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HomeMy WebLinkAboutItem 6f. FY 2024-25 Financial Statements Whale Rock Commission Report Whale Rock Commission Meeting – May 28, 2025 Agenda Item 6f – FY 2024-25 Financial Statements FROM: Shawna Scott, Assistant Director of Utilities PREPARED BY: Mychal Boerman, Utilities Deputy Director – Water Tavy Garcia – Senior Accountant SUBJECT: FY 2024-25 Financial Statements RECOMMENDATION Receive and file Fiscal Year 2024-25 Whale Rock Financial Statements DISCUSSION Summary Each year the City receives an independent audit of the Whale Rock Commission’s financial statements. The Whale Rock Commission 2024-25 Financial Statements, as well as the auditor’s reports, are provided in Attachment A of this report. This audit provides an opinion as to whether the financial statements are prepared, in all material respects, in accordance with accounting principles generally accepted in the United States of America. For the 2023-24 fiscal year, the auditors have issued a “clean” opinion, meaning that the financial statements are presented fairly in all material respects. The Management’s Discussion and Analysis section includes financial and operational highlights for the fiscal year and summary information on the Commission’s financial position at year end. As in prior years, the auditors have also provided a report on the internal controls over financial reporting and, consistent with the findings for the City’s Annual Comprehensive Financial Report, identified two areas of improvement, with one being a material weakness related to journal entry posting, and the other being a significant deficiency related to payroll module implementation. These findings, along with the City’s responses are incorporated into the last section of the audited financial statements (Attachment A, Whale Rock Commission Financial Statements, pages 39-40). The City’s Finance Department will work to correct these two issues over the next year. ENVIRONMENTAL REVIEW The California Environmental Quality Act does not apply to the recommended action, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15278. Page 33 of 103 FISCAL IMPACT The proposed action would not result in fiscal impacts to the Whale Rock Commission member agencies. ALTERNATIVES The commission could choose to request modifications to the financial statements if an error is identified with the statements included in Attachment A. ATTACHMENT A – 2024-25 Whale Rock Commission Financial Statements for Fiscal Years ended June 30, 2025, and 2024 Page 34 of 103 Whale Rock Commission Financial Statements For the Fiscal Years ended June 30, 2025 and 2024 Page 35 of 103 Page 36 of 103 Whale Rock Commission Fiscal Years Ended June 30, 2025 and 2024 Table of Contents Independent Auditor’s Report 1-3 Management’s Discussion and Analysis 5-15 Basic Financial Statements Government-wide Financial Statements: Statements of Net Position 21 Statements of Activities 22 Fund Financial Statements Balance Sheets 25 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Position 26 Statements of Revenues, Expenditures, and Changes in Fund Balance 27 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance of Governmental Funds to the Statement of Activities 28 Notes to the Financial Statements 29-32 Required Supplementary Information Budgetary Comparison Schedule 35 Notes to Required Supplementary Information 36 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 37-38 Schedule of Findings and Responses 39-40 Status of Prior Year Findings 41-42 Page 37 of 103 This page intentionally left blank. Page 38 of 103 INDEPENDENT AUDITOR’S REPORT To the Members of the Whale Rock Commission San Luis Obispo, California Report on the Audit of the Financial Statements Opinion We have audited the accompanying financial statements of the governmental activities and general fund of the Whale Rock Commission (Commission), as of and for the year ended June 30, 2025, and the related notes to the financial statements, which collectively comprise the Commission’s basic financial statements as listed in the table of contents. In our opinion, the accompanying financial statements present fairly, in all material respects, the respective financial position of the governmental activities and general fund information of the Commission, as of June 30, 2025, and the respective changes in financial position 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 (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Commission 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. Responsibilities of Management for the Financial Statements The Commission’s management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Commission’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. Page 39 of 103 To the Members of the Whale Rock Commission San Luis Obispo, California Page 2 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 GAAS will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS, 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 Commission’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 Commission’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. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and budgetary comparison information on pages 5-15 and 35-36 be presented to supplement the basic financial statements. Such information, 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. 2 Page 40 of 103 To the Members of the Whale Rock Commission San Luis Obispo, California Page 3 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated April 6, 2026, on our consideration of the Commission’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 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 Commission’s internal control over financial reporting and compliance. Badawi & Associates, CPAs Emeryville, California April 6, 2026 3 Page 41 of 103 This page intentionally left blank. 4 Page 42 of 103 Management’s Discussion & Analysis This section provides a narrative overview and analysis of the financial activities of the Whale Rock Commission for the fiscal years ended June 30, 2025 and 2024. It should be read in conjunction with the accompanying basic financial statements. Overview of the Financial Statements The financial statements are presented in accordance with Governmental Accounting Standards Board Statement No. 34. The basic financial statements are comprosed of three components: 1. Government-wide financial statements 2. Fund financial statements and 3. Notes to the financial statements. Government-Wide Financial Statements This set of statements is designed to provide readers with a broad overview of the Commission’s finances, in a manner similar to a private-sector business. The Statement of Net Position presents information on all the Commission’s assets and liabilities, with the differnce reported as net position. Over time, increases or decreases in net position may serve as an indicator of whether the finacial position of the Commission is improving or declining. The Statement of Activities presents information showing how the Commission’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods. Fund Financial Statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activites or objectives. The Commission, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information reflects financial resources available in the near future to finance the Whale Rock Fund. All of the activities of the Commission are accounted for in one fund. Whale Rock Commission The Whale Rock Fiduciary (Custodial) fund is used to account for the Commission’s ongoing operating activities. Ownership in the Reservoir is as follows: 55.05%, City of San Luis Obispo; 33.71%, California Polytechnic State University; and 11.24%, California Men’s Colony. The City’s share of the Commission’s expenses is recorded as expenses of the Water Enterprise Fund. All receipts and disbursement of the Commission are included in the fiduciary fund. 5 Page 43 of 103 Management’s Discussion & Analysis Financial Highlights The following outlines financial highlights for the year:  The assets of the Commission exceeded its liabilities at June 30, 2025, by $7.2 million (net position). The Commission’s unrestricted net position increased by just over $1 million compared with FY 2023-24.  Total assets increased by $990,000 or 15%, to just over $7.4 million during FY 2024-25. This increase was primarily attributable to higher balances in total cash and accounts receivable at June 30, 2025, which were $570,000 and $392,000 higher, respectively, compared with balances at the end of the prior year. These increases reflect stable service revenue, within 1.6% year over year, combined with significatnly less capital project activity during FY 2024-25. Capital activity is dependent on Whale Rock’s capital improvement plan and can therefore flutuate significantly from year to year.  For FY 2024-25, total program revenues, including basic operating charges and water distribution income, amounted to nearly $2.1 million, which was consistent with totals from the prior year. Meanwhile, general revenues including investment earnings, Capital Improvement Plan (CIP) contributions, and other revenues totaled approximately $1.04 million. This represents increases of 0.2% and 8.1% respectively.  Water Distribution revenues decreased from $834,000 in FY 2023-24 to $772,000 in FY 2024-25. The stronger distribution revenues in the prior year were due to increased demand while the Naciemento pipepline was down for repairs. This pipeline has since been reopened via a temporary pipleline bypass while repairs continue into FY 2024- 25.  Use of money and property revenues increased by $47,000 to nearly $315,000 for FY 2024-25, representing a 17.5% increase due to favorable market conditions that supported strong interest earnings on the Commission’s invested cash during the fiscal year.  Total expenses of $2.1 million were lower in FY 2024-25 and represented a decrease of $589,000 compared with the prior year. As noted above, this decrease was primarily driven by the timing of project-related expenditures, including major maintenance activities, as well as an decreases in electric service needs following the reopening of the Naciemento pipeline during the fiscal year. Depreciation meanwhile, remained consistent with the prior year. 6 Page 44 of 103 Management’s Discussion & Analysis Operational Highlights During FY 2024-25, Whale Rock staff maintained the reservoir and related facilities, delivered water, and participated in long-term capital improvement projects. The following are the operational highlights that occurred during the fiscal year. Intake Structure Inspection Intake valves allow the highest quality water to enter the pipeline from a selected depth. Whale Rock has five intake valves, and intake valve four ceased to function in the closed position. Intake valve four is located under 110 feet of water. Inspecting and repairing the valve presents challenges in a hazardous environment.To facilitate access, staff may drain the intake structure to allow a human to enter. The downside of this action is that Whale Rock cannot deliver water while the intake structure is drained. Additionally, the hazards of confined space and engulfment (drowning) are associated with humans working inside this structure. To mitigate the safety hazards associated with entering the intake structure, staff worked with AQUEOS to operate a remotely operated vehicle (ROV) to inspect the malfunctioning valve underwater. AQUEOS staff provided a video inspection of intake valve four. With the assistance of air introduced to the plumbing, air bubbles led the ROV operator to a broken pipe fitting. The fractured pipe fitting prevented the valve control system from operating intake valve four. The ROV inspection was a success, as staff identified the problem, and will develop a project to repair the pipe fitting. The project may utilize divers to make repairs at depth, or a scheduled Whale Rock shutdown could allow the intake structure to be drained of water so that people can enter and make repairs. Cathodic Protection Survey of the Whale Rock Pipeline Cathodic protection is a method used in various industries that uses a low electrical current to prevent corrosion of metal structures such as pipelines, tanks, steel-pier piles, and offshore oil platforms. Cathodic protection has been used to protect pipelines since the 1930s. In January, staff worked with a cathodic protection consultant to understand Whale Rock’s cathodic protections system (CPS) condition. The consultant is authoring a report describing the condition of the reservoir’s CPS. The report may include recommendations for improving the CPS to achieve the maximum service life of the Whale Rock pipeline. ROV PRE-INSPECTION CATHODIC PROTECTION TEST STATION FOR THE WHALE ROCK PIPELINE 7 Page 45 of 103 Management’s Discussion & Analysis Drain Pluming Improvements The dam and the hillside adjacent to the spillway have drains installed to remove water pressure that may build up within the dam. During the early 1980s, staff recorded higher than anticipated pressures inside the northern portion of the Dam. The Commission’s geoloic consultant recommended that drains be installed to reduce the water pressure and to maintain the safety of the Dam’s structure. Since the drains were installed in the 1980s, staff have recorded the water flow of the drain as part of weekly observations of the dam. Over the years, the plumbing of the drain systems has aged, and staff recognized the opportunity to make improvements to the drain systems. Staff have installed new piping and outlet works on one of the drain systems. The team replaced the aging pipe supports and piping on the second drain system. The team’s efforts have resulted in a drainage system that promotes accurate water measurements and will serve the Whale Rock facility for many years. New John Deere Tractor at Whale Rock Staff team recently took delivery of a new John Deere utility tractor. Whale Rock staff uses the tractor to mow and maintain dirt roads and trails of the public access area and approximately three miles of reservoir access road that is closed to the public. Other uses include pipeline easement clearing and general grading work to repair erosion or build up access roads. The new tractor replaces a similar John Deer machine that has been in service since 2004. We look forward to using the new tractor to maintain the facility for the next twenty years. “S” DRAIN IMPROVEMENTS WHALE ROCKS NEW JOHN DEER TRACTOR 8 Page 46 of 103 Management’s Discussion & Analysis Exposed Pipeline Recoating The Whale Rock Pipeline has "crossing" sections that are not buried and need to be recoated to reduce corrosion and provide maximum service life. During 2024, staff recoated many of the above-grade crossing pipe sections. In December, staff completed recoating the crossing at the San Luis Obispo Water Treatment Plant. This pipe section houses the Whale Rock water meter, shown on the left side of the picture, and an interior pipeline access point on the right of the image. The interior pipeline access point was installed to extract pipeline inspection tools during the 2018 Pipeline Condition Analysis. Staff plans to recoat the remaining crossings this spring. Door Maintenance at Pump Stations Whale Rock's two pump stations have multiple steel doors. The doors are used for human access, and one large set of doors is used to remove and replace the 200-horsepower motors that operate the water pumps. Since the pump stations were constructed in 1993, years of use and corrosion have rendered some doors inoperable. In February, Western Prehung worked at both pump stations to make repairs to the doors. The most extensive work effort occurred at Pump Staton A, where the marine environment had caused the double door frame to corrode and fail. Western Prehung staff replaced the steel double-door frame, restoring the door's functionality. RECOATED WHALE ROCK PIPELINE AT THE SLO WATER TREATMENT PLANT WESTERN PREHUNG STAFF REPLACING A DOUBLE DOOR FRAME AT PUMP STATION A 9 Page 47 of 103 Management’s Discussion & Analysis Termite Fumigation The Whale Rock shop and office are wood buildings and can attract termites. The Whale Rock team has noted termite droppings inside the shop. To remedy the termites, Whale Rock staff worked with Terminix to fumigate the facility. Terminix tarped the structure and applied fumigant on a Thursday. The tarps were removed on Saturday, with normal operations resuming on Monday morning. A five-year warranty against termite infestation covers the shop and office. Pressure Relief Valve Maintenance High water pressure in the Whale Rock pipeline contributes to water leaks and reduces the pipeline's lifespan. Whale Rock's five pressure relief valves detect water pressure higher than desired in the pipeline and release water to lower the water pressure. Reducing excess water pressure in the pipeline helps to prevent pipeline failures. Staff rebuilt Whale Rock's five pressure relief valves to ensure proper pressure relief valve operation WHALE ROCK SHOP/OFFICE TENTED FOR FUMIGATION STAFF REBUILDING A PRESSURE RELIEF VALVE 10 Page 48 of 103 Management’s Discussion & Analysis Mowing The Dam's Face The best management practice for earthen dams is to maintain a low vegetation level to allow visual inspection of the Dam's surface. Continuous surveillance of the Dam allows staff to recognize unusual conditions that may indicate a developing problem. Some level of vegetation reduces erosion on the face of the Dam and is desirable. The Whale Rock team mows the Dam annually to keep the vegetation at a low level, allowing observation of the face of the Dam. A tracked mower was used for three days to increase staff safety while mowing the steep area. The rental machine is more stable than our wheeled tractor mower and does a great job, safely reducing the height of the grass on the Dam. Pump Station Maintenance The Whale Rock delivery system uses ten pumps to supply water to Commission members. Earlier this year, one of these pumps started leaking, indicating worn-out ceramic seals. The Whale Rock team installed new ceramic seals and bearings in the pump and put it back into service. In June, the team removed corrosion from the pump and prepared it for recoating. In this picture, the pump has been recoated and is ready to deliver water over the summer months. ANNUAL MOWING OF THE DAM’S FACE REBUILT AND RECOATED DELIVER PUMP 11 Page 49 of 103 Management’s Discussion & Analysis Electric Motor Rebuild In February, pump five at Pump Station A failed to start, activating alarms in our pump control system. Alpha Electric came onsite to diagnose the motor's failure. Alpha Electric's staff determined that the motor had an internal issue, causing the inability to start and subsequent alarms. The Whale Rock team removed the motor and delivered it to Electric Motor Works for servicing. The motor was disassembled, serviced, and reinstalled by Whale Rock staff. In the first week of March, Alpha Electric will come onsite and connect the motor's electrical wiring, putting it back in service. Each pump station has five pumps and motors that provide redundancy and allow us to remove a pump or motor for repairs without impacting water deliveries. The Notes to the Financial Statements provide additional information that is essential to the reader for a full understanding of the data provided in the Commission’s financial statements. PUMP 5 MOTOR INSTALLED AFTER SERVICEING 12 Page 50 of 103 Management’s Discussion & Analysis Financial Analyisis Net position may serve, over time, as an indicator of a government’s financial position. As noted above, assets exceeded liabilities by $7.2 million at June 30, 2025. At the end of the current fiscal year, the Commission continues to report a positive net position. Information about changes in net position resulting from operations is summarized below: STATEMENT OF ACTIVITIES Government Wide Whale Rock FY2024-25 FY2023-24 Revenues: Charges for services 2,813,357$ 2,770,405$ Other revenues 1,872 8,108 Use of money and property 314,857 267,853 Total Revenues 3,130,086 3,046,366 Expenses: Operations 1,695,309 1,771,627 Capital projects 86,748 577,105 General government 252,099 274,372 Depreciation 63,283 63,283 Total expenses 2,097,439 2,686,387 Increase (decrease) in net position 1,032,647 359,979 Net position, beginning 6,215,428 5,855,449 Prior year restatement - - Net position, beginning of year, as restated 6,215,428 5,855,449 Net position, ending 7,248,075$ 6,215,428$ 13 Page 51 of 103 Management’s Discussion & Analysis Commission Contributions Members contribute for both operating and maintenance activities as well as Capital Improvement Plan (CIP) projects which may also include contributions toward the CIP reserve. Total contributions by member are show below. Budgetary Highlights A budgetary comparison schedule for the year ended June 30, 2025 is presented as part of the required supplementary information. The following summarizes the original and final budget compared with actual results for FY 2024-25. The variance column reflects the differences between the actual amounts realized and the final budget amounts. While revenues came in above budget, expenditures came in significantly under due to budgeted project activity that did not happen during the year. Capital Assets Capital assets, including infrastructure, are those assets that are used in the performance of the Commission’s functions and reservoir. As of June 30, 2025, the Commission’s capital assets increased by $24,000 from $663,000 in the prior year to $688,000 (net of accumulated depreciation). More information on the Commission’s capital assets can be found in Note 3 of these financial statements. 14 Page 52 of 103 Management’s Discussion & Analysis Request for Additional Information This finacial report is designed to provide a general overview of the Commision’s finances for all those with an interest in the finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City of San Luis Obispo, Department of Finance, 990 Palm Street, San Luis Obispo, California, 93401. 15 Page 53 of 103 This page intentionally left blank. 16 Page 54 of 103 BASIC FINANCIAL STATEMENTS 17 Page 55 of 103 This page intentionally left blank. 18 Page 56 of 103 GOVERNMENT-WIDE FINANCIAL STATEMENTS 19 Page 57 of 103 This page intentionally left blank. 20 Page 58 of 103 2025 2024 ASSETS Cash and investments 6,284,413$ 5,713,938$ Accrued interest receivable 29,615 26,605 Accounts receivables 409,558 17,775 Nondepreciable capital assets 1,381 - Capital assets, net of accummlated depreciation 686,180 663,072 Total assets 7,411,147 6,421,390 LIABILITIES Accounts payable 94,014 135,422 Accrued salaries 18,397 17,087 Other liabilities 50,661 53,453 Total liabilities 163,072 205,962 Net Position Net investment in capital assets 687,561 663,072 Unrestricted 6,560,514 5,552,356 Total Net Position 7,248,075$ 6,215,428$ Whale Rock Commission Statements of Net Position June 30, 2025 and 2024 The accompanying notes are an integral part of these financial statements. 21 Page 59 of 103 2025 2024 Expenses Reservoir operations 1,695,310$ 1,771,627$ General government 252,099 274,372 Capital projects 86,748 577,105 Depreciation 63,282 63,283 Total expenses 2,097,439 2,686,387 Program Revenues Charges for services: Basic operating charges 1,310,027 1,242,781 Water distribution 771,824 834,074 Total program revenues 2,081,851 2,076,855 Net expense and program revenues (15,588) (609,532) General Revenues and Transfers Use of money and property 314,857 267,853 CIP Contributions 731,506 693,550 Other revenues 1,872 8,108 Total general revenues and transfers 1,048,235 969,511 Increase in Net Position 1,032,647 359,979 Net Position - beginning of year 6,215,428 5,855,449 Net Position - end of year 7,248,075$ 6,215,428$ Whale Rock Commission Statements of Activities For the Years Ended June 30, 2025 and 2024 The accompanying notes are an integral part of these financial statements. 22 Page 60 of 103 FUND FINANCIAL STATEMENTS 23 Page 61 of 103 This page intentionally left blank. 24 Page 62 of 103 803--807--809 2025 Assets Cash and investments 6,284,413$ 5,713,938$ Accrued interest receivable 29,615 26,605 Accounts receivables 409,558 17,775 Total assets 6,723,586 5,758,318 Liabilities and Fund Balance Liabilities Accounts payable 94,014 135,422 Accrued salaries 18,397 17,087 Other liabilities 50,661 53,453 Total liabilities 163,072 205,962 Fund Balance Assigned for reservoir operations 389,482 409,199 Assigned for CIP 3,953,849 3,309,091 Unassigned 2,217,183 1,834,066 Total fund balance 6,560,514 5,552,356 Total Liabilities and Fund balance 6,723,586$ 5,758,318$ 2024 Whale Rock Commission Balance Sheets June 30, 2025 and 2024 The accompanying notes are an integral part of these financial statements. 25 Page 63 of 103 2025 Total Fund Balances - governmental funds 6,560,514$ Capital assets at estimated historical cost 1,931,976$ Accumulated depreciation (1,244,415) 687,561 Total net position - governmental activities 7,248,075$ Capital assets used in governmental activities are not financial resources and therefore are not reported in the fund. Whale Rock Commission Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Position For the year ended June 30, 2025 The accompanying notes are an integral part of these financial statements. 26 Page 64 of 103 2025 2024 REVENUES: Use of money and property 314,857$ 267,853$ CIP Contributions 731,506 693,550 Other revenue 1,872 8,108 Services: Basic operating charges 1,310,027 1,242,781 Water distribution 771,824 834,074 Total services 2,081,851 2,076,855 Total revenues 3,130,086 3,046,366 EXPENDITURES: Current: Reservoir operations 1,695,310 1,771,627 General government 252,099 274,372 Capital projects 174,519 577,105 Total curent expenditures 2,121,928 2,623,104 Total expenditures 2,121,928 2,623,104 Excess of revenues over expenditures 1,008,158 423,262 FUND BALANCES: Beginning of year 5,552,356 5,129,094 End of year 6,560,514$ 5,552,356$ 803--807--809 Whale Rock Commission Statements of Revenues, Expenditures and Changes in Fund Balances For the years ended June 30, 2025 and 2024 The accompanying notes are an integral part of these financial statements. 27 Page 65 of 103 2025 Total excess of revenues over expenditures - governmental funds 1,008,158$ Expenditure for capital outlay 86,390$ Construction in progress deletion 1,381 Depreciation expense (63,282) 24,489 Total increase in net position - governmental activities 1,032,647$ Capital outlay net of depreciation expenses and disposal Whale Rock Commission Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the year ended June 30, 2025 The accompanying notes are an integral part of these financial statements. 28 Page 66 of 103 Whale Rock Commission Notes to Financial Statements June 30, 2025 Note 1: Summary of Significant Accounting Policies Description of the Reporting Entity The Whale Rock Commission (Commission) was established as a joint venture on December 12, 1960 to oversee, in a fiduciary capacity, the operations and routine maintenance of the Whale Rock Reservoir (Reservoir). The Commission is composed of six voting members and two non-voting members. Three voting members are appointed by the City of San Luis Obispo (City); one by the California Polytechnic State University; one by the California Men's Colony; and one by the Director of Finance, State of California. The two non-voting members are position appointments: the Director of Water Resources, State of California; and the Water Superintendent, City of San Luis Obispo. The Commission is authorized to establish policies for the operation of the Reservoir, to contract for the sale of excess water, and to approve its annual budget. The City, in accordance with established policies of the Commission, operates and maintains the Reservoir; prepares and recommends the annual budget; and maintains the fiscal records and moneys of the Commission. Ownership in the Reservoir is as follows: 55.05%, City of San Luis Obispo; 33.71%, California Polytechnic State University; and 11.24%, California Men's Colony. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the activities of the Commission. The statement of activities demonstrates the degree to which the direct expenses are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Separate fund financial statements are also provided. Measurement Focus, Basis of Accounting and Basis of Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the Commission considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. The Commission considers interest earned but not received and billings to participating agencies earned but not received as susceptible to accrual. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. The focus of financial measurement is upon available resources rather than net income determination. 29 Page 67 of 103 Whale Rock Commission Notes to Financial Statements June 30, 2025 Note 1: Summary of Significant Accounting Policies, (Continued) Measurement Focus, Basis of Accounting and Basis of Presentation, (Continued) The accounting policies of the Commission conform to generally accepted accounting principles. The accounts of the Commission are presented in the fund financial statements as a Governmental Fund. As the City maintains the accounting records and moneys of the Commission in a fiduciary capacity, the Commission's operating activities are accounted for in a separate fiduciary fund type (Custodial Fund) in the City's Annual Comprehensive Financial Report (ACFR). The operations of the fund are accounted for with a set of self-balancing accounts that comprise the Commission's assets, liabilities, fund equity, revenues, and expenditures. Commission resources are allocated to, and accounted for, as assets of the fund and equity to the participating agencies. Budgets and Budgetary Accounting As provided under the Whale Rock Agreement, the Commission has the sole responsibility for the adoption of the budget and may amend or supplement the budget at any time after its adoption. The budget is legally adopted prior to the commencement of the fiscal year and is prepared in accordance with generally accepted accounting principles. The Director of Finance of the City has the authority to make or approve administrative adjustments to the budget as long as those changes will not have a significant policy impact nor affect budgeted year- end fund balances. Appropriations lapse at year-end unless such amounts are encumbered and reappropriated in the next fiscal year. Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets are reported as part of the Commission. Capital assets are defined by the Commission as assets with an initial, individual cost of more than $25,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. The costs of normal maintenance and repairs that do not add to the value of assets or materially extend assets’ lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. The Commission does not have any intangible assets. Detailed information on the Commission’s capital assets can be found in Note 3. City of San Luis Obispo Services Because the City accounts for the activities of the Commission, other services such as workforce and risk management are also provided by the City. The City’s ACFR fully discusses pooled and self-insurance and how the City manages the risk of the Commission. New Pronouncements In 2025, the Commission adopted new accounting standards in order to conform to the following Governmental Accounting Standards Board Statements:  GASB Statement No. 102 – Certain Risk Disclosures – The primary objective of this Statement is to provide users of government financial statements with essential information about risks related to a government’s vulnerabilities due to certain concentrations or constraints. 30 Page 68 of 103 Whale Rock Commission Notes to Financial Statements June 30, 2025 Note 1: Summary of Significant Accounting Policies, (Continued) New Pronouncements, (Continued) The Commission is currently analyzing its accounting practices to determine the potential impact on the financial statements for the following GASB Statements:  GASB Statement No. 103 – Financial Reporting Model Improvements - The primary objective of this Statement is to improve key components of the financial reporting model to enhance its effectiveness in providing information that is essential for decision making and assessing a government’s accountability. This Statement also addresses certain application issues.  GASB Statement No. 104 – Disclosure of Certain Capital Assets – The primary objective of this Statement is to provide users of governmental financial statements with essential information about certain types of capital assets. Note 2: Cash and Investments The Commission's cash and investments are pooled with those of the City. As provided for by the California Government Code, the cash balances of substantially all funds held by the City are pooled and invested by the City Treasurer for the purpose of increasing interest earnings through investment activities. The Commission's share of the aggregate pooled cash and investments are recorded at fair value and included in the accompanying balance sheet under the financial statement caption cash and investments. Interest earned on pooled investments is allocated quarterly to the Commission based upon the Commission's average cash balance during the allocation period. Refer to Note 2 of the Notes to the Financial Statements of the City of San Luis Obispo as contained in the City's ACFR for further discussion of the nature of the City's pooled cash and investments and all related fair value disclosures. Note 3: Capital Assets Governmental Accounting Standards Board (GASB) standards require that the Commission report in the government- wide statements the value of all capital assets net of accumulated depreciation, including infrastructure assets, in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Infrastructure assets are defined as long- lived capital assets that are stationary in nature and normally can be preserved for a significantly greater number of years than most capital assets. The minimum requirement for compliance with GASB standards is to provide infrastructure valuations for all assets constructed, acquired, or placed into service on or after July 1, 1980. Relevant assets for the Commission were valued at one of two dates: 1) the original date of construction, if available, or 2) the incorporation date of the Commission. Each asset was reviewed to determine the adequacy of the data to value to asset prior to July 1, 1980 using historical cost or estimated historical cost. 31 Page 69 of 103 Whale Rock Commission Notes to Financial Statements June 30, 2025 Note 3: Capital Assets, (Continued) Capital assets activity for the fiscal year ended June 30, 2025 was as follows: Capital assets activity for the fiscal year ended June 30, 2024 was as follows: Balance Decreases/ Balance June 30, 2024 Increases Transfers June 30, 2025 Capital assets not being depreciated: Construction in progress -$ 87,771$ (86,390)$ 1,381$ Total capital assets not being depreciated - 87,771 (86,390) 1,381 Capital assets being depreciated: Infrastructure 588,106 - - 588,106 Buildings and improvements 1,092,285 - 13,068 1,105,353 Equipment 191,830 - 45,006 236,836 Accum. Depreciation (1,209,149) (63,283) 28,316 (1,244,115) Total capital assets being depreciated, net 663,072 (63,283) 86,390 686,180 Capital assets, net 663,072$ 24,488$ -$ 687,561$ Balance Decreases/ Balance June 30, 2023 Increases Transfers June 30, 2024 Capital assets not being depreciated: Construction in progress -$ -$ -$ -$ Total capital assets not being depreciated - - - - Capital assets being depreciated: Infrastructure 588,106 - - 588,106 Buildings and improvements 1,092,285 - - 1,092,285 Equipment 195,456 - (3,626) 191,830 Accum. Depreciation (1,149,492) (63,283) 3,626 (1,209,149) Total capital assets being depreciated, net 726,355 (63,283) - 663,072 Capital assets, net 726,355$ (63,283)$ -$ 663,072$ 32 Page 70 of 103 REQUIRED SUPPLEMENTARY INFORMATION 33 Page 71 of 103 This page intentionally left blank. 34 Page 72 of 103 Variance Positive Original Budget Final Budget Actual (Negative) Revenues Use of money and property 1,000$ 1,000$ 314,857$ 313,857$ CIP Contributions 624,958 624,958 731,506 106,548 Other revenues 6,000 6,000 1,872 (4,128) Services: Basic operating charges 1,297,986 1,297,986 1,310,027 12,041 Water distribution 588,940 888,940 771,824 (117,116) Total services 1,886,926 2,186,926 2,081,851 (105,075) Total Revenues 2,518,884 2,818,884 3,130,086 311,202 Expenditures Current: Reservoir operations 1,624,616 1,951,282 1,695,310 255,972 General government 255,805 255,805 252,099 3,706 Capital projects 2,507,849 2,593,688 174,519 2,419,169 Total Expenditures 4,388,270 4,800,775 2,121,928 2,678,847 Excess (Deficiency) of Revenues and Other Sources Over (Under) Expenditures and Other Uses (1,869,386) (1,981,891) 1,008,158 2,990,049 Commission Equity - beginning of year 5,552,356 5,552,356 5,552,356 - Commission Equity - end of year 3,682,970$ 3,570,465$ 6,560,514$ 2,990,049$ Whale Rock Commission Budgetary Comparison Schedule Fiscal Year Ended June 30, 2025 35 Page 73 of 103 Budgetary Comparison Schedule Whale Rock Commission Notes to Required Supplementary Information June 30, 2025 1.        The budget is prepared using the modified accrual basis of accounting consistent with U.S.  generally accepted accounting principles. 2.        Outstanding encumbrances from the prior fiscal year are not reflected in the original budget  column but are included in the final budget amounts. 36 Page 74 of 103 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 Independent Auditor’s Report To Members of the Whale Rock Commission San Luis Obispo, California We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities and general fund information of the Whale Rock Commission (Commission), as of and for the year ended June 30, 2025, and the related notes to the financial statements, which collectively comprise the Commission’s basic financial statements and have issued our report thereon dated April 6, 2026. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Commission’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 Commission’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Commission’s internal control. Our consideration of internal control over financial reporting was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that have not been identified. However, as described in the accompanying schedule of findings and responses, we did identify certain deficiencies in internal control that we consider to be material weaknesses and significant deficiencies. 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. We consider the deficiencies described in the accompanying schedule of findings and responses as item 2025-001 to be material weaknesses. 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. We consider the deficiencies described in the accompanying schedule of findings and responses as item 2025-002 to be significant deficiency. Page 75 of 103 To the Members of the Whale Rock Commission San Luis Obispo, California Page 2 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Commission’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Whale Rock Commission’s Response to Findings The Commission’s response to the findings identified in our audit is described in the accompanying schedule of findings. Commission’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. 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. Badawi & Associates, CPAs Emeryville, California April 6, 2026 38 Page 76 of 103 Whale Rock Commission Schedule of Findings and Responses For the year ended June 30, 2025 Section I – Current Year Findings A. Financial Statement Audit Finding 2025-001 Journal Entries Posting (Material Weakness) Criteria: The access to post journal entries in the general ledger should be restricted. Journal entries should be independently prepared, reviewed before being posted to the general ledger. Condition: During the review of the City’s journal entry approval matrix and JE testing, we noted the posting from the subledger to GL do not require approvals at the general ledger level nor at the subledger level. Considering the number of employees who can post entries through subledger without review and the fact that corrections to payroll, payable, revenue/receivables, cash management, capital assets all can be posted through subledger and do not require approval, it increased the risk of unauthorized or incorrect journals get posted into general ledger. Cause: The City didn’t have control in place to ensure all journal entries are properly reviewed before posting. Effect: Journal entries recorded in the City’s accounting system may be inaccurate, unapproved, or unsupported. Recommendation: We recommend that the City limit the number of employees who can post journal entries in the subledger and general ledger, and implement system control to ensure all journal entries are reviewed before posting. Management’s response: City management agrees with the recommendation and continues working with the internal IT team and consultants to explore modifications to the Oracle ERP system’s workflow to include approval for system-generated adjusting entries, which are currently posted automatically. Approval for manually generated journal entries was implemented in FY 2021-22 and remains in place. While the City has approval controls for manual entries, a solution for system-generated adjustments is still in progress. In the interim, the City has limited the number of employees that can post journal entries and has developed reports that are generated each week to detect changes or adjustments to payables transactions. These reports, along with procedural changes are intended to mitigate risk of inaccurate, unapproved or unsupported entries posting to the general ledger until a system solution is identified. This goal is considered partially implemented by the City. 39 Page 77 of 103 Whale Rock Commission Schedule of Findings and Responses For the year ended June 30, 2025 Section I – Current Year Findings, continued A. Financial Statement Audit Finding, continued 2025-002 Payroll Module Implementation (Significant Deficiency) Criteria: An effectively implemented payroll system should process the payroll accurately, and an effective internal control system over payroll requires timely and accurate payroll processing. Condition: During the performance of the audit, we noted that –  The Oracle payroll module has overtime configuration implemented incorrectly, and the City has to manually track the payroll in a spreadsheet and correct the error as it occurs since the implementation.  The configuration of payroll journal entries posting was implemented incorrectly which caused the variance between the bank record and the City’s general ledger. Cause: The Oracle payroll module has not been implemented correctly. Effect: Errors and fraud can go undetected in payroll processing with a large volume of manual corrections needed. Recommendation: We recommend the City to work with the third-party vendor to correct the implementation of payroll module. Management’s Response: City Management agrees with the finding and has engaged a consultant to reconfigure the payroll module to correct overtime calculations. Significant progress has been made in identifying and testing solutions as of June 30, 2025, with full implementation occurring in October 2025. Manual intervention in the calculation of overtime is no longer required as of the implementation. In the interim, the City continued to monitor payroll, manually correcting overtime issues each pay period. To enhance accuracy, staff has delivered comprehensive training on timecard entry and created Oracle Guided Learnings (OGLs) for real-time payroll module training. Additionally, the City has implemented the mandatory "Redwood" Oracle user interface upgrade, improving usability and time-tracking accuracy. Configuration of the payroll journal entries was a one-time occurrence that has since been corrected. 40 Page 78 of 103 Whale Rock Commission Schedule of Findings and Responses For the year ended June 30, 2025 Section II – Prior Year Findings A. Financial Statement Audit Finding 2024-001 Journal Entries Posting (Material Weakness) Criteria: The access to post journal entries in the general ledger should be restricted. Journal entries should be independently prepared, reviewed before being posted to the general ledger. Condition: During the review of the City’s journal entry approval matrix and JE testing, we noted the posting from the subledger to GL do not require approvals at the general ledger level nor at the subledger level. Considering the number of employees who can post entries through subledger without review and the fact that corrections to payroll, payable, revenue/receivables, cash management, capital assets all can be posted through subledger and do not require approval, it increased the risk of unauthorized or incorrect journals get posted into general ledger. Cause: The City didn’t have control in place to ensure all journal entries are properly reviewed before posting. Effect: Journal entries recorded in the City’s accounting system may be inaccurate, unapproved, or unsupported. Recommendation: We recommend that the City limit the number of employees who can post journal entries in the subledger and general ledger, and implement system control to ensure all journal entries are reviewed before posting. Status: Partially implemented, see current year finding 2025-001. 41 Page 79 of 103 Whale Rock Commission Schedule of Findings and Responses For the year ended June 30, 2025 Section II – Prior Year Findings, continued A. Financial Statement Audit Finding, continued 2024-002 Payroll Module Implementation (Significant Deficiency) Criteria: An effectively implemented payroll system should process the payroll accurately, and an effective internal control system over payroll requires timely and accurate payroll processing. Condition: During the performance of the audit, we noted that –  The Oracle payroll module has overtime configuration implemented incorrectly, and the City has to manually track the payroll in a spreadsheet and correct the error as it occurs since the implementation.  The configuration of payroll journal entries posting was implemented incorrectly which caused the variance between the bank record and the City’s general ledger. Cause: The Oracle payroll module has not been implemented correctly. Effect: Errors and fraud can go undetected in payroll processing with a large volume of manual corrections needed. Recommendation: We recommend the City to work with the third-party vendor to correct the implementation of payroll module. Status: Partially implemented, see current year finding 2025-002. 42 Page 80 of 103