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Audit - 2023Salina, Kansas COMPILED FINANCIAL STATEMENTS December 31, 2023 SALINA DOWNTOWN, INC. Salina, Kansas WOODS & DURHAM, CHARTERED Certified Public Accountants Page Numbers Compilation Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Statement of Assets, Liabilities, and Net Assets - Tax Basis . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Statement of Revenues, Expenses, and Changes in Net Assets - Tax Basis . . . . . . . . . . . . . 3 Supplementary Information Statements of Assets, Liabilities, and Net Assets - Prior Year Comparison - Tax Basis . . . . 4 Statement of Revenues and Expenses - Budget v. Actual - Tax Basis . . . . . . . . . . . . . . . . . . . 5 Statement of Revenues and Expenses by Class - Tax Basis. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 SALINA DOWNTOWN, INC. Salina, Kansas TABLE OF CONTENTS To the Board of Directors Salina Downtown, Inc. Salina, Kansas Woods & Durham, Chartered Certified Public Accountants Salina, Kansas ACCOUNTANTS' COMPILATION REPORT Management is responsible for the accompanying financial statements of Salina Downtown, Inc. (a nonprofit organization), which comprise the statement of assets, liabilities, and changes in net assets - tax basis as of December 31, 2023, and the related statement of revenues, expenses, and changes in net assets - tax basis for the one month and twelve months then ended and determining that the tax basis of accounting is an acceptable financial reporting framework. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the financial statements nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. We do not express an opinion, a conclusion, nor provide any assurance on these financial statements February 7, 2024 Management has elected to omit substantially all the disclosures ordinarily included in the financial statements prepared in accordance with the tax basis of accounting. If the omitted disclosures were included in the financial statements, they might influence the user's conclusions about the Organization's assets, liabilities, net assets, revenues, and expenses. Accordingly, these financial statements are not designed for those who are not informed about such matters. The supplementary information is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information is the responsibility of management. The supplementary information was not subject to our compilation engagement. We have not audited or reviewed the supplementary information and do not express an opinion, a conclusion, nor provide any assurance on such information. We are not independent with respect to the Salina Downtown, Inc. The financial statements are prepared in accordance with the tax basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the United States of America. 1 ASSETS Current Assets Cash in Bank 210,574$ Accounts Receivable 22,116 Total Current Assets 232,690 Property and Equipment Furniture and Equipment 14,858 Less: Accumulated Depreciation (14,858) Net Property and Equipment - Other Assets Rent Deposit 500 TOTAL ASSETS 233,190$ LIABILITIES AND NET ASSETS Current Liabilities Accounts Payable 7,962 Accrued Wages 5,205 Accrued Payroll Taxes 471 Facade Payable 48,497 TOTAL LIABILITIES 62,135 Net Assets Without Donor Restrictions 96,496 With Donor Restrictions Restricted Facade Funds 52,091 Restricted Grant Funds 940 Restricted New Business Assets 21,528 TOTAL NET ASSETS 171,055 TOTAL LIABILITIES AND NET ASSETS 233,190$ SALINA DOWNTOWN, INC. Salina, Kansas STATEMENT OF ASSETS, LIABILITIES, AND NET ASSETS - TAX BASIS December 31, 2023 See Accountants' Compilation Report 2 Period Ended Year-to-Date Dec. 31, 2023 Dec. 31, 2023 NET ASSETS WITHOUT DONOR RESTRICTIONS Revenues Without Donor Restrictions BID Service Fees 9,565$ 86,756$ CID Service Fees 40,199 159,519 Grant Income - 5,000 Program Income 120 27,507 Partnership Income - 9,845 Other Income - 69 Gift Certificate Income 27,224 28,249 Contributions City w/o Restrictions - 60,000 Total Revenues Without Donor Restrictions 77,108 376,945 Net Assets Released from Restrictions Satisfaction of CID Program Restrictions - 32,569 Satisfaction of Restricted Grants - 1,560 Satisfaction of Facade Program Restrictions - 84,541 Total Net Assets Released from Restrictions - 118,670 Expenses Bank Service Charges 50 909 General Maintenance - 4,234 Security 2,163 15,296 Trash 1,336 16,076 Computer Expenses 194 2,665 Contributions - 2,030 Dues and Subscriptions 215 2,463 Holiday Lighting and Decorations (339) 21,739 Insurance 332 3,339 Program Marketing - 34 General Marketing 1,124 18,960 Meals 91 2,558 Meeting Expenses - 150 Office Expense 507 2,834 Personnel Expense 23,899 155,229 Health Reimbursement Benefit - 5,000 Postage Expense - 886 Printing 210 1,146 Professional Development - 1,320 Professional Services 700 15,340 Small Tools & Equipment - 198 Flowers and Landscaping - 9,031 Event/Project Supplies 483 40,138 Taxes and Fees - 391 Gasoline and Fuel 33 880 Travel/Mileage - 7,331 Occupancy 1,314 15,742 Gift Certificates Issued 28,425 29,735 Facade Awards (3,981) 70,573 Total Expenses 56,756 446,227 Change in Net Assets Without Donor Restrictions 20,352 49,388 NET ASSETS WITH DONOR RESTRICTIONS Facade Grants - 60,000 Grant Income - 2,500 Net Assets Released from Restrictions - (118,670) Change in Net Assets With Donor Restrictions - (56,170) CHANGE IN NET ASSETS 20,352 (6,782) NET ASSETS - BEGINNING OF PERIOD 150,703 177,837 NET ASSETS - END OF PERIOD 171,055$ 171,055$ STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS - TAX BASIS For the One Month and Twelve Months Ended December 31, 2023 SALINA DOWNTOWN, INC. Salina, Kansas See Accountants' Compilation Report 3 SUPPLEMENTARY INFORMATION Dec. 31, 2023 Dec. 31, 2022 $ Change ASSETS Current Assets Cash in Bank 210,574$ 223,041$ (12,467)$ Accounts Receivable 22,116 27,128 (5,012) 232,690 250,169 (17,479) Current Assets Property and Equipment Furniture and Equipment 14,858 14,858 - Less: Accumulated Depreciation (14,858) (14,858) - Net Property and Equipment - - - Other Assets Rent Deposit 500 500 - TOTAL ASSETS 233,190$ 250,669$ (17,479)$ LIABILITIES AND NET ASSETS Current Liabilities Accounts Payable 7,962 5,467 2,495 Accrued Wages 5,205 4,899 306 Accrued Payroll Taxes 471 - 471 Facade Payable 48,497 62,465 (13,968) TOTAL LIABILITIES 62,135 72,831 (10,696) Net Assets Without Donor Restrictions 96,496 45,111 51,385 With Donor Restrictions Restricted Facade Funds 52,091 80,613 (28,522) Restricted CID Funds - 30,586 (30,586) Restricted Grant Funds 940 - 940 Restricted New Business Assets 21,528 21,528 - TOTAL NET ASSETS 171,055 177,838 (6,783) TOTAL LIABILITIES AND NET ASSETS 233,190$ 250,669$ (17,479)$ SALINA DOWNTOWN, INC. Salina, Kansas STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS - PRIOR YEAR COMPARISON - TAX BASIS December 31, 2023 and 2022 See Accountants' Compilation Report 4 Variance Variance Dec. 31, 2023 YTD Budget YTD Budget Annual Budget Annual Budget Revenues BID Service Fees 86,756$ 90,000$ (3,244)$ 90,000$ (3,244)$ CID Service Fees 159,519 155,000 4,519 155,000 4,519 Grant Income 7,500 5,000 2,500 5,000 2,500 Program Income 27,507 24,000 3,507 24,000 3,507 Partnership Income 9,845 25,000 (15,155) 25,000 (15,155) Other Income 69 - 69 - 69 Gift Certificate Income 28,249 - 28,249 - 28,249 Contributions City w/o Restrictions 60,000 60,000 - 60,000 - Total Revenues 379,445 359,000 20,445 359,000 20,445 Expenses Bank Service Charges 909 600 309 600 309 General Maintenance 4,234 2,000 2,234 2,000 2,234 Security 15,296 13,500 1,796 13,500 1,796 Trash 16,076 14,000 2,076 14,000 2,076 Computer Expenses 2,665 1,500 1,165 1,500 1,165 Contributions 2,030 2,000 30 2,000 30 Dues and Subscriptions 2,463 3,000 (537) 3,000 (537) Holiday Lights and Decorations 21,739 18,000 3,739 18,000 3,739 General Repairs - 500 (500) 500 (500) Insurance 3,339 4,500 (1,161) 4,500 (1,161) Cluster Marketing - 500 (500) 500 (500) Program Marketing 34 2,500 (2,466) 2,500 (2,466) General Marketing 18,960 24,000 (5,040) 24,000 (5,040) Meals 2,558 1,000 1,558 1,000 1,558 Meeting Expenses 150 1,200 (1,050) 1,200 (1,050) Office Expense 2,834 2,000 834 2,000 834 Other Misc. Expenses - 100 (100) 100 (100) Personnel Expense 155,229 165,000 (9,771) 165,000 (9,771) Health Reimbursement Benefit 5,000 - 5,000 - 5,000 Postage Expense 886 1,000 (114) 1,000 (114) Printing 1,146 1,000 146 1,000 146 Professional Development 1,320 2,000 (680) 2,000 (680) Professional Services 15,340 12,500 2,840 12,500 2,840 Small Tools and Equipment 198 1,000 (802) 1,000 (802) Flowers and Landscaping 9,031 12,000 (2,969) 12,000 (2,969) Event/Project Supplies 40,138 31,000 9,138 31,000 9,138 Taxes and Fees 391 500 (109) 500 (109) Gas and Fuel 880 500 380 500 380 Travel/Mileage 7,331 500 6,831 500 6,831 Occupancy 15,742 17,000 (1,258) 17,000 (1,258) Gift Certificates Issued 29,735 - 29,735 - 29,735 Total Expenses 375,654 334,900 40,754 334,900 40,754 Increase (Decrease) - Operating 3,791 24,100 (20,309) 24,100 (20,309) Facade Program Facade Grants 60,000 60,000 - 60,000 - Facade Awards (70,573) (60,000) (10,573) (60,000) (10,573) Increase (Decrease) - Facade Program (10,573) - (10,573) - (10,573) Increase (Decrease) in Net Assets (6,782)$ 24,100$ (30,882)$ 24,100$ (30,882)$ SALINA DOWNTOWN, INC. Salina, Kansas STATEMENT OF REVENUES AND EXPENSES - BUDGET V. ACTUAL - TAX BASIS For the Twelve Months Ended December 31, 2023 See Accountants' Compilation Report 5 Administration DIP Programs Grant Programs CID Funding Total Revenues BID Service Fees 86,756$ -$ -$ -$ 86,756$ CID Service Fees - - - 159,519 159,519 Grant Income - - 7,500 - 7,500 Program Income 27,507 - - - 27,507 Partnership Income 9,845 - - - 9,845 Other Income 69 - - - 69 Contributions City w/o Restr. 60,000 - - - 60,000 Gift Certificate Income - - - 28,249 28,249 Facade Grants - 60,000 - - 60,000 Total Revenues 184,177 60,000 7,500 187,768 439,445 Expenses Bank Service Charges 888 - - 21 909 General Maintenance - - 1,560 2,674 4,234 Security - - - 15,296 15,296 Trash - - - 16,076 16,076 Computer Expenses 2,665 - - - 2,665 Contributions 1,430 - - 600 2,030 Dues and Subscriptions 2,463 - - - 2,463 Holiday Lighting and Decorations - - 5,000 16,739 21,739 Insurance 3,339 - - - 3,339 Program Marketing - - - 34 34 General Marketing 18,960 - - - 18,960 Meals 1,017 - - 1,541 2,558 Meeting Expenses 85 - - 65 150 Office Expense 2,834 - - - 2,834 Personnel Expense 34,370 - - 120,859 155,229 Health Reimbursement Benefit 5,000 - - - 5,000 Postage Expense 594 - - 292 886 Printing 752 - - 394 1,146 Professional Development 420 - - 900 1,320 Professional Services 15,115 - - 225 15,340 Small Tools and Equipment - - - 198 198 Flowers and Landscaping - - - 9,031 9,031 Event/Project Supplies - - - 40,138 40,138 Taxes and Fees 311 - - 80 391 Gasoline and Fuel 34 - - 846 880 Travel/Mileage 1,949 - - 5,382 7,331 Occupancy 15,644 - - 98 15,742 Gift Certificates Issued - - - 29,735 29,735 Facade Awards - 70,573 - - 70,573 Total Expenses 107,870 70,573 6,560 261,224 446,227 Change in Net Assets 76,307$ (10,573)$ 940$ (73,456)$ (6,782)$ SALINA DOWNTOWN, INC. Salina, Kansas STATEMENT OF REVENUES AND EXPENSES BY CLASS - TAX BASIS For the Twelve Months Ended December 31, 2023 See Accountants' Compilation Report 6