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HomeMy WebLinkAbout1978 & 1977 1 I 1 rw~ FLOW M9MORIAL HOSPITAL REPORT ON EXAMINATION OF FINANCIAL. STATEMRNTS YEARS ENDED SEPTEMBER 30.1978 AND 1977 l i r Towhe Ross & Co, February 8, 1979 i ,i 1 4 { Board of Directors { Flow Memorial, Hospital Denton, Texas s f We have examined the balance shoots of blow 6lamorial Hospi- tail, a political subdivision of the State of Texas, as of September 30, 1978 and 1977, and the related statements of revenues and expenses and changes in fund balances and changes in finanoial position for the years then ended, Our examinationv were made in . accordance with generally accepted auditing standards and, accord- ingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the oiroum- ' stances. in our opinion, the financial statements referred to above present fairly the financial position of Flow Memorial Hospital at c September 30, 1978 and 1977, and the results of its operations and the changes in its financial position for the ears th j conformity with generally accepted accounting principles applied on f`~kG / L'Oss 5Y n Certified Public Accountants V ~ 2001 ARYAN TOWER • SUITE 2400 • DALLAS, TEXAS 76201- (214) 741.3663 t .u " { ToWieRoss&Q . FLOW MMRIAL HOSPITAL t BALANCE; $HN1BT8 r. f ~ MEMS LY BI Se Ces~tbar 30 UNRESTRICTED FUND CURRENT ASSRTSt Cash, including certificates of deposit CURRENT is payable of $126,061 (1978) and $120,821 (1977) $ 136,316 $ !37,559 Aoaounts payable Receivables, less estimated ianoollect- Accrued expenses J'. ibles and allowanoes of $330,000 (1978) Current maturities of to and $2500000 (1977) 1,688,825 11432,391 Inventories 151,084 159,045 TOTAL CURRENT t,I Prepaid expenses and other assets 8 40_.870 LONG-TERM DEBT, lass out•ke TOTAL CURRENT ASSETS (Note C) 2,0571866 117690865 LAND, BUILDINGS, AND EQUIPMENT, lose aocumu- FUND BALANCE (Nate D) lated depreciation (Note g) 3,0~ 9~ 0j91 3,330 524 5x118,2, 5..100,38, RQ_.. T uND CASH 330 FUND BALANCE F See notes to financial statements, R F i . rtz J.]Ch,t~N.+UerR~d.picl.fy,'f+~f}}RI `~i~diN2,+livrn- ?.+4a4{Ii.I:ylsfNi4Ml(eA!F'iaNhM)ltr%AYIUPa/:4iNNi9 ra41.1y~1N1 1 1 1 h ~ it JJ i?k a LIABILITIES AND FUND B----=9-LANCES e tember q ,y p 6eptem_ b~30 s W, A Z 6 LIMED FUND yc~ CURRENT LIABILITIESf 316 $ 137,559 Accounts payable i Accrued expenses $ 721,460 $ 580,273 Current maturities of long-term debt 157,746 170,797 25 1.432,391 4 40. 00 84 159,045 TOTAL CURRENT LIABILITIES 1 40 n 0 9210025 - 791,570 LONG-TERM 099T, 1090 current maturities ~66 1,769,865 (Note C) ' FUND BALANCE (Note D) 630,741 673,752 3 52 3,596,490 3,535,067 5 148 267 5 10 3899 L--...=2 3 0 FUND BALANCE $ 441 2 330 r, 4 ~t~wilMfik~A,~Ru31WN'+7A~'+daw, v . y I 1. yr • , jai, `,t.{S. . FLOW MEMORIAL HOSPITAL . STATEMENTS OF REVENUES AND EXPENSES f AND CHANGES IN FUND BALANCES l YEARS ENDED SEPTEMBER 30 1978 AND 1977 t } 1978 1977 ~ ~ R CTED ND S 1 UNRESTRICTED P and" UNRESTRICTED FUND Equipment Renovation FUND all m l ~I PATIENT SERVICE REVENUE $ 71049,326 $ - $ - $ 5,667,575 I{ Allowances and contraoting agency $ - adjustments (1,385+057) - - f 892,,.1,050) : 30664,269 4,775,525 1 OTHER OPERATING REVENUE 144,476 37$ 5,808+745 - 41920,903 OPERATING EXPENSM Nursing services 1,990,926 0 1 Other 2,071,799 20 348 Generalreervioegal services - - 1,0729,701 I General and administrative 656834 1+160, - i,b69,844 - Depreciation +834 - 603,381 - Interest 278472 - - 2600701 47,733 26,203 M 6~ 206, 691 - - - 715 OPERATING LASS ( 397,946) ( 466,282) NONOPERATING REVENUEt Unrestricted contributions (Note E) 399,841 - - 366,823 € Miscellaneous q7+658) _ X093 - j f 370 18 - EXCESS OF EXPENSES OVER REVENUES ( 451763) - - ( 87,364) OTHER CHANGES IN FUND BALANCESa Gifts, bequests, and grants (Note E) - 16 297 290 ! Interfund transfers 71186 7 186) 452,2,47 2 e NOT CHANGE IN FUND BALANCES ( 38,577) 9,111 W 364,883 .1016 FUND BALANCES, beginning of year (Note D) 3163500671 21330 3,24 1 1 5 . FUND BALANCES, and of year (Note D) Q4=9164=92 1, 4 1 ~ LWOW, L.3 3 .r See notes to financial statements, I LI I, t yi. ifl N11 r~Ali ' "OKI 1977 1978 RE TRI TED D an TOTAL ALL FUNDS R TED N UNRESTRICTED an p Equipment Renovation 1979 ui men Renovation FUND - _ S 7,049x326 $ 51667,575 5,667►575 $ ' 45.0.1 2 050) - {1,3851057) { 892, 9 4,775o525 4,775,525 - 5,664,269 _ 144,476 78 - x_378 4, 91 ~..r:.--. 5,848_ 745 .4 , 91~-.-0 903 - - 6880348 1,688,348 w 2,071,799 L1,728,70'1 i 1,728,701 - Y 1,1,60x727 1,069,844 i 1,0691844 - 656,834 603,388 1 603,388 278,672 260►701 260x701 - 47 33 26►2Q3 i 26, 243 - - 66 06,691 5 377 397,946) ( 466,262) 466,282) - " 399,841 366,823 366,823 - 47-,658) 12_,495 eeee_ } - - 318 915 352,L83 37 , i---°-8) r 43r763) ( 87,364) Y 29x753 34,970 160297 64,723 16,297 4 2 2 7 ,(2 84) 423 6 ) " 1,169 {388,693 { 29,466) f 22,641) 9,111 " 364,883 8 2 330 3 270 1 4 19161 388 6 3 3-7-L-3 3,66qt- - _ c 3,607►931 $ 3,631,3.9.7 3 6 3 2 310 _ Y_-- 11 1=4 1 4 d•JIfAF NHY~','~~'V N1'itnkitJrv. ab )WyE.,...F. .q, .Sly l r! f 11 . a f L s S.l py IPi t y .!A{ y.'. Jla,iy l I i ~h4dwPw&cn a FLOW MEMORIAL HOSPITAL STATEMENTS OF CHANGES IN E'INANCIAL POSITION A i UNRESTRICTED FUND Year ended September 30 SOURCE OF FUNDS, :,i Hospital operations, Operating lose 8(3974946) 466,282) i De reaiation 278,672 260001 Other non-cash expenses - 5~ 5t76q Funds used by Hospital ( operations ( ( 63410? 2050581) Nonoperatinq revenues 352,183 370j9 18 1 Funds provided by Hospital operations and nonoperating revenues 288,673 173037 Transfers from Restricted Funds 7,186 452,247 Increase in long-term debt, less current mater ties - 557,_2x8 r 2 9 1,92.842 ~ xi APPLICATION Or FUND9t Additions to property, plant, and J equipment (not) Decrease in Jongg- term debt 94,303 10209,318 current maturltles, lees ' 43,011 - 137_,314 _ _I t 209,318 INCREASE (DECREASE) IN WORKING CAPITAL 18 545 26,676) yVr- CHANGES IN WORKING CAPITAL COMPONENTSt Increase (decrease) in current assetot Cash 8( 1,243) 8( 278#087) J Receivables 256,434 637,168 + Inventories ( 7,961) ( 30,451) Prepaid expenses and other assets 40,771 8,664 Due IrOtd Plant Renovation Fund - ( 24,3@4) 28~ 8j ~1 , 3120910 Increase (decrease) in currant liabilitiest Accounts payable 141,187 368,271 Accrued expensom ( 13,031) ( 27,815) j i Current :Maturities of long-term debt ,---1,320 S W) ) s4 C 26, j7f) 990 notes to financial statements, i n.a. a 4t \vn. w .i..;:.ni\ All. i.. 1V I t. i ~JQ!lC~tP ~5 E~CQ FLOW MEMORIAL HOSPITAL NOTES TO FINANCIAL STATEMENTS YEARS ENDED SFPTEMSER 30, 1978 AND 1977 A. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIESt i 1. General In 1971, the City of Denton, Texas and the County of Denton, Texas by mutual resolut;;on reorganized Flow Memorial, Hospital to c operate under the authority of Texas Civil Statute Article No. 4499(i)-1 aq a joint city-oounty hospital board, without taxing j powers, and to be designated as Denton County-City of Denton, Texas ( I Hospital Board. I The Hoard is composed of seven memberst four appointed by the Commissioner's Court of Denton County, and three appointed by the City Council of the City of Denton. i 26 Inventories Inventories, consisting primarily of pharmaceuticals and I E eupplies, are stated at the lower of cost (first-in, first-out method) or market. 3, Third-Pagty Rate Adjustments I ' Revenuos which totaled $2,298,000 and $1,753,000 for the years ended September 30, 1978 and 1977, respectively, wero r received from federal and state governments under provisions of public Law 89-97, Title XVIIT and Title XIX, known as Medicare and Medicaid, The 1978 revenue is subject to audit and retroactive adjustment by third-party payors, Inasmuch as these adjustments ' are subject to final settlement# any difference between the amounts accrued and the amounts settled is recorded in operations in the E year of settlement, J 4, Land, Buildings, and Ecuigment Land, buildings, and equipment are recorded at cost, or, in the case of property donated to the Hospital, at the fair market value at the date of the donation, Depreciation is calculated using the straight-line method over estimated useful lives as followei Land improvements 3 - 15 years "J Buildings 15 - 35 years Furniture and equipment 3 - 27 years ~ I f r>. dleRass&Ca FLOW MEMORIAL HOSPITAL r'. NOTES TO FINANCIAL, STATEMENTS (CONTINUED) i i , YEARS ENDED SEPTEMBER 301 1978 AND 1977 A, SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED)t t k«, 5. Contributions Contributions which have been restricted as to their use by the donor are credited directly to the fund balance of the Restricted Funds, At the time the funds are expended for the { i purpose specified by the donor, the related fund balance is trans- ferred to the Unrestricted Fund, Contributions which are not i { f j designated for a specific purpose by the donor are recorded as nonoperating revenues in the Unrestricted Fund. The Hospital "does 1 + not record the fair value of contributed services received since no objective basis is available to measure the value of such services, 6. Pension Plan The Hospital sponsors a money purchase pension plan covering all employees over twenty-five years of age with at least one ! year's continuous service, Plan participants are required to contribute two percent of base salaries and the Hospital five j rat'. ( percent. The hospital's policy is to fund the five percent oontri- y ution currently► reduced by any nonvested participant forfeitures, k )t.., There were no pension costs for 1978 as a result of nonvested participant forfeitures, Pension costs for 1977 totaled $34,579 j and were included in operating expenses. i 7. Income Taxes The Hospital is exempt from federal income taxes as a political subdivision of the State of Texas under Section 115 of the Internal Revenue Code of 1954. r 8, Trusteed Funds d Special funds have been established by the Hospital pursuant to certain requirements of the Denton County - City of Denton, Texas Hospital Board Revenue Bond indenture (Note C), These special funds, which are administered by a trustee, totaled $22,849 in 1978 and $10061 in 1977 and are included in other assets, ) 4, Recla~,sificationg Certain reclassifications have been made in the September 301 1977, financial statements to conform to September 30, 19781 classificaticns, 1 I mat i ; - 'h'd A)SS&Cn FLAW MEMORIAL HOSPITAL NOTES TO FINANCIAL STATEMENTS (CONTINUED) 4 YEARS MDED SEPTEMBER 30 1978 AND 1977 7 B. LAND, BUILDINGSr AND EQUIPMENT: Land, buildings, and equipment consist c the followings September $0 j Land and improvements $ 132,586 $ 132,586 Buildings 2,835,225 2,823,767 Furniture and equipment 2,.996,950 219766#667 51964,661 5,933,020 i Less accumulated depreciation 2 8 7 ,74270 2#602j602,~496 3490091 3 330 524 } C. LONG-TERM DEBT: Long-tern debt consists of: f ~~b~ Bonds: Series 1975, due July 1# 2000 $ 290,000 0 290,000 Series 1975-A, due July l# 1994 2@01000 2901000 i .a 970#000 570,000 ; Equipment notesa 5-6$ 102 5 1 1441,„$2 3 I 672,661 714,252 Less current maturities 41.1$20 4.0,500 630 4l 3 752 During 1975s t1%e Hospital began a project to expand and iioprovq Its existing building and medical facilities. Finonaing of 1 hhe project was accomplished by a 9407#410 grant from the Texas Board of Health Resources under the Federal Hill-Burton program (Department of Health, Education and Welfare) and the issue of r7; $5700000 in Denton County City of Denton, Texas Hospital Board Revenue Bonds. The project was completed during 1977, and the w~ ti, .111 Alt, r a~dtel~ass:~C~ M FLOW MEMORIAL HOSPITAL t NOTES TO FINANCIAL STATEMENTS (CONIPINUED } YEARS ENDED SEPTEMBER 30, 1978 AND 1977 t C. LONG-TERM DEBT (CONTINUE01 assets and related liabilities of the fund were transferred to the x~ Unrestricted Fund. At September 301 1977, all of the grant money had been received, and all of the bonds were issued and " outstanding, Repayment provisions of the bonds are as follower series 1975 - The bond agreement calls for scheduled i rincipal payments aggregating $60,000 during the period ~7uly 1► 1979 through July 1, 1986, in amounts ranging from ` $5,000 to $'10,000 each year. The refrr,inder of the bonds become callable for redemption beginning July 1, 1987, and are subject to mandatory redemption each July l thereafter in amounts ranging from $10,000 to $25,000. The bonds E bear interest at 6,984 per annum, Series 1975-A - The first $120400 is payable in equal ,.4 installments on July 1, 1981 and 19820 and bears interest at 76 per annum. The balance is due at the rate of $20,000 per year, beginning in 1987, and bears interest at 7.756 per annum, ..d The related bond agreements contain various restrictive covenants including limitations on additional long-term debt6 in addition, the bondholders have a lien on all revenues of the Hospital. E Subsequent to September 30, 1978, the Hospital signed a note for $90,720 payable to a vendor in connection with the purchase of new radi-caNera equipment, The note, which bears interest at 74 per annum and is collateralized by the new equipment, will be paid over a period of five years beginning December 1978, E ~ P } j Included in land, buildings, and equipment is $56,998 in the bonds Of thattamoue , d$21n681hwasecapiitalized renovation during fiscal 1977, I ;4 Equipment notes payable are collateralized by equipment with i A depreciated cost of approximately $95,000 at September 30, 1978. ucheduled payments on the notes, including interest, are as follows$ $460682 - 19791 $37,566 - 19801 $23,231 - 1981) $3,789 - d 1982, . d 'jb!!C{te RQSS I' FLOW MEMORIAL HOSPITAL NOTES TO FINANCIAL STATEMENTS CONTINUED YEARS ENDED SEP'1'EMDER 30 1978 AND 1977 t D. UNRESTRICTED FUND BALANCES The sources of the unrestricted fund balance are detailed as follows$ Se tember 30 + $(1,166,829) $(1,128,252) I I Operations 11696,871 1,696,871 y County of Denton 393,166 393,166 ~..1 City of Denton 240,461 240,461 Flow Estate bequest 20125,281 2,125,281 Federal grants 307 540 40 1i Pledges and gifts - ---•-i"" ~r 111 " 3 596 A 0 ~i6_„~__31 F E. FLOW MEMORIAL HOSPITAL FOUNDATION, INC.$ r 4. ~1 Flow Memorial Hospital Foundation, Inc., a tax-exempt no i for-profit organization, contributed to the Hospital$32'4 12 tn 1978 and 835x323 in 1977Adi iionel aontribu ions of $28,3841in81977 t. w7 nanoperating revenue. )were restricted for the purchase of equipment and were added to the I Equipment Fund balance. 1. F. CONTRIBUTIONSS Texas The Hospital receives funds from the city of Denton, and the County of DentonP Texas to Eora1979 thcos of otHospiralrhad hospital pare. As part o requested $229,000 and eOi Yeepeatively, from the City and appr v County. The county ed onaahelft of athen amount srequestedv on the ~y City has only budget grounds that support of one half. of the 1toapttalAndohCaun~Yoataxedyy the citizens of Denton thThegtotal amo ntybudgeted Blythe C re resents double taxation. p for fiscal 1979 of $292,000 is app 'the and County 000 { i 1978. j lines than amounts funded by the City and County during andCounty { ospital plans to compensate for the decrease in City Funding through inoreased patient service rate charges during 1979s i~ r + s I f