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HomeMy WebLinkAbout120925-03.3 PACKET STUDY STUDY SESSION MEMORANDUM 3.3 TO: Mayor and Town Council December 9, 2025 SUBJECT: Fiscal Year 2024/25 Annual Comprehensive Financial Report for the Town of Danville BACKGROUND The Pun Group, LLP, has completed its examination of the financial statements for the Town of Danville and has approved the draft financial reports, including unqualified opinions as to their accuracy. The draft audit is attached to this report, and the Town Council is now being asked to accept the FY 2024/25 Annual Comprehensive Financial Report (ACFR). FORMAT OF THE TOWN’S FINANCIAL REPORT The ACFR is presented in compliance with standards established by the Governmental Accounting Standards Board (GASB). GASB established standards to communicate information about the financial condition of the reporting entity, in this case, the Town. These standards are expressed through GASB Statements 31, 34, 40, 44 and 54. The ACFR is intended to provide the Town Council and other users with the information needed to make decisions about how well the Town is managing its resources. The ACFR is composed of three sections: Introductory, Financial and Statistical. •The Introductory Section familiarizes the reader with the Town and includes the Transmittal Letter, the Town’s organizational chart and a directory of public officials. •The Financial Section includes the Independent Auditor’s Report, Management’s Discussion and Analysis, Basic Financial Statements, Notes to the Financial Statements, Required Supplementary Information and Supplemental Information. •The Statistical Section includes Financial Trends, Revenue and Debt Capacity, Demographic and Economic Information and Operating Information. GASB 34 presents financial information from two perspectives. The first perspective, the Government-Wide Financial Statements, located at the beginning of the Financial Section, groups the Town’s funds into major and non-major funds and presents them in this condensed format. The value of the Town’s long-term debt and the Town’s infrastructure, net of depreciation, is included in the Government-Wide Statement of Net FY 2024/25 Audited ACFR 2 December 9, 2025 Assets and the Statement of Activities and Changes in Net Assets. The second perspective, the Fund Financial Statements, includes the Governmental Funds Balance Sheet and the Statement of Revenues, Expenditures and Changes in Fund Balance, but omits long-term debt and the value of infrastructure. Reconciliation of the Government- Wide Financial Statements and the Fund Financial Statements are presented after each of the Fund Financial Statements. Based on GASB criteria, the Town’s major funds are the General Fund, and the Capital Improvement Project Fund. The Town has also chosen to present the Lighting and Landscape Special Revenue Fund, the Regional Traffic Impact Fees Special Revenue Fund and the American Rescue Plan Act Fund as major funds. The Statistical Section schedules are designed to show trends in five areas: financial, revenue capacity, debt capacity, demographic and economic information and operating information. Highlights of the Town’s accomplishments and fiscal activities are presented in the Transmittal Letter and Management Discussion and Analysis. ECONOMIC CONDITION OF DANVILLE’S GENERAL FUND General Fund The General Fund realized a net increase in fund balance of $3,038,278 (year over year 2023/24 to 2024/25). Revenues exceeded expenditures by $13,139,499 with net operating transfers to other funds of $10,100,221. Actual revenues exceeded final budgeted revenues by $7,782,430. General Fund expenditures were below budget by $3,573,675 with cost savings in most departments. These savings were largely attributable to the timing of filling for several vacancies position. Note 11 of the Notes to Basic Financial Statements details the reserves and designations against the June 30, 2025 Fund Balance. The recommended designated reserves, described in detail below, and require approval and appropriation by the Town Council. TOWN FUND BALANCE It is recommended that the Town Council approve the following adjustments to fund balance reserves, which are reflected in the FY 2024/25 ACFR. Contingency Fund The recommended transfer of $500,000 to the Contingency Fund will ensure that FY 2024/25 Audited ACFR 3 December 9, 2025 adequate funds are set aside to meet unanticipated expenses that occur during the course of a fiscal year. 500 La Gonda The recommended transfer of $1,250,000 will assist with the cost of replacing the roof for 500 La Gonda Way. The recommended transfer of $1,700,000 will complete funding for phase two of the parking lot expansion and the cost of solar relocation for 500 La Gonda Way. Asset Replacement The recommended transfer of $1,000,000 to the Asset Replacement Fund will assist with the replacement of obsolete capital assets including vehicles, equipment, furnishings, and technology. Capital Improvement Projects Fund The recommended transfer of $4,772,589 to the Capital Improvement Projects Fund will assist with the funding of future projects as determined by the Town Council. Other Reserves Against Fund Balance In addition to the above-designated reserves that require Town Council action to implement, a number of other reserves and designations have either been approved by the Town Council in prior years or are statutorily restricted and do not require further action. These include: 1) $17,995,095 for Operating Reserves; 2) $ 659,401 as a non-spendable receivable from the former CDA for the Cooperative Agreement Loan; 3) $ 2,215,232 for Compensated Absences; 4) $ 881,348 for the Reserve for Debt Service; 5) $ 510,470 for the Contingency Fund; 6) $ 1,030,530 for encumbrances and carryover expenditures; 7) $ 1,816,413 for future use of the rental proceeds from the property at 500 La Gonda Way; 8) $ 10,000 for the Reward Fund FY 2024/25 Audited ACFR 4 December 9, 2025 When the operating transfers are combined with the above reserves and the designations requiring Town Council action, the entire excess of revenues and other sources over expenditures and other uses in the General Fund for the 2024/25 fiscal year will have been designated for specific purposes. Prepared by: Lani Ha Finance Director/Treasurer Reviewed by: Tai J. Williams Town Manager Attachment: A - General Fund Balance Analysis as of June 30, 2025 TOWN OF DANVILLE GENERAL FUND BALANCE ANALYSIS AS OF JUNE 30, 2025 June 30, 2025 June 30, 2024 TOTAL PRE-AUDIT FUND BALANCE AT 6/30/25 39,936,036$ 36,897,760$ Adjust for unrealized market value reported per GASB 31 requirement (4,519,989)$ (3,762,414)$ Adjust for unrealized leased income/loss reported per GASB 86/87 requirement (740,589)$ (605,294)$ FUND BALANCE without UNREALIZED MARKET value 34,675,458$ 32,530,052$ Less Reserves/Designations Against Fund Balance for: Operating Reserve 17,995,095$ 16,009,768$ Receivable from CDA 659,401$ 1,759,401$ Compensated Absences/Personnel 2,215,232$ 1,465,232$ Reserved for Debt Service 844,850$ 848,843$ Contingency 881,348$ 510,470$ Encumbrances 1,030,530$ 877,166$ Emergency Reserved -$ 1,985,327$ 500 La Gonda Way reserved -$ 250,000$ 500 La Gonda Way rental 1,816,413$ 1,266,413$ Reward Fund 10,000$ 10,000$ Total Reserves/Designations Against Fund Balance 25,452,869$ 24,982,620$ CURRENT UNRESERVED/UNDESIGNATED FUND BALANCE AT 6/30/25 9,222,589$ 7,547,432$ Less funds recommended to be designated Compensated Absences -$ 750,000$ Contingency 500,000$ 500,000$ 500 La Gonda (Roof Replacement)1,250,000$ 300,000$ 500 La Gonda (Parking lot Expansion & Solar Relocation)1,700,000$ -$ Asset Replacement 1,000,000$ 1,000,000$ RECOMMENDED UNRESERVED/UNDESIGNATED FUND BALANCE AT 6/30/25 4,772,589$ 4,997,432$ TOWN OF DANVILLE FUND BALANCE OPTIONS June 30, 2025 CIP - General Purpose 4,772,589$ 4,997,432$ Optional Use of Recommended Available Fund Balance at 6/30/25 4,772,589$ 4,997,432$ ATTACHMENT A Town of Danville, California Town Council Reneé Morgan, Mayor • Newell Arnerich, Vice Mayor • Mark Belotz, Councilmember Karen Stepper, Councilmember • Robert Storer, Councilmember Town Staff Tai J. Williams, Town Manager • Lani Ha, Finance Director/Treasurer for the Fiscal Year ended June 30, 2025 Annual Comprehensive Financial Report DRAF T 1 1 . 2 4 . 2 0 2 5 DRAF T 1 1 . 2 4 . 2 0 2 5 TOWN OF DANVILLE, CALIFORNIA ANNUAL COMPREHENSIVE FINANCIAL REPORT For the Fiscal Year Ended June 30, 2025 TOWN COUNCIL Renee Morgan, Mayor Newell Arnerich, Vice Mayor Mark Belotz, Councilmember Karen Stepper, Councilmember Robert Storer, Councilmember TOWN MANAGER Tai J. Williams Prepared by the Finance Division Lani Ha, Finance Director/Treasurer Danville, CA DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Annual Comprehensive Financial Report For the Year Ended June 30, 2025 Table of Contents Page INTRODUCTORY SECTION (Unaudited) Letter of Transmittal .......................................................................................................................................................... i Organizational Chart .................................................................................................................................................... xvii Directory of Public Officials ...................................................................................................................................... xviii Certificate of Achievement for Excellence in Financial Reporting – Government Finance Officers Association ................................................................................................................ xix Statement of Purpose ...................................................................................................................................................... xx FINANCIAL SECTION Independent Auditor’s Report on Financial Statements ............................................................................................. 1 Management’s Discussion and Analysis (Required Supplementary Information) (Unaudited) ............................. 5 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Position ........................................................................................................................... 19 Statement of Activities ................................................................................................................................ 20 Fund Financial Statements: Governmental Fund Financial Statements: Balance Sheet ............................................................................................................................................. 26 Reconciliation of Governmental Funds Balance Sheet to the Government-Wide Statement of Net Position ............................................................................. 29 Statement of Revenues, Expenditures and Changes in Fund Balances ....................................................... 30 Reconciliation of the Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balances to Government-Wide Statement of Activities ......................................................................................................................... 32 Fiduciary Fund Financial Statements: Statement of Fiduciary Net Position ............................................................................................................ 37 Statement of Changes in Fiduciary Net Position ......................................................................................... 38 Index to Notes to the Basic Financial Statements .................................................................................................... 41 Notes to the Basic Financial Statements................................................................................................................... 43 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Annual Comprehensive Financial Report For the Year Ended June 30, 2025 Table of Contents (Continued) Page FINANCIAL SECTION (Continued) Required Supplementary Information (Unaudited): Budgetary Information ............................................................................................................................................. 77 Budgetary Comparison Schedules: General Fund ............................................................................................................................................... 78 Lighting and Landscape Special Revenue Fund .......................................................................................... 80 Regional Traffic Impact Fees Special Revenue Fund ................................................................................. 81 American Rescue Plan Act Special Revenue Fund ..................................................................................... 82 Modified Approach for Town Street Infrastructure Capital Assets .......................................................................... 83 Supplementary Information: Non-Major Governmental Funds: Combining Balance Sheet .................................................................................................................................. 91 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances ............................................ 96 Schedule of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual: PEG Special Revenue Fund....................................................................................................................... 101 Gas Tax Special Revenue Fund ................................................................................................................ 102 Building and Planning Special Revenue Fund .......................................................................................... 103 Development Engineering Special Revenue Fund .................................................................................... 104 Child Care Special Revenue Fund ............................................................................................................. 105 Stormwater Pollution Control Program (SPCP) Special Revenue Fund ................................................... 106 Measure C/J Special Revenue Fund .......................................................................................................... 107 Donations and Contributions Special Revenue Fund ................................................................................ 108 General Development Impact Fees Special Revenue Fund ....................................................................... 109 Public Safety Special Revenue Fund ......................................................................................................... 110 Old Town Parking In-Lieu Special Revenue Fund ................................................................................... 111 Solid Waste Vehicle Impact Fee Special Revenue Fund .......................................................................... 112 Low and Moderate Income Housing Special Revenue Fund .................................................................... 113 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Annual Comprehensive Financial Report For the Year Ended June 30, 2025 Table of Contents (Continued) Page STATISTICAL SECTION (Unaudited) Financial Trends: Net Position by Component ............................................................................................................................... 118 Changes in Net Position ..................................................................................................................................... 120 Fund Balances of Governmental Funds ............................................................................................................. 124 Changes in Fund Balances of Governmental Funds .......................................................................................... 126 Revenue Capacity Governmental Activities Tax Revenues by Source ............................................................................................ 130 Assessed Value ................................................................................................................................................... 131 Direct and Overlapping Property Tax Rates ....................................................................................................... 132 Property Tax Levies and Collections ................................................................................................................. 133 Principal Property Taxpayers .............................................................................................................................. 134 Debt Capacity: Ratios of Outstanding Debt by Type .................................................................................................................. 136 Ratios of General Bonded Debt Outstanding ...................................................................................................... 137 Direct and Overlapping Governmental Activities Debt ...................................................................................... 139 Legal Debt Margin Information ......................................................................................................................... 140 Pledged-Revenue Coverage ................................................................................................................................ 142 Demographic and Economic Information: Demographic and Economic Statistics .............................................................................................................. 144 Principal Employers in the Town of Danville .................................................................................................... 145 Operating Information: Full-Time Equivalent Town Government Employees by Function ................................................................... 148 Operating Indicators by Function ...................................................................................................................... 149 Capital Asset Statistics by Function.................................................................................................................... 150 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 ........................................................................ 151 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 INTRODUCTORY SECTION (Unaudited) DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 “Small Town Atmosphere Outstanding Quality of Life” 5 1 0 L A G O N D A W A Y , D A N V I L L E , C A L I F O R N I A 9 4 5 2 6 Administration Building Engineering & Planning Transportation Maintenance Police Parks and Recreation (925) 314-3388 (925) 314-3330 (925) 314-3310 (925) 314-3320 (925) 314-3450 (925) 314-3700 (925) 314-3400 December 16, 2025 Mayor and Town Council Town of Danville Subject: Fiscal Year 2024/25 Annual Comprehensive Financial Report The Annual Comprehensive Financial Report (ACFR) of the Town of Danville for the fiscal year (FY) ended June 30, 2025, is submitted in compliance with laws of the State of California and as prescribed by the Government Accounting Standards Board (GASB) Statement 34. This report was prepared by the Town of Danville Finance Division, and the responsibility for the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the Town. To the best of our knowledge, the data included in the report 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 various funds of the Town. All disclosures necessary to enable the reader to gain an understanding of the Town's financial activities have been included. The ACFR represents the culmination of all budgeting and accounting activities of the Town during FY 2024/25. GENERAL INFORMATION ABOUT THE TOWN OF DANVILLE Incorporated in 1982, Danville is located in southern Contra Costa County, approximately 30 miles east of San Francisco and lies in the center of the San Ramon Valley. The Town comprises an area of 18.5 square miles and has 42,567 residents. Danville began as a small rural village during the 1850s. The first post office was established in 1860. Although the Town is suburban, it still retains its small-town character. Older well- maintained neighborhoods coexist with newer subdivisions and their modern amenities. The community enjoys natural creeks, hiking and biking trails, and dedicated open space. Mt. Diablo, at an elevation of 3,849 feet, rises to the east and Las Trampas Regional Wilderness, elevation 2,049 feet, creates the Town's western boundary. Danville's primary commercial district lies in the center of the community and offers resident-serving commercial businesses, boutique shopping, and fine dining. The Old Town area is the historical center of the Town. It is a source of pride to our residents and is the site of many holiday and special events which attract visitors throughout the year from around the Bay Area. DRAF T 1 1 . 2 4 . 2 0 2 5 ii While Danville has remained predominantly residential, neighboring cities have developed job centers including major business parks located within minutes from the Town. The Town operates under the Council-Manager form of government, governed by a five- member Town Council elected at large and serving staggered four-year terms. Council elections are held in November of even-numbered years. The Town Manager and the City Attorney are appointed by the Town Council. The Town Manager appoints all Department Heads and through them all other employees of the Town. Areas of service delivery for the Town include General Government, Police Services, Administrative Services, Development Services, Maintenance Services and Recreation, Arts and Community Services. The Town contracts with the Contra Costa County Sheriff’s Office to provide police services. Additional services are provided by other agencies: fire service by the San Ramon Valley Fire Protection District, water service by the East Bay Municipal Utility District, wastewater service by the Central Contra Costa Sanitary District, and primary and secondary education by the San Ramon Valley Unified School District. The Town also contracts with private companies and individuals to provide certain building inspection, recreation and maintenance services. REPORTING ENTITY A preliminary step in preparing the ACFR for the Town was the identification of the reporting entity. In accordance with Government Accounting Standards Board Statement No. 14, related governmental entities were evaluated to determine if the Town was financially accountable for its operations. This report includes all fund types and account groups of the Town of Danville. The former Community Development Agency (CDA) of the Town was dissolved by AB x1 26 on January 31, 2012. As a result, all assets and debt liabilities of the former CDA were transferred to a Fiduciary Trust Fund, the Successor Agency (SA) to the former Community Development Agency of the Town of Danville, in FY 2011/12. On June 27, 2012, AB 1484 was passed and directed that the Low and Moderate Income Housing assets be transferred from the SA to the Town. The SA does not meet the definition of a "component unit," and its financial activities and assets are therefore not included in the Town’s financial statements. Although the SA is legally a separate entity, the governing board of the SA has the same membership as the Town Council. The Town is responsible for day-to-day activities, including the ability to appoint, hire, reassign or dismiss management. An Oversight Board consisting of seven members was appointed to the SA for the purpose of overseeing the dissolution of the CDA. The Town of Danville Financing Authority (a joint powers authority of the Town of Danville and the former CDA) is not included as a component unit since it is financially independent. In April 2017, the State Department of Finance approved the Last and Final Recognized Obligation Payment Schedule (ROPS) for the SA. This approval established the precise amount of each Redevelopment Property Tax Trust Fund (RPTTF) payment due to the SA until all of its obligations are retired in 2035. DRAF T 1 1 . 2 4 . 2 0 2 5 iii The SA also completed disposition of all assets in 2017. Taken together, these steps eliminated the need for the Oversight Board and the preparation of any further ROPS. ECONOMIC CONDITION AND OUTLOOK Current Economic Condition As of June 30, 2025, the Town of Danville's financial condition continues to be sound. An indicator of the Town’s financial condition is the level of fund balance, reserved and unreserved, in its Governmental Funds, which include General, Special Revenue, Debt Service and Capital Projects. The Town has a policy of retaining a minimum of 20% of the coming year’s operating expenditures as an operating reserve against the General Fund fund balance. As of June 30, 2025, $16,009,768 or 39.1% is designated for this purpose. Additional reserves against the General Fund include various future operating costs, including General Fund purchase order encumbrance carryovers; reserves for Certificate of Participation debt issued by the Town in 2001 and 2005; a contingency for unforeseen expenditures; compensated absences/personnel; reward funds to help recover Town property; a reserve for the receivable for the funds loaned to the former CDA and funds to be used for maintenance of Town’s rental property. An additional $5,722,589 has been designated as a transfer to the Capital Improvement Program Project Fund. The Town’s conservative Investment Policy and practices continue to protect the principal of the Town’s investment portfolio. The Town’s portfolio is invested in U.S. Treasury bonds; U.S. Agency bonds; the State of California’s pooled fund; LAIF; and U.S. Corporate Notes with ratings of AA- or higher. The total General Fund fund balance of $39,936,036 represents 139.56% of total FY 2024/25 General Fund operating expenditures and 96.32% of operating expenditures from all funds. Additionally, the Town has $35,867,028 of Special Revenue funds, and $38,311,790 in Capital Projects funds. The Town’s five largest revenue sources account for 86.54% of all Town revenues. These include Property Tax providing 35.73% of revenues; Sales Tax providing 11.93%; Other Taxes and Intergovernmental providing 19.28%; Special Assessments providing 6.25% and Use of Money and Property providing 13.36% of revenues. Property Tax increased by $ (4.32%) compared to FY 23-24, as assessed values were increased. Revenue trends from the past four years illustrate strong growth in assessed valuation. December 31, 2015 marked the sunset of the Sales Tax for Property Tax swap known as “the triple flip” that was enacted by the passage of Proposition 57 in 2004. Charges for Services decreased by $(96,406) (2.81%), as Building and Planning fees and Development Engineering fees decreased compared to FY 23-24. Recreation Fees slightly increased compared to prior year. DRAF T 1 1 . 2 4 . 2 0 2 5 iv Sales Tax increased by $133,572 (6.23%) as online sales activity and brick and mortar businesses (restaurant and retail) has slightly increased. Other Taxes and intergovernmental Fund Revenues increased by a net of $28,603 (.26%), reflecting higher revenues from Gas Tax. Lower Measure J funds; and SPCP Special Assessments remained the same. LLAD Special Assessments increased slightly due to new construction added. Use of money and property increased by $1,082,039 (16.19%) reflecting higher market value of Town’s investment and slight increase in rental revenues. Danville’s jobless rate as of August 2025 was 4.7% as compared to 4.3% nationwide, 5.8% in California, and 5.2% in Contra Costa County. Outlook for the Future The Town uses a multi-year financial planning process that includes estimates of future revenue and operating expenditure growth as well as capital needs to be financed from all funds over the next 10 years. The annual update of this model, the 2025/26 Operating Budget and Capital Improvement Program, was completed in April 2025 and adopted on June 17, 2025. General Fund revenues are projected to increase 4.10% from FY 2024/25 to FY 2025/26, largely attributable to a 5.60% increase in Property Tax Revenue, 1.50% increase in sales tax revenue, 18.30% increase in Franchise Solid Waste and 7.20% increase in Recreation Fees and Charges. Special Purpose revenues are projected to increase 15.30%, mostly due to increase of 34.20% in Engineering revenue, 2.50% in Gas Tax revenue, 2.50% in Measure J revenue, 35.80% in Solid Waste VIF revenue, 45.98% increase in LLAD as the Town passed the new LLAD assessment in May 2025; and slight to no increases in other Special Revenues funds. Looking forward 10 years, General Purpose revenues are projected to increase 4.10% in FY 2025/26 and an average of 1.19% thereafter. Special Purpose revenues are projected to increase 15.3% in FY 2025/26, and an average of 1.66% through FY 2034/35. The 10-year projection includes cost increases that average 2.94% annually, reflecting anticipated adjustments to service demands as well as changes in the Consumer Price Index. The Town continues to evaluate the impact of current decisions on the long-term fiscal stability of the Town. With the formation of the new LLAD 2025-01, which allowed the increase in assessments, the Lighting and Landscape Assessment District will most likely not require further General Fund subsidies to maintain current service levels. Despite the passage of Senate Bill 1 – The Road Repair and Accountability Act of 2017, which significantly increased the local streets and roads funds allocated back to Danville, Gas Tax revenues alone will not support all of the costs associated with maintaining the Town's street system over the next 10 years. Additional General Purpose and Special Purpose revenue resources, will continue to be needed to maintain the current Pavement Condition Index (PCI) and street maintenance service levels. DRAF T 1 1 . 2 4 . 2 0 2 5 v Furthermore, the Town’s Capital Improvement Program will continue to require an annual infusion from the General Fund and other available resources in order to maintain the Town’s practice of paying cash for capital projects. The Town’s current funding of service delivery, capital projects, local streets and roads and long-term fiscal health depends on continued growth of the economy and avoidance of further negative fiscal actions by the State or voters. The dissolution of the former Community Development Agency continues to have a major negative impact on the Town by eliminating a major annual funding source for downtown improvements. While the Town will be repaid $659,401 in funds owed by the former Community Development Agency through annual payments, further action from the State could adversely affect the Town’s fiscal condition. Additional financial information on the Town of Danville is provided in The Management Discussion and Analysis (MD&A). The Transmittal letter and MD&A are intended to provide complementary information to each other. MAJOR ACCOMPLISHMENTS AND INITIATIVES For Fiscal Year 2024/25 During FY 2024/25, the Town made substantial progress on key initiatives that will have lasting effects on community safety, infrastructure, and quality of life: 1. Landscape and Lighting Assessment District (LLAD) In fall 2024, the Town initiated a feasibility study to consider updates to the Town-wide LLAD which supports ongoing maintenance of Town parks, buildings, roadside landscaping and street lighting, and contributes to the Town’s overall quality of life and property values. In spring 2025, the Town conducted a Proposition 218 ballot proceeding, asking Danville property owners to vote on an increase in LLAD Assessments, the first such increase since 2003. A majority of the weighted ballots returned supported the assessment increase. This was a significant result which will increase LLAD revenues by $1.4 million for fiscal year 2025/26. 2. Public Safety  Engage in proactive and ongoing education and outreach efforts aimed at promoting safety for operators of e-bikes, e-scooters and all e-mobility devices. Specific focus areas include the school and parent communities. Stepped up enforcement efforts related to violations.  Engaged in a collaborative initiative with mental health response units A3 (Anyone, Anywhere, Anytime) and MHET (Mental Health Evaluation Team) to implement alternative strategies for addressing mental health crises. This effort resulted in a reduction of involuntary mental health commitments to 72 for the year, a decrease from the 10-year average of 91.4 commitments. DRAF T 1 1 . 2 4 . 2 0 2 5 vi  Attained an 83% success rate in the juvenile diversion program, with five juveniles successfully completing the program.  Handled a total of 22,658 service calls, marking an increase from 19,337, primarily attributed to enhanced proactive community policing initiatives.  Escalated traffic enforcement efforts in response to increased collision rates and public complaints regarding driving conduct, resulting in an increase in citations issued from 1,922 to 3,850.  Maintained a case closure rate for violent crimes (Homicide, Rape, Robbery, and Aggravated Assault) that is more than double the national average. Major Capital Improvement Program (CIP) Projects 3. Downtown Master Plan Catalyst Project Completed construction of this downtown safety project which added approximately 11,675 square feet of new public gathering space (8,500 SF at the Village Theatre Plaza, 2,800 SF at Prospect Park Plaza, and 375 SF at E. Linda Mesa Avenue), artistic lighting elements, 18 new streetlights, three intersections with augmented bulb outs, and enhanced traffic calming measures at two intersections. 4. Diablo Vista Park Playground Renovation The Town Council awarded a construction contract for the Diablo Vista Park Playground Renovation Project. The project will replace the existing play area which is the oldest among all of the Town’s five community parks. Construction of the project began in May and will be completed in November 2025. 5. Diablo Road Multi-Purpose Trail Project As a result of severe 2022/23 winter storms which significantly eroded the creek bank and altered the adjacent terrain, much of the year was spent updating preliminary engineering efforts, including re-surveying the creekbank and adjacent roadway, re- designing the schematic project plans, and updating hydrology studies in response to State regulatory agencies’ conditions of approval. Updated plans and studies were submitted to the California Department of Fish and Wildlife and the San Francisco Regional Water Quality Control Board for final approval and authorization to proceed with the project. 6. Town Green & Arts District Improvements - Pavilion and Maker Space Design work was completed for a new and enlarged pavilion at the Town Green, a key feature of the Town Green and Arts District Master Plan. The pavilion will replace the existing bandstand with an open air structure designed for community events, performances and gatherings. Building plans are currently in the building plan review process. A new Arts District Maker Space (Town Studio) will be constructed adjacent to the pavilion. Another high-priority project, the Studio is intended to be a flexible space for recreation programming, arts and culture. The design phase of the project is complete. DRAF T 1 1 . 2 4 . 2 0 2 5 vii 7. San Ramon Valley Boulevard Improvements Project Construction began on this project which included slurry sealing and restriping San Ramon Valley Boulevard between the Town limits and Sycamore Valley Road, and a new pavement overlay from Sycamore Valley Road to Hartz Avenue. Both segments now include high visibility bike lane and crosswalk striping treatments and traffic signal video detection, pedestrian signal upgrades and fiber optic installation. 8. Fiber Optic Cable Interconnect Project Phase I of this project includes establishing fiber optic connections linking the Town Offices with six downtown locations including the Town Meeting Hall, Danville Community Center, Library, Village Theatre, Veterans Memorial Building and the future Arts District Town Studio. The project also connects 17 traffic signals along the San Ramon Valley Boulevard/Hartz Avenue Corridor. Construction of this project was completed September 2025. Capital Maintenance Projects and Activities 9. Parks and Athletic Facilities  Resurfaced two tennis courts at Osage Station Park.  Resurfaced the basketball court at Diablo Vista Park.  Renovated the turf in the large dog park at Hap Magee Ranch Park, rated the best dog park in the East Bay by Diablo Magazine. 10. Community Buildings Completed the Town Meeting Hall audio/visual renovation and replacement project. 11. Infrastructure  Awarded new contracts for roadside landscape maintenance services.  Commenced AB1572 compliance efforts, replacing non-functional grass with less water-intensive plant material. Initial estimates related to AB1572 compliance were in the range of $10 million.  Continued to manage street sweeping services contract, covering over 210 miles of streets, to ensure clean roadways and prevent pollutants from entering the Town’s 34 miles of creeks.  Completed the annual creek cleaning program to reduce flood risks across the Town’s water system through in-house and contract efforts. 12. Emergency Response and Recovery Continued to work with the Federal Emergency Management Agency (FEMA) and the California Office of Emergency Services (Cal OES) to recover up to $4.5 million in public assistance related to emergency repair and recovery costs attributable to the declared local emergency associated with the December 31, 2022, winter storms. DRAF T 1 1 . 2 4 . 2 0 2 5 viii 13. Legislative Advocacy Continued working with Tri-Valley Cities Coalition and state legislators to advocate for changes to legislation in a manner that benefits Danville. The coalition tracked and provided input on 23 state bills, 3 federal bills, and 3 state measures. 14. Community Events and Economic Development  Approved 13 Business Promotion Grants totaling $35,000, providing assistance to over 140 local businesses. Actual reimbursed amount was $24,617.  Launched an in-house holiday marketing campaign, incorporating live performances at the new Prospect Park Plaza. Outreach resulted in more than 147,000 social media views and local television news coverage.  Launched monthly email newsletter to businesses, with opportunities for promotional and educational events.  Highlighted local businesses with the Open in Danville program, featuring six businesses on social media.  Hosted 10 community events, drawing over 55,000 attendees in total, including the Kiwanis Danville July 4th Parade (40,000 attendees) and the Lighting of the Old Oak Tree (10,000 attendees).  Launched the Discover Danville mobile tour app, highlighting historic sites, restaurants, and retail. The app was viewed more than 8,700 times by more than 1,000 users last fiscal year. 15. Communications  Created marketing materials for 173 programs, events, and projects.  Launched the Not My Kid e-bike education campaign, with safety tips and training opportunities for families.  Managed successful LLAD outreach and education campaign, resulting in property owners approving an increased assessment.  Expanded email marketing efforts with arts newsletter and weekly family activities newsletter. Total email subscribers were to 8,435 with more than 16,000 subscriptions for FY 24-25.  Town social media account followers at fiscal year-end: 12,358 Instagram, 11,239 Facebook. 16. Housing and Private Development  Reviewed and processed 156 planning applications ranging from variances and land use permits to subdivisions and development plans.  Processed 2,731 building permits, conducted 2,020 plan checks and 9,282 building inspections.  Serviced 3,302 walk-in customers at the Town of Danville Permit Center.  Reviewed and processed 510 encroachment permits for private or utility-related construction activity within the public right-of-way.  Opened and facilitated the resolution of 326 code enforcement cases. DRAF T 1 1 . 2 4 . 2 0 2 5 ix 17. Recreation (check with Jessica)  4,987 households served through 1,657 recreation classes, which had a total of 16,977 participants. Of this total, 9,277 were senior participants.  Provided social connections with 1,261 volunteers for various Town programs throughout Town.  Facilitated 243 facility rentals, comprised of 493 picnic and 25 bocce court rentals. 18. Technology and Cyber Security  Continued design of the Townwide Fiber Optic Interconnect project, incorporating and installing conduit within street segments under construction (such as Hartz Avenue and San Ramon Valley Boulevard).  Implemented new and refined technologies and network infrastructure in the Town Offices. Improved bandwidth to the various Town sites and the Internet. Updated audio/video systems at various sites.  Continued to implement additional security measures and monitor cybersecurity issues to protect the Town from these ongoing types of attacks.  Deployed monthly email phishing tests to all users and provide yearly cyber security awareness training.  Implemented new PCI compliant payment terminals at Permit Center and Recreation department for taking secure credit card payments. 19. Transportation and Traffic Safety  Completed design of the Brookside Drive (between Paraiso Drive and Sycamore Valley Road) Neighborhood Traffic Management Program (NTMP) Project. Category 1 & 2 measures including additional speed limit signs, radar display and pavement markings will be implemented in November 2025.  Installed bicycle infrastructure including a high-visibility Class II bike lane, bike legends, sharrows, bike box and video detection during the San Ramon Valley Boulevard Improvements Project.  Completed design for five Iron Horse Trail Crossings at West Prospect Avenue, West Linda Mesa Avenue, Love Lane, Del Amigo Road, Hartford Avenue, plus two School Crossing Safety Improvements at Railroad Avenue/Love Lane and Stone Valley Road/Monte Sereno Drive. The project is currently under construction and projected to be complete in Spring 2026.  Completed design for raised crosswalks, high-visibility signage, pavement markings and drainage improvements along the Iron Horse Trail Crossings at Greenbrook Drive, Paraiso Drive, and El Capitan Drive. The project will go out to bid in November 2025.  Speed surveys conducted for all required road segments in Danville. Surveys are required every 5-years per the California Vehicle Code and the Manual on Uniform Traffic Control Devices (MUTCD).  Continued to work with regional and subregional agencies such as the Contra Costa Transportation Authority (CCTA) and Tri-Valley Transportation Council (TVTC) to DRAF T 1 1 . 2 4 . 2 0 2 5 x implement regional improvements to intraregional travel and minimize cut-through traffic in Danville. 20. Public Recognition: Recognized for the outstanding financial reporting for the Annual Comprehensive Financial Report from the Government Finance Officers Association for 21 consecutive years. For Fiscal Year 2025/26 The Town will continue its momentum into FY 2025/26 with the following key projects and initiatives: 1. Public Safety  Continue to engage in proactive and ongoing education and outreach efforts aimed at promoting safety for operators of e-bikes, e-scooters and all e-mobility devices. Specific focus areas include the school and parent communities.  Data-Driven Policing: Employ advanced data analytics to optimize the deployment of officers' proactive efforts, ensuring that policing strategies are informed and adjusted based on quality data and analysis.  Expanding Collaborative Programs: Deepen partnerships with mental health professionals to ensure that police officers are equipped with the latest training in de- escalation techniques, crisis intervention, and mental health awareness.  Neighborhood Watch Expansion: Encourage and organize more neighborhood watch groups that actively involve community members in local safety, fostering a partnership between police and residents.  Mental Health Support System: Establish or enhance a comprehensive mental health support system for officers, including regular check-ins, access to counseling, and stress management workshops. This initiative supports not just the officer’s well- being but also indirectly impacts the quality of community interactions by having mentally healthy officers on duty. Major Capital Improvement Program (CIP) Projects 1. Diablo Road Multi-Purpose Trail Project This project will construct a new, paved, multi-purpose trail connecting the existing multi-purpose trail (the Barbara Hale trail) which currently terminates at Fairway Drive with the existing trail/EVA at the Magee Preserve development approximately .8 miles to the east. A construction contract was awarded in August 2025. The project is projected to be completed in Winter 2026. 2. Major CIP Project – Diablo Vista Park Playground Renovation Project: Construction of this project includes installation of play equipment, game tables, a shade structure, picnic tables and exercise equipment. The project is expected to be completed by December 1. DRAF T 1 1 . 2 4 . 2 0 2 5 xi 3. Town Green & Arts District Improvements - Pavilion and Maker Space Design work was completed for a new and enlarged pavilion at the Town Green, a key feature of the Town Green and Arts District Master Plan. The new pavilion will replace the existing bandstand at the Town Green with an open air structure designed for community events, performances and gatherings. A new Arts District Maker Space (Town Studio) will be constructed adjacent to the pavilion and will provide a flexible space for recreation programming, arts and culture. Construction of the pavilion and the studio are expected to begin in Summer 2026. 4. Sycamore Valley Road Improvements Project: This project will repave Sycamore Valley Road from Camino Ramon to Camino Tassajara. The overall scope of the project includes dig out repairs and pavement overlay, replacement of green bike lane striping, addition of a class IIB buffered bicycle lanes and ADA curb ramps. Design of the project is complete and will be combined with Phase II of the fiber optic project. Both projects will go out to bid Winter 2026. 5. Pavement Management Project: The 2025/26 Pavement Management Project will include a slurry seal maintenance treatment. Design has been completed. The project will go out to bid in March of 2026 with a projected construction start of Summer 2026. Capital Maintenance Projects and Activities 6. Parks and Athletic Facilities:  Replace the playground at Danville South Park.  Repair and seal the safety surface at the Osage Station Park playground. 7. Public Works Infrastructure  Repaint the exterior of the Veterans Memorial Building.  Continue AB1572 compliance efforts, replacing non-functional grass with less water-intensive plant material. Initial estimates related to AB1572 compliance were in the range of $10 million.  Continue to manage street sweeping services contract, covering over 210 miles of streets, to ensure clean roadways and prevent pollutants from entering the Town’s 34 miles of creeks.  Complete the annual creek cleaning program to reduce flood risks across the Town’s water system through in-house and contract efforts. 8. Emergency Response and Recovery  Complete and adopt the updated Emergency Operations Plan. 9. Legislative Advocacy: Continue to work with the Tri-Valley Cities Coalition and state legislators to advocate for changes to legislation in a manner that benefits Danville. DRAF T 1 1 . 2 4 . 2 0 2 5 xii 10. Community Events and Economic Development  Manage an expanded Scarecrow Stroll program, utilizing the walking tour app to track voting and encourage local shopping.  Launch business workshops series with the Chamber and SCORE.  Secure membership in California Main Street and Main Street America programs.  Revise Business Promotion Grant Program to encourage flexibility for more businesses and event types. 10. Communications  Launch a seniors-focused email newsletter.  Redesign activity guide for better highlighting of programs and activities.  Develop protocols and update outreach tools for ADA compliance  Revise social media strategy to align with revised algorithm results. 11. Housing and Private Development  The Nova is a 50-unit senior condominium development located on a 1.88-acre site at 375 West El Pintado Road. The project is currently under construction.  The Orchard is a 43- unit affordable apartment development for low and very low- income households. The project is currently under construction.  Darby Plaza is a 99-unit four-story senior condominium development located on 3.17-acre site at 425 El Pintado Road. The project is fully entitled.  The Lanes at 200 Boone Court is a 47 unit townhome development with two junior accessory dwelling units on a 1.62-acre parcel. The project is currently under planning review.  The Ivy at 828 Diablo Road is a 105-unit senior living and memory care facility on a 2.68-acre parcel by O&I Development. The project is currently undergoing a Phase II site remediation overseen by a third party.  Evergreen Estates is an 18-unit single family development on 19.5-acre site located at 2570 Camino Tassajara and 45 Sherburne Hills Road, with all 18 residences to include Accessory Dwelling Units (ADUs). The Draft Environmental Impact Report is currently under review.  Martin Hills Ranch is 20-unit single family home development on the 100-acre Elworthy East Property. The Draft Environmental Impact Report is currently under review.  Danville Village Apartments at 107 Town & Country Drive is a 200-unit, four story residential apartment building on a 3.89-acre site. The project design is being modified by the Developer based on Design Review Board comments.  Community Presbyterian Church submitted a development plan for expansion of the existing church and school to include a new Youth Ministry Building, outdoor pavilion, expanded church sanctuary, sports fields and parking. The project is currently under Planning review.  Wood Ranch Event Venue is a small, boutique indoor-outdoor event center on a 17- acre parcel located at 2900 Camino Tassajara. The project is currently under Planning Review. DRAF T 1 1 . 2 4 . 2 0 2 5 xiii 12. Recreation: Continue to work with the Parks, Recreation and Arts Commission and Arts Advisory Board toward the implementation and expansion of the strategies and recommendations of the Plan Update, focusing on the Town Green, Town Studio, Art Integration (Visual and Performing Arts), Community Outreach, Transportation, Park Facilities, and Social Vision 13. Technology and Cyber Security  Configure and deploy new hi-definition 4K security cameras at Library, Town Green, Community Center, and Village Theatre.  Deploy a new solution for handling public LiveScan services in the police department.  Continue collaborating with Development Services and Transportation on the Townwide Fiber Optic Interconnect project for Phase 2.  Continue updating desktop computers to the Windows 11 operating system.  Continue to evaluate and implement new security measures and monitor cybersecurity issues to protect the Town from ongoing attacks.  Continue deploying monthly email phishing tests to all users and provide yearly cyber security awareness training in October for Cyber Security Awareness month. 8. Transportation and Traffic Safety  Brookside Drive Neighborhood Traffic Management Program (NTMP) improvements including additional speed limit signs, radar display and pavement markings will be installed in November 2025.  Construction of five Iron Horse Trail Crossings (at West Prospect Avenue, West Linda Mesa Avenue, Love Lane, Del Amigo Road, Hartford Avenue, plus two School Crossing Safety Improvements at Railroad Avenue/Love Lane and Stone Valley Road/Monte Sereno Drive) are currently under construction and projected to be complete in Spring 2026.  Iron Horse Trail Improvements at the Greenbrook Drive, Paraiso Drive, and El Capitan Drive trail crossings will go out to bid in November 2025. Improvements include raised crosswalks, high-visibility signage, pavement markings and drainage improvements.  The Town will continue to work with regional and subregional agencies such as the Contra Costa Transportation Authority (CCTA) and Tri-Valley Transportation Council (TVTC) to implement regional improvements to intraregional travel and minimize cut-through traffic in Danville. FINANCIAL CONTROLS AND INFORMATION The Town's financial records for general governmental operations are maintained on a modified accrual basis with revenues recorded when available and measurable and expenditures recorded when the services or goods are received and the liability incurred. DRAF T 1 1 . 2 4 . 2 0 2 5 xiv Town Management is responsible for establishing and maintaining an internal control structure designed to ensure that assets are protected from loss and theft or misuse; and for compiling accounting data which is adequate for the preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived and (2) the valuation of costs and benefits requires estimates and judgments by management. Budgeting Controls The Town maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the Town Council. Activities of all governmental type funds are included in the annual appropriated budget. For FY 2024/25, the budgetary level of control (that is the level at which expenditures cannot legally exceed the appropriated amount) for the operating budget was at the fund level. For the capital improvement budget, the level of control was the individual capital improvement project. The Town also utilizes the encumbrance system as a management control technique to assist in controlling expenditures. All appropriations lapse at year-end. However, encumbrances and appropriations for unfinished capital and other projects are reviewed and, when warranted, are reappropriated ("carried over") as part of the following year's budget. Risk Management The Town is a member of the Municipal Pooling Authority (MPA), a consortium of 20 California cities, including 17 in Contra Costa County, one in San Mateo County, one in Santa Clara County and one in San Joaquin County. The Risk Management Authority is a risk-sharing, self-insured pool providing insurance benefits to its members. Insurance activities are financed by charges to member cities, and no long-term debt has been incurred by the Authority. The Town participates in the Authority's self-insured general and auto liability programs and purchases commercial property and earthquake insurance through MPA. Annual premiums are determined based on an actuarial study using a retrospective method. During FY 2023/24, the Town was responsible for the first $5,000 of general liability costs and $2,000 and $3,000 for Town and police auto liability respectively, for each of its own claims. The Town’s limits of coverage per claim are $29 million for general liability and $250,000 for auto liability. The Town has set aside $65,243 in the General Fund to offset a liability and finance anticipated settlement of claims. DRAF T 1 1 . 2 4 . 2 0 2 5 xv The Town is also a member of the Authority's workers' compensation pool. The Authority is responsible for the first $500,000, per claim. This program carries excess insurance above $500,000 per claim. The Town has implemented various risk control techniques and loss prevention and reduction programs, including employee training and education. OTHER INFORMATION Independent Audit It is the policy of the Town of Danville to have an audit performed annually by an independent certified public accountant. The independent audit of the June 30, 2025 financial statements was performed by The Pun Group, LLP. Their opinion is included with the general purpose financial statements. Acknowledgments The development of this report would not have been possible without the dedication and efforts of the entire Finance Division team. We would like to express our appreciation to all staff members of the Town and our independent auditing firm who made this report possible. The Town’s prudent fiscal management policies and practices are guided by the leadership and support of the Danville Town Council. We appreciate the Town Council’s support and continued leadership. Respectfully submitted, Tai J. Williams Lani Ha Town Manager Finance Director/Treasurer DRAF T 1 1 . 2 4 . 2 0 2 5 xvi DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Organizational Chart xvii DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Directory of Public Officials xviii TOWN COUNCIL Renee Morgan Mayor Newell Arnerich Vice Mayor Mark Belotz Councilmember Karen Stepper Councilmember Robert Storer Councilmember TOWN STAFF Tai J. Williams Town Manager Robert Ewing City Attorney Marie Sunseri City Clerk Dave Casteel Assistant Town Manager/Maintenance Services Director Thomas Rossberg Chief of Police Lani Ha Finance Director/Treasurer Diane Friedmann Development Services Director Jessica Wallner Recreation, Arts & Community Services Director DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Certificate of Achievement for Excellence in Financial Reporting – Government Finance Officers Association xix DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Statement of Purpose xx DANVILLE IS A COMMUNITY DEDICATED TO PROVIDING AN EXCEPTIONAL QUALITY OF LIFE FOR ITS CITIZENS To achieve this level of excellence, Danville will:  Value and enhance its heritage and natural environment;  Build innovative processes for citizen involvement and stimulate active participation in local government decision making;  Foster personal responsibility, ethical standards and commitment among citizens;  Achieve high quality development in scale with the natural surroundings;  Deliver superior municipal and educational services;  Encourage the arts, cultural and recreation activities, and community celebrations; and  Exercise strong leadership in regional issues. These goals enhance a sense of positive “small town” values related to the family, neighborhood, and community. DRAF T 1 1 . 2 4 . 2 0 2 5 FINANCIAL SECTION DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 INDEPENDENT AUDITOR’S REPORT To the Mayor and Members of the Town Council of the Town of Danville Danville, California Report on the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of the Town of Danville, California (the “Town”), as of and for the year ended June 30, 2025, and the related notes to the basic financial statements, which collectively comprise the Town’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, each major fund, and the aggregate remaining fund information of the Town, as of June 30, 2025, and the respective changes in financial position thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America (“GAAS”) and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (“Government Auditing Standards”). 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 Town, 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. Emphasis of a Matter – Change in Accounting Principle As discussed in Note 15 to the financial statements, the Town implemented Governmental Accounting Standards Board (“GASB”) Statement No. 101, Compensated Absences, effective July 1, 2024. The implementation of this standard required the Town to change its method of accounting for compensated absences and resulted in a restatement of beginning net position as of July 1, 2024. Our opinion is not modified with respect to this matter. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Town’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. DRAF T 1 1 . 2 4 . 2 0 2 5 To the Mayor and Members of the Town Council of the Town of Danville Danville, California Page 2 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 and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS 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 Town’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 Town’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. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis, Budgetary Information, Budgetary Comparison Schedules for General Fund, Lighting and Landscaping Special Revenue Fund, Regional Traffic Impact Fee Special Revenue Fund, and American Rescue Plan Act Special Revenue Fund, and Modified Approach for Town Street Infrastructure Capital Assets 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. DRAF T 1 1 . 2 4 . 2 0 2 5 To the Mayor and Members of the Town Council of the Town of Danville Danville, California Page 3 3 Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Town’s basic financial statements. The combining and individual nonmajor fund financial statements 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 GAAS and Government Auditing Standards. In our opinion, the combining and individual nonmajor fund financial statements 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 and statistical sections 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 audits of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 16, 2025, on our consideration of the Town’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 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 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 Town’s internal control over financial reporting and compliance. Walnut Creek, California December 16, 2025 DRAF T 1 1 . 2 4 . 2 0 2 5 4 This page intentionally left blankDRAF T 1 1 . 2 4 . 2 0 2 5 5 MANAGEMENT’S DISCUSSION AND ANALYSIS The Town of Danville’s Financial Statements are issued in the format prescribed by the provisions of Government Accounting Standards Board Statement 34 (GASB No. 34). This discussion and analysis of the Town’s financial performance provides an overview of the Town’s financial activities for the fiscal year ended June 30, 2025. Please read it in conjunction with the accompanying transmittal letter, the Basic Financial Statements and the accompanying notes to those financial statements. FINANCIAL HIGHLIGHTS  The Town’s net position as of June 30, 2025 increased $2,026,415 or .68% from $299,493,013 (as previously reported) to $301,519,428.  Total liabilities were $14,107,700. Total assets were $321,228,733. Of this amount $75,452,723 is classified as unrestricted and, with the future receipt of $659,401 of loan receivable from the former Community Development Agency (CDA), may be used to provide ongoing services and capital projects to residents and creditors.  Governmental funds for the Town have combined fund balances of $113,678,682. Of this amount $33,469,679 is restricted by external parties, $75,992,469 is committed for ongoing and future activities and $181,855 and $441,315, respectively, is classified as nonspendable and unassigned, reflecting the future of receiving the loan proceeds from the cooperative agreement to the former Community Development Agency and fund received for services that has not been rendered by the Town, and $561,266 has been assigned for ongoing operations.  The Town's General Fund fund balance increased 8.2% from $36,897,758 to $39,936,036. The fund balance includes funds reserved or designated for debt service, future capital projects, ongoing operations, and an operating reserve of $16,009,768 (39.1%) of FY 24/25 operating expenditures. In fiscal year 2015, the Sacramento County Superior Court issued a ruling on September 5, 2014, concluding that the reentered Cooperative Agreement between the Successor Agency and the Town of Danville was an enforceable obligation. The State appealed the Superior Court decision, and in May 2015, the State dismissed its appeal. At the same time, the Department of Finance accepted the Agreement as an enforceable obligation. The Town has decided to retain the amount that was approved by the Department of Finance, $659,401 as a loan receivable on its books, and reserve an offsetting amount in fund balance. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the Town's basic financial statements, which consists of three components: 1) Government-wide Financial Statements, 2) Governmental Fund Financial Statements and 3) Notes to the Basic Financial Statements. This report also contains supplementary information in addition to the basic financial statements. DRAF T 1 1 . 2 4 . 2 0 2 5 6 Reporting the Town as a Whole - Government-Wide Financial Statements The Government-Wide Financial Statements provide a longer-term view of the financial position of the Town as a whole, including all capital assets and long–term liabilities on the full accrual basis. This presentation is similar to that of a private-sector business. Over time, increases or decreases in the Town’s net position may serve as one useful indicator of the Town’s overall financial health. Other factors to consider are changes in the Town’s property tax base and the condition of the Town’s roads. The Statement of Activities and Changes in Net Position provides information on how the Town's net position changed during the fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Therefore, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (for example, long term debt payments due and capital asset depreciation). There is an emphasis on measuring net revenues and expenses of each of the Town’s programs. The Fiduciary Fund Financial Statements provide financial information about activities for which the Town acts solely as a trustee or agent for the benefit of those outside of the government. Fiduciary funds reported in the ACFR for Danville include the Deposits fund and the Successor Agency Trust Fund. In the Statement of Net Position and the Statement of Activities and Changes in Net Position, the Town's activities are separated as follows: Governmental Activities: All of the Town’s basic services are considered to be governmental activities, including general government, police, maintenance, development, transportation and recreation services. Governmental activities are generally supported by taxes and intergovernmental revenues. Reporting the Town’s Most Significant Funds - Governmental Fund Financial Statements The Fund Financial Statements provide detailed information about the most significant funds and group the remaining funds together under the column heading, "Non-Major Governmental Funds.” Some funds are required to be established by State law and by bond covenants. In addition, the Town Council may establish other funds to help it control and manage money for particular purposes or to show that it is meeting legal responsibilities for using certain taxes, grants, and other money.  Governmental Funds—Most of the Town’s basic services are reported in governmental funds, which focus on how money flows into and out of those funds and the balances left at year-end that are available for spending. These funds are reported using an accounting method called modified accrual accounting, which measures cash and all other financial assets that can readily be converted to cash. The Governmental Fund Statements provide a detailed short-term view of the Town’s general government operations and the basic services it provides. Governmental funds information help determine whether there are more or fewer financial resources that can be spent in the near future to finance the Town’s programs. Capital assets and other long-lived assets, along with long-term liabilities, are not presented in the Governmental Fund Financial Statements. The relationship (or differences) between governmental activities (reported in the Statement of Net Position and the Statement of Activities and Changes in Net Position) and Governmental Funds Financial Statements are explained in a reconciliation schedule following each Governmental Fund Financial Statement. DRAF T 1 1 . 2 4 . 2 0 2 5 7 Reporting the Town’s Fiduciary Responsibilities The Town is the trustee, or fiduciary, for certain amounts held on behalf of developers, property owners, assessment district bond holders, the Successor Agency and others. The Town’s fiduciary activities are reported in separate Statements of Fiduciary Net Position and Changes in Fiduciary Net Position. The Town provides a Defined Contribution Pension Plan for all qualified employees. We exclude these activities from the Town’s other financial statements because the Town cannot use these assets to finance its operations. The Town is responsible for ensuring that the assets reported in these funds are used for their intended purposes. Notes to the Financial Statements The Notes provide additional information that is essential to a full understanding of the data provided in the Government-Wide and Governmental Fund Financial Statements. Other Information In addition to the Basic Financial Statements and accompanying notes, this report also presents certain Required Supplementary Information concerning the Town’s funding of its obligation to provide pension benefits to its employees, budgetary comparison schedules for the General Fund, each major Special Revenue Fund and schedules and disclosure of the modified approach for reporting the Town’s infrastructure. THE TOWN AS A WHOLE - GOVERNMENT-WIDE FINANCIAL ANALYSIS The Town’s combined Net Position for at June 30, 2025 and 2024 was the following: Increase 2025 2024 (Decrease) Current and other assets 129,094,585$ 129,997,756$ (903,171)$ Capital assets, net 192,134,148 192,522,026 (387,878) Total assets 321,228,733 322,519,782 (1,291,049) Current liabilities 10,398,467 14,891,125 (4,492,658) Long-term liabilities 3,709,233 4,705,649 (996,416) Total liabilities 14,107,700 19,596,774 (5,489,074) Deferred inflows of resources 5,601,605 3,429,995 2,171,610 Net position: Net investment in capital assets 187,755,279 188,179,513 (424,234) Restricted for: Debt service 2,662,484 1,777,459 885,025 Special projects 32,616,844 38,406,783 (5,789,939) Unrestricted 78,484,821 71,129,258 7,355,563 Total net position 301,519,428$ 299,493,013$ 2,026,415$ Table 1 Net Position Governmental Activities DRAF T 1 1 . 2 4 . 2 0 2 5 8 The Town’s Net Positions from Governmental Activities increased .68% from 299,493,013 to $301,519,428. This increase of $2,026,415 comes from the change in net position as recorded in the Statement of Activities and flows through the Statement of Net Position. Program expenses by function, general revenues by major source, excess and/or deficiency of revenues over expenses before contributions to permanent fund principal, special, and extraordinary items, and total assets are presented in the Statement of Activities and Changes in Net Position. The following is an explanation of the changes between fiscal years as shown in Table 1: Total assets decreased $(1,291,049):  Current and other assets decreased $(903,171) reflecting an increase in cash and investments. Capital assets, net of depreciation, decreased $(387,878) reflecting expenditures for capital projects during the year. Total liabilities decreased $(5,489,074):  Current liabilities decreased by a net of $(4,492,658), due largely to decrease in accounts payable, wages payable, retention (for capital projects), and deposit payable.  Non-current liabilities decreased a net of $(996,416) reflecting payment of long-term debt principal of $600,000 that was paid according to schedule, an increase of $111,236 and restatement of $377,348 per GASB 101 in compensated absences; and a decrease in Subscription liability of $(74,094). Net Position:  Restricted net position decreased a net of $(4,904,914). Special Revenue funds were spent for capital projects as budgeted. Debt Service funds increased by $885,025 reflecting the net change in annual RPTTF funds received for scheduled debt service payments of the Town's COPs and the increase in the reserved fund for debt service. Special Projects funds decreased by $2,757,841 as less funds were needed compared to prior year for operations or appropriated for capital expenditures.  Unrestricted net position, which is designated by Council for specific future capital improvements or economic stability, increased by $7,355,563, reflecting solid revenues and controlled costs, which enabled the transfer of $4.23 million of General Fund funds to be transferred to Capital Improvement funds for future capital projects and Asset Replacement funds and LLAD funds for its operating expenses. Capital improvements include park improvements, road maintenance, traffic control measures and general Town improvements. DRAF T 1 1 . 2 4 . 2 0 2 5 9 Government Activities Table 2 presents the gross revenues and expenditures for the Town as whole. Table 2 Revenues and Expenses Governmental Activities 2025 2024 Increase (Decrease) Revenues - Governmental Activities Program revenues: Charges for services $ $10,600,195 $ 10,511,778 $ 88,417 Operating grants and contributions 2,869,273 3,876,515 (1,007,242) Capital grants and contributions 5,657,909 3,759,810 1,898,099 Total program revenues 19,127,377 18,148,103 979,274 General revenues: Taxes: Property 20,765,297 19,905,678 859,619 Sales 6,932,759 6,799,187 133,572 Motor vehicle 68,850 53,934 14,916 Franchise 2,648,941 3,502,709 (853,768) Other 343,114 360,676 (17,562) Investment earnings 6,483,704 5,392,910 1,090,794 Miscellaneous 1,584,448 2,879,111 (1,294,663) Reimbursement from Successor Agency 859,018 867,219 (8,201) Total general revenues 39,686,131 39,761,424 (75,293) Total revenues 58,813,508 57,909,527 903,981 Expenses - Governmental Activities General government 2,827,351 2,432,702 394,649 Police services 11,921,599 11,971,294 (49,695) Maintenance services and Lighting and landscape 11,715,263 10,525,094 1,190,169 Development services 20,085,162 15,427,297 4,657,865 Administrative services 5,024,036 4,468,171 555,865 Recreation, arts & community services 4,657,216 4,359,029 298,187 Interest on long-term debt 179,118 204,389 (25,271) Total expenses 56,409,745 49,387,976 7,021,769 Changes in Net Position $ 2,403,763 $ 8,521,551 $ (6,117,788) Net Position: Beginning of year, as restated 299,115,665 290,971,462 8,521,551 Restatement (377,348) - (377,348) Beginning of year, as restated 299,115,665 - 299,115,665 End of year $ 301,519,428 $ 299,493,013 $ 2,026,415 DRAF T 1 1 . 2 4 . 2 0 2 5 10 Variances shown above are reflected in the net numbers of Table 3 and are discussed following Table 3. Table 3 presents each program’s net cost (total cost less revenues generated by the activities). The net cost shows the financial burden that was placed on the Town’s taxpayers by each of these functions. The net cost of programs decreased by $(6,117,788) reflecting higher change in expenses and higher change in revenues. Increase 2025 2024 (Decrease) Revenues: General revenues 39,686,131$ 39,761,424$ (75,293)$ Total general revenues 39,686,131 39,761,424 (75,293) Net Expenses: General government (2,825,336) (2,210,206) (615,130) Police services (11,284,869) (11,556,873) 272,004 Maintenance services and Lighting and landscape (8,049,889) (6,881,818) (1,168,071) Development services (7,548,543) (3,733,185) (3,815,358) Administrative services (4,726,483) (4,170,618) (555,865) Recreation, arts, & community services (2,668,130) (2,482,784) (185,346) Interest on long-term debt (179,118) (204,389) 25,271 Total net expenses (37,282,368) (31,239,873) (6,042,495) Net Cost of Services 2,403,763$ 8,521,551$ (6,117,788)$ Table 3 Cost of Services Governmental Activities Variances shown above are reflected in the net numbers of Tables 2 and 3 and are discussed following Table 3.  Program revenues increased by $979,274. An increase of $88,417 in Charges for Services was due to increase in Recreations classes, increased activity in Police Services, and increase in the Development Services activity. Operating Grants decreased a net of $(1,007,242) as grants for Police and Development Services decreased, as there were less state grants for the Planning division, compare to last fiscal year. Capital Grants and Contributions increased a net of $1,898,099 as grant for capital projects increased compare to last fiscal year’s grant.  General revenues increased $903,981 reflecting the net reported increase $859,619 in property tax revenues, decreased $(853,768) in franchise fees, increased $1,090,794 in investment earning, and decreased $(1,294,663) in miscellaneous, net with an increase in net reported $133,572 in sales tax revenues. The Net Direct Cost of Program Services indicates that the overall cost of government is well below the available general revenues and transfers. This shows that the Town's ongoing revenues cover its operational and capital expenditures. The services provided by the Town are provided in an cost effective manner and the Town is efficient in recovering the cost of these services with program revenues from user fees and other contributions. See the Statement of Activities for further detail on program revenues and general revenues. DRAF T 1 1 . 2 4 . 2 0 2 5 11 FINANCIAL ANALYSIS OF THE TOWN’S FUNDS At year-end, the fund balance for the Town’s General Fund was $39,936,036 a net increase of $3,038,278 over last year. Revenues exceeded expenses by $13,139,499 and transfers out of $(10,102,433) were made for future capital projects and additional funding for parks and building maintenance in the Lighting and Landscape Assessment District ($1,450,000). Major revenue sources that exceeded budget include property and transfer taxes of $2,406,517 sales taxes of $367,759, Other taxes of $90,129, intergovernmental of $121,977, Miscellaneous of $497,355 and uses of money and property of $4,268,297 which reported rental revenues, and Investment earning, which also reflects actual earning and unrealized market adjustments and the effect of discounts and premiums recognized in the year. These were offset by Charges for services $(49,091) and Licenses and permits $(2,781), as actual revenues received were lower than forecasted. Across the board, cost containment resulted in operating expenditures below budget in all programs. Budget to actual cost savings totaled $2,132,852. Capital outlay for operations was budgeted within each program and is broken out for year-end reporting on a separate line. Compared to last fiscal year, property and transfer tax revenues increased by $859,619. This was attributable to continued strong growth in assessed valuation. Sales tax showed an increase of $133,572. The online sales activity and brick and mortar businesses (restaurant and retail) showed modest increase compared to last year. Other taxes increased by $79,463, with motor vehicle receipts and franchise fees reflecting the increase in solid waste revenues per contract with the authority. Charges for services decreased by $(49,091) as Recreation classes and activities and in-person operation returned to the pre pandemic level of service. Fines and forfeitures increased slightly by $7,875, reflected in higher traffic and parking volumes. Uses of money increased by $4,268,297 due to increase in rental from Town facilities and higher market value of the Town’s investments as of June 30, 2025. Additional detail comparing the budgeted and actual amounts for the General Fund can be found in the Required Supplementary Information, Budgetary Comparison Schedule, General Fund. The Lighting and Landscape Special Revenue Fund decreased by $(289,514) which compares favorably to the planned and previously projected higher reduction in this fund balance. Cost containment efforts and a budgeted transfer in from the General Fund of $1,450,000 account for this increase in fund balance. The Regional Traffic Impact Fees fund balance is reported higher by $139,176 reflecting the increase in revenues, and decrease in expenditures. The fund balance in the Capital Improvement Projects Fund increased by a net of $3,470,795 reflecting capital expenditures and a net transfer in of $7,555,433, helping to offset appropriated capital expenditures in excess of revenues. Non-major Special Revenue Funds decreased by a net of $(5,720,957), reflecting normal revenues and use of these funds for the operational or capital projects to which they are restricted. Non-major Special Revenue funds with major changes include: increase of the Building and Planning Fund by $1,067,761 due to higher revenues resulting from more building and planning activities and additional state grant and less expenditures; increase of Development Engineering Fund by $87,332 due to higher revenues resulting from higher volume of engineering services; increase of the Old Town Parking In-Lieu by $59,480 due to increase of new downtown businesses activities; and Low and Moderate Income Housing increase by $154,514 from interest income; offset by the decrease of PEG Fund by $(189,242) as a result of transfer of fund to Asset Replacement and the decrease of subscribers from the cable services; decreased of Gas Tax Fund by $(1,938,064) due to the Capital Improvement Program (CIP) expenditures spent pending grant receipts; decreased in Stormwater Pollution Control Program Fund by $(51,694) due to less revenues from assessment fees and higher expenditures due to more use of consulting services; and the Solid Waste Vehicle Impact Fees Fund decrease by $(2,141,213) due to higher expenditures in CIP compared to last fiscal year. DRAF T 1 1 . 2 4 . 2 0 2 5 12 The Non-Major Capital Improvement Funds, increased by a net of $889,987, due to an increase of $1,103,799 in the Asset Replacement General Fund due to the transfer in from General Fund and other funds and less expenditures; offset by a decrease of $(134,577) in the Park Facilities Fund due to higher expenses for various CIP projects; and a decrease of $(65,677) in the Northeast Road Improvements Special Assessment due to higher expenses for various CIP projects. All activity in the above funds reflects anticipated revenues and appropriated transfers and expenditures for these funds. General Fund Budgetary Highlights Actual revenues over expenses exceeded the final budget by $13,139,499. This is primarily due to very conservative revenue projections, the absence of State raids on local revenues, steady sales tax, and actual 5% increase in average local property values. Final expenses for the General Fund at year end were less than budgeted by $3,573,675. The budget to actual variance in appropriations reflects conservation efforts, leaving postponement of some operational activities by management. These proactive fiscal measures enabled the Town to transfer $4,231,004 (including $1,450,000 to LLAD) to fund future capital projects throughout the Town. Economic Factors Economic recovery from the Coronavirus pandemic has been aided by strong property values that continue to increase the Town share of property taxes. Sales tax, which acts as a benchmark for local business performance, reached an all- time high level by the end of 2022, before dropping off in 2023. Sales tax revenue continues to exceed the Town’s budget forecasts. New fiscal challenges are expected to be driven by a variety of factors. Inflation, interest rates, oil prices and stock market volatility continue to affect the nation’s economy. Recent economic data suggests positive but slower growth this year fueled by consumer spending. Inflationary trends are subsiding, but core levels remain above targets set by the Federal Reserve. The cumulative effects of restrictive monetary policy and tighter financial conditions suggest that the economy will gradually soften, and the Fed will continue to lower rates at a measured pace through this year with the ability to move more aggressively should employment data warrant. As of June 30, 2025, the Town's financial condition continues to be sound. An indicator of the Town’s financial condition is the level of fund balance, reserved and unreserved, in its Governmental Funds, which include General, Special Revenue, Debt Service and Capital Projects. Next Year’s Budget The 2025/26 Budget will continue to focus on the Town’s highest priorities while reserving funding for capital projects and maintaining strong reserves. The Town will continue to rely upon a combination of General Fund and Special Revenues to provide ongoing service. The Town’s five largest revenue sources are Property Tax, Sales Tax, Other Taxes and Intergovernmental, Special Assessments and Use of Money and Property. These sources will continue account for more than 82% of all Town revenues. From a service delivery standpoint, current service levels will be carried forward into 2025/26. The economy will continue to impact availability and costs for utilities, materials and supplies, contracted services and personnel. CAPITAL ASSET AND DEBT ADMINISTRATION Capital Assets At the end of FY 2025, the Town had a book value of $192,134,148 invested in a broad range of capital assets, including land, buildings, furniture and equipment, park improvements and infrastructure. (See tables 4 and 5 below.) This amount represents a decrease of $(387,878) net of additions, retirements and depreciation, resulting in a .20% decrease over last year. Changes reflect construction of capital assets, offset by depreciation expenses. DRAF T 1 1 . 2 4 . 2 0 2 5 13 Depreciation on capital assets is recognized in the Government-Wide Financial Statements. The Town has elected to use the modified approach for their streets and roads, wherein the value is not depreciated but rather pavement condition and maintenance expenses are tracked. The pavement condition as of June 30, 2025 was 80, an increase from last year’s pavement condition of 78. This rating compares favorably with the target rating of 70. The average expense to maintain the streets is estimated by management to be a minimum of $3,000,000 per year for the next three years. Further detail may be found in Note 1F to the Financial Statements and in Note 3 of the Required Supplementary Information. Accumulated Depreciation/ Original Cost Amortization Book Value Land 31,821,867$ -$ 31,821,867$ Buildings and parking lots 64,393,897 (18,179,007) 46,214,890 Park improvements 24,267,438 (23,179,865) 1,087,573 Furniture and equipment 6,046,861 (4,610,337) 1,436,524 Subscription assets 161,099 (89,154) 71,945 Construction in progress 13,105,925 - 13,105,925 Infrastructure 169,367,157 (70,971,733) 98,395,424 Total 309,164,244$ (117,030,096)$ 192,134,148$ Increase 2025 2024 (Decrease) Land 31,821,867$ 31,821,867$ -$ Buildings and parking lots 46,214,890 47,722,318 (1,507,428) Park improvements 1,087,573 1,294,070 (206,497) Furniture and equipment 1,436,524 1,544,502 (107,978) Subscription assets 71,945 126,695 (54,750) Construction in progress 13,105,925 11,767,848 1,338,077 Infrastructure 98,395,424 98,244,726 150,698 Total 192,134,148$ 192,522,026$ (387,878)$ June 30, 2025 vs. June 30 2024 Table 4 Capital Assets (Net of Accumulated Depreciation) June 30, 2025 Table 5 Capital Assets (Net of Accumulated Depreciation/Amortization) The Town’s five-year Capital Improvement Plan projects will cost $33,053,319 through FY 2028/29. No debt financing is required for these projects. Funding will come from current fund balances and projected revenues over the next five years. The most significant projects include town-wide park renovations and enhancements with an emphasis on Downtown Master Plan Improvements, Camino Ramon and San Ramon Valley Boulevard Improvement, Town Green Master Plan and Diablo Road Trail project, and infrastructure maintenance including $18,499,317 for pavement management. Additional details can be found in the Town's 2024/25 Operating Budget and Capital Improvement Program document available at www.danville.ca.gov/Council_and_Government/Departments/Finance/. DRAF T 1 1 . 2 4 . 2 0 2 5 14 Debt At year end, the Town had $5,304,233 in Certificates of Participation (COPs) and Subscription Liabilities and Compensated Absences outstanding versus $5,489,743 last year, a net decrease of $(185,510), as shown in Table 6 below. Table 6 Outstanding Debt June 30, 2025 vs June 30, 2024 2025 2024 Increase (Decrease) 2001 & 2005 Certificates of Participation $ 3,510,000 $ 4,110,000 $ (600,000) Subscription liabilities - 74,094 (74,094) Compensated Absences 1,794,233 1,305,649 488,584 Total $ 5,304,233 $ 5,489,743 $ (185,510) The $(600,000) decrease in the COP amount is due to scheduled debt service payments, decrease of $(74,094) in the Subscription liabilities, and the $488,584 increase in Compensated Absences is due to higher cost of personnel compare to last year, personnel earning more leaves hours than used and the restatement of the Compensated Absences. Additional information on outstanding debt is presented in Note 8 to the Basic Financial Statements. CONTACTING THE TOWN’S FINANCIAL MANAGEMENT This financial report is designed to provide our citizens, taxpayers, customers, investors, and creditors with a general overview of the Town’s finances and to show the Town’s accountability for the money it receives. If you have questions about this report or need additional financial information, contact the Town’s Finance Department at the Town of Danville, 510 La Gonda Way, Danville, California 94526-1740 DRAF T 1 1 . 2 4 . 2 0 2 5 15 BASIC FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 16 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 17 GOVERNMENT-WIDE FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 18 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Governmental Activities ASSETS Current assets: Cash and investments (Note 3)116,405,082$ Receivables (net of allowances): Accounts 3,412,389 Due from Successor Agency within one year (Note 7)659,401 Leases (Note 4)662,824 Interest 801,342 Total receivables 5,535,956 Prepaid items 181,855 Total current assets 122,122,893 Noncurrent assets: Restricted cash and investments (Note 3): Held with fiscal agents 1,809,649 Held by the Town - Total restricted cash and investments 1,809,649 Leases receivable (Note 4)5,162,043 Capital assets (Note 5): Nondepreciable 138,003,677 Depreciable/amortizable, net 54,130,471 Total capital assets, net 192,134,148 Total noncurrent assets 199,105,840 Total assets 321,228,733 LIABILITIES Current liabilities: Accounts payable 5,113,145 Accrued wages payable 389,765 Retention payable 868,869 Deposits payable 241,416 Interest payable 49,000 Claims liabilities (Note 12)2,903 Unearned revenue (Note 8)2,138,369 Long-term debt - due within one year (Note 9)1,595,000 Total current liabilities 10,398,467 Noncurrent liabilities: Long-term debt - due in more than one year: (Note 9) Certificates of participation 2,880,000 Compensated absences 829,233 Total noncurrent liabilities 3,709,233 Total liabilities 14,107,700 DEFERRED INFLOWS OF RESOURCES Lease-related deferred inflows of resources (Note 4)5,601,605 Total deferred inflows of resources 5,601,605 NET POSITION Net investment in capital assets (Note 11)187,755,279 Restricted for: Capital projects 4,028,564 Debt service 2,662,484 Assessment districts 1,317,535 Transportation 9,902,696 Public safety 662,541 Housing 2,116,000 Community development 374,929 Public works 13,894,560 Other programs 320,019 Total restricted 35,279,328 Unrestricted 78,484,821 Total net position 301,519,428$ Town of Danville Statement of Net Position June 30, 2025 See accompanying Notes to the Basic Financial Statements. 19 DRAF T 1 1 . 2 4 . 2 0 2 5 Net (Expense) Revenue and Changes in Net Position Operating Capital Charges for Grants and Grants and Governmental Functions/Programs Expenses Services Contributions Contributions Activities Governmental activities: General government 2,827,351$ 1,015$ 1,000$ -$ (2,825,336)$ Police services 11,921,599 310,255 326,475 - (11,284,869) Maintenance services and lighting and landscape 11,715,263 3,643,936 1,000 20,438 (8,049,889) Development services 20,085,162 4,358,350 2,540,798 5,637,471 (7,548,543) Administrative services 5,024,036 297,553 - - (4,726,483) Recreation, arts, & community services 4,657,216 1,989,086 - - (2,668,130) Interest expense 179,118 - - - (179,118) Total governmental activities 56,409,745$ 10,600,195$ 2,869,273$ 5,657,909$ (37,282,368) General revenues: Taxes: Property 20,765,297 Sales 6,932,759 Motor vehicle license fee 68,850 Franchise 2,648,941 Other 343,114 Total taxes 30,758,961 Investment earnings (Note 3) 6,483,704 Miscellaneous 1,584,448 Reimbursement from Successor Agency (Note 7) 859,018 Total general revenues 39,686,131 Change in net position 2,403,763 Net position - beginning of year, as previously reported 299,493,013 Restatement (Note 15)(377,348) Net position - beginning of year, as restated 299,115,665 Net position - end of year 301,519,428$ Program Revenues Town of Danville Statement of Activities For the Year Ended June 30, 2025 See accompanying Notes to the Basic Financial Statements. 20 DRAF T 1 1 . 2 4 . 2 0 2 5 21 FUND FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 22 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 23 GOVERNMENTAL FUND FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 24 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Governmental Fund Financial Statements 25 General Fund The General Fund is the general operating fund of the Town. It is used to account for all financial resources except those required to be accounted for in another fund. The major revenue sources for this fund are property taxes, sales taxes, unrestricted revenues from the State, fines and forfeitures and interest income. Expenditures are made for administration, legislation, public safety, parks and recreation and other services. Lighting and Landscaping Special Revenue Fund Assessments paid by property owners who receive street lighting services and assessments paid by all property owners for landscape and park maintenance are received into this Fund. The income is used to pay energy costs for the street lighting system, community roadside, median and park landscape costs. Regional Traffic Impact Fees Fund Development impact fees are collected for local, sub-regional and regional traffic improvements. Sub-regional and regional fees are collected on behalf of other agencies and distributed to the lead agency for project construction. American Rescue Plan Act Special Revenue Fund This fund is used to track the revenues and expenditures of the American Rescue Plan Act funding received by the Town. Capital Improvement Capital Projects Fund This Fund receives contributions from the General Fund for future capital improvements, in accordance with the Town's Capital Improvement Program. DRAF T 1 1 . 2 4 . 2 0 2 5 Lighting and Landscape Assessment Regional Traffic American Rescue District Impact Fees Plan Act Special Revenue Special Revenue Special Revenue General Fund Fund Fund Fund ASSETS Cash and investments $ 41,806,981 $ 4,772,931 $ 4,637,726 $ 1,221,788 Cash and investments with fiscal agents 852,835 - - - Receivables (net of allowances): Accounts 1,966,119 38,887 5,480 - Leases 5,824,867 - - - Due from Successor Agency of former CDA 659,401 - - - Interest 464,035 28,457 19,616 - Prepaid items 181,855 - - - Total assets $ 51,756,093 $ 4,840,275 $ 4,662,822 $ 1,221,788 LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable $ 3,620,601 $ 390,190 $ 11,486 $ 317,300 Accrued wages payable 268,921 40,718 - - Retention payable - - - 238,488 Deposits payable 198,746 - - - Claims liabilities 2,903 - - - Unearned revenue 1,152,489 59,734 - 884,086 Total liabilities 5,243,660 490,642 11,486 1,439,874 Deferred Inflows of Resources: Unavailable revenue 974,792 - - - Lease-related deferred inflows of resources 5,601,605 - - - Total deferred inflows of resources 6,576,397 - - - Fund Balances: Nonspendable 181,855 - - - Restricted 852,835 1,317,535 4,651,336 - Committed 37,680,679 - - - Assigned 561,266 3,032,098 - - Unassigned (deficit) 659,401 - - (218,086) Total fund balances 39,936,036 4,349,633 4,651,336 (218,086) Total liabilities, deferred inflows of resources and fund balances $ 51,756,093 $ 4,840,275 $ 4,662,822 $ 1,221,788 (Continued) Major Funds Town of Danville Governmental Funds Balance Sheet June 30, 2025 See accompanying Notes to the Basic Financial Statements. 26 DRAF T 1 1 . 2 4 . 2 0 2 5 Major Funds Capital Improvement Non-Major Total Capital Projects Governmental Governmental Fund Funds Funds ASSETS Cash and investments $ 29,680,457 $ 34,285,199 $ 116,405,082 Cash and investments with fiscal agents - 956,814 1,809,649 Receivables (net of allowances): Accounts 85,039 1,316,864 3,412,389 Leases - - 5,824,867 Due from Successor Agency of former CDA - - 659,401 Interest 166,207 123,027 801,342 Prepaid items - - 181,855 Total assets $ 29,931,703 $ 36,681,904 $ 129,094,585 LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES Liabilities: Accounts payable $ 390,917 $ 382,651 $ 5,113,145 Accrued wages payable 2,168 77,958 389,765 Retention payable 97,413 532,968 868,869 Deposits payable - 42,670 241,416 Claims liabilities - - 2,903 Unearned revenue - 42,060 2,138,369 Total liabilities 490,498 1,078,307 8,754,467 Deferred Inflows of Resources: Unavailable revenue 85,039 - 1,059,831 Lease-related deferred inflows of resources - - 5,601,605 Total deferred inflows of resources 85,039 - 6,661,436 Fund Balances: Nonspendable - - 181,855 Restricted - 26,647,973 33,469,679 Committed 29,356,166 8,955,624 75,992,469 Assigned - - 3,593,364 Unassigned (deficit) - - 441,315 Total fund balances 29,356,166 35,603,597 113,678,682 Total liabilities, deferred inflows of resources and fund balances $ 29,931,703 $ 36,681,904 $ 129,094,585 (Concluded) Balance Sheet (Continued) Governmental Funds Town of Danville June 30, 2025 See accompanying Notes to the Basic Financial Statements. 27 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 28 DRAF T 1 1 . 2 4 . 2 0 2 5 Total Fund Balances - Total Governmental Funds $ 113,678,682 Amounts reported for governmental activities in the Statement of Net Position are different because: Capital assets used in governmental activities are not current financial resources and therefore are not reported in the Governmental Funds Balance Sheet. Non-depreciable capital assets 138,003,677 Depreciable/amortizable capital assets, net 54,130,471 Total capital assets 192,134,148 Interest payable on long-term debt does not require current financial resources. Therefore, interest payable is not reported as a liability in the Governmental Funds Balance Sheet. (49,000) Unavailable revenues recorded in Governmental Fund Financial Statements resulting from activities in which revenues were earned but were not available are reclassified as revenues in the Government-Wide Financial Statements. 1,059,831 Long-term liabilities are not due and payable in the current period and therefore they are not reported in the Governmental Funds Balance Sheet. Long-term debt due within one year (1,595,000) Long-term liabilities - due in more than one year: - Certificates of participation (2,880,000) - Compensated absences payable (829,233) Total long-term debt (5,304,233) Net Position of Governmental Activities 301,519,428$ Town of Danville Reconciliation of Governmental Funds Balance Sheet to the Government-Wide Statement of Net Position June 30, 2025 See accompanying Notes to the Basic Financial Statements. 29 DRAF T 1 1 . 2 4 . 2 0 2 5 Lighting and Landscape Assessment Regional Traffic American Rescue District4 Impact Fees Plan Act Special Revenue Special Revenue Special Revenue General Fund Fund Fund Fund REVENUES: Property taxes $ 20,765,297 $ - $ - $ - Sales taxes 6,932,759 - - - Special assessments - 3,053,116 - - Other taxes 2,664,129 - - - Charges for services 2,157,074 - - - Licenses and permits 347,219 - - - Development fees - - 125,705 - Intergovernmental 160,716 - - 3,798,968 Fines and forfeitures 157,875 - - - Use of money and property 5,819,518 126,510 99,709 - Reimbursement from Successor Agency 859,018 - - - Miscellaneous 931,575 137,081 - - Total revenues 40,795,180 3,316,707 225,414 3,798,968 EXPENDITURES: Current: General government 2,771,468 - - - Police services 10,727,781 - - - Maintenance services 3,383,491 - - - Lighting and landscape - 4,726,540 - - Development services 1,105,364 35,609 84,110 3,029,926 Administrative services 4,562,596 294,072 2,128 - Recreation, arts, & community services 4,245,963 - - - Capital outlay - - - 769,042 Debt service: Principal 674,094 - - - Interest 184,924 - - - Total expenditures 27,655,681 5,056,221 86,238 3,798,968 REVENUES OVER (UNDER) EXPENDITURES 13,139,499 (1,739,514) 139,176 - OTHER FINANCING SOURCES (USES): Proceeds from sale of property 1,212 - - - Transfers in (Note 6) - 1,450,000 - - Transfers out (Note 6) (10,102,433) - - - Total financing sources (uses) (10,101,221) 1,450,000 - - NET CHANGE IN FUND BALANCES 3,038,278 (289,514) 139,176 - FUND BALANCES (DEFICIT): Beginning of year 36,897,758 4,639,147 4,512,160 (218,086) End of year $ 39,936,036 $ 4,349,633 $ 4,651,336 $ (218,086) (Continued) Major Funds Town of Danville Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2025 See accompanying Notes to the Basic Financial Statements. 30 DRAF T 1 1 . 2 4 . 2 0 2 5 Major Funds Capital Improvement Non-Major Total Capital Projects Governmental Governmental Fund Funds Funds REVENUES: Property taxes $ - $ - $ 20,765,297 Sales taxes - - 6,932,759 Special assessments - 579,153 3,632,269 Other taxes - 3,532,428 6,196,557 Charges for services - 1,092,262 3,249,336 Licenses and permits - 5,232 352,451 Development fees - 3,140,683 3,266,388 Intergovernmental 105,193 945,140 5,010,017 Fines and forfeitures - - 157,875 Use of money and property 947,585 773,110 7,766,432 Reimbursement from Successor Agency - - 859,018 Miscellaneous (1,289,827) 156,851 (64,320) Total revenues (237,049) 10,224,859 58,124,079 EXPENDITURES: Current: General government - 40,120 2,811,588 Police services 299,789 500,092 11,527,662 Maintenance services 684,607 1,266,164 5,334,262 Lighting and landscape - - 4,726,540 Development services 253,995 11,748,495 16,257,499 Administrative services - 33,250 4,892,046 Recreation, arts, & community services 64,958 99,429 4,410,350 Capital outlay 2,544,240 2,465,279 5,778,561 Debt service: Principal - - 674,094 Interest - - 184,924 Total expenditures 3,847,589 16,152,829 56,597,526 REVENUES OVER (UNDER) EXPENDITURES (4,084,638) (5,927,970) 1,526,553 OTHER FINANCING SOURCES (USES): Proceeds from sale of property - - 1,212 Transfers in (Note 6) 7,555,433 1,197,000 10,202,433 Transfers out (Note 6) - (100,000) (10,202,433) Total financing sources (uses) 7,555,433 1,097,000 1,212 NET CHANGE IN FUND BALANCES 3,470,795 (4,830,970) 1,527,765 FUND BALANCES (DEFICIT): Beginning of year 25,885,371 40,434,567 112,150,917 End of year $ 29,356,166 $ 35,603,597 $ 113,678,682 (Concluded) Town of Danville Statement of Revenues, Expenditures, and Changes in Fund Balances (Continued) For the Year Ended June 30, 2025 See accompanying Notes to the Basic Financial Statements. 31 DRAF T 1 1 . 2 4 . 2 0 2 5 Net Change in Fund Balances - Total Governmental Funds 1,527,765$ Amounts reported for governmental activities in the Statement of Activities are different because: Governmental Funds report capital outlay as expenditures. However, in the Government-Wide Statement of Activities the cost of those assets is allocated over their estimated useful lives as depreciation/amortization expense. This is the amount of capital assets recorded in the current period.2,193,659 Depreciation/amortization expense on capital assets is reported in the Government-Wide Statement of Activities, but they do not require the use of current financial resources. Therefore, depreciation/amortization expense is not reported as expenditures in Governmental Funds. (2,574,542) Revenues that have not met the revenue recognition criteria in the Fund Financial Statements are recognized as revenue in the Government-Wide Financial Statements.695,212 Long-term compensated absences are reported in the Government-Wide Statement of Activities, but they do not require the use of current financial resources. Therefore, long-term compensated absences are not reported as expenditures in Governmental Funds. The following amount represents the change in long-term compensated absences from the prior year. (111,236) Repayment of bond principal reduces long-term liabilities in the Government-Wide Statement of Net Position. Long-term debt repayments: - Certificates of participation 600,000 - Subscription liablity 74,094 Interest expense on long-term debt is reported in the Government-Wide Statement of Activities but they do not require the use of current financial resources. Therefore, interest expense is not reported as expenditures in Governmental Funds. The following amount represents the change in accrued interest from the prior year.5,806 Change in Net Position of Governmental Activities 2,403,763$ Town of Danville Reconciliation of the Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances to Government-Wide Statement of Activities For the Year Ended June 30, 2025 See accompanying Notes to the Basic Financial Statements. 32 DRAF T 1 1 . 2 4 . 2 0 2 5 33 FIDUCIARY FUND FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 34 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Fiduciary Fund Financial Statements 35 TRUST FUND Successor Agency Trust Fund The Successor Agency to the former Community Development Agency (CDA) of the Town of Danville was established as a result of the passage of Assembly Bill x1 26, which dissolved all Redevelopment Agencies in the State of California effective February 1, 2012. On January 10, 2012, pursuant to Health and Safety Code Section 34173, the Town Council declared that the Town of Danville would act in a special limited capacity as Successor Agency for the dissolved Community Development Agency of the Town of Danville, effective February 1, 2012. The Successor Agency is responsible for day to day administration of the former CDA, including identification and payment of enforceable and recognized obligations of the former CDA, and disbursement of available assets. An Oversight board, consisting of 7 members, was appointed to supervise the Successor Agency's wind down of the former CDA. CUSTODIAL FUNDS Custodial Fund This Fund is comprised of assets that are not held in a trust or equivalent arrangement that are held temporarily by the Town on behalf of others. DRAF T 1 1 . 2 4 . 2 0 2 5 36 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Successor Agency Private Purpose Trust Fund Custodial Fund ASSETS Cash and investments (Note 3)896,565$ 2,039,042$ Cash and investments with fiscal agents (Note 3)387,567 361,666 Total assets 1,284,132 2,400,708 LIABILITIES Accounts payable - 291,161 Loan payable to Town (Note 7)659,401 - Loan payable, due within one year (Note 9)270,000 - Loan payable, due in more than one year (Note 9)950,000 - Interest payable 623,348 - Deposits - 887,411 Total liabilities 2,502,749 1,178,572 NET POSITION (DEFICIT) Restricted for individuals, organizations, and other governments - 1,222,136 Unrestricted (deficit)(1,218,617) - Total net position (deficit)(1,218,617)$ 1,222,136$ Town of Danville Fiduciary Activities Statement of Fiduciary Net Position June 30, 2025 See accompanying Notes to the Basic Financial Statements. 37 DRAF T 1 1 . 2 4 . 2 0 2 5 Successor Agency Private Purpose Trust Fund Custodial Fund ADDITIONS: Property tax receipts 2,292,850$ -$ Miscellaneous 256,449 - Total additions 2,549,299 - DEDUCTIONS: Amount allocated to General Fund for principal payment 850,000 - Amount allocated to General Fund for interest payment 9,018 - Interest 289,932 - Other 21,874 11,468 Total deductions 1,170,824 11,468 Changes in net position 1,378,475 (11,468) NET POSITION (DEFICIT): Beginning of year (2,597,092) 1,233,604 End of year (1,218,617)$ 1,222,136$ Town of Danville Fiduciary Activities Statement of Changes in Fiduciary Net Position For the Year Ended June 30, 2025 See accompanying Notes to the Basic Financial Statements. 38 DRAF T 1 1 . 2 4 . 2 0 2 5 39 NOTES TO THE BASIC FINANCIAL STATEMENTS DRAF T 1 1 . 2 4 . 2 0 2 5 40 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Index to Notes to the Basic Financial Statements For the Year Ended June 30, 2025 41 Page Note 1 – Reporting Entity……………………………… .................................................................................... 43 Note 2 – Summary of Significant Accounting Policies ...................................................................................... 44 A. Basis of Presentation, Basis of Accounting, and Measurement Focus ..................................................... 44 B. Cash and Investments ................................................................................................................................ 46 C. Cash and Investments with Fiscal Agent .................................................................................................. 47 D. Prepaid Items ............................................................................................................................................ 47 E. Leases Receivable ..................................................................................................................................... 47 F. Capital Assets ............................................................................................................................................ 48 G. Unearned Revenues ................................................................................................................................... 49 H. Compensated Absences ............................................................................................................................. 50 I. Long-Term Debt ....................................................................................................................................... 50 J. Subscription-Based Information Technology Arrangements (SBITAs) ................................................... 50 K. Deferred Outflows and Inflows of Resources ........................................................................................... 50 L. Net Position ............................................................................................................................................... 51 M. Fund Balance ............................................................................................................................................ 52 N. Spending Policies ...................................................................................................................................... 52 O. Property Taxes .......................................................................................................................................... 52 P. Use of Accounting Estimates .................................................................................................................... 53 Q. Implementation of New GASB Pronouncements ..................................................................................... 53 R. Upcoming Government Accounting Standards Implementation .............................................................. 53 Note 3 – Cash and Investments ........................................................................................................................... 54 A. Demand Deposits ...................................................................................................................................... 56 B. Investments ............................................................................................................................................... 56 C. External Investment Pool .......................................................................................................................... 58 D. Restricted Cash and Investments Held with Fiscal Agent ........................................................................ 58 E. Risk Disclosures ........................................................................................................................................ 58 Note 4 – Leases Receivable and Lease-Related Deferred Inflows of Resources ............................................. 61 Note 5 – Capital Assets ........................................................................................................................................ 62 A. Governmental Activities ........................................................................................................................... 62 Note 6 – Interfund Transactions ......................................................................................................................... 64 A. Transfers In/Out ........................................................................................................................................ 64 Note 7 – Loans Receivable from Successor Agency to the Former Community Development Agency .......................................................................................................................... 64 A. Successor Agency (SA) Cooperative Agreement Loan Receivable ......................................................... 65 Note 8 – Unearned Revenue ................................................................................................................................ 65 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Index to Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 42 Page Note 9 – Long-Term Obligations ........................................................................................................................ 66 A. Governmental Activities ........................................................................................................................... 66 B. Fiduciary Fund Financial Statements ....................................................................................................... 68 Note 10 – Defined Contribution Pension Plan .................................................................................................. 69 A. Section 401(a) Qualified Defined Contribution Pension Plan .................................................................. 69 B. Section 415(m) Benefit Restoration Plan ................................................................................................. 69 Note 11 – Fund Balance Classification and Net Position ................................................................................. 70 Note 12 – Risk Management ............................................................................................................................... 71 Note 13 – Commitments and Contingencies ...................................................................................................... 72 Note 14 – Other Required Disclosures ............................................................................................................... 73 A. Expenditures Exceeding Appropriations .................................................................................................. 73 B. Deficit Net Position/Fund Balance ........................................................................................................... 74 Note 15 – Prior Period Adjustment – Change in Accounting Principle ......................................................... 74 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements For the Year Ended June 30, 2025 43 Note 1 – Reporting Entity The Town of Danville, California (the “Town”) is a largely residential community located in the San Ramon Valley area of Contra Costa County, California. The Town was incorporated as a municipal corporation in 1982, and encompasses eighteen square miles with a population of 42,960. The Town operates under the Council-Manager form of government, with five elected Council members served by a full-time Town Manager and staff. The Town’s staff of 129.5 employees, as well as 30 County Sheriff’s Department employees under contract with the Town, are responsible for the following Town services:  Public Safety – The Town provides round-the-clock police services from a central station, using trained personnel provided under contract with the County Sheriff’s Department.  Streets and Roads – The Town builds and maintains its streets, curbs, gutters and related public property using Town employees. Major projects may be contracted to reduce costs.  Parks and recreation, public improvements, planning, zoning and other services are provided by Town employees.  Maintenance – In addition to Town staff, the Town employs varying numbers of seasonal personnel for maintenance and recreation services. The accompanying financial statements include the financial activities of the Town (the primary government) and its component units. The component units discussed below are included in the Town’s reporting entity because of the significance of their operational or financial relationships with the Town, including the Town Council, which acts as the governing board. In addition, Town staff performs all administrative and accounting functions for these entities, and these entities provide their services entirely to the Town. These blended component units, although legally separate entities, are, in substance, part of the Town’s operations. Town of Danville Financing Authority - The Town of Danville Financing Authority (the “Authority”) is a joint powers authority that was organized by the Town and the former Danville Community Development Agency of the Town of Danville (“CDA”) on December 7, 1993, under the laws of the State of California. The Authority was organized to provide financial assistance to the Town and former CDA for public improvements for the benefit of the residents of the Town and the surrounding areas. Administrative and related normal business expenditures incurred in the day-to-day operations of the Authority are provided by the Town. Town of Danville Lighting and Landscaping Assessment District - The Lighting and Landscape Assessment District Fund (the “District”) of the Town was formed in 1983 to provide a funding source for the operation, maintenance and servicing of landscaping, street lighting and Town park facilities within the District. The District is responsible for Town improvements including future improvements located within incorporated limits of the Town. Because of varying degrees of operation and maintenance for each improvement type, the District is separated into four zones: landscaping improvements (Zones A and B), street lighting (Zone C) and Town parks (Zone D). The Town created a special revenue fund to account for each zone’s assessment revenues and expenditures. The District is fully integrated within the Town, which performs all maintenance, administrative and accounting functions. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 44 Note 2 – Summary of Significant Accounting Policies A. Basis of Presentation, Basis of Accounting, and Measurement Focus The basic financial statements of the Town have been prepared in conformity with accounting principles generally accepted of the United States of America ("U.S. GAAP") as applied to governmental agencies. The Governmental Accounting Standards Board ("GASB") is the accepted standard setting body for establishing governmental accounting and financial reporting principles. The accounts of the Town are organized on the basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures or expenses, as appropriate. Governmental 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. Government – Wide Financial Statements The Town’s Government-Wide Financial Statements include a Statement of Net Position and a Statement of Activities. These statements present summaries of governmental activities for the Town. Fiduciary activities of the Town are not included in these statements. These financial statements are presented on an “economic resources” measurement focus and the accrual basis of accounting. Accordingly, all of the Town’s assets and liabilities, including capital assets, as well as infrastructure assets, and long-term liabilities, are included in the accompanying Statement of Net Position. The Statement of Activities presents changes in net position. Under the accrual basis of accounting, revenues are recognized in the period in which they are earned while expenses are recognized in the period in which the liability is incurred. Certain types of transactions are reported as program revenues for the Town in three categories:  Charges for services  Operating grants and contributions  Capital grants and contributions Certain eliminations have been made in regards to interfund activities, payables and receivables. All internal balances in the Statement of Net Position have been eliminated. The following interfund activities have been eliminated:  Due To/From Other Funds  Transfers In/Out DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 45 Note 2 – Summary of Significant Accounting Policies (Continued) A. Basis of Presentation, Basis of Accounting, and Measurement Focus (Continued) Governmental Fund Financial Statements All governmental funds are accounted for on a spending or “current financial resources” measurement focus and the modified accrual basis of accounting. Accordingly, only current assets and current liabilities are included on the Balance Sheet. The Statement of Revenues, Expenditures and Changes in Fund Balances presents increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Under the modified accrual basis of accounting, revenues are recognized in the accounting period in which they become both measurable and available to finance expenditures of the current period. 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 as soon as enough thereafter to pay liabilities of the current period. For this purpose, the Town considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. The primary revenue sources, which have been treated as susceptible to accrual by the Town, are property tax, sales tax, intergovernmental revenues and other taxes. Expenditures are recorded in the accounting period in which the related fund liability is incurred. The Reconciliation of the Fund Financial Statements to the Government-Wide Financial Statements is provided to explain the differences. The Town reports the following major Governmental Funds: General Fund - The General Fund is the general operating fund of the Town. It is used to account for all financial resources except those required to be accounted for in another fund. The major revenue sources for this fund are property taxes, sales taxes, unrestricted revenues from the State, licenses and permits, fines and forfeitures and interest income. Expenditures are made for administration, legislation, public safety, parks and recreation and other services. Lighting and Landscaping Assessment District Special Revenue Fund - Assessments paid by property owners who receive street lighting services and assessments paid by all property owners for landscape and park maintenance are received into this Fund. The income is used to pay energy costs for the street lighting system and community roadside, median and park landscape costs. Regional Traffic Impact Fees Special Revenue Fund - This fund is used to account for development impact fees that are collected to support infrastructure improvements that mitigate the impacts of new development on the local transportation system. American Rescue Plan Act Special Revenue Fund - This fund is used to record the revenues and expenditures of proceeds from the American Rescue Plan Act. Capital Improvement Capital Projects Fund - This Fund receives contributions from the General Fund for future capital improvements, in accordance with the Town’s Capital Improvement Program. Fiduciary Fund Financial Statements Fiduciary Fund Financial Statements include a Statement of Fiduciary Net Position and a Statement of Changes in Fiduciary Net Position. The Town’s Fiduciary Funds represent a Private Purpose Trust Fund and a Custodial Fund. The Fiduciary Funds are accounted for using the full accrual and economic resources measurement focus basis of accounting. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 46 Note 2 – Summary of Significant Accounting Policies (Continued) A. Basis of Presentation, Basis of Accounting, and Measurement Focus (Continued) Fiduciary Fund Financial Statements (Continued) The Town reports the following Private Purpose Trust Fund: Successor Agency Trust Fund - The Successor Agency to the former Community Development Agency (“CDA”) of the Town was established as a result of the passage of Assembly Bill x1 26, which dissolved all Redevelopment Agencies in the State of California effective February 1, 2012. On January 10, 2012 pursuant to Health and Safety Code Section 34173, the Town Council declared that the Town would act in a special limited capacity as Successor Agency for the dissolved CDA, effective February 1, 2012. The Successor Agency is responsible for day to day administration of the former CDA, including identification and payment of enforceable and recognized obligations of the former CDA, and disbursement of available assets. An Oversight board, consisting of seven members, was appointed to supervise the Successor Agency’s wind down of the former CDA. The Town reports the following Custodial Fund: Custodial Fund - This Fund is comprised of assets that are not held in a trust or equivalent arrangement that are held temporarily by the Town on behalf of others. B. Cash and Investments The Town pools its available cash for investment purposes. The Town’s cash and cash equivalents are considered to be cash on hand, demand deposits, and short-term investments with original maturity of three months or less from the date of acquisition. Cash and cash equivalents are combined with investments and displayed as cash and investments. Certain disclosure requirements for deposits and investment risks were made in the following areas:  Interest rate risk  Credit risk  Overall  Custodial credit risk  Concentrations of credit risk In addition, other disclosures are specified including use of certain methods to present deposits and investments, highly sensitive investments, credit quality at year-end and other disclosures. Highly liquid market investments with maturities of one year or less at time of purchase are stated at amortized cost. All other investments are stated at fair value. Market value is used as fair value for those securities for which market quotations are readily available. U.S. GAAP defines fair value, establishes a framework for measuring fair value and establishes disclosures about fair value measurement. Investments, unless otherwise specified, recorded at fair value, are categorized based upon the level of judgment associated with the inputs used to measure their fair value. Levels of inputs are as follows: Level 1 – Inputs are unadjusted, quoted prices for identical the asset or liability in active markets at the measurement date. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 47 Note 2 – Summary of Significant Accounting Policies (Continued) B. Cash and Investments (Continued) Level 2 – Inputs, other than quoted prices included in Level 1, that are observable for the asset or liability through corroboration with market data at the measurement date. Level 3 – Unobservable inputs that reflect management’s best estimate of what market participants would use in pricing the asset or liability at the measurement date. The Town maintains a cash and investment pool, which includes cash balances and authorized investments of all funds, which the Town Treasurer invests to enhance interest earnings. The pooled interest earned is allocated to each fund based on its average monthly cash and investment balances. The Town participates in an investment pool managed by the State of California titled Local Agency Investment Fund (“LAIF”), which has invested a portion of the pool funds in structured notes and asset-backed securities. LAIF’s investments are subject to credit risk with the full faith and credit of the State of California collateralizing these investments. In addition, these structured notes and asset-backed securities are subject to market risk with changes in interest rates. C. Cash and Investments with Fiscal Agents Certain restricted cash and investments are held by fiscal agents for the redemption of bonded debt and for acquisition and construction of capital projects. D. Prepaid Items Certain payments applicable to future accounting periods are recorded as prepaid items. Prepaid items are reported under the consumption method, which recognizes the expenditure/expense in the period associated with the goods consumed or the services rendered. Prepaid items do not reflect current appropriable resources and, thus, an equivalent portion of fund balance is reported as nonspendable in governmental funds. E. Leases Receivable The Town is a lessor for leases of buildings and land and recognizes leases receivable and lease-related deferred inflows of resources in the financial statements. Variable payments based on future performance or usage of the underlying asset are not included in the measurement of the lease receivable. At the commencement of a lease, the lease receivable is measured at the net 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 inflows of resources are initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflows of resources are recognized as revenue over the life of the lease term in a systematic and rational method. Key estimates and judgments include how the Town determines (1) the discount rate it uses to discount the expected lease receipts to present value, (2) lease term, and (3) lease receipts.  The Town uses the average of the LAIF rate and the incremental borrowing rate (IBR) provided by the Town’s financial institution at July 1, 2021 for existing leases or the current rate at the time a new lease is executed. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 48 Note 2 – Summary of Significant Accounting Policies (Continued) E. Leases Receivable (Continued)  The lease term includes the noncancelable period of the lease plus any option periods that are likely to be exercised.  Lease receipts included in the measurement of the lease receivable are composed of fixed payments from the lessee. The Town monitors changes in circumstances that would require a remeasurement of its lease receivables 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. F. Capital Assets Capital assets, which include lands, buildings, improvements, furniture, equipment and infrastructure assets (e.g., roads, bridges, signal systems and similar items) are reported in the applicable governmental activities in the Government-Wide Financial Statements. The Town defines infrastructure as the primary physical assets that allow the Town to conduct its business. The Town's infrastructure assets include:  Street system  Street signal system  Park and recreation lands and improvement systems  Storm water conveyance system  Bridges  Buildings combined with site amenities such as parking and landscaped areas Each major infrastructure system can be divided into subsystems. For example, the street system can be subdivided into the following:  Pavement  Medians  Curb and gutters  Landscaping and land The detail of these subsystems is not presented in the basic financial statements. However, the operating departments maintain information regarding the subsystems. Capital assets are recorded at historical cost or estimated historical cost if actual cost was not available. Donated assets are valued at their estimated acquisition value on the date donated. Town policy has set the capitalization thresholds for reporting capital assets at the following:  All buildings (no threshold)  $20,000 for roads and bridges/box culverts  $10,000 for traffic signals and storm drain pipes  $5,000 for furniture, fixtures, equipment, catch basins and manholes DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 49 Note 2 – Summary of Significant Accounting Policies (Continued) F. Capital Assets (Continued) Depreciation is recorded on a straight-line basis over the useful lives of all other assets, except for infrastructure, as follows: Building and parking lots 40 years Park improvements 5 years Furnitures and equipment 3 - 10 years Infrastructure 30 - 50 years The Town elected to use the Modified Approach as defined by GASB Statement No. 34, Basic Financial Statements – and Management’s Discussion and Analysis – for State and Local Governments, for infrastructure reporting of its streets, concrete and asphalt pavements. This condition assessment will be performed every three years. Each homogeneous segment of Town-owned street was assigned a physical condition based on potential defects. A Pavement Condition Index (PCI) was assigned to each street segment. The PCI is expressed in a continuous scale from 0 to 100, where 0 is assigned to the least acceptable physical condition and 100 is assigned to segments of street that have the physical characteristics of a new street. The following conditions were defined: Very good condition 70 - 100 Good condition 50 - 69 Poor condition 26 - 49 Very poor condition 0 - 25 The Town's policy relative to maintaining the street assets is to achieve an average rating of 65-70 for all street segments. This acceptable rating allows minor cracking and raveling of the pavement along with minor roughness that could be noticeable to drivers traveling at the posted speeds. For all other infrastructure systems, the Town elected to use the Basic Approach as defined by GASB Statement No. 34. The Town appraised its own infrastructure as of July 1, 2001 and has completed an internal update for June 30, 2025. The 2001 appraisal determined the original cost, which is defined as the actual cost to acquire new property in accordance with market prices at the time of first construction/acquisition. Original costs were developed in one of three ways: 1. Historical records; 2. Standard unit costs appropriate for the construction/acquisition date; 3. Present cost indexed by a reciprocal factor of the price increase from the construction/acquisition date to the current date. The accumulated depreciation from the date of construction/acquisition to the current date was computed using industry accepted life expectancies for each infrastructure subsystem. The book value was then computed by deducting the accumulated depreciation from the original cost. G. Unearned Revenues For the Government-wide Financial Statements, unearned revenue is recognized in connection with a transaction before the earnings process is completed. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 50 Note 2 – Summary of Significant Accounting Policies (Continued) G. Unearned Revenues (Continued) For the Governmental Fund Financial Statements, unearned revenues arise when potential revenues do not meet both the "measurable" and "available" criteria for recognition in the current period, which is typically defined as within 90 days after the balance sheet date. Unearned revenues also arise when the government receives resources before it has a legal claim to them, as when grant monies are received prior to incurring qualifying expenditures. In subsequent periods, when both revenue recognition criteria are met or when the government has a legal claim to the resources, unearned revenues are removed from the balance sheet and revenue is recognized. H. Compensated Absences The Town accounts for compensated absences in accordance with GASB Statement No. 101, Compensated Absences. Under this standard, a liability is recognized for leave benefits (such as vacation and sick leave) when the benefits are attributable to services already rendered, accumulate for use in future periods, and are more likely than not to be used or paid. The liability is measured using the employee’s pay rate in effect at the financial statement date and includes salary-related payments. Compensated absences include general leave, which covers vacations up to the cap amount based on years of services and hire date, and is accounted for in accordance with U.S. GAAP. It is the policy of the Town to pay when an employee retires or terminates. This amount is funded at a level that recognizes each employee’s ability to request leave during employment and is included as a liability in the Government-wide Financial Statements. I. Long-Term Debt In the Government-wide Financial Statements, long-term debt is reported as liabilities. Bonds payable are reported net of the applicable bond premium or discount. For Governmental Fund Financial Statements, bond premiums and discounts, as well as bond issuance costs, are recognized during the current period. Bond proceeds are reported as other financing sources net of the applicable premium or discount. Issuance costs, whether or not withheld from the actual net proceeds received, are reported as debt service expenditures. J. Subscription-Based Information Technology Arrangements (SBITAs) The Town has a policy to recognize a SBITA liability and a right‐to‐use subscription asset (SBITA asset) in our financial statements with an initial, individual value of $10,000 or more with a subscription term greater than one year. At the commencement of a subscription, when the subscription asset is placed into service, the SBITA liability is measured at the present value of payments expected to be made during the subscription term. Future subscription payments are discounted using the Town's incremental borrowing rate and the Town recognizes amortization of the discount on the subscription liability as interest expense in subsequent financial reporting periods. SBITA assets are measured as the sum of the initial subscription liability, payments made to the SBITA vendor before the commencement of the lease term, and capitalizable implementation costs less any incentives received from the SBITA vendor at or before the commencement of the subscription term. Subscription assets are amortized using the straight-line method over the subscription term. Key estimates and judgments related to SBITAs include how the Town determines (1) the discount rate it uses to discount the expected subscription payments to present value, (2) subscription term, and (3) subscription payments. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 51 Note 2 – Summary of Significant Accounting Policies (Continued) J. Subscription-Based Information Technology Arrangements (SBITAs) (Continued)  The Town uses the interest rate charged by the SBITA vendor as the discount rate. When the interest rate charged by the SBITA vendor is not provided, the Town generally uses its estimated incremental borrowing rate as the discount rate for SBITAs.  The subscription term includes the period during which the Town has a noncancelable right to use the underlying IT asset. The subscription term also includes periods covered by an option to extend if it is reasonably certain to be exercised.  Subscription payments included in the measurement of the subscription liability are composed of fixed payments and purchase option years that the Town is reasonably certain to exercise. The Town monitors changes in circumstances that would require a remeasurement of a subscription and will remeasure any subscription asset and liability if certain changes occur that are expected to significantly affect the amount of the subscription liability. Right-to-use subscription assets are reported along with other capital assets and subscription liabilities are reported on the statement of net position. K. Deferred Outflows and Inflows of Resources The Statement of Net Position/Balance Sheet reports separate sections for deferred outflows of resources and deferred inflows of resources, when applicable. Deferred Outflows of Resources represent outflows of resources (consumption of net assets) that apply to future periods and that, therefore, will not be recognized as an expense until that time. Deferred Inflows of Resources represent inflows of resources (acquisition of net assets) that apply to future periods and that, therefore, are not recognized as revenue until that time. L. Net Position For the Government-Wide Financial Statements, net position is classified in the following categories: Net Investment in Capital Assets component of net position consists of capital assets net of accumulated depreciation/amortization, reduced by the outstanding balances of bonds, mortgages, notes, subscription liabilities, or other borrowings that are attributable to the acquisition, construction, or improvement of those assets. Restricted component of net position consists of restricted assets reduced by liabilities and deferred inflows of resources related to those assets. Unrestricted component of net position is the amount of the assets, deferred outflows of resources, liabilities, and deferred inflows of resources that are not included in the determination of net investment in capital assets or the restricted component of net position. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 52 Note 2 – Summary of Significant Accounting Policies (Continued) M. Fund Balance In the Governmental Fund Financial Statements, fund balances are classified in the following categories: Nonspendable – Items cannot be spent because they are not in spendable form, such as prepaid items and inventories, items that are legally or contractually required to be maintained intact, such as principal of an endowment or revolving loan funds. Restricted – Restricted fund balances encompass the portion of net fund resources subject to externally enforceable legal restrictions. This includes externally imposed restrictions by creditors, such as through debt covenants, grantors, contributors, laws or regulations of other governments, as well as restrictions imposed by law through constitutional provisions or enabling legislation. Committed – Committed fund balances encompass the portion of net fund resources, the use of which is constrained by limitations that the government imposes upon itself at its highest level of decision making (normally the governing body) and that remain binding unless removed in the same manner. The Town Council is considered the highest authority for the Town. A Town resolution is required to have fund balance committed. Assigned – Assigned fund balances encompass the portion of net fund resources reflecting the government’s intended use of resources. Assignment of resources can be done by the highest level of decision making or by a committee or official designated for that purpose. The Town Council has authorized the Town Manager and the Finance Manager/Treasurer for that purpose. Unassigned – This category is for any balances that have no restrictions placed upon them. The General Fund is the only fund that reports a positive unassigned fund balance amount. In other governmental funds it is not appropriate to report a positive unassigned fund balance amount. However, in governmental funds other than the General Fund, if expenditures incurred for specific purposes exceed the amounts that are restricted, committed, or assigned to those purposes, it may be necessary to report a negative unassigned fund balance in that fund. N. Spending Policies For Government-Wide Financial Statements, when an expense is incurred for purposes for which both restricted and unrestricted net position are available, the Town’s policy is to apply restricted net position first. For Governmental Fund Financial Statements, the Town’s policy is to spend restricted fund balances first, before spending unrestricted fund balances, for expenditures incurred for purposes for which both restricted and unrestricted fund balances are available, except for instances wherein a Town ordinance or resolution specifies the funding source or a fund balance to use. The Town’s policy is that committed and assigned fund balances are considered to have been spent first before unassigned fund balances have been spent, when expenditures are incurred for purposes for which amounts in any of those unrestricted fund balance classifications could be used, except for instances wherein a Town ordinance specifies the fund balance to use. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 53 Note 2 – Summary of Significant Accounting Policies (Continued) O. Property Taxes Property taxes are levied on all taxable real and personal property located within the Town’s boundaries. The County of Contra Costa levies, bills, and collects property taxes and special assessments for the Town. The County remits to the Town the full amount of its property tax and assessment levies under the Teeter Plan, whereby the County advances participating local agencies 100 percent of the current secured tax levies, regardless of actual collections. In exchange, the County retains all penalties and interest on delinquent accounts when collected. Revenue is recognized in the fiscal year for which the tax and assessment are levied. Property taxes attach as an enforceable lien on property as of January 1 and are levied and collected according to the following schedule: Property Tax Secured Unsecured Lien Date January 1 January 1 (Preceding fiscal year) (Preceding fiscal year) Due Date November 1 & February 1 August 31 Delinquent Date December 10 & April 10 September 1 P. Use of Accounting Estimates The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. Estimates are used in connection with the valuation of assets and liabilities, the disclosure of contingent assets and liabilities, and the determination of revenues, expenditures, and expenses, as applicable. Q. Implementation of New GASB Pronouncements During fiscal year ended June 30, 2025, the Town has implemented the following new GASB statements: GASB Statement No. 101 – In June 2022, GASB issued Statement No. 101, Compensated Absences. The objective of this Statement is to better meet the information needs of financial statement users by updating the recognition and measurement guidance for compensated absences. That objective is achieved by aligning the recognition and measurement guidance under a unified model and by amending certain previously required disclosures. Application of this statement had a moderate effect on the Town’s financial reporting for the fiscal year ended June 30, 2025. See Note 15. GASB Statement No. 102 – In December 2023, GASB issued Statement No. 102, Certain Risk Disclosures. The 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 which may limit a government's ability to acquire resources or control spending. Application of this statement is effective for the Town’s fiscal year ending June 30, 2025. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 54 Note 2 – Summary of Significant Accounting Policies (Continued) R. Upcoming Government Accounting Standards Implementation The Town is currently evaluating its accounting practices to determine the potential impact on the financial statements for the following GASB statements: GASB Statement No. 103 – In December 2023, GASB issued Statement No. Financial Reporting Model Improvements. The 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. Application of this statement is effective for the Town’s fiscal year ending June 30, 2026. GASB Statement No. 104 – In September 2024, GASB issued Statement No. 104, Disclosure of Certain Capital Assets. This Statement requires certain types of capital assets to be disclosed separately in the capital assets note disclosures required by Statement 34. Lease assets recognized in accordance with Statement No. 87, Leases, and intangible right-to-use assets recognized in accordance with Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, should be disclosed separately by major class of underlying asset in the capital assets note disclosures. Subscription assets recognized in accordance with Statement No. 96, Subscription-Based Information Technology Arrangements, also should be separately disclosed. In addition, this Statement requires intangible assets other than those three types to be disclosed separately by major class. Application of this statement is effective for the Town’s fiscal year ending June 30, 2026. Note 3 – Cash and Investments The following is a summary of pooled cash and investments, including restricted cash and investments held by the Town, and cash and investments held by fiscal agents, at June 30, 2025: Primary Government Fiduciary Governmental Fund Financial Activities Statements Total Cash and investments 116,405,082$ 2,935,607$ 119,340,689$ Subtotal held by Town 116,405,082 2,935,607 119,340,689 Held by fiscal agents 1,809,649 749,233 2,558,882 Total cash and investments 118,214,731$ 3,684,840$ 121,899,571$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 55 Note 3 – Cash and Investments (Continued) At June 30, 2025, cash and investments, excluding restricted cash and investments held by fiscal agent, are reported at fair value based on quoted market prices. The following table presents the fair value measurements of investments recognized in the accompanying Statement of Net Position measured at fair value on a recurring basis and the level within GASB 72 fair value hierarchy in which the fair value measurements fall at June 30, 2025: Percentage of Measurement Investment Type Fair Value Investments Input Demand deposits 3,149,223$ N/A N/A Investments: U.S. Securities: U.S. Treasury 45,099,925 37.98% Level 2 Federal Securities 19,340,758 16.29% Level 2 Asset Backed Securities 5,254,444 4.42% Level 2 Collateralized Mortgage Obligations 8,718,064 7.34% Level 2 Supranational: Inter-American Dev Bank Note 1,007,610 0.85% Level 2 Int'l Bank Recon & Development 1,488,833 1.25% Level 2 International Finance Corp Note 931,879 0.78% Level 2 U.S. Corporate Notes/FDIC:0.00% Amazon.com Inc. Callable Note 983,711 0.83% Level 2 Apple Inc. Callable 745,293 0.63% Level 2 Apple Inc. Note 464,203 0.39% Level 2 Bank of America NA Callable Note 1,014,183 0.85% Level 2 Bank of NY Mellon Corp Callable Note 1,259,559 1.06% Level 2 Blackrock Funding Inc. 698,425 0.59% Level 2 Caterpillar Financial Service Note 1,017,024 0.86% Level 2 Cisco Systems, Inc.1,012,126 0.85% Level 2 Colgate Palmolive Co. Note 469,101 0.40% Level 2 Honeywell International Callable Note 977,743 0.82% Level 2 John Deere Capital Corp Note 1,006,285 0.85% Level 2 JP Morgan Chase & Co. Callable Note 410,127 0.35% Level 2 Microsoft Callable Note 995,659 0.84% Level 2 Morgan Stanley Bank NA Callable Note 449,259 0.38% Level 2 Paccar Financial Corp. Note 520,376 0.44% Level 2 Pepsico Inc. Callable Note 364,536 0.31% Level 2 State Street Corp Callable Note 1,080,413 0.91% Level 2 Toyota Motor Credit Corp 970,536 0.82% Level 2 Visa Inc. 976,025 0.82% Level 2 Wal-Mart Stores Callable Note 699,370 0.59% Level 2 Local Agency Investment Fund (LAIF) 16,884,795 14.22% N/A Money Market Funds 3,910,086 3.29% N/A Total investments 118,750,348 100.00% Total cash and investments 121,899,571$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 56 Note 3 – Cash and Investments (Continued) Investments securities classified in Level 2 of the fair value hierarchy are valued using prices determined by the use of matrix pricing techniques maintained by the pricing vendors for these securities. Matrix pricing is used to value securities based on the securities’ relationship to benchmark quoted prices. Investments in LAIF are uncategorized as deposits and withdrawls are made on the basis of $1 and not fair value. A. Demand Deposits The carrying amounts of the Town's cash deposits were $3,149,223 at June 30, 2025. Bank balances as of June 30, 2025, were $3,403,114 which were fully insured and collateralized with securities held by the pledging financial institutions in the Town’s name as discussed in the following. The California Government Code (Code) requires California banks and savings and loan associations to secure the Town's cash deposits by pledging securities as collateral. This Code states that collateral pledged in this manner shall have the effect of perfecting a security interest in such collateral superior to those of a general creditor. Thus, collateral for cash deposits is considered to be held in the Town's name. The market value of pledged securities must equal at least 110% of the Town's cash deposits. California law also allows institutions to secure Town deposits by pledging first trust deed mortgage notes having a value of 150% of the Town's total cash deposits. The Town has waived collateral requirements for cash deposits that are fully insured up to $250,000 by the Federal Deposit Insurance Corporation. B. Investments The Town reviews and refines its Investment Policy (Policy) annually, with the most recent revision approved by the Town Council on October 15, 2024. The Policy states that the primary investment objective is safety with investments being legally permitted and sufficiently liquid to meet forecasted needs. Maximization of interest earnings is a secondary objective. Further, the Policy states that the Town Treasurer has the ultimate responsibility to protect, preserve and maintain cash and investments. The Policy also established internal controls and reporting requirements and stipulates "Permitted Investments and Limitation on Investments". DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 57 Note 3 – Cash and Investments (Continued) B. Investments (Continued) The Town is authorized by State statutes (California Government Code 53601) and in accordance with the Town's Policy to invest in the following:  U.S. Treasury Securities  U.S. Government Federal Agencies  Certificates of Deposit  Bankers Acceptances  Commercial Paper (Corporations)  Medium-Term Corporate Notes  Repurchase Agreements collateralized by U.S. Securities or U.S. Government Federal Agencies  California Local Agency Investment Fund (LAIF)  U.S. Government Mortgage Pass-Through Securities  Collateralized Mortgage Obligations (CMOs)  Asset-Backed Securities (ABS)  Money Market Mutual Funds  Passbook Savings and Demand Deposits Accounts Additionally, the Town's Policy specifies the maximum percentage of the total investment portfolio that may be held in each of the aforementioned securities. In addition to State statutes, the Town establishes that funds on deposit in banks must be federally insured or collateralized and investments shall: (1) have maximum maturity not to exceed five years; (2) be laddered and based on cash flow forecasts; and (3) be subject to limitations to a certain percent of the portfolio for each of the authorized investments. Investments were stated at fair value using the aggregate method in all funds and component units, resulting in the following investment earnings in all funds and component units: Interest earnings 4,028,049$ Unrealized gain (loss) on changes in fair value of investments 2,455,655 Total investment earnings 6,483,704$ The Town’s investment practices are in compliance with California Government Code 53601 et seq., and the Town’s Policy. Securities that are purchased and maintain their rating are held to maturity with no exception. Therefore, while GASB Statement No. 31 requires that investments be stated as “fair value” for annual financial reporting purposes, the Town cannot realize either gains or losses in this valuation of the investments. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 58 Note 3 – Cash and Investments (Continued) C. External Investment Pool California Local Agency Investment Fund (LAIF) – The Town is a participant in LAIF, which is regulated by California Government Code Section 16429 under the oversight of the Treasurer of the State of California. As of June 30, 2025, the City had $16,884,795 invested in LAIF. LAIF determines fair value on its investment portfolio based on market quotations for those securities where market quotations are readily available and based on amortized cost or best estimate for those securities where market value is not readily available. LAIF is reported at amortized cost, which approximates fair value. D. Restricted Cash and Investments Held with Fiscal Agent Restricted cash and investments with fiscal agents, which can be only used for specific capital outlays, payment of certain long-term debt and maintaining required reserves, consists of $1,809,649 in the Governmental-wide Statement of Net Position and Balance Sheet – Governmental Funds and $749,233 in the Statement of Fiduciary Net Position. These funds have been invested only as permitted by specific State statutes governing these investments or by applicable Town ordinance, resolution or bond indenture. E. Risk Disclosures Interest Rate Risk As a means of limiting its exposure to fair value losses arising from rising interest rates, the Town’s Policy provides that final maturities of securities limits as follows: Maturity Maximum Investment Up to six months 25% Six months to five years 75% DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 59 Note 3 – Cash and Investments (Continued) E. Risk Disclosures (Continued) Interest Rate Risk (Continued) Specific maturities of investments depend on liquidity needs. At June 30, 2025, the Town's pooled cash and investments had the following maturities: Investment Type Fair Value 1 year or less 1-2 years 2-3 years 3-4 years 4-5 years Demand deposits 3,149,223$ 3,149,223$ -$ -$ -$ -$ Investments: U.S. Securities: U.S. Treasury 45,099,925 13,028,622 12,348,472 10,305,008 3,943,274 5,474,549 Federal Securities 19,340,758 3,000,663 3,532,257 9,795,251 1,537,402 1,475,185 Asset Backed Securities 5,254,444 25,946 275,480 791,587 2,171,822 1,989,609 Collateralized Mortgage Obligations 8,718,064 - 1,970,413 3,777,282 2,970,369 - Supranational: Inter-American Dev Bank Note 1,007,610 - 1,007,610 - - - Int'l Bank Recon & Development 1,488,833 - - - 1,488,833 - International Finance Corp Note 931,879 - 931,879 - - - U.S. Corporate Notes/FDIC: Amazon.com Inc. Callable Note 983,711 - - 983,711 - - Apple Inc. Callable 745,293 745,293 - - - - Apple Inc. Note 464,203 - - - - 464,203 Bank of America NA Callable Note 1,014,183 - 1,014,183 - - - Bank of NY Mellon Corp Callable Note 1,259,559 - - - 1,259,559 - Blackrock Funding Inc. 698,425 - - 698,425 - - Cat erpillar Financial Service Note 1,017,024 - 1,017,024 - - - Cisco Systems, Inc.1,012,126 - 1,012,126 - - - Colgate Palmolive Co. Note 469,101 469,101 - - - - Honeywell International Callable Note 977,743 - 977,743 - - - John Deere Capital Corp Note 1,006,285 - 1,006,285 - - - JP Morgan Chase & Co. Callable Note 410,127 - 410,127 - - - Microsoft Callable Note 995,659 995,659 - - - - Morgan Stanley Bank NA Callable Note 449,259 - 449,259 - - - Paccar Financial Corp. Note 520,376 - 520,376 - - - Pepsico Inc. Callable Note 364,536 - 364,536 - - - State Street Corp Callable Note 1,080,413 - 1,080,413 - - - Toyota Motor Credit Corp 970,536 970,536 - - - - Visa Inc. 976,025 - - 976,025 - - Wal-Mart Stores Callable Note 699,370 699,370 - - - - Local Agency Investment Fund (LAIF) 16,884,795 16,884,795 - - - - Money Market Funds 3,910,086 3,910,086 - - - - Total investments 118,750,348 40,730,071 27,918,183 27,327,289 13,371,259 9,403,546 Total cash and investments 121,899,571$ 43,879,294$ 27,918,183$ 27,327,289$ 13,371,259$ 9,403,546$ Maturities (in years) Credit Risk Credit risk is the risk that a security or a portfolio will lose some or all of its value due to a real or perceived change in the ability of the issuer to repay its debt. According to the Town’s Policy, no more than 5% of the total portfolio may be invested in securities of any single issuer, other than the U.S. Government, its agencies and instrumentalities and LAIF. If a security (other than LAIF) is downgraded by either Moody’s or S&P to a level below the minimum quality required by the Town, the Town will determine whether to retain or liquidate the security based upon criteria set forth in the Town’s Policy. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 60 Note 3 – Cash and Investments (Continued) E. Risk Disclosures (Continued) Credit Risk (Continued) At June 30, 2025, the Town's investments are rated as follows: Moody's S&P Investments: U.S. Securities: U.S. Treasury Aa1 AA+ Federal Securities Aa1 AA+ Asset Backed Securities Aaa AAA Collateralized Mortgage Obligations Aa1 AA+ Supranational: Inter-American Dev Bank Note Aaa AAA Int'l Bank Recon & Development Aaa AAA International Finance Corp Note Aaa AAA U.S. Corporate Notes/FDIC: Amazon.com Inc. Callable Note A1 AA Apple Inc. Callable Aaa AA+ Apple Inc. Note Aaa AA+ Bank of America NA Callable Note Aa2 A+ Bank of NY Mellon Corp Callable Note Aa3 A Blackrock Funding Inc. Aa3 AA- Caterpillar Financial Service Note A2 A Cisco Systems, Inc. A1 AA- Colgate Palmolive Co. Note Aa3 A+ Honeywell International Callable Note A2 A John Deere Capital Corp Note A1 A JP Morgan Chase & Co. Callable Note Aa2 A+ Microsoft Callable Note Aaa AAA Morgan Stanley Bank NA Callable Note Aa3 A+ Paccar Financial Corp. Note A1 A+ Pepsico Inc. Callable Note A1 A+ State Street Corp Callable Note Aa3 A Toyota Motor Credit Corp A1 A+ Visa Inc. Aa3 AA- Wal-Mart Stores Callable Note Aa2 A+ Local Agency Investment Fund (LAIF) Not Rated Not Rated Money Market Funds Aaa AAA Credit Quality Rating Custodial Credit Risk For an investment, custodial credit risk is the risk that, in the event of the failure of the counterparty, the Town will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The Town does not have any custodial credit risk. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 61 Note 4 – Leases Receivable and Lease-Related Deferred Inflows of Resources The Town leases various types of property including land, buildings and easements. Leases receivable consist of agreements with other entities for the “right–to–use” the underlying assets at various locations owned by the Town. The remaining terms of the agreements range from 5 to 30 years. The Town applies an implied interest rate to the total scheduled lease payments to calculate the net present value of the lease receivable. The interest rates used by the Town to calculate the net present value of the lease receivable vary depending on the length of the lease. For the fiscal year ended June 30, 2025, the Town recognized $668,704 in lease revenue and $129,885 in interest revenue, and the outstanding net present value of the lease receivable amount is $5,824,867. A summary of changes in lease receivable for the fiscal year ended June 30, 2025 is as follows: Amounts Amounts Balance Balance due within due in more July 1, 2024 Additions Reductions June 30, 2025 one year than one year 3,546,194$ 2,839,816$ (561,143)$ 5,824,867$ 662,824$ 5,162,043$ As of June 30, 2025, the required payments for these leases, including interest, are: Total Year Ending Lease June 30 Principal Interest Payments 2026 662,824$ 150,281$ 813,105$ 2027 594,046 131,693 725,739 2028 517,284 115,806 633,090 2029 545,966 100,407 646,373 2030 560,909 84,148 645,057 2031-2035 988,291 304,570 1,292,861 2036-2040 602,451 194,179 796,630 2041-2045 375,181 136,668 511,849 2046-2050 477,728 87,394 565,122 2051-2055 500,187 25,940 526,127 Total 5,824,867$ 1,331,086$ 7,155,953$ As of June 30, 2025, the amounts reported as deferred inflows of resources related to leases will be recognized as lease revenue as follows: Year Ending June 30 Total 2026 779,057$ 2027 658,563 2028 545,939 2029 545,639 2030 532,351 2031-2035 1,015,759 2036-2040 557,469 2041-2045 339,172 2046-2050 339,172 2051-2055 288,484 Total 5,601,605$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 62 Note 5 – Capital Assets A. Governmental Activities Summary of changes in capital assets for the year ended June 30, 2025 was as follows: Balance Transfers/ Balance July 1, 2024 Additions Retirements Reclassifications June 30, 2025 Governmental Activities: Capital assets, not being depreciated/amortized: Land 31,821,867$ -$ -$ -$ 31,821,867$ Construction in progress 11,767,848 1,795,718 (6,995) (450,646) 13,105,925 Infrastructure - streets, concrete & asphalt pavements 93,075,885 - - - 93,075,885 Total capital assets not being depreciated/amortized 136,665,600 1,795,718 (6,995) (450,646) 138,003,677 Capital assets being depreciated/amortized: Buildings and parking lots/street 64,393,897 - - - 64,393,897 Park improvements 24,267,438 - - - 24,267,438 Furniture and equipment 5,730,828 351,710 (35,677) - 6,046,861 Subscription assets 331,124 46,231 (216,256) - 161,099 Infrastructure: Drainage system 56,689,603 - - 450,646 57,140,249 Bridges 12,153,067 - - - 12,153,067 Signal system 6,997,956 - - - 6,997,956 Total capital assets being depreciated/amortized 170,563,913 397,941 (251,933) 450,646 171,160,567 Accumulated depreciation/amortization: Buildings and parking lots (16,671,579) (1,507,428) - - (18,179,007) Park improvements (22,973,368) (206,497) - - (23,179,865) Furniture and equipment (4,186,326) (459,688) 35,677 - (4,610,337) Subscription assets (204,429) (100,981) 216,256 - (89,154) Infrast ructure: Drainage system (56,304,123) (24,980) - - (56,329,103) Bridges (8,302,166) (175,403) - - (8,477,569) Signal system (6,065,496) (99,565) - - (6,165,061) Total accumulated depreciation/amortization (114,707,487) (2,574,542) 251,933 - (117,030,096) Total capital assets, being depreciated/amortized, net 55,856,426 (2,176,601) - 450,646 54,130,471 Governmental activities capital assets, net 192,522,026$ (380,883)$ (6,995)$ -$ 192,134,148$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 63 Note 5 – Capital Assets (Continued) A. Governmental Activities (Continued) Depreciation/amortization expenses by program for capital assets for the year ended June 30, 2025, were as follows: Police Services Building $ 19,250 Furniture & equipment (vehicle) 372,755 Subtotal 392,005 Maintenance Services Building 1,053,317 Parking lots 307,158 Park improvements 203,638 Furniture & equipment (vehicle) 59,444 Subtotal 1,623,557 Development Services Furniture & equipment (vehicle) 13,129 Infrastructure - drainage 24,980 Infrastructure - bridge 175,403 Subtotal 213,512 Transportation (Community) Services Infrastructure - signal 99,565 Subtotal 99,565 Administrative Services Building 1,212 Furniture & equipment (vehicle) 13,793 Subscription assets 100,981 Subtotal 115,986 Parks and Recreation Services Building 126,491 Park improvements 2,859 Furniture & equipment (vehicle) 567 Subtotal 129,917 Total depreciation/amortization expense $ 2,574,542 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 64 Note 6 – Interfund Transactions A. Transfers In/Out Transfers in/out for the year ended June 30, 2025, were as follows: Lighting Capital Landscape Improvement Special Capital Non-Major Revenue Projects Governmental Fund Fund Funds Transfers Out (1) (1) (2) Total General Fund 1,350,000$ 7,555,433$ 1,197,000$ 10,102,433$ Non-Major Governmental Funds 100,000 - - 100,000 Total 1,450,000$ 7,555,433$ 1,197,000$ 10,202,433$ Transfers In The following are explanations for the transfers in and out: (1) Transfers in to the Capital Improvement Capital Projects Fund and Lighting and Landscape Special Revenue Fund were to fund various capital projects. (2) Transfers in to the Non-Major Governmental Funds from other Non-Major Governmental Funds were to fund various capital projects. Note 7 – Loans Receivable from Successor Agency to the Former Community Development Agency In fiscal year 2012, the Town’s Successor Agency Trust Fund was established to replace the former Community Development Agency pursuant to state redevelopment agency dissolution legislation (see Note 1 for additional information). The loan receivable represents amounts advanced by the Town to the former Agency under a Cooperative Loan Agreement to finance redevelopment activities. Below are the accounts and transactions as of and for the year ended June 30, 2025: Government-Wide Financial Statements Loans Receivable Cooperative Loan Agreement $ 659,401 Total $ 659,401 Reimbursement from Successor Agency $ 859,018 Governmental Funds Financial Statements General Fund Due from Successor Agency of Former Community Development Agency 659,401$ Total 659,401$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 65 Note 7 – Loans Receivable from Successor Agency to the Former Community Development Agency (Continued) A. Successor Agency (SA) Cooperative Agreement Loan Receivable Prior to the State of California's (State) dissolution of all redevelopment agencies, the Town and the former Community Development Agency (CDA) had entered into a Cooperation Agreement (Agreement), under which the Town advanced funds to the former CDA that were subject to later repayment by the former CDA. The Successor Agency to the former CDA and the Successor Agency's Oversight Board approved re-entry into the Agreement, as provided for in AB 1X 26 (the Dissolution Act). The State Department of Finance determined that the Agreement was not an enforceable obligation, leading the Town to file a lawsuit in the Sacramento County Superior Court (Superior Court) against the State challenging that determination. The Town won its suit in Superior Court, leading to an appeal by the State. In May 2015, the State dismissed its appeal, and at the same time, the Department of Finance accepted the Agreement as an enforceable obligation. As a result, the Town received its first payment in June 2015 under the Agreement. The Agreement incorporated the following payment schedule, which the Successor Agency and the Town will follow when preparing future Recognized Obligation Payment Schedule (ROPS) statements. However, due to the fact that the State refused to allow payment for the first several years post-dissolution, those amounts will be paid in years subsequent to those shown in the Agreement. Therefore, an additional $3,195,604 was approved in addition to the original amount and was recognized as special item in the basic financial statements. Fiscal Year Amount 2026 659,401$ Total 659,401$ Note 8 – Unearned Revenue Unearned revenue in Government-Wide Financial Statements and governmental funds statements represents amounts for which revenues have not been earned. At June 30, 2025, unearned revenues in the Government-Wide Financial Statements and governmental funds statements were as follows: Governmental Activities American Rescue Plan Act unspent funds $ 884,086 Recreation program registration 938,757 Business licenses 209,913 Other 105,613 Total $ 2,138,369 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 66 Note 9 – Long-Term Obligations A. Governmental Activities A summary of changes in long-term debt for the year ended June 30, 2025 is as follows: GASB 101 Due Due in Balance Restatement Net Balance Within More than Description July 1, 2024 (Note 15) Additions Retirements Change June 30, 2025 One Year One Year Publicly offered COPs: 2001 issue 1,245,000$ -$ -$ (395,000)$ -$ 850,000$ 415,000$ 435,000$ 2005 issue 2,865,000 - - (205,000) - 2,660,000 215,000 2,445,000 Subscription liability 74,094 - - (74,094) - - - - Compensated absences 1,305,649 377,348 - - 111,236 1,794,233 965,000 829,233 Total 5,489,743$ 377,348$ -$ (674,094)$ 111,236$ 5,304,233$ 1,595,000$ 3,709,233$ Classification Certificates of Participation – 2001 Issue The Town issued $6,700,000 principal amount of 2001 Certificates of Participation (2001 COPs) on October 1, 2001. The purpose of the 2001 COPs was to provide funds to refund the outstanding 1992 Certificates of Participation, to defease the 1994 Tax Allocation Bonds, and to provide funds for the lease of certain real property and improvements. The 2001 COPs in the amount of $3,745,000 matured on September 1, 2018, and bore interest rates ranging from 3.50% to 4.625%. The 2001 COPs in the amount of $635,000 mature through September 1, 2020, and bear interest at the rate of 4.75% per annum. The 2001 COPs in the amount of $2,320,000 mature through September 1, 2026, and bear interest at the rate of 5.00% per annum. In the event of default, there is no acceleration clause. The Town will only be liable for lease payments on an annual basis as they come due and the trustee woud be required to seek separate judgments for the annual lease payments. The 2001 COPs are payable semiannually on each March 1 and September 1, commencing March 1, 2002 and are subject to optional and mandatory early redemption provisions. The annual debt service requirements for the 2001 COPs outstanding at June 30, 2025 are as follows: For the Years Ending June 30, Principal Interest Total 2026 $ 415,000 $ 32,125 $ 447,375 2027 435,000 10,875 445,875 Total $ 850,000 $ 43,000 $ 893,250 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 67 Note 9 – Long-Term Obligations (Continued) A. Governmental Activities (Continued) Certificates of Participation – 2005 Issue The Town issued $5,600,000 principal amount of 2005 Certificates of Participation (2005 COPs) on March 1, 2005. The purpose of the 2005 COPs was to provide funds to finance the acquisition and improvement of certain property for use as a public parking facility and other capital improvements with the Town. The 2005 COPs in the amount of $3,155,000 mature through March 1, 2026, and bear interest rates ranging from 4.000% to 4.625%. The 2005 COPs in the amount of $965,000 mature through March 1, 2030, and bear interest at the rate of 4.625% per annum. In the event of default, there is no acceleration clause, however, the Town may be forced to relinquish possession and use of the property until the curing of such default. The 2005 COPs in the amount of $1,480,000 mature through March 1, 2035, and bear interest at the rate of 4.625% per annum. The 2005 COPs are payable semiannually on each March 1 and September 1, commencing September 1, 2005. The 2005 COPs are subject to optional and mandatory early redemption provisions. The annual debt service requirements for the 2005 COPs outstanding at June 30, 2025, are as follows: For the Years Ending June 30, Principal Interest Total 2026 $ 215,000 $ 123,025 $ 338,025 2027 225,000 113,082 338,082 2028 235,000 102,675 337,675 2029 245,000 91,806 336,806 2030 260,000 80,475 340,475 2031-2035 1,480,000 211,825 1,691,825 Total $ 2,660,000 $ 722,888 $ 3,382,888 In accordance with the final Recognized Obligation Payment Schedule (ROPS) approved for the Successor Agency to the the former Community Development Agency by the State Department of Finance, the Town receives annual repayments from the Successor Agency in an amount equivalent to the annual principal and interest payments for the 2001 and 2005 COPs. Subscription Liability The Town entered into various subscription-based IT arrangements and has recorded a liability to offset the right- to-use assets. These were calculated using the Town’s incremental borrowing rate of 3.0%. At June 30, 2025, the outstanding balance was $0. Compensated Absences The Town's liability for vested and unpaid compensated absences (accrued vacation and sick pay plus salary- related costs) has been accrued and amounts to $1,794,233 at June 30, 2025. It is estimated that $965,000 will either be used as time off or will be paid out in the next fiscal year. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 68 Note 9 – Long-Term Obligations (Continued) B. Fiduciary Fund Financial Statements Summary of changes in long-term obligations for the year ended June 30, 2025 was as follows: Due Due in Balance Balance Within More than Description July 1, 2024 Additions Retirements June 30, 2025 One Year One Year Loans payable 1,470,000$ -$ (250,000)$ 1,220,000$ 270,000$ 950,000$ Total 1,470,000$ -$ (250,000)$ 1,220,000$ 270,000$ 950,000$ Classification Loan Payable The Authority issued $3,570,000 principal amount of Taxable Revenue Bonds, 2001 Series A (Bonds) on December 1, 2001. The proceeds of the Bonds were loaned to the former CDA pursuant to a Loan Agreement, dated as of December 1, 2001 and used to finance low and moderate income housing project within the project area. The Bonds in the amount of $35,000 matured through August 1, 2006, and bore interest at the rate of 6.15% per annum. The Bonds in the amount of $260,000 mature through August 1, 2011, and bear interest at the rate of 7.25% per annum. The Bonds in the amount of $1,170,000 mature through August 1, 2020, and bear interest at the rate of 8.15% per annum. The Bonds in the amount of $2,105,000 mature through August 1, 2028, and bear interest at the rate of 8.50% per annum. The Bonds are payable seminannually on each February 1 and August 1, commencing August 1, 2002. The Bonds are subject to optional and mandatory early redemption provisions. The Bonds are special obligations of the Authority payable from and secured by loan payments made by the former CDA under the Loan Agreement and certain other amounts on deposit in the funds and accounts established under the Indenture. The Loan Agreement is secured by the tax increment revenues of the former CDA. This loan has been transferred to the Successor Agency Trust Fund. The annual debt service requirements for the Bonds outstanding at June 30, 2025 are as follows: For the Years Ending June 30,Principal Interest Total 2026 $ 270,000 $ 92,225 $ 362,225 2027 290,000 68,425 358,425 2028 315,000 42,713 357,713 2029 345,000 14,663 359,663 Total $ 1,220,000 $ 218,026 $ 1,438,026 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 69 Note 10 – Defined Contribution Pension Plan A. Section 401(a) Qualified Defined Contribution Pension Plan All qualified Town employees participate in the Section 401(a) qualified defined contribution pension plan as allowed under the Internal Revenue Code. The plan type sponsored by the Town is the Money Purchase Plan (Plan), which was last amended on July 1, 2010. The Plan is a defined contribution retirement plan in which the employer's contribution is nondiscretionary and is based on a formula that is not related to profits. The Plan sponsor guarantees no benefit and bears no investment risk while the Plan participants bear all investment risk and have no guaranteed level of benefits. An administrative committee comprised of Town personnel governs the Plan. The Town Council has the authority to establish or amend the Plan's provisions. The Plan's provisions and contribution requirements are established and may be amended by Town Council resolution. Eligible employees begin participating the first day of the month following their employment date of work. The Plan is entirely funded by Town contributions of 15% of the participants' gross pay for employees who contribute 5% of their salary to the deferred compensation plan. The Town's contributions vest at 20% per plan year of uninterrupted employment. Participants are eligible to begin receiving benefits at age 55 and are required to begin receiving benefits no later than April after age 70-1/2. The employees may also roll their funds to another retirement plan upon separation of service. The Town's payroll for employees covered by the Plan for the year ended June 30, 2025, was $10,721,163. Total employee contributions paid by the Town amounted to $1,425,111 or 13.29% of covered payroll and of total payroll. The Plan's assets are invested with Lincoln National Life, a mutual fund company that offers participants multiple mutual fund category selections from which they can choose. As of June 30, 2025, the Plan had 178 participants and the market value of the Plan amounted to $27,018,484. B. Section 415(m) Benefit Restoration Plan Qualified Town employees may participate in a Section 415(m) benefit restoration plan (415 Plan) as allowed under the Internal Revenue Code. The 415 Plan is a qualified governmental excess benefit arrangement for employees who are not able to receive their entire contribution to the Section 401(a) Plan because of the application of Internal Revenue Code Section 415. The 415 Plan is a defined contribution retirement plan in which the employer's contribution is nondiscretionary and is based on a formula that is not related to profits. The Plan sponsor guarantees no benefit and bears no investment risk while the Plan participants bear all investment risk and have no guaranteed level of benefits. Participants are eligible to begin receiving benefits at age 55 and are required to begin receiving benefits no later than April after age 70-1/2. The Plan's assets are invested with a mutual fund company that offers participants multiple mutual fund category selections from which they can choose. Total employee contributions paid by the Town amounted to $66,352. As of June 30, 2025, the Plan had two participants and the market value of the Plan amounted to $622,627. The Defined Contribution Pension Plan and the Benefit Restoration Plan are not included in the accompanying financial statements. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 70 Note 11 – Fund Balance Classification and Net Position At June 30, 2025, fund balances are classified as follows: Regional Traffic Lighting Impact Fee ARPA Capital and Special Special Improvement Non-Major General Landscape Revenue Revenue Project Governmental Fund Fund Fund Fund Fund Funds Total Fund Balances: Nonspendable Prepaid items $ 181,855 $ - $ - $ - $ - $ - $ 181,855 Total nonspendable 181,855 - - - - - 181,855 Restricted Special revenue - 1,317,535 4,651,336 - - 26,647,973 32,616,844 Debt service 852,835 - - - - - 852,835 Total restricted 852,835 1,317,535 4,651,336 - - 26,647,973 33,469,679 Committed Capital projects 18,564,331 - - - 29,356,166 8,955,624 56,876,121 Operating reserve 16,009,768 - - - - - 16,009,768 Contingency 881,348 - - - - - 881,348 Reward fund 10,000 - - - - - 10,000 Compensated absences/personnel 2,215,232 - - - - - 2,215,232 Total committed 37,680,679 - - - 29,356,166 8,955,624 75,992,469 Assigned Economic Development consultant 14,000 - - - - - 14,000 Emergency preparedness COVID-19 85,256 - - - - - 85,256 Engineering software 10,000 - - - - - 10,000 Equipment maintenance 50,000 - - - - - 50,000 Finance consulting services 10,000 - - - - - 10,000 Human resources consulting services 60,000 - - - - - 60,000 Information technology consulting services 22,000 - - - - - 22,000 Information technology equipment 25,000 - - - - - 25,000 Internal services equipment 10,010 - - - - - 10,010 Internal services internet 22,000 - - - - - 22,000 Lighting and landscape - 3,032,098 - - - - 3,032,098 Police management canine supplies 7,000 - - - - - 7,000 Police management equipment 110,000 - - - - - 110,000 Police management software 40,000 - - - - - 40,000 Police management training 20,000 - - - - - 20,000 Town Council 5,000 - - - - - 5,000 Townwide bonus program 26,000 - - - - - 26,000 Townwide special events 20,000 - - - - - 20,000 Transportation consulting services 25,000 - - - - - 25,000 Total assigned 561,266 3,032,098 - - - - 3,593,364 Unassigned (deficit)659,401 - - (218,086) - - 441,315 Total fund balance (deficit)39,936,036$ 4,349,633$ 4,651,336$ (218,086)$ 29,356,166$ 35,603,597$ 113,678,682$ Major Funds Operating Reserve The Town maintains a minimum operating reserve of 20% of the fiscal year operating budget, which may only be used in the event of a financial emergency, subject to Town Council authorization. Town Resolution No. 35-98 defines the purpose and uses of the General Fund operating reserve. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 71 Note 11 – Fund Balance Classification and Net Position (Continued) Net Investment in Capital Assets The details of net investment in capital assets in the Statement of Net Position as of June 30, 2025, are presented below: Governmental Activities Capital assets, not being depreciated 138,003,677$ Capital assets, net of depreciation and amortization 54,130,471 Less: debt related to capital assets 2001 COPs (850,000) 2005 COPs (2,660,000) Less: retentions payable (868,869) Net investment in capital assets 187,755,279$ Note 12 – Risk Management The Town participates in the Municipal Pooling Authority (MPA), a joint powers agreement between 19 cities, which provides insurance coverage for liability, auto, property and workers' compensation claims. Claim liabilities are accrued when it is probable that a loss has occurred and the amount of that loss can be reasonably estimated. The MPA covers claims in an amount up to $29,000,000. The Town has a deductible of $5,000 per claim for liability cases and up to these pay for workers' compensation claims. The MPA is self-insured up to $1,000,000 per claim and has excess coverage to a maximum of $29,000,000. The MPA is governed by a board consisting of representatives from each member municipality. The Board, which controls the operations of the MPA, including the selection of management and the approval of operating budgets, is independent of any influence by member municipalities beyond their representation on the Board. The Town's net general liability premium payments to the MPA in the amount of $1,597,054 for fiscal year 2024/2025 are in accordance with formulas established by the MPA. Actual surpluses or losses are shared according to a formula developed from overall loss costs and spread to member entities on a percentage basis after a retrospective rating. Estimates of deductibles for incurred, but not reported, (IBNR) liability claims are included in the Town's claims estimates and are based upon historical experiences as calculated by the MPA. During the year, the Town did not receive a dividend from the MPA based on the results of prior years' actitivites. The following provides a reconciliation of the amount accrued for estimated out of pocket amounts to be paid for IBNR deductibles: Beginning Claims and Payments for End of Year Changes in Current and of Year Fiscal Year Liability Estimates Prior Years Liability 2022-2023 45,214$ 7,934$ (21,339)$ 31,809$ 2023-2024 31,809 75,395 (41,961) 65,243 2024-2025 65,243 (6,151) (56,189) 2,903 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 72 Note 12 – Risk Management (Continued) The Town has had no settlements that exceeded insurance coverage in the last three fiscal years, and no changes in insurance coverage from the prior year. Because dividends cannot be guaranteed and may fluctuate significantly, these types of results should not be used to forecast future years' results. The Town’s net insurance cost for the year ended June 30, 2025 was the following: Insurance cost 1,227,737$ Less: dividend received - Net insurance cost 1,227,737$ The MPA's audited condensed financial information as of and for the year ended June 30, 2024 (most recently available), are as follows: Total assets 101,905,586$ Total deferred outflows of resources 1,594,333$ Total liabilities 20,965,712$ Total deferred inflows of resources 294,481$ Total net position 27,858,225$ Total operating revenues 56,395,411$ Total operating expenses 57,643,086$ Net operating (loss)(1,247,675)$ Non-operating revenues (expenses)4,842,168$ Change in net position 3,594,493$ Detailed financial information may be obtained from the Municipal Pooling Authority (MPA) in Walnut Creek, California. Note 13 – Commitments and Contingencies Lawsuits The Town is a defendant in a number of lawsuits which have arisen in the normal course of business. While substantial damages are alleged in some of these actions, their outcome cannot be predicted with certainty. In the opinion of the Town Attorney, these actions, when finally adjudicated, will not have a material adverse effect on the financial position of the Town. Annual Appropriations Under Article XIIIB of the California Constitution (the Gann Spending Limitation Initiative), the Town is restricted as to the amount of annual appropriations, and if certain proceeds of taxes exceed allowed appropriations, the excess must either be refunded to the State Controller or refunded to the taxpayers through revised tax rates or revised fee schedules. For the fiscal year ended June 30, 2025, the Town’s appropriations limit totals $51,850,346 and the Town’s appropriations subject to limitation were $25,270,077. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 73 Note 13 – Commitments and Contingencies (Continued) 2025 Appropriation Limit Proposition 4, passed by the voters in 1978, requires that the Town Council adopt an annual appropriation limit for proceeds of taxes. This limit fixes the amount of general tax revenue that can be appropriated in a given fiscal year. Any excess must be returned to the taxpayers. The limit is adjusted each year by established adjustment factors. Proposition 111, passed by the voters in June 1990, allows each local agency's governing body to annually choose which adjustment factors are to be used. The Town Council has the discretion to choose one of two inflation factors: (1) population growth in California per capita income or (2) growth in nonresidential assessed valuation from new construction within the Town. Additionally, the Town Council may choose from one of two population adjustment factors: population growth within the Town or population growth within Contra Costa County. The Town chose to use the population growith within Contra Costa County. The chosen population adjustment factor is multiplied by the growth in California per capita income. Construction Commitments The Town has several outstanding or planned construction projects as of June 30, 2025. These projects are evidenced by contractual commitments with contractors. As of June 30, 2025, the Town's outstanding contractual commitments amount were $2,261,595. Note 14 – Other Required Disclosures A. Expenditures Exceeding Appropriations For the year ended June 30, 2025, the following funds had excess expenditures over appropriations, which are expected to be covered with existing fund balance or had sufficient available revenue: Excess Expenditures Fund Function over Appropriations American Rescue Plan Act Special Revenue Fund Development services 3,029,926$ American Rescue Plan Act Special Revenue Fund Capital outlay 769,042 Gas Tax Special Revenue Fund Administrative services 1,249 Child Care Special Revenue Fund Administrative services 22 Measure C/J Special Revenue Fund Capital outlay 1,830,938 General Development Impact Fees Special Revenue Fund Recreation, arts, and community services 79,629 Public Safety Special Revenue Fund Administrative services 171 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Notes to the Basic Financial Statements (Continued) For the Year Ended June 30, 2025 74 Note 14 – Other Required Disclosures (Continued) B. Deficit Net Position/Fund Balance The following funds have deficit fund balance or net position at June 30, 2025: Fund Balance American Rescue Plan Act Special Revenue Fund (218,086)$ Successor Agency Private Purpose Trust Fund (1,218,617) Deficit balances in governmental funds are expected to be covered by future revenues or General Fund subsidy. The deficit fund balance in the Successor Agency private-purpose trust fund is expected to be covered by receipt of tax increment funding. Note 15 – Prior Period Adjustment – Change in Accounting Principle Beginning net position on the government-wide statement of activities has been restated as follows in order to implement GASB Statement No. 101, Compensated Absences: Governmental Activities Net position July 1, 2024, as previously report e 299,493,013$ GASB 101 implementation (377,348) Restated net postion July 1, 2024 299,115,665$ DRAF T 1 1 . 2 4 . 2 0 2 5 75 REQUIRED SUPPLEMENTARY INFORMATION (UNAUDITED) DRAF T 1 1 . 2 4 . 2 0 2 5 76 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) For the Year Ended June 30, 2025 77 Note 1 – Budgetary Information The Town follows these procedures in establishing the budgetary data for all governmental funds except for capital projects funds:  Town Council determines community needs, priorities and opportunities for the upcoming year commencing July 1.  By June 30, the Town Manager submits to the Town Council a proposed operating budget for the year commencing July 1. The operating budget includes proposed expenditures and the means of financing them.  Public hearings are conducted to obtain taxpayer comments.  The budget is legally enacted through passage of a resolution during a Town Council meeting in the month of June.  The legal level of budgetary control is at the program level. The Town Manager is authorized to transfer budgeted amounts within an activity, for example, within a program (legal, finance, etc.). The Town Manager is able to authorize the purchase of office equipment instead of the original budgeted for expense to pay for consultants, for example. However, any revisions that alter the total expenditures (increase/decrease budget for a program) must be approved by the Town Council.  Formal budgeting is employed as a management control device during the year.  Budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America (U.S. GAAP). Budgeted amounts are as originally adopted or as amended by the Town Council. Individual amendments were not material in relation to the original appropriations. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Budgetary Comparison Schedules For the Year Ended June 30, 2025 78 General Fund Variance Original Final From Final Budget Budget Actual Budget REVENUES: Property taxes $ 18,358,780 $ 18,358,780 $ 20,765,297 $ 2,406,517 Sales taxes 6,565,000 6,565,000 6,932,759 367,759 Other taxes 2,574,000 2,574,000 2,664,129 90,129 Charges for services 2,206,165 2,206,165 2,157,074 (49,091) Licenses and permits 350,000 350,000 347,219 (2,781) Intergovernmental 1,200 38,739 160,716 121,977 Fines and forfeitures 150,000 150,000 157,875 7,875 Use of money and property 1,113,163 1,551,221 5,819,518 4,268,297 Reimbursement from Successor Agency 784,625 859,018 74,393 Miscellaneous 130,000 434,220 931,575 497,355 Total revenues 31,448,308 33,012,750 40,795,180 7,782,430 EXPENDITURES: Current: General government Town Council 262,278 395,889 319,995 75,894 Town Manager 1,156,752 1,183,361 857,863 325,498 Town Attorney 481,502 517,266 576,848 (59,582) Town Clerk 318,813 348,935 317,033 31,902 Community outreach 372,071 398,071 341,507 56,564 Economic development 515,319 535,978 358,222 177,756 Total general government 3,106,735 3,379,500 2,771,468 608,032 Police services Administration 2,097,885 2,211,980 2,002,692 209,288 Patrol 6,724,517 6,828,179 5,855,259 972,920 Traffic 1,290,946 1,292,946 1,186,614 106,332 Investigations 1,175,519 1,200,353 1,086,417 113,936 PS Youth Services 603,590 603,590 490,632 112,958 Emergency preparedness 134,863 228,772 106,167 122,605 Total police services 12,027,320 12,365,820 10,727,781 1,638,039 Maintenance services Management 445,608 564,936 533,614 31,322 Building maintenance 540,745 1,108,564 1,108,030 534 Park maintenance 1,442,347 1,483,316 1,398,705 84,611 Equipment maintenance 421,500 481,313 343,142 138,171 Total maintenance services 2,850,200 3,638,129 3,383,491 223,316 Development services Management 31,338 31,338 26,427 4,911 Planning 239,594 239,594 223,462 16,132 Engineering 152,014 156,014 145,025 10,989 Capital project management 721,683 721,683 710,450 11,233 Transportation 23,667 - 23,667 Total development services 1,144,629 1,172,296 1,105,364 66,932 (Continued) DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Budgetary Comparison Schedules (Continued) For the Year Ended June 30, 2025 79 General Fund (Continued) Variance Original Final From Final Budget Budget Actual Budget EXPENDITURES (C on ti n u e d): Current (Continued): Administrative services Management 357,370 357,370 345,741 11,629 Finance 762,495 818,679 670,022 148,657 Information technology 805,809 892,319 630,055 262,264 Animal control 467,608 467,608 467,608 - Human resources 486,707 577,152 364,979 212,173 Risk management 292,012 382,833 232,524 150,309 Internal services 189,882 209,882 183,567 26,315 Total administrative services 5,029,983 5,373,943 4,562,596 811,347 Recreation, arts, and community services Management 393,545 393,545 390,274 3,271 Sports and fitness 736,349 739,779 720,439 19,340 Facilities management 654,873 654,873 654,048 825 Culture arts 774,639 774,639 767,614 7,025 Youth services 577,816 577,816 535,722 42,094 Teen services 441,648 441,648 404,052 37,596 Adult services 159,857 159,857 138,394 21,463 Senior services 394,481 399,445 345,500 53,945 Special events 322,783 333,641 289,920 43,721 Total recreation, arts, and community services 4,455,991 4,475,243 4,245,963 226,009 Debt service: Principal - 674,094 674,094 - Interest - 184,924 184,924 - Total expenditures 28,614,858 31,263,949 27,655,681 3,573,675 REVENUES OVER (UNDER) EXPENDITURES 2,833,450 1,748,801 13,139,499 4,208,755 OTHER FINANCING SOURCES (USES): Proceeds from sale of propert - - 1,212 1,212 Transfers out - - (10,102,433) (10,102,433) Total other financing sources (uses) - - (10,101,221) (10,101,221) NET CHANGE IN FUND BALANCE $ 2,833,450 $ 1,748,801 3,038,278 $ 1,289,477 FUND BALANCE: Beginning of year 36,897,758 End of year $ 39,936,036 (Concluded) DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Budgetary Comparison Schedules (Continued) For the Year Ended June 30, 2025 80 Lighting and Landscape Assessment District Special Revenue Fund Variance Original Final From Final Budget Budget Actual Budget REVENUES: Special assessments $ 3,031,856 $ 3,031,856 $ 3,053,116 $ 21,260 Use of money and property 8,999 8,999 126,510 117,511 Miscellaneous 88,898 88,898 137,081 48,183 Total revenues 3,129,753 3,129,753 3,316,707 186,954 EXPENDITURES : Current: Maintenance services Capital project management 257,470 228,656 - 228,656 Total maintenance services 257,470 228,656 - 228,656 Development services Engineering 269,566 269,599 35,609 233,990 Total development services 269,566 269,599 35,609 233,990 Lighting and landscape Building maintenance 540,745 542,682 542,553 129 Park maintenance 1,442,914 1,483,883 1,385,133 98,750 Roadside maintenance 2,321,358 2,407,241 2,037,164 370,077 Street light maintenance 919,244 919,244 761,690 157,554 Total lighting and landscape 5,224,261 5,353,050 4,726,540 626,510 Administrative services Finance 2,616 294,655 294,072 583 Total administrative services 2,616 294,655 294,072 583 Total expenditures 5,753,913 6,145,960 5,056,221 1,089,739 REVENUES OVER (UNDER) EXPENDITURES (2,624,160) (3,016,207) (1,739,514) 1,276,693 OTHER FINANCING SOURCES (USES) Transfers in 1,450,000 1,450,000 1,450,000 - Total other financing sources (uses) 1,450,000 1,450,000 1,450,000 - NET CHANGE IN FUND BALANCE $ (1,174,160) $ (1,566,207) (289,514) $ 1,276,693 FUND BALANCE: Beginning of year 4,639,147 End of year $ 4,349,633 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Budgetary Comparison Schedules (Continued) For the Year Ended June 30, 2025 81 Regional Traffic Impact Fees Special Revenue Fund Variance Original Final From Final Budget Budget Actual Budget REVENUES: Development fees -$ -$ 125,705$ 125,705$ Use of money and property - - 99,709 99,709 Miscellaneous 1,310 1,310 - (1,310) Total revenues 1,310 1,310 225,414 224,104 EXPENDITURES: Current: Development services Capital project management 1,705,082 1,542,852 84,110 1,458,742 Total development services 1,705,082 1,542,852 84,110 1,458,742 Administrative services Finance 11,437 11,437 2,128 9,309 Total administrative services 11,437 11,437 2,128 9,309 Total expenditures 1,716,519 1,554,289 86,238 1,468,051 NET CHANGE IN FUND BALANCE (1,715,209)$ (1,552,979)$ 139,176 1,692,155$ FUND BALANCE: Beginning of year 4,512,160 End of year 4,651,336$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Budgetary Comparison Schedules (Continued) For the Year Ended June 30, 2025 82 American Rescue Plan Act Special Revenue Fund Variance Original Final From Final Budget Budget Actual Budget REVENUES: Intergovernmental -$ -$ 3,798,968$ 3,798,968$ Total revenues - - 3,798,968 3,798,968 EXPENDITURES: Current: Development services Capital project management - - 3,029,926 (3,029,926) Total development services - - 3,029,926 (3,029,926) Capital outlay - - 769,042 (769,042) Total expenditures - - 3,798,968 (3,798,968) NET CHANGE IN FUND BALANCE -$ -$ - -$ FUND BALANCE (DEFICIT): Beginning of year (218,086) End of year (218,086)$ DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Modified Approach for Town Street Infrastructure Assets For the Year Ended June 30, 2025 83 The Town defines infrastructure as the basic physical assets including the street system; traffic control improvements; park and recreation lands and improvement system; storm water conveyance systems; and site amenities such as parking and landscaped areas used by the Town in the conduct of its business. Each major infrastructure system can be divided into subsystems. For example, the street system can be divided into asphalt pavements, concrete curb and gutters, medians, traffic control devices (signs, signals and pavement markings), landscaping and land. Subsystem detail is not presented in these Basic Financial Statements; however, the Town maintains detailed information on these subsystems. The Town has elected to use the "Modified Approach" for infrastructure reporting for its Streets Pavement System. Eligible infrastructure capital assets are not required to be depreciated under the following requirements:  The Town manages the eligible infrastructure capital assets using an asset management system with characteristics of: (1) an up-to-date inventory; (2) perform condition assessments and summarize the results using a measurement scale; and (3) estimate annual amount to maintain and preserve at the established condition assessment level.  The Town documents that the eligible infrastructure capital assets are being preserved approximately at or above the established and disclosed condition assessment level. In April 2024, the Town commissioned a study to update the physical condition assessment of the arterials and collector for residential streets. The prior assessment study was completed in September 2023. The streets, primarily asphalt pavements, were defined as all physical features associated with the operation of motorized vehicles that exist within the limits of right of way. Town owned streets are classified based on land use, access and traffic utilization into the following four classifications: arterial/major, secondary, collector and local. This condition assessment will be performed at least every three years. Street assessments have historically been funded with grants and performed approximately every three years. Each street was assigned a physical condition based on potential defects. A Pavement Condition Index (PCI), a nationally recognized index, was assigned to each street and expressed in a continuous scale from 0 to 100, where 0 is assigned to the least acceptable physical condition and 100 is assigned to the physical characteristics of a new street. The following conditions were defined: PCI Conditions PCI Rating Very Good 70-100 Good 50-69 Poor 26-49 Very Poor 0-25 DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Required Supplementary Information (Unaudited) (Continued) Modified Approach for Town Street Infrastructure Assets (Continued) For the Year Ended June 30, 2025 84 The Town's policy is to achieve a minimum average rating of 70 for all streets, which is a "very good" rating. As of June 30, 2025, the Town’s street system was rated at a PCI index of 80 on the average with the detail condition as follows: Street Condition % of Streets Very Good (PCI 70-100)84% Good (PCI 50-69)12% Poor (PCI 26-49)3% Very Poor (PCI 0-25)1% 100% The Town’s streets are constantly deteriorating as a result of following four factors: (1) traffic using the streets; (2) the sun’s ultra-violet rays drying out and breaking down the top layer of pavement; (3) utility company/private development interests trenching operations; and (4) water damage from natural precipitation and other urban runoff. The Town is continuously taking actions to arrest the deterioration through short-term maintenance activities such as pothole patching, street sweeping, and sidewalk repairs. The Town expended $3,140,991 of the General Fund monies on street maintenance for the fiscal year ended June 30, 2025. These expenditures delayed deterioration. The Town has estimated that the amount of annual expenditures required to maintain the Town’s streets at the average PCI rating of 70 through the year 2025 is a minimum of $3,000,000. A schedule of estimated annual amount calculated to maintain and preserve its streets at the current level compared to actual expenditures for street maintenance for the last ten years is presented below. The availability and use of other funds has enabled the Town to maintain the underlying drainage, associated curbs and gutters and to repair small but costly pavement areas needing complete replacement. Other Funds Total PCI Fiscal Year Final Budget Actual Actual Actual Rating 2015-16 $ 3,000,000 $ 684,250 $ 708,280 $ 1,392,530 76 2016-17 3,000,000 1,417,001 2,986,762 4,403,763 75 2017-18 3,000,000 6,184,143 1,906,277 8,090,420 80 2018-19 3,000,000 3,629,281 3,865,363 7,494,644 78 2019-20 3,000,000 966,845 140,711 1,107,556 81 2020-21 - 1,792,695 256,185 2,048,880 81 2021-22 250,000 294,363 2,103,352 2,397,715 80 2022-23 900,000 2,649,980 523,839 3,173,875 77 2023-24 5,086,541 3,720,080 4,138,251 7,858,331 78 2024-25 995,000 3,140,991 13,388,513 16,529,504 80 General Fund The Town also has an on-going street rehabilitation program funded in the Capital Improvement Program that is intended to improve the condition rating of Town streets. The rehabilitation program is formulated based on deficiencies identified as a part of its Pavement Management System. As of June 30, 2025, approximately 16% of the Town's streets were rated below the average standard of 70. The Town will continue to rehabilitate these segments of the streets. Total deficiencies (deferred maintenance) identified in the Pavement Management System amounted to approximately $20,000,000 for all streets. DRAF T 1 1 . 2 4 . 2 0 2 5 85 SUPPLEMENTARY INFORMATION DRAF T 1 1 . 2 4 . 2 0 2 5 86 This page intentionally left blank.DRAF T 1 1 . 2 4 . 2 0 2 5 87 NON-MAJOR GOVERNMENTAL FUNDS DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Non-Major Governmental Funds 88 SPECIAL REVENUE FUNDS PEG Fund Any state video franchisee offering service within the Town pays sixty cents ($0.60) per month per subscriber to support Public, Educational and Governmental ("PEG") channel facilities. This fund is restricted to capital expenditures allowing the Town to provide PEG programming to residents. Gas Tax Fund This fund is used to account for the portion of the taxes paid on the purchase of gasoline, which the Town receives from the State of California. Use of the fund is restricted to street and related improvements and maintenance costs. Building/Planning Fund This fund receives fees for planning applications and permits and building inspection and plan review fees collected during the building permit process. Use of this fund is restricted to offsetting the costs of providing building and planning services to permittees. Development Engineering Fund This fund receives fees for permits and plan review for engineering and subdivision applications. Use of this fund is restricted to offsetting the costs of providing these services. Child Care Fund This Fund receives child care fees paid by new developments. All funds are restricted to the development or promotion of child care facilities within Danville. Stormwater Pollution Control Program (SPCP) Fund This Fund is used to account for National Pollution Discharge Elimination Services (NPDES) assessments paid by property owners for administration, inspection and maintenance of storm drain systems, including street sweeping, necessary to comply with the stormwater pollution permits issued by the Regional Water Quality Control Board. Measure C/J Fund Since 1988, Contra Costa County voters have paid a one-half cent sales tax for transportation purposes to be collected through 2034. Eighteen percent of the funds collected throughout the County are distributed back to each local jurisdiction on the basis of population and road miles. Receipt of these funds is tied to compliance with the Town’s General Plan Growth Management Element. Use of this fund is restricted to street and pavement management and transportation planning. Donations and Contributions Fund The Town receives donations and contributions for selected programs such as the police K-9 program and downtown beautification. Use of these funds is restricted to the specific terms of the individual donation. General Development Impact Fees Fund The Town levies a number of development impact fees to mitigate the impacts of new development, primarily transportation impact fees. The use of these funds is limited by the specific purpose of the individual fee and the impact to be mitigated. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Non-Major Governmental Funds (Continued) 89 SPECIAL REVENUE FUNDS Public Safety Fund Special revenues for police programs are reported in this fund. Included are Supplemental Law Enforcement Services Funds (SLESF) funds provided by the State, Abandoned Vehicle and Asset Seizure revenues. The use of these funds is limited to use by the Police Department by the specific purpose of the fee. Old Town Parking In-Lieu Fund A development impact mitigation fee imposed on new developments in the Downtown Business District which rely, at least in part, on off-site public parking. Use of the Fund is restricted to the provision of additional Town-owned parking. Solid Waste Vehicle Impact Fee Fund This fund receives impact fees collected through the solid waste franchise to partially offset the impacts associated with solid waste, recycling and yard waste refuse vehicles using Town streets. The use of this Fund is restricted to street and pavement rehabilitation. Low and Moderate Income Housing Fund Prior to the State of California’s dissolution of redevelopment agencies in 2011, the Town’s Community Development Agency (CDA) maintained a Low and Moderate-Income Housing Fund as required by the law. Upon dissolution, the Town opted to create a Successor Housing Agency to assume all of the housing assets and liabilities of the former CDA. The use of this Fund is restricted to the creation, rehabilitation or addition of low or moderate- income housing within the Town. CAPITAL PROJECTS FUNDS Asset Replacement General Fund Contributions are made into this Fund from the General Fund for the eventual replacement and refurbishment of fixed assets. Asset Replacement Library Fund Contributions are made into this Fund from private donations and the General Fund for the eventual replacement and refurbishment of Library equipment. Civic Facilities Capital Projects Fund This Fund receives contributions from the General Fund and is used to account for the construction of community facilities such as the Danville Library, Community Center, Town Offices, Oak Hill Park Community Center and future new park and recreation facilities. Park Facilities Fund Contributions are made into this Fund from the General Fund for the construction and renovation of parks within the Town. Northeast Road Improvements Assessment District Fund During the period from 1985 to 1990, the Northeast Road Improvements Assessment District (NERIAD) were formed within the Town of Danville to construct improvements in these areas. DRAF T 1 1 . 2 4 . 2 0 2 5 Town of Danville Non-Major Governmental Funds (Continued) 90 Tassajara Road Improvements Assessment District Fund Assessment District formed for the Tassajara Ranch developments to fund the development of Diablo Vista Park, traffic improvements to mitigate project related impacts, and maintenance of existing improvements for the benefit of district properties. Sycamore Valley Assessment District Fund Development impact fees are collected on residential units in excess of the original 278 units located within the Sycamore Valley Benefit District. Funds are used for traffic mitigation, projects and maintenance of existing improvements for the benefit of the benefit district properties. Technology Fund This Fund receives ad-hoc contributions from the General Fund and other sources for the implementation of the Town's five-year Technology Master Plan. DRAF T 1 1 . 2 4 . 2 0 2 5 Building/ Development PEG Gas Tax Planning Engineering Child Care ASSETS Cash and investments $ 111,952 $ 4,056,657 $ 8,139,707 $ 3,072,845 $ 372,875 Cash and investments with fiscal agent - - - - - Receivables (net of allowances): Accounts 12,740 125,370 300 - - Interest 554 22,761 - - 2,112 Total assets $ 125,246 $ 4,204,788 $ 8,140,007 $ 3,072,845 $ 374,987 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 4,443 80,869 8,185 22,818 58 Accrued wages - 18,858 44,673 5,948 - Retention payable 7,043 160,137 - - - Deposits payable - - - 42,670 - Unearned revenue - 30,120 11,940 - - Total liabilities 11,486 289,984 64,798 71,436 58 Fund Balances: Restricted 113,760 3,914,804 8,075,209 3,001,409 374,929 Committed - - - - - Total fund balances 113,760 3,914,804 8,075,209 3,001,409 374,929 Total liabilities and fund balances $ 125,246 $ 4,204,788 $ 8,140,007 $ 3,072,845 $ 374,987 (Continued) Town of Danville Non-Major Governmental Funds Combining Balance Sheet June 30, 2025 Special Revenue 91 DRAF T 1 1 . 2 4 . 2 0 2 5 Stormwater Pollution Donation General Control and Development Public Program Measure C/J Contributions Impact Fees Safety ASSETS Cash and investments $ 2,060,361 $ (235,133) $ 318,256 $ 3,007,176 $ 653,340 Cash and investments with fiscal agent - - - - - Receivables (net of allowances): Accounts 97,927 1,075,964 - - 4,563 Interest 11,197 (2,606) 1,816 15,864 4,738 Total assets $ 2,169,485 $ 838,225 $ 320,072 $ 3,023,040 $ 662,641 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 41,076 63,739 53 464 100 Accrued wages 5,163 3,316 - - - Retention payable - 181,971 - 24,984 - Deposits payable - - - - - Unearned revenue - - - - - Total liabilities 46,239 249,026 53 25,448 100 Fund Balances: Restricted 2,123,246 589,199 320,019 2,997,592 662,541 Committed - - - - - Total fund balances 2,123,246 589,199 320,019 2,997,592 662,541 Total liabilities and fund balances $ 2,169,485 $ 838,225 $ 320,072 $ 3,023,040 $ 662,641 (Continued) Town of Danville Non-Major Governmental Funds Combining Balance Sheet (Continued) June 30, 2025 Special Revenue 92 DRAF T 1 1 . 2 4 . 2 0 2 5 Low and Old Town Solid Waste Moderate Asset Asset Parking In- Vehicle Impact Income Replacement Replacement Lieu Fees Housing General Library ASSETS Cash and investments $ 690,966 $ 1,824,272 $ 2,103,388 $ 4,169,640 $ 818,856 Cash and investments with fiscal agent - - - - - Receivables (net of allowances): Accounts - - - - - Interest 3,835 - 12,958 22,122 3,703 Total assets $ 694,801 $ 1,824,272 $ 2,116,346 $ 4,191,762 $ 822,559 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 105 1,050 346 8,316 22,516 Accrued wages - - - - - Retention payable - 158,653 - - - Deposits payable - - - - - Unearned revenue - - - - - Total liabilities 105 159,703 346 8,316 22,516 Fund Balances: Restricted 694,696 1,664,569 2,116,000 - - Committed - - - 4,183,446 800,043 Total fund balances 694,696 1,664,569 2,116,000 4,183,446 800,043 Total liabilities and fund balances $ 694,801 $ 1,824,272 $ 2,116,346 $ 4,191,762 $ 822,559 (Continued) Town of Danville Non-Major Governmental Funds Combining Balance Sheet (Continued) June 30, 2025 Special Revenue Capital Projects 93 DRAF T 1 1 . 2 4 . 2 0 2 5 Northeast Road Tassajara Sycamore Improvements Ranch Valley Civic Park Special Assessment Assessment Facilities Facilities Assessment District District ASSETS Cash and investments $ 365,276 $ 2,331,049 $ 215,923 $ 21,645 $ 17,368 Cash and investments with fiscal agent - - 956,814 - - Receivables (net of allowances): Accounts - - - - - Interest 2,297 11,971 9,525 124 56 Total assets $ 367,573 $ 2,343,020 $ 1,182,262 $ 21,769 $ 17,424 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 64 40,724 87,725 - - Accrued wages - - - - - Retention payable 180 - - - - Deposits payable - - - - - Unearned revenue - - - - - Total liabilities 244 40,724 87,725 - - Fund Balances: Restricted - - - - - Committed 367,329 2,302,296 1,094,537 21,769 17,424 Total fund balances 367,329 2,302,296 1,094,537 21,769 17,424 Total liabilities and fund balances $ 367,573 $ 2,343,020 $ 1,182,262 $ 21,769 $ 17,424 (Continued) Capital Projects Town of Danville Non-Major Governmental Funds Combining Balance Sheet (Continued) June 30, 2025 94 DRAF T 1 1 . 2 4 . 2 0 2 5 Capital Projects Total Non-Major Technology Governmental Fund Funds ASSETS Cash and investments $ 168,780 $ 34,285,199 Cash and investments with fiscal agent - 956,814 Receivables (net of allowances): Accounts - 1,316,864 Interest - 123,027 Total assets $ 168,780 $ 36,681,904 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable - 382,651 Accrued wages - 77,958 Retention payable - 532,968 Deposits payable - 42,670 Unearned revenue - 42,060 Total liabilities - 1,078,307 Fund Balances: Restricted - 26,647,973 Committed 168,780 8,955,624 Total fund balances 168,780 35,603,597 Total liabilities and fund balances $ 168,780 $ 36,681,904 (Concluded) Town of Danville Non-Major Governmental Funds Combining Balance Sheet (Continued) June 30, 2025 95 DRAF T 1 1 . 2 4 . 2 0 2 5 Building/ Development PEG Gas Tax Planning Engineering Child Care REVENUES: Special assessments -$ -$ -$ -$ -$ Other taxes 53,662 2,401,204 - - - Charges for services - - 576,262 513,594 - License and permits - - 5,232 - - Development fees - - 2,560,531 7,664 14,086 Intergovernmental - - 6,011 - - Use of money and property 6,024 158,757 - - 11,129 Miscellaneous - 5,610 - - - Total revenues 59,686 2,565,571 3,148,036 521,258 25,215 EXPENDITURES: Current: General government 39,620 - - - - Police services - - - - - Maintenance services - 949,448 - - - Development services - 3,547,588 2,030,275 433,926 39,500 Administrative services 153 6,599 - - 846 Recreation, arts & community services - - - - - Capital outlay 159,155 - - - - Total expenditures 198,928 4,503,635 2,030,275 433,926 40,346 REVENUES OVER (UNDER) EXPENDITURES (139,242) (1,938,064) 1,117,761 87,332 (15,131) OTHER FINANCING SOURCES (USES): Transfers in - - - - - Transfers out (50,000) - (50,000) - - Total other financing sources (uses)(50,000) - (50,000) - - NET CHANGE IN FUND BALANCES (189,242) (1,938,064) 1,067,761 87,332 (15,131) FUND BALANCES: Beginning of year 303,002 5,852,868 7,007,448 2,914,077 390,060 End of year 113,760$ 3,914,804$ 8,075,209$ 3,001,409$ 374,929$ (Continued) Town of Danville Non-Major Governmental Funds Combining Schedule of Revenues, Expenditures and Changes in Fund Balances For the Year Ended June 30, 2025 Special Revenue 96 DRAF T 1 1 . 2 4 . 2 0 2 5 Stormwater Pollution Donation General Control Measure and Development Public Program C/J Contributions Impact Fees Safety REVENUES: Special assessments 579,153$ -$ -$ -$ -$ Other taxes - - - - - Charges for services 2,406 - - - - License and permits - - - - - Development fees - - - 517,459 - Intergovernmental 10,944 638,793 - - 213,120 Use of money and property 59,502 53,434 9,028 92,910 22,562 Miscellaneous - 6,667 13,336 20,438 - Total revenues 652,005 698,894 22,364 630,807 235,682 EXPENDITURES: Current: General government - - 500 - - Police services - - - - 227,991 Maintenance services 377,522 - - 45,878 - Development services 324,913 1,631,758 - 521,760 - Administrative services 1,264 1,412 195 1,903 483 Recreation, arts & community services - - - 79,629 - Capital outlay - 1,830,938 - - - Total expenditures 703,699 3,464,108 695 649,170 228,474 REVENUES OVER (UNDER) EXPENDITURES (51,694) (2,765,214) 21,669 (18,363) 7,208 OTHER FINANCING SOURCES (USES): Transfers in - - - - - Transfers out - - - - - Total other financing sources (uses)- - - - - NET CHANGE IN FUND BALANCES (51,694) (2,765,214) 21,669 (18,363) 7,208 FUND BALANCES: Beginning of year 2,174,940 3,354,413 298,350 3,015,955 655,333 End of year 2,123,246$ 589,199$ 320,019$ 2,997,592$ 662,541$ (Continued) Town of Danville Non-Major Governmental Funds Combining Schedule of Revenues, Expenditures and Changes in Fund Balances (Continued) For the Year Ended June 30, 2025 Special Revenue 97 DRAF T 1 1 . 2 4 . 2 0 2 5 Low and Old Town Solid Waste Moderate Asset Asset Parking In- Vehicle Impact Income Replacement Replacement Lieu Fees Housing General Library REVENUES: Special assessments -$ -$ -$ -$ -$ Other taxes - 1,077,562 - - - Charges for services - - - - - License and permits - - - - - Development fees 40,943 - - - - Intergovernmental - - - 76,272 - Use of money and property 18,940 - 63,706 142,009 21,869 Miscellaneous - - 110,800 - - Total revenues 59,883 1,077,562 174,506 218,281 21,869 EXPENDITURES: Current: General government - - - - - Police services - - - 264,482 412 Maintenance services - - - - - Development services - 3,218,775 - - - Administrative services 403 - 19,992 - - Recreation, arts & community services - - - - - Capital outlay - - - - 33,906 Total expenditures 403 3,218,775 19,992 264,482 34,318 REVENUES OVER (UNDER) EXPENDITURES 59,480 (2,141,213) 154,514 (46,201) (12,449) OTHER FINANCING SOURCES (USES): Transfers in - - - 1,150,000 - Transfers out - - - - - Total other financing sources (uses)- - - 1,150,000 - NET CHANGE IN FUND BALANCES 59,480 (2,141,213) 154,514 1,103,799 (12,449) FUND BALANCES: Beginning of year 635,216 3,805,782 1,961,486 3,079,647 812,492 End of year 694,696$ 1,664,569$ 2,116,000$ 4,183,446$ 800,043$ (Continued) Town of Danville Non-Major Governmental Funds Combining Schedule of Revenues, Expenditures and Changes in Fund Balances (Continued) For the Year Ended June 30, 2025 Special Revenue Capital Projects 98 DRAF T 1 1 . 2 4 . 2 0 2 5 Northeast Road Tassajara Sycamore Improvements Ranch Valley Civic Park Special Assessment Assessment Facilities Facilities Assessment District District REVENUES: Special assessments -$ -$ -$ -$ -$ Other taxes - - - - - Charges for services - - - - - License and permits - - - - - Development fees - - - - - Intergovernmental - - - - - Use of money and property 13,296 62,478 36,559 626 281 Miscellaneous - - - - - Total revenues 13,296 62,478 36,559 626 281 EXPENDITURES: Current: General government - - - - - Police services 249 1,177 5,768 2 11 Maintenance services (108,170) 1,486 - - - Development services - - - - - Administrative services - - - - - Recreation, arts & community services 19,800 - - - - Capital outlay 130,345 214,372 96,563 - - Total expenditures 42,224 217,035 102,331 2 11 REVENUES OVER (UNDER) EXPENDITURES (28,928) (154,557) (65,772) 624 270 OTHER FINANCING SOURCES (USES): Transfers in 27,000 20,000 - - - Transfers out - - - - - Total other financing sources (uses)27,000 20,000 - - - NET CHANGE IN FUND BALANCES (1,928) (134,557) (65,772) 624 270 FUND BALANCES: Beginning of year 369,257 2,436,853 1,160,309 21,145 17,154 End of year 367,329$ 2,302,296$ 1,094,537$ 21,769$ 17,424$ (Continued) Town of Danville Non-Major Governmental Funds Combining Schedule of Revenues, Expenditures and Changes in Fund Balances (Continued) For the Year Ended June 30, 2025 Capital Projects 99 DRAF T 1 1 . 2 4 . 2 0 2 5 Capital Projects Total Non-Major Technology Governmental Fund Funds REVENUES: Special assessments -$ 579,153$ Other taxes - 3,532,428 Charges for services - 1,092,262 License and permits - 5,232 Development fees - 3,140,683 Intergovernmental - 945,140 Use of money and property - 773,110 Miscellaneous - 156,851 Total revenues - 10,224,859 EXPENDITURES: Current: General government - 40,120 Police services - 500,092 Maintenance services - 1,266,164 Development services - 11,748,495 Administrative services - 33,250 Recreation, arts & community services - 99,429 Capital outlay - 2,465,279 Total expenditures - 16,152,829 REVENUES OVER (UNDER) EXPENDITURES - (5,927,970) OTHER FINANCING SOURCES (USES): Transfers in - 1,197,000 Transfers out - (100,000) Total other financing sources (uses)- 1,097,000 NET CHANGE IN FUND BALANCES - (4,830,970) FUND BALANCES: Beginning of year 168,780 40,434,567 End of year 168,780$ 35,603,597$ (Concluded) Town of Danville Non-Major Governmental Funds Combining Schedule of Revenues, Expenditures and Changes in Fund Balances (Continued) For the Year Ended June 30, 2025 100 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Other taxes 82,000$ 82,000$ 53,662$ (28,338)$ Use of money and property - - 6,024 6,024 Total revenues 82,000 82,000 59,686 (22,314) EXPENDITURES: Current: General government City Clerk 30,490 40,490 39,620 870 Total general government 30,490 40,490 39,620 870 Administrative services Finance 558 558 153 405 Total administrative services 558 558 153 405 Capital outlay 280,056 252,297 159,155 93,142 Total expenditures 311,104 293,345 198,928 94,417 REVENUES OVER (UNDER) EXPENDITURES (229,104) (211,345) (139,242) 72,103 OTHER FINANCING SOURCES (USES): Transfers out - - (50,000) (50,000) Total other financing sources (uses)- - (50,000) (50,000) NET CHANGE IN FUND BALANCE (229,104)$ (211,345)$ (189,242) 22,103$ FUND BALANCE: Beginning of year 303,002 End of year 113,760$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual PEG Special Revenue Fund For the Year Ended June 30, 2025 101 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Other taxes 1,881,051$ 1,887,718$ 2,401,204$ 513,486$ Use of money and property 14,828 14,828 158,757 143,929 Miscellaneous - - 5,610 5,610 Total revenues 1,895,879 1,902,546 2,565,571 663,025 EXPENDITURES: Current: Maintenance services Street maintenance 730,937 738,311 696,600 41,711 Traffic signal maintenance 241,500 273,800 252,848 20,952 Total maintenance services 972,437 1,012,111 949,448 62,663 Development services Management 73,491 73,491 69,114 4,377 Capital project management 2,860,251 3,565,251 3,212,652 352,599 Transportation 403,810 430,389 265,822 164,567 Total development services 3,337,552 4,069,131 3,547,588 521,543 Administrative services Finance 5,350 5,350 6,599 (1,249) Total administrative services 5,350 5,350 6,599 (1,249) Total expenditures 4,315,339 5,086,592 4,503,635 582,957 NET CHANGE IN FUND BALANCE (2,419,460)$ (3,184,046)$ (1,938,064) 1,245,982$ FUND BALANCE: Beginning of year 5,852,868 End of year 3,914,804$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Gas Tax Special Revenue Fund For the Year Ended June 30, 2025 102 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Charges for services 341,200$ 341,200$ 576,262$ 235,062$ Licenses and permits - - 5,232 5,232 Development fees 2,235,000 2,235,000 2,560,531 325,531 Intergovernmental 177,000 177,000 6,011 (170,989) Total revenues 2,753,200 2,753,200 3,148,036 394,836 EXPENDITURES: Current: Development services Management 291,844 291,844 287,192 4,652 Planning 512,474 875,818 434,829 440,989 Building 1,415,608 1,671,493 1,203,234 468,259 Code enforcement 132,884 132,884 105,020 27,864 Total development services 2,352,810 2,972,039 2,030,275 941,764 Total expenditures 2,352,810 2,972,039 2,030,275 941,764 REVENUES OVER (UNDER) EXPENDITURES 400,390 (218,839) 1,117,761 1,336,600 OTHER FINANCING (USES) Transfers out - - (50,000) (50,000) Total other financing (uses)- - (50,000) (50,000) NET CHANGE IN FUND BALANCE 400,390$ (218,839)$ 1,067,761 1,286,600$ FUND BALANCE: Beginning of year 7,007,448 End of year 8,075,209$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Building and Planning Special Revenue Fund For the Year Ended June 30, 2025 103 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Charges for services 301,705$ 301,705$ 513,594$ 211,889$ Development fees 500 500 7,664 7,164 Total revenues 302,205 302,205 521,258 219,053 EXPENDITURES: Current: Development services Engineering 476,765 476,765 433,926 42,839 Total development services 476,765 476,765 433,926 42,839 Total expenditures 476,765 476,765 433,926 42,839 NET CHANGE IN FUND BALANCE (174,560)$ (174,560)$ 87,332 261,892$ FUND BALANCE: Beginning of year 2,914,077 End of year 3,001,409$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Development Engineering Special Revenue Fund For the Year Ended June 30, 2025 104 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES Development fees -$ -$ 14,086$ 14,086$ Use of money and property 1,200 1,200 11,129 9,929 Total revenues 1,200 1,200 25,215 24,015 EXPENDITURES Current: Development services Engineering 474,340 474,340 39,500 434,840 Total development services 474,340 474,340 39,500 434,840 Administrative services Management - 600 846 (246) Finance 224 224 - 224 Total administrative services 224 824 846 (22) Total expenditures 224 824 40,346 (22) REVENUES OVER (UNDER) EXPENDITURES 976 376 (15,131) 23,993 NET CHANGE IN FUND BALANCE 976$ 376$ (15,131) 23,993$ FUND BALANCE: Beginning of year 390,060 End of year 374,929$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Child Care Special Revenue Fund For the Year Ended June 30, 2025 105 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Special assessments 567,786$ 567,786$ 579,153$ 11,367$ Charges for services 1,010 1,010 2,406 1,396 Intergovernmental 34,288 44,185 10,944 (33,241) Use of money and property 9,536 9,536 59,502 49,966 Total revenues 612,620 622,517 652,005 29,488 EXPENDITURES: Current: Maintenance services Steet maintenance 434,542 434,542 377,522 57,020 Total maintenance services 434,542 434,542 377,522 57,020 Development services Capital project management (9,005) 18,180 13,386 4,794 Clean water program 318,097 318,097 311,527 6,570 Total development services 309,092 336,277 324,913 11,364 Administrative services Finance 1,492 1,492 1,264 228 Total administrative services 1,492 1,492 1,264 228 Total expenditures 745,126 772,311 703,699 68,612 NET CHANGE IN FUND BALANCE (132,506)$ (149,794)$ (51,694) 98,100$ FUND BALANCE: Beginning of year 2,174,940 End of year 2,123,246$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Stormwater Pollution Control Program Special Revenue Fund For the Year Ended June 30, 2025 106 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Intergovernmental 41,000$ 33,000$ 638,793$ 605,793$ Use of money and property 10,139 10,139 53,434 43,295 Miscellaneous 8,000 6,667 6,667 - Total revenues 59,139 49,806 698,894 649,088 EXPENDITURES: Current: Development services Management 73,491 73,491 69,201 4,290 Capital project management 10,229,436 10,640,997 1,446,240 9,194,757 Transportation 222,423 229,089 116,317 112,772 Total development services 10,525,350 10,943,577 1,631,758 9,311,819 Administrative services Finance 1,637 1,637 1,412 225 Administrative services 1,637 1,637 1,412 225 Capital outlay - - 1,830,938 (1,830,938) Total expenditures 10,526,987 10,945,214 3,464,108 7,481,106 NET CHANGE IN FUND BALANCE (10,467,848)$ (10,895,408)$ (2,765,214) 8,130,194$ FUND BALANCE: Beginning of year 3,354,413 End of year 589,199$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Measure C/J Special Revenue Fund For the Year Ended June 30, 2025 107 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Use of money and property 974$ 974$ 9,028$ 8,054$ Miscellaneous 3,760 13,760 13,336 (424) Total revenues 4,734 14,734 22,364 7,630 EXPENDITURES: Current: General government Town Council 500 500 500 - Total general government 500 500 500 - Police services Patrol - 26,041 - 26,041 Total police services - 26,041 - 26,041 Administrative services Finance - - 195 (195) Total administrative services - - 195 (195) Recreation, arts & community services Culture arts 2,000 2,000 - 2,000 Total recreation, arts & community services 2,000 2,000 - 2,000 Total expenditures 2,500 28,541 695 27,846 NET CHANGE IN FUND BALANCE 2,234$ (13,807)$ 21,669 35,476$ FUND BALANCE: Beginning of year 298,350 End of year 320,019$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Donations and Contributions Special Revenue Fund For the Year Ended June 30, 2025 108 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Development fees 182,319$ 204,819$ 517,459$ 312,640$ Use of money and property - - 92,910 92,910 Miscellaneous - - 20,438 20,438 Total revenues 182,319 204,819 630,807 425,988 EXPENDITURES: Current: Maintenance services Capital project management 614,138 913,125 25,438 887,687 Park maintenance - - 20,440 (20,440) Total maintenance services 614,138 913,125 45,878 867,247 Development services Capital project management 1,600,462 1,754,962 521,760 1,233,202 Total development services 1,600,462 1,754,962 521,760 1,233,202 Administrative services Finance 3,666 3,666 1,903 1,763 Total administrative services 3,666 3,666 1,903 1,763 Recreation, arts & community services Recreation management - - 79,629 (79,629) Total recreation, arts & community services - - 79,629 (79,629) Total expenditures 2,218,266 2,671,753 649,170 2,022,583 NET CHANGE IN FUND BALANCE (2,035,947)$ (2,466,934)$ (18,363) 2,448,571$ FUND BALANCE: Beginning of year 3,015,955 End of year 2,997,592$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual General Development Impact Fees Special Revenue Fund For the Year Ended June 30, 2025 109 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Intergovernmental 123,000$ 123,000$ 213,120$ 90,120$ Use of money and property 1,246 1,246 22,562 21,316 Total revenues 124,246 124,246 235,682 111,436 EXPENDITURES: Current: Police services Youth services 229,748 229,748 227,991 1,757 Total police services 229,748 229,748 227,991 1,757 Administrative services Finance 312 312 483 (171) Total administrative services 312 312 483 (171) Total expenditures 230,060 230,060 228,474 1,586 NET CHANGE IN FUND BALANCE (105,814)$ (105,814)$ 7,208 113,022$ FUND BALANCE: Beginning of year 655,333 End of year 662,541$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Public Safety Special Revenue Fund For the Year Ended June 30, 2025 110 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Development fees -$ -$ 40,943$ 40,943$ Use of money and property - - 18,940 18,940 Total revenues - - 59,883 59,883 EXPENDITURES: Current: Administrative services Finance 563 563 403 160 Total administrative services 563 563 403 160 Total expenditures 563 563 403 160 NET CHANGE IN FUND BALANCE (563)$ (563)$ 59,480 60,043$ FUND BALANCE: Beginning of year 635,216 End of year 694,696$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Old Town Parking In-Lieu Special Revenue Fund For the Year Ended June 30, 2025 111 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Other taxes 925,376$ 925,376$ 1,077,562$ 152,186$ Total revenues 925,376 925,376 1,077,562 152,186 EXPENDITURES: Current: Development services Capital project management 3,419,852 4,319,852 3,218,775 1,101,077 Total development services 3,419,852 4,319,852 3,218,775 1,101,077 Total expenditures 3,419,852 4,319,852 3,218,775 1,101,077 NET CHANGE IN FUND BALANCE (2,494,476)$ (3,394,476)$ (2,141,213) 1,253,263$ FUND BALANCE: Beginning of year 3,805,782 End of year 1,664,569$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Solid Waste Vehicle Impact Fee Special Revenue Fund For the Year Ended June 30, 2025 112 DRAF T 1 1 . 2 4 . 2 0 2 5 Variance From Original Final Actual Final Budget REVENUES: Use of money and property -$ -$ 63,706$ 63,706$ Miscellaneous - - 110,800 110,800 Total revenues - - 174,506 174,506 EXPENDITURES: Current: Administrative services Finance 2,800 28,773 19,992 8,781 Total administrative services 2,800 28,773 19,992 8,781 Total expenditures 2,800 28,773 19,992 8,781 NET CHANGE IN FUND BALANCE (2,800)$ (28,773)$ 154,514 183,287$ FUND BALANCE: Beginning of year 1,961,486 End of year 2,116,000$ Budgeted Town of Danville Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual Low and Moderate Income Housing Special Revenue Fund For the Year Ended June 30, 2025 113 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 114 DRAF T 1 1 . 2 4 . 2 0 2 5 STATISTICAL SECTION (Unaudited) Included in this section of the Town of Danville annual comprehensive financial report is detailed information to assist in analysis and understanding of the information presented in the financial statements, notes and required supplementary information. Contents Financial Trends These schedules contain trend information to help the reader understand how the Town's financial position has changed over time. Revenue Capacity These schedules contain detailed information to help the reader assess the Town's most significant local revenue source, property tax. Debt Capacity These schedules present information to help the reader assess the affordability of the Town's current levels of outstanding debt and the Town's ability to issue debt in the future. Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the Town's financial activities take place. Operating Information These schedules provide service and infrastructure data to help the reader understand how the information in the Town's financial report relates to the services the Town provides and the activities it performs. 115 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 116 DRAF T 1 1 . 2 4 . 2 0 2 5 FINANCIAL TRENDS 117 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 Governmental Activities: Net investment in capital assets 154,909,051$ 155,792,439$ 162,998,663$ 166,215,901$ 174,968,722$ Restricted 26,812,236 24,437,153 23,784,733 24,398,492 26,961,172 Unrestricted 68,822,679 72,257,190 64,907,258 65,271,882 61,659,221 Total Governmental Activities Net Position 250,543,966$ 252,486,782$ 251,690,654$ 255,886,275$ 263,589,115$ Primary Government: Net investment in capital assets 154,909,051$ 155,792,439$ 162,998,663$ 166,215,901$ 174,968,722$ Restricted 26,812,236 24,437,153 23,784,733 24,398,492 26,961,172 Unrestricted 68,822,679 72,257,190 64,907,258 65,271,882 61,659,221 Total Primary Governmental Net Position 248,532,815$ 252,486,782$ 251,690,654$ 251,690,654$ 263,589,115$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. (Accrual Basis of Accounting) Fiscal Year Town of Danville Net Position by Component Last Ten Fiscal Years 118 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 Governmental Activities: Net investment in capital assets 177,508,851$ 189,012,026$ 188,179,513$ 188,179,513$ 187,755,279$ Restricted 29,438,411 - 40,184,242 40,184,242 35,279,328 Unrestricted 65,882,561 (1,360,455) 71,129,258 71,129,258 78,484,821 Total Governmental Activities Net Position 272,829,823$ 187,651,571$ 299,493,013$ 299,493,013$ 301,519,428$ Primary Government: Net investment in capital assets 177,508,851$ 189,012,026$ 188,179,513$ 188,179,513$ 187,755,279$ Restricted 29,438,411 - 40,184,242 40,184,242 35,279,328 Unrestricted 65,882,561 (1,360,455) 71,129,258 71,129,258 78,484,821 Total Primary Governmental Net Position 272,829,823$ 187,651,571$ 299,493,013$ 299,493,013$ 301,519,428$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. (Accrual Basis of Accounting) Fiscal Year Town of Danville Net Position by Component (Continued) Last Ten Fiscal Years -50 0 50 100 150 200 250 2016 2017 2018 2019 20202021 2022 2023 2024 2025 Go v e r n m e n t a l a c t i v i t i e s ( i n m i l l i o n s ) Fiscal Year Net Position by Component Net investment in capital assets Restricted Unrestricted 119 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 Expenses: Governmental activities: General Government 1,592,763$ 1,658,023$ 1,821,906$ 1,648,107$ 1,988,737$ Police Services 8,914,297 9,107,939 9,668,148 9,908,945 9,824,261 Maintenance Services & Lighting & Landscape 8,262,373 7,963,358 7,824,106 8,512,749 9,400,476 Development Services 5,233,296 8,568,817 12,113,185 12,589,561 5,769,904 Administrative Services 4,080,262 3,690,675 3,511,181 3,625,899 3,816,145 Recreation Services 3,847,434 4,129,417 4,016,368 4,273,896 3,794,136 Interest on long-term debt 364,866 345,931 345,473 325,210 325,210 Total governmental activities expenses 32,295,291 35,464,160 39,300,367 40,884,367 34,916,610 Total primary government expenses 32,295,291$ 35,464,160$ 39,300,367$ 40,884,367$ 34,916,610$ Program Revenues: Governmental Activities: Charges for Services: General Government 10$ 30$ 30$ 1,126$ -$ Police Services 424,470 314,597 295,805 308,210 296,126 Maintenance Services, Lighting & Landscape 3,036,737 3,142,080 3,060,686 3,046,475 3,059,330 Development Services 4,285,454 3,575,751 3,792,303 4,473,140 3,374,462 Administrative Services 35,186 36,308 36,400 38,126 31,693 Recreation, Arts & Community Services 2,079,801 2,196,610 2,058,014 2,041,182 1,427,112 Operating grants and contributions 950,437 911,003 1,205,123 2,132,610 1,873,835 Capital grants and contributions 1,276,567 2,591,351 2,521,475 3,880,922 1,358,781 Total governmental activities program revenues 12,088,662$ 12,767,730$ 12,969,836$ 15,921,791$ 11,421,339$ Total primary government program revenues 12,088,662$ 12,767,730$ 12,969,836$ 15,921,791$ 11,421,339$ Net (Expense)/Revenue Governmental activities (20,206,629)$ (22,696,430)$ (22,696,430)$ (24,962,576)$ (23,495,271)$ Total Primary Government, Net Expenses (20,206,629)$ (22,696,430)$ (22,696,430)$ (24,962,576)$ (23,495,271)$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. (Accrual Basis of Accounting) Fiscal Year Town of Danville Changes in Net Position Last Ten Fiscal Years 120 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 Expenses: Governmental activities: General Government 1,727,404$ 2,773,284$ 2,999,255$ 2,432,702$ 2,827,351$ Police Services 9,141,598 9,972,541 10,594,467 11,971,294 11,921,599 Maintenance Services & Lighting & Landscape 8,999,904 8,990,730 11,973,823 10,525,094 11,715,263 Development Services 6,231,119 7,246,100 6,931,034 15,427,297 20,085,162 Administrative Services 3,632,890 3,558,462 3,798,969 4,468,171 5,024,036 Recreation Services 2,722,675 3,137,966 4,096,414 4,359,029 4,657,216 Interest on long-term debt 282,675 256,521 234,055 204,389 179,118 Total governmental activities expenses 32,738,265 35,935,604 40,628,017 49,387,976 56,409,745 Total primary government expenses 32,738,265$ 35,935,604$ 40,628,017$ 49,387,976$ 56,409,745$ Program Revenues Governmental Activities: Charges for Services: General Government -$ 10$ 15,923$ 23,184$ 1,015$ Police Services 187,548 179,616 173,594 189,558 310,255 Maintenance Services, Lighting & Landscape 3,047,952 3,050,308 3,611,916 3,641,347 3,643,936 Development Services 3,738,947 4,471,835 4,386,782 4,484,293 4,358,350 Administrative Services 28,145 570,388 297,553 297,553 297,553 Recreation, Arts & Community Services 846,805 1,378,764 1,719,893 1,875,843 1,989,086 Operating grants and contributions 2,271,372 3,445,191 2,367,059 3,876,515 2,869,273 Capital grants and contributions 2,169,054 1,542,184 5,050,477 3,759,810 5,657,909 Total governmental activities program revenues 12,289,823$ 14,638,296$ 17,623,197$ 18,148,103$ 19,127,377$ Total primary government program revenues 12,289,823$ 14,638,296$ 17,623,197$ 18,148,103$ 19,127,377$ Net (Expense)/Revenue Governmental activities (20,448,442)$ (21,297,308)$ (23,004,820)$ (31,239,873)$ (37,282,368)$ Total Primary Government, Net Expenses (20,448,442)$ (21,297,308)$ (23,004,820)$ (31,239,873)$ (37,282,368)$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. (Accrual Basis of Accounting) Fiscal Year Town of Danville Changes in Net Position (Continued) Last Ten Fiscal Years 121 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 General Revenues and Other Changes in Net Position Governmental Activities Taxes Property taxes 14,153,561$ 13,978,818$ 14,629,253$ 15,354,728$ 16,025,356$ Sales taxes 4,569,470 5,546,298 5,914,835 6,126,449 5,753,805 Motor Vehicle taxes 17,629 19,203 22,821 21,310 35,829 Franchise Taxes 2,299,491 2,419,118 2,588,989 2,609,820 2,836,124 Other taxes 404,744 371,237 362,196 390,562 367,376 Investment earnings 1,265,876 296,610 368,995 3,028,554 3,183,434 Miscellaneous 741,674 1,235,646 854,998 834,318 1,838,208 Gain (loss) on sale of capital assets - - - - 345,523 Transfers from Successor Agency 780,818 772,316 792,316 792,456 812,456 Special item 3,195,604 - - - - Total governmental activities 27,428,867$ 24,639,246$ 25,534,403$ 29,158,197$ 31,198,111$ Total primary government 27,428,867$ 24,639,246$ 25,534,403$ 29,158,197$ 31,198,111$ Change in Net Position Governmental activities 4,732,437$ 1,942,816$ (7,796,128)$ 4,195,621$ 7,702,840$ Total primary government 4,732,437$ 1,942,816$ (7,796,128)$ 4,195,621$ 7,702,840$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. (Accrual Basis of Accounting) Fiscal Year Town of Danville Changes in Net Position (Continued) Last Ten Fiscal Years 122 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 General Revenues and Other Changes in Net Position Governmental Activities Taxes Property taxes 17,210,607$ 18,033,848$ 18,937,827$ 19,905,678$ 20,765,297$ Sales taxes 6,653,905 7,443,450 7,467,848 6,799,187 6,932,759 Motor Vehicle taxes 32,180 50,723 44,757 53,934 68,850 Franchise Taxes 3,044,834 3,252,012 3,383,163 3,502,709 2,648,941 Other Taxes 338,449 340,497 341,405 360,676 343,114 Investment earnings 174,503 (2,626,475) 998,731 5,392,910 6,483,704 Miscellaneous 1,447,189 563,904 2,501,924 2,879,111 1,584,448 Gain (loss) on sale of capital assets (1,568) - - - - Transfers from Successor Agency 789,051 785,175 825,175 867,219 859,018 Special item - - - - - Total governmental activities 29,689,150$ 27,843,134$ 34,500,830$ 39,761,424$ 39,686,131$ Total primary government 29,689,150$ 27,843,134$ 34,500,830$ 39,761,424$ 39,686,131$ Change in Net Position Governmental activities 9,240,708$ 6,545,826$ 11,496,010$ 8,521,551$ 2,403,763$ Total primary government 9,240,708$ 6,545,826$ 11,496,010$ 8,521,551$ 2,403,763$ Source: Town Audited Financial Statements Note: The Town of Danville does not have any business-type activities. Fiscal Year Town of Danville Changes in Net Position (Continued) Last Ten Fiscal Years (Accrual Basis of Accounting) 123 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 General Fund Nonspendable 10,427,986$ 9,427,986$ 8,427,986$ 7,325,019$ 5,167,108$ Restricted 809,504 809,820 813,965 820,547 815,484 Committed 18,374,622 17,249,253 17,868,716 19,005,310 20,401,468 Assigned 344,844 313,036 169,060 117,735 190,888 Unassigned - - - - - Total General Fund 29,956,956 27,800,095 27,279,727 27,268,611 26,574,948 All Other Governmental Funds Special revenue funds Restricted 26,129,555 23,594,077 22,970,768 23,577,945 26,145,688 Assigned - - - 2,469,321 2,617,844 Committed 38,430,064 42,743,649 36,532,398 37,060,728 34,072,908 Assigned 2,364,889 2,507,297 2,574,079 - - Unassigned (deficit)- - - - - Total all other Governmental Funds 66,924,508 68,845,023 62,077,245 63,107,994 62,836,440 Total Governmental Funds 96,881,464$ 96,645,118$ 89,356,972$ 90,376,605$ 89,411,388$ Source: Town Audited Financial Statements (Modified Accrual Basis of Accounting) Fiscal Year Town of Danville Fund Balances of Governmental Funds Last Ten Fiscal Years 124 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 General Fund Nonspendable 4,064,888$ 2,976,418$ 1,915,461$ 846,011$ 181,855$ Restricted 809,518 809,649 827,765 848,842 852,835 Committed 28,158,818 22,299,041 24,829,286 33,807,639 37,680,679 Assigned 402,500 491,770 268,150 295,266 561,266 Unassigned 1,100,000 1,100,002 1,100,000 1,100,000 659,401 Total General Fund 34,535,724 27,676,880 28,940,662 36,897,758 39,936,036 All Other Governmental Funds Special revenue funds Restricted 28,628,893 30,841,349 34,859,241 38,406,783 32,616,844 Assigned 2,845,856 2,621,578 3,019,810 3,113,454 3,032,098 Committed 30,013,137 35,607,373 36,955,042 33,951,008 38,311,790 Assigned - - - - - Unassigned (deficit)- - - (218,086) (218,086) Total all other Governmental Funds 61,487,886 69,070,300 74,834,093 75,253,159 73,742,646 Total Governmental Funds 96,023,610$ 96,747,180$ 103,774,755$ 112,150,917$ 113,678,682$ Source: Town Audited Financial Statements (Modified Accrual Basis of Accounting) Fiscal Year Town of Danville Fund Balances of Governmental Funds (Continued) Last Ten Fiscal Years 125 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 REVENUES: Property taxes 14,153,561$ 13,978,818$ 14,629,253$ 15,354,728$ 16,025,356$ Sales taxes 4,558,712 5,535,422 5,910,069 6,124,320 5,740,046 Special assessments 3,270,354 3,264,713 3,645,895 3,581,582 3,594,673 Gas & other taxes 3,590,353 3,554,065 3,775,380 4,310,196 4,722,089 Charges for services 2,752,180 2,859,100 2,874,896 2,867,332 2,021,562 Licenses and permits 404,744 371,237 362,196 396,710 367,376 Development fees 3,705,128 3,096,371 3,275,723 4,286,391 2,471,063 Intergovernmental 1,026,474 1,918,820 1,735,441 2,853,143 1,208,170 Fines and forfeitures 267,732 163,825 167,822 187,979 128,312 Uses of money and property 2,024,361 995,448 1,054,042 3,924,193 4,265,728 Miscellaneous 1,155,013 897,019 279,040 424,954 944,642 Reimbursement from Successor Agency - - - - 812,456 Total Revenues 36,908,612 36,634,838 37,709,757 44,311,528 42,301,473 EXPENDITURES: Current: General government 1,591,047 1,622,521 1,830,739 1,624,096 1,922,014 Police services 8,691,261 8,881,254 9,426,989 9,690,883 9,658,510 Maintenance services 4,381,322 3,686,266 3,339,317 3,305,068 4,411,816 Lighting and landscape 3,127,403 3,374,354 3,644,177 4,067,377 3,703,613 Development services 4,986,759 8,186,500 11,741,330 12,346,910 5,549,402 Administrative services 4,000,431 3,536,546 3,472,727 3,555,297 3,777,435 Recreation, arts & community services 3,467,371 3,693,259 3,697,618 3,920,497 3,508,153 Capital outlay 6,466,296 2,102,572 8,692,182 4,781,767 13,198,230 Debt service: Principal - - - - 480,000 Interest and fiscal charges - - - - 332,456 Total Expenditures 36,711,890 35,083,272 45,845,079 43,291,895 46,541,629 REVENUES OVER (UNDER) EXPENDITURES 196,722 1,551,566 (8,135,322) 1,019,633 (4,240,156) OTHER FINANCING SOURCES (USES): Proceeds from sale of assets - - - - 3,274,939 Transfers in 8,710,450 9,937,410 7,276,333 8,765,719 11,932,028 Transfers out (8,710,450) (9,937,410) (7,276,333) (8,765,719) (11,932,028) Total other financing sources (uses)- - - - 3,274,939 Extraordinary/Special item*3,195,604 - - - - NET CHANGE IN FUND BALANCES 3,392,326$ 1,551,566$ (8,135,322)$ 1,019,633$ (965,217)$ Debt service as a percentage of noncapital expenditures 0.00%0.00%0.00%0.00%2.44% Source: Town Audited Financial Statements Town of Danville Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years * Extraordinary/special item in 2016 was for assets transferred from the former Community Development Agency (CDA) of the Town of Danville subsequent to a due diligence review by the State of California subsequent to the dissolution of California Redevelopment Agencies. Modified Accrual Basis of Accounting) Fiscal Year 126 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 REVENUES: Property taxes 17,210,607$ 18,033,848$ 18,937,827$ 19,905,678$ 20,765,297$ Sales taxes 6,652,729 7,442,726 7,467,848 6,799,187 6,932,759 Special assessments 3,611,436 3,610,222 3,601,630 3,630,298 3,632,269 Gas & other taxes 4,828,113 5,223,367 5,487,702 5,902,893 6,196,557 Charges for services 1,495,953 2,682,710 3,136,401 3,343,396 3,249,336 Licenses and permits 338,449 340,497 347,072 394,611 352,451 Development fees 2,941,817 2,571,419 3,243,440 3,141,447 3,266,388 Intergovernmental 1,659,443 2,980,425 5,233,454 5,275,078 5,010,017 Fines and forfeitures 86,104 76,848 105,729 144,658 157,875 Uses of money and property 1,771,567 (2,007,851) 1,897,626 6,684,393 7,766,432 Miscellaneous 587,430 731,381 1,238,293 1,815,777 (64,320) Reimbursement from Successor Agency 789,051 785,175 825,175 867,219 859,018 Total Revenues 41,972,699 42,470,767 51,522,197 57,904,635 58,124,079 EXPENDITURES: Current: General government 1,732,686 2,764,179 2,983,036 2,413,686 2,811,588 Police services 9,065,799 9,909,768 10,437,966 11,668,630 11,527,662 Maintenance services 3,816,120 3,537,339 6,821,100 5,042,665 5,334,262 Lighting and landscape 3,903,054 4,181,235 3,913,128 4,306,195 4,726,540 Development services 6,065,680 6,671,315 6,692,216 10,090,876 16,257,499 Administrative services 3,606,353 3,503,165 3,678,558 4,346,711 4,892,046 Recreation, arts & community services 2,470,377 2,866,846 3,831,445 4,097,971 4,410,350 Capital outlay 3,911,357 7,542,018 6,094,256 6,694,520 5,778,561 Debt service: Principal 500,000 520,000 615,307 651,855 674,094 Interest and fiscal charges 289,051 265,175 243,866 215,364 184,924 Total Expenditures 35,360,477 41,761,040 45,310,878 49,528,473 56,597,526 REVENUES OVER (UNDER) EXPENDITURES 6,612,222 709,727 6,211,319 8,376,162 1,526,553 OTHER FINANCING SOURCES (USES): Proceeds from sale of assets - 13,843 600,000 - 1,212 Transfers in 3,797,793 13,967,014 8,126,594 3,817,697 10,202,433 Transfers out (3,797,793) (13,967,014) (8,126,594) (3,817,697) (10,202,433) Total other financing sources (uses)- 13,843 816,256 - 1,212 Extraordinary/Special item*- - - - - NET CHANGE IN FUND BALANCES 6,612,222$ 723,570$ 7,027,575$ 8,376,162$ 1,527,765$ Debt service as a percentage of noncapital expenditures 2.51%2.29%2.19%2.02%1.69% Source: Town Audited Financial Statements Town of Danville Changes in Fund Balances of Governmental Funds (Continued) Last Ten Fiscal Years (Modified Accrual Basis of Accounting) Fiscal Year 127 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 128 DRAF T 1 1 . 2 4 . 2 0 2 5 REVENUE CAPACITY 129 DRAF T 1 1 . 2 4 . 2 0 2 5 Property Motor Business Fiscal Property Sales Franchise Transfer Vehicle License & Year Tax Tax Tax Tax Tax Other Taxes Total 2016 12,534,667$ 4,569,470$ 2,299,491$ 568,870$ 17,629$ 404,744$ 20,316,773$ 2017 13,392,392 5,546,298 2,419,118 586,426 19,203 371,237 20,394,871 2018 13,980,610 5,914,835 2,588,989 648,643 22,821 362,196 22,334,674 2019 14,740,670 6,126,449 2,609,820 614,058 21,310 390,562 24,502,869 2020 16,360,607 5,753,805 2,836,124 850,000 35,829 367,376 26,203,741 2021 17,210,607 6,653,905 3,044,834 850,000 32,180 338,449 28,103,216 2022 17,020,160 7,443,450 3,252,012 1,013,688 50,723 340,497 29,120,530 2023 18,421,172 7,467,848 3,383,163 516,655 44,757 341,405 30,175,000 2024 19,339,061 6,799,187 3,502,709 566,617 53,934 360,676 30,175,000 2025 19,595,678 6,932,759 2,648,941 1,169,619 68,850 343,114 30,758,961 Source: Town Audited Financial Statements Town of Danville Governmental Activities Tax Revenues By Source Last Ten Fiscal Years (Accrual Basis of Accounting) 130 DRAF T 1 1 . 2 4 . 2 0 2 5 Fiscal Year Less: Total Taxable Total Ended Tax Exempt Assessed Direct June 30 Secured Unsecured Secured Unsecured Property Value Rate 2016 11,231,575,805$ 49,320,732$ 3,732,903$ 42,680,915$ 170,375,283$ 11,156,935,072$ 0.07758% 2017 11,904,105,603 47,645,411 3,290,428 43,296,151 172,930,520 11,825,407,073 0.07763% 2018 12,497,304,292 48,065,757 3,371,837 45,354,774 176,396,870 12,417,699,790 0.07767% 2019 13,131,043,886 53,546,262 5,685,542 48,122,854 184,522,193 13,053,876,351 0.07769% 2020 13,815,833,911 53,545,615 5,301,255 49,668,729 176,668,847 13,747,680,663 0.07772% 2021 15,100,093,985 50,900,862 5,470,622 51,204,460 188,744,738 15,018,925,191 0.07774% 2022 16,250,530,439 63,082,569 5,281,835 48,291,089 190,505,017 16,176,680,915 0.07775% 2023 17,203,527,256 64,829,758 5,293,380 49,385,188 177,631,946 17,145,403,636 0.07777% 2024 18,001,816,440 70,758,118 5,923,057 48,191,698 201,385,802 17,925,303,511 0.07780% 2025 18,968,303,460 66,967,402 6,822,457 45,079,807 210,738,275 18,876,434,851 0.07783% Note: In 1978 the voters of the State of California passed Proposition 13 which limited basic property taxes to a total maximum rate of 1% based upon the assessed value of the property being taxed. Each year the assessed value of property may be increased by an "inflation factor" (limited to a maximum increase of 2%). With few exceptions, property is only reassessed at the time that it is sold to a new owner. At those times, the new assessed value is the purchase price. The estimated market value of taxable property is not available. Source: County of Contra Costa Town of Danville Assessed Value Last Ten Fiscal Years (Modified Accrual Basis of Accounting) Assessed Value Real Property Personal Property 131 DRAF T 1 1 . 2 4 . 2 0 2 5 Total San Ramon Bay Area Direct & Fiscal County Valley Unified Rapid Transit Overlapping Year Danville Wide 1 School District (BART) Miscellaneous Rate 2016 0.07758% 1.00% 0.0624% 0.0026% 0.0125% 0.07758% 2017 0.07763%1.00% 0.0652% 0.0080% 0.0152%0.07763% 2018 0.07767%1.00% 0.0552% 0.0084% 0.0135%0.07767% 2019 0.07769%1.00% 0.0750% 0.0070% 0.0131%0.07769% 2020 0.07720%1.00% 0.0750% 0.1200% 0.0282%0.07720% 2021 0.07774%1.00% 0.0750% 0.1390% 0.0175%0.07774% 2022 0.07767%1.00% 0.0750% 0.0060% 0.0196%0.07767% 2023 0.07777%1.00% 0.0657% 0.0140% 0.0220%0.07767% 2024 0.00000%1.00% 0.0544% 0.0134% 0.0203%0.07780% 2025 0.00000%1.00% 0.0521% 0.0148% 0.0155%0.07783% Notes: 1 Countywide rate of 1% is levied with the proceeds distributed to all taxing agencies according to formulas specified by State legislature. 2 Individual agencies' rates are for payments of voter approved indebtedness. Source: County of Contra Costa Town of Danville Direct and Overlapping Property Tax Rates Last Ten Fiscal Years (Rate Expressed in Percentage) 132 DRAF T 1 1 . 2 4 . 2 0 2 5 Fiscal Total Tax Year Levied and Delinquent Ended Collected for Percentage Tax Collected Percentage June 30 Fiscal Year of Levy Collections Amount of Levy 2016 14,736,156$ 100% n/a 14,736,156$ 100% 2017 14,430,722 100% n/a 14,430,722 100% 2018 14,629,254 100% n/a 14,629,254 100% 2019 15,928,730 100% n/a 15,928,730 100% 2020 16,678,857 100% n/a 16,678,857 100% 2021 17,330,169 100% n/a 17,330,169 100% 2022 18,204,149 100% n/a 18,204,149 100% 2023 19,616,343 100% n/a 19,616,343 100% 2024 20,531,904 100% n/a 20,531,904 100% 2025 21,362,979 100% n/a 21,362,979 100% Notes: 1. The data in this table includes basic and supplemental city property taxes, Redevelopment Agency tax increments, ERAF refunds, property tax in-lieu of motor vehicle license fees and the sales tax triple flip. 2. Contra Costa County assesses, bills, collects and distributes property taxes to all taxing entities including the Town. Under a State law, known as the Teeter Plan, the County remits the entire amount levied to the Town. The County handles all delinquencies and retains all interest and penalties. Source: County of Contra Costa Property Tax Levies and Collections Town of Danville Last Ten Fiscal Years Collected Within the Fiscal Year of the Levy Total Collections To Date 133 DRAF T 1 1 . 2 4 . 2 0 2 5 Taxable Percentage of Taxable Percentage of Assessed Total Taxable Assessed Total Taxable Employer Value Rank Assessed Value Value Rank Assessed Value MM Danville Apartments, LLC 105,148,090$ 1 0.59% Danville Livery & Mercantile 55,662,133 2 0.31% 43,209,289$ 1 0.39% Davidon Homes 52,203,879 3 0.29% Danville Park Apartments LLC 44,525,600 4 0.25% Reg8 Tassajara Crossing, LLC 44,388,187 5 0.25% 37,458,470 2 0.34% ROIC California, LLC 38,000,000 6 0.21% 21,091,000 5 0.19% Costco Wholesale Corporation 33,341,227 7 0.19% 23,786,990 3 0.21% Rose Garden Associates Danville, LLC 30,651,973 8 0.17% 23,770,000 4 0.21% Carl A and Jan A Cox Trust 23,117,130 9 0.13% 600 VENTURES LLC 21,669,777 10 0.12% Danville Park RE LLC 18,115,082 6 0.16% Rassier Properties Danville Medical Ctr.15,605,691 7 0.14% Montair Associates, LLC 15,274,101 8 0.14% JKDSQ, LLC 13,346,073 9 0.12% Diablo Lodge, LLC 13,328,051 10 0.12% JKDSQ, LLC Totals 448,707,996$ 2.51% 224,984,747$ 2.02% Notes: The amounts shown above include assessed value data for both the Town and the Successor Agency. Because of the many ways a business or individual can hold title, the above list is an approximation of the top taxpayers within the Town of Danville. Source: HdL Companies Town of Danville Principal Property Taxpayers Current Year and Nine Fiscal Years Ago 2025 2016 134 DRAF T 1 1 . 2 4 . 2 0 2 5 DEBT CAPACITY 135 DRAF T 1 1 . 2 4 . 2 0 2 5 Certificate Total Percentage Fiscal of Subscription Primary of Personal Per Year Participation1 Liabilities2 Government Income Capita 2016 8,055,000$ -8,055,000$ **187.92$ 2017 7,635,000 -7,635,000 **178.12 2018 7,195,000 -7,195,000 **167.85 2019 6,735,000 -6,735,000 **148.77 2020 6,255,000 -6,255,000 **140.16 2021 5,755,000 -5,755,000 **131.08 2022 5,235,000 -5,235,000 **119.23 2023 4,690,000 145,949 4,835,949 **110.35 2024 4,110,000 74,094 4,835,949 **98.29 2025 3,510,000 - 3,510,000 **81.94 Notes: 1. COP is paid with property tax increment of the Property Tax Trust Fund. 2. Subscription liabilities came about from implementation of GASB 96 in 2023. ** Not available Town of Danville Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental Activities 136 DRAF T 1 1 . 2 4 . 2 0 2 5 General Tax Less: Amount Fiscal Obligation Allocation Available in Year Bonds Bonds Debt Service Fund Total (net) 2016 -$ -$ -$ -$ 2017 - - - - 2018 - - - - 2019 - - - - 2020 - - - - 2021 - - - - 2022 - - - - 2023 - - - - 2024 - - - - 2025 - - - - Note: The Town of Danville does not have any General Bonded debt. Town of Danville Ratios of General Bonded Debt Outstanding Outstanding General Bonded Debt Last Ten Fiscal Years 137 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 138 DRAF T 1 1 . 2 4 . 2 0 2 5 2024-2025 Assessed Valuation:17,987,613,311$ Redevelopment Incremental Valuation 614,036,426$ Adjusted Assessed Valuation: Total Debt Town's Share of OVERLAPPING TAX AND ASSESSMENT DEBT:6/30/2025 % Applicable (1)Debt (6/30/2025) Bay Area Rapid Transit District 2,391,260,000$ 1.717% 41,057,934$ Contra Costa Community College District 591,375,000 6.458% 38,223,288 San Ramon Valley Unified School District 310,930,000 27.544% 85,642,559 East Bay Regional Park District 145,930,000 2.678% 3,908,005 SUBTOTAL OVERLAPPING TAX AND ASSESSMENT DEBT 168,831,786$ DIRECT AND OVERLAPPING GENERAL FUND DEBT: Contra Costa County General Fund Obligations 150,845,000$ 6.414% 9,711,401$ San Ramon Valley Unified School District General Fund Obligations 10,614,704 27.348% 2,923,714 San Ramon Valley Fire Protection District - COP 46,605,000 27.497% 12,906,789 Town of Danville subscription liability 10,046 100% 10,046 Town of Danville Certificates of Participation (COP) 3,510,000 100% 3,510,000 Contra Costa Mosquito District General Fund Obligations 8,050,000 6.438% 518,259 SUBTOTAL DIRECT AND OVERLAPPING GENERAL FUND DEBT 29,580,209$ Less: Contra Costa County obligations supported from revenue funds (2,229,791) TOTAL NET DIRECT AND OVERLAPPING GENERAL FUND DEBT 27,350,418$ OVERLAPPING TAX INCREMENT DEBT (Successor Agency) 1,220,000$ 100% 1,220,000 TOTAL DIRECT DEBT 3,520,046$ TOTAL GROSS OVERLAPPING DEBT 196,111,949$ TOTAL NET OVERLAPPPING DEBT 193,882,158 GRAND TOTAL DIRECT AND OVERLAPPING DEBT (2) 199,631,995$ NET COMBINED TOTAL DEBT 197,402,204$ (1) (2) Ratios to 2023/2024 Assessed Valuation: Total Overlapping Tax and Assessment Debt 0.94% Total Direct Debt ($5,235,000)0.02% Gross Combined Total Debt 1.11% Net Combined Total Debt 1.10% Ratios to Redevelopment Successor Agency Incremental Valuation ($557,378,782): Total Overlapping Tax Increment Debt 0.20% Source: California Municipal Statistics, Inc. Note: This schedule presents fiscal capacity and debt for overlapping governments. It is intended to demonstrate the total property tax burden on the taxpayers within Danville and the total debt that their property taxes will be expected to pay. This schedule excludes tax and revenue anticipation notes, revenue bonds, mortgage revenue bonds, tax allocation bonds, obligations, lease and subscription obligations. Town of Danville Direct and Overlapping Governmental Activities Debt Current Year The percentage of overlapping debt applicable to the Town is estimated using taxable assessed property value. Applicable percentages were estimated by determining the portion of the overlapping district's assessed value that is within the boundaries of the Town divided by the district's total taxable assessed value. Excludes tax and revenue anticipation notes, enterprise revenue, mortgage revenue, and non-bonded lease and subscription obligations. 139 DRAF T 1 1 . 2 4 . 2 0 2 5 2016 2017 2018 2019 2020 Debt Limit 418,385,065$ 443,452,765$ 465,663,742$ 489,520,363$ 515,538,025$ Total net debt applicable to limit - - - - - Legal debt margin 418,385,065$ 443,452,765$ 465,663,742$ 489,520,363$ 515,538,025$ Total net debt applicable to the limit as a percentage of debt limit 0.00% 0.00% 0.00% 0.00% 0.00% Note: The Government Code of the State of California provides for a legal debt limit of 3.75% of gross assessed valuation. Source: County of Contra Costa Town of Danville Legal Debt Margin Information Last Ten Fiscal Years Fiscal Year 140 DRAF T 1 1 . 2 4 . 2 0 2 5 2021 2022 2023 2024 2025 Debt Limit 563,209,695$ 606,625,534$ 642,952,636$ 672,198,882$ 707,866,307$ Total net debt applicable to limit - - - - - Legal debt margin 515,538,025$ 606,625,534$ 642,952,636$ 672,198,882$ 707,866,307$ Total net debt applicable to the limit as a percentage of debt limit 0.00% 0.00% 0.00% 0.00% 0.00% Assessed Value 18,876,464,851$ Add back: exempt real property 210,738,275 Total assessed value 19,087,203,126$ Debt Limit (3.75% of assessed value) 707,866,307$ Total net debt applicable to limit - Legal Debt Margin 707,866,307$ Note: The Government Code of the State of California provides for a legal debt limit of 3.75% of gross assessed valuation. Source: County of Contra Costa Legal Debt Margin Calculation for Fiscal Year 2025 Town of Danville Legal Debt Margin Information (Continued) Last Ten Fiscal Years Fiscal Year 141 DRAF T 1 1 . 2 4 . 2 0 2 5 Fiscal Tax Tax Year Increment Principal Interest Coverage Increment Principal Interest Coverage 2016 -$ 410,000$ 388,256$ - -$ 120,000$ 246,570$ - 2017 - 420,000 370,819 - - 130,000 236,383 - 2018 - 440,000 352,316 - - 140,000 225,380 - 2019 - 460,000 332,456 - - 155,000 213,359 - 2020 - 480,000 311,356 - - 165,000 200,289 - 2021 - 500,000 289,051 - - 180,000 186,261 - 2022 - 520,000 265,176 - - 195,000 170,638 - 2023 - 545,000 243,866 - - 210,000 153,425 - 2024 - 580,000 215,364 - - 230,000 134,725 - 2025 - 600,000 184,625 - - 250,000 114,325 - Source: Town Audited Financial Statements Debt Service Debt Service Town of Danville Pledged-Revenue Coverage Last Ten Fiscal Years Certificates of Participation Taxable Revenue Bond 142 DRAF T 1 1 . 2 4 . 2 0 2 5 DEMOGRAPHIC AND ECONOMIC INFORMATION 143 DRAF T 1 1 . 2 4 . 2 0 2 5 Median Persons per Per Personal Public Household Household Capita Income School Unemployment Year Population 1 Income Unit 2 Income (in thousands)Enrollment 3 Rate 4 2016 42,865 **2.97 **** 32,255 3.9% 2017 43,355 ******** 32,425 3.5% 2018 44,396 ******** 32,504 2.9% 2019 45,270 ******** 32,138 2.7% 2020 44,626 ******** 31,911 10.0% 2021 43,906 ******** 30,726 4.7% 2022 43,352 ******** 30,068 6.5% 2023 42,823 ******** 29,680 4.2% 2024 42,567 ******** 29,680 4.1% 2025 42,960 ******** 28,615 5.1% Note: Per Capita Income and Personal Income is for County of Contra Costa since reliable Town-specific data is not available. Sources: 1. California State Department of Finance 2. U.S. Department of Commerce Census, Bureau American Community Surveys 3. California Department of Education (Schools within the San Ramon Valley Unified School District) 4. California State Employment Development Department **Figures not available Town of Danville Demographic and Economic Statistics Last Ten Fiscal Years 144 DRAF T 1 1 . 2 4 . 2 0 2 5 Number of % of Number of % of Employer Employees 1 Rank Top 10 Employees 1 Rank Top 10 Costco 265 1 33.9%435 1 47.1% Bay Club Crow Canyon 94 2 12.0% Face Reality Acne Clinic 67 3 8.6%47 7 5.1% Brookdale Danville Diablo Road 66 4 8.4%58 5 6.3% Sunrise Assisted Living Of Danville 66 5 8.4% Danville Post Acute Rehabilitation 57 6 7.3% Lunardi's Market 57 7 7.3%60 4 6.5% Locanda Ravello 40 8 5.1% Piatti Restaurant 37 9 4.0%37 9 4.0% Smart & Final 35 10 4.5%36 10 3.9% Walgreens 35 10 4.5%39 8 4.2% Trader Joe's 86 2 9.3% Marshalls of Danville 77 3 8.3% Safeway 48 6 5.2% Total Employees: 819 923 Note: 1. Data complied from Town of Danville Business License Division. Town of Danville Principal Employers in the Town of Danville Current Year and Previous Year 2025 2024 145 DRAF T 1 1 . 2 4 . 2 0 2 5 This page intentionally left blank. 146 DRAF T 1 1 . 2 4 . 2 0 2 5 OPERATING INFORMATION 147 DRAF T 1 1 . 2 4 . 2 0 2 5 Function 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Legislative 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Administration 6.50 8.25 8.25 7.75 7.75 6.75 6.75 6.25 7.00 7.00 Legal 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Police Services* 37.75 37.75 37.75 37.75 37.75 37.75 37.75 37.75 38.75 37.75 Development Services 29.75 27.00 27.00 26.50 25.50 23.50 23.50 23.50 23.50 23.50 Transportation Services 3.25 3.75 3.25 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Community Services Maintenance 31.00 31.00 31.00 31.00 31.00 31.00 31.00 31.00 31.75 31.75 Recreation, Arts & Community Services 37.75 38.25 38.25 42.00 42.00 42.00 42.00 42.00 41.00 33.00 Finance 5.25 5.25 5.25 5.00 5.00 5.00 5.00 5.00 4.00 4.00 Support Services 4.50 4.50 4.50 4.50 4.50 4.50 4.50 6.00 6.00 6.00 Community Events 0.50 0.50 0.50 0.50 0.50 0.50 0.50 0.50 0.50 0.50 Human Resources 2.50 2.50 2.50 2.25 2.25 2.00 2.00 2.00 2.00 2.00 Total 154.25 160.75 160.75 160.25 161.25 158.00 158.00 159.00 159.50 150.50 Source: Adopted Town Budgets Town of Danville Full-Time Equivalent Town Government Employees by Function Last Ten Fiscal Years Fiscal Year 148 DRAF T 1 1 . 2 4 . 2 0 2 5 Function 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Police:1 Arrests 515 500 447 391 281 165 229 250 328 312 Traffic violations 3,875 2,605 3,702 2,786 2,482 1,177 959 3,093 3,684 4,341 Parking violations 1,625 1,774 1,367 1,593 1,346 482 868 1,380 1,086 1,375 Public works: Street resurfacing (miles) 24 15.2 5.9 5.5 10.23 0 6.2 6.4 16.3 11.5 Pot holes repaired 181 249 84 309 149 163 84 547 109 481 Parks and recreation: Course registration 18,147 20,352 19,174 18,146 13,593 4,592 12,912 15,763 20,539 17,189 Facility rentals/permits 2 716 804 786 638 538 8 97 172 540 221 Picnic rentals 241 413 406 354 205 130 545 590 530 493 Note: 1. Police Statistics are reported end of calendar year 2. Facility rentals were previously tracked by the number of bookings, which may have included multiple bookings on one rental permit. As a result of the implementation of Active Network, a new registration software, rentals are now tracked only by rental permit. Source: Various Town departments Town of Danville Operating Indicators by Function Last Ten Fiscal Years Fiscal Year 149 DRAF T 1 1 . 2 4 . 2 0 2 5 Function 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Police: Stations 1111111111 Patrol units 12 13 13 13 13 13 13 13 13 13 Public works: Street (miles) 144.6 144.6 144.6 157.89 158.15 158.15 158.28 158.49 158.49 158.49 Street lights 1,417 1,417 1,158 1,158 1,158 1,158 1,158 1,158 1,182 1,200 Signalized intersections 51 52 54 54 54 54 54 54 54 54 Parks and recreation: Parks acreage 312.5 312.5 312.5 312.5 312.5 312.5 312.5 312.5 312.5 312.5 Parks 5555555555 Swimming pools 0000000000 Tennis courts 10 10 10 10 10 10 9999 Pickleball courts 0000022222 Community centers 3333333333 Source: Various Town departments Town of Danville Capital Asset Statistics by Function Last Ten Fiscal Years Fiscal Year 150 DRAF T 1 1 . 2 4 . 2 0 2 5 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 the Mayor and Members of the Town Council of the Town of Danville Danville, 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, each major fund, and the aggregate remaining fund information of the Town of Danville, California (the “Town”), as of and for the year ended June 30, 2025, and the related notes to the basic financial statements, which collectively comprise the Town’s basic financial statements, and have issued our report thereon dated December 16, 2025. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Town’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 Town’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Town’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 or significant deficiencies may exist that were not identified. DRAF T 1 1 . 2 4 . 2 0 2 5 To the Mayor and Members of the Town Council of the Town of Danville Danville, California Page 2 152 Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Town’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. 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 Town’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. Walnut Creek, California December 16, 2025 DRAF T 1 1 . 2 4 . 2 0 2 5