HomeMy WebLinkAboutFinancial Stmnts for PDRF Corp - FY Ending 6/30/07:EP
CITY OF PALM DESERT
FINANCE DEPARTMENT
Staff Report
REQUEST: RECEIVE AND FILE THE PALM DESERT RECREATIONAL FACILITIES
CORPORATION AUDITED FINANCIAL REPORTS FOR THE FISCAL YEAR
ENDED JUNE 30, 2007
DATE: JANUARY 24, 2008
CONTENTS: PALM DESERT RECREATIONAL FACILITIES CORPORATION AUDITED
FINANCIAL REPORT FOR FISCAL YEAR ENDED JUNE 30, 2007
Recommendation:
By Minute Motion, that the City Council receive and file the audited financial
statements of the Palm Desert Recreational Facilities Corporation for the fiscal year
ending June 30, 2007.
Background:
The Palm Desert Recreational Facilities Corporation (PDRFC) is a corporation that provides food
and beverage services exclusively to the Desert Willow Golf Resort.
Lance, Soil & Lunghard, LLP, performed and completed the annual independent audit for the fiscal
year ended June 30, 2007, for the PDRFC in November 2007, in accordance with generally accepted
auditing standards. In the auditor's opinion, the basic financial statements present fairly, in all
material respects, the financial position of the PDRFC as of June 30, 2007, and the results of its
operations of the year then ended are in conformity with accounting principles generally accepted in
the United States of America.
In conducting the audit, the auditors are also required to test the PDRFC's internal controls. For the
year ended June 30, 2007, the auditors did not issue a management letter, indicating that its current
internal controls are adequate.
The Audit, Investment and Finance Committee received the audited financial statements for the
PDRFC at their January 22, 2008 meeting, and it was recommended that the statements for the
fiscal year ended June 30, 2007 be received and filed by the City Council.
Paul S. Gibson, Director of Finance/City Treasurer
Carlos L. Ortega, City Manager
CITY COUNCIL ACTION
APPROVED , DENIED
RECEIVED t F; (e_ OTHER
MEETING DATE j -4-f�
AYES: Cc linei'i-f Elec!ei) 3tiMoii
NOES: Nc
ABSENT: Ke.ilyy
ABSTAIN: iJ t ktr
VERIFIED BY: (?,DrC(Cc
Original on File withCity Clerk's Off
G:\Finance\Niamh Ortega\Staff Reports\Audit staff reports 2007\audit 2007 PDRFC statements.rtf
PALM DESERT
RECREATIONAL FACILITIES CORPORATION
PALM DESERT, CALIFORNIA
FINANCIAL STATEMENTS
JUNE 30, 2007
PALM DESERT
RECREATIONAL FACILITIES CORPORATION
PALM DESERT, CALIFORNIA
FINANCIAL STATEMENTS
JUNE 30, 2007
PALM DESERT RECREATIONAL FACILITIES CORPORATION
TABLE OF CONTENTS
JUNE 30, 2007
Page
Number
Independent Auditors' Report 1
Management's Discussion and Analysis 3
Basic Financial Statements:
Exhibit A — Statement of Net Assets 8
Exhibit B — Statement of Revenues, Expenses and Changes in Net Assets 9
Exhibit C — Statement of Cash Flows 10
Notes to Basic Financial Statements 11
Lance Brandun W.Burrows
Donald L.Parker
SO" � Michael K.Chu
David E.Hale
Lu n g h a rd .�Proje.s.siono/Lbrporariun
Donald G.Slater
LLP Richard K.Kikuchi
Cc�rtified I'ri/ilic .�rc���untcr�rt.s Retired
Robert C. Lance
1914-1994
Richard C.Soll
Fred J.Lunghard,Jr.
192N-1994
INDEPENDENT AUDITORS'REPORT
Board of Directors
Palm Desert Recreational Facilities Corporation
City of Palm Desert, California
We have audited the component unit financial statements of the Palm Desert Recreational Facilities
Corporation, a component unit of the City of Palm Desert, Califomia, as of and for the year ended
June 30, 2007, as listed in the accompanying table of contents. These component unit financial
statemenis are the responsibility of the Palm Desert Recreational Facilities Corporation's management.
Our responsibility is to express an opinion on these component unit financial statements based on our
audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States of
America and the standards applicable to financial audits contained in Government Auditing Standards,
issued by the Comptroller General of the United States. Those standards require that we plan and
perform the audit to obtain reasonable assurance about whether the component unit financial statements
are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the
amounts and disclosures in the component unit financial statements. An audit also includes assessing the
accounting principles used and significant estimates made by management, as well as evaluating the
overall financial statement presentation. We believe that our audit provides a reasonable basis for our
opinion.
The component unit financial statements referred to above include only the financial activities of the Palm
Desert Recreational Facilities Corporation. Financial activities of other component units that form the
reporting entity are not included.
The management's discussion and analysis is not a required part of the basic financial statements but is
supplementary information required by the Governmental Accounting Standards Board. We have applied
certain limited procedures, which consisted principally of inquiries of management regarding the methods
of ineasurement and presentation of the required supplementary information. However, we did not audit
the information and express no opinion on it.
In our opinion, the component unit financial statements referred to above present fairly, in all material
respects, the financial position of the Palm Desert Recreational Facilities Corporation as of
June 30, 2007, and the results of its operations and cash flows for the year then ended in conformity with
accounting principles generally accepted in the United States of America.
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�� FX4'P.p�J[CE 203 N.Brea Bivd.,Suitc 203 • Brca,CA 92821-4056�(714)672-0022 • Fax(714)672-0331 •www.lslcpas.com
Lance
Soll s
Lunghard
LLP
GERIfF/EO<f/BLIC�CCOUNrAHfS
Board of Directors
Palm Desert Recreational Facilities Corporation
In accordance with Government Auditing Standards, we have also issued our report dated
November 20, 2007, on our consideration of the City of Palm Desert's internal control over financial
reporting and our tests of its compliance with certain provisions of laws, regulations, contracts, grant
agreements and other matters.
� �� �-� ���
. ���,
November 20, 2007
2
MANAGEMENT'S DISCUSSION AND ANALYSIS
Our discussion and analysis of the financial performance of the Palm Desert Recreational Facilities
Corporation (the Corporation), a component unit of the City of Palm Desert, provides an overview of the
City's financial activities for the fiscal year ended June 30, 2007. Please read it in conjunction with the
Palm Desert Recreation Facilities Corporation's financial statements.
FINANCIAL HIGHLIGHTS
• Palm Desert Recreational Facilities Corporation's net assets deficit increased by 48,528 from
$403,981 to$452,509.
• Palm Desert Recreational Facilities Corporation's gross income of$2,465,619 was an increase of
$255,819(12°/a)over last year.
• Palm Desert Recreational Facilities Corporation's gross profit increased by $156,222 (10%) from
last year. The gross profit margin' dropped 1% to the industry average of 68%
• Palm Desert Recreational Facilities overhead (Maintenance & Operations and General &
Administrative)increased by$208,469 (14%).
• Palm Desert Recreational Facilities Corporation's cost of goods sold increased by$99,597, which
represents a 14 percent increase from the previous year.
• Palm Desert Recreational Facilities Corporation's Se!ling and Administrafive Expense
Percenfage2 increased 1% to 70%.
USING THIS ANNUAL REPORT
This annual report consists of a series of financial statements. The Statement of Net Assets and
Statement of Revenues, Expenses and Changes in Net Assets (on pages 8 and 9) provide information
about the activities of the Palm Desert Recreational Facilities Corporation as a whole, and present a
long-term view of the Corporation's operations.
REPORTING THE COMPONENT UNIT AS A WHOLE
The Statement of Net Assets and the Statement of Revenues, Expenses and Changes in Net
Assets:
Our analysis of the Palm Desert Facilities Corporation as a whole begins on page 8. The Corporation
plays a vital role in completing the overall project known as Desert Willow Golf Resort (a municipal golf
course owned by the City of Palm Desert). The Corporation's main function is providing the Food and
Beverage operations at the Desert Willow Clubhouse. The restaurant operation within the environment of
the golf industry is a necessary complement to a round of golf. The main focus of our analysis of the Palm
Desert Recreational Facilities Corporation's operations is the profitability of the food and beverage
activities and tailoring the restaurant to meet the expectation of al! golf enthusiasts alike.
'The gross profit margin is calculated by dividing gross profit by gross sales.The gross profit margin indicates how well sales are
performing when compared to expectations and the industry. The corporation expected an industry gross profit margin of
approximately 68%.
Z The selling and administrative expense percentage is calculated by dividing the sum of the Maintenance & Operations and the
General &Administrative costs by the gross sales.This percentage indicates how well the corporation's overhead is maintained in
relation to sales.The goal is to derive at overhead cost of approximately 64%or lower.
3
What is the outcome for the food & beverage operations for this fiscal year? The Statement of Net Assets
and the Statement of Revenues, and the Expenses and Changes in Net Assets report information about
the Component Unit as a whole and about its activities. This report along with the financial highlights,
noted above, illustrates the operations and the profitability of the food and beverage activities. These
statements include all assets and liabilities of the Corporation using the accrua/basis of accounting. With
the accrual basis of accounting, all of the current year's revenues are recognized when earned instead of
received, and all expenses are recorded when incurred instead of when paid.
These two statements report the Palm Desert Recreational Facilities Corporation's net assets and
changes in net assets. Net assets are the difference between assets and liabilities, which is one way to
measure the Corporation's financial health, or financial position. Over time, increases or decreases in the
Corporation's net assets are an indication of whether its �nancial health is improving or deteriorating. To
determine the profitability of the Corporation, consideration should also be given to other non-financial
factors such as the changes in consumer spending as a direct result of the overalt economic indicators,
as well as changes in the significant industry factors such as price per golf round and level of tourism.
THE COMPONENT UNIT AS A WHOLE
The Palm Desert Recreational Facilities Corporation's combined net assets deficit increased by $48,528
from $403,981 to $452,509. For the first three years of operations (1997-2000), ihe Corporation operated
out of a temporary facility; beginning in April 2000 the Corporation moved into and began operating from
its permanent restaurant located within the Desert Willow Golf Course Clubhouse. Although the
Corporation has continued to recognize a deficit net asset, our analysis indicates an upturn in operations
and predicts an eventual turnaround within a few years. Our analysis below focuses on the net assets
(Table 1)and changes in net assets (Table 2) of the Corporation.
4
TABLE 1
NET ASSETS
(IN THOUSANDS)
As of June 30,2007 and 2006
Component Unit
Activities
2007 2006
Current and restricted assets $ 252,333 $ 192,534
TOTAL ASSETS 252,333 192,534
Other liabilities 704,842 596,515
TOTAL LIABILITIES 704,842 596,515
Net assets(deficit):
Unrestricted (452,509) (403,981)
TOTAL NET
ASSETS(DEFICIT) $ (452,509) $ (403,981)
The fiscal year end loss of $48,528 increased the deficit in net assets by 12%. The major factor in
contributing to the fiscal year loss was the increase in the California Minimum Hourly Wage Rate, which
increased from �6.75 to $7.50. Although the Corporation continues to experience a deficit in net assets,
we expect the Corporation will began to recognize net profit and eventually eliminate the deficit; resulting
in a positive net assets. Nonetheless, the Restaurant is a necessary ingredient in the overall golf resort
experience and will continue to operate.
5
TABLE 2
CHANGES IN NET ASSETS
As of June 30,2007 and 2006
Component
Activities
2007 2006
REVENUES:
Program Revenues:
Food&Beverage $ 2,465,619 $ 2,209,800
TOTAL REVENUES 2,465,619 2,209,800
EXPENSES:
Cost of Goods Sold 785,821 686,224
Maintenance&Operations 1,479,889 1,268,619
General&Administrative 248,437 251,238
TOTAL EXPENSES 2,514,147 2,206,081
INCREASE(DECREASE)
IN NET ASSETS S (48,528) $ 3,719
Component Activities
Total revenue increased from $2,209,800 to $2,465,619, a 12% increase. The main factor involved with
this increase is the fact that Palm Desert Recreation Facilities has continually become more efficient with
operations. This fiscal year was the seventh full year of operations at the Desert Willow Clubhouse.
During this fiscal year the Corporation was able to market their banquets and outings based on the
previous years' history. Factors that contributed to the increase are as follows:
• Efficiency in marketing and attracting new and repeat business.
• Continued patronage of customers and corporate groups.
• Increased Banquet and outing operations.
• Consistency in golf rounds played.
• Aggressive marketing to golfers on the golf course.
As Table 2 above indicates, total expenses increased from $2,206,081 to $2,514,147, a 14% increase.
The major factor in the increase in expenditures was the increase in labor costs. During the fiscal year the
California Minimum Wage Rate increased from $6.75 to $7.50 per hour, an 11% increase. The remaining
increase was a normal response to the additional business activities recognized during the fiscal year.
The Gross Profit Margin and the Selling and Administrative Expense Percentage were consistent with
previous years, indicating that the increase in overall expenses correlates with the increase in business.
CAPITAL ASSET AND DEBT ADMINISTRATION
Capital Assets/Debt Administration
The Palm Desert Recreational Facilities Corporation does not own or lease any capital assets;
subsequently, there is no debt related to capital assets presented on their financial statement. More detail
is presented in the notes to the Financial Statements.
6
ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS
In preparing the budget for 2008, management looked at the following economic factors:
• Energy and fuel cost: Uncertainty lingers regarding the energy crisis in California and the
repercussions of increased energy and fuel costs remain. The Palm Desert Recreational Facilities
Corporation has taken measures to reduce energy usage in the high peak period without
impacting the quantity or quality of service.
• Prices: The prices for goods and services in the golf industry have remained constant for the last
four years. Many public golf facilities have maintained their marketing strategies and held prices
constant in response to consumer choices. At this point, it appears that the pricing for golf and
amenities has met the current demand; hence, prices are held constant. Nonetheless, the Palm
Desert Recreational Facilities Corporation continues to aggressively market and advertise to
secure their market share in the local and regional golf industry.
• National Economy: The golf and hospitality industries refy heavily on a strong national and local
economy. With a strang national economy, the market demand for leisure activities such as golf
and dining is increased; however, in an economic downturn or a slowing of the economy, the
typical trend is for the consumer to reduce their consumption of leisure activities. The current
increases in fuel costs will increase the cost of food and beverage inventory, causing upward
pressure on the prices at the restaurant, resulting in a reduction in sales. The Palm Desert
Recreational Facilities Corporation does not know the extent of the impact that the erratic fuel
costs would have on tourism to the Coachella Valley, but since the golf industry relies heavily on
the local tourism industry for their revenue, a downturn in tourism would affect the Corporation's
revenue.
• Housing Market: There appears to be an upward trend in the number of housing foreclosures in
the Coachella Vaifey as well as in Southern California, Because, the golf industry relies heavily on
a strong economy, the fiscal impact of the current housing market on the overall economy may
reduce play and reduction of the usage of the restaurant causing a downward trend on revenues.
At this point the economic impact pf the housing market is unknown. A mid-year analysis will be
performed and budget adjustment will be made accordingly.
• During the 2006-2007 fiscal year the State of California raised the minimum wage rate from $6.?5
to �7.50 (11%) per hour. On January 1, 2008, the state anticipates to raise the minimum wage
rate to$8.00 an hour, an additional 7% increase. Management will continue to analyie the impact
of the increased minimum wage rate and determine how to best maximize profits without over
pricing the food and beverage products. A mid-year analysis will be performed and budget
adjustments will be made accordingly.
A copy of the Corporation's 2007-2008 financial plan can be obtained by contacting the Palm Desert
Recreational Facilities Corporation (see below).
CONTACTING 7HE CORPORATION'S FINANCIAL MANAGEMENT
This financia! report is designed to provide the users with a general overview of the Palm Desert
Recreational Facilities Corporation, a component unit of the City of Palm Desert. If you have questions
about this report or need additional financial information, contact the Controller at Palm Desert
Recreational Facilities Corporation at 38-995 Desert Willow Drive, Paim Desert, California 92260.
7
PALM DESERT RECREATIONAL FACILITIES CORPORATION Exhibit A
STATEMENT OF NET ASSETS
JUNE 30,2007
Assets:
Cash and cash equivalenfs $ 166,014
Accounts receivable 48,700
Inventory 31,639
Prepaid expenses 5,980
Total Assets $ 252,333
Liabilities:
Current:
Accounts payable $ 38,788
Accrued liabilities 22,292
Advance from related party 601,762
Unearned revenue 42,000
Total Liabilities 704,842
Net Assets(Deficit):
Unrestricted (Deficit) (452,509)
Totat Net Assets(Deficit) $ (452,509)
See independent auditors' report and notes to financial statements.
8
PALM DESERT RECREATIONAL FACILITIES CORPORATION Exhibit B
STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS
FOR THE YEAR ENDED JUNE 30,2007
Operating Revenues:
Food and beverage sales S 2,465,619
Operating Expenses:
Cost of goods sold 785,821
Maintenance and operations �,479.889
General and administrative 248,437
Total Operating Expenses 2,514,147
Operating income (Loss) (48,528)
Change in Net Assets (48,528)
Net Assets (Deficit)-Beginning of the year (403,981)
Net Assets(Deficit) -End of the year $ (452,509)
See independent auditors' report and notes to financial statements.
9
PALM DESERT RECREATIONAL FACILITIES CORPORATION Exhibit C
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED JUNE 30,2007
Cash Flows From Operating Activities:
Receipts from customers $ 2,463,988
Payments to suppliers (2,416,570}
Net Cash Provided (Used) by Operating Activities 47,418
Net Increase in Cash and Cash Equivalents 47,418
Cash and Cash Equivalents-Beginning of the Year 118,596
Cash and Cash Equivalents -End of the Year 5 166,014
Reconciliation of Operating Income(Loss)to Net Cash
Provided (Used) by Operating Activities:
Operating income (loss) $ (48,528}
Adjustments to reconcile operating income (loss)to net cash
provided (used) by operating activities:
Change in assets and liabilities:
Receivables (9,381}
Prepaid (1,904)
Inventories (1,096)
Accounts and ather payables (11,513)
Accounts payable related parties 112,090
Unearned revenue 7,750
Net Cash Provided (Used) by Operating Activities $ 47,418
See independent auditors' report and notes to financial statements.
i0
PALM DESERT RECREATIONAL FACILITIES CORPORA710N
NOTES TO FINANCIAL STATEMENTS
FOR THE YEAR ENDED JUNE 30,2007
Note 1: Summary of Significant Accounting Policies
a. General
The Palm Desert Recreational Facilities Corporation (the Corporation) is a Corporation
that provides food and beverage services exclusively to the Desert Willow Golf Resort
(the Golf Resort). The Corporation is a discrete component unit of the City of Palm Desert
(the City) and is reported as an Enterprise Fund in the City's basic financial statements.
The Corporation was incorporated on February 25, 1997. The Board of Directors of the
Corporation consists of two members of the City Council and two members of the public
at large. 7he annual Board of Director's meetings is held the second Monday of June at
11:00 a.m. at the principal office of the Corporation.
b. Basis of Accounting
On July 1, 2000, the Corporation adopted the provisions of GASB Statement No. 34
("Statement 34") of the Governmental Accounting Standards Board, Basic Financial
Statements - and Management's Discussion and Analysis - for State and Local
Governments. Statement 34 established standards for external financial reporting for all
state and local government entities,which includes a statement of net assets, a statement
of revenues, expenses and changes in net assets and a statement of cash flows. It
requires the classification of net assets into three components - invested in capital assets,
net of related debt; restricted; and unrestricted. These classifications are defined as
follows:
• Invested in capital assets, net of related debt - This component of net assets
consists of capital assets, including restricted capital assets, net of accumulated
depreciation and reduced by the outstanding balances of any bonds, mortgages,
notes, or other borrowings that are attributable to the acquisition, construction, or
improvement of those assets. If there are significant unspent related debt
proceeds at year-end, the portion of the debt attributable to the unspent proceeds
are not included in the calculation of invested in capital assets, net of related
debt. Rather, that portion of the debt is included in the same net assets
component as the unspent proceeds.
• Restricted - This component of net assets consists of constraints placed on net
asset used through external constraints imposed by creditors (such as through
debt covenants), grantors, contributors or laws or regulations of other
governments or constraints imposed by law through constitutional provisions or
enabling legislation.
• Unrestricted net assets -This component of net assets consists of net assets that
do not meet the definition of "restricted" or "invested in capital assets, net of
related debt."
The adoption of Statement No. 34 had no effect on the basic financial statements except
for the classification of net assets in accordance with the statement and the reflection of
capital contributions as a change in net assets.
See Independent Auditors' Report
11
Palm Desert Recreational Facilities Corporation
Notes to Financial Statements(Continuedj
Note 1: Summary of Significant Accounting Policies
The Corporation reports its activities as an enterprise fund, which is used to account for
operations that are financed and operated in a manner similar to a private business
enterprise, where the intent of the Corporation is that the costs (including depreciation)of
providing goods or services to the general public on a continuing basis be financed or
recovered primarily through user charges. Revenues and expenses are recognized on the
accrual basis. Revenues are recognized in the accounting period in which they are earned
and expenses are recognized in the period incurred, regardless of when the related cash
flow takes place.
Operating revenues, such as food and beverage sales, result from exchange transactions
associated with the principal activity of the Corporation. Exchange transactions are those
in which each party receives and gives up essentially equal values.
The Corporation has elected under GASB Statement No. 20, Accounting and F�nancial
Reporting for Proprietary Funds and Other Governmental Activities that Use
Proprietary Fund Accounting, to apply all GASB pronouncements as well as any
applicable pronouncements of the Financial Accounting Standards Board (FASB), the
Accounting Principals Board (APB), or any Accounting Research Bulletins (ARB) issued
on or before November 30, 1989, unless they contradict or conflict with GASB
pronouncements.
c. Capital Assets and Depreciation
Capital assets are defined by the Corporation as assets with an initial cost of more than
$500 and an estimated life in excess of one year. Such assets are recorded at historical
cost or estimated historical cost if purchased or constructed. Donated capital assets are
recorded at estimated fair market value at the date of donation.
The cost of normal maintenance and repairs that do not add to the value of the asset or
materially extend asset lives are not capitalized.
Machinery and equipment are depreciated using the straight-line method over the
following estimated useful lives:
Assets Years
Machinery and equipment 3—7
As of June 30, 2007, the Corporation did not have any capital assets or related
depreciation expense.
d. Budgets
Kemper Sports Management, Inc., is required to submit to the City an operating budget
containing estimates of all the Corporation expenses for the next operating year, including
expenditures for: a) property operation and maintenance, b) repairs, replacements and
alterations which do not consfitute capital improvements, c) furnishings and equipment
and operating inventory, and d) advertising, sale and business promotion. The budget is
required to be reviewed and approved by the City prior to July 1 of each year.
See Independent Auditors' Report
12
Palm Desert Recreational Facilities Corporation
Notes to Financial Statements(Continued)
Note 1: Summary of Significant Accounting Policies
e. Cash, Cash Equivalents and Credit Risk
For purpose of the statement of cash flows, the Corporation considers all unrestricted
highly liquid investments with an initial maturity of three months or less to be cash
equivalents. The carrying value was $166,014 and the deposit value was$207,091.
The City has implemented GASB Statement No. 40, Deposit and Investment Risk
Disciosures. This pronouncement is an amendment to GASB Statement No. 3. GASB
No. 40 establishes and modi�es disclosure requirements related to deposit and
investment risks. The information required by GASB Statement No. 40 related to
authorized investments, credit risk, etc., is available in the annual report of the City.
f. Inventories
Inventories are stated at the lower cost or market (no adjustments were made to reduce
inventory below cost)with cost determined using the Weighted Average Cost Method. At
June 30, 2007, inventory consisted of $31,639 in merchandise for sales of food and
beverages.
g. Leases
Leases, which in substance transfer all of the benefits and risks equivalent to ownership
of the property are classified as capital leases. The related assets and liabilities are
recorded at amounts equal to the lesser of the present value of the minimum lease
payments or the fair vaiue of the leased property at the beginning of the respective leased
terms. Generally, such assets are amortized over their economic lives. Interest expense
relating to the lease liabilities is recorded to effect constant rates of interest over the terms
of the leases. All other leases are classified as operating leases and related rentals are
charged to expense as incurred.
Note 2: Related Party Transactions
Advances From Related Party
As of June 30, 2007,the Corporation owed the following amounts to related parties:
Desert Willow Golf Course $ 136,762
City of Palm Desert 465,000
$ 601,762
The Corporation has an operating lease with the City of Pafm Desert for use of the
facilities (see Note 3).
See Independent Auditors' Report
13
Palm Desert Recreational Facilities Corporation
Notes to Financial Statements(Continued}
Note 3: Commitments and Contingencies
Operating Leases
Obligations under operating leases are as follows:
The Corporation has an operating lease with the City of Palm Desert for use of the
facilities.The terms of the lease are $8,000 per month beginning June 4, 1997. The lease
is a month-to-month lease with no expiration date. On May 18, 2004, the Corporation
approved an increase in the lease payment to begin on July 1, 2004. The new lease
payment is $15,000 per month. Total rent expense incurred for the year ended
June 30, 2007, under this lease was $180,000.
Management Agreement
The Corporation is managed by Kemper Sports Management, Inc., under an agreement to
manage and operate Desert W illow Golf Course, a component unit of the City of Palm Desert.
This agreement commenced on July 1,2007, and will expire on June 30, 2008.
Note 4: Risk Management
The Golf Resort is covered by insurance purchased by Kemper Sports Management Inc.,
general managers, which includes commercial liability, automobile, worker's compensation
and overall umbrella excess liability insurance through Aon Risk Services, Inc. of Illinois. The
corporation is named as additional insured.
Note 5: Other Disclosures
The Palm Desert Recreational Facilities Corporation has a net asset deficit of $452,509,
which will be eliminated by increasing revenues through banquet reservations.
See Independent Auditors' Report
14