City contribution within each range depends on the health plan selected by the retiree. For individuals retiring after October 1, 2010, and who were hired before July 1, 2010, the City will contribute 3% of the retiree-only premium for each year of service up to 96% of the total retiree-only premium for the lifetime of the retiree. For employees hired on or after July 1, 2010, the City will contribute 3% of the retiree-only premium for each year of service up to 50% of the total retiree-only premium for the lifetime of the retiree. When a retiree turns age 65 or otherwise becomes eligible for Medicare, the retiree transfers to a Medicare health supplement plan and/or drug plan. These individuals no longer receive the implicit rate subsidy; however, they still receive a premium subsidy. The City contributes 3% of the retiree-only premium for each year of service up to 96% not to exceed $3,300. Employees hired on or after July 1, 2010 are not eligible to receive the Medicare health supplement plan and/or drug plan benefit. Individuals retiring after October 1, 2010, do not receive a premium subsidy for dependents and are responsible to pay the difference in the actual premium rates above the premium subsidy. School Division retirees do not receive any premium subsidy and are responsible to pay the entire premium. The benefits are governed by City Council or School Board policy and can be amended through Council or School Board action. The Retiree Health Plan does not issue a publicly available financial report. The City participates in the OPEB Trust Fund, an irrevocable trust established for the purpose of accumulating assets to fund postemployment benefits other than pensions. The Virginia Pooled OPEB Trust Fund issues a separate report, which may be obtained from VML/VACo Finance Program, 919 East Main Street, Suite 1100, Richmond, Virginia 23219. Employees Covered by Benefit Terms As of June 30, 2021, the date of the latest actuarial valuation for the City and School Division, the following employees were covered by the benefit terms of the Retiree Health Plan: Active employees 478 532 Retired participants 304 29 Total participants 782 561 City of Salem School Division Contributions The Retiree Health Plan is funded through member and employer contributions on a pay-as-you-go basis. City Retirees receiving benefits contribute a minimum of 4% to 14%, 16% to 26%, 40% to 49%, 40% to 48%, and 40% to 48% of the health insurance premium rate for retiree only, retiree + one minor child, retiree + spouse, retiree + children, and family coverage, respectively. The actual contribution within each range depends on the health plan selected by the retiree. School Division Retirees receiving benefits contribute 100% of the health insurance premium rate. During the current year, retired City and School Division members contributed $501,754 and $218,150, respectively, of the total premiums through their required contributions of between $16.40 and $1,707, depending on the type of coverage and years of service. 86 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) Contributions (Continued) The City and School Division contributed $1,653,422 and $140,032, respectively, in pay-as-you-go contributions to the Retiree Health Plan for the year ended June 30, 2022. In addition, the City and School Division contributed $234,930 and $97,135, respectively, to the OPEB Trust Fund. It is the intent of the City and School Division to fully fund the actuarially determined contributions each year. Net OPEB Liability Under the Retiree Health Plan, the City’s and School Division’s net OPEB liabilities were measured as of June 30, 2022. The total OPEB liability used to calculate the net OPEB liability was determined by an actuarial valuation performed as of June 30, 2021. The components of the net OPEB liability as of June 30, 2022, were as follows: City of Salem School Division Total OPEB liability 22,891,289$ 2,324,032$ Plan fiduciary net position 8,956,239 2,062,855 Net OPEB liability 13,935,050$ 261,177$ Plan fiduciary net position as a percentage of total OPEB liability 39.13% 88.76% Actuarial Assumptions The total OPEB liability was determined as part of the actuarial valuation at the date indicated, using the following actuarial assumptions: Valuation date June 30, 2021 Measurement date June 30, 2022 Inflation 2.50% Investment rate of return 6.5%, net of investment expense Pre-65 healthcare cost trend rates City: 5.70% for 2021 graded to 4.00% by 2073 School Division: 5.70% for 2021 graded to 4.00% by 2073 Post-65 healthcare cost trend rates City: 4.80% for 2021 graded to 4.00% by 2073 School Division: N/A Pre-retirement mortality RP-2014 Employee Rates to age 80, Healthy Annuitant Rates at ages 81 and older projected with scale BB to 2020 set back 1 year for males at 85% of rates and set back 1 year for females Post-retirement mortality RP-2014 Employee Rates to age 49, Healthy Annuitant Rates at ages 50 and older projected with scale BB to 2020 set forward 1 year for males and set back 1 year for females with 1.5% increase compounded from ages 70 to 85 Plan Investments In an effort to assist local governments in funding their OPEB liabilities, the Virginia Association of Counties and the Virginia Municipal League established the VACo/VML Pooled OPEB Trust (Trust). The Trust is an irrevocable trust offered to local governments and authorities and is governed by a Board of Trustees consisting of local officials of participants in the Trust. The Board of Trustees has adopted an investment policy to achieve a compound annualized rate of return over a market cycle, including current income and capital appreciation, in excess of 5 percent after inflation, in a manner consistent with prudent risk-taking. Investment decisions of the funds’ assets are made by the Board of Trustees. 87 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) Plan Investments (Continued) The Board of Trustees establishes investment objectives, risk tolerance and asset allocation policies in light of the investment policy, market and economic conditions, and prevailing prudent investment practices. The Board of Trustees monitors the investments to ensure adherence to the adopted policies and guidelines, while also reviewing and evaluating the performance of the investments and its investment advisors in light of available investment opportunities, market conditions, and publicly available indices for the generally accepted evaluation and measurement of such performance. The Trust provides a diversified portfolio consisting of investments in various asset classes such as bonds, domestic equities, international equities and cash. Specific investment information for the Trust can be obtained by writing to VML/VACo Finance Program, 919 East Main Street, Suite 1100, Richmond, Virginia 23219. The Trust categorizes its investments within the fair value hierarchy established by GAAP. A government is permitted in certain circumstances to establish the fair value of an investment that does not have a readily determinable fair value by using the NAV per share (or its equivalent) of the investment. Investments in the Trust are valued using the NAV per share, which is determined by dividing the total value of the Trust by the number of outstanding shares. The NAV per share changes with the value of the underlying investments in the Trust. Generally, participants may redeem their investment at the end of a calendar quarter upon 90 days’ written notice. The Trust currently invests in the following assets classes and strategies: Asset Class Core Fixed Income 21.00% 1.39% 1.28% Large Cap US Equities 26.00% 4.94% 3.46% Small Cap US Equities 10.00% 6.73% 4.18% Foreign Developed Equities 13.00% 6.27% 4.52% Emerging Market Equities 5.00% 8.82% 5.31% Private Real Estate Property 7.00% 4.61% 3.58% Private Equity 5.00% 10.36% 6.15% Commodities 3.00% 1.99% 0.61% Hedge FOF Strategic 10.00% 3.58% 2.67% Assumed Inflation - Mean 2.40% 2.40% Assumed Inflation - Standard Deviation 1.23% 1.23% Portfolio Real Mean Return 4.76% 3.97% Portfolio Nominal Mean Return 7.16% 6.46% Portfolio Standard Deviation 12.28% Long-Term Expected Rate of Return 6.50% Arithmetic Long-Term Target Expected Allocation Rate of Return Geometric Long-Term Expected Rate of Return At June 30, 2022, the Plan held no investments in any one organization that represented 5% or more of fiduciary net position. 88 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) Rate of Return As of June 30, 2022, the annual money-weighted rate of return on the plan investments, net of OPEB plan investment expense, was -9.32% for the City and -9.39% for the School Division. The money- weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amounts actually invested. Discount Rate The discount rate used to measure the total OPEB liability was 6.50%. The projection of cash flows used to determine the discount rate assumed that employer contributions will be made at current contribution rates. Based on the current and historical commitment of the City to fully fund actuarially determined contribution amounts, the Retiree Health Plan’s fiduciary net position combined with future contributions is sufficient to cover all projected future benefit payments. The long-term expected rate of return on plan investments is 6.50% and, when applied to the periods of projected benefit payments, it is not anticipated that the Retiree Health Plan’s assets will be exhausted; therefore, the expected municipal bond rate was not applied in determining the discount rate. Changes in Net OPEB Liability Total Plan Net OPEB Fiduciary OPEB Liability Net Position Liability (a) (b) (a) - (b) City of Salem Balances at June 30, 2021 22,796,606$ 9,644,999$ 13,151,607$ Changes for the year: Service cost 296,489 - 296,489 Interest 1,451,615 - 1,451,615 Contributions - employer - 1,888,352 (1,888,352) Net investment income - (912,887) 912,887 Benefit payments (1,653,421) (1,653,421) - Administrative expenses - (10,804) 10,804 Net changes 94,683 (688,760) 783,443 Balances at June 30, 2022 22,891,289$ 8,956,239$ 13,935,050$ School Division Balances at June 30, 2021 2,239,811$ 2,173,845$ 65,966$ Changes for the year: Service cost 78,070 - 78,070 Interest 146,183 - 146,183 Contributions - employer - 237,167 (237,167) Net investment income - (205,312) 205,312 Benefit payments (140,032) (140,032) - Administrative expenses - (2,813) 2,813 Net changes 84,221 (110,990) 195,211 Balances at June 30, 2022 2,324,032$ 2,062,855$ 261,177$ Increase (Decrease) 89 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) Changes in Net OPEB Liability (Continued) (The previous table presents amounts associated with the primary government. The OPEB Trust Fund financial statements present amounts associated with the primary government and custodial entities.) Sensitivity of the Net OPEB Liability to Changes in the Discount Rate The following presents the net OPEB liability calculated using the discount rate of 6.50%, as well as what the net OPEB liability would be if it were calculated using a discount rate that is one percentage point lower (5.50%) or one percentage point higher (7.50%) than the current rate: 1% Decrease (5.50%) Current Discount (6.50%) 1% Increase (7.50%) City of Salem 16,162,849$ 13,935,050$ 12,007,906$ School Division 439,970 261,177 95,701 Net OPEB Liability Sensitivity of the Net OPEB Liability to Changes in Healthcare Cost Trend Rates The following presents the net OPEB liability calculated using the current healthcare cost trend rate as well as what the net OPEB liability would be if it were calculated using healthcare cost trend rates that are one percentage point lower or one percentage point higher than the current rate: 1% Decrease Current Trend Rate 1% Increase City of Salem 12,557,135$ 13,935,050$ 15,538,719$ School Division 25,473 261,177 534,004 Net OPEB Liability OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended June 30, 2022, the City and School Division recognized OPEB expense of $656,164 and $64,280, respectively. At June 30, 2022, the City and School Division reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources City of Salem Differences between expected and actual experience -$ 1,019,887$ Changes in assumptions 882,530 1,075,013 Net difference between projected and actual earnings on plan investments 329,141 - Total 1,211,671$ 2,094,900$ School Division Differences between expected and actual experience 9,350$ 39,241$ Changes in assumptions 52,993 144,918 Net difference between projected and actual earnings on plan investments 79,817 - Total 142,160$ 184,159$ 90 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 14. Other Postemployment Benefits – Retiree Health Plan (Continued) OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB (Continued) Amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year ended June 30, 2023 (447,546)$ (16,321)$ 2024 (479,360) (23,245) 2025 (527,754) (33,900) 2026 398,565 41,371 2027 157,150 (12,911) Thereafter 15,716 3,007 (883,229)$ (41,999)$ City of Salem School Division 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit Plan Description All full-time, salaried permanent employees of the City and School Division are automatically covered by the VRS Group Life Insurance Program upon employment. This multiple-employer, cost-sharing plan is administered by the Virginia Retirement System (VRS or System), along with pensions and other OPEB plans, for public employer groups in the Commonwealth of Virginia. In addition to the Basic Group Life Insurance benefit, members are also eligible to elect additional coverage for themselves as well as a spouse or dependent children through the Optional Group Life Insurance Program. For members who elect the optional group life insurance coverage, the insurer bills employers directly for the premiums. Employers deduct these premiums from members’ paychecks and pay the premiums to the insurer. Since this is a separate and fully insured program, it is not included as part of the Group Life Insurance Program OPEB. All full-time, salaried permanent (non-professional) employees of the School Division are automatically covered by the multiple-employer, agent defined benefit VRS Political Subdivision Health Insurance Credit Program upon employment. All full-time, salaried permanent (professional) employees of the School Division are automatically covered by the multiple-employer, cost-sharing VRS Teacher Employee Health Insurance Credit Program. The plans are administered by VRS, along with pension and other OPEB plans, for public employer groups in the Commonwealth of Virginia. Members earn one month of service credit toward the benefit for each month they are employed and for which their employer pays contributions to VRS. The health insurance credit is a tax-free reimbursement in an amount set by the General Assembly for each year of service credit against qualified health insurance premiums retirees pay for single coverage, excluding any portion covering the spouse or dependents. The credit cannot exceed the amount of the premiums and ends upon the retiree’s death. The specific information about each plan, including eligibility, coverage and benefits is set out below: GROUP LIFE INSURANCE PROGRAM Eligible Employees – The Group Life Insurance Program was established July 1, 1960, for state employees, teachers and employees of political subdivisions that elect the program, including the following employers that do not participate in VRS for retirement:  City of Richmond  City of Portsmouth  City of Roanoke  City of Norfolk  Roanoke City School Board 91 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Plan Description (Continued) GROUP LIFE INSURANCE PROGRAM (Continued) Basic group life insurance coverage is automatic upon employment. Coverage ends for employees who leave their position before retirement eligibility or who take a refund of their accumulated member contributions and accrued interest. Benefit Amounts – The benefits payable under the Group Life Insurance Program have several components.  Natural Death Benefit – The natural death benefit is equal to the employee’s covered compensation rounded to the next highest thousand and then doubled.  Accidental Death Benefit – The accidental death benefit is double the natural death benefit.  Other Benefit Provisions – In addition to the basic natural and accidental death benefits, the program provides additional benefits provided under specific circumstances. These include: o Accidental dismemberment benefit o Seatbelt benefit o Repatriation benefit o Felonious assault benefit o Accelerated death benefit option Reduction in Benefit Amounts – The benefit amounts provided to members covered under the Group Life Insurance Program are subject to a reduction factor. The benefit amount reduces by 25% on January 1st following one calendar year of separation. The benefit amount reduces by an additional 25% on each subsequent January 1st until it reaches 25% of its original value. Minimum Benefit Amounts and Cost-of-Living Adjustment (COLA) – For covered members with at least 30 years of service credit, there is a minimum benefit payable under the Group Life Insurance Program. The minimum benefit was set at $8,000 by statute in 2015. This will be increased annually based on the VRS Plan 2 cost-of-living adjustment calculation. The minimum benefit adjusted for the COLA was $8,722 as of June 30, 2022. POLITICAL SUBDIVISION HEALTH INSURANCE CREDIT PROGRAM Eligible Employees – The Political Subdivision Health Insurance Credit Program was established July 1, 1993, for retired political subdivision employees of employers who elect the benefit and who retire with at least 15 years of service credit. Eligible employees are enrolled automatically upon employment. They include:  Full-time permanent salaried employees of the participating political subdivision who are covered under the VRS pension plan. Benefit Amounts – The Political Subdivision Health Insurance Credit Program provides the following benefits for eligible employees:  At Retirement – For employees who retire, the monthly benefit is $1.50 per year of service per month with a maximum benefit of $45.00 per month.  Disability Retirement – For employees who retire on disability or go on long-term disability under the Virginia Local Disability Program (VLDP), the monthly benefit is $45.00 per month. 92 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Plan Description (Continued) POLITICAL SUBDIVISION HEALTH INSURANCE CREDIT PROGRAM (Continued) Health Insurance Credit Program Notes:  The monthly health insurance credit benefit cannot exceed the individual premium amount.  No health insurance credit for premiums paid and qualified under LODA; however, the employee may receive the credit for premiums paid for other qualified health plans.  Employees who retire after being on long-term disability under VLDP must have at least 15 years of service credit to qualify for the health insurance credit as a retiree. TEACHER EMPLOYEE HEALTH INSURANCE CREDIT PROGRAM Eligible Employees – The Teacher Employee Health Insurance Credit Program was established July 1, 1993, for retired teacher employees covered under VRS who retire with at least 15 years of service credit. Eligible employees are enrolled automatically upon employment. They include:  Full-time permanent (professional) salaried employees of public school divisions covered under VRS. Benefit Amounts – The Teacher Employee Health Insurance Credit Program provides the following benefits for eligible employees:  At Retirement – For teachers and other professional school employees who retire, the monthly benefit is $4.00 per year of service per month with no cap on the benefit amount.  Disability Retirement – For teachers and other professional school employees who retire on disability or go on long-term disability under the VLDP, the monthly benefit is either: o $4.00 per month, multiplied by twice the amount of service credit, or o $4.00 per month, multiplied by the amount of service earned had the employee been active until age 60, whichever is lower. Health Insurance Credit Program Notes:  The monthly health insurance credit benefit cannot exceed the individual premium amount.  Employees who retire after being on long-term disability under VLDP must have at least 15 years of service credit to qualify for the health insurance credit as a retiree. Employees Covered by Benefit Terms As of the June 30, 2020, actuarial valuation, the following employees were covered by the benefit terms of the Political Subdivision Health Insurance Credit OPEB plan: Inactive members or their beneficiaries currently receiving benefits 25 Inactive members: Vested inactive members 2 Total inactive members 27 Active members 62 Total covered employees 89 93 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Contributions The contribution requirements for the Group Life Insurance Program are governed by §51.1-506 and §51.1-508 of the Code of Virginia, as amended, but may be impacted as a result of funding provided to state agencies and school divisions by the Virginia General Assembly. The total rate for the Group Life Insurance Program was 1.34% of covered employee compensation. This was allocated into an employee and an employer component using a 60/40 split. The employee component was 0.80% (1.34% x 60%), and the employer component was 0.54% (1.34% x 40%). Employers may elect to pay all or part of the employee contribution, however the employer must pay all of the employer contribution. Each employer’s contractually required employer contribution rate for the year ended June 30, 2022, was 0.54% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. The actuarially determined rate, when combined with employee contributions, was expected to finance the costs of benefits payable during the year, with an additional amount to finance any unfunded accrued liability. Employer contributions from the City were $133,026 and $125,503 for the years ended June 30, 2022, and June 30, 2021, respectively. Employer contributions from the School Division for non-professional employees were $7,833 and $6,864 for the years ended June 30, 2022, and June 30, 2021, respectively. Employer contributions from the School Division for professional employees were $141,458 and $128,847 for years ended June 30, 2022, and June 30, 2021, respectively. The contribution requirement for active employees in the Political Subdivision Health Insurance Credit Program is governed by §51.1-1402(E) of the Code of Virginia, as amended, but may be impacted as a result of funding options provided to political subdivisions by the Virginia General Assembly. The School Division’s contractually required employer contribution rate for the year ended June 30, 2022, was 0.68% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. The actuarially determined rate was expected to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. The School Division elected to provide an additional optional employer contribution of 0.45% of covered employee compensation for the year ended June 30, 2022. Contributions from the School Division were $16,387 and $8,589 for years ended June 30, 2022, and June 30, 2021, respectively. During the 2020 session, House Bill 1513 was enacted. This bill required the addition of health insurance credit benefits for non-teacher school division employees effective July 1, 2021. While benefit payments became effective July 1, 2021, employers were required to pre-fund the benefits beginning July 1, 2020. The bill impacted 95 employers and resulted in approximately $2.5 million of additional employer contributions in fiscal year 2021. The contribution requirement for active employees in the Teacher Employee Health Insurance Credit Program is governed by §51.1-1401(E) of the Code of Virginia, as amended, but may be impacted as a result of funding provided to school divisions by the Virginia General Assembly. Each school division’s contractually required employer contribution rate for the year ended June 30, 2022, was 1.21% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2019. The actuarially determined rate was expected to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. Contributions from the School Division were $316,973 and $287,648 for years ended June 30, 2022, and June 30, 2021, respectively. Net OPEB Liability Under the Political Subdivision Health Insurance Credit Program, the School Division’s net OPEB liability was measured as of June 30, 2021. The total OPEB liability for this program was determined by an actuarial valuation performed as of June 30, 2020, using updated actuarial assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. 94 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Net OPEB Liability (Continued) Under the Group Life Insurance Program, the City, School Division non-professional employees, and School Division professional employees reported liabilities of $1,290,302, $71,486, and $1,341,822, respectively, for their proportionate shares of the Group Life Insurance Program net OPEB liability as of June 30, 2022. Under the Teacher Employee Health Insurance Credit Program, the School Division reported a liability of $3,445,100 for its proportionate share of the Teacher Employee Health Insurance Credit Program net OPEB liability as of June 30, 2022. The net OPEB liabilities for the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program were measured as of June 30, 2021, and the total OPEB liabilities used to calculate the net OPEB liabilities for each plan were determined by an actuarial valuation performed as of June 30, 2020, and rolled forward to the measurement date of June 30, 2021. The covered employer’s proportions of the net OPEB liabilities for the Group Life Insurance Program and Teacher Employee Health Insurance Credit program were based on the covered employer’s actuarially determined employer contributions to the plans for the year ended June 30, 2021, relative to the total of the actuarially determined employer contributions for all participating employers. At June 30, 2021, the proportions of the Group Life Insurance Program for the City, School Division non-professional employees, and School Division professional employees were 0.11657%, 0.00614%, and 0.11525%, respectively, as compared to 0.11949%, 0.00623%, and 0.11525%, respectively, at June 30, 2020. At June 30, 2021, the proportion of the Teacher Employee Health Insurance Credit Program for the School Division was 0.26840%, as compared to 0.27051% at June 30, 2020. The net OPEB liabilities for the Group Life Insurance Program and the Teacher Employee Health Insurance Credit Program represent each program’s total OPEB liability determined in accordance with GAAP, less the associated fiduciary net position. As of the measurement date of June 30, 2021, net OPEB liability amounts are as follows (amounts expressed in thousands): Group Life Teacher Insurance Employee HIC OPEB Program OPEB Program Total OPEB liability 3,577,346$ 1,477,874$ Plan fiduciary net position 2,413,074 194,305 Net OPEB liability 1,164,272$ 1,283,569$ Plan fiduciary net position as a percentage of total OPEB liability 67.45%13.15% The total OPEB liabilities for the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program are calculated by the System’s actuary, and each plan’s fiduciary net position is reported in the System’s financial statements. The net OPEB liabilities for the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program are disclosed in accordance with the requirements of GAAP in the System’s notes to the financial statements and required supplementary information. 95 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – General Employees The total OPEB liabilities for general employees in the Group Life Insurance Program and Political Subdivision Health Insurance Credit Program were based on actuarial valuations as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. Inflation 2.50% Salary increases, including inflation Teachers 3.50% - 5.95% Locality – General employees 3.50% - 5.35% Locality – Hazardous Duty employees 3.50% - 4.75% Investment rate of return 6.75%, net of plan investment expenses, including inflation Group Life Insurance Program – Mortality Rates – Largest Ten Locality Employers – Non-Hazardous Duty: Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; males set forward 2 years; 105% of rates for females set forward 3 years Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 95% of rates for males set forward 2 years; 95% of rates for females set forward 1 year Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 110% of rates for males set forward 3 years; 110% of rates for females set forward 2 years Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates Group Life Insurance Program – Mortality Rates – Non-Largest Ten Locality Employers – Non- Hazardous Duty: Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; males set forward 2 years; 105% of rates for females set forward 3 years Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 95% of rates for males set forward 2 years; 95% of rates for females set forward 1 year Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 110% of rates for males set forward 3 years; 110% of rates for females set forward 2 years Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates 96 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – General Employees (Continued) For general employees in the Group Life Insurance Program, the actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action are as follows: Largest Ten Locality Employers – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each age and service decrement through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change Non-Largest Ten Locality Employers – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each age and service decrement through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change Political Subdivision Health Insurance Credit Program – Mortality Rates – Largest Ten Locality Employers – Non-Hazardous Duty:  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rate for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years  Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates 97 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – General Employees (Continued) Political Subdivision Health Insurance Credit Program – Non-Largest Ten Locality Employers – Non- Hazardous Duty:  Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years  Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rate for males; 105% of rates for females set forward 3 years  Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years  Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years  Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates For general employees in the Political Subdivision Health Insurance Credit Program, the actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action in the Political Subdivision Health Insurance Credit Program are as follows: Largest Ten Locality Employers – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each age and service decrement through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change Non-Largest Ten Locality Employers – Non-Hazardous Duty:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each age and service decrement through 9 years of service  Disability Rates – No change  Salary Scale – No change  Line of Duty Disability – No change  Discount Rate – No change 98 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – Public Safety Employees with Hazardous Duty Benefits The total OPEB liability for public safety employees with hazardous duty benefits in the Group Life Insurance Program was based on an actuarial valuation as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. Inflation 2.50% Salary increases, including inflation Teachers 3.50% - 5.95% Locality – General employees 3.50% - 5.35% Locality – Hazardous Duty employees 3.50% - 4.75% Investment rate of return 6.75%, net of plan investment expenses, including inflation Group Life Insurance Program – Mortality Rates – Largest Ten Locality Employers – Hazardous Duty: Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rates for males; 105% of rates for females set forward 3 years Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates Group Life Insurance Program – Mortality Rates – Non-Largest Ten Locality Employers – Hazardous Duty: Pre-Retirement – Pub-2010 Amount Weighted Safety Employee Rates projected generationally; 95% of rates for males; 105% of rates for females set forward 2 years Post-Retirement – Pub-2010 Amount Weighted Safety Healthy Retiree Rates projected generationally; 110% of rates for males; 105% of rates for females set forward 3 years Post-Disablement – Pub-2010 Amount Weighted General Disabled Rates projected generationally; 95% of rates for males set back 3 years; 90% of rates for females set back 3 years Beneficiaries and Survivors – Pub-2010 Amount Weighted Safety Contingent Annuitant Rates projected generationally; 110% of rates for males and females set forward 2 years Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates 99 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – Public Safety Employees with Hazardous Duty Benefits (Continued) For hazardous duty employees in the Group Life Insurance Program, the actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study in the Group Life Insurance Program are as follows: Largest Ten Locality Employers – Hazardous Duty: Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020 Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 65 to 70 Withdrawal Rates – Decreased rates Disability Rates – No change Salary Scale – No change Line of Duty Disability – No change Discount Rate – No change Non-Largest Ten Locality Employers – Hazardous Duty: Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020 Retirement Rates – Adjusted rates to better fit experience and changed final retirement age from 65 to 70 Withdrawal Rates – Decreased rates and changed from rates based on age and service to rates based on service only to better fit experience and to be more consistent with Locals Top 10 Hazardous Duty Disability Rates – No change Salary Scale – No change Line of Duty Disability – No change Discount Rate – No change Actuarial Assumptions – Teachers The total OPEB liabilities for teachers and administrative employees of the School Division in the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program were based on actuarial valuations as of June 30, 2020, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2021. Inflation 2.50% Salary increases, including inflation Teachers 3.50% - 5.95% Locality – General employees 3.50% - 5.35% Locality – Hazardous Duty employees 3.50% - 4.75% Investment rate of return 6.75%, net of plan investment expenses, including inflation 100 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Actuarial Assumptions – Teachers (Continued) Group Life Insurance Program and Teacher Employee Health Insurance Credit Program – Mortality Rates:  Pre-Retirement – Pub-2010 Amount Weighted Teachers Employee Rates projected generationally; 110% of rates for males  Post-Retirement – Pub-2010 Amount Weighted Teachers Healthy Retiree Rates projected generationally; males set forward 1 year; 105% of rates for females  Post-Disablement – Pub-2010 Amount Weighted Teachers Disabled Rates projected generationally; 110% of rates for males and females  Beneficiaries and Survivors – Pub-2010 Amount Weighted Teachers Contingent Annuitant Rates projected generationally  Mortality Improvement Scale – Rates projected generationally with Modified MP-2020 Improvement Scale that is 75% of the MP-2020 rates For teachers and administrative employees of the School Division in the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program, the actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the four-year period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action in the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program are as follows:  Mortality Rates (Pre-retirement, post-retirement healthy, and disabled) – Updated to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Improvement Scale MP-2020  Retirement Rates – Adjusted rates to better fit experience for Plan 1; set separate rates based on experience for Plan 2/Hybrid; changed final retirement age from 75 to 80 for all  Withdrawal Rates – Adjusted rates to better fit experience at each age and service decrement through 9 years of service  Disability Rates – No change  Salary Scale – No change  Discount Rate – No change Long-Term Expected Rate of Return The long-term expected rate of return on the System’s investments was determined using a log-normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected returns, net of System’s investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target asset allocation and best estimate of arithmetic real rates of return for each major asset class are summarized in the table on the next page. 101 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Long-Term Expected Rate of Return (Continued) Asset Class (Strategy) Target Allocation Arithmetic Long-Term Expected Rate of Return Weighted Average Long-Term Expected Rate of Return* Public Equity 34.00% 5.00% 1.70% Fixed Income 15.00% 0.57% 0.09% Credit Strategies 14.00% 4.49% 0.63% Real Assets 14.00% 4.76% 0.67% Private Equity 14.00% 9.94% 1.39% MAPS - Multi-Asset Public Strategies 6.00% 3.29% 0.20% PIP - Private Investment Partnership 3.00% 6.84% 0.21% Total 100.00% 4.89% Inflation 2.50% * Expected arithmetic nominal return 7.39% * The above allocation provides a one-year return of 7.39%. However, one-year returns do not take into account the volatility present in each of the asset classes. In setting the long-term expected return for the System, stochastic projections are employed to model future returns under various economic conditions. These results provide a range of returns over various time periods that ultimately provide a median return of 6.94%, including expected inflation of 2.50%. * On October 10, 2019, the VRS Board elected a long-term rate of 6.75%, which was roughly at the 40th percentile of expected long-term results of the VRS fund asset allocation at that time, providing a median return of 7.11%, including expected inflation of 2.50%. Discount Rate – Group Life Insurance Program and Teacher Employee Health Insurance Credit Program For the Group Life Insurance Program and Teacher Employee Health Insurance Credit Program, the discount rate used to measure the total OPEB liability was 6.75%. The projection of cash flows used to determine the discount rate assumed that employer contributions will be made in accordance with the VRS funding policy and at rates equal to the actuarially determined contribution rates adopted by the VRS Board of Trustees. Through the fiscal year ending June 30, 2021, the rate contributed by the entity for OPEB will be subject to the portion of the VRS Board-certified rates that are funded by the Virginia General Assembly, which was 100% of the actuarially determined contribution rate. From July 1, 2021, on, employers are assumed to continue to contribute 100% of the actuarially determined contribution rates. Based on those assumptions, the OPEB plans’ fiduciary net positions were projected to be available to make all projected future benefit payments of eligible employees. Therefore, the long-term expected rate of return was applied to all periods of projected benefit payments to determine the total OPEB liabilities. 102 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Discount Rate – Political Subdivision Health Insurance Credit Program For the Political Subdivision Health Insurance Credit Program, the discount rate used to measure the total OPEB liability was 6.75%. The projection of cash flows used to determine the discount rate assumed that employer contributions will be made in accordance with the VRS funding policy at rates equal to the difference between actuarially determined contribution rates adopted by the VRS Board of Trustees and the member rate. Through the fiscal year ending June 30, 2021, the rate contributed by the entity for OPEB was 100% of the actuarially determined contribution rates. From July 1, 2021, on, employers are assumed to continue to contribute 100% of the actuarially determined contribution rates. Based on those assumptions, the OPEB plan’s fiduciary net position was projected to be available to make all projected future benefit payments of eligible employees. Therefore, the long-term expected rate of return was applied to all periods of projected benefit payments to determine the total OPEB liability. Changes in Net OPEB Liability Total OPEB Liability (a) Plan Fiduciary Net Position (b) Net OPEB Liability (a) - (b) Balances at June 30, 2020 127,808$ 61,885$ 65,923$ Changes for the year: Service cost 4,085 - 4,085 Interest 8,118 - 8,118 Changes in assumptions 2,663 - 2,663 Differences between expected and actual experience (750) - (750) Contributions - employer - 8,589 (8,589) Net investment income - 15,149 (15,149) Benefit payments (15,100) (15,100) - Administrative expenses - (164) 164 Net changes (984) 8,474 (9,458) Balances at June 30, 2021 126,824$ 70,359$ 56,465$ School Division - Political Subdivision Health Insurance Credit Increase (Decrease) Sensitivity of the Net OPEB Liability to Changes in the Discount Rate The following presents the City’s and School Division’s proportionate shares of the Group Life Insurance Program net GLI OPEB liability, the School Division’s Political Subdivision Health Insurance Credit Program net HIC OPEB liability, and the School Division’s proportionate share of the Teacher Employee Health Insurance Credit Program net HIC OPEB liability using the discount rate of 6.75%, as well as what the net OPEB liabilities would be if they were calculated using a discount rate that is one percentage point lower (5.75%) or one percentage point higher (7.75%) than the current rate: 103 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) Sensitivity of the Net OPEB Liability to Changes in the Discount Rate (Continued) 1% Decrease (5.75%) Current Discount (6.75%) 1% Increase (7.75%) Group Life Insurance 1,885,179$ 1,290,302$ 809,913$ School Division Group Life Insurance (Non-Professional) 104,444 71,486 44,871 Group Life Insurance (Professional) 1,960,451 1,341,822 842,251 Political Subdivision Health Insurance Credit 68,810 56,465 45,883 Teacher Employee Health Insurance Credit 3,878,228 3,445,100 3,078,571 Net OPEB Liability City of Salem OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended June 30, 2022, the City and School Division recognized Group Life Insurance OPEB expense of $27,972 for City employees, $1,800 for non-professional School Division employees, and $44,769 for professional School Division employees. For the year ended June 30, 2022, the School Division recognized Political Subdivision Health Insurance Credit Program OPEB expense of ($2,311) and Teacher Employee Health Insurance Credit Program OPEB expense of $255,734. Since there were changes in proportionate share between measurement dates for the Group Life Insurance Program and the Teacher Employee Health Insurance Credit Program, portions of the OPEB expenses for those plans were related to deferred amounts from changes in proportion. At June 30, 2022, the City and School Division reported deferred outflows of resources and deferred inflows of resources related to Group Life Insurance (GLI) Program and Health Insurance Credit (HIC) Program OPEB from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources City of Salem - GLI Differences between expected and actual experience 148,769$ 9,939$ Net difference between projected and actual earnings on program investments - 311,332 Changes in assumptions 71,912 178,469 Changes in proportion 16,824 90,802 Employer contributions subsequent to the measurement date 133,026 - Total 370,531$ 590,542$ 104 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB (Continued) Deferred Outflows of Resources Deferred Inflows of Resources School Division - Non-Professional GLI Differences between expected and actual experience 8,153$ 545$ Net difference between projected and actual earnings on program investments - 17,062 Changes in assumptions 3,941 9,781 Changes in proportion 653 5,746 Employer contributions subsequent to the measurement date 7,833 - Total 20,580$ 33,134$ School Division - Professional GLI Differences between expected and actual experience 153,040$ 10,224$ Net difference between projected and actual earnings on program investments - 320,264 Changes in assumptions 73,974 183,590 Changes in proportion 1,326 34,601 Employer contributions subsequent to the measurement date 141,458 - Total 369,798$ 548,679$ School Division - Political Subdivision HIC Differences between expected and actual experience -$ 9,380$ Changes in assumptions 2,844 - Net difference between projected and actual earnings on program investments - 6,987 Employer contributions subsequent to the measurement date 16,387 - Total 19,231$ 16,367$ School Division - Teacher Employee HIC Differences between expected and actual experience -$ 60,117$ Net difference between projected and actual earnings on program investments - 45,382 Changes in assumptions 93,127 13,846 Changes in proportion 14,111 110,387 Employer contributions subsequent to the measurement date 316,973 - Total 424,211$ 229,732$ 105 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 15. Other Postemployment Benefits – Group Life Insurance and Health Insurance Credit (Continued) OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB (Continued) The deferred outflow of resources related to OPEB resulting from the City’s contribution of $133,026 subsequent to the measurement date will be recognized as a reduction of the net OPEB liability in the fiscal year ending June 30, 2023. The deferred outflows of resources related to OPEB resulting from the School Division’s contributions of $7,833, $141,458, $16,387, and $316,973 subsequent to the measurement date will be recognized reductions of the net pension liabilities in the fiscal year ended June 30, 2023. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense in future reporting periods as follows: Year ended June 30, 2023 (89,726)$ 2024 (71,568) 2025 (60,487) 2026 (105,356) 2027 (25,900) (353,037)$ GLI City of Salem Year ended June 30, 2023 (4,650)$ (76,306)$ (5,578)$ (29,057)$ 2024 (4,102) (60,425) (3,887) (29,572) 2025 (4,270) (59,303) (1,954) (25,498) 2026 (6,091) (104,601) (2,104) (22,426) 2027 (1,274) (19,704) - (10,304) Thereafter - - - (5,637) (20,387)$ (320,339)$ (13,523)$ (122,494)$ School Division GLI Non-Professional GLI Professional Political Subdivision HIC Teacher Employee HIC Payables to the OPEB Plans At June 30, 2022, the City had a payable of $29,155 to VRS under the Group Life Insurance Program, the School Division had a payable of $1,808 to VRS under the Group Life Insurance Program for non- professional employees, and the School Division had a payable of $33,796 to VRS under the Group Life Insurance Program for professional employees. These payables related to contributions for the June 2022 payroll. At June 30, 2022, the School Division had a payable of $1,525 to VRS under the Political Subdivision Health Insurance Credit Program and a payable of $30,513 to VRS under the Teacher Employee Health Insurance Credit Program. These payables related to contributions for the June 2022 payroll. Program Plan Data Information about the Group Life Insurance Program, the Political Subdivision Health Insurance Credit Program, and the Teacher Employee Health Insurance Credit Program is available in the separately issued VRS 2021 Annual Comprehensive Financial Report (ACFR). A copy of the VRS 2021 ACFR may be downloaded from the VRS website at http://www.varetire.org/pdf/publications/2021-annual- report.pdf, or by writing to the System’s Chief Financial Officer at P.O. Box 2500, Richmond, VA, 23218- 2500. 106 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 16. Summary of Other Postemployment Benefit Elements A summary of the other postemployment benefit financial statement elements is as follows: Governmental Activities Business-Type Activities Total Primary Government Component Units OPEB Expense Retiree Health Plan 519,246$ 136,918$ 656,164$ 64,280$ VRS Retirement Plan - GLI 21,994 5,978 27,972 1,800 VRS Retirement Plan - HIC - - - (2,311) VRS Teacher Retirement Plan - GLI - - - 44,769 VRS Teacher Retirement Plan - HIC - - - 255,734 Total OPEB Expense 541,240$ 142,896$ 684,136$ 364,272$ Net OPEB Liability Retiree Health Plan 10,669,278$ 3,265,772$ 13,935,050$ 261,177$ VRS Retirement Plan - GLI 1,006,514 283,788 1,290,302 71,486 VRS Retirement Plan - HIC - - - 56,465 VRS Teacher Retirement Plan - GLI - - - 1,341,822 VRS Teacher Retirement Plan - HIC - - - 3,445,100 Total OPEB Liability 11,675,792$ 3,549,560$ 15,225,352$ 5,176,050$ Deferred Outflows of Resources Differences between expected and actual experience Retiree Health Plan -$ -$ -$ 9,350$ VRS Retirement Plan - GLI 116,976 31,793 148,769 8,153 VRS Teacher Retirement Plan - GLI - - - 153,040 Net difference between projected and actual earnings on program investments Retiree Health Plan 260,461 68,680 329,141 79,817 VRS Retirement Plan - GLI 56,543 15,369 71,912 - Changes in assumptions Retiree Health Plan 698,376 184,154 882,530 52,993 VRS Retirement Plan - GLI - - - 3,941 VRS Retirement Plan - HIC - - - 2,844 VRS Teacher Retirement Plan - GLI - - - 73,974 VRS Teacher Retirement Plan - HIC - - - 93,127 Changes in proportion VRS Retirement Plan - GLI 13,228 3,596 16,824 653 VRS Teacher Retirement Plan - GLI - - - 1,326 VRS Teacher Retirement Plan - HIC - - - 14,111 Employer contributions subsequent to the measurement date VRS Retirement Plan - GLI 105,134 27,892 133,026 7,833 VRS Retirement Plan - HIC - - - 16,387 VRS Teacher Retirement Plan - GLI - - - 141,458 VRS Teacher Retirement Plan - HIC - - - 316,973 Total Deferred Outflows of Resources 1,250,718$ 331,484$ 1,582,202$ 975,980$ 107 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 16. Summary of Other Postemployment Benefit Elements (Continued) Governmental Activities Business-Type Activities Total Primary Government Component Units Deferred Inflows of Resources Differences between expected and actual experience Retiree Health Plan 807,072$ 212,815$ 1,019,887$ 39,241$ VRS Retirement Plan - GLI 7,815 2,124 9,939 545 VRS Retirement Plan - HIC - - - 9,380 VRS Teacher Retirement Plan - GLI - - - 10,224 VRS Teacher Retirement Plan - HIC - - - 60,117 Net difference between projected and actual earnings on program investments VRS Retirement Plan - GLI 244,794 66,538 311,332 17,062 VRS Retirement Plan - HIC - - 6,987 VRS Teacher Retirement Plan - GLI - - - 320,264 VRS Teacher Retirement Plan - HIC - - - 45,382 Changes in assumptions Retiree Health Plan 850,695 224,318 1,075,013 144,918 VRS Retirement Plan - GLI 140,328 38,141 178,469 9,781 VRS Teacher Retirement Plan - GLI - - - 183,590 VRS Teacher Retirement Plan - HIC - - - 13,846 Changes in proportion VRS Retirement Plan - GLI 71,397 19,405 90,802 5,746 VRS Teacher Retirement Plan - GLI - - - 34,601 VRS Teacher Retirement Plan - HIC - - - 110,387 Total Deferred Inflows of Resources 2,122,101$ 563,341$ 2,685,442$ 1,012,071$ 17. Commitments and Contingencies Construction Commitments Active construction projects at the end of the year are as follows: Spent To Date Remaining Contract Digester Project - WVWA (Salem Portion) 1,297,409$ 1,023,028$ Electric Substation Upgrades 10,994,145 604,547 Salem High School Renovation 25,396,312 1,732,359 Salem High School Fieldhouse Renovation 620,068 3,160,591 East Salem Elementary HVAC Upgrades 581,535 232,073 West Salem Elementary Roof Replacement - 456,887 38,889,469$ 7,209,485$ Electrical Service On July 1, 2006, the City entered into an agreement with American Electric Power Service Corporation to purchase electricity for consumption and resale to City residents. The rates are recalculated annually based on the supplier’s cost. As part of the agreement, an annual cost true-up is required based upon American Electric Power’s FERC filing. The City’s policy is to recognize the true-up as an expense when it is billed. The true-up for December 31, 2021 resulted in an expense of $247,762 in the current fiscal year. The agreement expires May 31, 2026 with two possible five-year period renewals and may be terminated under certain circumstances. On July 1, 2006, the City entered into an agreement with the United States Department of Energy to purchase electricity during American Electric Power’s peak usage periods. The agreement requires a 37-month notification prior to termination. 108 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 17. Commitments and Contingencies (Continued) Water and Wastewater Treatment Contract On July 1, 2021, the City entered into a new agreement with the Western Virginia Water Authority to sell surplus water at a bulk rate determined by a mutually agreed upon formula. The agreement automatically renews for 10-year terms upon expiration and requires a 24-month notification prior to termination. On November 1, 2003, the City entered into an agreement with the City of Roanoke, Virginia for the transportation and treatment of wastewater and to fund a portion of certain sewage treatment plant improvements. Rates for the former services are adjusted annually, while the costs recognized by the City for the latter have been capitalized as the sewage treatment contract in capital assets. The agreement expires October 31, 2033. On July 1, 2004, the Western Virginia Water Authority (WVWA) was created by the County of Roanoke and the City of Roanoke. The WVWA is a full-service authority that provides water and wastewater treatment to the Roanoke Valley region. This authority assumed the previously mentioned wastewater treatment contractual obligation. Special Services On July 1, 1973, the City entered into an agreement with the County of Roanoke, Virginia for social services, agricultural and home demonstration services and jail services. The agreement can be renewed or terminated at the end of any two-year period with proper notice. Participation Agreement On October 10, 2016, the City entered into a participation agreement with the Western Virginia Regional Industrial Facility Authority (WVRIFA), the County of Roanoke, and the City of Roanoke to acquire the property at Wood Haven Road to be used for an industrial park or other economic development purpose. The City’s proportionate share of this agreement is 11.6% and costs will not exceed $1,200,000 payable through 2037. Consent Order On December 8, 2005, the Virginia Department of Environmental Quality issued a State Water Control Board Enforcement Action Special Order by Consent to the City for the purpose of resolving certain alleged violations of the State Water Control Law and the Regulations. The action requires the City to identify sources of inflow and infiltration into the sanitary sewer system that lead to overflows and Wastewater Treatment Plant bypasses and perform actions to improve the system on the approved schedule as defined in the Corrective Action Plan completed on September 28, 2007. The project costs through 2029 are anticipated to be approximately $15.7 million. Special Purpose Grants Special purpose grants are subject to audit to determine compliance with their requirements. City officials believe that if any refunds are required, they will be immaterial. Litigation Various claims and lawsuits are pending against the City. In the opinion of management, after consulting with legal counsel, the potential loss on all claims and lawsuits will not materially affect the City’s financial position. 109 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 18. Tax Abatements Under the authority provided by the Code of Virginia sections 15.2-4905 and 58.1-3221, the City, along with the Economic Development Authority, entered into several performance agreements with companies to provide economic development incentive payments for rehabilitation, renovation, and replacement of commercial or industrial properties. Each company must meet certain capital expenditure and development requirements as specified in the performance agreement in order to qualify for the incentive payments. Incentive payments may include one of the following or any combination of the following:  Annual rebate payments equal to the difference in additional real estate taxes resulting from rehabilitation, renovation, or replacement of the associated property.  Annual rebate payments based on personal property taxes, retail sales tax, meals tax, lodging tax, and business license tax received by the City from the company.  One-time grant payments to assist in costs of rehabilitation, renovation, or replacement of the associated property. Rebate payments commence upon completion of the rehabilitation, renovation, or replacement, or on January 1 of the year following completion of the rehabilitation, renovation, or replacement and shall run for a period as specified in each performance agreement, typically between five and ten years. In fiscal year 2022, tax abatements for economic development incentives totaled $60,616. 19. Jointly Governed Organizations The following entities are considered to be jointly governed. The City has no ongoing financial responsibility or interest in jointly governed organizations. Roanoke Valley Resource Authority The County of Roanoke, the Cities of Roanoke and Salem, and the Town of Vinton jointly participate in the Roanoke Valley Resource Authority (RVRA), which operates the regional sanitary landfill, waste collection and transfer station, and related treatment facilities. RVRA is governed by a seven-member board, of which one member is appointed by the City. The City has control over the budget and financing for RVRA only to the extent of representation by the board member appointed. The participating localities are each responsible for their pro rata share, based on population, of any year- end operating deficit. For the fiscal year ended June 30, 2022, the City remitted $906,260 to RVRA for services. Financial statements may be obtained from RVRA at 1020 Hollins Road NE, Roanoke, Virginia 24012. Blue Ridge Behavioral Healthcare The Counties of Botetourt, Craig and Roanoke and the Cities of Roanoke and Salem formed Blue Ridge Behavioral Healthcare (BRBH) to provide a system of comprehensive community mental health, intellectual disability and substance abuse services. BRBH is governed by a 16-member board; three members are appointed by the City. Each locality’s financial obligation is based on the type and amount of services performed for individuals in the locality. For the year ended June 30, 2022, the City remitted $199,455 to BRBH for services. Financial statements may be obtained from BRBH at 301 Elm Avenue SW, Roanoke, Virginia, 24016. Roanoke Valley Detention Commission The Counties of Botetourt, Franklin and Roanoke and the Cities of Roanoke and Salem formed the Roanoke Valley Detention Commission (Commission) to renovate, expand and operate a detention facility for juveniles. The Commission is governed by a six-member board, of which one member is appointed by the City. Each locality’s financial obligation is calculated as its percentage of utilization or average daily population, for the previous three fiscal years. The Commission has the authority to issue debt and such debt is the responsibility of the Commission. For the year ended June 30, 2022, the City remitted $100,956 to the Commission for per diem charges. Financial statements may be obtained from the Commission at 498 Coyner Springs Road, Roanoke, Virginia 24012. 110 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 19. Jointly Governed Organizations (Continued) Roanoke Valley Regional Fire/EMS Training Center The County of Roanoke, the Cities of Roanoke and Salem and the Town of Vinton jointly operate a fire/EMS training center (Center). The Center is governed by a committee designated by the participating jurisdictions. New fire/EMS recruits are required to take a 17-week training course at the facility before being assigned to a station. After completion of the training, the new recruits are state certified. Each jurisdiction is responsible for a percentage of the annual operating costs of the facility. The City of Salem is responsible for 8% of the annual operating costs. For the year ended June 30, 2022, the City remitted $7,090 for operating costs of the facility. Financial statements may be obtained from the Center at 1220 Kessler Mill Road, Salem, Virginia 24153. Western Virginia Regional Jail Authority The Counties of Franklin, Montgomery and Roanoke and the City of Salem formed the Western Virginia Regional Jail Authority (Jail Authority) to develop and operate a regional jail. The Jail Authority is governed by a 12-member board; three from each participating locality. Each locality’s financial obligation, which includes operating expenses and debt, is based on the number of prisoner days used and a share of the capital costs to build the facility. For the year ended June 30, 2022, the City remitted $756,901 for per diem charges and $234,553 for debt service to the Jail Authority. Financial statements may be obtained from the Jail Authority at 5885 West River Road, Salem, Virginia 24153. Roanoke Valley Broadband Authority The Counties of Botetourt and Roanoke and the Cities of Salem and Roanoke formed the Roanoke Valley Broadband Authority (RVBA) in order to acquire, finance, construct, operate, manage, and maintain a broadband system and related facilities pursuant to the Virginia Wireless Services Authorities Act. RVBA is governed by a five-member board, of which one member is appointed by the City. Based upon participation in the fiber expansion project, the Cities of Salem and Roanoke share equally in the operating and debt service costs of the Authority. For the year ending June 30, 2022, the City remitted $310,838 for operating costs and $333,186 for debt service to the RVBA. Financial statements may be obtained from RVBA at 601 South Jefferson Street SW, Suite 110, Roanoke, Virginia 24011. Western Virginia Regional Industrial Facility Authority The Counties of Botetourt, Roanoke and Franklin, the Cities of Roanoke and Salem and the Town of Vinton formed the Western Virginia Regional Industrial Facility Authority (WVRIFA) in order to enhance the economic base of each such locality through the developing, owning and operating of one or more facilities on a cooperative basis in the region. WVRIFA is governed by a twelve-member board, of which two members are appointed by the City. Each locality’s financial obligation is based on their percentage of participation in each economic development project. For the year ended June 30, 2022, the City remitted $4,500 for operating budget member dues and $30,951 for debt service to WVRIFA. Financial statements may be obtained from WVRIFA at PO Box 2569, Roanoke, Virginia 24010. Roanoke Valley Governor’s School The Counties of Bedford, Botetourt, Craig, Franklin and Roanoke and the Cities of Roanoke and Salem jointly participate in a regional education program focusing on science, technology, engineering and mathematics operated by Roanoke Valley Governor’s School (RVGS). RVGS is governed by a seven member board, with one member from each participating locality. The School Division has control over budget and financing only to the extent of representation by the one board member appointed. Each locality’s financial obligation is based on their proportionate share of students attending RVGS. For the year ended June 30, 2022, the School Division remitted $53,285 for services. Financial statements may be obtained from RVGS at 2104 Grandin Road, Roanoke, Virginia 24015. 111 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 19.Jointly Governed Organizations (Continued) Roanoke Regional Airport Commission The County of Roanoke and the Cities of Roanoke and Salem jointly participate in the Roanoke Regional Airport Commission (Commission), owner and operator of the Roanoke-Blacksburg Regional Airport. The Commission is governed by a seven-member board, of which one member is appointed by the City. Financial obligations of participating localities include any year end operating deficit and the current payment with respect to approved capital expenditures. Each locality’s pro rata financial obligation is based on their population. For the year ended June 30, 2022, the City did not have a financial obligation to the Commission. Financial statements may be obtained from the Commission at 5202 Aviation Drive NW, Roanoke, VA 24012. 20. Subsequent Events In July 2022, City Council authorized execution of a contract for renovation of the James I. Moyer Sports Complex in an amount not to exceed $20,539,000. In November 2022, the City entered into a performance agreement and memorandum of understanding with Valleydale Catalyst, LLC and the EDA for a project at the former Valleydale Meat Packing and Processing plant. The developer will invest at least $50,000,000 in the project which includes construction of approximately 300 upscale apartment units and amenities. The EDA will provide a grant of $5,000,000 and annual incentive payments based on real estate tax, not to exceed $5,000,000. The City agrees to complete streetscape improvements totaling $1,500,000. 21. Accounting Change In fiscal year 2022, the City adopted GASB Statement No. 87, Leases. This statement required recognition of certain lease assets and liabilities for leases that were classified previously as operating leases and recognized as inflows of resources or outflows of resources based on the payment provisions of the lease agreements. The adoption of this statement had no effect on beginning net positions, but the primary government recognized the following beginning balances in assets, liabilities, and deferred inflows of resources related to leases: Governmental Activities Business-Type Activities Total Primary Government ASSETS Lease receivable 1,426,166$ 323,653$ 1,749,819$ Capital assets: Intangible, right-to-use, net 81,194 3,071 84,265 Total assets 1,507,360$ 326,724$ 1,834,084$ LIABILITIES Long-term liabilities due in less than one year: Lease liability 17,009$ 3,071$ 20,080$ Long-term liabilities due in more than one year: Lease liability 64,185 - 64,185 Total liabilities 81,194$ 3,071$ 84,265$ DEFERRED INFLOWS OF RESOURCES 1,426,166$ 323,653$ 1,749,819$ 112 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 21. Accounting Change (Continued) Adoption of GASB Statement No. 87, Leases, had no effect on beginning fund balances or beginning net positions, but the governmental funds and proprietary funds recognized the following beginning balances in assets, liabilities, and deferred inflows of resources related to leases: Governmental Funds Proprietary Funds General Water and Sewage ASSETS ASSETS Lease receivable 1,426,166$ Current assets: Lease receivable 95,263$ DEFERRED INFLOWS Noncurrent assets: OF RESOURCES 1,426,166$ Lease receivable 228,390 Capital assets: Intangible right-to-use, net 3,071 Total noncurrent assets 231,461 Total assets 326,724$ LIABILITIES Current liabilities: Lease liability 3,071$ DEFERRED INFLOWS OF RESOURCES 323,653$ Comparative prior year information, to the extent presented, has not been restated because the necessary information is not available. 22. New Accounting Standards The GASB has issued Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, to improve financial reporting by addressing issues related to public-private and public-public partnership arrangements (PPPs). This statement also provides guidance for accounting and financial reporting for availability payment arrangements. The provisions of this statement are effective for fiscal years beginning after June 15, 2022. Management has not completed the process of evaluating the impact that will result from adoption of the standard and is, therefore, unable to disclose the impact of adoption. The GASB has issued Statement No. 96, Subscription-Based Information Technology Arrangements, to provide guidance on the accounting and financial reporting for subscription-based information technology arrangements for government end users. This statement defines a subscription-based information technology arrangement, establishes that a subscription-based information technology arrangement results in a right-to-use subscription asset (an intangible asset) and a corresponding subscription liability, provides the capitalization criteria for outlays other than subscription payments, including implementation costs of a subscription-based information technology arrangement, and requires note disclosures regarding a subscription-based information technology arrangement. The provisions of this statement are effective for fiscal years beginning after June 15, 2022. Management has not completed the process of evaluating the impact that will result from adoption of the standard and is, therefore, unable to disclose the impact of adoption. 113 CITY OF SALEM, VIRGINIA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2022 22. New Accounting Standards (Continued) The GASB has issued Statement No. 99, Omnibus 2022, to enhance comparability in accounting and financial reporting and to improve the consistency of authoritative literature by addressing practice issues that have been identified during implementation and application of certain GASB Statements and accounting and financial reporting for financial guarantees. Some provisions of this statement are effective upon issuance, other provisions of this statement are effective for fiscal years beginning after June 15, 2022, and other provisions of this statement are effective for fiscal years beginning after June 15, 2023. Management has not completed the process of evaluating the impact that will result from full adoption of the standard and is, therefore, unable to disclose the impact of adoption. The GASB has issued Statement No. 100, Accounting Changes and Error Corrections – An Amendment of GASB Statement No. 62, to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. The provisions of this statement are effective for fiscal years beginning after June 15, 2023. Management has not completed the process of evaluating the impact that will result from adoption of the standard and is, therefore, unable to disclose the impact of adoption. The GASB has issued Statement No. 101, Compensated Absences, to update the recognition and measurement guidance for compensated absences. The provisions of this statement are effective for fiscal years beginning after December 15, 2023. Management has not completed the process of evaluating the impact that will result from adoption of the standard and is, therefore, unable to disclose the impact of adoption. 114 REQUIRED SUPPLEMENTARY INFORMATION The Required Supplementary Information subsection of the City of Salem, Virginia’s Annual Comprehensive Financial Report includes changes in the net pension liability (asset) and related ratios, the employer’s share of net pension liability for the VRS Teacher Retirement Plan, employer pension contributions for the VRS Retirement Plan and VRS Teacher Retirement Plan, changes in net OPEB liability and related ratios, and employer other postemployment benefits contributions. 115 EX H I B I T 1 5 a 20 2 1 2 0 2 0 2 0 1 9 2 0 1 8 2 0 1 7 2 0 1 6 2 0 1 5 2 0 1 4 To t a l p e n s i o n l i a b i l i t y Se r v i c e c o s t 2 , 5 7 9 , 7 1 8 $ 2 , 5 9 1 , 8 7 0 $ 2 , 3 7 9 , 6 9 5 $ 2 , 3 0 6 , 0 1 4 $ 2 , 4 8 2 , 8 8 6 $ 2 , 5 0 7 , 1 0 3 $ 2 , 5 0 5 , 4 1 5 $ 2 , 5 2 7 , 2 1 8 $ In t e r e s t 1 3 , 5 3 2 , 3 6 6 1 3 , 2 4 5 , 0 3 7 1 3 , 0 2 1 , 6 7 3 1 2 , 6 8 7 , 7 6 6 1 2 , 4 7 7 , 7 2 8 1 2 , 1 5 9 , 3 8 0 1 2 , 0 0 4 , 3 6 3 1 1 , 6 5 4 , 1 2 7 Di f f e r e n c e b e t w e e n e x p e c t e d a n d a c t u a l e x p e r i e n c e ( 1 , 8 9 8 , 1 3 7 ) 1 , 0 8 6 , 0 2 3 9 0 1 , 4 7 7 3 5 1 , 3 3 0 ( 1 , 5 6 7 , 0 0 4 ) 9 0 6 , 5 2 4 ( 2 , 2 6 2 , 6 9 2 ) - Ch a n g e s i n a s s u m p t i o n s 7 , 6 3 5 , 2 6 2 - 5 , 4 1 6 , 3 3 4 - 2 7 9 , 9 5 3 - - - Be n e f i t p a y m e n t s , i n c l u d i n g r e f u n d s o f e m p l o y e e c o n t r i b u t i o n s ( 1 2 , 4 1 5 , 7 5 7 ) ( 1 2 , 3 1 4 , 5 1 3 ) ( 1 1 , 7 7 7 , 4 5 7 ) ( 1 1 , 0 9 1 , 7 6 0 ) ( 1 0 , 9 9 7 , 0 2 7 ) ( 1 0 , 2 4 4 , 1 7 5 ) ( 9 , 5 2 1 , 6 2 4 ) ( 8 , 9 4 4 , 8 6 0 ) Ne t c h a n g e i n t o t a l p e n s i o n l i a b i l i t y 9, 4 3 3 , 4 5 2 4 , 6 0 8 , 4 1 7 9 , 9 4 1 , 7 2 2 4 , 2 5 3 , 3 5 0 2 , 6 7 6 , 5 3 6 5 , 3 2 8 , 8 3 2 2 , 7 2 5 , 4 6 2 5 , 2 3 6 , 4 8 5 To t a l p e n s i o n l i a b i l i t y - b e g i n n i n g 20 5 , 7 3 0 , 7 5 9 2 0 1 , 1 2 2 , 3 4 2 1 9 1 , 1 8 0 , 6 2 0 1 8 6 , 9 2 7 , 2 7 0 1 8 4 , 2 5 0 , 7 3 4 1 7 8 , 9 2 1 , 9 0 2 1 7 6 , 1 9 6 , 4 4 0 1 7 0 , 9 5 9 , 9 5 5 To t a l p e n s i o n l i a b i l i t y - e n d i n g 21 5 , 1 6 4 , 2 1 1 $ 2 0 5 , 7 3 0 , 7 5 9 $ 2 0 1 , 1 2 2 , 3 4 2 $ 1 9 1 , 1 8 0 , 6 2 0 $ 1 8 6 , 9 2 7 , 2 7 0 $ 1 8 4 , 2 5 0 , 7 3 4 $ 1 7 8 , 9 2 1 , 9 0 2 $ 1 7 6 , 1 9 6 , 4 4 0 $ Pl a n f i d u c i a r y n e t p o s i t i o n Co n t r i b u t i o n s - e m p l o y e r 4 , 0 9 3 , 0 8 9 $ 3 , 7 3 0 , 7 4 8 $ 3 , 6 1 5 , 2 8 4 $ 3 , 4 4 9 , 1 4 4 $ 3 , 4 9 6 , 8 1 9 $ 3 , 9 1 5 , 8 3 8 $ 3 , 9 4 2 , 1 5 2 $ 3 , 5 0 7 , 9 4 6 $ Co n t r i b u t i o n s - e m p l o y e e 1 , 2 1 4 , 8 0 9 1 , 1 4 4 , 0 6 1 1 , 1 0 2 , 8 1 9 1 , 0 6 1 , 2 9 2 1 , 1 0 6 , 9 0 6 1 , 1 4 9 , 9 4 8 1 , 0 9 4 , 0 7 0 1 , 0 9 8 , 2 0 6 Ne t i n v e s t m e n t i n c o m e 4 1 , 8 6 2 , 5 0 9 3 , 0 2 4 , 4 8 6 1 0 , 2 0 2 , 4 0 3 1 1 , 0 7 6 , 1 0 2 16 , 8 8 1 , 7 6 6 2, 3 8 3 , 7 7 9 6, 4 3 6 , 8 0 0 19 , 7 8 7 , 7 2 8 Be n e f i t p a y m e n t s , i n c l u d i n g r e f u n d s o f e m p l o y e e c o n t r i b u t i o n s ( 1 2 , 4 1 5 , 7 5 7 ) (1 2 , 3 1 4 , 5 1 3 ) (1 1 , 7 7 7 , 4 5 7 ) (1 1 , 0 9 1 , 7 6 0 ) (1 0 , 9 9 7 , 0 2 7 ) (1 0 , 2 4 4 , 1 7 5 ) (9 , 5 2 1 , 6 2 4 ) (8 , 9 4 4 , 8 6 0 ) Ad m i n i s t r a t i v e e x p e n s e (1 0 8 , 1 4 2 ) (1 0 7 , 3 7 4 ) (1 0 6 , 0 7 3 ) (9 9 , 0 1 3 ) (1 0 1 , 6 4 5 ) (9 1 , 6 0 9 ) (9 1 , 2 6 5 ) (1 0 9 , 4 1 4 ) Ot h e r 3, 2 5 5 (3 , 7 1 9 ) (6 , 4 0 1 ) (9 , 7 1 9 ) (1 4 , 8 4 5 ) (1 , 0 4 1 ) (1 , 3 5 0 ) 1, 0 4 3 Ne t c h a n g e i n p l a n f i d u c i a r y n e t p o s i t i o n 34 , 6 4 9 , 7 6 3 (4 , 5 2 6 , 3 1 1 ) 3, 0 3 0 , 5 7 5 4, 3 8 6 , 0 4 6 10 , 3 7 1 , 9 7 4 (2 , 8 8 7 , 2 6 0 ) 1, 8 5 8 , 7 8 3 15 , 3 4 0 , 6 4 9 Pl a n f i d u c i a r y n e t p o s i t i o n - b e g i n n i n g 15 5 , 1 8 6 , 5 4 0 15 9 , 7 1 2 , 8 5 1 15 6 , 6 8 2 , 2 7 6 15 2 , 2 9 6 , 2 3 0 14 1 , 9 2 4 , 2 5 6 14 4 , 8 1 1 , 5 1 6 14 2 , 9 5 2 , 7 3 3 12 7 , 6 1 2 , 0 8 4 Pl a n f i d u c i a r y n e t p o s i t i o n - e n d i n g 18 9 , 8 3 6 , 3 0 3 $ 15 5 , 1 8 6 , 5 4 0 $ 15 9 , 7 1 2 , 8 5 1 $ 15 6 , 6 8 2 , 2 7 6 $ 15 2 , 2 9 6 , 2 3 0 $ 14 1 , 9 2 4 , 2 5 6 $ 14 4 , 8 1 1 , 5 1 6 $ 14 2 , 9 5 2 , 7 3 3 $ Ne t p e n s i o n l i a b i l i t y - e n d i n g 25 , 3 2 7 , 9 0 8 $ 50 , 5 4 4 , 2 1 9 $ 41 , 4 0 9 , 4 9 1 $ 34 , 4 9 8 , 3 4 4 $ 34 , 6 3 1 , 0 4 0 $ 42 , 3 2 6 , 4 7 8 $ 34 , 1 1 0 , 3 8 6 $ 33 , 2 4 3 , 7 0 7 $ Pl a n f i d u c i a r y n e t p o s i t i o n a s a p e r c e n t a g e o f t h e t o t a l pe n s i o n l i a b i l i t y 88 . 2 3 % 7 5 . 4 3 % 7 9 . 4 1 % 8 1 . 9 6 % 8 1 . 4 7 % 7 7 . 0 3 % 8 0 . 9 4 % 8 1 . 1 3 % Co v e r e d p a y r o l l 22 , 4 5 2 , 4 9 0 $ 22 , 9 4 4 , 3 3 0 $ 22 , 2 3 4 , 2 1 9 $ 21 , 2 6 4 , 7 6 0 $ 21 , 5 5 8 , 6 8 7 $ 21 , 5 9 8 , 6 6 5 $ 21 , 7 4 3 , 8 0 6 $ 21 , 6 5 5 , 6 2 8 $ Ne t p e n s i o n l i a b i l i t y a s a p e r c e n t a g e o f co v e r e d p a y r o l l 11 2 . 8 1 % 2 2 0 . 2 9 % 1 8 6 . 2 4 % 1 6 2 . 2 3 % 1 6 0 . 6 4 % 1 9 5 . 9 7 % 1 5 6 . 8 7 % 1 5 3 . 5 1 % Th e a m o u n t s p r e s e n t e d h a v e a m e a s u r e m e n t d a t e ( p l a n y e a r ) o f t h e p r e v i o u s f i s c a l y e a r e n d . Sc h e d u l e i s i n t e n d e d t o s h o w i n f o r m a t i o n f o r 1 0 y e a r s . S i n c e f i s c a l y e a r 2 0 2 2 ( p l a n y e a r 2 0 2 1 ) i s t h e e i g h t h y e a r f o r t h i s p r e s e n t a t i o n , o n l y s e v e n a d d i t i o n a l y e a r s o f d a t a a r e a v a i l a b l e . H o w e v e r , a d d i t i o n a l y e a r s wi l l b e i n c l u d e d a s t h e y b e c o m e a v a i l a b l e . YE A R E N D E D J U N E 3 0 , 2 0 2 2 CI T Y O F S A L E M , V I R G I N I A RE Q U I R E D S U P P L E M E N T A R Y I N F O R M A T I O N SC H E D U L E O F C H A N G E S I N N E T P E N S I O N L I A B I L I T Y A N D R E L A T E D R A T I O S Pl a n Y e a r Ci t y o f S a l e m 116 EX H I B I T 1 5 b 20 2 1 2 0 2 0 2 0 1 9 2 0 1 8 2 0 1 7 2 0 1 6 2 0 1 5 2 0 1 4 To t a l p e n s i o n l i a b i l i t y Se r v i c e c o s t 1 0 6 , 4 1 8 $ 1 1 9 , 5 1 3 $ 13 0 , 6 8 0 $ 13 0 , 2 4 0 $ 12 0 , 8 0 6 $ 12 4 , 2 2 7 $ 13 2 , 0 5 1 $ 14 5 , 6 7 6 $ In t e r e s t 34 4 , 3 2 0 35 0 , 1 5 2 34 8 , 8 7 3 35 0 , 4 6 4 34 5 , 7 4 4 34 7 , 6 9 1 33 7 , 9 4 3 32 3 , 8 1 2 Ch a n g e s o f a s s u m p t i o n s 15 0 , 1 5 3 - 13 4 , 2 9 3 - - - - - Di f f e r e n c e b e t w e e n e x p e c t e d a n d a c t u a l e x p e r i e n c e (8 9 , 7 3 1 ) (1 9 5 , 2 8 6 ) (8 1 , 4 7 1 ) (1 7 7 , 2 7 0 ) (3 9 , 8 6 0 ) (1 8 2 , 2 4 5 ) (4 5 , 1 4 2 ) - Ch a n g e s i n a s s u m p t i o n s - - - - (2 3 , 5 0 1 ) - - - Be n e f i t p a y m e n t s , i n c l u d i n g r e f u n d s o f e m p l o y e e c o n t r i b u t i o n s ( 3 7 8 , 7 2 5 ) (3 4 2 , 8 4 9 ) (3 1 4 , 8 3 3 ) (3 3 7 , 4 7 9 ) (3 3 4 , 0 4 0 ) (3 0 0 , 9 4 5 ) (2 7 0 , 2 3 6 ) (2 6 4 , 9 8 7 ) Ne t c h a n g e i n t o t a l p e n s i o n l i a b i l i t y 13 2 , 4 3 5 (6 8 , 4 7 0 ) 21 7 , 5 4 2 (3 4 , 0 4 5 ) 69 , 1 4 9 (1 1 , 2 7 2 ) 15 4 , 6 1 6 20 4 , 5 0 1 To t a l p e n s i o n l i a b i l i t y - b e g i n n i n g 5, 2 9 0 , 3 9 5 5, 3 5 8 , 8 6 5 5, 1 4 1 , 3 2 3 5, 1 7 5 , 3 6 8 5, 1 0 6 , 2 1 9 5, 1 1 7 , 4 9 1 4, 9 6 2 , 8 7 5 4, 7 5 8 , 3 7 4 To t a l p e n s i o n l i a b i l i t y - e n d i n g 5, 4 2 2 , 8 3 0 $ 5, 2 9 0 , 3 9 5 $ 5, 3 5 8 , 8 6 5 $ 5, 1 4 1 , 3 2 3 $ 5, 1 7 5 , 3 6 8 $ 5, 1 0 6 , 2 1 9 $ 5, 1 1 7 , 4 9 1 $ 4, 9 6 2 , 8 7 5 $ Pl a n f i d u c i a r y n e t p o s i t i o n Co n t r i b u t i o n s - e m p l o y e r 1 9 , 9 8 7 $ 3 9 , 1 7 8 $ 4 0 , 1 7 8 $ 5 1 , 4 0 6 $ 5 1 , 5 5 4 $ 92 , 1 0 0 $ 93 , 0 2 8 $ 97 , 2 7 1 $ Co n t r i b u t i o n s - e m p l o y e e 57 , 1 9 7 58 , 7 9 1 57 , 7 6 2 61 , 1 2 1 61 , 3 1 8 58 , 1 8 8 59 , 0 7 3 61 , 4 8 0 Ne t i n v e s t m e n t i n c o m e 1, 5 1 6 , 5 1 5 11 0 , 0 4 0 36 9 , 2 0 7 39 9 , 8 6 6 60 8 , 4 5 8 86 , 5 0 5 22 8 , 8 6 3 69 7 , 5 9 1 Be n e f i t p a y m e n t s , i n c l u d i n g r e f u n d s o f e m p l o y e e c o n t r i b u t i o n s ( 3 7 8 , 7 2 5 ) (3 4 2 , 8 4 9 ) (3 1 4 , 8 3 3 ) (3 3 7 , 4 7 9 ) (3 3 4 , 0 4 0 ) (3 0 0 , 9 4 5 ) (2 7 0 , 2 3 6 ) (2 6 4 , 9 8 7 ) Ad m i n i s t r a t i v e e x p e n s e (3 , 9 6 5 ) (3 , 8 7 1 ) (3 , 7 9 6 ) (3 , 5 6 2 ) (3 , 6 6 1 ) (3 , 2 5 6 ) (3 , 2 0 2 ) (3 , 8 1 2 ) Ot h e r 14 1 (1 2 8 ) (2 3 1 ) (3 5 0 ) (5 3 5 ) (3 7 ) (4 7 ) 37 Ne t c h a n g e i n p l a n f i d u c i a r y n e t p o s i t i o n 1, 2 1 1 , 1 5 0 (1 3 8 , 8 3 9 ) 14 8 , 2 8 7 17 1 , 0 0 2 38 3 , 0 9 4 (6 7 , 4 4 5 ) 10 7 , 4 7 9 58 7 , 5 8 0 Pl a n f i d u c i a r y n e t p o s i t i o n - b e g i n n i n g 5, 6 5 5 , 8 3 5 5, 7 9 4 , 6 7 4 5, 6 4 6 , 3 8 7 5, 4 7 5 , 3 8 5 5, 0 9 2 , 2 9 1 5, 1 5 9 , 7 3 6 5, 0 5 2 , 2 5 7 4, 4 6 4 , 6 7 7 Pl a n f i d u c i a r y n e t p o s i t i o n - e n d i n g 6, 8 6 6 , 9 8 5 $ 5, 6 5 5 , 8 3 5 $ 5, 7 9 4 , 6 7 4 $ 5, 6 4 6 , 3 8 7 $ 5, 4 7 5 , 3 8 5 $ 5, 0 9 2 , 2 9 1 $ 5, 1 5 9 , 7 3 6 $ 5, 0 5 2 , 2 5 7 $ Ne t p e n s i o n l i a b i l i t y ( a s s e t ) - e n d i n g (1, 4 4 4 , 1 5 5 ) $ (36 5 , 4 4 0 ) $ (43 5 , 8 0 9 ) $ (50 5 , 0 6 4 ) $ (30 0 , 0 1 7 ) $ 13 , 9 2 8 $ (42 , 2 4 5 ) $ (89 , 3 8 2 ) $ Pl a n f i d u c i a r y n e t p o s i t i o n a s a p e r c e n t a g e o f t h e t o t a l pe n s i o n l i a b i l i t y 12 6 . 6 3 % 1 0 6 . 9 1 % 1 0 8 . 1 3 % 1 0 9 . 8 2 % 1 0 5 . 8 0 % 9 9 . 7 3 % 1 0 0 . 8 3 % 1 0 1 . 8 0 % Co v e r e d p a y r o l l 86 9 , 0 0 0 $ 1 , 0 6 1 , 7 3 4 $ 1 , 0 8 8 , 8 3 5 $ 1 , 1 8 7 , 2 0 6 $ 1 , 1 9 0 , 6 2 4 $ 1, 1 7 3 , 2 4 8 $ 1, 1 8 5 , 0 7 1 $ 1, 2 2 9 , 6 7 5 $ Ne t p e n s i o n l i a b i l i t y ( a s s e t ) a s a p e r c e n t a g e o f co v e r e d p a y r o l l (1 6 6 . 1 9 % ) ( 3 4 . 4 2 % ) ( 4 0 . 0 3 % ) ( 4 2 . 5 4 % ) ( 2 5 . 2 0 % ) 1. 1 9 % ( 3 . 5 6 % ) ( 7 . 2 7 % ) Th e a m o u n t s p r e s e n t e d h a v e a m e a s u r e m e n t d a t e ( p l a n y e a r ) o f t h e p r e v i o u s f i s c a l y e a r e n d . Sc h e d u l e i s i n t e n d e d t o s h o w i n f o r m a t i o n f o r 1 0 y e a r s . S i n c e f i s c a l y e a r 2 0 2 2 ( p l a n y e a r 2 0 2 1 ) i s t h e e i g h t h y e a r f o r t h i s p r e s e n t a t i o n , o n l y s e v e n a d d i t i o n a l y e a r s o f d a t a a r e a v a i l a b l e . H o w e v e r , a d d i t i o n a l y e a r s wi l l b e i n c l u d e d a s t h e y b e c o m e a v a i l a b l e . CI T Y O F S A L E M , V I R G I N I A RE Q U I R E D S U P P L E M E N T A R Y I N F O R M A T I O N SC H E D U L E O F C H A N G E S I N N E T P E N S I O N L I A B I L I T Y ( A S S E T ) A N D R E L A T E D R A T I O S YE A R E N D E D J U N E 3 0 , 2 0 2 2 Pl a n Y e a r Sc h o o l D i v i s i o n 117 Contributions in Relation to Contributions Contractually Contractually Contribution as a % of Year Ended Required Required Deficiency Covered Covered June 30 Contribution Contribution (Excess) Payroll Payroll (a) (b) (a-b) (c) (b/c) 2022 4,356,901$ 4,356,901$ -$ 23,899,622$ 18.23% 2021* 4,093,089 4,093,089 - 22,452,490 18.23% 2020 3,730,748 3,730,748 - 22,944,330 16.26% 2019 3,615,284 3,615,284 - 22,234,219 16.26% 2018 3,449,144 3,449,144 - 21,264,760 16.22% 2017 3,496,819 3,496,819 - 21,558,687 16.22% 2016 3,915,838 3,915,838 - 21,598,665 18.13% 2015 3,942,152 3,942,152 - 21,743,806 18.13% School Division (Non-Professional Staff) 2022 22,143$ 22,143$ -$ 962,739$ 2.30% 2021 19,987 19,987 - 869,000 2.30% 2020 39,178 39,178 - 1,061,734 3.69% 2019**40,178 40,178 - 1,088,835 3.69% 2018 51,406 51,406 - 1,187,206 4.33% 2017 51,554 51,554 - 1,190,624 4.33% 2016 92,100 92,100 - 1,173,248 7.85% 2015 93,028 93,028 - 1,185,071 7.85% ** Prior to 2019, VRS contributions were made over twelve months for all employees, regardless of contract term. In fiscal year 2019, the School Division began contributing to VRS over each employee's contract term. For employees with contract terms less than twelve months, contributions and covered payroll recognized in fiscal year 2019 include amounts accrued for July and August of 2018, in addition to the full annual amount for fiscal year 2019. * Revised to reflect actual 2021 amounts as shown in the VRS actuarial report rather than estimated amounts used in the prior year ACFR. Schedule is intended to show information for 10 years. Since 2022 is the eighth year for this presentation, only seven additional years of data are available. However, additional years will be included as they become available. City of Salem EXHIBIT 16 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER PENSION CONTRIBUTIONS YEAR ENDED JUNE 30, 2022 118 Employer's Share Employer's of the Net Employer's Proportionate Pension Liability Plan Fiduciary Plan Proportion of Share of the as a % of Net Position as a Year Ended the Net Pension Net Pension Covered Covered % of the Total June 30 Liability Liability Payroll Payroll Pension Liability (a) (b) (a/b) 2021 0.27131% 21,062,060$ 23,117,413$ 91.11% 85.46% 2020 0.27321% 39,759,230 23,135,236 171.86%71.47% 2019 0.27613% 36,340,277 22,568,718 161.02%73.51% 2018 0.28140% 33,092,000 22,299,761 148.40%74.81% 2017 0.27878% 34,284,000 21,639,120 158.44%72.92% 2016 0.28026% 39,276,000 21,368,521 183.80%68.28% 2015 0.28555% 35,941,000 21,230,718 169.29%70.68% 2014 0.29170% 35,251,000 19,575,450 180.08%70.88% The amounts presented have a measurement date (plan year) of the previous fiscal year end. YEAR ENDED JUNE 30, 2022 Schedule is intended to show information for 10 years. Since fiscal year 2022 (plan year 2021) is the eighth year for this presentation, only seven additional years of data are available. However, additional years will be included as they become available. VRS TEACHER RETIREMENT PLAN EXHIBIT 17 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER'S SHARE OF NET PENSION LIABILITY 119 Contributions in Relation to Contributions Contractually Contractually Contribution as a % of Year Ended Required Required Deficiency Covered Covered June 30 Contribution Contribution (Excess) Payroll Payroll (a) (b) (a-b) (c) (b/c) 2022 4,211,083$ 4,211,083$ -$ 25,337,443$ 16.62% 2021* 3,842,114 3,842,114 - 23,117,413 16.62% 2020 3,627,605 3,627,605 - 23,135,236 15.68% 2019** 3,538,775 3,538,775 - 22,568,718 15.68% 2018 3,639,321 3,639,321 - 22,299,761 16.32% 2017 3,172,295 3,172,295 - 21,639,120 14.66% 2016 3,004,414 3,004,414 - 21,368,521 14.06% 2015 3,078,454 3,078,454 - 21,230,718 14.50% EXHIBIT 18 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER PENSION CONTRIBUTIONS ** Prior to 2019, VRS contributions were made over twelve months for all employees, regardless of contract term. In fiscal year 2019, the School Division began contributing to VRS over each employee's contract term. For employees with contract terms less than twelve months, contributions and covered payroll recognized in fiscal year 2019 include amounts accrued for July and August of 2018, in addition to the full annual amount for fiscal year 2019. * Revised to reflect actual 2021 amounts as shown in the VRS actuarial report rather than estimated amounts used in the prior year ACFR. YEAR ENDED JUNE 30, 2022 Schedule is intended to show information for 10 years. Since 2022 is the eighth year for this presentation, only seven additional years of data are available. However, additional years will be included as they become available. VRS TEACHER RETIREMENT PLAN 120 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 To t a l O P E B l i a b i l i t y Se r v i c e c o s t 29 6 , 4 8 9 $ 27 0 , 5 9 5 $ 29 8 , 1 1 1 $ 31 9 , 4 0 9 $ 37 6 , 7 9 3 $ 35 2 , 1 4 3 $ In t e r e s t 1, 4 5 1 , 6 1 5 1, 3 7 5 , 7 8 6 1, 3 7 7 , 0 9 5 1, 6 1 2 , 9 2 8 1, 7 2 3 , 8 4 5 1, 6 8 8 , 4 2 4 Ef f e c t o f p l a n c h a n g e s - 11 4 , 6 7 9 - - - - Ef f e c t o f e c o n o m i c / d e m o g r a p h i c g a i n s o r l o s s e s - (1 1 3 , 2 2 6 ) - ( 2 , 1 4 9 , 2 9 3 ) - - Ef f e c t o f a s s u m p t i o n c h a n g e s - 1, 2 3 2 , 6 1 6 (7 7 , 9 7 2 ) (2 , 3 7 0 , 6 9 6 ) - - Be n e f i t p a y m e n t s (1 , 6 5 3 , 4 2 1 ) (1 , 6 7 7 , 0 9 0 ) (1 , 4 9 6 , 3 4 1 ) (1 , 4 6 1 , 9 9 7 ) (1 , 5 8 9 , 5 3 7 ) (1 , 5 3 3 , 4 6 2 ) Ne t c h a n g e i n t o t a l O P E B l i a b i l i t y 94 , 6 8 3 1 , 2 0 3 , 3 6 0 1 0 0 , 8 9 3 ( 4 , 0 4 9 , 6 4 9 ) 5 1 1 , 1 0 1 5 0 7 , 1 0 5 To t a l O P E B l i a b i l i t y - b e g i n n i n g 22 , 7 9 6 , 6 0 6 2 1 , 5 9 3 , 2 4 6 2 1 , 4 9 2 , 3 5 3 2 5 , 5 4 2 , 0 0 2 2 5 , 0 3 0 , 9 0 1 2 4 , 5 2 3 , 7 9 6 To t a l O P E B l i a b i l i t y - e n d i n g 22 , 8 9 1 , 2 8 9 $ 2 2 , 7 9 6 , 6 0 6 $ 2 1 , 5 9 3 , 2 4 6 $ 2 1 , 4 9 2 , 3 5 3 $ 2 5 , 5 4 2 , 0 0 2 $ 2 5 , 0 3 0 , 9 0 1 $ Pl a n f i d u c i a r y n e t p o s i t i o n Co n t r i b u t i o n s - e m p l o y e r 1, 8 8 8 , 3 5 2 $ 1 , 9 1 2 , 0 2 0 $ 1 , 7 3 1 , 2 7 1 $ 1 , 6 9 8 , 4 2 9 $ 1 , 8 2 4 , 4 6 7 $ 1 , 7 7 2 , 5 6 2 $ Ne t i n v e s t m e n t i n c o m e ( 9 1 2 , 8 8 7 ) 2 , 1 8 6 , 4 1 8 2 2 3 , 7 4 7 2 8 9 , 0 1 2 5 2 7 , 3 1 6 6 0 1 , 0 7 6 Be n e f i t p a y m e n t s ( 1 , 6 5 3 , 4 2 1 ) ( 1 , 6 7 7 , 0 9 0 ) ( 1 , 4 9 6 , 3 4 1 ) ( 1 , 4 6 1 , 9 9 7 ) ( 1 , 5 8 9 , 5 3 7 ) ( 1 , 5 3 3 , 4 6 2 ) Ad m i n i s t r a t i v e e x p e n s e ( 1 0 , 8 0 4 ) ( 8 , 6 7 7 ) ( 8 , 0 1 4 ) ( 7 , 2 4 5 ) ( 6 , 5 9 6 ) ( 5 , 9 8 2 ) Ne t c h a n g e i n p l a n f i d u c i a r y n e t p o s i t i o n (6 8 8 , 7 6 0 ) 2 , 4 1 2 , 6 7 1 4 5 0 , 6 6 3 5 1 8 , 1 9 9 7 5 5 , 6 5 0 8 3 4 , 1 9 4 Pl a n f i d u c i a r y n e t p o s i t i o n - b e g i n n i n g 9, 6 4 4 , 9 9 9 7 , 2 3 2 , 3 2 8 6 , 7 8 1 , 6 6 5 6 , 2 6 3 , 4 6 6 5 , 5 0 7 , 8 1 6 4 , 6 7 3 , 6 2 2 Pl a n f i d u c i a r y n e t p o s i t i o n - e n d i n g 8, 9 5 6 , 2 3 9 $ 9 , 6 4 4 , 9 9 9 $ 7 , 2 3 2 , 3 2 8 $ 6 , 7 8 1 , 6 6 5 $ 6 , 2 6 3 , 4 6 6 $ 5 , 5 0 7 , 8 1 6 $ Ne t O P E B l i a b i l i t y - e n d i n g 13 , 9 3 5 , 0 5 0 $ 1 3 , 1 5 1 , 6 0 7 $ 1 4 , 3 6 0 , 9 1 8 $ 1 4 , 7 1 0 , 6 8 8 $ 1 9 , 2 7 8 , 5 3 6 $ 1 9 , 5 2 3 , 0 8 5 $ Pl a n f i d u c i a r y n e t p o s i t i o n a s a p e r c e n t a g e o f t h e t o t a l OP E B l i a b i l i t y 39 . 1 3 % 4 2 . 3 1 % 3 3 . 4 9 % 3 1 . 5 5 % 2 4 . 5 2 % 2 2 . 0 0 % Co v e r e d - e m p l o y e e p a y r o l l 23 , 7 2 7 , 1 1 4 $ 2 3 , 7 2 7 , 1 1 4 $ 2 3 , 6 0 6 , 5 9 9 $ 2 3 , 6 0 6 , 5 9 9 $ 2 2 , 7 7 9 , 0 7 0 $ 2 2 , 7 7 9 , 0 7 0 $ Ne t O P E B l i a b i l i t y a s a p e r c e n t a g e o f co v e r e d - e m p l o y e e p a y r o l l 58 . 7 3 % 5 5 . 4 3 % 6 0 . 8 3 % 6 2 . 3 2 % 8 4 . 6 3 % 8 5 . 7 1 % An n u a l m o n e y - w e i g h t e d r a t e o f r e t u r n , n e t o f in v e s t m e n t e x p e n s e (9 . 3 2 % ) 3 0 . 0 4 % 3 . 0 5 % 4 . 5 9 % 9 . 5 5 % 1 2 . 8 3 % No t e s t o S c h e d u l e : Th e r e h a v e b e e n n o s i g n i f i c a n t c h a n g e s t o t h e b e n e f i t p r o v i s i o n s s i n c e t h e p r i o r a c t u a r i a l v a l u a t i o n . 20 2 2 d a t a r e f l e c t s t o t a l s f o r t h e C i t y a n d e x c l u d e s $ 1 0 0 , 0 5 9 a n d $ 8 1 , 1 7 9 o f c o n t r i b u t i o n s a n d b e n e f i t p a y m e n t s , r e s p e c t i v e l y , o f c u s t o d i a l e n t i t i e s . Ci t y o f S a l e m EX H I B I T 1 9 a Sc h e d u l e i s i n t e n d e d t o s h o w i n f o r m a t i o n f o r 1 0 y e a r s . S i n c e 2 0 2 2 i s t h e s i x t h y e a r f o r t h i s p r e s e n t a t i o n , o n l y f i v e a d d i t i o n a l y e a r s o f d a t a a r e a v a i l a b l e . H o w e v e r , a d d i t i o n a l ye a r s w i l l b e i n c l u d e d a s t h e y b e c o m e a v a i l a b l e . CI T Y O F S A L E M , V I R G I N I A RE Q U I R E D S U P P L E M E N T A R Y I N F O R M A T I O N SC H E D U L E O F C H A N G E S I N N E T O P E B L I A B I L I T Y A N D R E L A T E D R A T I O S YE A R E N D E D J U N E 3 0 , 2 0 2 2 RE T I R E E H E A L T H P L A N 121 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 To t a l O P E B l i a b i l i t y Se r v i c e c o s t 78 , 0 7 0 $ 72 , 8 8 8 $ 74 , 3 7 0 $ 73 , 1 7 9 $ 71 , 9 4 1 $ 67 , 2 3 5 $ In t e r e s t 14 6 , 1 8 3 13 9 , 9 1 4 13 6 , 3 1 6 15 8 , 4 5 1 15 1 , 5 3 6 14 5 , 4 7 7 Ef f e c t o f e c o n o m i c / d e m o g r a p h i c g a i n s o r l o s s e s - (5 1 , 5 0 3 ) - 17 , 6 6 2 - - Ef f e c t o f a s s u m p t i o n c h a n g e s - 69 , 5 5 3 (1 6 , 2 7 9 ) (2 5 5 , 2 8 8 ) - - Be n e f i t p a y m e n t s (1 4 0 , 0 3 2 ) (1 3 9 , 1 5 0 ) (1 3 6 , 0 5 7 ) (1 5 1 , 4 0 0 ) (1 3 6 , 0 5 4 ) (1 2 5 , 8 5 8 ) Ne t c h a n g e i n t o t a l O P E B l i a b i l i t y 84 , 2 2 1 91 , 7 0 2 58 , 3 5 0 (1 5 7 , 3 9 6 ) 87 , 4 2 3 86 , 8 5 4 To t a l O P E B l i a b i l i t y - b e g i n n i n g 2, 2 3 9 , 8 1 1 2, 1 4 8 , 1 0 9 2, 0 8 9 , 7 5 9 2, 2 4 7 , 1 5 5 2, 1 5 9 , 7 3 2 2, 0 7 2 , 8 7 8 To t a l O P E B l i a b i l i t y - e n d i n g 2, 3 2 4 , 0 3 2 $ 2, 2 3 9 , 8 1 1 $ 2, 1 4 8 , 1 0 9 $ 2, 0 8 9 , 7 5 9 $ 2, 2 4 7 , 1 5 5 $ 2, 1 5 9 , 7 3 2 $ Pl a n f i d u c i a r y n e t p o s i t i o n Co n t r i b u t i o n s - e m p l o y e r 23 7 , 1 6 7 $ 23 6 , 2 8 5 $ 23 3 , 1 9 2 $ 24 8 , 5 3 5 $ 23 3 , 1 8 9 $ 21 1 , 5 3 1 $ Ne t i n v e s t m e n t i n c o m e (2 0 5 , 3 1 2 ) 48 0 , 4 3 4 44 , 5 9 5 59 , 9 2 4 10 5 , 5 8 0 11 6 , 1 7 6 Be n e f i t p a y m e n t s (1 4 0 , 0 3 2 ) (1 3 9 , 1 5 0 ) (1 3 6 , 0 5 7 ) (1 5 1 , 4 0 0 ) (1 3 6 , 0 5 4 ) (1 2 5 , 8 5 8 ) Ad m i n i s t r a t i v e e x p e n s e (2 , 8 1 3 ) (2 , 2 9 4 ) (2 , 1 0 0 ) (1 , 8 9 4 ) (1 , 7 1 7 ) (1 , 5 7 9 ) Ot h e r - - - - - - Ne t c h a n g e i n p l a n f i d u c i a r y n e t p o s i t i o n (1 1 0 , 9 9 0 ) 57 5 , 2 7 5 13 9 , 6 3 0 15 5 , 1 6 5 20 0 , 9 9 8 20 0 , 2 7 0 Pl a n f i d u c i a r y n e t p o s i t i o n - b e g i n n i n g 2, 1 7 3 , 8 4 5 1, 5 9 8 , 5 7 0 1, 4 5 8 , 9 4 0 1, 3 0 3 , 7 7 5 1, 1 0 2 , 7 7 7 90 2 , 5 0 7 Pl a n f i d u c i a r y n e t p o s i t i o n - e n d i n g 2, 0 6 2 , 8 5 5 $ 2, 1 7 3 , 8 4 5 $ 1, 5 9 8 , 5 7 0 $ 1, 4 5 8 , 9 4 0 $ 1, 3 0 3 , 7 7 5 $ 1, 1 0 2 , 7 7 7 $ Ne t O P E B l i a b i l i t y - e n d i n g 26 1 , 1 7 7 $ 65 , 9 6 6 $ 54 9 , 5 3 9 $ 63 0 , 8 1 9 $ 94 3 , 3 8 0 $ 1, 0 5 6 , 9 5 5 $ Pl a n f i d u c i a r y n e t p o s i t i o n a s a p e r c e n t a g e o f t h e t o t a l OP E B l i a b i l i t y 88 . 7 6 % 9 7 . 0 5 % 7 4 . 4 2 % 6 9 . 8 1 % 5 8 . 0 2 % 5 1 . 0 6 % Co v e r e d - e m p l o y e e p a y r o l l 24 , 7 8 7 , 5 6 3 $ 24 , 7 8 7 , 5 6 3 $ 23 , 9 6 2 , 7 3 0 $ 23 , 9 6 2 , 7 3 0 $ 23 , 0 7 6 , 8 9 1 $ 23 , 0 7 6 , 8 9 1 $ Ne t O P E B l i a b i l i t y a s a p e r c e n t a g e o f co v e r e d - e m p l o y e e p a y r o l l 1. 0 5 % 0. 2 7 % 2. 2 9 % 2. 6 3 % 4. 0 9 % 4. 5 8 % An n u a l m o n e y - w e i g h t e d r a t e o f r e t u r n , n e t o f in v e s t m e n t e x p e n s e (9 . 3 9 % ) 3 0 . 0 1 % 3. 0 5 % 4. 5 9 % 9. 5 2 % 1 2 . 7 9 % No t e s t o S c h e d u l e : Th e r e h a v e b e e n n o s i g n i f i c a n t c h a n g e s t o t h e b e n e f i t p r o v i s i o n s s i n c e t h e p r i o r a c t u a r i a l v a l u a t i o n . YE A R E N D E D J U N E 3 0 , 2 0 2 2 Sc h o o l D i v i s i o n Sc h e d u l e i s i n t e n d e d t o s h o w i n f o r m a t i o n f o r 1 0 y e a r s . S i n c e 2 0 2 2 i s t h e s i x t h y e a r f o r t h i s p r e s e n t a t i o n , o n l y f i v e a d d i t i o n a l y e a r s o f d a t a a r e a v a i l a b l e . H o w e v e r , ad d i t i o n a l y e a r s w i l l b e i n c l u d e d a s t h e y b e c o m e a v a i l a b l e . EX H I B I T 1 9 b CI T Y O F S A L E M , V I R G I N I A RE Q U I R E D S U P P L E M E N T A R Y I N F O R M A T I O N SC H E D U L E O F C H A N G E S I N N E T O P E B L I A B I L I T Y A N D R E L A T E D R A T I O S RE T I R E E H E A L T H P L A N 122 Contributions in Contributions Relation to as a % of Actuarially Actuarially Contribution Covered Covered Year Ended Determined Determined Deficiency Employee Employee June 30 Contribution* Contribution* (Excess)Payroll Payroll (a)(b)(a-b)(c)(b/c) City of Salem 2022 1,110,672$ 1,888,352$ (777,680)$ 23,727,114$ 7.96% 2021 1,081,831 1,912,020 (830,189) 23,727,114 8.06% 2020 1,159,709 1,731,271 (571,562) 23,606,599 7.33% 2019 1,111,485 1,698,429 (586,944) 23,606,599 7.19% 2018 1,516,523 1,824,467 (307,944) 22,779,070 8.01% 2017 1,475,809 1,772,562 (296,753) 22,779,070 7.78% School Division 2022 94,871$ 237,167$ (142,296)$ 24,787,563$ 0.96% 2021 92,108 236,285 (144,177) 24,787,563 0.95% 2020 120,718 233,192 (112,474) 23,962,730 0.97% 2019 114,675 248,535 (133,860) 23,962,730 1.04% 2018 140,801 233,189 (92,388) 23,076,891 1.01% 2017 136,700 211,531 (74,831) 23,076,891 0.92% * Contribution amounts for the City of Salem do not include contributions for custodial entities. Notes to Schedule There have been no significant changes to the benefit provisions since the prior actuarial valuation. Methods and assumptions used to determine contribution rates: Valuation date June 30, 2021 Measurement date June 30, 2022 Actuarial cost method Entry age normal Amortization method Level percent of payroll Amortization period Closed over 25 years Asset valuation method Market value Investment rate of return 6.50% Projected long-term salary increases 3.00% Schedule is intended to show information for 10 years. Since 2022 is the sixth year for this presentation, only five additional years of data are available. However, additional years will be included as they become available. EXHIBIT 20 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER OPEB CONTRIBUTIONS YEAR ENDED JUNE 30, 2022 RETIREE HEALTH PLAN 123 EX H I B I T 2 1 20 2 1 2 0 2 0 2 0 1 9 2 0 1 8 2 0 1 7 To t a l H I C O P E B l i a b i l i t y Se r v i c e c o s t 4 , 0 8 5 $ 4 , 1 3 3 $ 3 , 6 4 3 $ 2 , 5 4 3 $ 2 , 4 1 2 $ In t e r e s t 8 , 1 1 8 8 , 9 2 7 9 , 7 7 1 1 1 , 0 5 9 1 0 , 8 3 2 Ch a n g e s o f b e n e f i t t e r m s - 9 5 5 - - - Ch a n g e s i n a s s u m p t i o n s 2 , 6 6 3 - 2 , 8 1 8 - 3 7 0 Di f f e r e n c e s b e t w e e n e x p e c t e d a n d a c t u a l e x p e r i e n c e ( 7 5 0 ) ( 1 0 , 6 3 1 ) ( 9 , 7 2 0 ) ( 2 0 , 2 5 5 ) - Be n e f i t p a y m e n t s ( 1 5 , 1 0 0 ) ( 1 5 , 6 6 2 ) ( 1 2 , 0 2 0 ) ( 1 1 , 4 8 2 ) ( 9 , 2 5 4 ) Ne t c h a n g e i n t o t a l H I C O P E B l i a b i l i t y (9 8 4 ) ( 1 2 , 2 7 8 ) ( 5 , 5 0 8 ) ( 1 8 , 1 3 5 ) 4 , 3 6 0 To t a l H I C O P E B l i a b i l i t y - b e g i n n i n g 12 7 , 8 0 8 1 4 0 , 0 8 6 1 4 5 , 5 9 4 1 6 3 , 7 2 9 1 5 9 , 3 6 9 To t a l H I C O P E B l i a b i l i t y - e n d i n g 12 6 , 8 2 4 $ 1 2 7 , 8 0 8 $ 1 4 0 , 0 8 6 $ 1 4 5 , 5 9 4 $ 1 6 3 , 7 2 9 $ Pl a n f i d u c i a r y n e t p o s i t i o n Co n t r i b u t i o n s - e m p l o y e r 8 , 5 8 9 $ 7 , 5 3 3 $ 7 , 3 1 8 $ 8 , 8 7 5 $ 8 , 7 0 4 $ Ne t i n v e s t m e n t i n c o m e 1 5 , 1 4 9 1 , 3 4 1 4 , 2 5 7 4 , 6 9 3 6 , 9 5 2 Be n e f i t p a y m e n t s ( 1 5 , 1 0 0 ) ( 1 5 , 6 6 2 ) ( 1 2 , 0 2 0 ) ( 1 1 , 4 8 2 ) ( 9 , 2 5 4 ) Ad m i n i s t r a t i v e e x p e n s e ( 1 6 4 ) ( 1 1 6 ) ( 9 0 ) ( 1 0 8 ) ( 1 0 9 ) Ot h e r - ( 1 ) ( 5 ) ( 3 5 9 ) 3 5 9 Ne t c h a n g e i n p l a n f i d u c i a r y n e t p o s i t i o n 8, 4 7 4 ( 6 , 9 0 5 ) ( 5 4 0 ) 1 , 6 1 9 6 , 6 5 2 Pl a n f i d u c i a r y n e t p o s i t i o n - b e g i n n i n g 61 , 8 8 5 6 8 , 7 9 0 69 , 3 3 0 67 , 7 1 1 61 , 0 5 9 Pl a n f i d u c i a r y n e t p o s i t i o n - e n d i n g 70 , 3 5 9 $ 61 , 8 8 5 $ 68 , 7 9 0 $ 69 , 3 3 0 $ 67 , 7 1 1 $ Ne t O P E B l i a b i l i t y - e n d i n g 56 , 4 6 5 $ 65 , 9 2 3 $ 71 , 2 9 6 $ 76 , 2 6 4 $ 96 , 0 1 8 $ Pl a n f i d u c i a r y n e t p o s i t i o n a s a p e r c e n t a g e o f t h e t o t a l OP E B l i a b i l i t y 55 . 4 8 % 48 . 4 2 % 49 . 1 1 % 47 . 6 2 % 41 . 3 6 % Co v e r e d p a y r o l l 1, 2 6 3 , 0 8 8 $ 1, 2 7 6 , 7 8 0 $ 1, 2 4 0 , 3 3 9 $ 1, 2 8 6 , 2 3 2 $ 1, 2 6 1 , 4 4 9 $ Ne t O P E B l i a b i l i t y a s a p e r c e n t a g e o f co v e r e d p a y r o l l 4. 4 7 % 5. 1 6 % 5. 7 5 % 5. 9 3 % 7. 6 1 % Th e a m o u n t s p r e s e n t e d h a v e a m e a s u r e m e n t d a t e ( p l a n y e a r ) o f t h e p r e v i o u s f i s c a l y e a r e n d . Sc h e d u l e i s i n t e n d e d t o s h o w i n f o r m a t i o n f o r 1 0 y e a r s . S i n c e f i s c a l y e a r 2 0 2 2 ( p l a n y e a r 2 0 2 1 ) i s t h e f i f t h y e a r f o r t h i s p r e s e n t a t i o n , o n l y f o u r a d d i t i o n a l y e a r s o f da t a a r e a v a i l a b l e . H o w e v e r , a d d i t i o n a l y e a r s w i l l b e i n c l u d e d a s t h e y b e c o m e a v a i l a b l e . Pl a n Y e a r YE A R E N D E D J U N E 3 0 , 2 0 2 2 CI T Y O F S A L E M , V I R G I N I A RE Q U I R E D S U P P L E M E N T A R Y I N F O R M A T I O N SC H E D U L E O F C H A N G E S I N N E T O P E B L I A B I L I T Y A N D R E L A T E D R A T I O S PO L I T I C A L S U B D I V I S I O N H E A L T H I N S U R A N C E C R E D I T P R O G R A M Sc h o o l D i v i s i o n 124 Contributions in Relation to Contributions Contractually Contractually Contribution as a % of Year Ended Required Required Deficiency Covered Covered June 30 Contribution Contribution (Excess) Payroll Payroll (a) (b) (a-b) (c) (b/c) 2022 9,862$ 16,387$ (6,525)$ 1,450,177$ 1.13% 2021* 8,589 8,589 - 1,263,088 0.68% 2020 7,533 7,533 - 1,276,780 0.59% 2019** 7,318 7,318 - 1,240,339 0.59% 2018 8,875 8,875 - 1,286,232 0.69% ** Prior to 2019, VRS contributions were made over twelve months for all employees, regardless of contract term. In fiscal year 2019, the School Division began contributing to VRS over each employee's contract term. For employees with contract terms less than twelve months, contributions and covered payroll recognized in fiscal year 2019 include amounts accrued for July and August of 2018, in addition to the full annual amount for fiscal year 2019. * Revised to reflect actual 2021 amounts as shown in the VRS actuarial report rather than estimated amounts used in the prior year ACFR. Schedule is intended to show information for 10 years. Since 2022 is the fifth year for this presentation, only four additional years of data are available. However, additional years will be included as they become available. POLITICAL SUBDIVISION HEALTH INSURANCE CREDIT PROGRAM EXHIBIT 22 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER OPEB CONTRIBUTIONS YEAR ENDED JUNE 30, 2022 125 Employer's Share Employer's of the Net Employer's Proportionate OPEB Liability Plan Fiduciary Plan Proportion of Share of the as a % of Net Position as a Year Ended the Net OPEB Net OPEB Covered Covered % of the Total June 30 Liability Liability Payroll Payroll OPEB Liability (a) (b) (a/b) City of Salem - Group Life Insurance Program 2021 0.11657% 1,290,302$ 23,241,296$ 5.55% 67.45% 2020 0.11949%1,902,916 23,655,385 8.04%52.64% 2019 0.12131%1,883,072 22,818,462 8.25%52.00% 2018 0.11921%1,726,760 21,687,115 7.96%51.22% 2017 0.12390%1,778,837 22,853,532 7.78%48.86% School Division - Group Life Insurance Program (Non-Professional Staff) 2021 0.00614%71,486$ 1,271,111$ 5.62%67.45% 2020 0.00623%103,968 1,285,000 8.09%52.64% 2019 0.00634%103,169 1,243,077 8.30%52.00% 2018 0.00676%102,000 1,286,154 7.93%51.22% 2017 0.00687%103,000 1,268,277 8.12%48.86% School Division - Group Life Insurance Program (Professional Staff) 2021 0.11525%1,341,822$ 23,860,556$ 5.62%67.45% 2020 0.11525%1,923,334 23,770,577 8.09%52.64% 2019 0.11726%1,908,133 22,986,731 8.30%52.00% 2018 0.11861%1,801,000 22,553,654 7.99%51.22% 2017 0.11835%1,781,000 21,829,358 8.16%48.86% School Division - Teacher Employee Health Insurance Credit Program 2021 0.26840%3,445,100$ 23,772,562$ 14.49%9.95% 2020 0.27051%3,528,848 23,716,667 14.88%9.95% 2019 0.27380%3,584,308 22,965,750 15.61%8.97% 2018 0.27878%3,540,000 22,545,854 15.70%8.08% 2017 0.27639%3,506,000 21,812,560 16.07%7.04% The amounts presented have a measurement date (plan year) of the previous fiscal year end. YEAR ENDED JUNE 30, 2022 Schedule is intended to show information for 10 years. Since fiscal year 2022 (plan year 2021) is the fifth year for this presentation, only four additional years of data are available. However, additional years will be included as they become available. EXHIBIT 23 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER'S SHARE OF NET OPEB LIABILITY GLI AND TEACHER EMPLOYEE HIC PROGRAMS 126 Contributions in Relation to Contributions Contractually Contractually Contribution as a % of Year Ended Required Required Deficiency Covered Covered June 30 Contribution Contribution (Excess) Payroll Payroll (a) (b) (a-b) (c) (b/c) City of Salem - Group Life Insurance Program 2022 133,026$ 133,026$ -$ 24,634,444$ 0.54% 2021*125,503 125,503 - 23,241,296 0.54% 2020 123,008 123,008 - 23,655,385 0.52% 2019 118,656 118,656 - 22,818,462 0.52% 2018 112,773 112,773 - 21,687,115 0.52% School Division - Group Life Insurance Program (Non-Professional Staff) 2022 7,833$ 7,833$ -$ 1,450,556$ 0.54% 2021*6,864 6,864 - 1,271,111 0.54% 2020 6,682 6,682 - 1,285,000 0.52% 2019**6,464 6,464 - 1,243,077 0.52% 2018 6,688 6,688 - 1,286,154 0.52% School Division - Group Life Insurance Program (Professional Staff) 2022 141,458$ 141,458$ -$ 26,195,926$ 0.54% 2021*128,847 128,847 - 23,860,556 0.54% 2020 123,607 123,607 - 23,770,577 0.52% 2019**119,531 119,531 - 22,986,731 0.52% 2018 117,279 117,279 - 22,553,654 0.52% School Division - Teacher Employee Health Insurance Credit Program 2022 316,973$ 316,973$ -$ 26,196,116$ 1.21% 2021*287,648 287,648 - 23,772,562 1.21% 2020 284,600 284,600 - 23,716,667 1.20% 2019**275,589 275,589 - 22,965,750 1.20% 2018 277,314 277,314 - 22,545,854 1.23% ** Prior to 2019, VRS contributions were made over twelve months for all employees, regardless of contract term. In fiscal year 2019, the School Division began contributing to VRS over each employee's contract term. For employees with contract terms less than twelve months, contributions and covered payroll recognized in fiscal year 2019 include amounts accrued for July and August of 2018, in addition to the full annual amount for fiscal year 2019. * Revised to reflect actual 2021 amounts as shown in the VRS actuarial report rather than estimated amounts used in the prior year ACFR. Schedule is intended to show information for 10 years. Since 2022 is the fifth year for this presentation, only four additional years of data are available. However, additional years will be included as they become available. EXHIBIT 24 CITY OF SALEM, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF EMPLOYER OPEB CONTRIBUTIONS GLI AND TEACHER EMPLOYEE HIC PROGRAMS YEAR ENDED JUNE 30, 2022 127 CITY OF SALEM, VIRGINIA NOTES TO REQUIRED SUPPLEMENTARY INFORMATION JUNE 30, 2022 1. Changes of Benefit Terms Pension There have been no actuarially material changes to the Virginia Retirement System (VRS) benefit provisions since the prior actuarial valuation. Other Postemployment Benefits (OPEB) There have been no actuarially material changes to the VRS benefit provisions since the prior actuarial valuation. 2.Changes of Assumptions The actuarial assumptions used in the June 30, 2020, valuation were based on the results of an actuarial experience study for the period from July 1, 2016, through June 30, 2020, except the change in the discount rate, which was based on VRS Board action effective as of July 1, 2019. Changes to the actuarial assumptions as a result of the experience study and VRS Board action are as follows: Largest Ten – Non-Hazardous Duty: Update mortality table to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Scape MP-2020 Adjusted retirement rates to better fit experience for Plan 1; set separate rates based on experience for Plan2/Hybrid; changed final retirement age Adjusted withdrawal rates to better fit experience at each year and service through 9 years of service No change to disability rates No change to salary scale No change to line of duty rates No change to discount rate Largest Ten – Hazardous Duty/Public Safety Employees: Update mortality table to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Scape MP-2020 Adjusted retirement rates to better fit experience and changed final retirement age from 65 to 70 Decreased withdrawal rates No change to disability rates No change to salary scale No change to line of duty rates No change to discount rate All Others (Non-Ten Largest) – Non-Hazardous Duty: Update mortality table to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Scape MP-2020 Adjusted retirement rates to better fit experience for Plan 1; set separate rates based on experience for Plan2/Hybrid; changed final retirement age Adjusted withdrawal rates to better fit experience at each year and service through 9 years of service No change to disability rates No changes to salary scale No change to line of duty rates No change to discount rate 128 CITY OF SALEM, VIRGINIA NOTES TO REQUIRED SUPPLEMENTARY INFORMATION JUNE 30, 2022 2.Changes of Assumptions (Continued) All Others (Non-Ten Largest) – Hazardous Duty/Public Safety Employees: Update mortality table to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Scape MP-2020 Adjusted retirement rates to better fit experience and changed final retirement age from 65 to 70 Decreased withdrawal rates and changed from rates based on age and service to rates based on service only to better fit experience and to be more consistent with Locals Largest 10 Hazardous Duty No change to disability rates No change to salary scale No change to line of duty rates No change to discount rate Teacher Cost-Sharing Pool: Update mortality table to Pub-2010 public sector mortality tables; for future mortality improvements, replace load with a modified Mortality Scape MP-2020 Adjusted retirement rates to better fit experience for Plan 1; set separate rates based on experience for Plan2/Hybrid; changed final retirement age from 78 to 80 for all Adjusted withdrawal rates to better fit experience at each year and service through 9 years of service No change to disability rates No changes to salary scale No change to discount rate 129 THIS PAGE INTENTIONALLY BLANK 130 OTHER SUPPLEMENTARY INFORMATION The Other Supplementary Information subsection of the City of Salem, Virginia’s Annual Comprehensive Financial Report includes the Combining Statement of Net Position; Combining Statement of Revenues, Expenses, and Changes in Fund Net Position; and Combining Statement of Cash Flows for the Nonmajor Proprietary Funds. This subsection also includes the Combining Statement of Fiduciary Assets and Liabilities and the Combining Statement of Changes in Fiduciary Assets and Liabilities for the Custodial Funds; and the Balance Sheet and Statement of Revenues, Expenditures and Changes in Fund Balance for the Economic Development Authority of the City of Salem. 131 EXHIBIT 25 Catering Total Nonmajor Civic and Proprietary Center Concessions Funds ASSETS Current assets: Cash and cash equivalents 744,283$ 65,760$ 810,043$ Receivables, net 4,622 33,921 38,543 Due from component unit - 1,568 1,568 Inventories - 32,689 32,689 Prepaid items 108,764 - 108,764 Total current assets 857,669 133,938 991,607 Noncurrent assets: Capital assets: Nondepreciable 215,453 - 215,453 Depreciable, net 2,815,940 28,643 2,844,583 Total capital assets 3,031,393 28,643 3,060,036 Total noncurrent assets 3,031,393 28,643 3,060,036 Total assets 3,889,062 162,581 4,051,643 DEFERRED OUTFLOWS OF RESOURCES 328,027 58,951 386,978 LIABILITIES Current liabilities: Accounts payable and accrued liabilities 84,335 17,380 101,715 Accrued payroll and related liabilities 128,945 31,777 160,722 Due to other funds - 420,000 420,000 Unearned revenues 727,684 - 727,684 Compensated absences 73,972 11,484 85,456 Total current liabilities 1,014,936 480,641 1,495,577 Noncurrent liabilities: Compensated absences 53,452 - 53,452 Net pension liability 878,792 274,784 1,153,576 Net OPEB liability 479,366 97,081 576,447 Total noncurrent liabilities 1,411,610 371,865 1,783,475 Total liabilities 2,426,546 852,506 3,279,052 DEFERRED INFLOWS OF RESOURCES 771,341 152,373 923,714 NET POSITION Net investment in capital assets 3,031,393 28,643 3,060,036 Unrestricted (deficit) (2,012,191) (811,990) (2,824,181) Total net position 1,019,202$ (783,347)$ 235,855$ Enterprise Funds CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF NET POSITION NONMAJOR PROPRIETARY FUNDS JUNE 30, 2022 132 EXHIBIT 26 Catering Total Nonmajor Civic and Proprietary Center Concessions Funds OPERATING REVENUES Charges for services 2,555,524$ 681,236$ 3,236,760$ Commissions 21,691 - 21,691 Other 1,287,325 17,081 1,304,406 Total operating revenues 3,864,540 698,317 4,562,857 OPERATING EXPENSES Salaries 1,035,080 263,898 1,298,978 Fringe benefits 300,578 43,995 344,573 Show expenses 1,789,429 - 1,789,429 Maintenance 192,671 1,962 194,633 Professional services 15,722 11,284 27,006 Insurance 27,138 1,740 28,878 Administration 101,102 16,476 117,578 Travel and training 4,602 - 4,602 Materials and supplies 20,372 215,428 235,800 Expendable equipment and small tools 9,087 4,655 13,742 Utilities 303,942 154 304,096 Miscellaneous 2,986 4 2,990 Depreciation 279,297 4,383 283,680 Amortization 3,071 - 3,071 Commissions - 174,261 174,261 Total operating expenses 4,085,077 738,240 4,823,317 Operating loss (220,537) (39,923) (260,460) NONOPERATING REVENUES (EXPENSES) Interest expense (96) - (96) Net nonoperating revenues (expenses) (96) - (96) Loss before transfers (220,633) (39,923) (260,556) Transfers in 1,659,168 50,000 1,709,168 Change in net position 1,438,535 10,077 1,448,612 Net position, beginning (419,333) (793,424) (1,212,757) Net position, ending 1,019,202$ (783,347)$ 235,855$ Enterprise Funds CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION NONMAJOR PROPRIETARY FUNDS YEAR ENDED JUNE 30, 2022 133 EXHIBIT 27 Catering Total Nonmajor Civic and Proprietary Center Concessions Funds OPERATING ACTIVITIES Receipts from customers 3,041,609$ 666,689$ 3,708,298$ Payments to suppliers (2,450,759) (421,256) (2,872,015) Payments to employees (1,379,924) (324,807) (1,704,731) Other receipts 1,287,325 17,081 1,304,406 Net cash provided by (used in) operating activities 498,251 (62,293) 435,958 NONCAPITAL FINANCING ACTIVITIES Interfund Loan (1,355,000) (80,000) (1,435,000) Transfers in 1,659,168 50,000 1,709,168 Net cash provided by (used in) noncapital financing activities 304,168 (30,000) 274,168 CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets (59,144) - (59,144) Principal paid on capital debt (3,071) - (3,071) Interest paid on capital debt (96) - (96) Net cash used in capital and related financing activities (62,311) - (62,311) Net increase (decrease) in cash and cash equivalents 740,108 (92,293) 647,815 Cash and cash equivalents, beginning 4,175 158,053 162,228 Cash and cash equivalents, ending 744,283$ 65,760$ 810,043$ RECONCILIATION OF OPERATING LOSS TO NET CASH PROVIDED BY (USED IN) OPERATING ACTIVITIES Operating loss (220,537)$ (39,923)$ (260,460)$ Adjustments to reconcile operating loss to net cash provided by (used in) operating activities Depreciation and amortization 282,368 4,383 286,751 Pension expense, net of employer contributions (52,531) (5,910) (58,441) OPEB expense, net of employer contributions (40,942) (5,181) (46,123) Decrease (increase) in assets: Receivables, net 48,757 (14,547) 34,210 Inventories - (6,628) (6,628) Prepaid items (8,310) - (8,310) Increase (decrease) in liabilities: Accounts payable and accrued liabilities 24,602 11,336 35,938 Accrued payroll and related liabilities 42,324 9,464 51,788 Unearned revenues 415,637 - 415,637 Compensated absences 6,883 (15,287) (8,404) Net cash provided by (used in) operating activities 498,251$ (62,293)$ 435,958$ Enterprise Funds CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF CASH FLOWS NONMAJOR PROPRIETARY FUNDS YEAR ENDED JUNE 30, 2022 134 EXHIBIT 28 Cardinal Court- Criminal Community Total Justice Corrections Custodial Academy Program Funds ASSETS Cash and cash equivalents 534,475$ 1,772,651$ 2,307,126$ Receivables, net 48 687 735 Due from Commonwealth of Virginia 54,820 47,265 102,085 Total assets 589,343 1,820,603 2,409,946 LIABILITIES Accounts payable and accrued liabilities 2,302 76,300 78,602 Accrued payroll and related liabilities 47,987 40,088 88,075 Due to City of Salem 3,182 6,528 9,710 Unearned revenues 108,560 - 108,560 Total liabilities 162,031 122,916 284,947 NET POSITION Restricted for: Individuals, organizations, and other governments 427,312 1,697,687 2,124,999 Total net position 427,312$ 1,697,687$ 2,124,999$ CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF FIDUCIARY NET POSITION CUSTODIAL FUNDS JUNE 30, 2022 135 EXHIBIT 29 Cardinal Court- Criminal Community Total Justice Corrections Custodial Academy Program Funds ADDITIONS Funds received for benefit of other organizations 782,662$ 1,484,237$ 2,266,899$ Total additions 782,662 1,484,237 2,266,899 DEDUCTIONS Funds disbursed for benefit of other organizations 845,125 1,519,103 2,364,228 Total deductions 845,125 1,519,103 2,364,228 Change in fiduciary net position (62,463) (34,866) (97,329) Net position, beginning 489,775 1,732,553 2,222,328 Net position, ending 427,312$ 1,697,687$ 2,124,999$ CITY OF SALEM, VIRGINIA COMBINING STATEMENT OF CHANGES IN FIDUCIARY NET POSITION YEAR ENDED JUNE 30, 2022 CUSTODIAL FUNDS 136 EXHIBIT 30 ASSETS Cash and cash equivalents 391,181$ Receivables, net 5,176,250 Total assets 5,567,431$ LIABILITIES Accounts payable and accrued liabilities 438$ Due to primary government 5,164,713 Total liabilities 5,165,151 FUND BALANCE Committed 50,000 Assigned 352,280 Total fund balance 402,280 Total liabilities and fund balance 5,567,431$ GOVERNMENTAL FUND CITY OF SALEM, VIRGINIA BALANCE SHEET ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF SALEM JUNE 30, 2022 137 EXHIBIT 31 REVENUES Revenue from use of money and property 119,298$ Intergovernmental 56,010 Total revenues 175,308 EXPENDITURES Community development 71,742 Total expenditures 71,742 Net change in fund balance 103,566 Fund balance, beginning 298,714 Fund balance, ending 402,280$ GOVERNMENTAL FUND YEAR ENDED JUNE 30, 2022 CITY OF SALEM, VIRGINIA ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF SALEM STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE 138 STATISTICAL SECTION The Statistical Section of the City of Salem, Virginia’s Annual Comprehensive Financial Report presents additional detail, context, and historical information to assist in understanding the information in the financial statements, note disclosures and required supplementary information. Contents Page Financial Trends 141 These schedules contain trend information to help the reader understand how the City’s financial performance and well-being have changed over time. Revenue Capacity 146 These schedules contain information to help the reader assess the City’s most significant local revenue sources, property tax and sale of electricity. Debt Capacity 149 These schedules present information to help the reader assess the affordability of the City’s current level of outstanding debt and the government’s ability to issue additional debt in the future. Demographic and Economic Information 151 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place. Operating Information 153 These schedules contain service and infrastructure data to help the reader understand how the information in the City’s financial report relates to the services the government provides and the activities it performs. 139 THIS PAGE INTENTIONALLY BLANK 140 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 20 1 6 20 1 5 20 1 4 20 1 3 (1 ) (2 ) (3 ) , ( 4 ) ( 3 ) , ( 4 ) , ( 5 ) ( 4 ) , ( 6 ) (4 ) Go v e r n m e n t a l A c t i v i t i e s Ne t i n v e s t m e n t i n c a p i t a l a s s e t s 84 , 3 8 5 , 8 0 4 $ 83 , 8 1 3 , 6 3 5 $ 74 , 0 1 3 , 7 1 2 $ 75 , 9 0 6 , 8 6 5 $ 75 , 6 3 7 , 0 2 8 $ 76 , 7 0 4 , 5 8 4 $ 80 , 6 1 3 , 0 4 1 $ 82 , 4 6 8 , 6 3 3 $ 84 , 8 0 3 , 9 3 3 $ 87 , 3 0 5 , 3 5 2 $ Re s t r i c t e d 3, 2 4 2 , 9 5 4 2, 2 6 4 , 1 5 9 7, 4 0 7 , 9 5 5 5, 8 6 8 , 8 6 2 4, 2 1 1 , 0 4 2 4, 2 4 7 , 6 2 8 1, 9 6 2 , 0 1 7 4, 2 4 6 , 3 4 0 2, 9 8 7 , 9 2 6 1, 8 9 6 , 9 5 9 Un r e s t r i c t e d (1 5 , 9 9 6 , 4 3 1 ) (2 5 , 1 6 2 , 0 2 0 ) (1 8 , 1 4 4 , 7 4 2 ) (2 1 , 5 8 5 , 6 3 1 ) (3 0 , 8 6 0 , 6 4 8 ) (2 4 , 2 5 2 , 7 3 4 ) (3 3 , 7 5 0 , 4 1 0 ) (4 4 , 7 7 9 , 6 5 4 ) (2 2 , 6 6 4 , 7 3 6 ) (2 0 , 1 5 7 , 8 0 9 ) To t a l g o v e r n m e n t a l a c t i v i t i e s n e t p o s i t i o n 7 1 , 6 3 2 , 3 2 7 $ 60 , 9 1 5 , 7 7 4 $ 63 , 2 7 6 , 9 2 5 $ 60 , 1 9 0 , 0 9 6 $ 48 , 9 8 7 , 4 2 2 $ 56 , 6 9 9 , 4 7 8 $ 48 , 8 2 4 , 6 4 8 $ 41 , 9 3 5 , 3 1 9 $ 65 , 1 2 7 , 1 2 3 $ 69 , 0 4 4 , 5 0 2 $ Bu s i n e s s - t y p e a c t i v i t i e s Ne t i n v e s t m e n t i n c a p i t a l a s s e t s 67 , 4 0 0 , 9 1 1 $ 60 , 9 5 9 , 4 9 0 $ 55 , 2 1 5 , 3 0 0 $ 52 , 8 5 0 , 0 3 8 $ 49 , 3 8 6 , 3 3 8 $ 46 , 7 7 5 , 7 5 1 $ 44 , 4 7 7 , 8 0 4 $ 42 , 1 9 5 , 0 3 5 $ 42 , 9 3 6 , 3 1 5 $ 43 , 4 1 3 , 5 1 9 $ Un r e s t r i c t e d 48 , 7 7 7 , 0 8 4 47 , 2 0 8 , 7 3 6 47 , 2 5 2 , 9 7 1 42 , 5 6 1 , 7 6 7 37 , 5 4 9 , 5 3 9 34 , 8 3 7 , 9 3 5 29 , 5 7 4 , 7 3 1 24 , 4 0 6 , 9 5 1 27 , 5 3 1 , 7 0 0 24 , 2 7 3 , 3 8 7 To t a l b u s i n e s s - t y p e a c t i v i t i e s n e t p o s i t i o n 1 1 6 , 1 7 7 , 9 9 5 $ 1 0 8 , 1 6 8 , 2 2 6 $ 1 0 2 , 4 6 8 , 2 7 1 $ 9 5 , 4 1 1 , 8 0 5 $ 86 , 9 3 5 , 8 7 7 $ 81 , 6 1 3 , 6 8 6 $ 74 , 0 5 2 , 5 3 5 $ 66 , 6 0 1 , 9 8 6 $ 70 , 4 6 8 , 0 1 5 $ 67 , 6 8 6 , 9 0 6 $ Pr i m a r y G o v e r n m e n t Ne t i n v e s t m e n t i n c a p i t a l a s s e t s 15 1 , 7 8 6 , 7 1 5 $ 1 4 4 , 7 7 3 , 1 2 5 $ 1 2 9 , 2 2 9 , 0 1 2 $ 1 2 8 , 7 5 6 , 9 0 3 $ 1 2 5 , 0 2 3 , 3 6 7 $ 1 2 3 , 4 8 0 , 3 3 5 $ 1 2 5 , 0 9 0 , 8 4 5 $ 1 2 4 , 6 6 3 , 6 6 8 $ 1 2 7 , 7 4 0 , 2 4 8 $ 1 3 0 , 7 1 8 , 8 7 1 $ Re s t r i c t e d 3, 2 4 2 , 9 5 4 2, 2 6 4 , 1 5 9 7, 4 0 7 , 9 5 5 5, 8 6 8 , 8 6 2 4, 2 1 1 , 0 4 2 4, 2 4 7 , 6 2 8 1, 9 6 2 , 0 1 7 4, 2 4 6 , 3 4 0 2, 9 8 7 , 9 2 6 1, 8 9 6 , 9 5 9 Un r e s t r i c t e d 32 , 7 8 0 , 6 5 3 22 , 0 4 6 , 7 1 6 29 , 1 0 8 , 2 2 9 20 , 9 7 6 , 1 3 6 6, 6 8 8 , 8 9 0 10 , 5 8 5 , 2 0 1 (4 , 1 7 5 , 6 7 9 ) (2 0 , 3 7 2 , 7 0 3 ) 4, 8 6 6 , 9 6 4 4, 1 1 5 , 5 7 8 To t a l p r i m a r y g o v e r n m e n t n e t p o s i t i o n 1 8 7 , 8 1 0 , 3 2 2 $ 1 6 9 , 0 8 4 , 0 0 0 $ 1 6 5 , 7 4 5 , 1 9 6 $ 1 5 5 , 6 0 1 , 9 0 1 $ 1 3 5 , 9 2 3 , 2 9 9 $ 1 3 8 , 3 1 3 , 1 6 4 $ 1 2 2 , 8 7 7 , 1 8 3 $ 1 0 8 , 5 3 7 , 3 0 5 $ 1 3 5 , 5 9 5 , 1 3 8 $ 1 3 6 , 7 3 1 , 4 0 8 $ No t e s : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t (1 ) T h e r e w e r e r e c l a s s i f i c a t i o n s w i t h i n t h e n e t p o s i t i o n o f g o v e r n m e n t a l a c t i v i t i e s a n d t h e n e t p o s i t i o n o f t h e p r i m a r y g o v e r n m e n t f o r c o m p a r a t i v e p u r p o s e s t o c o n f o r m w i t h t h e p r e s e n t a t i o n i n o t h e r f i s c a l y e a r s . (2 ) I n 2 0 1 8 , t h e C i t y i m p l e m e n t e d G A S B S t a t e m e n t N o . 7 5 r e q u i r i n g r e c o g n i t i o n o f t h e n e t O P E B l i a b i l i t y . (3 ) N e t i n v e s t m e n t i n c a p i t a l a s s e t s o f g o v e r n m e n t a l a c t i v i t i e s a n d b u s i n e s s - t y p e a c t i v i t i e s w e r e r e s t a t e d t o r e c o r d d e f e r r e d l os s o n r e f u n d i n g o f d e b t f r o m t h e 2 0 1 5 r e f u n d i n g b o n d s . (4 ) N e t i n v e s t m e n t i n c a p i t a l a s s e t s o f g o v e r n m e n t a l a c t i v i t i e s w a s r e s t a t e d t o r e c o r d d e f e r r e d l o s s o n r e f u n d i n g o f d e b t f r o m th e 2 0 1 1 r e f u n d i n g b o n d s . (5 ) I n 2 0 1 5 , t h e C i t y i m p l e m e n t e d G A S B S t a t e m e n t N o . 6 8 r e q u i r i n g r e c o g n i t i o n o f t h e n e t p e n s i o n l i a b i l i t y . (6 ) I n 2 0 1 4 , t h e C i t y i m p l e m e n t e d G A S B S t a t e m e n t N o . 6 5 r e q u i r i ng d e b t i s s u a n c e c o s t s t o b e e x p e n s e d a s i n c u r r e d a n d a l s o s e g r e ga t e d h e a l t h i n s u r a n c e i n t o i n t e r n a l s e r v i c e f u n d s . TA B L E 1 UN A U D I T E D CI T Y O F S A L E M , V I R G I N I A NE T P O S I T I O N B Y C O M P O N E N T LA S T T E N F I S C A L Y E A R S 141 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 20 1 6 20 1 5 20 1 4 20 1 3 (1 ) ( 2 ) ( 3 ) ( 4 ) , ( 5 ) ( 4 ) , ( 5 ) ( 5 ) , ( 6 ) , ( 7 ) ( 5 ) , ( 8 ) Ex p e n s e s Go v e r n m e n t a l a c t i v i t i e s : Ge n e r a l g o v e r n m e n t 6 , 9 4 6 , 7 7 2 $ 7 , 3 9 8 , 1 8 6 $ 7 , 7 3 2 , 0 5 7 $ 5 , 9 9 9 , 3 1 0 $ 6 , 3 8 8 , 8 8 4 $ 6 , 8 6 4 , 1 8 1 $ 5 , 9 4 3 , 8 9 9 $ 6 , 3 3 5 , 5 6 3 $ 6 , 2 4 8 , 5 7 4 $ 6 , 4 5 0 , 0 6 9 $ Ju d i c i a l a d m i n i s t r a t i o n 2 , 4 6 0 , 7 3 0 2 , 6 8 5 , 0 7 4 2 , 4 2 7 , 0 3 8 2 , 0 1 9 , 8 0 2 2 , 0 0 9 , 0 0 7 2 , 0 7 2 , 5 3 8 1 , 9 3 4 , 2 6 3 1 , 9 2 1 , 7 8 9 2 , 0 2 6 , 0 3 4 1 , 9 5 2 , 6 5 7 Pu b l i c s a f e t y 1 8 , 5 6 0 , 6 3 7 1 9 , 7 4 6 , 5 6 7 1 9 , 7 1 0 , 0 8 8 1 5 , 9 5 3 , 0 1 1 1 5 , 7 7 6 , 1 0 2 1 7 , 0 1 1 , 4 6 3 1 5 , 7 5 3 , 7 9 5 1 6 , 1 9 2 , 1 9 0 1 7 , 5 3 2 , 6 8 2 1 7 , 2 7 9 , 4 9 0 Pu b l i c w o r k s 1 0 , 7 7 7 , 3 7 4 1 6 , 6 0 5 , 3 6 7 1 0 , 2 6 8 , 7 6 9 9 , 4 3 4 , 9 3 0 1 1 , 6 1 7 , 7 5 0 1 2 , 2 2 8 , 3 2 9 1 6 , 6 5 2 , 9 1 3 1 2 , 7 5 8 , 9 6 7 1 3 , 3 9 9 , 1 3 4 1 3 , 8 0 9 , 5 7 9 He a l t h a n d w e l f a r e 5 , 4 4 1 , 6 5 6 5 , 7 0 7 , 7 3 0 4 , 9 6 9 , 9 4 3 4 , 0 1 4 , 3 5 4 3 , 3 1 8 , 4 9 8 3 , 0 2 6 , 3 3 0 2 , 9 7 4 , 6 6 3 3 , 0 5 0 , 6 3 4 2 , 5 7 8 , 9 8 4 2 , 7 0 9 , 5 6 1 Ed u c a t i o n 2 6 , 6 1 1 , 3 0 8 3 4 , 6 0 6 , 6 3 6 2 5 , 3 4 1 , 1 4 8 2 1 , 0 3 2 , 2 4 9 2 0 , 1 7 0 , 2 9 8 1 9 , 7 6 0 , 2 4 2 1 9 , 7 3 9 , 5 1 2 1 9 , 1 5 1 , 2 7 0 2 5 , 1 0 3 , 2 4 3 3 0 , 2 9 5 , 2 2 8 Pa r k s , r e c r e a t i o n a n d c u l t u r a l 6 , 8 3 5 , 9 1 4 6 , 8 7 1 , 2 9 7 6 , 2 8 6 , 4 7 0 6 , 3 0 0 , 7 0 6 6 , 1 2 9 , 8 0 9 5 , 9 3 7 , 8 5 8 5 , 3 3 5 , 9 0 2 5 , 1 2 7 , 3 6 7 5 , 2 7 9 , 8 8 6 5 , 4 3 6 , 3 3 5 Co m m u n i t y d e v e l o p m e n t 2 , 7 4 8 , 8 8 3 3 , 0 4 6 , 0 8 1 3 , 3 9 2 , 5 2 0 3 , 1 7 3 , 2 3 2 3 , 4 2 9 , 2 9 0 3 , 2 9 6 , 7 6 0 2 , 1 0 7 , 8 0 8 2 , 0 0 6 , 7 3 6 2 , 3 8 8 , 7 0 1 2 , 3 2 7 , 7 5 1 In t e r e s t a n d o t h e r f i s c a l c h a n g e s 1 , 5 6 7 , 3 7 0 1 , 5 9 8 , 1 8 5 1 , 3 1 2 , 9 8 1 1 , 0 0 8 , 0 9 5 9 5 0 , 2 4 7 9 8 8 , 0 5 9 1 , 0 1 1 , 1 1 5 1 , 0 9 3 , 9 8 9 1 , 1 1 8 , 2 8 6 1 , 0 6 0 , 7 2 7 To t a l g o v e r n m e n t a l a c t i v i t i e s 81 , 9 5 0 , 6 4 4 98 , 2 6 5 , 1 2 3 81 , 4 4 1 , 0 1 4 68 , 9 3 5 , 6 8 9 69 , 7 8 9 , 8 8 5 71 , 1 8 5 , 7 6 0 71 , 4 5 3 , 8 7 0 67 , 6 3 8 , 5 0 5 75 , 6 7 5 , 5 2 4 81 , 3 2 1 , 3 9 7 Bu s i n e s s - t y p e a c t i v i t i e s : El e c t r i c 35 , 5 2 1 , 2 4 9 32 , 7 9 1 , 5 0 2 32 , 2 8 2 , 5 1 6 33 , 0 2 2 , 5 7 4 31 , 3 6 1 , 2 4 2 31 , 6 2 8 , 2 3 2 30 , 2 0 0 , 9 5 6 33 , 9 0 1 , 4 9 7 34 , 1 8 2 , 9 8 7 33 , 1 7 1 , 4 0 3 Wa t e r a n d s e w a g e 9, 9 0 2 , 8 9 0 10 , 4 9 1 , 1 6 7 10 , 1 4 1 , 2 3 8 9, 5 3 8 , 6 4 0 9, 2 0 6 , 7 1 9 9, 7 7 6 , 6 2 8 10 , 0 0 0 , 0 5 6 10 , 5 6 8 , 8 4 0 10 , 9 9 9 , 4 2 0 10 , 6 7 1 , 7 9 8 Ci v i c C e n t e r 4, 0 8 5 , 1 7 3 2, 6 9 3 , 6 8 3 4, 3 8 2 , 3 1 6 4, 2 9 1 , 1 2 1 4, 7 0 8 , 6 3 4 4, 0 4 6 , 1 2 5 4, 1 0 3 , 5 7 7 2, 8 8 8 , 2 6 3 2, 6 0 0 , 2 4 9 2, 8 3 8 , 4 9 9 Ca t e r i n g a n d c o n c e s s i o n s 73 8 , 2 4 0 45 7 , 9 4 4 87 5 , 2 9 3 93 7 , 7 5 8 98 1 , 3 9 6 93 3 , 8 9 4 98 0 , 1 4 7 85 1 , 7 6 0 85 6 , 8 6 6 84 9 , 3 0 6 To t a l b u s i n e s s - t y p e a c t i v i t i e s 50 , 2 4 7 , 5 5 2 46 , 4 3 4 , 2 9 6 47 , 6 8 1 , 3 6 3 47 , 7 9 0 , 0 9 3 46 , 2 5 7 , 9 9 1 46 , 3 8 4 , 8 7 9 45 , 2 8 4 , 7 3 6 48 , 2 1 0 , 3 6 0 48 , 6 3 9 , 5 2 2 47 , 5 3 1 , 0 0 6 To t a l P r i m a r y G o v e r n m e n t 13 2 , 1 9 8 , 1 9 6 $ 1 4 4 , 6 9 9 , 4 1 9 $ 1 2 9 , 1 2 2 , 3 7 7 $ 1 1 6 , 7 2 5 , 7 8 2 $ 1 1 6 , 0 4 7 , 8 7 6 $ 1 1 7 , 5 7 0 , 6 3 9 $ 1 1 6 , 7 3 8 , 6 0 6 $ 1 1 5 , 8 4 8 , 8 6 5 $ 1 2 4 , 3 1 5 , 0 4 6 $ 1 2 8 , 8 5 2 , 4 0 3 $ Pr o g r a m r e v e n u e s Go v e r n m e n t a l a c t i v i t i e s : Ch a r g e s f o r s e r v i c e s Pu b l i c s a f e t y 1 , 5 1 6 , 4 1 1 $ 1 , 4 0 6 , 1 5 0 $ 1 , 3 7 8 , 1 1 7 $ 1 , 4 8 7 , 1 8 0 $ 1 , 3 5 8 , 6 1 2 $ 1 , 2 3 7 , 9 8 5 $ 1 , 2 8 1 , 5 0 9 $ 1 , 2 3 7 , 9 0 1 $ 1 , 1 0 3 , 7 6 5 $ 1 , 0 6 9 , 9 6 9 $ Pu b l i c w o r k s 1 , 9 6 4 , 8 0 2 1 , 8 8 8 , 5 8 8 1 , 8 5 9 , 3 1 0 1 , 4 8 8 , 9 3 4 1 , 5 2 8 , 9 4 5 2 , 5 6 3 , 6 2 0 4 , 7 0 6 , 2 1 9 4 , 3 5 1 , 1 5 7 3 , 6 9 5 , 6 6 7 3 , 5 2 3 , 9 7 0 Ot h e r a c t i v i t i e s 9 7 5 , 7 0 0 7 2 4 , 7 9 7 7 7 7 , 3 9 7 9 8 1 , 6 3 4 1 , 1 6 2 , 1 9 3 1 , 2 5 4 , 6 3 9 7 7 9 , 3 8 4 8 4 9 , 5 9 6 1 , 0 0 9 , 3 4 2 1 , 0 3 4 , 1 2 9 Op e r a t i n g g r a n t s a n d c o n t r i b u t i o n s 9 , 8 6 3 , 6 8 2 9 , 8 5 6 , 5 7 8 9 , 4 5 8 , 1 1 2 8 , 4 6 6 , 9 6 4 8 , 2 0 7 , 8 4 8 8 , 3 1 8 , 6 9 0 7 , 6 2 3 , 3 7 3 7 , 5 6 7 , 9 7 3 6 , 9 7 5 , 6 9 9 7 , 4 3 6 , 1 9 5 Ca p i t a l g r a n t s a n d c o n t r i b u t i o n s 1 , 9 5 0 , 0 1 9 8 , 6 0 8 , 4 7 2 1 , 3 4 4 , 3 2 4 5 6 6 , 3 6 6 1 , 4 0 3 , 3 2 7 2 0 2 , 4 5 1 8 0 , 4 0 6 1 9 2 , 4 3 0 3 9 1 , 3 9 9 2 , 0 0 3 , 2 5 1 To t a l g o v e r n m e n t a l a c t i v i t i e s 1 6 , 2 7 0 , 6 1 4 2 2 , 4 8 4 , 5 8 5 1 4 , 8 1 7 , 2 6 0 1 2 , 9 9 1 , 0 7 8 1 3 , 6 6 0 , 9 2 5 1 3 , 5 7 7 , 3 8 5 1 4 , 4 7 0 , 8 9 1 1 4 , 1 9 9 , 0 5 7 1 3 , 1 7 5 , 8 7 2 1 5 , 0 6 7 , 5 1 4 Bu s i n e s s - t y p e a c t i v i t i e s : Ch a r g e s f o r s e r v i c e s El e c t r i c 4 0 , 2 9 4 , 9 5 7 3 8 , 0 4 5 , 8 0 4 3 8 , 4 4 1 , 2 5 6 3 9 , 7 1 9 , 8 5 9 4 0 , 1 5 3 , 9 2 3 3 9 , 4 3 7 , 3 3 0 3 8 , 0 8 0 , 1 4 9 3 9 , 7 1 5 , 7 0 5 3 9 , 8 6 1 , 2 0 1 4 0 , 2 8 0 , 1 6 1 Wa t e r a n d s e w a g e 1 4 , 6 6 4 , 7 8 2 1 4 , 2 0 0 , 5 7 0 1 4 , 2 2 2 , 8 4 4 1 4 , 1 6 5 , 3 7 9 1 4 , 0 0 9 , 5 7 6 1 3 , 5 3 0 , 6 5 9 1 3 , 5 3 7 , 3 1 0 1 3 , 6 5 8 , 2 8 1 1 2 , 6 4 5 , 2 1 6 1 1 , 7 2 9 , 7 5 5 Ci v i c C e n t e r 2 , 5 9 5 , 9 9 8 5 2 2 , 2 7 6 2 , 2 8 2 , 1 5 3 2 , 7 4 5 , 5 8 2 3 , 1 0 6 , 1 4 4 2, 4 7 5 , 6 6 1 2, 3 1 3 , 3 4 8 79 9 , 9 4 8 93 4 , 0 4 7 77 5 , 4 3 7 Ca t e r i n g a n d c o n c e s s i o n s 69 8 , 3 1 7 20 6 , 5 5 9 67 4 , 4 0 4 77 8 , 6 0 5 92 2 , 2 8 7 81 9 , 5 7 1 93 5 , 9 7 3 79 1 , 3 1 1 77 9 , 2 2 0 78 1 , 4 6 9 Op e r a t i n g g r a n t s a n d c o n t r i b u t i o n s El e c t r i c 37 , 7 1 8 - - - - - - - - - Ci v i c C e n t e r 1, 2 6 8 , 5 4 2 - - - - - - - - - Wa t e r a n d s e w a g e 27 , 0 1 5 - - - - - - - - - Ca p i t a l g r a n t s a n d c o n t r i b u t i o n s El e c t r i c - - 78 , 0 3 4 - 12 4 , 3 8 5 - - 47 , 1 9 6 27 , 3 8 0 - Ci v i c C e n t e r - - - - 51 , 1 3 3 - - - - - Wa t e r a n d s e w a g e 16 2 , 7 4 6 54 1 , 9 1 5 - - - - - - 21 , 6 7 1 - To t a l b u s i n e s s - t y p e a c t i v i t i e s 59 , 7 5 0 , 0 7 5 53 , 5 1 7 , 1 2 4 55 , 6 9 8 , 6 9 1 57 , 4 0 9 , 4 2 5 58 , 3 6 7 , 4 4 8 56 , 2 6 3 , 2 2 1 54 , 8 6 6 , 7 8 0 55 , 0 1 2 , 4 4 1 54 , 2 6 8 , 7 3 5 53 , 5 6 6 , 8 2 2 To t a l P r i m a r y G o v e r n m e n t 76 , 0 2 0 , 6 8 9 $ 7 6 , 0 0 1 , 7 0 9 $ 7 0 , 5 1 5 , 9 5 1 $ 7 0 , 4 0 0 , 5 0 3 $ 7 2 , 0 2 8 , 3 7 3 $ 6 9 , 8 4 0 , 6 0 6 $ 6 9 , 3 3 7 , 6 7 1 $ 6 9 , 2 1 1 , 4 9 8 $ 6 7 , 4 4 4 , 6 0 7 $ 6 8 , 6 3 4 , 3 3 6 $ (a c c r u a l b a s i s o f a c c o u n t i n g ) TA B L E 2 UN A U D I T E D CI T Y O F S A L E M , V I R G I N I A CH A N G E S I N N E T P O S I T I O N LA S T T E N F I S C A L Y E A R S 142 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 20 1 6 20 1 5 20 1 4 20 1 3 Ne t ( e x p e n s e ) r e v e n u e To t a l g o v e r n m e n t a l a c t i v i t i e s (6 5 , 6 8 0 , 0 3 0 ) $ (7 5 , 7 8 0 , 5 3 8 ) $ (6 6 , 6 2 3 , 7 5 4 ) $ (5 5 , 9 4 4 , 6 1 1 ) $ (5 6 , 1 2 8 , 9 6 0 ) $ (5 7 , 6 0 8 , 3 7 5 ) $ (5 6 , 9 8 2 , 9 7 9 ) $ (5 3 , 4 3 9 , 4 4 8 ) $ (6 2 , 4 9 9 , 6 5 2 ) $ (6 6 , 2 5 3 , 8 8 3 ) $ To t a l b u s i n e s s - t y p e a c t i v i t i e s 9, 5 0 2 , 5 2 3 7, 0 8 2 , 8 2 8 8, 0 1 7 , 3 2 8 9, 6 1 9 , 3 3 2 12 , 1 0 9 , 4 5 7 9, 8 7 8 , 3 4 2 9, 5 8 2 , 0 4 4 6, 8 0 2 , 0 8 1 5, 6 2 9 , 2 1 3 6, 0 3 5 , 8 1 6 To t a l p r i m a r y g o v e r n m e n t (5 6 , 1 7 7 , 5 0 7 ) $ (6 8 , 6 9 7 , 7 1 0 ) $ (5 8 , 6 0 6 , 4 2 6 ) $ (4 6 , 3 2 5 , 2 7 9 ) $ (4 4 , 0 1 9 , 5 0 3 ) $ (4 7 , 7 3 0 , 0 3 3 ) $ (4 7 , 4 0 0 , 9 3 5 ) $ (4 6 , 6 3 7 , 3 6 7 ) $ (5 6 , 8 7 0 , 4 3 9 ) $ (6 0 , 2 1 8 , 0 6 7 ) $ Ge n e r a l R e v e n u e s a n d O t h e r C h a n g e s i n N e t P o s i t i o n Go v e r n m e n t a l a c t i v i t i e s : Ta x e s Pr o p e r t y t a x e s 4 3 , 0 3 7 , 3 5 1 $ 4 0 , 3 6 7 , 1 2 8 $ 3 8 , 3 7 4 , 5 9 7 $ 3 6 , 8 2 5 , 1 3 3 $ 3 5 , 6 8 8 , 2 3 1 $ 3 5 , 6 3 1 , 6 6 5 $ 3 4 , 6 1 0 , 1 5 4 $ 3 3 , 3 7 1 , 6 0 9 $ 3 2 , 6 6 6 , 1 7 2 $ 3 2 , 2 7 2 , 9 9 5 $ Lo c a l s a l e s a n d u s e t a x e s 9 , 0 7 1 , 9 0 8 7 , 8 3 7 , 5 5 4 7 , 6 6 1 , 7 7 2 7 , 2 9 6 , 2 7 2 7 , 0 1 5 , 2 9 6 7 , 1 7 4 , 0 3 4 6 , 6 3 8 , 4 4 8 6 , 6 8 8 , 5 0 9 6 , 4 3 2 , 1 1 0 6 , 0 8 3 , 0 3 0 Bu s i n e s s l i c e n s e t a x 6 , 1 7 6 , 3 6 1 5 , 5 4 6 , 2 8 7 5 , 5 7 2 , 6 3 8 5 , 6 1 5 , 3 3 7 5 , 3 3 3 , 3 8 2 5 , 3 2 0 , 8 6 5 5 , 3 9 1 , 2 1 5 5 , 0 8 8 , 7 2 4 5 , 0 7 8 , 7 5 5 5 , 1 0 7 , 9 8 3 Me a l s t a x 5 , 8 3 5 , 2 3 8 4 , 9 7 3 , 6 3 0 4 , 7 4 7 , 5 1 3 5 , 0 8 5 , 1 6 8 4 , 8 0 2 , 7 8 0 4 , 7 1 8 , 6 3 1 4 , 7 1 5 , 1 3 7 4 , 4 6 4 , 8 7 3 4 , 2 7 7 , 7 4 1 4 , 1 1 8 , 0 4 1 Ut i l i t y t a x e s 1 , 2 2 0 , 6 3 6 1 , 1 7 9 , 6 7 6 1 , 1 9 0 , 1 5 3 1 , 2 0 3 , 0 2 0 1 , 2 0 8 , 9 4 3 1 , 1 8 2 , 9 6 3 1 , 1 6 9 , 8 9 4 1 , 2 1 7 , 2 9 9 1 , 1 5 0 , 6 9 1 1 , 1 5 3 , 1 9 0 Ot h e r t a x e s 4 , 4 2 9 , 6 6 9 3 , 5 8 0 , 0 6 4 3 , 4 5 9 , 7 2 8 4 , 0 4 2 , 4 7 4 3 , 9 9 7 , 6 9 7 3 , 9 0 8 , 0 6 4 3 , 8 6 9 , 4 1 1 3 , 4 9 7 , 2 1 9 3 , 1 8 4 , 5 6 8 2 , 9 2 4 , 6 9 4 In t e r g o v e r n m e n t a l r e v e n u e n o t r e s t r i c t e d 3 , 7 2 8 , 3 9 9 7 , 1 6 0 , 1 6 1 5 , 0 0 3 , 5 7 9 3 , 9 5 1 , 3 3 8 3 , 9 5 2 , 1 2 1 3 , 9 4 1 , 9 3 7 3 , 9 8 9 , 4 1 3 3 , 9 4 2 , 9 6 0 3 , 9 6 1 , 7 8 2 3 , 8 5 9 , 3 8 0 Un r e s t r i c t e d i n v e s t m e n t e a r n i n g s 4 2 0 , 3 9 9 2 4 8 , 5 1 4 1 , 7 0 7 , 7 4 0 9 9 4 , 0 3 7 7 5 2 , 6 7 2 5 5 4 , 4 3 7 2 6 9 , 3 5 0 1 6 4 , 5 8 5 1 4 3 , 1 8 6 1 3 4 , 6 5 0 Ga i n o n s a l e o f p r o p e r t y 1 0 5 , 4 8 6 9 3 , 1 3 1 4 0 , 7 7 8 4 4 , 4 7 1 3 5 , 6 4 7 2 0 , 9 8 5 1 0 0 , 0 8 1 3 8 9 , 2 9 0 3 3 , 0 5 1 1, 1 9 8 Ot h e r 7 4 3 , 5 4 2 7 4 4 , 0 8 6 6 4 1 , 4 7 9 7 5 7 , 3 2 9 6 2 6 , 3 7 2 6 7 6 , 5 0 2 9 8 6 , 1 8 2 5 8 6 , 0 0 8 5 5 4 , 3 0 3 6 0 6 , 6 5 7 Tr a n s f e r s 1 , 6 2 7 , 5 9 4 1 , 6 8 9 , 1 5 6 1 , 3 1 0 , 6 0 6 1 , 3 3 2 , 7 0 6 2 , 0 0 8 , 3 0 4 2 , 3 5 3 , 1 2 2 2 , 1 3 3 , 0 2 3 2 , 2 6 6 , 1 2 0 1 , 6 9 4 , 3 3 0 1 , 0 6 9 , 8 2 2 To t a l g o v e r n m e n t a l a c t i v i t i e s 7 6 , 3 9 6 , 5 8 3 7 3 , 4 1 9 , 3 8 7 6 9 , 7 1 0 , 5 8 3 6 7 , 1 4 7 , 2 8 5 6 5 , 4 2 1 , 4 4 5 6 5 , 4 8 3 , 2 0 5 6 3 , 8 7 2 , 3 0 8 6 1 , 6 7 7 , 1 9 6 5 9 , 1 7 6 , 6 8 9 5 7 , 3 3 1 , 6 4 0 Bu s i n e s s - t y p e a c t i v i t i e s : Un r e s t r i c t e d i n v e s t m e n t e a r n i n g s 9 4 , 7 3 3 8 5 , 1 9 9 1 6 6 , 3 1 7 1 8 9 , 3 0 2 7 8 , 5 1 1 3 5 , 9 3 1 9 3 1 5 8 1 7 2 1 6 8 Ga i n o n s a l e o f p r o p e r t y 4 0 , 1 0 7 - - - 8 , 4 8 3 - 1 , 4 3 5 8 , 2 2 5 5 , 0 1 3 1 , 6 3 8 Ot h e r - 2 2 1 , 0 8 4 1 8 3 , 4 2 7 - - - - - - - Tr a n s f e r s ( 1 , 6 2 7 , 5 9 4 ) ( 1 , 6 8 9 , 1 5 6 ) ( 1 , 3 1 0 , 6 0 6 ) ( 1 , 3 3 2 , 7 0 6 ) ( 2 , 0 0 8 , 3 0 4 ) ( 2 , 3 5 3 , 1 2 2 ) ( 2 , 1 3 3 , 0 2 3 ) ( 2 , 2 6 6 , 1 2 0 ) ( 1 , 6 9 4 , 3 3 0 ) ( 1 , 0 6 9 , 8 2 2 ) To t a l b u s i n e s s - t y p e a c t i v i t i e s ( 1 , 4 9 2 , 7 5 4 ) ( 1 , 3 8 2 , 8 7 3 ) ( 9 6 0 , 8 6 2 ) ( 1 , 1 4 3 , 4 0 4 ) ( 1 , 9 2 1 , 3 1 0 ) ( 2 , 3 1 7 , 1 9 1 ) ( 2 , 1 3 1 , 4 9 5 ) ( 2 , 2 5 7 , 7 3 7 ) ( 1 , 6 8 9 , 1 4 5 ) ( 1 , 0 6 8 , 0 1 6 ) To t a l P r i m a r y G o v e r n m e n t 74 , 9 0 3 , 8 2 9 $ 7 2 , 0 3 6 , 5 1 4 $ 6 8 , 7 4 9 , 7 2 1 $ 6 6 , 0 0 3 , 8 8 1 $ 6 3 , 5 0 0 , 1 3 5 $ 6 3 , 1 6 6 , 0 1 4 $ 6 1 , 7 4 0 , 8 1 3 $ 5 9 , 4 1 9 , 4 5 9 $ 5 7 , 4 8 7 , 5 4 4 $ 5 6 , 2 6 3 , 6 2 4 $ Ch a n g e s i n N e t P o s i t i o n To t a l g o v e r n m e n t a l a c t i v i t i e s 1 0 , 7 1 6 , 5 5 3 $ ( 2 , 3 6 1 , 1 5 1 ) $ 3 , 0 8 6 , 8 2 9 $ 1 1 , 2 0 2 , 6 7 4 $ 9 , 2 9 2 , 4 8 5 $ 7 , 8 7 4 , 8 3 0 $ 6 , 8 8 9 , 3 2 9 $ 8 , 2 3 7 , 7 4 8 $ ( 3 , 3 2 2 , 9 6 3 ) $ ( 8 , 9 2 2 , 2 4 3 ) $ To t a l b u s i n e s s - t y p e a c t i v i t i e s 8 , 0 0 9 , 7 6 9 5 , 6 9 9 , 9 5 5 7 , 0 5 6 , 4 6 6 8 , 4 7 5 , 9 2 8 1 0 , 1 8 8 , 1 4 7 7 , 5 6 1 , 1 5 1 7 , 4 5 0 , 5 4 9 4 , 5 4 4 , 3 4 4 3 , 9 4 0 , 0 6 8 4 , 9 6 7 , 8 0 0 To t a l P r i m a r y G o v e r n m e n t 18 , 7 2 6 , 3 2 2 $ 3 , 3 3 8 , 8 0 4 $ 1 0 , 1 4 3 , 2 9 5 $ 1 9 , 6 7 8 , 6 0 2 $ 1 9 , 4 8 0 , 6 3 2 $ 1 5 , 4 3 5 , 9 8 1 $ 1 4 , 3 3 9 , 8 7 8 $ 1 2 , 7 8 2 , 0 9 2 $ 6 1 7 , 1 0 5 $ ( 3 , 9 5 4 , 4 4 3 ) $ No t e s : (1 ) E d u c a t i o n e x p e n s e s o f g o v e r n m e n t a l a c t i v i t i e s i n c l u d e $ 5 , 2 7 7 , 6 3 4 o f b o n d f u n d s t r a n s f e r r e d t o t h e S c h o o l D i v i s i o n t o f u n d c a p i t a l p r o j e c t s . (2 ) E d u c a t i o n e x p e n s e s o f g o v e r n m e n t a l a c t i v i t i e s i n c l u d e $ 1 4 , 3 8 4 , 0 5 1 o f b o n d f u n d s t r a n s f e r r e d t o t h e S c h o o l D i v i s i o n t o f u n d c a p i t a l p r o j e c t s . (3 ) E d u c a t i o n e x p e n s e s o f g o v e r n m e n t a l a c t i v i t i e s i n c l u d e $ 3 , 4 4 5 , 9 6 2 o f b o n d f u n d s t r a n s f e r r e d t o t h e S c h o o l D i v i s i o n t o f u n d c a p i t a l p r o j e c t s . (4 ) I n t e r e s t a n d o t h e r f i s c a l c h a r g e s o f g o v e r n m e n t a l a c t i v i t i e s a n d E l e c t r i c e x p e n s e s o f b u s i n e s s - t y p e a c t i v i t i e s w e r e r e s t a t e d t o r e c o r d a m o r t i z a t i o n o f t h e d e f e r r e d l o s s o n r e f u n d i n g o f d e b t f r o m t h e 2 0 1 5 r e f u n d i n g b o n d s . (5 ) I n t e r e s t a n d o t h e r f i s c a l c h a r g e s o f g o v e r n m e n t a l a c t i v i t i e s w a s r e s t a t e d t o r e c o r d a m o r t i z a t i o n o f t h e d e f e r r e d l o s s o n r e f u n d i n g o n d e b t f r o m t h e 2 0 1 1 r e f u n d i n g b o n d s . (6 ) E d u c a t i o n e x p e n s e s o f g o v e r n m e n t a l a c t i v i t i e s i n c l u d e $ 5 , 4 8 1 , 2 0 0 o f b o n d f u n d s t r a n s f e r r e d t o t h e S c h o o l D i v i s i o n t o f u n d c a p i t a l p r o j e c t s . (7 ) I n 2 0 1 4 , t h e C i t y i m p l e m e n t e d G A S B S t a t e m e n t N o . 6 5 r e q u i r i n g d e b t i s s u a n c e c o s t s t o b e e x p e n s e d a s i n c u r r e d a n d a l s o s e g r e g a t e d h e a l t h i n s u r a n c e i n t o i n t e r n a l s e r v i c e f u n d s . (8 ) E d u c a t i o n e x p e n s e s o f g o v e r n m e n t a l a c t i v i t i e s i n c l u d e $ 9 , 5 1 8 , 8 0 0 o f b o n d f u n d s t r a n s f e r r e d t o t h e S c h o o l D i v i s i o n t o f u n d c a p i t a l p r o j e c t s . 143 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 20 1 6 20 1 5 20 1 4 20 1 3 (1 ) Ge n e r a l F u n d No n s p e n d a b l e 1, 0 7 4 , 9 2 3 $ 78 8 , 3 9 9 $ 1, 0 0 9 , 2 6 1 $ 86 2 , 4 3 7 $ 69 4 , 6 5 8 $ 58 8 , 2 0 4 $ 56 7 , 6 0 5 $ 51 4 , 5 5 6 $ 42 1 , 1 1 7 $ 44 7 , 0 9 7 $ Re s t r i c t e d 3, 2 4 2 , 9 5 4 2, 2 6 4 , 1 5 9 7, 4 0 7 , 9 5 5 5, 8 6 8 , 8 6 2 4, 0 7 1 , 7 6 5 4, 2 4 5 , 2 4 8 1, 9 5 9 , 6 3 8 4, 1 8 0 , 4 1 5 2, 6 6 1 , 9 5 8 1, 8 9 6 , 7 3 1 Co m m i t t e d 12 9 , 6 0 1 97 , 6 9 2 12 0 , 2 9 1 11 0 , 0 9 2 94 , 7 8 9 89 , 2 6 1 76 , 2 1 9 - - - As s i g n e d 81 6 , 9 1 5 87 5 , 2 7 4 85 7 , 0 4 1 69 7 , 0 4 3 74 1 , 6 7 7 67 2 , 2 5 1 74 3 , 7 2 7 50 5 , 6 3 3 46 5 , 1 7 8 94 1 , 6 2 6 Un a s s i g n e d 55 , 1 7 5 , 8 7 0 45 , 9 5 3 , 2 5 2 37 , 4 5 6 , 9 6 8 32 , 6 5 2 , 5 9 9 28 , 8 0 3 , 3 2 2 22 , 2 1 2 , 4 3 3 15 , 7 0 1 , 1 2 4 9, 7 9 7 , 3 9 3 5, 2 7 1 , 6 0 9 3, 5 1 7 , 7 1 8 To t a l G e n e r a l F u n d 60 , 4 4 0 , 2 6 3 $ 49 , 9 7 8 , 7 7 6 $ 46 , 8 5 1 , 5 1 6 $ 40 , 1 9 1 , 0 3 3 $ 34 , 4 0 6 , 2 1 1 $ 27 , 8 0 7 , 3 9 7 $ 19 , 0 4 8 , 3 1 3 $ 14 , 9 9 7 , 9 9 7 $ 8, 8 1 9 , 8 6 2 $ 6, 8 0 3 , 1 7 2 $ Al l O t h e r G o v e r n m e n t a l F u n d s Re s t r i c t e d 1 9 , 2 7 6 , 9 6 9 $ 1 0 , 7 2 9 , 1 1 8 $ 2 7 , 3 5 8 , 8 2 7 $ 1 , 9 8 3 , 8 2 5 $ 9 3 5 , 9 3 3 $ 2 , 8 9 4 , 0 6 1 $ 4 , 1 9 3 , 1 6 9 $ 6 5 , 9 2 5 $ 3 2 5 , 9 6 8 $ 2 2 8 $ Co m m i t t e d - - - - - 54 , 4 5 8 81 , 7 5 4 96 , 5 0 3 12 5 , 6 5 1 11 5 , 0 0 0 As s i g n e d 2, 9 8 4 , 3 6 4 2, 0 0 8 , 1 6 2 1, 3 2 0 , 2 6 6 73 6 , 9 5 9 55 1 , 3 5 6 34 2 , 1 4 9 63 , 8 4 8 - 8, 2 9 1 - Un a s s i g n e d - - - - - - - - - ( 4 3 2 , 3 1 6 ) To t a l a l l o t h e r gov e r n m e n t a l f u n d s 22 , 2 6 1 , 3 3 3 $ 12 , 7 3 7 , 2 8 0 $ 28 , 6 7 9 , 0 9 3 $ 2, 7 2 0 , 7 8 4 $ 1, 4 8 7 , 2 8 9 $ 3, 2 9 0 , 6 6 8 $ 4, 3 3 8 , 7 7 1 $ 16 2 , 4 2 8 $ 45 9 , 9 1 0 $ (31 7 , 0 8 8 ) $ No t e s : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t (1 ) I n 2 0 1 4 , t h e C i t y s e g r e g a t e d h e a l t h i n s u r a n c e i n t o i n t e r n a l s e r v i c e f u n d s . CI T Y O F S A L E M , V I R G I N I A FU N D B A L A N C E S , G O V E R N M E N T A L F U N D S LA S T T E N F I S C A L Y E A R S TA B L E 3 UN A U D I T E D 144 20 2 2 20 2 1 20 2 0 20 1 9 20 1 8 20 1 7 20 1 6 20 1 5 20 1 4 20 1 3 (1 ) (2 ) Re v e n u e s Ta x e s 6 9 , 9 7 5 , 5 1 3 $ 63 , 9 4 3 , 5 6 5 $ 61 , 0 6 6 , 7 9 5 $ 60 , 4 0 4 , 4 5 9 $ 58 , 5 8 3 , 4 5 9 $ 58 , 6 6 8 , 8 9 1 $ 57 , 1 1 6 , 1 5 8 $ 54 , 6 9 7 , 9 0 1 $ 53 , 2 0 3 , 5 5 3 $ 52 , 2 7 6 , 4 7 2 $ Pe r m i t s , f e e s a n d l i c e n s e s 41 1 , 6 0 0 34 0 , 6 4 9 34 9 , 0 8 1 34 3 , 8 1 1 31 3 , 8 6 0 27 7 , 5 8 2 39 4 , 9 6 8 39 4 , 8 2 7 21 8 , 8 0 4 19 8 , 7 4 2 Fi n e s a n d f o r f e i t u r e s 12 3 , 3 5 2 62 , 4 8 9 64 , 4 6 0 10 9 , 7 0 5 13 7 , 9 1 1 14 5 , 8 2 0 11 6 , 4 1 7 12 7 , 0 0 2 12 6 , 7 6 1 15 3 , 5 8 4 Re v e n u e f r o m u s e o f m o n e y a n d p r o p e r t y 75 0 , 5 3 5 56 8 , 6 0 7 1, 9 9 2 , 3 0 1 1, 2 9 3 , 4 4 9 1, 0 4 9 , 3 6 8 84 2 , 6 2 4 53 1 , 3 7 9 51 1 , 9 8 0 69 7 , 5 6 5 69 7 , 1 4 0 Ch a r g e s f o r s e r v i c e s 3, 5 6 1 , 6 1 7 3, 2 1 7 , 8 1 8 3, 5 7 6 , 0 5 6 3, 2 1 2 , 5 8 5 3, 1 1 8 , 0 6 5 4, 1 9 2 , 4 3 6 6, 0 7 5 , 6 3 9 5, 6 3 2 , 1 7 2 4, 9 5 6 , 3 6 8 4, 9 2 5 , 2 2 1 Ot h e r 38 2 , 3 8 2 35 4 , 6 9 8 27 7 , 8 2 8 25 0 , 3 8 1 49 6 , 5 1 0 40 9 , 1 3 1 35 7 , 1 1 5 15 3 , 7 4 8 16 0 , 0 9 5 24 7 , 1 4 9 In t e r g o v e r n m e n t a l 14 , 5 5 3 , 9 4 9 18 , 7 8 1 , 3 9 7 15 , 7 6 2 , 7 7 3 13 , 1 6 5 , 8 5 7 13 , 3 6 0 , 8 3 6 12 , 6 5 2 , 8 2 7 11 , 6 0 3 , 4 1 6 11 , 6 3 8 , 7 4 0 11 , 2 8 9 , 5 6 9 13 , 1 2 9 , 2 1 4 To t a l r e v e n u e s 89 , 7 5 8 , 9 4 8 87 , 2 6 9 , 2 2 3 83 , 0 8 9 , 2 9 4 78 , 7 8 0 , 2 4 7 77 , 0 6 0 , 0 0 9 77 , 1 8 9 , 3 1 1 76 , 1 9 5 , 0 9 2 73 , 1 5 6 , 3 7 0 70 , 6 5 2 , 7 1 5 71 , 6 2 7 , 5 2 2 Ex p e n d i t u r e s Ge n e r a l g o v e r n m e n t 6, 8 4 4 , 1 4 3 6, 6 7 9 , 5 8 3 6, 7 0 3 , 2 7 4 6, 1 5 2 , 8 3 8 5, 6 7 9 , 0 0 4 6, 4 1 0 , 0 8 6 5, 9 1 8 , 1 1 0 6, 0 6 2 , 7 6 3 5, 6 8 9 , 5 1 0 5, 8 8 1 , 3 4 4 Ju d i c i a l a d m i n i s t r a t i o n 2, 4 5 8 , 0 9 9 2, 3 6 8 , 5 0 2 2, 1 8 0 , 4 0 1 2, 0 9 2 , 6 2 5 2, 0 3 3 , 0 6 8 2, 0 1 8 , 8 9 8 2, 0 2 6 , 2 5 5 1, 9 1 3 , 6 6 6 1, 9 1 9 , 9 6 1 1, 8 6 6 , 0 5 0 Pu b l i c s a f e t y 17 , 7 3 7 , 2 9 8 17 , 6 1 5 , 9 9 8 17 , 3 6 8 , 1 0 1 16 , 1 1 2 , 9 6 0 15 , 7 4 1 , 3 0 0 16 , 4 0 3 , 6 2 7 15 , 8 2 4 , 8 9 9 15 , 7 7 9 , 7 1 7 16 , 3 5 8 , 1 6 5 16 , 3 7 1 , 6 8 5 Pu b l i c w o r k s 9, 0 4 4 , 4 2 6 15 , 1 4 4 , 6 0 7 8, 5 0 7 , 7 7 9 8, 2 8 9 , 4 6 3 9, 7 9 6 , 7 6 5 8, 4 5 2 , 5 6 9 14 , 6 7 2 , 4 9 8 10 , 7 0 9 , 1 2 0 11 , 0 8 7 , 7 4 0 11 , 5 0 2 , 4 8 5 He a l t h a n d w e l f a r e 5, 2 5 3 , 9 8 3 5, 5 2 3 , 8 2 7 4, 7 7 9 , 8 5 3 3, 8 7 7 , 8 3 0 3, 2 0 2 , 4 9 8 2, 9 0 9 , 3 4 3 2, 8 2 7 , 4 5 9 2, 9 0 0 , 3 8 9 2, 4 6 5 , 1 9 4 2, 6 7 2 , 6 3 1 Ed u c a t i o n 26 , 6 1 1 , 3 0 8 34 , 6 0 6 , 6 3 6 25 , 3 4 1 , 1 4 8 21 , 0 2 6 , 3 7 7 20 , 1 7 0 , 2 9 8 19 , 7 6 0 , 2 4 2 19 , 7 3 9 , 5 1 2 19 , 1 5 1 , 2 7 0 25 , 1 0 3 , 2 4 3 30 , 2 9 5 , 2 2 8 Pa r k s , r e c r e a t i o n a n d c u l t u r a l 5, 9 6 7 , 2 5 9 5, 4 7 1 , 9 4 4 5, 1 3 4 , 9 3 9 5, 2 2 5 , 5 1 7 5, 1 0 6 , 7 6 6 5, 0 7 1 , 5 6 6 4, 4 8 2 , 4 1 4 4, 4 0 1 , 2 6 3 4, 3 2 3 , 0 4 0 4, 5 0 8 , 3 1 9 Co m m u n i t y d e v e l o p m e n t 2, 7 8 0 , 2 5 3 2, 8 6 4 , 7 3 2 3, 2 5 5 , 3 0 1 4, 5 8 2 , 9 9 2 3, 3 4 0 , 9 1 1 3, 1 7 8 , 8 4 4 1, 0 8 7 , 6 0 6 1, 0 6 2 , 1 8 4 85 7 , 2 1 9 82 9 , 0 8 1 No n - d e p a r t m e n t a l 2, 1 6 8 , 8 1 9 2, 1 8 7 , 2 1 2 2, 2 1 0 , 7 1 5 2, 0 1 8 , 4 0 6 1, 9 7 8 , 7 7 8 2, 0 8 5 , 3 4 3 3, 2 4 0 , 0 7 5 3, 2 4 8 , 4 0 9 2, 7 5 9 , 9 4 0 2, 8 6 7 , 8 0 7 Ca p i t a l p r o j e c t s 2, 9 1 9 , 6 6 7 4, 2 5 6 , 0 2 1 2, 7 6 8 , 8 4 7 4, 8 8 6 , 8 3 5 3, 3 0 2 , 6 1 4 1, 6 7 4 , 8 6 1 2, 1 8 7 , 5 9 5 69 7 , 5 0 3 1, 7 8 8 , 4 6 9 2, 3 7 7 , 8 8 4 De b t s e r v i c e : Pr i n c i p a l r e t i r e m e n t 3, 2 3 0 , 4 8 3 3, 2 8 5 , 3 7 1 3, 0 1 7 , 4 4 6 3, 0 5 6 , 5 1 1 3, 0 5 5 , 3 1 9 3, 0 8 2 , 9 9 9 2, 9 8 8 , 3 1 4 3, 0 1 8 , 7 3 8 2, 6 4 7 , 5 1 4 7, 7 6 5 , 6 8 5 In t e r e s t 1, 6 8 0 , 7 7 2 1, 6 4 9 , 8 3 0 92 8 , 4 0 5 83 1 , 2 8 2 90 8 , 7 2 0 96 0 , 4 1 9 94 1 , 3 8 6 1, 1 0 1 , 8 2 9 98 0 , 5 5 8 82 4 , 8 2 4 Bo n d i s s u a n c e c o s t 79 , 4 0 0 61 , 1 6 0 35 0 , 3 9 4 73 , 8 4 9 - - 32 , 9 8 7 10 , 3 7 7 15 , 5 0 0 45 , 7 5 0 To t a l e x p e n d i t u r e s 86 , 7 7 5 , 9 1 0 10 1 , 7 1 5 , 4 2 3 82 , 5 4 6 , 6 0 3 78 , 2 2 7 , 4 8 5 74 , 3 1 6 , 0 4 1 72 , 0 0 8 , 7 9 7 75 , 9 6 9 , 1 1 0 70 , 0 5 7 , 2 2 8 75 , 9 9 6 , 0 5 3 87 , 8 0 8 , 7 7 3 Ex c e s s ( d e f i c i e n c y ) o f r e v e n u e s o v e r ( u n d e r ) e x p e n d i t u r e s 2, 9 8 3 , 0 3 8 (1 4 , 4 4 6 , 2 0 0 ) 54 2 , 6 9 1 55 2 , 7 6 2 2, 7 4 3 , 9 6 8 5, 1 8 0 , 5 1 4 22 5 , 9 8 2 3, 0 9 9 , 1 4 2 (5 , 3 4 3 , 3 3 8 ) (1 6 , 1 8 1 , 2 5 1 ) Ot h e r F i n a n c i n g S o u r c e s ( U s e s ) Is s u a n c e o f l o n g - t e r m d e b t 15 , 0 8 0 , 0 0 0 - 2 6 , 5 5 5 , 0 0 0 5, 0 2 5 , 0 0 0 - - 5 , 2 8 1 , 4 0 0 - 7 , 2 7 5 , 0 0 0 9, 5 1 8 , 8 0 0 Is s u a n c e o f r e f u n d i n g b o n d s - 1 , 5 5 5 , 0 0 0 5, 7 9 9 , 0 2 3 - - - - 1 , 9 3 2 , 0 9 7 - 5 , 0 3 6 , 2 0 0 Pa y m e n t t o r e f u n d e d b o n d e s c r o w a g e n t - ( 1 , 4 9 3 , 0 8 9 ) (7 , 0 7 4 , 4 5 9 ) - - - - ( 1 , 9 2 1 , 7 2 0 ) - - Pr e m i u m o n s a l e o f b o n d s - - 5 , 2 6 2 , 3 5 2 - - - - - - - Pr o c e e d s f r o m s a l e o f c a p i t a l a s s e t s 15 5 , 9 0 2 92 , 6 0 5 40 , 7 7 8 41 , 1 6 7 34 , 0 8 4 17 7 , 3 4 5 21 1 , 2 5 4 50 5 , 0 1 4 - - Is s u a n c e o f f i n a n c e d p u r c h a s e o b l i g a t i o n - - 72 , 6 4 8 - - - 37 5 , 0 0 0 - - - In c e p t i o n o f l e a s e s 63 , 0 9 6 - - - - - - - - - In s u r a n c e r e c o v e r i e s 75 , 9 1 0 21 , 8 3 5 72 , 6 5 3 66 , 6 8 2 9, 0 7 9 - - - - - Tr a n s f e r s i n 9, 8 3 7 , 1 9 2 9, 2 2 9 , 5 7 3 7, 8 8 0 , 9 6 1 7, 5 5 2 , 2 5 1 7, 3 8 3 , 1 8 6 7, 6 7 6 , 9 9 9 7, 9 3 0 , 2 4 1 7, 7 6 6 , 2 3 3 6, 8 3 2 , 9 0 3 5, 6 2 6 , 8 5 1 Tr a n s f e r s o u t (8 , 2 0 9 , 5 9 8 ) (7 , 7 7 4 , 2 7 7 ) (6 , 5 3 2 , 8 5 5 ) (6 , 2 1 9 , 5 4 5 ) (5 , 3 7 4 , 8 8 2 ) (5 , 3 2 3 , 8 7 7 ) (5 , 7 9 7 , 2 1 8 ) (5 , 5 0 0 , 1 1 3 ) (5 , 1 3 1 , 5 6 9 ) (4 , 5 5 7 , 0 2 9 ) To t a l o t h e r f i n a n c i n g s o u r c e s , n e t 17 , 0 0 2 , 5 0 2 1, 6 3 1 , 6 4 7 32 , 0 7 6 , 1 0 1 6, 4 6 5 , 5 5 5 2, 0 5 1 , 4 6 7 2, 5 3 0 , 4 6 7 8, 0 0 0 , 6 7 7 2, 7 8 1 , 5 1 1 8, 9 7 6 , 3 3 4 15 , 6 2 4 , 8 2 2 Ne t c h a n g e i n f u n d b a l a n c e s 19 , 9 8 5 , 5 4 0 $ (1 2 , 8 1 4 , 5 5 3 ) $ 3 2 , 6 1 8 , 7 9 2 $ 7, 0 1 8 , 3 1 7 $ 4, 7 9 5 , 4 3 5 $ 7, 7 1 0 , 9 8 1 $ 8, 2 2 6 , 6 5 9 $ 5, 8 8 0 , 6 5 3 $ 3, 6 3 2 , 9 9 6 $ (5 5 6 , 4 2 9 ) $ De b t s e r v i c e a s a p e r c e n t a g e o f no n c a p i t a l e x p e n d i t u r e s 6. 0 3 % 5 . 2 9 % 5 . 0 9 % 5 . 5 3 % 5 . 6 2 % 5 . 8 7 % 5 . 4 4 % 6 . 0 6 % 4 . 9 3 % 1 0 . 1 6 % No t e s : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t (1 ) I n 2 0 1 4 , t h e C i t y s e g r e g a t e d h e a l t h i n s u r a n c e i n t o i n t e r n a l s e r v i c e f u n d s . (2 ) P r i n c i p a l r e t i r e m e n t i n c l u d e s t h e c u r r e n t r e f u n d i n g o f a g e n e r a l o b l i g a t i o n n o t e f o r $ 5 , 0 1 0 , 0 0 0 . TA B L E 4 CI T Y O F S A L E M , V I R G I N I A CH A N G E S I N F U N D B A L A N C E , G O V E R N M E N T A L F U N D S LA S T T E N F I S C A L Y E A R S UN A U D I T E D 145 To t a l Di r e c t D i r e c t D i r e c t D i r e c t D i r e c t T o t a l T a x a b l e D i r e c t Fi s c a l A s s e s s e d T a x A s s e s s e d T a x A s s e s s e d T a x A s s e s s e d T a x A s s e s s e d T a x A s s e s s e d T a x Ye a r V a l u e R a t e V a l u e R a t e V a l u e R a t e V a l u e R a t e V a l u e R a t e V a l u e R a t e 20 2 2 2 , 3 8 4 , 6 3 5 , 1 0 0 $ 1 . 2 0 $ 4 1 7 , 1 3 1 , 3 8 5 $ 3 . 4 0 $ 1 0 2 , 8 7 9 , 4 3 0 $ 3 . 2 0 $ 6 5 , 2 3 5 , 0 1 0 $ 1 . 2 0 $ 7 4 1 , 0 5 2 $ 1 . 2 0 $ 2 , 9 7 0 , 6 2 1 , 9 7 7 $ 1 . 5 4 $ 20 2 1 2 , 2 9 6 , 6 1 5 , 5 6 3 1 . 2 0 34 6 , 8 7 4 , 8 8 1 3. 4 0 99 , 5 5 1 , 5 8 7 3. 2 0 64 , 3 2 4 , 3 3 0 1. 2 0 82 7 , 9 5 4 1. 2 0 2 , 8 0 8 , 1 9 4 , 3 1 5 1. 5 4 20 2 0 2 , 2 2 3 , 0 0 3 , 2 6 1 1. 2 0 31 9 , 0 9 9 , 2 5 0 3. 4 0 98 , 0 8 4 , 4 8 7 3. 2 0 60 , 8 4 0 , 0 8 5 1. 2 0 75 8 , 8 2 2 1. 2 0 2 , 7 0 1 , 7 8 5 , 9 0 5 1. 5 4 20 1 9 2 , 1 4 4 , 5 6 7 , 5 3 9 1. 1 8 31 0 , 4 2 6 , 1 2 7 3. 2 5 91 , 6 4 6 , 2 5 5 3. 2 0 53 , 4 1 8 , 4 6 9 1. 1 8 74 9 , 3 9 2 1. 1 8 2 , 6 0 0 , 8 0 7 , 7 8 2 1. 5 1 20 1 8 2 , 0 9 2 , 8 6 3 , 6 7 6 1. 1 8 30 6 , 8 9 0 , 7 0 0 3. 2 5 97 , 9 9 9 , 4 4 4 3. 2 0 51 , 2 4 7 , 5 6 9 1. 1 8 81 6 , 1 7 4 1. 1 8 2 , 5 4 9 , 8 1 7 , 5 6 3 1. 5 0 20 1 7 2 , 0 5 4 , 4 4 6 , 0 4 9 1. 1 8 31 2 , 4 9 5 , 3 1 3 3. 2 5 89 , 1 8 6 , 6 3 9 3. 2 0 44 , 5 0 7 , 6 4 8 1. 1 8 98 4 , 3 6 8 1. 1 8 2 , 5 0 1 , 6 2 0 , 0 1 7 1. 5 1 20 1 6 2 , 0 2 2 , 9 5 1 , 0 2 4 1. 1 8 29 5 , 1 7 3 , 3 4 6 3. 2 5 91 , 3 2 2 , 1 2 8 3. 2 0 41 , 3 0 8 , 3 5 8 1. 1 8 1, 0 5 9 , 0 6 3 1. 1 8 2 , 4 5 1 , 8 1 3 , 9 1 9 1. 5 0 20 1 5 2 , 0 1 2 , 0 5 0 , 2 4 7 1. 1 8 28 2 , 3 1 1 , 1 2 1 3. 2 5 91 , 9 7 7 , 8 0 5 3. 2 0 40 , 5 1 3 , 4 4 5 1. 1 8 1, 1 9 5 , 5 1 5 1. 1 8 2 , 4 2 8 , 0 4 8 , 1 3 3 1. 5 0 20 1 4 2 , 0 0 3 , 0 0 7 , 3 3 4 1. 1 8 27 6 , 8 4 6 , 2 0 1 3. 2 0 91 , 2 2 6 , 5 3 5 3. 2 0 41 , 4 0 8 , 5 7 5 1. 1 8 1, 2 4 9 , 0 5 0 1. 1 8 2 , 4 1 3 , 7 3 7 , 6 9 5 1. 4 9 20 1 3 1 , 9 9 7 , 4 4 7 , 8 0 0 1. 1 8 26 7 , 7 5 5 , 3 0 7 3. 2 0 84 , 1 6 9 , 1 7 2 3. 2 0 42 , 2 8 1 , 7 5 9 1. 1 8 1, 4 3 1 , 9 4 9 1. 1 8 2 , 3 9 3 , 0 8 5 , 9 8 7 1. 4 7 No t e : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t Ta x r a t e s a r e p e r $ 1 0 0 o f a s s e s s e d v a l u e . Pu b l i c S e r v i c e Co r p o r a t i o n M o b i l e H o m e s TA B L E 5 CI T Y O F S A L E M AS S E S S E D V A L U E A N D A C T U A L V A L U E O F T A X A B L E P R O P E R T Y LA S T T E N F I S C A L Y E A R S UN A U D I T E D Re a l E s t a t e P e r s o n a l P r o p e r t y M a c h i n e r y a n d T o o l s 146 Su p p l e m e n t a l As s e s s m e n t s & Ca l e n d a r Y e a r Ta x e s L e v i e d Ex o n e r a t i o n s C o l l e c t i o n s i n En d e d fo r t h e Pe r c e n t a g e L e v i e d i n S u b s e q u e n t Pe r c e n t a g e De c e m b e r 3 1 , C a l e n d a r Y e a r Am o u n t of L e v y S u b s e q u e n t Y e a r s Yea r s Am o u n t of L e v y 20 2 2 4 3 , 8 9 6 , 1 3 5 $ 4 1 , 9 2 1 , 8 1 8 $ 9 5 . 5 0 % - $ - $ 4 1 , 9 2 1 , 8 1 8 $ 9 5 . 5 0 % 20 2 1 4 0 , 3 2 2 , 4 4 1 3 8 , 7 1 9 , 6 4 2 9 6 . 0 3 % 1 7 , 6 4 4 1 , 1 5 8 , 0 0 0 3 9 , 8 7 7 , 6 4 2 9 8 . 8 5 % 20 2 0 3 8 , 5 4 7 , 6 0 7 3 5 , 6 3 4 , 6 5 1 9 2 . 4 4 % 3 6 , 5 0 5 2 , 6 1 1 , 1 6 2 3 8 , 2 4 5 , 8 1 3 9 9 . 1 2 % 20 1 9 3 6 , 2 7 4 , 8 3 9 3 5 , 1 9 1 , 4 7 8 9 7 . 0 1 % 1 6 8 , 2 6 3 1 , 1 9 2 , 4 2 7 3 6 , 3 8 3 , 9 0 5 9 9 . 8 4 % 20 1 8 3 5 , 8 3 7 , 9 6 3 3 4 , 3 7 5 , 4 0 8 9 5 . 9 2 % ( 3 5 0 , 5 1 9 ) 1 , 0 7 0 , 8 4 9 3 5 , 4 4 6 , 2 5 7 9 9 . 8 8 % 20 1 7 3 5 , 2 5 3 , 1 1 9 3 4 , 0 1 2 , 8 3 6 9 6 . 4 8 % ( 7 1 , 9 9 6 ) 1 , 1 3 7 , 1 6 1 3 5 , 1 4 9 , 9 9 7 9 9 . 9 1 % 20 1 6 3 3 , 8 9 6 , 3 6 4 3 2 , 6 0 8 , 3 1 7 9 6 . 2 0 % ( 1 9 , 5 2 4 ) 1 , 2 2 2 , 2 5 9 3 3 , 8 3 0 , 5 7 6 9 9 . 8 6 % 20 1 5 3 3 , 4 0 7 , 4 9 9 3 1 , 9 0 3 , 9 0 5 9 5 . 5 0 % ( 6 2 , 5 4 6 ) 1 , 3 3 2 , 5 7 8 3 3 , 2 3 6 , 4 8 3 9 9 . 6 7 % 20 1 4 3 2 , 9 0 5 , 7 4 3 3 1 , 2 2 9 , 2 7 6 9 4 . 9 1 % ( 8 3 , 7 3 6 ) 1 , 5 5 2 , 1 3 8 3 2 , 7 8 1 , 4 1 4 9 9 . 8 8 % 20 1 3 3 2 , 5 3 7 , 4 1 6 3 0 , 8 5 4 , 7 2 8 9 4 . 8 3 % 6 4 , 7 6 9 1 , 6 8 6 , 8 5 2 3 2 , 5 4 1 , 5 8 0 9 9 . 8 1 % No t e s : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t In 2 0 2 0 , t h e d u e d a t e f o r t h e s e c o n d h a l f o f R e a l E s t a t e a n d P e r s o n a l P r o p e r t y w a s e x t e n d e d t o J u n e 3 0 t h d u e t o t h e C O V I D - 1 9 p a n d e m i c . Ca l e n d a r Y e a r o f t h e L e v y T o t a l C o l l e c t i o n s t o D a t e Co l l e c t e d w i t h i n t h e TA B L E 6 UN A U D I T E D CI T Y O F S A L E M , V I R G I N I A PR O P E R T Y T A X L E V I E S A N D C O L L E C T I O N S LA S T T E N C A L E N D A R Y E A R S 147 Percentage Percentage of Total City of Total City Taxable Taxable Taxable Taxable Assessed Assessed Assessed Assessed Taxpayer Value Rank Value Value Rank Value Lewis-Gale Medical Center LLC (1) 63,942,600$ 1 2.55% 36,118,600$ 1 1.81% Yokohama Industries 15,155,300 2 0.60% 13,946,300 3 0.70% Lowes/VALO LLC 14,778,300 3 0.59% 12,462,800 5 0.63% Carter Machinery/Carthy Corp/Mount Sinai 12,882,400 4 0.51% 7,586,000 10 0.38% Spartan Square 11,797,000 5 0.47% 8,953,000 8 0.45% US Foods 11,123,000 6 0.44% 10,683,600 6 0.54% Phoenix Investors 9,922,700 7 0.40% TKC CCXXIX LLC 9,496,300 8 0.38% Chateau Riviera Apartments 9,401,300 9 0.37% 9,466,900 7 0.47% Salem Terrace 9,365,100 10 0.37% 8,361,700 9 0.42% Lewis-Gale Clinic/HRT 22,095,300 2 1.11% General Electric 12,685,600 4 0.64% Notes: (1) In 2018, Lewis-Gale Medical Center LLC acquired the assets of Lewis-Gale Hospital HCA and Lewis Gale Clinic/HRT. CITY OF SALEM, VIRGINIA PRINCIPAL ELECTRIC CUSTOMERS CURRENT YEAR AND NINE YEARS AGO 2022 2013 Percentage Percentage of Total of Total Services Services Services Services Customer Billed Rank Billed Billed Rank Billed Lewis Gale Hospital HCA 2,484,498$ 1 6.50% 2,012,086$ 1 5.04% Roanoke College 1,650,229 2 4.32% 1,485,268 2 3.72% Lake Regional Medical 1,025,356 3 2.68% US Foods 944,674 4 2.47% 778,241 5 1.95% Graham White 785,225 5 2.05% 904,802 3 2.27% Rowe Furniture/Salem Frame 639,989 6 1.67% 815,651 4 2.04% Kroger 573,742 7 1.50% 589,700 6 1.48% Sewell Products 564,280 8 1.48% 551,815 7 1.38% Carter Machinery 524,958 9 1.37% 507,042 8 1.27% Novozymes 428,800 10 1.12% Wal-Mart, Inc.375,485 9 0.94% Old Virginia Brick Co.363,011 10 0.91% Note: TABLE 8 UNAUDITED Source: City of Salem Finance Department 2022 2013 Source: City of Salem Real Estate Valuation Department TABLE 7 CITY OF SALEM, VIRGINIA PRINCIPAL REAL ESTATE PROPERTY TAXPAYERS CURRENT YEAR AND NINE YEARS AGO UNAUDITED 148 Governmental Business-Type Activities Activities General General Total Financed Fiscal Obligation Obligation Primary Purchase Year Bonds Bonds Government Obligation (1) 2022 68,803,018$ 32,714,325$ 101,517,343$ 29,059$ 2021 57,250,371 35,559,482 92,809,853 43,589 2020 60,686,620 39,296,513 99,983,133 99,520 2019 32,910,038 40,780,877 73,690,915 121,467 2018 30,897,265 41,669,640 72,566,905 198,016 2017 33,916,905 45,723,894 79,640,799 271,203 2016 36,971,375 49,665,950 86,637,325 341,175 2015 34,681,163 47,663,394 82,344,557 - 2014 37,640,582 49,258,943 86,899,525 - 2013 32,625,067 50,697,384 83,322,451 - Percentage Percentage of of Estimated Bonded Debt Total Taxable Actual Value Per Capita Per Capita Fiscal Assessed of Taxable Bonded Debt Personal to Per Capita Year Value Property Population Per Capita Income Personal Income (2) (3)(3) 2022 2,970,621,977$ 3.42%25,373 4,001$ 54,977$ 7.00% 2021 2,808,194,315 3.30%25,346 3,662 53,489 7.00% 2020 2,701,785,905 3.70%25,301 3,952 52,248 8.00% 2019 2,600,807,782 2.83%25,643 2,874 49,860 6.00% 2018 2,549,817,563 2.85%25,862 2,806 48,384 6.00% 2017 2,501,620,017 3.18%25,549 3,117 48,047 6.00% 2016 2,451,813,919 3.53%25,432 3,407 45,577 7.00% 2015 2,428,048,133 3.39%25,483 3,231 43,418 7.00% 2014 2,413,737,695 3.60%25,299 3,435 42,288 8.00% 2013 2,393,085,987 3.48%25,267 3,298 40,688 8.00% The City is independent from any county, town, or other political subdivisions of the Commonwealth of Virginia. There is no overlapping general obligation debt or taxing powers. TABLE 9 UNAUDITED CITY OF SALEM, VIRGINIA RATIOS OF GENERAL BONDED DEBT OUTSTANDING LAST TEN FISCAL YEARS (3) See Table 12 for population and per capita personal income. (1) Outstanding debt for the School Division is included with Governmental Activities. Source: City of Salem Finance Department Details regarding the City's outstanding debt can be found in the notes to the financial statements. (2) See Table 5 for actual value of taxable property. 149 Ne t D e b t As s e s s e d D e b t L i m i t T o t a l Ap p l i c a b l e Va l u e o f 1 0 % o f G e n e r a l F i n a n c e d R V R A N e t D e b t L e g a l t o L i m i t a s Fi s c a l R e a l A s s e s s e d O b l i g a t i o n P u r c h a s e E n t e r p r i s e S u p p o r t e d A p p l i c a b l e D e b t a P e r c e n t o f Ye a r P r o p e r t y V a l u e B o n d s O b l i g a t i o n B o n d s D e b t t o L i m i t M a r g i n D e b t L i m i t (1 ) (2 ) (3 ) 20 2 2 2 , 4 4 9 , 8 7 0 , 1 1 0 $ 24 4 , 9 8 7 , 0 1 1 $ 10 1 , 5 1 7 , 3 4 3 $ 29 , 0 5 9 $ (3 2 , 7 1 4 , 3 2 5 ) $ ( 3 8 5 , 4 1 6 ) $ 68 , 4 4 6 , 6 6 1 $ 17 6 , 5 4 0 , 3 5 0 $ 27 . 9 4 % 20 2 1 2 , 3 6 0 , 9 3 9 , 8 9 3 23 6 , 0 9 3 , 9 8 9 92 , 8 0 9 , 8 5 3 43 , 5 8 9 (3 5 , 5 5 9 , 4 8 2 ) (5 8 5 , 3 9 6 ) 56 , 7 0 8 , 5 6 4 17 9 , 3 8 5 , 4 2 5 24 . 0 2 % 20 2 0 2 , 2 8 3 , 8 4 3 , 3 4 6 22 8 , 3 8 4 , 3 3 5 99 , 9 8 3 , 1 3 3 99 , 5 2 0 (3 9 , 2 9 6 , 5 1 3 ) (7 8 9 , 9 2 1 ) 59 , 9 9 6 , 2 1 9 16 8 , 3 8 8 , 1 1 6 26 . 2 7 % 20 1 9 2 , 1 9 7 , 9 8 6 , 0 0 8 21 9 , 7 9 8 , 6 0 1 73 , 6 9 0 , 9 1 5 12 1 , 4 6 7 (4 0 , 7 8 0 , 8 7 7 ) (9 9 8 , 0 8 2 ) 32 , 0 3 3 , 4 2 3 18 7 , 7 6 5 , 1 7 8 14 . 5 7 % 20 1 8 2 , 1 4 4 , 1 1 1 , 2 4 5 21 4 , 4 1 1 , 1 2 5 72 , 5 6 6 , 9 0 5 19 8 , 0 1 6 (4 1 , 6 6 9 , 6 4 0 ) (1 , 2 0 9 , 8 7 9 ) 29 , 8 8 5 , 4 0 2 18 4 , 5 2 5 , 7 2 3 13 . 9 4 % 20 1 7 2 , 0 9 8 , 9 5 3 , 6 9 7 20 9 , 8 9 5 , 3 7 0 79 , 6 4 0 , 7 9 9 27 1 , 2 0 3 (4 5 , 7 2 3 , 8 9 4 ) (1 , 4 2 5 , 3 1 2 ) 32 , 7 6 2 , 7 9 6 17 7 , 1 3 2 , 5 7 4 15 . 6 1 % 20 1 6 2 , 0 6 4 , 2 5 9 , 3 8 2 20 6 , 4 2 5 , 9 3 8 86 , 6 3 7 , 3 2 5 34 1 , 1 7 5 (4 9 , 6 6 5 , 9 5 0 ) - 3 7 , 3 1 2 , 5 5 0 16 9 , 1 1 3 , 3 8 8 18 . 0 8 % 20 1 5 2 , 0 5 2 , 5 6 3 , 6 9 2 20 5 , 2 5 6 , 3 6 9 82 , 3 4 4 , 5 5 7 - ( 4 7 , 6 6 3 , 3 9 4 ) - 3 4 , 6 8 1 , 1 6 3 17 0 , 5 7 5 , 2 0 6 16 . 9 0 % 20 1 4 2 , 0 4 4 , 4 1 5 , 9 0 9 20 4 , 4 4 1 , 5 9 1 86 , 8 9 9 , 5 2 5 - ( 4 9 , 2 5 8 , 9 4 3 ) - 3 7 , 6 4 0 , 5 8 2 16 6 , 8 0 1 , 0 0 9 18 . 4 1 % 20 1 3 2 , 0 3 9 , 7 2 9 , 5 5 9 20 3 , 9 7 2 , 9 5 6 83 , 3 2 2 , 4 5 1 - ( 5 0 , 6 9 7 , 3 8 4 ) - 3 2 , 6 2 5 , 0 6 7 17 1 , 3 4 7 , 8 8 9 15 . 9 9 % No t e s : So u r c e : C i t y o f S a l e m F i n a n c e D e p a r t m e n t (1 ) I n c l u d e s r e a l e s t a t e a n d p u b l i c s e r v i c e c o r p o r a t i o n a s s e s s m e n t s f r o m T a b l e 5 . (2 ) Th e E n t e r p r i s e F u n d b o n d s a r e b a c k e d b y t h e f u l l f a i t h a n d c r e d i t o f t h e C i t y b u t a r e e x p e c t e d t o b e p a i d f r o m t h e r e v e n u e a n d r e c e i p t s o f t h e E n t e r p r i s e Fu n d s . (3 ) Sc h o o l d e b t i s i n c l u d e d i n t h e a m o u n t o f d e b t a p p l i c a b l e t o l i m i t . Am o u n t o f D e b t A p p l i c a b l e t o L i m i t TA B L E 1 0 UN A U D I T E D CI T Y O F S A L E M , V I R G I N I A LE G A L D E B T M A R G I N I N F O R M A T I O N LA S T T E N F I S C A L Y E A R S 150 Fiscal Total Personal Per Capita Public Year Income Personal School Unemployment Ended Population (In Thousands) Income Enrollment Rate (1)(2)(3)(3)(4)(5) 2022 25,373 6,588,916$ 54,977$ 3,701 3.0% 2021 25,346 6,391,212 53,489 3,756 4.0% 2020 25,301 6,254,966 52,248 3,882 7.7% 2019 25,643 5,962,802 49,860 3,872 2.9% 2018 25,862 5,785,780 48,384 3,889 3.4% 2017 25,549 5,758,037 48,047 3,843 4.1% 2016 25,432 5,435,865 45,577 3,751 4.0% 2015 25,483 5,159,100 43,418 3,797 5.2% 2014 25,299 4,984,547 42,288 3,770 5.2% 2013 25,267 4,789,030 40,688 3,823 6.6% Notes: TABLE 11 UNAUDITED CITY OF SALEM, VIRGINIA DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS (1) Population, public school enrollment and unemployment rate figures are based on fiscal years ending June 30. Per capita personal income figures are as of November 2021. (2) Population is based on intercensal estimates of the resident population for counties of Virginia: April 1, 2000 to July 1, 2010. U.S. Census Bureau, Population Division. Population for 2012 through 2021 was obtained from U.S. Census Bureau Population Estimates Program. (3) Bureau of Economic Analysis (BEA). Total personal income reported is for Roanoke County and the City of Salem. No data is available for the City of Salem only. Per capita personal income was computed using Census Bureau midyear population estimates. (4) Director of Business, School Division (5) Virginia Employment Commission 151 Number of Number of Employer Rank Ownership Employees Rank Ownership Employees Veterans Administration Medical Center 1 Fed Govt. 1500-1999 1 Fed Govt. 1500-1999 Lewis-Gale Hospital HCA 2 Private 1000-1499 2 Private 1000-1499 Virginia Department of Transportation 3 State Govt. 500-999 5 State Govt. 500-999 Yokohama Industries 4 Private 500-999 3 Private 500-999 Lewis Gale Physicians 5 Private 500-999 City of Salem Schools 6 Local Govt. 500-999 6 Local Govt. 500-999 City of Salem 7 Local Govt. 250-499 7 Local Govt. 250-499 Roanoke College 8 Private 250-499 8 Private 250-499 Integer 9 Private 250-499 Carter Machinery 10 Private 250-499 10 Private 250-499 US Foods 9 Private 250-499 General Electric 4 Private 500-999 Notes: Source: City of Salem Economic Development Department 2022 2013 TABLE 12 CITY OF SALEM, VIRGINIA PRINCIPAL EMPLOYERS CURRENT YEAR AND NINE YEARS AGO UNAUDITED 152 Function 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 General government 74 71 77 71 76 70 69 69 67 66 Judicial administration 22 22 22 21 19 20 18 19 19 19 Public safety 158 163 166 167 153 152 157 157 159 162 Public works 79 80 84 84 82 79 89 88 94 94 Parks, recreation and cultural 34 33 34 33 32 30 32 32 31 32 Community development 3 2 3 3 3 3 2 3 3 3 Electric 27 23 28 29 28 27 27 29 27 26 Water and sewage 46 49 48 49 48 47 48 52 49 49 Civic Center 16 17 19 18 15 15 16 17 17 17 Catering and concessions 2 3 3 4 4 4 4 4 4 4 Total 461 463 484 479 460 447 462 470 470 472 Note: Source: City of Salem Finance Department TABLE 13 UNAUDITED CITY OF SALEM, VIRGINIA FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION LAST TEN FISCAL YEARS 153 Function 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 General government Finance Accounts payable checks issued 10,600 11,518 10,983 10,817 9,926 10,942 9,238 8,601 9,280 8,937 Human resources Positions filled (full-time and temporary) 223 126 138 156 164 158 154 140 184 142 Registrar Number of registered voters 17,756 17,542 17,158 16,785 16,887 16,704 16,584 16,282 16,695 16,625 Fleet Pieces of equipment maintained 584 593 573 576 568 575 567 583 576 572 Judicial administration Sheriff Inmates housed 1,867 1,987 2,373 2,790 2,961 3,132 2,681 2,730 2,885 2,776 Inmate transports 427 354 1,039 1,479 1,489 1,333 1,222 1,137 1,240 1,062 Courts worked 536 589 500 462 525 680 595 614 699 686 Public safety Police Calls for service 44,501 40,504 35,830 30,790 32,905 31,651 27,017 27,018 27,990 39,519 Accidents 911 830 917 1,079 1,026 1,015 1,108 983 1,053 905 DUI Arrests 58 60 66 109 137 91 92 63 68 107 Fire Calls for service 5,875 5,272 5,123 5,264 5,135 4,872 4,274 3,991 3,784 3,776 Emergency Responses - Fire 80 79 95 82 111 93 95 71 101 83 Emergency Responses - EMS 4,855 4,278 4,122 4,321 4,169 4,048 3,446 3,264 3,042 2,999 Building inspections Residential construction permits 187 183 177 181 188 175 158 150 198 106 Commercial construction permits 93 104 98 126 133 120 133 139 148 110 Public works Refuse collection Refuse collected (tons per year)*15,351 16,040 17,424 16,409 16,261 18,208 88,565 80,827 82,905 80,609 Tons recycled 1,599 3,195 4,350 7,419 9,139 9,152 5,060 1,404 1,386 2,315 Other public works Tons of asphalt used in resurfacing - 27,480 - - 13,263 - 15,453 - 639 5,770 Square yards of milling completed - 546,965 1,208 - 219,862 - 302,937 - 10,718 92,988 Tons of salt used 729 650 85 915 1,330 315 848 705 769 1,098 Leaves collected (loads)285 246 335 302 350 113 295 360 293 316 Parks, recreation and cultural Parks and recreation Tournaments hosted 35 41 23 58 52 48 52 47 58 62 Special events held 27 22 29 35 28 26 25 26 24 24 Youth sports teams 127 51 130 135 148 151 151 155 164 170 Adult sports teams 20 17 34 30 27 28 29 27 29 39 Library Circulation 148,771 86,953 147,646 194,000 212,350 227,443 230,454 240,516 252,237 271,600 Children's program attendance 1,862 2,149 5,077 9,516 10,901 7,226 8,972 3,622 3,616 3,924 Patron visits to the library 71,798 27,034 102,485 152,091 167,389 170,879 172,012 178,323 195,878 211,605 New patrons 830 188 773 769 904 879 968 1,049 1,138 1,373 Internet sessions 26,022 26,332 41,008 55,932 39,884 28,554 25,944 27,571 28,965 33,885 Electric Number of customer accounts 13,333 13,227 13,217 13,129 13,084 12,838 12,880 13,021 13,204 13,198 Water Number of customer accounts 9,739 9,720 9,665 9,636 9,482 9,567 9,486 9,381 9,372 9,375 Million gallons sold to customers 871 862 859 910 861 850 932 989 876 838 Sewage Number of customer accounts 9,181 9,160 9,108 9,072 9,041 9,018 8,952 8,929 8,824 8,823 Waste/water treated (million gallons/day) 5.8 7.9 7.3 8.7 6.0 7.2 9.1 6.8 7.8 7.0 Civic Center Concerts 13 5 13 13 15 13 11 6 9 11 Meetings 609 522 475 614 599 660 852 778 721 614 Tickets sold 81,276 16,531 66,954 78,745 93,510 88,662 93,373 73,668 82,929 83,638 Arena utilization days 156 86 108 155 162 202 215 198 191 175 Notes: Source: Various City of Salem Departments *In FY2017, Roanoke Valley Resource Authority (RVRA) started managing waste disposal services instead of the City Transfer Station. TABLE 14 UNAUDITED CITY OF SALEM, VIRGINIA OPERATING INDICATORS BY FUNCTION LAST TEN FISCAL YEARS 154 Function 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Public safety Police station 111111 1 1 1 1 Law enforcement vehicles 60 57 52 53 48 47 47 46 48 47 Fire stations 333333 3 3 3 3 Fire trucks 655677 7 6 6 6 Ambulances 544444 4 4 4 4 Public works Primary streets (lane miles)68 68 68 68 68 68 68 68 68 68 Secondary streets (lane miles)272 272 272 272 272 272 272 272 272 272 Alleys (lane miles)12 12 12 12 12 12 12 12 12 12 Garbage trucks 18 19 17 17 16 16 16 16 14 13 Parks, recreation and cultural Community center/senior center 111111 1 1 1 1 Parks/athletic fields 15 15 15 15 15 15 15 15 15 15 Acres of parks maintained 495 495 495 495 495 495 495 495 495 495 Library 111111 1 1 1 1 Golf course 111111 1 1 1 1 Dog park 111111 1 1 1 1 Electric Substations 11 11 11 11 11 11 11 11 11 11 Overhead distribution lines (miles) 161 161 161 163 163 166 165 172 172 172 Underground distribution lines (miles) 41 41 41 42 42 40 42 38 38 38 Transmission lines (miles)17 17 17 17 17 17 17 17 17 17 Water and sewage Water treatment plant 111111 1 1 1 1 Water distribution lines (miles)177 176 176 176 176 176 176 175 175 175 Sanitary sewer lines (miles)171 171 171 170 170 170 170 170 170 170 Notes: Source: City of Salem Finance Department TABLE 15 UNAUDITED CITY OF SALEM, VIRGINIA CAPITAL ASSET STATISTICS BY FUNCTION LAST TEN FISCAL YEARS 155 THIS PAGE INTENTIONALLY BLANK 156 COMPLIANCE SECTION The Compliance Section of the City of Salem, Virginia’s Annual Comprehensive Financial Report includes reports from the independent auditors. 157 Federal Grantor Federal Pass-Through Passed Pass-through Grantor ALN Entity Identifying Federal Through to Program Title or Cluster Title Number Number Expenditures Subrecipients Department of Agriculture Local Environmental Agricultural Project Inc Food Insecurity Nutrition Incentive Grants Program 10.331 FINI-120 2,843$ Virginia Department of Agriculture and Consumer Services SNAP Cluster: Supplemental Nutrition Assistance Program 10.551 -- 4,063$ Total SNAP Cluster 4,063 Child Nutrition Cluster: Food Distribution - Commodities 10.555 -- 197,081 Summer Food Service Program for Children 10.559 -- 15,291 10.649 202121S900941 3,063 Virginia Department of Education Child Nutrition Cluster (Continued): National School Breakfast Program 10.553 202121N11994 1 53,328 National School Breakfast Program 10.553 202221N11994 1 228,478 National School Breakfast Program 10.553 202222N11994 1 248,754 National School Lunch Program 10.555 202121N11994 1 217,874 National School Lunch Program 10.555 202221N11994 1 991,014 National School Lunch Program 10.555 202222N11994 1 582,631 National School Lunch Program - Supply Chain Assistance 10.555 202221N89034 1 63,378 Child Nutrition Discretionary Grants Limited Availability 10.579 202020N81034 1 14,790 Department of Justice Direct Payments Bulletproof Vest Partnership Program 16.607 -- 295 Equitable Sharing Program 16.922 -- 6,630 Virginia Department of Criminal Justice Services COVID-19 Coronavirus Emergency Supplemental Funding Program 16.034 20-A5109CE20 5,000 Crime Victim Assistance 16.575 22-O1281VW19 66,126 Edward Byrne Memorial Justice Assistance Grant Program 16.738 21-U1117LO18 1,118 Department of Labor Goodwill Industries of the Valleys YouthBuild Program 17.274 -- 2,260 Department of Transportation Virginia Department of Transportation Highway Planning and Construction Cluster: Highway Planning and Construction: Hanging Rock Battlefield Phase 2 20.205 UPC 106268 13,468 Downtown Streetscape and Intersection Improvements 20.205 UPC 109612 4,471 Apperson Drive Bridge Replacement 20.205 UPC 110574 132,012 Mason Creek Greenway Phase 3 20.205 UPC 111367 58,726 Downtown Streetscape and Intersection Improvements 20.205 UPC 111371 46,764 Elizabeth Campus Greenway 20.205 UPC 113566 45,661 Total Highway Planning and Construction Cluster 301,102 Virginia Division of Motor Vehicles Highway Safety Cluster: State and Community Highway Safety: Selective Enforcement - Speed FY21 20.600 FCS-2021-51002-21002 3,207 Selective Enforcement - Speed FY22 20.600 FCS-2022-52190-22190 11,420 Selective Enforcement - Pedestrian/Bicycle FY21 20.600 FHLE-2021-51003-21003 805 Selective Enforcement - Pedestrian/Bicycle FY22 20.600 FPS-2022-52191-22191 1,498 Total Highway Safety Cluster 16,930 Alcohol Open Container Requirements: Selective Enforcement - Alcohol FY21 20.607 154AL-2021-51001-21001 711 Selective Enforcement - Alcohol FY22 20.607 154AL-2022-52192-22192 9,780 Department of the Treasury Virginia Department of Accounts COVID-19 Coronavirus State and Local Fiscal Recovery Funds - City 21.027 Not available 4,000 21.027 Not available 53,155 Virginia Department of Education 21.027 SLFRP1026 50,080 Federal Communications Commission (FCC) Direct Payments Emergency Connectivity Fund Program 32.009 BEAR202110520 648,725 Emergency Connectivity Fund Program 32.009 BEAR202201311 459,675 Institute of Museum and Library Services Library of Virginia State Library Program 45.310 LS-250242-OLS-21 18,007 (Continued) COVID-19 Coronavirus State and Local Fiscal Recovery Funds - Municipal Utility Relief Program to Assist Residential Customers COVID-19 Coronavirus State and Local Fiscal Recovery Funds - School Division CITY OF SALEM, VIRGINIA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS JUNE 30, 2022 COVID-19 State Pandemic Electronic Benefit Transfer (P-EBT) Administrative Costs Grant 158 Federal Grantor Federal Pass-Through Passed Pass-through Grantor ALN Entity Identifying Federal Through to Program Title or Cluster Title Number Number Expenditures Subrecipients U.S. Small Business Administration Direct Payments COVID-19 Shuttered Venue Operators Grant 59.075 -- 593,541 Environmental Protection Agency (EPA) Direct Payments Diesel Emission Reduction Act (DERA) National Grants 66.039 -- 20,000 Department of Education Virginia Department of Education Adult Education - Basic Grants to States 2020 84.002 V002A200047 44,571 10,658 Adult Education - Basic Grants to States 2021 84.002 V002A210047 333,833 158,692 Title I Grants to Local Educational Agencies 2019 84.010 S010A190046 12,378 Title I Grants to Local Educational Agencies 2020 84.010 S010A200046 65,405 Title I Grants to Local Educational Agencies 2021 84.010 S010A210046 482,365 Special Education Cluster (IDEA) Special Education - Grants to States (IDEA, Part B) 2020 84.027 H027A200107 85,223 Special Education - Grants to States (IDEA, Part B) 2021 84.027 H027A210107 764,337 Special Education - Grants to States (IDEA, Part B) 2022 84.027 H027A220107 58,307 Special Education - Grants to States (IDEA, Part B ARP) 2021 84.027X H027X210107 74,138 Special Education - Preschool Grants (IDEA Preschool) 2020 84.173 H173A200112 1,033 Special Education - Preschool Grants (IDEA Preschool) 2021 84.173 H173A210112 16,241 Total Special Education Cluster (IDEA)999,279 Career and Technical Education - Basic Grants to States (Perkins IV) 2020 84.048 V048A200046 2,012 Career and Technical Education - Basic Grants to States (Perkins IV) 2021 84.048 V048A210046 56,852 English Language Acquisition State Grants 2018 84.365 S365A180046 283 English Language Acquisition State Grants 2019 84.365 S365A190046 374 English Language Acquisition State Grants 2020 84.365 S365A200046 2,527 English Language Acquisition State Grants 2021 84.365 S365A210046 16,000 Supporting Effective Instruction State Grants 2019 84.367 S367A190044 6,861 Supporting Effective Instruction State Grants 2020 84.367 S367A200044 55,085 Supporting Effective Instruction State Grants 2021 84.367 S367A200044 88,979 Student Support and Academic Enrichment Grants 2019 84.424 S424A190048 82 Student Support and Academic Enrichment Grants 2020 84.424 S424A200048 6,007 Student Support and Academic Enrichment Grants 2021 84.424 S424A210048 37,993 COVID-19 Governor's Emergency Education Relief (GEER) Fund 84.425C S425C200042 95,766 84.425D S425D200008 165,281 84.425D S425D210008 1,253,923 84.425U S425U210008 1,061,774 The College of William & Mary 84.425W S425W210048 8,345 Department of Health and Human Services Virginia Department of Health Child Nutrition Cluster (Continued): COVID-19 Summer Food Service Program for Children 10.559 202121N11994 1 140,836 Total Child Nutrition Cluster 2,738,665 Preventative Health and Health Services Block Grant 93.991 709BI220076 11,578 Virginia Office of Children's Services Social Services Block Grant 93.667 -- 33,492 Goodwill Industries of the Valleys Affordable Care Act (ACA) Health Profession Opportunity Grants 93.093 90FX0038-01-01 296 Department of Homeland Security Virginia Department of Emergency Management Homeland Security Grant Program 97.067 8306 12,726 Homeland Security Grant Program 97.067 8318 39,085 Total Expenditures of Federal Awards 9,913,711$ 169,350$ Note 1: Basis of Accounting This schedule was prepared on the modified accrual basis of accounting. Note 2: Nonmonetary Assistance Note 3: Indirect Cost Rate The City and School Division did not elect to use the 10% de minimis indirect cost rate. Note 4: Outstanding Loan Balances At June 30, 2022, the City and School Division had no outstanding loan balances requiring continuing disclosure. CITY OF SALEM, VIRGINIA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS (CONTINUED) JUNE 30, 2022 Nonmonetary assistance is reported in the Schedule of Expenditures of Federal Awards at the fair market value of the food commodities disbursed. As of June 30, 2022, the City of Salem School Division (School Division) had food commodities in inventory of $109,073. COVID-19 American Rescue Plan Elementary and Secondary School Emergency Relief – Homeless Children and Youth COVID-19 American Rescue Plan Elementary and Secondary School Emergency Relief Fund (ARP ESSER) COVID-19 Elementary and Secondary School Emergency Relief (ESSER) Fund 2020 COVID-19 Elementary and Secondary School Emergency Relief (ESSER) Fund 2021 159 Your Success is Our Focus 3906 Electric Road • Roanoke, Virginia 24018 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.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 Honorable Members of City Council City of Salem, Virginia Salem, Virginia We have audited, 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 Specifications for Audits of Counties, Cities, and Towns, and the Specifications for Audits of Authorities, Boards, and Commissions, issued by the Auditor of Public Accounts of the Commonwealth of Virginia, the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Salem, Virginia (the “City”), as of and for the year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated November 17, 2022. Report on Internal Control over Financial Reporting In p lanning and performing our audit of the financial statements, we considered the City’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 City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit, we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 160 Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the City’s financial statements are free of 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. 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. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 17, 2022 161 Your Success is Our Focus 3906 Electric Road • Roanoke, Virginia 24018 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE To the Honorable Members of City Council City of Salem, Virginia Salem, Virginia Report on Compliance for Each Major Federal Program Opinion on Compliance for Each Major Federal Program We have audited the City of Salem, Virginia’s (the “City”) 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 City’s major federal programs for the year ended June 30, 2022. The City’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 City 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 June 30, 2022. 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 City and to meet our other ethical responsibilities, in accordance with relevant ethical requirements related 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 documentation of the City’s compliance with the compliance requirements referred to above. 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 City’s federal programs. 162 Report on Compliance for Each Major Federal Program (Continued) 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 City’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 judgement made by a reasonable user of the report on compliance about the City’s compliance 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 risk 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 City’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 City’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 City’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. Other Matters The results of our auditing procedures disclosed instances of noncompliance which are required to be reported in accordance with the Uniform Guidance and which are described in the accompanying schedule of findings and questioned costs as item 2022-01. Our opinion on each major federal program is not modified with respect to these matters. Government Auditing Standards requires the auditor to perform limited procedures on the City’s response to the noncompliance findings identified in our audit is described in the accompanying schedule of findings and questioned costs. The City’s response was not subjected to the other auditing procedures applied in the audit of compliance and, accordingly, we express no opinion the response. 163 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 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 have not been 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. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 17, 2022 164 CITY OF SALEM, VIRGINIA SUMMARY OF COMPLIANCE MATTERS June 30, 2022 As more fully described in the 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,we performed tests of the City’s compliance with certain provisions of the laws, regulations, contracts, and grants shown below. STATE COMPLIANCE MATTERS Code of Virginia:State Agency Requirements: Budget and Appropriation Laws Education Cash and Investment Laws Highway Maintenance Funds Conflicts of Interest Act Debt Provisions Local Retirement Systems Procurement Laws Uniform Disposition of Unclaimed Property Act Sheriff Internal Controls Comprehensive Services Act Fire Programs Aid to Localities FEDERAL COMPLIANCE MATTERS Compliance Supplement for Single Audits of State and Local Governments Provisions and conditions of agreements related to federal programs selected for testing. 165 CITY OF SALEM, VIRGINIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS Year Ended June 30, 2022 A.SUMMARY OF AUDITOR’S RESULTS 1.The auditor’s report expresses an unmodified opinion on the basic financial statements. 2.No significant deficiencies related to the audit of the financial statements are reported in the 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. 3.No instances of noncompliance material to the basic financial statements were disclosed during the audit. 4.No significant deficiencies relating to the audit of the major federal award programs were reported in the Independent Auditor’s Report on Compliance for Each Major Program and on Internal Control over Compliance required by the Uniform Guidance. 5.The auditor’s report on compliance for the major federal award programs expresses an unmodified opinion. 6.The audit disclosed one audit finding relating to major programs. 7.The programs tested as major programs include: Name of Programs Assistance Listing # Emergency Connectivity Fund Program 32.009 Special Education Cluster: Special Education –Grants to States 84.027 Special Education –Preschool Grants 84.173 CARES Act ESSERF LEA Activities, ESSR, GEER 84.425 8.The threshold for distinguishing Types A and B programs was $750,000. 9.The City was determined to be a low-risk auditee. B.FINDINGS –FINANCIAL STATEMENT AUDIT None. C.FINDINGS AND QUESTIONED COSTS –MAJOR FEDERAL AWARD PROGRAMS 2022-01: Emergency Connectivity Fund Program –Assistance Listing #32.009, Equipment and Real Property Management Condition: In our testing of the City Schools’ inventory of devices for the ECF program, we noted one instance of a user appearing twice on the listing giving the appearance they could have had two devices issued to them. We also noted that the listing appeared to contain one more additional asset than that purchased with program funds. 166 CITY OF SALEM, VIRGINIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS Year Ended June 30, 2022 (Continued) C.FINDINGS AND QUESTIONED COSTS –MAJOR FEDERAL AWARD PROGRAMS (Continued) 2022-01: Emergency Connectivity Fund Program –Assistance Listing #32.009, Equipment and Real Property Management (Continued) Criteria: The Schools should strive to maintain an accurate listing of all devices and all users that have devices assigned to them. A key requirement of the program is to maintain an accurate listing of all devices and who they are assigned to. Cause: The inventory listings of devices appear to be maintained in Excel for the program, which means that errors could result from simple data entry errors, failure to catch all changes or updates that should be recorded, or other Effect: Errors in the listing could result in devices being unaccounted for accidentally as they could be reported as assigned when they are not, may be on the listing when they should no longer be, or may not be recorded when they should be. Questioned Costs: Not applicable. Perspective Information: Not applicable. Repeat Finding: Not applicable. Recommendation: The Schools should work to maintain accurate listings that provide all the required information for the program. Given the nature of the equipment for the ECF program, it is important that these listings are reconciled periodically to ensure their accuracy and completeness. Views of Responsible Officials and Planned Corrective Action: The Division leverages a true inventory tracking system for purposes of maintaining the thousands of laptops and Chromebooks in Salem City Schools. Even with a system in place, there can be opportunities for keying errors or duplicate entry when dealing with such a large amount of devices being tracked. T he Technology Department will review the asset listings, the processes for generation, and continue to seek efficiencies for existing and future management of assets. D.FINDINGS –COMMONWEALTH OF VIRGINIA None. 167 Department of Finance City of Salem, Virginia Rosemarie B. Jordan, CPA Director of Finance Accounting/Accounts Payable/Purchasing Patricia L. Bidanset Senior Accountant Ellen T. Bowen, CPA Financial Services Supervisor Jordan M. Doyle Accountant Vacant Senior Accountant Dawn M. Layne Accounting Supervisor Amy R. Morris, CPA Special Projects Accountant Troy P. Philpott Buyer Tammy H. Todd, CPA, CPFO Assistant Director of Finance Administrative Alyson R. Chaisson Finance Administrative Secretary/ Accounting Technician Payroll Tara N. Pugh Payroll Technician Carrington R. Sumner Payroll Manager 168 Item #6C Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Request to appropriate funds from the Library of Virginia SUBMITTED BY: Rosemarie B. Jordan, Director of Finance SUMMARY OF INFORMATION: Each year, the Library of Virginia provides state aid to the Salem Public Library. The City was awarded more funding than was budgeted for fiscal year 2023 so the budget needs to be increased by $23,687 to account for the total State allocation. FISCAL IMPACT: Additional grant funds will be used to purchase additional books and materials for the Salem Public Library. STAFF RECOMMENDATION: Staff recommends appropriating $23,687 to the Library Grants In Aid State revenue account, 10-076-0100-48370. Increase the budget for the Books and Subscriptions – State account, 10-076-7300-56013, by $23,687 for the purpose stated above. Budget Entry Date GL Account Account Name Increase/   (Decrease)Description 12/12/2022 10‐076‐0100‐48370 Library Grant In Aid State 23,687       Appropriate add'l state grant funds per 12/12 council action 12/12/2022 10‐076‐7300‐56013 Books And Subscriptions ‐ State 23,687       Appropriate add'l state grant funds per 12/12 council action Item #6D Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Request to amend the School Grant Fund budget and School Cafeteria Fund Budget as approved by the School Board on November 8, 2022 SUBMITTED BY: Rosemarie B. Jordan, Director of Finance SUMMARY OF INFORMATION: The School Grant Fund budget and the School Cafeteria Fund budgets were amended for fiscal year 2022-2023 by the School Board at their meeting on November 8, 2022. The Board amended the School Grant Fund budget to increase revenues and expenditures by $17,402 and the School Cafeteria Fund budget to increase revenues and expenditures by $66,374. The attached memo details the appropriation changes. FISCAL IMPACT: Appropriation changes totaling $17,402 and $66,374 are to be made to the School Grant Fund and School Cafeteria Fund, respectively. STAFF RECOMMENDATION: Staff recommends that Council approve the School Board’s appropriation changes of $17,402 and $66,374 to the School Grant Fund and School Cafeteria Fund, respectively, per the attached report. Salem City Schools Budget Adjustments Report November 8, 2022 Summary of Issue: At times during the year, additional funding may be r eceived by the school division through donation, grant, increased funding due to ADM (Average Daily Membership) increases, or some other means. This revenue increases the budget requiring Board approval before the funds can be utilized. Grant fund budgets need to be adjusted at this time because a new grant has been awarded since budget adoption and needs to accounted for on the books We received notification from the Virginia Department of Health (VDH) on October 11, 2022, that we were awarded $17,402 for the Epidemiology and Laboratory Capacity of Infectious Diseases (ELC) competitive grant. The purpose of the grant is to provide support for COVID-19 testing in K-12 schools, to include the implementation of testing programs and supplies that might support that goal. The plan is to provide upgrades to school-based technology that houses the student health record databases, and to purchase portable high -efficiency particulate air (HEPA) fans and filters for all schools. Cafeteria fund budgets need to be adjusted at this time because a new grant has been awarded since budget adoption and needs to be accounted for on the books. On October 18, 2022, we received notification from the Virginia Department of Education (VDOE) that we were allocated another round (#2) of U.S. Department of Agriculture (USDA) Supply Chain Assistance Funding in the amount of $66,373.44 to address the ongoing supply chain disruptions related to the COVID-19 pandemic. The funds are for the exclusive purchase of unprocessed or minimally processed domestic food products to help address supply chain challenges such as unanticipated contract cancellations, price fluctuations, and item shortages. Policy Reference: DA-BR Budget Transfers Fiscal Impact: These budget adjustments will increase the revenue and expenditure budgets in the School Grant Fund by $17,402 and the School Cafeteria Fund by $66,374 (attachment A). Recommended Action: Move approval of the budget adjustments in the School Grant Fund & the School Cafeteria Fund as presented and recommend that City Council approve the same To set up budget for new revenues received in FY 23 Account Code Description Revenue Amount Expenditure Amount Grant Fund 32-650-00-00-9-000-62455 Epidemiology & Lab Capacity for Infectious Diseases (ELC) 93.323 17,402.00$ 32-650-62-62-9-222-76045 Furniture & Equipment 17,402.00$ 17,402.00$ 17,402.00$ General Fund 33-111-65-65-9-510-62365 Supply Chain Assistance 10.555 15,266.00$ 33-112-65-65-9-510-62365 Supply Chain Assistance 10.555 15,930.00$ 33-113-65-65-9-510-62365 Supply Chain Assistance 10.555 10,620.00$ 33-114-65-65-9-510-62365 Supply Chain Assistance 10.555 7,301.00$ 33-115-65-65-9-510-62365 Supply Chain Assistance 10.555 9,292.00$ 33-116-65-65-9-510-62365 Supply Chain Assistance 10.555 7,965.00$ 33-111-65-65-9-510-76120 Food Products 15,266.00$ 33-112-65-65-9-510-76120 Food Products 15,930.00$ 33-113-65-65-9-510-76120 Food Products 10,620.00$ 33-114-65-65-9-510-76120 Food Products 7,301.00$ 33-115-65-65-9-510-76120 Food Products 9,292.00$ 33-116-65-65-9-510-76120 Food Products 7,965.00$ 66,374.00$ 66,374.00$ Salem City Schools Budget Adjustments 11/02/2022 Attachment A Item #6E Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Request to amend the School Grants Fund budget SUBMITTED BY: Rosemarie B. Jordan, Director of Finance SUMMARY OF INFORMATION: The School Grants Fund budget was amended for fiscal year 2022-2023 by the School Board at their meeting on October 11, 2022. The Board amended the School Grants Fund budget to increase revenues and expenditures by $2,097,748 but the amount of the increase was actually $2,235,211, a difference of $137,463 . The attached details the appropriation changes. City Council approved changes of $2,097,748 on November 14, 2022, but the total appropriation needs to be amended to be $2,235,211. FISCAL IMPACT: Appropriation changes totaling $137,463 need to be made to the School Grants Fund. STAFF RECOMMENDATION: Staff recommends that Council approve the School Board’s appropriation changes of $137,463 to the School Grants Fund, per the attached report. Grant Budget Adjustments Attachment A G/L Account Number Account Description 2023 City Council/Board Approval Revised Budget Difference 32-560-00-00-9-000-62212 ARP Flow Thru Pre-K 84.173X 0.00 26,996.00 26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 32-570-00-00-9-000-62123 ARP Flow Thru 84.027X 0.00 110,467.00 110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $137,463.00 $137,463.00 32-560-61-10-8-180-71151 Compensation-Instructional Asst 0.00 6,001.00 6,001.00 32-560-61-10-8-180-72100 FICA 0.00 497.00 497.00 32-560-61-10-8-180-73037 Contractual Services - Other 0.00 7,000.00 7,000.00 32-560-61-10-8-180-76435 Supplies - Instructional 0.00 13,498.00 13,498.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 $0.00 $26,996.00 $26,996.00 32-570-61-10-2-120-71120 Compensation-Instructional Salaries 0.00 67,858.00 67,858.00 32-570-61-10-2-120-71151 Compensation-Instructional Asst 0.00 7,052.00 7,052.00 32-570-61-10-2-120-72100 FICA 0.00 5,730.00 5,730.00 32-570-61-10-2-120-72220 VRS Hybrid Pension Contribution 0.00 7,560.00 7,560.00 32-570-61-10-2-120-72300 Group Health and Dental Insurance 0.00 10,068.00 10,068.00 32-570-61-10-2-120-72400 VRS Group Life Insurance 0.00 996.00 996.00 32-570-61-10-2-120-72510 Hybrid Disability Insurance 0.00 109.00 109.00 32-570-61-10-2-120-72750 VRS Retiree Health Care Credit 0.00 912.00 912.00 32-570-61-10-2-120-73037 Contractual Services - Other 0.00 10,182.00 10,182.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 $0.00 $110,467.00 $110,467.00 Department: 560 - ARP Flow Thru Pre-K 84.173X Cost Center: 00 - Revenue Fund: 32 - School Grants Fund REVENUES Level: 9 - District Wide Sub-Function: 00 - Revenues Level: 9 - District Wide Program: 000 - General Revenue Program Total: 000 - General Revenue Level Total: 9 - District Wide Sub-Function Total: 00 - Revenues Cost Center Total: 00 - Revenue Department Total: 560 - ARP Flow Thru Pre-K 84.173X Department: 570 - ARP Flow Thru 84.027X Cost Center: 00 - Revenue Sub-Function: 00 - Revenues REVENUES Total EXPENSES Program: 000 - General Revenue Program Total: 000 - General Revenue Level Total: 9 - District Wide Sub-Function Total: 00 - Revenues Cost Center Total: 00 - Revenue Department Total: 570 - ARP Flow Thru 84.027X Department Total: 560 - ARP Flow Thru Pre-K 84.173X Department: 560 - ARP Flow Thru Pre-K 84.173X Cost Center: 61 - Instruction Sub-Function: 10 - Classroom Instruction Level: 8 - Pre-K Program: 180 - Pre-K Non- Sp Ed Program Total: 180 - Pre-K Non- Sp Ed Level Total: 8 - Pre-K Sub-Function Total: 10 - Classroom Instruction Cost Center Total: 61 - Instruction Level Total: 2 - Elementary Sub-Function Total: 10 - Classroom Instruction Cost Center Total: 61 - Instruction Department Total: 570 - ARP Flow Thru 84.027X Department: 570 - ARP Flow Thru 84.027X Cost Center: 61 - Instruction Sub-Function: 10 - Classroom Instruction Level: 2 - Elementary Program: 120 - Special Education Program Total: 120 - Special Education Grant Budget Adjustments Attachment A G/L Account Number Account Description 2023 City Council/Board Approval Revised Budget Difference $0.00 $137,463.00 $137,463.00 $0.00 $137,463.00 $137,463.00 $0.00 $137,463.00 $137,463.00 $0.00 $0.00 $0.00 $0.00 $137,463.00 $137,463.00 $0.00 $137,463.00 $137,463.00 $0.00 $0.00 $0.00 REVENUE GRAND Totals: EXPENSE GRAND Totals: Grand Totals: EXPENSES Total Fund REVENUE Total: 32 - School Grants Fund Fund EXPENSE Total: 32 - School Grants Fund Fund Total: 32 - School Grants Fund Item # 6F Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Consider setting bond for erosion and sediment control and landscaping for Layman – Apperson Fill Site SUBMITTED BY: Chuck Van Allman, Director of Community Development SUMMARY OF INFORMATION: The City Engineer’s office has reviewed the estimate for erosion and sediment control and landscaping for Layman- Apperson Fill Site located at 2157 & 2181 Apperson Drive. STAFF RECOMMENDATION: It is recommended that the project be bonded in the amount of $21,507.00 for a time frame for completion set at twelve (12) months. Item # 6G Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Resolution adopting a Legislative Program for the 2023 session of the Virginia General Assembly and petitioning the General Assembly to favorably consider the issues and topics addressed herein SUBMITTED BY: Jay Taliaferro, City Manager SUMMARY OF INFORMATION: This resolution will adopt priorities for use in working with our local legislative delegation and others to promote the interests of the City. For reference, the following reflects the major changes in the attached draft 2023 Legislative Program from those adopted for the 2022 General Assembly session: Deletions 1. Support HB 599 and request the state fund local police departments as stipulated in the Code of Virginia (Note: item already included in VML program supported in the draft City program). 2. Allow municipalities to operate independent of state interference. 3. Modernize the requirements for legal notices to provide localities the option to use electronic or other forms of notification as an alternative to newspaper advertising. 4. Consider legislation to transition from Dillon’s Rule to a Home Rule or a mixed rule form of governance for localities. 5. Provide for expanded remote participation flexibility, especially for non-elected bodies (ex. 50% of a member’s participation remotely). Additions 1. Provide funding for the Roanoke-Blacksburg Regional Airport to support runway extension and other improvements. 2. Support and direct funding towards more mental health initiatives. 3. Amend the Code of Virginia section § 46.2-818.2 to include exceptions allowing handheld personal communication device use in vehicles for commercial dispatching purposes and governmental activities. Lastly, the item related to VDOT support of projects for 2022 was amended to specifically incorporate the widening of Interstate 81 from Christiansburg to Daleville. FISCAL IMPACT: There is no fiscal impact for the development of the legislative program. STAFF RECOMMENDATION: Staff recommends Council make any desired changes to this draft resolution if applicable and adopt the 2023 General Assembly Legislative Program for the City. IN THE COUNCIL OF THE CITY OF SALEM, VIRGINIA, December 12, 2022: RESOLUTION 1442 WHEREAS, the Council of the City of Salem is concerned with certain specific issues that may come before the 2023 session of the Virginia General Assembly; and WHEREAS, Council is desirous of expressing to its representatives its official position on the following matters: 1. Reverse legislation passed in the 2021 General Assembly regular session that requires localities to hold local elections in November. 2. Opposed to any effort mandating collective bargaining for public employees. 3. Provide funding for the Roanoke-Blacksburg Regional Airport to support runway extension and other improvements. 4. Support and direct funding towards more mental health initiatives. 5. Encourage the support of transportation projects in the Roanoke Valley (including greenways and the widening of Interstate 81 from Christiansburg to Daleville). 6. Amend the Code of Virginia section § 46.2-818.2 to include exceptions allowing handheld personal communication device use in vehicles for commercial dispatching purposes and governmental activities. 7. An exemption should be added to Section 2.2-3711 of the Freedom of Information Act (FOIA) to permit governing bodies to discuss in closed meetings the granting of economic development incentives for projects which already have been announced publicly. 8. Consider positively priorities and positions made by the Salem School Board. (See attached). 9. Carefully consider those recommendations set forth by the Virginia Municipal League in its 2023 Legislative Program. Upon a call for an aye and a nay vote, the same stood as follows: John E. Saunders – William D. Jones – Byron Randolph Foley – James W. Wallace III – Renee F. Turk – ATTEST: H. Robert Light Clerk of Council Item # 6H Date: 12/12/2022 AT A REGULAR MEETING OF THE CITY COUNCIL OF THE CITY OF SALEM, VIRGINIA HELD AT CITY HALL MEETING DATE: December 12, 2022 AGENDA ITEM: Consider the adoption of Resolution 1443 authorizing the City Attorney of Salem to take the necessary steps to obtain a “Certificate of No Objection” to a waiver of the requirement for polling places to be within one mile of the nearest boundary as set forth in VA Code §24.2-310 (A) from the Office of the Attorney General of Virginia such that the City may then request a waiver from the Department of Elections pursuant to VA Code §24.2- 310 (G) to move the polling places for the West Salem and Beverly Heights precincts to the Salem Civic Center. SUBMITTED BY: Jim Guynn, City Attorney SUMMARY OF INFORMATION: The Electoral Board for the City of Salem has requested that the polling places for the West Salem and Beverly Heights electoral precincts be relocated to the Salem Civic Center. The Electoral Board has been unable to find suitable locations within the precincts or within one mile of the respective precinct boundaries of each precinct. The Code of Virginia provides a process by which such polling locations can be moved elsewhere in the City in such instances. This resolution would direct the City Attorney to proceed with the aforementioned steps necessary for the relocation of polling places to the Civic Center for both precincts. {00495136.DOCX } IN THE COUNCIL OF THE CITY OF SALEM, VIRGINIA, December 12, 2022: RESOLUTION NO. 1443 WHEREAS, the Electoral Board and General Registrar has been unable to find suitable buildings to establish polling places within one mile of the boundaries of the electoral precincts of West Salem and Beverly Heights; and Whereas, the Electoral Board and Registrar has recommended that the polling places for Beverly Heights and West Salem electoral precincts be moved to the Salem Civic Center, located at 1001 Boulevard, Salem, Virginia; and Whereas, the Salem Civic Center is more than one mile from the nearest boundary of the Beverly Heights and West Salem precincts and therefore requires a waiver from the Virginia Department of Elections to move the polling places; and Whereas, this Council is of the belief that moving the polling places for the West Salem and Beverly Heights electoral precincts to the Salem Civic Center is in the best interest of citizens who live in the electoral precincts of Beverly Heights and West Salem, and all citizens of the City of Salem. NOW, THEREFORE, BE IT RESOLVED, that the City Attorney of Salem is directed to take the necessary steps to obtain a “Certificate of No Objection” to a waiver of the requirement for polling places to be within one mile of the nearest boundary as set forth in VA Code §24.2-310 (A) from the Office of the Attorney General of Virginia such that the City may then request a waiver from the Department of Elections pursuant to VA Code §24.2-310 (G) to move the polling places for the West Salem and Beverly Heights precincts to the Salem Civic Center. Upon a call for an aye and a nay vote, the same stood as follows: John E. Saunders – William D. Jones – Byron Randolph Foley – James W. Wallace III – Renee F. Turk – ATTEST: H. Robert Light Clerk of Council Item #6I Date: 12/12/2022 December 12, 2022 Council of the City of Salem Salem, Virginia 24153 Dear Council Members: For your information, I am listing appointments and vacancies on various boards and commissions: Board or Commission Recommendation Social Services Advisory Board Recommend appointing Dr. Heath Rickmond for four-year term ending December 1, 2026. Vacancies Board of Appeals (USBC) Need one alternate, five-year term Sincerely, Laura Lea Harris Laura Lea Harris Deputy Clerk of Council CITY OF SALEM, VIRGINIA BOARDS AND COMMISSIONS December 12, 2022 MEMBER EXPIRATION OF TERM BLUE RIDGE BEHAVIORAL HEALTHCARE Term of Office: 3 years (3 terms only) Ann Tripp 12-31-24 Rev. C. Todd Hester 12-31-25 Dr. Forest Jones 12-31-23 AT LARGE MEMBERS: Patrick Kenney 12-31-25 Helen Ferguson 12-31-23 Bobby Russell 12-31-24 BOARD OF APPEALS (USBC BUILDING CODE) Term of Office: 5 years John R. Hildebrand 1-01-26 Robert S. Fry, III 1-01-28 David A. Botts 1-01-25 Nathan Routt 5-11-25 Joseph Driscoll 1-01-28 ALTERNATES: David Hodges 12-12-26 Chelsea Dyer 8-09-25 BOARD OF EQUALIZATION OF REAL ESTATE ASSESSMENTS Term of Office: 3 years (appointed by Circuit Court) Wendel Ingram 11-30-24 N. Jackson Beamer, III 11-30-24 David A. Prosser 11-30-25 Janie Whitlow 11-30-23 Kathy Fitzgerald 11-30-24 BOARD OF ZONING APPEALS Term of Office: 5 years (appointed by Circuit Court) F. Van Gresham 3-20-27 Frank Sellers 3-30-23 Winston J. DuBois 6-05-24 Gary Lynn Eanes 3-20-25 Tom Copenhaver 3-20-27 ALTERNATES: Tony Rippee 10-12-23 Jeff Zoller 3-1-23 Steve Belanger 11-13-23 CHIEF LOCAL ELECTED OFFICIALS (CLEO) CONSORTIUM No Term Limit John E. Saunders Alternate: James E. Taliaferro, II MEMBER EXPIRATION OF TERM CONVENTION & VISITORS BUREAU John Shaner No term limit COMMUNITY POLICY AND MANAGEMENT TEAM No term limit except for Private Provider (Names) (Alternates) Rosie Jordan Tammy Todd Laura Lea Harris Crystal W illiams Jasmin Lawson Kevin Meeks Cheryl Wilkinson Tamara Starnes Additional alternate Additional alternate Parent Rep Vacant Frank Turk Shannon Brabham Joyce Earl Randy Jennings Deborah Coker Darryl Helems Mandy Hall Derek Weeks Danny Crouse Health Dept. - Vacant Vacant W endel Cook Jessica Cook *Note: Rosie Jordan will serve as Fiscal Agent For the City of Salem ECONOMIC DEVELOPMENT AUTHORITY Term of Office: 4 years (Requires Oath of Office) William Q. Mongan 3-09-23 Paul C. Kuhnel 3-09-24 J. David Robbins 3-09-24 Cindy Shelor 4-10-25 Macel Janoschka 3-09-25 Sean B. Kosmann 12-14-24 Clark “Rob” Robinson Jr. 12-14-24 FAIR HOUSING BOARD Term of Office: 3 years Betty Waldron 7-01-25 Melton Johnson 7-01-23 Cole Keister 8-09-24 Pat Dew 3-01-24 Janie Whitlow 4-09-24 MEMBER EXPIRATION OF TERM FINE ARTS COMMISSION (INACTIVE) Term of Office: 4 years Cameron Vest 5-01-15 Julie E. Bailey Hamilton 5-01-15 Brenda B. Bower 7-26-12 Vicki Daulton 10-26-12 Hamp Maxwell 10-26-12 Fred Campbell 5-01-13 Rosemary A. Saul 10-26-13 Rhonda M. Hale 10-12-14 Brandi B. Bailey 10-12-14 STUDENT REPRESENTATIVES LOCAL OFFICE ON AGING Term of Office: 3 years John P. Shaner 3-01-24 Partnership for a Livable Roanoke Valley Term of Office: Unlimited James E. Taliaferro, II PERSONNEL BOARD Term of Office: 2 years William R. Shepherd 6-09-23 J. Chris Conner 8-12-23 Margaret Humphrey 8-12-23 Garry Lautenschlager 11-23-24 Teresa Sizemore-Hernandez 4-26-23 PLANNING COMMISSION AND NPDES CITIZENS' COMMITTEE Term of Office: 4 years Neil Conner 7-31-26 Denise “Dee” King 7-31-26 Vicki Daulton 7-26-23 Reid Garst 7-31-26 N. Jackson Beamer 8-28-23 REAL ESTATE TAX RELIEF REVIEW BOARD Term of Office: 3 years David G. Brittain 2-14-25 Wendel Ingram 6-11-24 Daniel L. Hart 2-14-24 ROANOKE REGIONAL AIRPORT COMMISSION Term of Office: 4 years Dale T. Guidry 7-1-24 ROANOKE VALLEY-ALLEGHANY REGIONAL COMMISSION Term of Office: 3 years John E. Saunders 6-30-24 Dee King 6-30-23 James W. Wallace, III 6-30-24 *Losing one seat on this Board due to RVARC reorganization MEMBER EXPIRATION OF TERM ROANOKE VALLEY BROADBAND AUTHORITY Term of Office: 4 years James E. Taliaferro, II 12-14-23 Mike McEvoy (Citizen At-large) 12-13-25 ROANOKE VALLEY DETENTION COMMISSION No Terms Member Alternate James Taliaferro Rosemarie Jordan ROANOKE VALLEY GREENWAY COMMISSION Term of Office: 3 years Dr. Steven L. Powers 11-08-24 Russ Craighead 7-25-25 Skip Lautenschlager 9-26-23 ROANOKE VALLEY RESOURCE AUTHORITY Term of Office: 4 years Mike Tyler 12-31-23 ROANOKE VALLEY TRANSPORTATION PLANNING ORGANIZATION (TPO) POLICY BOARD Term of Office: 3 years Renee F. Turk 6-30-23 W illiam “Bill” Jones 6-30-23 Alternate: Byron R. Foley 6-30-23 Alternate: John Saunders 6-30-23 SCHOOL BOARD OF THE CITY OF SALEM Term of Office: 3 years Nancy Bradley 12-31-24 Teresa Sizemore-Hernandez 12-31-24 Andy Raines 12-31-25 Stacey Danstrom 12-31-25 David Preston 12-31-23 SOCIAL SERVICES ADVISORY BOARD Term of Office: 4 years, 2 term limit Betty McCrary 12-1-22 TOTAL ACTION FOR PROGRESS Term of Office: 2 years Byr on Randolph Foley 11-13-23 (vacant - full-time alternate) 11-13-21 TRANSPORTATION TECHNICAL COMMITTEE (TTC) Term of office: 3 years Crystal Williams 6-30-23 Charles E. Van Allman, Jr. 6-30-23 Alternate: James E. Taliaferro, II 6-30-23 Alternate: Josh Pratt 6-30-23 MEMBER EXPIRATION OF TERM VIRGINIA W ESTERN COMMUNITY COLLEGE LOCAL ADVISORY Term of Office: 4 years (2 term s only) Dr. Forest I. Jones, Jr. 6-30-26 VIRGINIA’S BLUE RIDGE BOARD Term of Office: James E. Taliaferro, II WESTERN VIRGINIA EMERGENCY MEDICAL SERVICES COUNCIL Term of office: 3 years Deputy Chief Matt Rickman 12-31-25 WESTERN VIRGINIA REGIONAL INDUSTRIAL FACILITY AUTHORITY Term of Office: 4 years (Requires Oath of Office) James E. Taliaferro, II 2-3-26 H. Robert Light 2-3-24 Crystal Williams(Alternate for Taliaferro) 2-3-26 vacant (Alternate for Light) 2-3-24 WESTERN VIRGINIA REGIONAL JAIL AUTHORITY Term of Office: 1 year – Expires 12-31-23 (Requires Oath of Office) W illiam D. Jones Alternate: Byron R. Foley James E. Taliaferro, II Alternate: Rosemarie Jordan April M. Staton Alternate: Chief Deputy-Major Steve Garber