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HomeMy WebLinkAbout1985 M CITY OF DENTON { ~ COMPREHENSIVE ANNUAL FINANCIAL REPORT 7 Year Ended September 30, 1985 j i r i Prepared by the CITY OF DENTON FINANCE DEPARTMENT ! I CITY COUNCIL r Richard 0. Stewart, Mayor Charles Hopkins. Mayor Pro-Tem Mark R. Chew Joe G. Alford Bool ; Mci lams i James W. 7,ddlt yFrge• Ray Sterhens i ti ACTING CITY MANAGER Rick SV¢hIa ~ I DIRECTOR OF FINANCE k John F. McOrane i ~ t t ' f P. E. i 3 L 1 1 j, . ;P . ~l A - IuLt Of CONSENTS Pyf SECTION: l organization Chart 1 carlillcato of Cenforasncs fitlAXCtAL CCCTION: t Auditors' Report Ceabtied financial Itatanentl • Cvotvity (General Purpolt Tin+neial Ststront,)- „ • to Ceeblud Balance Shoat - All Fund Types and u t aunt Cron ps Combined Itatoont of to vena41, topenditarss and Charles in fund Batangas . All Ceverountal fund Types and tspcndable Trust funds 14 Coehtned as tarot of Iovenuos, txpendlturee and Changer in land Sdaud$ Budget end get Al - Cenral, Special Ravanue, Debt Service and 11 Cepp Std project fund Types Caablud stafsenl at teveauoo, CAPsaus and Changes to tetatnsd f0 terminal - All Proprietary fund Types and scale p/ndabla Trust Funds CCabinet Sltsrnt of Ravenues, Rxpenado And Chonaas in Attained 77 terminal - Budget and Act, it - All Proprtstory Bond Types Combined statoune of Chat so in financial position - All proprietary fund Type, sad Nonospal2ble Trust roads 114 '.f., Notes to finantid Iftaraf 26 Cosbining and atialdRel fund financial fester nf- 6e S~mbary ry of apllied Revenue funds s' . U CwDining Rallied Sheet - All Iptetd tr anus Bands i Caabinlns Itsteunt of Revanuu, Ixp4a04uros and Chingos A7 in land Wimw - Alt spacial Saving, Finds Caabinlna Stotuant of Movement God Lmpanditures - Dud alt A/ sea Actual - All Spacial Revenue Finds s1 Suteutrr of capital Projects Sundt 53 c - Coobinina IAllnts Shut - Ati Cep ltd Ireleril TUM44 Combining stattunt of Revanuu, CApandltued■ and Changes in had !1 let antes - All Capital Projects loose !1 subdue of tntarptt o funds ate.' !7 _ Coabi ulna lstante Sheet - All toteryriss Combining Iftamenl of 11040441, Expenses and Choopo to Retained it tarotnal • All tnterpriso Fund, 'f Coasintnt ststassnt of Revenues, Repented dne Changer in Retained 17 I o: a anal - ludgtt and Aetosl - Alt tnurpriu ,funds . • Combining Be .t befit of Changes In Financial position - All SI to ferried Bondi . to , y at interest Service ~fundt 666 1 Combining Winta Sheet - All Ints"Al service funds Combitio.g Itatsant of tevenude, txponeee and Chongal to . 11 Itst a fW Sitting$ - All Internet Service funds C"Binlmt Iteteunt of Charles in finantid Position - All T1 Internal Service Finds 7) tusoty of trust and Agana funds 71 Combiolna 1oloae4 Shoot - All Trust and Agency funds . 71 Itettunt of Changes In Aa ilia and LSsblllttle - Agonel fund Supplemental Tinenelal Inferastlen- 10 damamery of Utility lyttea Foods I1 Cenbietna Silence shat - 0 e111 ty tyttem . Cwbininl Itafment of Revalue r, Upenue and Mailed to Ratoinal 14140gs • Utility ystab STATISTICAL ASCII": 1 Contras Caratnnsnt Dopandit4r41 by Function Last Tom Reed Turl Bt 1 ,i ' 7 General 1141onues Seurat Last TOM Illicit Yued 11 i • 1 Property Tag Nr,es and Cellst alone Lut Tom Fiscal Two Ii A A$ *boil and Idlaated Act,d Value of Toaabla Property 11 Lest Ten /'deal Teooe . I Prop?tf To. toted and tu~LSV Gee -~AI1~Over lepplnt Cen rnme of f! Last Tom Fiscal Testa 11 JI 6 special Ala Pent Collections Loot Ten Tistel Tests , 1 Astir of Oat Coastal Iandd Debt to Aaseedtd flue and Net ' Ronald robt per Capita Lilt to" Ilsc l Taus 97 1 Cotop.Witn of L4141 Debt Nelin If , 1 Computetlea of Direct and overloppits Debt too { 10 Ratio if A.auol Debt 14"tC4 tsponUtures ale: Cane111 101 } ..J RoOdar Me to Total Control tvpenditures Lost Ten fiscal Toole 101 11 Aevanue Im.d Covers It - Loa ten fiscal Years Lu,.,t.t a . . y is Property Value, Cen, t ruction and tank Deposits - aliacal Tea, 10 104 i tl Principal Taapayifa lot t 1! 16 Ithsduie of lnsuronee In forte 107 15 Drmeaosphie lutiaties • Lost ten fiscal roots 16 Klltillsnaeus Italiaeltsl Data lYl E r i I r i i i 1 M 01TY Of D/NTON, TtX4* MUNICIPAL BUILDING l 215 E. McKINNEY ST. I DENTON, M TEXAS 76207 Dec"i er 20, 1954 To the Honorable Mayor, Acting City Manager and City Council, City of Dentoni The Comprehensive Annual Financial Report of the City of Denton, for the fiscal year ended September 30, 1985, is submitted herewith. This report was prepared by the City's Finance Department, Responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the City, we believe the data, as presented, is accurate in all material aspects, that it is presented in a manner designed to fairly set forth the financial operations of the City as measured by the financial activisi and results tyiOf its various of fundsl and that all. disclosures necessary to enable the reader to gain the maximum understanding of the City's financial affairs have been included. I N r Accounting System and Budgetary Control 3 In developing and evaluating the City's accounting system, consideration is given to the adequacy of internal accounting controls. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use or disposition{ and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognises that: (1) the cost of a control should not exceed the benefits likely to be derivedi and (2) the evaluation of costs and benefits requires estimates and judgments by management, ? All internal control evaluations occur within the above framework. We believe that the City's internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions, Budgetary control is maintained at the activity level by the q encumbrance of estimated purchase amounts prior to the release of purchase orders to vendors. Purchase orders which result in an overrun of activity balances are not released until additional appropriations are made available. Open encumbrances are reported as rezervations of fund balance at September 300 1985. 8171568$200 DIPW METRO 1312520 The Reporting Entity and itt Services This report includos all of the funds and account groups of the City. It Includes all activities cartreiled by or dependent on the City. The City provides the full ranTe of municipal services contemplated by statute or charter. This inclue'es pa'>lic safety (police and fire), highways and streets, electric, water aid sewer utilities, sanitation, parka and recreation, public improvements, plinning and zoning, and general administrative services. General Governmental Operations (Governmental Fund Types) General governmental revenuou totaled $21,450,171 in 1985, an increase of 26.0% over 1984. Property taxes produced 31.71 of general revenues compared to 37.5% lest year. The anoiust of revenues from various sources and the increase over last year are shown in the following tabulations: w Increase , j Percent (Decrease) Revenue Source Amount of Total from 1984 Taxes 311,8450499 55.2% 31 439,588 Licenses and permits 356,661 1.7 52,936 Utility franchise fees 4840171 2.3 65,491 I Intergovernmental 1,733,858 8.8 985,757 Fees for services 16168,673 5.5 674,461 Fines and forfeitures 1150044 3.5 98,218 Interest revenue 7816815 3.6 20,258 Miscellaneous - 4,364.450 -19.4 -1-088,703 1 Total $21,450,171 100.01 34,425,412 { ■arr a amamr ■rsra rrra:carra Asseesed valuations of 310154,0369258 represented an increase of 2.3% over the preceding year. Current tax collections were 97.31% of the tax levy, an Increase of .83% from last year. The ratio of total collections (current and delinquent) f to the current tax levy was 99.77%, a 0.49% increase from last year. Allocations of property tax levy by purpose for 1985 and the preceding two fiscal years are as follows (amounts per 3100/assessed vaiue)i i Purpose 1985 .1984 1983 General Fund $.3866 $.3499 $.3315 Debt Service Fund .2034 .2101 .1725 Total tax rate $.5900 $.5600 $.5100 ■as*rr Samoan Unary! } -2- C i i. I' I General governmental expenditures totaled $26,7421679, an increase of 24.2% over 1984. Increases in levels of expenditures for major functions of the City over the preceding year are shown in the following tab%lations: Increase Percent (Decrease) Function Amount of Total from 1983 -1 General government $ 61196,728 23.2% $1,400,596 Public safety 6,363,330 23.8 831,448 Public works 30140,672 11.7 340,346 Parks and recreation 1,719,742 6.4 2216516 Capital outlay 6,836,679 25.6 2,8151407 Debt service 2,4859528 9.3 92,670 Other - - (479,545) j r Total $26,742,679 100.0% $5,222,038 Mannnnnsneu Manus unMaenMaMa The unreserved-undesignated fund balance in the General Fund decreased to $10122,131. In addition, th9 unreserved-designated fund balance remained at $518,649. ° The fund balance in the Debt Service Fund increased from $91,265 to =605,541. Debt Administration The ratio of general obligation debt to assessed valuation and the 1 amount of general obligation debt per capita are useful indicators of the City's debt position to municipal management, citizens and investors. This data for the City at the end of the 1985 fiscal year was as follows: Ratio of Debt to Assessed Value (100% Debt Per Amount of Present Market) _ Capita General Obligation Debt -)249 280,000 2.05% $395 i The City's bond ratings for general obligation bonds at September 300 I 19851 were A-1 by Moody's Investors' Service and A+ by Standard 6 Poor's Corporation. i -j i i I i h ' i i A M Cash Management Cash temporarily idle during the year was invested in certificates of deposit ranging from 30 to 365 days to maturity. The average yield on maturing investments during the year was 8.34%, and the amount of interest earned was $3,196,760. This was $1,563,439 more than interest on temporary r investments in fiscal year 1984. Capital Projects Fund r Proceeds of general obligation bond issues are accounted for in Capital Projects Funds until improvement projects are completed. Completed projects and uncompleted construction in progress at yearend are capitalized in the General Fixed Assets Account Group. During 1985, project expenditures totaled 55017057. k I 1 { General Fixed Assets [ The general fixed assets of the City are those fixed assets used in the performance of general governmental functions and exclude the fixed assets of Enterprise and Internal Service runds. As of September 30, 1985, the general fixed assets of the City swunted to $49,843,525. This amount represents the original coat of the assets and is considerably lea than their present value. Depreciation of general fixed assets is not recognized in the City's accounting system. L i Electric, Water and Sewer System t,l 7 The City's electric, water and sewer utility operations resulted in income more than sufficient to meet debt service requirements. Comparative g data for the past two years are presented in the following tabulationsi 1985 1984 Operating Revenues 5671541,640 $55,639,035 Operating Income 12,286,953 129983,255 Income Available for Debt Service 15,437,051 15,8731402 11 Annual Debt Service 51635,606 413969712 Coverage (Income Available for t Debt Service Divided by Average , Annual Debt Service) 2.74 3.61 I 1++1111 t ~ t E _4_ j i did Outstanding utility system revenue bonds as of September 30, 1985, totaled $42,485,000. The Sanitation Fund has an additional =1,800,000 of bonds outstanding. The bond ratings for these revenue bonds as of September 30, 1985, were A-1 by Moody's Investors' Service and A+ by Standard and Poor's Corporation. Independent Audit The City Charter requires an annual audit of the books of account, financial records, and transactions of all administrative departments of the City by independent accountants selected by the City Council. This require- ment has been complied with and the auditors' report has been included in this report. Certificate of Conformance The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Conformance in Financial Reporting to the City of Denton, Texas, for its comprehensive annual financial report for the fiscal year ended September 30, 1984. In order to be awarded a Certificate of Conformance, a governmental j unit must publish an easily readable and efficiently organised comprehensive F "1 annual financial report whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and ! 4 applicable legal requirements. A Certificate of Conformance is valid for a period of one year only. We believe our current report continues to conform to Certificate of Conformance Program requirements, and we are submitting it to GFOA to determine its eligibility for another certificate. Future Significant Activities j Significant activities Impacting the State, Denton County, and the City of Denton, relate primarily to growth and the attendant infrastructure 1 that will be required to deal with projected growth levels. I! J The U.S. Bureau of the Census indicated the State of Texas in the 4 y decade of 1970 to 1980 increased by 27%. Between 1980 And mid-1984, the State j IF has grown an additional 12.4% while the United States has increased its i population by 4.2%. Forecasts are for the state to keep outpacing the growth of the nation. t t J I i iI 0 The County of Denton is projected to grow by 39.5% during the years I 1983-1990. The Texas Department of Water Resources further estimates this growth to continue to 96.7% by the year 2000. Denton County is a part of the Dallas Metropolitan Statistical Area which indicates a growth of 35.2% by the year 2000. The City of Denton is planning for our population to be in excess of 100,000 by the year 2000. Our 1980 census indicated a population of 48,063= our 1985 estimated population is 601000. The City has issued Revenue and General Obligation bonds to prepare for and improve services to its citizens. The City is constantly revising plans to deal with citizen needs and to provide a healthy environment for new businesses and other commercial activities. ~i During the past year, the City Council has initiated a formal ►i strategic planning process to address these planning issues. Overall, the rj City to responding to the growth patterns of the area in a traditional manner to provide quality service and anticipate needs to respond to our changing a cnvironment. In August 19850 the City Manager left the City's employment to enter private enterprise. In January 1986, the City Council selected a replacement who is expected to begin as City Manager for the City in or before March 1986. Acknowledgements .m c~ The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of the entire staff of the Finance Department. We would like to express our appreciation to all ~w members of the Department who assisted and contributed to its preparation. fi Respectfully submitted, ya M John F. McGrane, " Director of Finance N. y ~ i p 1 -6- l on I 3 ORGANIZATION CHART CITY OF DENTON ' SEPTEMBER 1985 cou"m 1 1 I UNWAL crtr a0IM1I aloe[ WAWR wa AM A ol~r MOW AW.0" Kw+ o W m V ftim OeIIN►1IIOR lAeeRATe11I MpM` eereNlMeKI ADOONrtMe - { AM~1 M10/t I~Ah01e1 0 eAMIAf10R RId1fAtg11 4 Nfe1~M pooml Vou" oWIag1I _ ~ ~ MIMIO~ I Me ~1! MOCeteeeq TAX aTI1MUN011 - AIMIYM rAltrtl11111u eEMl~ft i ~ f 1 r { I I i r I I' 1 6 4 r I fir Certificate of Conformance in Financial Reporting Presented to e City of Texas Denton For its Comprehensive Annual Financial Report for the Fiscal Year Ended September 30. 1984 ~i ? A Certificate of Conformance in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to governmental units i' and public employee retirement systems whose comprehensive t annual financial reports fCAFR'A are judged to substantially conform to program standards ►a ' I t ~ u~ Preidem Etteeunva Director { ARTHUR ANDERSEN & CO. DALLAS, TEXAS i i i T,~ the Honorable Mayor, City Council and Acting Cit,• Manager, -y City of Denton, Texas: i We have examined the combined financial statements of the City of j Denton, Texas, as of and for the year ended September 306 1985, as listed in the Table of Contents. Our examination was made in accordance with tenerally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered 1 necessary in the circumstances. In our opinion, the combined financial statements referred to above present fairly the financial position of each cf the fund types and account groups of the City of Denton, Texas, as of September 304 1955, and the results of their operations, changes in their fund balances /retained earnings, and for the proprietary and nonexpendable trust funds, the changes in their financial position for the year then ended, in conformity with generally accepted W- accounting principles applied on a basis consistent with that of the preceding year. Our examination was made for the purpose of forming an opinion on the combined financial statements. The combining and individual fund and w supplemental financial information listed in the Table of Contents are j presented for purposes of additional analysis and are not a required part of the combined financial statements of the City of Denton, Texas. Such information has been subjected to the auditing procedures applied in our examination of the combined financial statements end, in our opinion, is fairly stated in all mnteriel respects in relation to the combined financial statements taken as a whole. The information included in the statistical section of this report + has been summarised from the City's records and was not subjected to th* audit I procedures that were applied in the examination of the combined financial III statements. Accordingly, we express no opinion on such information. _1 r Dallas, Texas, t December 20, 1985. I r i CITY OF DENTON, TEXAS -•COMI M BALANCE WIT ALL FUND TYPES AND ACCOUNT CROUPS FOR THE FISCAL YEAR ENDED SIPTEMSIN 50, 1965 r- Proprietary Fund Types 0overnmental Fund Typos IPeeial Debt Capitol Special Internal ASSETS General Revenue service Project@ Assessment tntarprise lrervica Cash and investments (2,150,310 (169,902 096,431 112,954,079 (399,404 ( 23,816,S58 1 26,90 d~ Roceivablet (net at allorencu for uocollectieloo)- Taxes 651,279 - - f!~ Accounts - - - 10,917,055 tf a Unbilled utility service - - - 3,796,674 - spatial esseremante - - - 276,944 - Accrued ("target 620 - - 482,652 616 62,636 - other 145,)3] - - - 1,433,214 2,164 Due from other funds 1,904,546 297,634 411,716 31 2,1)01495 11409,260 Ous trot other goveresents - 156,362 - - - Merchandise inventory, at lower of toot or terkst • - 1,242,670 1,071,654 Prepaid expanses and depoilts 35,455 - Restricted mete (Mote 3) Fixed essatsl net, where applicable, of accumulated depreciation (Note 2) - - - 72,348,173 2,606,341 t Mount available to Debt service Fund 1 Mount to be provided for retitaent of tons-term - - _ - N liabilities Total Assets 84,562,345 1366,264 (694,265 113,648,649 1671,195 1124,705,751 0,318.612 •u u.. u- •uuu• uuuu •v..u-u• u.„ru• •uuu,uu }yi r , er's no accompanying notes to financial esetemente are an integral part of this balance sheet. t t} i r •10- , , 1 I i f fr r r, j , , Is Tr ,.w~ _ 17r'~' t r • ` Ildurlacy Totala Lund Tyma Account Oroup$ (Memorandum Only) . ' Trust General central EE and Tined Len Term 6e temper 30, 6e temb4c 30, 1 Agency Wals L(e611letu _ 1965 1966 1 430,039 1 - 1 - 1 60,405,756 1 11,601,051 a E - - 951,179 776,274 10,917,055 9,117,276 7,796,674 3,612,366 • - 276,964 192,363 1,621 - - $66,950 733,661 171 1,560,664 2,166,750 1,116,676 6,902,756 2,232,537 ' - - - 156,36! - - - _ 1,714,724 2,757,O1b 1,661 0,137 22,.67 6,265,619 7,19.,140 ~ 49,616,361 - 114,774,696 106,961,526 605,541 605,541 91,165 J - 25,761,962 ..,.61,96! 11,341,516 (2,565,515 149,616,364 126,147,521 1226,626,167 (166,603,654 .uu.uu .....u..... oau..u e. .u. u...uu h f J is t5 t ;4i I j I f I ~ ~ CITY OF DEIrrON. TEXAS aaI COMBINED BALANCE SHERT - ALL ►uND Tina, AND ACCOUNT GS10uPS (CONTINOID) FOR ra FISCAL YEAR ENDED SIPTEKHA 30, 1985 6r Governmental Fund Typos Proprietary Fund TYpea ' !1 Special Debt Capital Spatial Internal s LIAIILIT1ES AND FUND EQUITY Ctneral levenue service Pro Bets Aaeasament Enterprise Service Liabilities: ! Deficit position is pooled cash ! 61,547 ! 62,196 ! - ! ,190,675 ! - ! 122,156 l1, 393,543 Accounts payable and accrued expense, 570,991 7,210 66,724 133 - 2,146,664 14,149 as 1 aetaina6e payable - - - 135,389 - 26,160 - h Liability for accrued vacation and sick leave (Note 1) - - - 261,469 10,335 Deposits $O,asl - 22,425 - 326,072 - Note payable - - - $50,000 - - % Payable from restriet#4 wets (Mots I)- Accrued interest - - - - 1,317,591 - { Revenue bonds payable, currant - - - - - 2,045,000 - Duo to other funds 1,604,277 124-043 350,963 6,396,141 405,492 - Dtftrred monuas 276,005 369,630 Leaaas payable (Neer 4) 246,203 950,676 General obligation bonds Bevaoua bonds payable (Note 3) . 41 ,6U 450 ` payable (Note 7) Total Liebilitlas 2,593,671 191,451 66,124 669,765 919,630 •S4,f56,OS2 2,774,597 pd 1%4 atcompaayias notte to financial asattmots era an integral part of this balance sheet. t 9f •12• 1`. ti F f k.~ Fiduclery Tot eIs Fund Type Account Croups (7femorendva only) .i Truet consist caneral and Thed Lonl-term September 30, September 30, enc Assets twailtloe 1965 1964 11,751,161 1 1 1 3,566,441 1 1,3$6,773 i - - 603,649 3,211,940 6,211,465 153,569 120,257 2,613,174 1,965,671 1,890,371 429,346 313,739 $50,000 550,000 • 1,117,597 637,495 7,045,000 1,735,000 N 71,072 - - 1,902,$55 1,232,517 445,1S% 551,994 • 193,669 1,397,730 544,976 24,260,000 24,250,000 13,551,150 41,643,450 13,691,522 1,111,539 - 26,147,523 90,146,151 55,796,164 u I i r f -l7• e; LJ f} is 4 .ti y I N , 1 CITY Of DENTON, TEXAS ' ` COMDINED MAI1Ct IRECT - ALL FUND TYPES AND ACCOUNT' GROUPS (CDNTINUID) loll TNt FISCAL YEAR ENDED SIMMUR 30. 1965 i Governmental Fund Types Proprietary Fund.Typee' M Special Debt capital special Internal LIASILITIES AND IVND t UI1Y General Revenue Service Proletts Assessment Enterprise service ~ •l a pond equityi S~ Contributed capital- , ~'r r+~ from other smicipslitifa or j governmental unite 6 - 1 - 1 - 1 - 1 - 1 14,903,062 12,529,110 In aid of construction - - - 13,509,794 j Investment to geaeral fixed motets - - it Retained earnings- Rsserved for bond retirement (Note 4,923,221 Unreserved - - - - - 36,613,601 14,045 'r fund balantea- Reserved for debt service - - 605,541 - - - Reaerved for encumbrances 641,194 39,673 - I,i16,463 - - - Reserved for capital projatta - - - 11,642,421 - - - Unreserved- Designated for subsequent years' expenditures $16,649 114,940 - - - - - Undeaignaled 1,122,131 - - - (242,635) - Total Fund Equity (Deficit) 2,266,674 154,613 605,541 1),1$4,!84 (242,635) -•70,149,699 -2,543,615 Y.s • - Total Liabilities Sill fund equity 14,652,345 1341,264 1694,265 11),641,649 1577,195 1124,105,7$1 $S,S16,M N ` 964a..o66 weapon... a.... 06.06... ......a.a..e 066-4.1..• t 1 The accompanying notes to financial statements ece an integral part of this Schnee sheet. F1 J Id I i X14- e ~ i u A . 1 i1 f. I 1 E,• Old 4t ~ d 1 Murtary Totals . t rand Type ACrOunt Groupe .....(Nemorandu+ Only) - l Trust General General and Filed Long-ten lepteebar 30, September 30, r ens Aeaete Liabilities 1965 1964 i ! - ! - ! - 1 17,432,652 1 17,472,613 - - 13,509,194 9,302,616 ,f - 49,618,304 - 49,616,384 41,504,516 4,923,222 1,808,501 36,027,646 31,141,919 • 605,541 91,265 ~y 2,004,230 1,612,634 11,842,421 2,176,516 633,589 156,112 402,636 - ..1.262. 31 1,674,115 } 101,678 09,611,364 - 131,660,011 110,605,090 62,515,375 149,616,364 126,117,523 1226,!26,163 1166,603,154 M~ tiJ ~y. 111111 i 1 ,aY i y t CITY or aLNroN, tLXAS PSI CONSInD STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN run BALANCES - ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS FOR THE ►16CAL YEAR ENDED SEPTEMBER 30 1985 10ft t , t Governmental fund Types Spec ill Debt Capital Speti I S General Revenue Service projects Assessment w REVENUESi _ Tau (Note 1) 1 9,592,136 1 - 17,751,063 1 - 1 Licensee end permits 556,661 Utility frseeh{sc !ass 5,044 - _ - at rings and f,rfeitures 715,044 pees for sarvieu 198,441 270,232 - Interest revenue 171,651 - 52,369 414,074 37,715 7 Intergovarnsental 247,130 1,022,889 - 463,639 tT} 41 Contributions 4 Niseallanaeus 154,416 117,614 - 4,086,943 S,419 Total Revenue _12:725:954 1.410.795 .2.105.432 .4-964=156 4).134 r„ IXPENDITURES: Current- General gererneKnt 6,042,94) 148,926 - 4,659 Public safety 6,284,603 76,727 - - Public vorks 3,031,692 33,797 - 69,183 . 1,500,619 218,921 - Parks and recreation 7 Other - 0., Capital outlay 660,929 355,190 - 5,117,957 2,603 Debt service- _ t ` Principal retirement 1,417,383 - 1 interest and fiscal charges - - 1,007,143 - 66,000 e I 1 - Total Expenditures _11_576.986 935.56) .2.419:528 5,691,999 61..603 2KC999 Or REVENUES OVER (UNDER) EXPENDITURES .(4.601.032) -•$15,212 ••(114.0901 (927,143) (25.469) OTHER FINANCINO SOURCES (USES)[ 10,000,900 - Proceeds of genital obligation bonds - - Capital losses 112,915 Operating tsenafers in 6,11),114 - 678,312 512,510 Operating transrera out (822,139) (533,121) - (250,000) Total Other ►inaneing soiree (Oee) 4.47$,110 (333,8211 628,372 10,162,560 - 1 EXCESS Or REV61Oi1 AND OTHER SOURCES 0VtR (UNDER) W9.10ITURE9 AND OTHER Usti 017,822) 41,611 314,276 9,335,417 (25,469) 113.601 01,265 3.823.461 .(217,166) r FUtla SALAMI (DEFICIT) - October 1 2,410,496 FUND SAI.ANCtS (DEFICIT) - September 30 (•2,286,614 1 134,113 1 605,541 (l7,tS6,184 1(242,61S) The seconpanying note to financial statenense ere an integral part of this statement. I r 1 i I 3 , i i ) i j , { Totals (ttenorandus Only) s. 7iducLar7 fund Typt year Enddd I Expendable taptubac 50, Septestir $0, Trust 196S 1964 1 - 111,645,499 110,405,911 156,661 101,725 . ~ 454,171 416,660 115,044 616.426 - 1,166,67) 444,112 21,116 601,511 720,116 r - 1,1U,456 626,575 k., j 1,247,1U 1,247,341 1,261,111 2,061 4,366,535 2,905,349 1 1,271,146 22,721,117 17,954,751 J 6,196,726 4,692,760 - 6,363,130 S,S11,662 ` - 1,140,672 2,600,326 1,119,742 1,696,226 1,032,423 1,032,425 1,069,239 6,616,679 4,553,261 1,417,365 1,264,750 j 1,066,143 1,126.106 i 1.032.423 - 21,795,104 22,336,311 _ .(4.603.621) __211..21 .(5.073.167) - 10,000,000 - 112,915 - - 6,124,066 5,351,666 (L,606,660) (1,000,693) - 14,630,341 4,351,369 i 1 ~ 216,721 9,.56,Sl4 (252,4521 ; c~ ...164-15 6,612,S59 6,664,011 6 402,136 116,166,t11 1-6,611,559 k Ii i E 1 see w ANN CITY OP DENTON, TEXAS COMM STATEMENT OF REVENUES, EXPENDITURES AID CVANGES IN FUND t ' MLANCE9 - IUDGtT AND ACTUAL - GLNL RAE, SPECIAL MEWS, DE3T SERVICE AND C CAPITAL PROJECTS FUND TYPES (NOTE 10 ( FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1965 _ t s 1 special Revenue (Federal } Central Fund Revenue Sharing end Recreation Funds) f Variance- variance- Favorable Favorable budget Actual (Unfavorable) Sudget Actual (Unfavorable) REVENUES: Tries 1 9,391,611 f 9,592,436 1 200,625 1 - 1 - f - Licensee and Pereira 356,400 356,661 261 - - utility franchise fees 446,540 464,171 35,631 - - - Fines and forfeitures 692,460 715,044 22,564 - - o + Feu for esrvieu 947,354 196,441 (46,913) 191,000 226,109 36,109 y Intergovernmental 249,010 247,130 (1,660) 329,121 661,714 134,S93 Interest revenue 100,000 277,657 177,657 - - - Kiscellaneovg 242,100 154,414 (87,666) - 661010 66,010 t( ..r+ Total Revenues 12,427,475 12,725,954 296,479 121,121 957,83) 235,711 e.,. EXPENDITURES: Curroat. Central government 6,339,675 6,042,943 296,732 - - Public safety 5,966,010 6,164,603 (318,513) - - - r. Public works 3,212,866 3,037,692 175,196 Parks and recreation 1,425,560 1,500,619 (73,259) 160,600 214,923 (58,123) i " Other - - Capital outlay S12,066 660,929 (148,863) 201000 36,876 (16,676) Debt service. 7W Principal retirement - - - - - - Interest and fiscal charges - - - - - Total tgpsnditutas 17_456_269 -17.726_986 _(70_711) .150:100 -255.799 ._(74,999) Ps _ eRCES9 or REYENUEI OVER t^~ f t~ I~ (UNDER) 1R MITURts (3,026,794) (4,601,032) 217,762 $40,321 701,034 161,713 { 1 OTHER FINANCING SOURCEI (USIS)t Capital flues - 112,915 112,915 - - - Operating transfers in 5,093,133 5,113,134 90,001 - - Operatiag transfers out (611,615) (122,139) (204,224) (529,121) (533,/113 (4,700) Total Other Financing M~ Sources 01411 - 4,474.511 4,473,210 -(1.308) (529,121) (533,121) excess excels or ItYENUII AND Onme `r SOURCEI OVS1 (UNDER) be EXPENDITURES AND OTNtR USES (554,276) (121,112) 215,454 11,100 166,213 157,013 rOMB SALANCES. October 1 --2_516,496 2,616,496 101,930 101,950 - r ` ` s FUND MLANCE/, lepteabsr 30 1 2,062,220 1 2,216,674 1 227,454 1113,150 1270,161 1 151,011 ...e.... .•e•sa... t 1 The actoapnying note to financial statsrnts its an ittegtal pert of this statseent. - 1 1 l espial projects Debt Service -----(Central Projects rand) ----------Variance- variance- iudnt A-tud ►avorabla ►avorable JDn(aydrW G) -budget Actual (unfavorable) • - - - 12,273,063 62,253,067 { { i { ! 250,000 52,369 (191,631) - _ - 13 73 1 I 2,503,061 2,303,432 (197,631) - if TS f 41 506,743 111,330 173,41) 1,417,)15 1,417,)63 - 904,522 1,002,143 (91,621) : . • i 2,321,907 2,419,521 (97,621) 306,743 111,373 173 )70 111,156 (114,096) (293,1321 (506,74)) (131,298) !13,411 621,372 621,712 !12,560 512,560 - I ...621.)12 621,372 512,360 ......0 . 112,15e 614,276 371,120 7,1)1 181,212 115,44S 11,265 91,265 - 90,556 90,538 i { 212,421 { 60!,741 1 111,120 { 96,395 0271,840 { 115,445 J •29- I j i i I i r- CITY OF DIN70S TEXAS „ COMBINED STATEMENT Or RE7EID,E5, EXPENSES AND CHANCES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYFES AND NDNEXPENDABLE TRUST rUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30. 1965 FiduciAry Proprietary Fund Types fund Type I , lotarnaI Nonexpendobte Enterprise Serv(re Trust OPERATING REVENUER: Electric service 157,920,778 1 - 1 - r Pater service 4,493,240 - - lower service 4,613,934 _ Charges for services 1,960,627 1,600,121 - Sundry 160,456 - 6,:72 s 1 Total Operating Revenues 69,569,015 11600,121 6,372 ' r OPERATING EXPENSES, ) I Purahseed paver 35,079,376 - _ i pull 5,305,762 - - Purchase of water Salaries and wages 5,131,762 379,930 - Materials and supplies 122,674 65,226 - Maintenante ■ad repairs 1,866,261 33,945 - Deprecistion 3,159,815 973,856 - M(scsttaseous 1,914,000 3)3,52) 7,475 1 Total Operating Expenses 57,014,576 1,759,180 7,475 Operatin8 Incoe,e (Lau) 12,574,159 (159,659) (2,103) t........... f 10NOPERATING REVENUES (EXPENSES): 4 t } Interest revenue 2,39),227 - tnterul ospenas and fiscal ehargu (4,091,769) (65,245) r, Contribution nL vehicles to Motor Pool (102,639) - - ) ti,! Total Nonoperatiog Revenues (Expenses) (1,101,391) (65,243) - Incom (Lou) Before Operating Ttansfere 10,772,778 (154,904) 11,103) f 1 { • - OPERATING TRANSPERR IN (OUT) (4,739,275) 41,852 - - IME Net Inaom (Loss) 6,013,500 -(21),052) (1,103) 7 !j{ - ' 1ETAINSD LARNINGI/rM BALANCE - October 1 35,723,323 127,097 1,103 ►ti LIRNINCS/FOND BALANCE - Septuber 30 141,736,52) 114,045 S aou+~ •uuu o• u•~~u• t 1 The accompaaying notes to financial statements Ara an integral part of this stateaent. •20- i i. I' t a I r:i i molehill f I f I r~ i t Totals (Kemoreedum Oply) - i i Yur Lnded r _._r--------------- - Septmber 30, 1985 September 30, 1984 i 157,920,778 145,219,572 4,493,140 3,800.005 4,817,934 4,290,161 3,580,748 3,111,911 ` 386,828 326,637 )1,193,328 50,T67,OA3 V ` 38,079,776 27,117,752 t !,305,382 3,626,570 ' 705,183 1,010,391 J[ 3,611,711 4,899,264 I 790,900 731,407 G 1,900,206 1,717,504 4,163,674 3,817,057 2,13!,298 1,106,416 $8,612,131 46,092,321 ~ 12,383,397 12,61/,562 2,393,217 913,247 (4,157,014) (1,903,646) .Y (1,866,626) (988,399) •10,516,771 11,03,963 (4,717,426) (4,351,369) E p 5,799,345 • 71334,594 35,931,521 28,616,929 4 141,i30,eee 135,951,523 YYYYYYYYYH •NNYYWY• } -21- _i F j i f i dS r _ r 1 V. CITY OT DENTON, TEXAS C0/ INED S ANAL 7 ALL RIVERIS, E XPENSE$ AND CC65N(NOTINl RETAINED EARNINCS - rO1 THE rlsc AL ItA)l ENDED SEPTEOER 30, 1985 i i Enterprise Ad ustments Sur et on Variants- to in Accrual an Accrual ravoraDle rr:t_ [sail _ oasis Actual (Unfavorable) OPERATING RIVMS: Electric smite 1`',645,091 ( - 166,645,091 057,920,778 1(6,724,313) Water service 1,500,453 - S,S00,453 4,493,240 (1,007,713) Serer service 5,960,058 - 31960,056 4,813,934 853,878 Charges for services 1.912,013 - 11912,07) 11980,627 66,556 Sundry 357.'04 - 357,094 380,456 23,362 76,374,767 -76_374,767 -69-589-035 _(6.T6S.737) sa Total Operating Revenues -76.S74,767 Mi OPIlLATING EXPENSES: Purchased power 47,368,240 - 47,)86,240 38,079,376 9,306,664 rust 3,626,730 3,626,730 3,)05,782 (1,679,052) Pvrehass of water 1,111,076 - 1,111,076 705,163 405,89] h Salaries and wages 6,412,393 6,112,393 5,231,762 1,189,611 4 y Materials and supplies 805,674 605,654 722,674 611960 Nalatenance and tspairs 2,032,IS6 - 2,032,756 1,866,261 166,495 Deprotiation - 3,090,000 3,090,000 ],169,616 (99,616) r~ Mistellaneous 1,477,615 - 1,477,815 1,914,000 (416,185) t„ Total Operating Expenses 62,654-664 3,099.000 65.944:664 -51014.676 -8.929-788 144056 ' Operating tncor (Lees) 15,520,10] (3.090.000) .12:430' 03 12,574.159 3., NONOPIRATING RIVINUEb (EXPENSES): ' toterast revenue 47,000 - 17,000 2,)93,227 2,346,221 b1s) (4,091,769) (237 1,I5I 956) (3.633.9t6) t aepenu and Ilse ❑ t o her u [ne Contrlbutieas m[ vehielas to awter pool _.-(105.000) - -__(105.000) (102,639) .....2,161 total Nonapewing Revenues ' (Expanse) .(3.411.958) .(].911.956) -(1.6D1.36t) - 7 110-STS ` 1 Income (Laos) before Operating transfers 11,606,141 (3,090,000) 6,516,147 10,772,716 2,254,631 1 OPEWING TRANSFERS IN (OUT) (7,649,276) 1,090,000 (4,759,271) (4,7$9,278) - 11 I Net tneote (Lou) 5,756,669 - 3,738,669 6, 11,500 2,154,631 gel 11TAINID LARMIN4.6 - OrtoDsr 1 35,723,123 - 35,713,373 -SS.723.323 1 7 I 11TAIPED LARNINGS 0I►IC11) - beptsmbse 30 09,482,192 1 - 119,467,592 141,736,621 1 2,254,651 xa ' .41u41u.. 63asu1,.u 63..411,.92 .u92.63u. 92.63.+.1,e ~i The scenpino ng notes to financial stater me ors an integral part of this statement. -21• l i j i i ;I ) i w Interosl Service (WorY1c8 Capital Fuod) Ad)ustments budS@t on Variance- I to in Accrual an Accrual Favorabla _ budget Basle basis Actual (UoLvcubL) 636,312 - 636,]12 730,093 113,781 j + _ _636,312 - 636,312 730,093 113,781 i *r 400,735 - <00 733 379,930 20,823 19,44S - 19,443 68,226 (18,7813 13,880 13,880 33,945 (18,063) 40,693 40 693 40,03 200,232 - 200,232 296,332 (96,300) 636-312 40,693 -•677,003 $19,326 (142,321) ..(/OW693) '(10`693) .(69.273) -(28_540) - ~ I ~ ~ (2,518) (2,328) (2,328) (2,5283 UD,693) (40,693) (71,761) 31,068 4 _ _ J (40,69)) (40,693) (71,761) •31,068 `(92,060) _ (92,060) (92,060) 1 (92060 1 ) 1 (40,693) !(132,733) 1(163,821) 1•32,068 fYfYf Yff• •bHffY! YYffff N• fYbf fYYf• Yf Yff Yf• f -j _t i } i' fr>, t j f CITY OP DENTON, TEXAS COMB M STATEMZW' 0 CHANGE! EN IINANCIAL POSITION - ALL PROPRIETARY FUND TTPES AND NOMEMNDA6LE TRUST FUNDS FOR TILL FISCAL YEAR SOLD SSPTEMDER 30 1965 Fidaeiary Proprietary Fund Type Fund Type Internal Nooecpendable Interpriee Service Trutt SOURCES or WOAXING CAPITALt r opereaiona• 1 6,013,500 1 (tU,OS2) 1 (1,107) Net incoea Igoe) Itaa not requiring working capital- 7,U9,111 977,156 Depreciation 26,910 - Aa,ortisetion of bond discount and eapeeae r Working Capital Provided (Used) Operations 9,130,211 760,104 11,1031 by rK 19,969,1!1 Freceads from eta of rmvenua bonds Contributions- (107,051) ' radical agencies r Other lands 102,139 4,106,976 In aid of eonteroetloe total Sources of Working Capital -77.105164 .•163.443 (1.107) USES OF WORX1NG CAP2TAL1 10,563,263 1,111,91! Adquisitio" of property, plant and equipment 2,045,000 - Reduetie,. of long-term debt gat change in restticted assets end liabilities 114,721 ' payable from restricted mieat+ Total U140 of Working Capitol 11,722,966 1,211,913 .-•,.•-•l71 1 (411 1721 ((1,10)) F' Met Increase (Decrease) in Working Capital 00 158i.IM)) 1 R+1 , jLgXINT/ rF NIT INCRIASS (DECRIASI) to WCRXING CAPITALi increase (decrease) in current emits- 119,514,461 ( N44,927) ( (412) 1~ i J Cash and lnvuteene 1,6S1,1S6 1,266 (467) l Accounts receivable (S6,l42) 17,490 1 Inventory 1,576,021 914,906 Officer current eels _ lnareee (Decteasa) in Current Assets 22,722,396 464,735 _3949) 04 (Inarese) d treae in current liabilities. 2,517,256 1525,6961 3174) Accounts Poyabto and other liabilities (1S,361) 7 Nectar deposits (4,676,006) (377,711) - Dye to other funds Current portion of long-term dobt (1,140,111) i90I,D07) _ {154) f Derreee (totroase) In Current Liabilities Not Increase Outlast) in Working Capital 120 !06604 la,atl. add) I l„l64) The accompanying notes to financial stotamento are an integral Pitt of this otatament. j is _ i~ f f ~ 7oaL (Memorandum 0 ly) - jar Coded-. - - September 70. 1963 September 30. 1964 f 1 3,799,343 1 7,334,943 I ! 4,163,674 3,117,057 I i 26,910 11,251 IN 1~ 9,989,969 11,163,233 1 19,969,936 21600,000 (102,051) (SSS,419) 102,139 (163,428) 1,206,976 4 53e 711 34,161,704 17,799,164 3 it $43 IN 8,336sis 2,060,000 114,121 (401,121) 14,004,901 -x••,41 ` _ 10,001,414 4 f I2D,162,80! (7,790,210 .n.......re M.r.N.r.r (19,179,012 1 1645,011 1'i59'i!i) 6:070,144 ,430,921 339,629 'V 13,206,112 10112,e82 1,911,301 (1,690,974) us See) ` (!,015,717) 2,1.1=,10! 1 19,801 re ~ _(l~01!,179) `_(321,912) !20 162 803 1. 7 190 770 e b.OM..,, u...UUq W I ~ P V 5 't d i r i M CITY OF DEENTON, TEXAS NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 1985 (1) SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Denton ("the City") was incorpor.tted September 26e 1966. The City operates as a Home Rule City, under a Council-Manager form of government and provides the following services as authorised by its Charters public safety (police and fire), public works, parks and recreation, electric, water and sewer utilities, sanitation, and general administrative services. r~ The financial statements activities for which the City exercises responsibility, The a criteria considered in determining governmental activities to be reported within the City's combined financial statements include the degree of oversight responsibility exercised by the City Council over the activity or function= the City's accountability for the entity's fiscal matters; the scope of public service of the entity and the nature of any !pecial financing relationships which may exist between the City ai:., a given governmental entity. See Note 6 where certain entites for which there was a positive response to this criteria are considered for inclusion in the financial statements. The accounting policies cf the City conform to generally " accepted accounting principles as applicable to governments. The b+ following is a summary of the more significant policiest A. Fund Accountin¢ w The accounts of the City are maintained on the basis of funds or groups of accounts, each of which is considered a separate accounting entity. The operations of each fund are summarized by providing a separate set of self-balancing accounts which comprise its assetse liabilities, fund equity, revenues, expenses and expenditures. The following funds and groups of accounts are used by :~.e Cityi Governmental Fund Types- E General Fund- k The General Fund is the principal fund of the City. All general tax revenues and other receipts that are not allocated b; law or r contractual agreement to some other fund are accounted for in this fund. r -26- ' I , From the fund are paid the general operating expenses, the fixed charges and the capital improvement costa that are not paid through other funds. Special Revenue Funds- i ~ of specifichrevenueasources u(other sthare used to account for an special assessments,texpendables trusts, or major capital projects) that are legally restricted to expenditures for specified purposes. These funds include the federal revenue sharing funds, grants from the Department of Housing and Urban Criminal~Justice Divislon,ethemrecreationGfund)anddmiscellaneousaother revenues. r Debt Service Fund- The Debt Service Fund accounts for the payment of principal and interest on general long-term debt, paid primarily by taxes levied by the City, and for the payment of principal and interest on capital leases In the governmental fund types. Capital Projects Funds- The Capital Projects Funds account for the acquisition of capital facilities being financed from bond proceeds, contributed capital, or transfers from other funds, other than those recorded in the Special Assessment Funds, the Proprietary Funds, the Internal Service Funds and the Trust Funds. Special Assessment Fund- The Special Assessment Fund is used to account for the f financing of public improvements or services deemed to benefit the I properties against which special assessments are levied, f Proprietary Fund Types- Enterprise Funds- The Enterprise Funds are used to account for operations that are financed and operated in a manner similar to private business enterprises where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primaril user charges. These funds include the Electric, Water and Sewer Utility Systems (Utility System) and the sanitation operations. t Internal Service Funds- The Internal Service Funds account for the financing of materials and services provided by one department of the City to other departments of the City on a cost-reimbursement basis. These funds e i s Y~ include the working capital fund (vehicle maintenance, warehouse and machine shop) and the motor pool operation. Fiduciary Fund Type- Trust and Agency Funds- Trust and Agency Funds are used to account for assets held by the City in a trustee capacity or as an agent for individuals, private organisations, other governments, and/or other funds. These include R+ Expendable Trust Fund (Employee Insurance), Nonexpendable Trust Fund cj (Plus One Contributions), and Agency Fund (Payroll Fund). Nonexpendable Trust funds are accounted for in essentially the same manner as et proprietary funds since capital maintenance is critical. Expendable Trust1 Funds are accounted for in essentially the same manner as governmental funds. Agency Funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. General Fixed Assets Group of Accounts- The Ceneral Fixed Assets Group of Accounts represents a summary of the fixed assets of the City, other than assets of the Proprietary Funds. Capital outlays in funds other than Proprietary Funds are recorded as expenditures of those funds at the time of purchase and subsequently recorded for control purposes in the General Fixed Assets Group of Accounts. l j General Long-Term Liabilities Group of Accounts- The General Long-Term Liabilities Group of Accounts represents a summary of the long-term liabilities of the City paid principally by Rd taxes levied by the City. This account group does not include debt accounted for in the Enterprise Fund. F, H. Basis of AccountipS }i The accrual basis--The measurement focuses for the Enterprise 1 Funds, Internal Service Funds and Nonexpendable Trust Funds are income 1.4I determination and cost of service, respectively. Accordingly, the accrual basis, whereby revenues and expenses are identified in the accounting period in which they are earned and incurred and net i.icome is determined, is utilized for theme funds. Modified accrual basis--The modified accrual basis is used for all other funds. Modifications in the accrual basis for these funds include the followings 1. Revenues are recognized when they become both measurable and available for use during the year. Those revenues 1 treated as being susceptible to accrual include taxes, interest and intergovernmental revenues. Revenue sources f, .29- y I r - II _ I from licenses, fines and forfeitures, service charges and other miscellaneous revenues are recognized as the cash is received. 2. Expenditures are recognized when the related fund liability is incurred, except for interest and principal on general long-term debt, which are recorded when due or otherwise ` payable. I 3. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, is employed as an extension of formsl budgetary integration. Encumbrances outstanding at yearend are reported as reservations of fund balances since they do not constitute expenditures I f or liabilities. C. Budgets and Budgetary Accounting The City Council adopts ar innual budget which covers the General Fund, the Special Revenue Funds (Federal Revenue Sharing and Recreation Funds only), the Debt Service t:knd, the Capital Projects Fund 0.4 (General Projects Fund only), the Enterprise Funds, and the Internal Service Fund (Working Capital Fund only). The budgets for the General Special Revenue, Debt Service and Capital Projects Funds are prepared on the modified accrual basis of accounting, and budgets for the Enterprise r and Internal Service Funds are prepared on the accrual basis of accounting, except for depreciation expense which is not budgeted for in the Enterprise and Internal Services Funds. Adjustments to reflect these budgets on the accrual basis are reflected on pages 22 and 23 of this I _0 I report. All appropriations lapse at the end of the fiscal year. The I City Manager is authorized to transfer budgeted amounts within departmental however, any revisions that alter total expenditures of a r department must be approved by the City Council. Such revisions are reflected in the final amended budget, which approximates actual, in October following yearend. D. Investments I r In order to facilitate cash management, the operating cash of certain funds are pooled into a common bank account for the purpose of I increasing income through combined investment activities. Investments (certificates of deposit, U.S. Treasury Motes, U.S. Government and Agency securities and repurchase agreements) are carried at coat (which approximates market value). Interest earned on investments is recorded in the funds in which the investments are recorded, I E. Unbilled Receivables t ~ .-t The City accrues amounts for utility services provided in I September, but not billed at September 30. I -29- r. j r ~ J ,Y r F. Inventories Inventories are valued at cost or the lower of cost or market. Cost is determined using a moving average method. C. Fixed Assets N The City has retained the cost records supporting the Construe- tion or acquisition of fixed assetst however, detailed fixed asset ledgers have not been maintained. Such ledgers are currently being developed and a are expected to be operative in 1986. In the opinion of City management, r all significant additions and retirements have been recorded. Enterprise and Internal Service Funds- sit st Fixed assets are recorded at cost, including interest during the construction period. Contributed property is recorded at fair market s~ value at the date of contribution. Depreciation is recorded on each Ii class of depreciable property utilizing the straight-line method over the estimated useful lives of the assets. N 3 Estimated useful lives are as follows: Useful Life Fixed Asset (Years) Enterprise Funds- Electric System General assets - Struc.ures 50 , - Equipment 5 - 20 Distribution assets - Structures 50 - Equipment 20 - 33 If Transmission assets - Equipment 20 - 33 Internal combustion assets *i - Structures 50 - Equipment 13 - 20 Kr j Steam power assets - Structures 50 Equipment 20 - 35 Water and Sewer System Structures 50 Water and sewer mains 20 - 33 Equipment 10 - 20 Furniture and fixtures 10 Sanitation Vehicles and equipment 10 p Internal Service Funds- Vehicles and equipment 1 - 10 4 r -30- i f F, t E Renewals and betterments of property and equipment are cay,,italized, whereas normal repairs and maintenance are charged to e%pense as incurred. General Fixed Assets- General fixed assets are recorded as expenditures in the General, Special Revenue, Capital Projects or Special Assessments Funds when acquired. Such assets are capitalized at cost, including interest during the construction period, in the General Fixed Assets Group of Accounts. Significant gifts or contributions of assets are recorded in the General Fixed Assets Group of Accounts at the fair market value at the date of acquisition. Public domain (infrastructure) general fixed assets consisting of streets, curbs, sidewalks, gutters and drainage j systems, are capitalised along with other general fixed assets. No depreciation is provided on general fixed assets. j H, property Tax Revenue - 3 w Property taxes attach as an enforceable lien on property as of January 1. Taxes are levied on October 1 and are due and payable at that i,} time. All unpaid taxes levied October 1 become delinquent February 1 of the following year. J The City records revenue from current property taxes in the year in which bills are measurable and available. A reserve is provided r~ for delinquent taxes not expected to be collected in the future. At September 300 19851 the City had a tax margin of $1.91 per $100 valuation based upon a maximum ad valorem tax of $2.50 per $100 valuation imposed by Texas Constitutional law. Additional revenues up to $22,043,093 could be raised per year based on the current year's assessed value of $1,15400366258 before the limit is reached. I. Comoensated Absences i The City allows employees to accumulate unused vacation up to i M forty days. Upon termination, any accumulated vacation time will be paid t IE to the employees. Generally, sick leave is not paid upon termination 1 except for fire and policemen. Fire and policemen accumulate unused sick leave up to a maximum of 90 days. All other employees are paid only upon illness while in the employ of the City, As of September 30, 1985, the liability for accrued vacation leave is approximately $819,896 and the liability for accrued sick leave is approximately $1,145,782. The amounts applicable to the Enterprise Funds ($281,469) and Internal Service Funds ($10,335) have been recorded j 1 in those funds, and the amount applicable to other funds ($11673,874) has i J been recorded in the General Long-Term Liabilities Account Group. The E amount expected to be paid from current resources is not significant. i J j; j -31- t M i :I i I r peg rs J. "Memorandum Only" Total Columns Total columns on the combined statements are captioned as memorandum only to indicate that they are presented only to facilitate analysis, Data in these columns do not present financial positiont results of operations or changes in financial position in conframity with generally accepted accounting principles. This presentation noes not w1 compare to a consolidation. Interfund eliminations have not been made in , the aggregation of this data. as (2) FIXED ASSETS 'I General Fixed Assets- s+l 4+ General fixed assets balances and transactions for the year ended September 30, 1985, are summarized below) /.tense Balance 14ptember 70, Septee6er 30, ` 1964 Additlone Orducttana 1115 Land 1 1,111,636 1 (05,19/ 1 - ! 4,011,431 ' /u lSl 1nµ 1,711,151 197,111 1,20Y,l1S striate 26,!61,111 7,715,610 l1, 111,461 machinery and equipment and alhe, la,overnu 7,910,351 !65,371 1,115,697 Canal,- tton to pralroll 201,119 1,730,117 057,19]} I,ll1,551 4.... • total 1 41,501,711 ! 1,469,1!9 ! (751,191) 149,616,184 Inn,[me nt in Gnerat Pilot Allots- pr" pond teeuu 1 11,161,61, 1 I,U1,OIl ( (751,191) !3(,366,126 1.• From current revenue 7,109,127 1,016,111 1,/25,967 37,1961411 1,154,200 (11,,193) 16,t94,168 0 '-4 ) from cantributlone 1,]01,077 1,017,559 - 17,727,616 Total 1 41,!06,311 1 1,169,751 1 1771,1951 149,611,116 • ~I Additions consist of expenditures from the Capital Projects 11 Funds (5518171957), the General Fund ($660,929), the Special Revenue Funds ($355,190), the Special Assessment Fund ($21603), Construction in Progress additions 0 1,330,652) and reclAstifications ($357,893) and net capitalised interest (reduction of $55,465). Construction in progress is composed of the followings !'1 pre}ett tepinded to i{ Appropriation I42t4nper 70, 1913 CLOq tied , 6t4nler, Them, lt.01 drainage 11,111,000 1 169 009 ( 671,991 PAIN ttl la no Lem 197,770 125,40) itand6Ida• 524,000 14,605 309,313 j Tel lentoot,olhariten drainage 714,000 17,512 441,416 freirto Street In1Np4 166,000 4,011 16t,oll Pmt,, 0414 dralna6e 669.W2 665,111 1,179 Lot Yat project i,175,71! 11,671 1,111,697 farthing 9relott 10 010 1,111 11,21) rolotoy pte ft 1,170,000 1,117 1,161,618 1004ve project 1,760,466 I,tt6 1,716,700 Ir,uS,uf li,iet,ssl !9,967,591' f ~ -32- 1 f A i Enterprise and Internal Service Funds- Fixedassets of these funds are as folIowai September 30 1985 1984 Utility System- Land and land r:ghte $ 168428561 $ 11842,561 Water rights 230,064 250,064 Electric plant and equipment 56,651,169 531438,441 Water plant and equipment 3807691548 33,022,890 _ Sewer plant and equipment 14,664,903 14,061,353 112s1781245 102,621,309 Less- Allowance for deprecia.'.on (41,6089496) (38,4581398) i 70,569,749 64,162,911 Construction in progress 125,299 290,164 i ' 70j695,048 $ 64,453,075 aeea.eereerr seureoerrr Sanitation- Land and land rights $ 1,313,569 S 451,219 Vehicles and equipment 331,289 82,445 Less- Allowance for depreciation (51,733) (12,013) - i--1,653,125 521,651 S - ■esrseeserrr eases ra:sere I Internal Service- Vehicles and other assets $ 6,815,603 5,9781452 Less- Allowance for depreciation (31941,627) (3,634,766) a- - 2,933,976 $ 21343,686 ■rerrreerrrs eeeesrerrrrr (3) LONG-TERM DEBT General Obligation and Certificate l of Obligation Bonds (see Note 10)_ The general obligation and street Improvement bonds are serial bonds collateralized by the full faith and credit of the City, and payable from property taxes. The bonds mature annually In varying amounts through 2005, and interest is payable semiannually, ` -33- E i t r t } Bond transactions for the year ended September 30, 1985, are summarized as follow Bonds outstanding, October 1, 1985 $15,552,750 Issues 10,000,000 Maturities (1,272,150) Y\ Bonds outstanding, September 30, 1985 $24,280,000 sezeazazzze !'N General long-term debt at September 301 1985, is comprised of ri the following issuesi 61 ' Amo unl farrent Original Outrtanelrg at Ceoeral OblilatlDr Intrrait lieu, ►inal Amount leptember 30, Debt ]late Dat9 Cur It of Is ug_ 1917 _ 4;'j Streit Lmprevtmr d 1.73 to 1.10 1962 1917 6 !00,000 1 60,000 t I Central cb l testfon 1.00 to 1.23 1161 1911 $00,000 60,000 Cenetd obligation 1.30 to 5.00 1916 1916 11000,000 60,000 General ob'.is ale" 6.13 1967 1919 100,000 120,000 k, Central obl it it 1" 4,00 to 5.00 ties 1911 1,000,000 17$,000 Central obligation 4.60 to 6.30 1961 1911 1,2131000 210,000 Otnoral oblllatlon 3.10 to 1.00 t170 1191 11000,000 100,000 Street improvement 3.23 to 7.23 1476 1994 1,100,000 I00,00 0tntral oblll4tl6n 3.23 to 1.23 I476 1994 115,000 630,000 r., Consist obligation 4.30 to 6.30 1976 I99e 1,300,000 1,300,000 central obligation 4.00 to 1.00 1177 1117 3,000,000 119501000 central ebllgatlcn 5.1: to 1.00 1179 2000 4,500,000 31313,000 Control obligation 700 to 10.00 1913 1003 6,142,000 4,300,090 Central obligation 7.00 to 10.00 1913 2001 10,000,000 10,000,000 cottlfleatea 06 obligation $.30 1976 t997 515,000 15,000 Certificates of 4 obligation 6,15 1919 2191 570,000 170,D O ~ Cortlflcattr of ob t l Is lion 1.173 1979 1997 175,000 216.D00 9 Certificates of obligation 1.90 to 10.00 1910 1993 150,000 230,000 Ia $34,112,000 124 ,3A 0,000 t 2 !1 Aggregate maturities of the general obligation debt (principal it and interest) for the years subsequent to September 30, 19850 are as 14 followst Year Principal Interest Total so 1986 $ 1,210,000 $ 1,796,225 $ 3,006,225 1987 106504000 16726,058 3,3761058 t 1968 166600000 11606,105 3,266,105 1969 11565,000 19488,521 33053,521 i 1990 11510,000 11374,344 268841344 Thereafter 16,685,000 --83515-438 _25,200.483 l $246280,000 $16,506,691 $40,7861691 esseeeeea:~ ■eeeaeeaese u■ee ee eta' I .3r4.. ( t 3• i w r . Proceeds of general obligation debt are recorded in the Capital Projects Funds and are restricted to the uses for which they were approved in the bond elections. The City Charter expressly prohibits the use of bond proceeds to fund operating expenses. During January 1984, the City issued a certificate of cbliga- I tion in the amount of $550,000 which was used in special street construction. The certificate of obligation is reported in the Special Assessment Fund balance sheet. Aggregate maturities of the certificate of obligation (principal and interest) for the /ears subsequent to September 30, 1985, r are as follows: f Year Principal Interest Total 1986 $ - $ 44,000 $ 44,000 1987 - 44,000 44,000 1988 - 44,000 44,000 'j 1989 -550,000 --22`000 -572-000 Mi 5550,000 $1546000 $704,000 ~ saeaszze eazvavas asasxczs r Revenue Bonds- The City issued Utility System revenue bonds of $20,000,000 on a October 25, 1984. The revenue bonds are serial obligations payable annually in varying amounts through 2009. Interest rates range from I 9.00% to 12,00%. i Revenue bond transactions for the year ended September 30, l+ 1985, are summarized as follows: Bonds outstanding, October 19 1984 $ 26,020,000 Issues 209000,000 Maturities (1,7351000) 4 T 44,285,000 Less- Unamortited bond discount and expense -----596,550 ` Net bonds outstanding, September 30, 1985 $ 431688,450 /1 aasaaasazasa r ~ -35- i I .i rr Aggregate maturities, including mandatory redemption requirements, of the revenue bonds (principal and interest) for the years subsequent to September 30, 1985, are as follows: Year Principal Interest Total 1986 2,080,000 $ 3,971,031 $ 6,051,031 1987 2,055,000 3,820,496 5,875,496 _ 1988 2,155,000 3,661,703 5,816,703 1989 2,295,000 3,490,920 5,785,920 199r 2,305,000 3,308,517 5,613,517 Thr :after 33,395,000 27,110,733 60,505,733 $44,285,000 $45,363,400 $89,648,400 zzaazaxxxsx exaxxxxa xxz aasasaassaa In addition, the City has the option to retire at par all or a portion of the bonds, except for the Utility System revenue bonds issued October 25, 1984, prior to maturity on or after December 1, 1993. The bonds issued October 25, 1984, give the City the same option on or after December 1, 1994. w, The revenue bonds are collateralized by the revenue of the utility system and the various special funds established by the bond ordinance. The ordinance provides that the revenue of the system is to be used first to pay operating and maintenance expenses of the system and second to establish and maintain the revenue bond funds. Any remaining revenues may then be used for any lawful purpose. The ordinance also contains provisions which, among other items, restrict the issuance of additional revenue bonds unless the special funds noted above contain the required amounts and certain financial ratios are met. The City is in compliance with all significant requirements. Below is a summary of the various restricted asset accounts required by the bond ordinance as of September 30, 1985: it Interest and Sinking Fund $2,974,960 Reserve Fund 3,000,000 es Emergency Fund 250,000 { Extension and Improvement Fund 2,060,859 a, $8,285,819 aaaafaaasa Assets in these accounts consisted of cash and U.S. government it securities. Related liabilities and retained earnings are as follows: Payable from restricted assets- Accrued interest $1,317,597 Revenue bonds payable, current 2,045,000 Retained earnings reserved for bond retirement 4,923,222 $8,285,819 aasassasas -36- 4W WWW-Qxr~ Bonds Authorized and Unissued- As of September 30, 19851 there were no general obligation or revenue bonds authorized but unissued. - (4) LEASES PAYABLE: Leases payable represent the remaining principal amounts payable under lease purchase agreements for the acquisition of vehicles ($926,509), Xerox equipment ($24,369), landfill vehicles ($248,203), computer hardware and word processing equipment ($193,649). These leases are recorded as capital leases. The vehicles and Xerox equipment are recorded in the Internal Service Funds, the landfill vehicles are recorded in the Sanitation Fund, and the computer hardware rind word processing equipment are recorded in the General Fixed Assets and General Long-Term Liabilities Account Groups. Remaining requirements, including interest, under these '.eases are as follows: General 4 Internal Long-Term Year Service Liabilities Sanitation .r Pi 1986 $ 577,987 $ 90,339 $104,297 F 1987 4456825 61,024 104,297 1988 275,124 47,074 65,667 1989 46,170 17,827 - Thereafter 15,835 - - ` 11360,941 2169264 274,261 Less- Interest portion 410,063 229615 26,058 Net Present Value $ 950,878 $193,649 $248,203 ea:a:asx:z aaaa:eas azmrxa E (5) PENSION PLANS: The City participates in a pension plan sponsored by the Texas Municipal Retirement System (TMRS), an agency operated by the State of Texas. The plan is a defined contribution plan covering all full-time employees except firemen. The plan is funded by contributions based on a percentage of compensation paid to employees. Employees are currently contributing an amount equal to 5% of gross pay with the City contributing 5.75% of gross pay. :he City's policy is to fund pension costs accrued which inclcde amortization of prior service costs over 20 years. _ i -37- As of January 1, 1985, the actuarial present value of accrued plan benefits was as follows: Vested $79949,949 Nonveated 914,149 $8,864,098 N The value of plan assets as of January 1, 1985 was $6,610,766 and the actuarial present value of benefits was calculated using a 5% Interest rate assumption. Firemen are covered by the Firemen's Relief and Retirement Plan, s. a defined contribution plan. the City's policy is to fund pension costs accrued which include amortization of prior service coats over 30 years. ~t As of Au,;.iat 31, 19820 the actuarial present value of accrued plan benefits was as follows: Vested $1,3071382 ~i Nonveated 154,346 $1,461,728 The value of plan assets as of January 1, 1985 was $2,642,451 and the actuarial present value of benefits was calculated using an 8% interest rate assumption. Pension expense for the year ended September 30, 1985, was as follows s TMRS $ 615,130 Firemen's Plan 109,144 ria $ 714,274 Er (6) COMMITMENTS AND CONTINGENCIES { 1 Agreement with TMPA- In 1976, the City, along with the cities of Bryan, Greenville 1 and Garland, Texas (the "Cities") entered into a Power Sales Contract with the Texas Municipal Power Agency (TMPA). TMPA was created through concurrent ordinances of the Cities and is governed by a Board of Directors consisting of eight members, two appointed by the governing body of each city. Under the terms of the agreement, TlSPA agreed to ; -38- i i, E'. E; I construct or acquire electric generating plants to supply energy and power to the Cities for a period of not less than 35 years. The Cities in turn agreed to purchase all future power and energy requirements in excess of the amounts generated by their systems from TMPA at prices intended to cover operating costs and retirement of debt. In the event that revenues are insufficient to cover all costs and retire the outstanding debt, each of the Cities has guaranteed a portion of the unpaid debt based, generally, upon its pro rata share of the energy delivered to consumers in the prior operating year. As of September 30, 1985, total TMPA debt outstanding was approximately $1,450,870,000, and the City's guaranteed percentage is approximately 21.29%. In the opinion of management, the possibility of a material payment under this guarantee is remote in that TMPA is f generating operating profits and assets exceed liabilities. Presently, TMPA operates a 390 megawatt lignite-fueled generating plant and has an interest in a nuclear-fueled generating plant under construction. Should TMPA be dissolved, each City wljuld be entitled to an undivided interest in the property. Selected financial statement information of TMPA is as follow September 300 (Unaudited) 1985 1984 (000's) (000's) OPERATING REVENUES $ 188,140 S 86,088 1 I OPERATING EXPENSES 85,291 j 69,497 OPERATING INCOME 202,849 16,591 OTHER NONOPERATING SOURCES (USES) (57,829) 4,538 CURRENT ASSETS 3 _ 44,859 59,362 l I~ T07AL ASSETS 11573,240 1,393,500 LONG-TERM DEBT 1 14488,994 1,343,021 TOTAL LIABILITIES 1,520,357 1,379,880 TOTAL EQUITY f 12,751 130620 III -39- I i i ry Flow Memorial Hospital- The City of Denton and Denton County participate jointly in the selection of Board members of Flow Memorial Hospital. Flow Memorial Hospital is administered by a seven-member board comprised of p~ four members selected by Denton County and three members selected by the City of Denton. Certain contributions are provided by the County and City. At September 30, 1985, the City has provided Flow Memorial Hospital with $450,000 of support for operations, and has budgeted an additional $225,000 for fiscal year ending September 30, 1986. Selected financial statement information of Flow Memorial Hospital is as follows, a~ September 30, - (Unaudited) 1985 1984 OPERATING REVENUES $14,171,788 $13,018,808 OPERATING EXPENSES 13,375,722 13,650,213 OPERATING INCOME (LOSS) 796,066 (631,405) ^ OTHER NONOPERATING SOURCES 1,2000775 290,518 TOTAL ASSETS 70992,661 61629,952 CURRENT MATURITIES OF LONG-TERM DEBT 225,126 187,370 LONG-TERM DEBT 587,769 709,056 TOTAL LIABILITIES 2,361,513 3,073,011 TOTAL EQUITY 5,631,148 30556,941 As of December 20, 1985, the City Council has approved a plan E' whereby all of Flow Memorial Hospital's assets would be irrevocably f transferred to a corporation named Flow Regional Medical Center. Under +r E the plan, City and County payments to Flow would end. Agreement with Lone Star Gas Company- J{ it During 1983, the City entered into a natural gas sales contract with Lone Star Gas Company which provides for natural gas through 1988 to be used as fuel for the City's electric generating facilities. The contract requires that the City estimate its future usa and provides penalties if actual usage is less than 40% of the estimate. No penalties were incurred during fiscal 1985, and management does not anticipate any during fiscal 1986. I r -40- j I~ i i Agreement with City of Dallas- During 1985, the City entered into an agreement with the city of Dallas which provides for the purchase of a minimum of 500,000 gallons/day of untreated water from the City of Dallas, This contract will be effective for 30 years. Litigation- Various claims and lawsuits are pending against the City. In the opinion of City management and legal counsel, the potential losses, after insurance coverage, on all claims will not have a material effect on the City's financial position as of September 30, 1985. (7) SEGMENT INFORMATION FOR ENTERPRISE FUNDS Segment information for the year ended September 30, 1985, was as follows: Utility Sanitation System Fund Total OPERATING REVENUES $67,341,640 521047,395 $69,584,035 } DEPRECIATION 3,150,098 39,720 30189,818 OPERATING INCOME 12,286,953 267,206 12,574,154 OPERATING TRANSFERS OUT 4,640,768 1180510 4,759,278 , NET INCOME 5,975,114 38,386 6,013,500 CURRENT CAPITAL CONTRIBUTIONS: Federal agencies (102,058) - (102,058) j In aid of construction 4,2060976 - 41206,976 } ACCOUNTS RECEIVABLE: Accounts receivable, grors 12,860,239 63,668 12,923,907 J Allowance for uncollectiblea 2,006,852 - 2,006,852 Accounts receivable, net 10,853,387 63,668 10,917,055 PROPERTY, PLANT AND EQUIPMENT ADDITIONS 91392,071 11171,194 10,5631265 I TOTAL ASSETS 1210683,544 3,022,207 124,705,751 ~ J NET WORKING CAPITAL (DEFICIT) 38,748,803 (336,749) 38,412,054 t { BONDS PAYABLE 41,868,450 1,800,000 43,688,430 TOTAL EQUITY (DEFICIT) 70,858,974 (709,275) 70,149,699 -41- ' f f 1 j t i h ` (8) INDIVIDUAL FUND DISCLOSURES: I Individual fund disclosures as of and for the year ended W fl September 30, 1985, are as follows: Deficit Fund Balances/ Expenditures/ Retained Expenses Interfund Interfund Earnings Over Budget r _ Fund Receivables Payables (if any)_ (any) General Fund $1,904,544 $1,604,277 $ - $ - Special Revenue Funds: Community Development Block Grant - 77,580 (144,650) Recreation - 28,585 - 746999 Criminal Justice - 17,858 (8,028) - Emily Fowler Library - 20 (1,122) - Debt Service 297,834 - - 97,621 Capital Project Funds: - 212 - Airport Improvement - Street Improvements 261,276 Construction Projects 8,2,375 - - Williams Square - _ General Projects 411,718 59 - Enterprise Funds: A Utility System 2,374,495 4,9310098 _ 120,255 i Sanitation 356,000 1,465,643 (709,275) Special Assessments 31 - (242,635) - 11 1 Internal Service Funds: is Working Capital 518,140 405,492 (163,821) 142,323 Motor Pool 8909520 - - Trust and Agency Funds: Expendable Trust 6,804 216022 Agency 2,141,872 - Nonexpeadable Trust - - " - Total $8,9020558 $8,902,558 se:zzaezaa ■exaezazez I -42- t E i 1 I (9) RESTATEMENT - SPECIAL ASSESSMENTS FUND: j i The City recognized revenue of approximately $550,000 in the fiscal year ended September 30, 19846 related to a special assessment tax levy in that year. At September 30, 1984, $3756249 of the assessment had not been collected. Subsequently, it was determined that deferred revenue should have been recorded for the portion not collected as of September 30, 1984. The effect of this error was to overstate revenues, excess of revenues over expenses and fund balance and to understate liabilities as of that date. The September 300 1984, memo totals included in this report have been restated to reflect the correction of the prior period error. (10) SUBSEQUENT EVENT: On November It 1985, the City refunded its General Obligation Bonds and Certificates of Obligation that were outstanding at September 30, 1985, The existing debt was legally defeased as a result of the refunding. i d rye, 1 L1 1 I I I -43- j' :i. is j 1 CITY OF DENTON, TEXAS SUMMARY OF SPECIAL REVENUF FUNDS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 1985 Federal Revenue Sharing - to account for the operations of projects utilizing Revenue Sharing Entitlements. Such entitlements are issued by the Office of Revenue Sharing and may be utilized at the discretion of the City. Community Development Block Grant (CDBG) - to account for the operations of projects utilizing community Development Block Grant Funds. Such revenues i are restricted to expenditures for specified projects by the Department of s Housing and Urban Development. } Recreation - to account for the revenues and expenditures for the recreation programs which are self-supporting. All expenditures will be reimbursed 100%. Various business operations, such as concessions, will fall into this account. Criminal Justice - to account for revenue received from the State of Texas J Criminal Justice Division. Grants are restricted for use for crime prevention and narcotic enforcement. • «y Emily Fowler Library - to account for fines, donations, memorials and gifts ! a to the Library that are restricted to the Public Library. j All Other Grants - to account for miscellaneous special revenue sources which are required to finance specific activities. 1 f t I `1 k -44- i, f f'+ - Y a~ CITY OF DVITON, TERAS COMIXIM BALWCE SHM - ALL SPECIAL RRYAIDE rMW FOR TEE FISCAL YEAR ENDO SEPizoCo t 30, 1983 Federal Community Revenue Development Criminal ASSETS Sharing Block Orant Recreation Justice Cosh and investments - - 1141,622 1 9,830 other receivables - Due from other funds Due from other Rovenrents 129,893 - 29,469 - Total Assets 1129,893 1170,091 1 9,830 LIABILITIES AND FUND BALANCES Liebilitiest Deficit position to pooled cash 1 - 1 62,036 1 - 1 - Accounts payable and rcrued expenses - 5,034 1,236 - ])us to other funds - 77,360 28,585 17,838 Total Liabilities - 144,650 29,B21 17,838 Fund Balances (Deficits)i Reserved for encumbrances - 23,017 6,793 - Unreserved- ! DeaiBoated for subsequent years, I aapendttnres 329,893 (167,687) 133,477 (6,026) . Total Pund Balances (Deficits) -129,693 (144,650) 140,270 (6,028) Total Liabilities and Taad Balasces 1129,893 1 - 1170,091 1 9,030 r 5 I aJ 9i i-~ -43- i 4 ti I i I II` I [ I C i` I i i i t t 1 M i . ~ f7 r i Totals . tear Coded tally All - porler Otter September 30, September 30, Library Crests 1983 1984 1 138,430 1189,902 3158,766 368 138,362 - - 1 - 136,430 3348,264 1159,142 ~I 1 162 1 - 1 62,198 1 14,331 940 - 7,210 12,497 20 - 124,043 18,912 1,122 - 193,451 45,740 6,598 3,445 39,873 22,605 (7,720) 35,005 114,940 90,397 f (1,122) 154,613 ----2 1 . 136,430 1346.264 1159,142 t i i I - -46- ~ is i ~ i , i I 1 P r ~a 1'a 1 7 t_'a I I CITY. OF_DENT0N TEXAS COMBINING BTATEMERr OP REYINUL S. EXPENDITURES AND CRANGES 11 FUND BALANCES - ALL SPECIAL REVENUE FUNDS - FOR r" FISCAL YEAR ENDED St PrLMBER 30, 1985 Federal Coomun lty Revenue Development criminal Sharing Block Crant Recreation 1ustlee lavenusat Intergovernmental 1663,714 1 267,262 71,911 Fees for services - - 228,109 Intereat revenue Miscellaneous _ - 9,834 66,010 - Total Revenues 663,714 297,096 294,119 71,913 Expenditures: Current- Central government 133,406 Public safety Public works 78,717 1 Parka and recreation 218,923 Capital outlay 264,491 36,876 17 7 _ Tout txpenditutu - 417,897 255,799 79,444 Lxcsea of Revanuse Over (Under) dpenditurea 663,714 (120,601) 38020 (7,531) Other Financing Sources (Uses), ' Operating transfer$ out (553,821) - - 61 Total tither Financing sources (uses) (533,821) - - Ixcese of Revenues and Other S I sources over (under) j txpend(tures and other Uses 129,893 4120,8011 38,320 (7,531) runt Balinese (Deficits) - October 1 - (23,849) 101,950 1497) Funs Nlana (MHelta) - September 30 1 I 6121,193 1(144,650) 6140,210 6 (8,028) 3 ' I ( I V f i I r i Sate. TeatBo ded BA11r Fouler All Other September 30, SepteaDet 30, j Library Crente 1965 _ 1984 f 1 11,022,689 1556,106 1 - 42,12) 270,132 195,797 6 40,158 11672 11;,614 30,274 } v. a i 40,1se 1,410,795 7.1,3.E 10-301 5.119 146,926 84,715 76,727 78,458 33,797 35,100 216,923 129,663 -33..06 190 --561604 41,407 39,016 835,563 384,760 j - f -(3,249) --4.179 5751732 -397.618 i (533,611) (562,621) n . LI - (333,621) (562,621) r, 0,249) 4,779 41,411 (165,0037 2,117 33,671 113,402 278,405 i !11,111) 636,450 1154,613 8113,402 ..e.... .el.... JJ 1 i t ~ i, CCC i 1 , i' j I , e, CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 Federal Revenue Sharing Variance- f., Favorable Budget_ Actual (Unfavorable) F Revenues: .,y Intergovernmental revenues $529,121 1663,714 $134,593 Fees for services - - 01 Interest revenue - " Miscellaneous - - - i Total Revenues 5290121 663,714 1340593 M i Expenditures: Current- Parks and recreation - - ' # Capital outlay - h - - - - - - - Total ss oE Expenditures Revenues Over Excess Expenditures 5290121 663,714 -134,593 Other Financing Sources (Uses): Operating transfers out (529,121) (533,821) (41700) • Total Other Financing RI Sources (Uses) (529,121) (5331821) (40700) Excess of Revenues Over, (Under) Expenditures - and Other Uses 129,893 129,893 I Fund Balances - October 1 - - - ti C Fund Balances - September 30 1 - 11296893 1129,893 1~ ,,.sass- u..aeae ...,arse r~ f k -49- i i ,I N { I I Recreation Total Variance- Variance- Favorable Favorable jE Budget Actual (Unfavorable) Budget Actual (Unfavorable) I u ~ _ S - - 5529,121 $663,714 $134,593 192,000 228,109 36,109 192,000 228=109 36,109 66,010 66,010 - 66,010 66,010 1 -192,000 294,119 _102,119 721+121 -957,833 -236+712 ;1 160,600 218,923 (58,123) 160,800 2180923 (58,123) 20,000 36,876 (16,816) 200000 33,876 (16,876) - 1800800 255,799 (74,999) 180,800 255,799 -(74,999) 11,200 --38,320 --27,120 -540,321 -702, - - (529,121) 034 '161,713 - f (533,821) (4-700) III t (5299121) (533,821) (4,700) t f. 11,200 38,320 27,120 11,200 168,213 157,013 ti? 1011950 101,950 - 101,950 101,950 - - - $113,150 $149,270 $ 27,012 $113,150 $270,163 $1510013 ■urr u■ :rurr■r ~s+r r~rs uro rrr rcu rrye ■eurrer t ~ [ C 1 _J i j P., THIS PAGE INTENTIONALLY LEFT BLANK 1 ~l I I ~ r~ J 1 1.1 i 1 r, 1l a 9i ~ 1 M r i i, i.~ F f: CITY OF DENTON, TENS i FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 1985 SUMMARY OF CAPITAL PROJECTS FUNDS <i i I Airport Improvement Grant Fund - to account for FAA Grant in aid for runway extension and airport development. G_enerel Protects Fund - to account for investing nonrecurring funds in capital { plant expansion or improvements, extraordinary maintenance projects, facility construction or other large nonrecurring projects, funded by operating revenues. a Street Improvement Fund - to account for repairs and rehabilitation of city streets funded by grants and bond proceeds. Nilliems Suuare Fund - to account for paving downtown parking lot to provide parking lot in central business district funded by bond proceeds. Construction Protects Fund - to account for major rehabilitation and construc- tion of facilities funded by bond funds. ;i h Other - to account for miscellaneous capital revenues and expenditures. } j i j p i ~ I~! 1 M .ti CITY OP MUM TEXAS r COIOININ0 SALANCS SHEET - ALL CAPITAL PROJECTS FUNDS FOR T1O PIICAL YEAR ENDED SEPTENEER 10 2985 Airport Improvement Central Street Williams ASSETS Ceant Pro ecta Improvement Square Cash and investments 111,291 1 - 112,4)4,746 Receivables (not of allowance 142,)6) for uncollect(D1u)t Accrued interest Due floe other funds 770,071 17 ' 411,718 T°" Total Assets - - - 111,291 1411,716 112,104,817 142,4SO LIAIILITIES AND POND BALANCES 1labilities! Deficit position in pooled cssh 1 - 11)7,469 1 1 Accounts Pa7able and accrued expenses 131 I RetainagO paysble - 2,117 ]2),112 Due to other funds 212 59 261,276 2,775 Deposits ' 27,415 - i Total Liabilities ---.212 1!9,178 4D6,671 •.2,175 k ! M Find 6alancest Reserved for snewmbrancss 11,079 111,8)6 1,160,546 11 Essarved for capital projects 111,002 11,217,398 40,075 b+ Total Fund Soleness _11-079 271,840 12,197,944 40,075 , ' total Liabilities and 7 I I Find lalaoao 111,291 1411,711 112,804,817 142 450 a1 , uuu u.v .o.u. 1 , 4. j -52- i t i . i. i'. i i i i Y 2 } i t + 1 i } Souls -Yee- ceded.......... Construction 9eptoob !0, leptnba 70, Projects Other 1983 2980 1 1656,36) 1 9, 16 112,954,079 14,062,912 112.696 - 482,652 401,250 i . 411,718 - 1 ' - $569,051 1 9,716 L1.948.649 14,464,162 i r, 1 Sl,366 1 - 1 190,875 1 - _ f U 212,972 125,389 85,816 17,061 350,983 $41,927 I 22,42! - !1` .....627 689,763 640,115 . i 6,000 1,116,463 946,921 426,630 3,716 11,842,421 2,676,526 428.630 --9.716 -17-58.864 -3.823.447 1369,031 1 9,f16 113,848,649 14,464,162 S t 1 -Sf- t i ~ .1 I r I N i CITY Of DENTON. TEXAS COMBINING STATEMENT Or RIVIMUES, EXPENDITURES AM CHANGES IM FUND BALANCES - ALL CAPITAL PROJECT$ FUNDS FOR THE FISCAL YEAR MID SEPTEXBER 30, 1955 Airport Improveient Central Street Williams Grant Projects Improvement Square F, xwaeuu s Into rgoveroewntsl 6463,539 1 - ! - ! - Toterest revenue - - 355,)54 3,161 Mifcallaneous 44,402 75 4,037,410 i Total Revenues 505,241 is 4,395,764 5,167 Eepeaditurea: Current- Cesera3 govarnment - 43 - - Public vorks 69,019 - 164 - Capital outlay 472,545 331,130 5,012,193 - - Total Expenditures .S41,S64 .33 1,)7) 5.012,357 _ y tacos of Reveausa Over (0114111 txpesd it urea (13,32)) (311,295) (616,593) 3,167 J 1X Other Financing sources (1111011 i 1 Proceeds of general obligation bonds - - 10,000,000 - 0" rating transfers In - 512,550 - - Operating transfers out - - (205,603) (1,175) Total Other Financing sources 11111x1 S1f,550 9,791,400 (1,375) - lacer of xenouea and Other Sources Over (Undet) t Expenditures and Other Uses 011121) 161,262 0,174,507 792 fund balances - October 1 44,402 90,555 1,:23,137 )9,253 s s i Puod Islanees - Eeptnber 10 ! 11,079 1271,640 112,397,944 ! 40,075 1 eu..eu u.r...~ era f 1 i I f l r 1 t f 1 i i I► I rotate- Te4r Laded Cooetrortion September 30,E---September 30, Projects Otber 1985 1964 p 1 463,839 j 32,533 - 414,074 679,807 5,056 4,066,943 2,087,301 S2.S31 -`3-056 4,964,856 . -2,567,104 G.~ 2,520 2-296 4,859 19,670 69,I83 14,704 -a - 1,689 5,617,937 3,709,170 N 1,520 4,185 5,891,999 3,743,546 50,033 (927,141) (I I.. 440) f 10,000,000 (39,0151 512,380 272,059 (230,000) (200.IU ) (39,023) - 10,262,580 71,9-.8 ` 11,006 111 9,535,431 11,108,5221 - ! 617,622 8.443 .-3.613-467 4.931-969 1421,630 1 9,316 111,158,684 17,823,467 u...o - -SS- ,J { ~ t ~ t I ~ ! i t i t l r , i THIS PAGE INTENTIONALLY LEFT SLAM( sr w ~i t A; X11 ~ I a 1 1 I I 1 i r~ i 1 V I E i' 1 I I CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDING SEPTEMBER 0, 1965 SUMMARY OF ENTERPRISE FUNDS i i Utility System - To account for the provision of utility services to the residents of the City. All activities necessary to provide such services are accounted for in this Fund, including, but not limited to, adminis- tration, operations, maintenance, financing and related debt service. Sanitation - To account for the provision of sanitation services to the residents of the City. All activities necessary to provide such services are accounted for in this Fund, including, but not limited to, adminis- tration, operations, maintenance, financing and related rebt service. J ' I" -56- i CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 M Y Utility ASSETS System Cash and investments $22,982,741 Receivables (net of allowances for uncollectibles)- Accounts 10,853,387 Unbilled utility service 3,117,629 Accrued interest 82,638 Other 11433,214 Due from other funds 213749495 Merchandise inventory, at lower of cost or market 1,242,670 Prepaid expenses and deposits 1s,903 f Restricted assets 8,285,819 Fixed assetsl net of accumulated depreciation 70,695,048 Total Assets $1211683,544 " ~ eaa■aaaf:aaa E irl G El 1 rQlr f -s7- s R. M i G ; 1 l , 1 Y. did I i jj Totals September 30, September 30, Sanitation 1985 1984 845,817 f 23,828,558 $ 4,244,097 j 63,668 100917,055 91427,276 j ^i 81,045 3,7981674 3,612,366 { j - 82,638 1309108 11433,214 1,884,674 356,000 2,730,495 738,867 n 1,242,670 19298,912 22,552 380455 13,063 892856819 70195,740 16653,125 72,348,173 641914,726 ~J X3,022,207 $1241705,151 $93,5196829 ~u----s-- -es-ss-:--r r~ I { J J E -58- j j ;i i CITY OF DENTON, TEXAS i COMBINING BALANCE SHEET - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 Utility ' LIABILITIES AND FUND EQUITY System LIABILITIESt Deficit position in pooled cash $ _ Accounts payable and accrued expenses 2,095,668 Retainage payable 289180 r~ Liability for accrued vacation leave 2379505 Meter deposits 3260072 ! Payable from restricted assets- Accrued interest 11317,597 i.' Revenue bonds payable, current 29045,000 Due to other funds 4,931,098 Capital leases payable a, Revenue bonds payable 39,843,450 Total Liabilities 5098249570 w + FUND EQUITY$ r•~ Contributed capital- IM Froro other municipalities or governmental units 14,903,082 In aid of construction 1395090794 f~ Retained earnings (deficit)- Reserved for bond retirement 4,923,222 Unreserved 379522,876 Total Fund Equity kbeficit) 701858,474 k A - Total Liabilities and Fund Equity $121,683,544 r~ , -59- r 7 k i 1 i 1 I i I I ' 1 r i I i i ---Totals September 301 September 300 Sanitation 1985 1984 f 122,456 $ 122,456 $ - j 51,216 2,146,884 50112,859 28,180 43,964 281,469 227,489 326,072 310,704 1 - 11317,597 652,239 - 21045,000 1,735,000 1,4651643 6,396,741 1,758,735 2481203 248,203 - - 16800,000 41,643,450 236691,522 39731,482 --54,556,052 330488,548 14,9031092 I f - 5,0059140 13,5099794 9,302,818 i - 40923,222 498089501 (7096275) 369813,601 309914,822 (709,275) 70,1496699 60,0316281 y $3e022s20. $1244x705,751 Ws 5l9o829 +,I r' -60- I _a i P' l` I P i 'i CITY Or DEMON, TEXAS j COMSINING STATL7RNT Or EIVENUIS, EXPENSES AND CHANCES IN RETAINED EARNINGS - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30. 1985 r f Utility System Sanitation OPERATING RIVLNVES: Electric service 657,920,778 { - water service 4,443,240 - Saver service 4,613,934 - charges for services - 1,180,627 Sundry 313,668 66766 Total Operating [avenues 67,541,640 2,047,395 w•. OPERATING EXPENSES: Purchased power 38,079,376 - t fuel 3,303,782 - Purchase of voter 705,183 - r., laterite and vase 4,455,161 775,621 Materials and supplies 522,093 200,581 Maintenance and repairs 1,524,849 341,412 Dspractation 3,150,098 39,720 Miscellaneous 1,511,145 402,855 Total Operating Lxpanata $5.254`687 -1.760-189 - Operating Incase (Lass) 12,286,953 287,206 _ NONOPERATINC REVENUES (LXTENSEI)t Icterast revenue 2,309,439 63,788 Interest expense and fiscal charges (3,900,606) (191,163) Coetributione of vehicles to motor pool (79,904) (22,935) ' Total NonoporstinS Revenues (Expenses) (1,611,071) (190,310} Inca*@ (Lose) lefere Operating Transfers and Extraordinary Itee 10,615,882 156,896 6P OPERATING TW$nJLS (OUT) _(4_640,768) -.(116,510) t{ Not Ineesa (teas) $,975,114 38,386 RITAI1160-9ARNINGS (DEFICIT) - October 1 36,670,984 (747,66') RI74I1N6D GRNINC/ (DEFICIT) - {rptarber 30 142,446,098 {.1709,215) i t) I r I E, i 'S F w r i { r II{ 7o-- - E 1 Lod.. September 30, 1915 Se eaber 30. 1964 I J 151,920,778 145,::9,s7: 4,493,140 5,806,805 j ♦,113,931 4,290,162 1,980,627 1,576,212 360,436 318,095 r'°, 69,569,035 57,222,6-6 38,079,376 21,123,752 I{ 3,303,782 5,626,530 ' „ 705,113 1,010,591 5,231,782 4,566,867 122.674 116,311 1,866,261 1,738,260 3,189,818 2,696,391 ' y ' ; _ 1,9)4,000 78!,441 'r 31,014,876 .44,461,150 12,574,159 -17,741,696 fff~ ` ~ 2,393,227 912,987 ! (4,091,769) (1,903,8467 + II07,e397 i fl (1,801,38 U (990,159) p 10,1)2,778 11,750,637 (41759,279) ......,322) 6,033,500 7 146 Sls 35,723,323 28,576,601 141,176,8!3 (35,723,323 ...a....... ueouuu ` f i i; kk I l` r un or DelrtD1, s17us COMIIMIIIG STATttM Of UY&MtI, 911L13I1 AIM chm" IN IJ[TAI1rt0 IAI7111GI - SUDGtT AND ACTUAL - ALL 91 ILFRISt FUNDS }o6 Ta FISCAL TIAA L"ID 1LfTIMILI t0 1115 sr• OtilltT slit" _ 'Ad Jvatwnes•- {udlat on verlanro- /al to an Ace rual m Actrusl fevoteble gadget laale farir Actual lUrfeverablel t 1 OPLIATIMG AI9t1Utl: lltetria servleo 116,645,091 1 - !66,641,091 111, 170,771 111,774,}111 !,100,45) S,S00,457 4,417,740 (1,001,707 Veto? utvlce 3,960,056 3,960,056 1,117,174 1l7,b71 1 1 f lever service _ Charles for "rvBat 791,300 191,700 7N 6b1 --•15'311 , Fund?! •16,Y04,70o - •76 604,100 67,541,640 •(6.167,460) foul Operainl 4vem,u OPIIIATING WINStl, 17,}q,74C - tl,)el,}40 71,079,771 f,)oa,eD4 purehuld pevre 7,176,110 1,171,770 167 0,09,0!71 Fuel 1,111,076 - 1,111,076 705,111 405,697 P.rtha a of rater 1,337,666 5,$51,641 4,436,161 1,096,61 Idatial and rapt 311,616 - 171,116 337,097 N,79S 1 t 141 uidr an/ av►Iliar 1,617,106 1, 117,4a 1,571,141 117,157 r 7,p16,000 },050,000 f 130 091 1100. 009) r..l 141atananea end repairs 9aprat(stien 1,111,147 !,1+1,141 1,$11,141 1770,007) f- t llecollano"I itotal Ope ~Llel Lpeeate -61 61,254,710 1,050,000 640)04 170 •!5,154,617 1 050 041 i 770 67 ...O (7,050,000) 17,095,,716,957 117,51) Opera lnl [ncow ILoerl 15"..9 3 ,j 1011OPCIATIIG tlvtlN.1 (tIIft1161): 41,000 0,000 709,679 21767,179 i Intarut s/vetw6 ,67) , 156 ) (1, IJ0,606) 076,/501 ll,N 7,+SU 670,0061 (79,404) 96 A 4~" t interart upon" and !fecal chatter 0 Coetrlluelena of whlelu to eater pool (10,0001 ,i Total lonaperetlnl !comsat (1,101,156) - 0.706,156) 11 ,611,Ot17 t,0If Flt anwtl ,615 p 7 , meow Metal !afore Operalnl Tra p.t 1. nalala 11 ,60,01 0.00.000) e,712,411 10,60,11: 1,777,661 A - OfttAtlMG TIA{{FtI{ IN (OUT) 11,690 7661 - 1:010,000 0,640.1{11 1 4,640.,769) Me IMeN !Cool --7,731,646 1,;;; 3,175,111 •7,77),468 3 6ITAIISIO LAAIIMCI • Ottol.r 1 )1,410,114 •}6.170.164 •l6.4f0.1M 6~ lltatltD &A211100 (DLf itlT) September 76 140,727,670 1 140,727 64},4N,091 1 7,711,461 r. oouru.r aJ 1 f i.a : ff e7- t • l f. ,s i i ` G li I 1, ~I r; ..r S fanlutcen Total - A4lu tcant a 1,481[ en variants- Adjust to ludo[ on /arlrnct- u an Atrrusl 40 Actr,al 14vart1lt Acv,ai Atarwd hvorablr I die t NIl1 to a l1 4tud (Onfovora6(e) IuAAat Ias la 147(09 Ac ruts On rw0 ra 614) I $66,649,091 1 166,645,091 1"1920,171 1(1,724,711) } 9,500,151 - 7,500,451 4,69),260 (1,001,2)1) ` 1,112,011 1,940,0s1 7470.056 4,111,114 157,111 f 1,91;,013 1,110.621 66.554 1,911,017 1,913,073 1,110,621 61,554 u r Sl,506 $0,594 661166 1,174 717,094 751,094 380,456 1),161 38D.456 1,110,691 1110,661 1,041,191 76.728 71,714,169 - 11,716,167 69,511,071 •f 1.115,7771 + 41,168,140 - 67,161,160 36,079,516 9,101,664 q • 3,626,7)0 1,621,170 5,105,711 (1,679,051) I 1,111,016 1,111,076 70!,11) 105,195 { 169,145 159,541 111,611 17,124 4,411,71) 6,411,39) 51111,112 1,160,6)4 271,761 177,161 1"Isla 71,115 605,614 101,454 121,614 62,410 211.060 210,150 341,412 (121,461) 2,012,776 1,072,756 1,166,161 266,407 • 40,000 4010" 31,210 160 1,090,000 1,000,000 1,119,121 111,111) 166,611 266,617 4011116 4116,1622 1,171,125 - 1.411,111 1,016 000 •••(06,111) . . . , ♦ 1,991,114 10,0" 1,140,134 1,160,110 MOMS) 62,6%,664 1,090,000 16,144,666 $1.016,676 1,010,711 _ 1 170,11) (40,0"1 4 5.211 261,106 w,sm 15,520,101 (1,040 0"t 12,410,103 12,514,159 116.016 , . - ...61,71! ..1f't1! .....i1,~ 2.39),32? 1,)46,121 bi I !120,0"I ,(115.000) •f111101 •(11167) •(11579561 11 •.I57IS61 (4001.ri17111 ".(75 2,161 129,0") (1S."0) 112,1751 1,065 .101,0"2 1105,0.. •(107 ) 1 161 { 1109,000) (101,0001 1110,1101 16,670 (1,111,1 11,111,1967 (1,4011111) 2,110175 I 145,17) (40.000) 121,111 156,109 11.151 11,s01,161 (1,090.0"7 6.621,147 10,171,116 11256,01 (154,510) 60.00 (111,110) 111115102 - (11140,271) 1.090,0" f1, 151,1111 (4,769,216) 1 1 211 • 7,121 471166 also 2,7111169 1'tsl.e69 . 6 ou:7" ••2.09,'471 1)u 661) .,47,6612 (w,Nll 1!,>71, )!7 77,113,326 35.71)123 11140,06) i 1(40,01) ((709,1)31 611,161 619,412,192 1 619,4/1,)47 641,736,171 1•IP21 ,art .l •0909 Y, •a as a........ •..11109.09 ........a,. • Y .....a• IJ I E> i, EE4 t f t 7 , 1 1 1 1 THIS PAGE INTENTIONALLY LEFT BLANK f f • j I r j -65- ~ 6i t k i, ~ E r~ 1 { CITY Of D9WTO* EX-11 i ~ 1 COMBINING STATEMf NT OF CHANCES 10 FINANCIAL POSITION - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30 1965 _ R , utility r SYatam Sanitation SOURC69 OF WIRING CAPITALt Operatioaa- 5,915,1 Net income (loss) 1 10 1 36,]86 Items sot requirint Works"{ Capital- 3,150,098 39,770 Nq Deptecietion 26,970 - 11 Amortisation of bond disc cunt and eapessa 1 1 York in{ Capital Provided by Opetstiana 9,152,161 76,106 - S Protada troy role of revenue bonds 19,969.958 Contributions- (102,039) - Federal agencies 4,206,976 - In aid of conatruttion ►1 s T.tal Sources of Yorkin{ Capital .33:127..58 -----75_106 t -1 USES Of MORRINO CAPITAL: 9,392,011 1,111,19E Acquisition of propertri Plant and equipment 2,045,000 Reduction of Ion{-tan debt Not ehan a in restricted assasa em! 1tsbi1ielee _ - psyebl! from restricted limits ..„114.721 l Total Uses of Working Capital 11.551.792 1,171.194 Not Increase (Deareass) in Yorkin{ Cepltal 111,675,266 1(1,093,068) i ELEMENT! OF UT INCREASE (DECREASE) IN YORRING CAPITALt tecrasee (decrease) to current Assets- 119,676,169 1 (289,728) , Cash and invisteents 1,612,56E 45,572 Accounts receivable (56,111) - it Inventory 1,165,132 370,889 Other current esests l . 22,595,663 126,733 81 M) current liabilities- 7,527,915 (16,763) l2sereAs4 decrasee in Accounts parable and ether liabilities ((5,166) 1 } ` Mater deposits (3,431,966) (1,205,056) Due to ether funds - 9~ Current portion of ten{-term debt . m (920,397) (1.219.821) Nat Increase (Decrease) Is Yerkine capital 121,475,166 SO.093,D66) rd f 1 T 'll i i j I 1 I 1 i I . { w Totals ^-r+-- Tear Laded September 30, 19BSY. September 10'924 ! 6,013,500 ! 7,146,866 3,189,818 2,696,191 28,970 31,231 I j t 9,230,288 10,074,508 f b f 19,969,958 2,800,000 ` t (102,038) (:551419) f 4,246,976 4,536,778 l 33,305,164 -16,035,867 71389,608 { 10,563,265 2060,000 X + 2,045,000 , 116,721 (408,121) w~~yr -9,04f,487 12,722,986 - r'.'` l2c,se2,ue 17,e14,3xo .aP.N.,1 a..N...M. 1 ~ I I" 1 !19,584,461 ! 1,93s,38S t 1,6Se,1S6 8,069,405 (56,242) (101,593) ' 1,Sk,D21 (131,39x) 22,722,396 7,785,797 2,SO 156 (1,022,174) i (15,368) (31,151) V 3 -(4-634,00e) - 11014100 89,608 -(2140,218) 2BNS01 i !20,582,178 ! 7,614,380 -67. r I U. E i w 1 r a i ia! THIS PAGE INTENTIONALLY LEFT BLANK a E 1I ~ ~ i r i ,S fl l ,t t a M 3 f I l Er If ~ T 1 1 1 1 CITY OF DENTON. rExAS i FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 1985 1 SUMMARY OF INTERNAL SERVICE FLNDS V _I W_orkinA Cacital Fund - to account for the financing jof tosrvic provided by the Municipal Garage, Warehouse, and Machined Shop and eothersCity departments. Such costs are billed to the other departments at standard labor charges and coat of parts plus 10%. Actual costs include depreciation on the buildings improvements, machinery and equipment used to provide the service. Motor Pool Fund - to account for the purchase of City vehicles not budgeted in other funds. These vehicles are then leased to other City departments. Monthly charges are equal to the vehicle cost lees salvage value divided by expected life of vehicle. r ~ '7 ~ r r" f r J i f tl I 4 a 1 } I aw 4 CITY OF DERTON, TEXAS s~ .r;. CO WING MAKE SRELT - ALL 1N7 MAL SERVICE FUNDS FOE THE FISCAL YEAR ENDED SEPTLH6ER 30. 1983 Pre _ Vorkl.n6 ASSET! Capital Rotor pool j Cash and i-.vestments f - f 26,973 W Eeeetvables - 2,164 ; y Due from other funds 316,740 890,320 Hercbandise inventory, at lower cost or market 1,071,634 - fixed asset.; net of aaeumulated depreciation 170.626 2-637,111 IM - i Total Assets $1,761,022 13,337,399 , J LIAIILITIE6 AND FUND EQUITY 3 LIAIILITILtt Defiett position in pooled cash $1.191,181 1 222,362 ACCOU11t1 Payable and accrued expenses 24,349 - Lessee pyable 26,369 926,309 Liability For accrued vacation leave 10,315 ~ Due to other funds 403,492 - ~ Total Liabilities . ..613.726 . 1.136.671 FUND EQUITY1 Contributed Capital- ?roe other ssuntetpolitiu or Eavernmentst units 269,117 2,260,653 Wd Retained sarnixp f4efiett3 (163,871) 177,666 Tara{ Fund Equity ._123.296 -2, 16.319 - r Total Liabllittes and Fund Equity 11,761,022 13,537,394 t -69- I i I I , l I I` 1 J I i i~ l ?i e 5 i r f i j i , i 1 . i i Totel@ Septhsee $0, 6eptuEer 30, _a 1915 1964 ! 26,973 ! 471,900 r 2,154 911 1 1,409,260 494,554 . 1,011,654 1,058,164 Y 2,x01,141 2,500,201 !5,111,412 !4,525,610 5 ~ U , 11,193,su 11,000,6en ~ r°:; 14,149 215,359 : ' 9SO,b1a 619,559 ~ 10,135 f,ri0 , 405,492 Z8,Ib1 2,.74,591 1,.70,9.9 21529,1.0 2,427,532 M 7 . 14,045 .227097 2 54 3 . .S 1,654 6.9 " 15,311,412 64,323,616 4M1 ~ `r y-1 , fl f is I I7 q ~ i f + CITY Of DL1ef0'N, it1A3_ q CONJININC STATLMZPIT Of RLVINVLS, RLptpSRS AND CRANGLS IN RLTAINID LARNINGS - j ALL ImwtAL LtitVICE rms ►q 111 Fog THL PISCAL TZAR LNDLD SL►L7916LR 30, 1965 !I Working Capitol Motor Pool , E E OPLMTI NC RtYtNULbt i Charged fof services 1-.750=093 S. 150.021 I k~ Total Operating Revenues 150,09) I5?,011 OPE0.0100 LS►LNSLS: talesles aed Wages 579,930 _ Nsurlelf and wppl(eo 61,226 _ )3,993 Naioteoanee and repairs 90,69) 931,167 Deprocistien 296,532 77,291 Miscellaneous 119,326 970,54 I Total Operating lapfaa L _-_(69.253) -.(120x26) Operating Inco+e (Loll) NONOMATING 11VLil0ig (tgPIRS16)1 (2,511) (62,717) lateral expense and fiscal charges 11,152 Tranofsrd !a (out) (70,165) e~ Total 1lonepersting Revenues (Itpaaoos) (2.521) i i .•-(11,761) +'(111,191) IS Rot into" (Loot) f.~ RLTAINL1) LAU%NCb - October 1 (92,060) 319,157 RLTAINTD gARNTNC/ (Dg►IC17) - Saptenber 30 { (!63,115 ! 177,166 ~i r1 ~ i t r. d t j r~ i E i I' I i 1 i rocue I r'+ t ; Year Ended Sentes3et 30. 1983 SenteeDef 30. 1981 !1,600,111 !1,335,699 i 1,600,121 1,53533-699 m 379,930 332,397 60,226 13,096 33,915 19,261 973,656 910,666 333,823 176,112 ~ 1 ` 3,769,780 1,363,0fS ~ + ~(189,639) (26,11q r _ (65,213) 2,260 Y - /I,6S1 132,933 E -(23,393) _ 15!,713 , -(113,032) _ 221,097 ti ~ 227W09f _ ~ i f ! U,04S ! 227,097 b' f 1 I1` ,Li E I 1 { CITY OF DENTON. TEXAS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - s~ ALL INTERNAL SERVICE FUNDS !I FOR THE FISCAL YEAR ENDED SEPTEMBER 30 1985 /w ti Working p{ Capital motor Pool SOURCES OF WORKING CAPITAL: Operations- (71,761) x(141,241) Net income (lose) Items not requiring working capital- 40,693 933,163 Depreciation Working Capital Provided (Used) by Operations (31,068) 791,872 h i Contributions- _ 102,839 Other funds (31,068) 894,711 t, Total Sources of Working Capital l.i USES OF WORKING CAPITAL: 46 424 112350491 Acquisition of property, plant and equipment 01 46,424 112350491 Total Uses of Working Capital Net increase (Decrease) in Working Capital S (77,492) 3 (340,780) t rru aeresr •erefarr• ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: Increase (decrease) in current assets- _ ) cash and investments $ (444,927) " Accounts receivable 1,266 Inventory 13,490 Other current assets -_-251_066 ___663,840 a 264,556 220,179 (increase) decrease in current liabilities- Accounts payable and other liabilities 35,263 (5600959) i Due to other funds --(377,311) (342,048) (960,959) #I - Net increase (Decrease) in Working Capital $ (77,492) 3(340,780) ■rrre■ u u arrererae• ~ 1~ _73- i. i ~ r1 f = Y~ E t i i I j .1 i Totals j Year Ended September 30, 1985 September 301 1984 _ (213,052) S 2276097 ---973,856 ---920-666 760,804 111471763 ! { 102,839 (165,428) 863,643 982,335 11281,915 9660927 11281,915 ---966,927 R (418,271) S 15,408 1 ■ueuuu of err array ~ I (444,927) 0 (70,730) 1,266 918 134490 164,688 914-906 ---471_027 484,735 565,903 J~ } (525,696) (668,800) f (3771311) 118,305 --(903,007) (550,495) 1 (4186212) 1 15,408 - ■urafurr fuura af■ -74-: f I f rn ri 1 Y q Ii ji THIS PACE INTENTIONALLY LEFT BLANK 1I 4 C i1 M i• , ry 8 i ' «J I R' f: k~ t~ rr r L'. r 1 i` i i 1 ' CITY OF DENTON, TEXAS 7 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 1965 SUMKARY OF TRUST AND AGENCY FUNDS --t EXPENDABLE TRUST FUND 1 , Employee Insurance - to account for accumulation of resources for the payment of employee Insurance claims and insurance policies. NONEXPENDABLE TRUST FUNDS Plus One Contributions - to account for the collection of citizen contributions M to a private organization to aid financially distressed utility customers. ..i AGENCY FUND Payroll - to account for the collection and payment of the City's payroll and associated liabilities. .F wJ I F, ,t x CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - ALL TRUST AND AGENCY FUNDS sa FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 Trust Funds ASSETS Expendable Nonexpendable Cash and investments $4300039 $ - j Receivables: Accrued interest 10824 - Otter - 154 td Due from other funds 6,804 - s y Prepaid expenses and deposits 4,682 Total Assets $443,349 $ 154 LIABILITIES AND FUND EQUITY E''1 Deficit position in pooled cash - t 154 ! { t 1 Accounts payable 190491 Due to other funds 210022 1 j j Total Liabilities 40,513 154 s Fund balances - undesignsted 402,836 r Total Liabilities and Fund Equity $443,349 $ 154 ,.i I -76- j: _ f r ~ r i i I ~ n i , i i Agency Fund Totals Payroll September 30, 1985 September 30, 1984 - 430,034 = 224,450 1,824 -7 - 154 - I i 2,141,872 2,148,676 225,847 4,682 10,220 $2,141,812 $2,585,375 $ 466,017 urufrfff fprrfsfaf uff rraff■ t $1,757,714 $1,751,868 $ 99,052 384,158 403,649 110,615 j - 21,022 71,132 } I 21141,872 2,182,539 280,799 i{ 4020836 18;,218 $20141,872 $2,5850315 $ 466,017 bfuuu■ asf of vaf ff effsrru 1 ' f { i -77-!. i I o i y t,' oyy 2 1 CITY OF DENTON, TEXAS { N r STATEMENT OF CHANGES IN ASSETS AND LIAB1L1ftES -AGENCY FUND { FOR THE FISCAL YEAR ENDED SEpTEKBER 30 1,985 i ~ w. E tl Balance b 1?84 ai PAYROLL FUND H ASSETS S 225,708 Due from other funds M~ $ 225,708 Total Assets r y , LIABILITIES $ 97,237 3 Deficit position in pooled cash 57,418 Accounts payable 70,993 Due to other funds 225,108 Total Liabilities i ~j i I r -78- i; f I I I r 1 1 , f" a M L :i Balana+j _k Additions Deductions September 31, 1985 i $17,652,563 $15,736,399 $2,141,872 !}S $17,652,563 $15,736,399 $2,141,872 fuuff ufa ■uffruuf ■f rf ■rru■ X. $27,399,585 $29,060,062 0,757,714 91854,758 10,181,436 384,158 547,555 476,562 - k $37,8011898 $39,7l8,062 $2,141,872 ■fafafrff ■r ufrfruru urf ufeff ti 1 J -79- ~ !r k,. ss p< r 4 I 1 CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDING SEPTEMBER 306 19A5 Sb'4MY OF UTILITY SYSTEM FUNDS f { Electric System - to account for the provision of electric services to the residents of the City, All activities necessary to provide such services are accounted for in this Fund including, but not limited to, administration, operations, maintenance, financing and related debt service. ! Water and Sewer Fund - to account for the provision of water and sewer services G to the residents of the City. All activities necessary to provide such f I ` services are accounted for in this Fund including, but not limited to, ` administration, operations, maintenance, financing and related debt service and billing and collection. Ff W , i J E I ~ -go- ~ i f I h+ t CITY OF DENTON, TEXAS r+ a COMBINING BALANCE SHEET - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 1I ' W ASSETS Electric Yd f System i Cash and investments $12,609,317 ! Receivables (net of allowances for uncollectibles)- Accounts 10,853,387 Unbilled utility service 3,322,567 Accrued interest 44,259 Other 1,373,595 Due from other funds 11431,255 Merchandise inventory, at lower of cost or market 10242,670 r, Prepaid expenses and deposits Restricted assets 5,385 782 r Fixed assets= net of accumulated depreciation 1 - t 30,100,402 Total Assets 5669378,697 a i seeesaeas■ r ~a f I ~4 l ~ I I i -8l - w,I f I h~ i I Y, f I 1 E Totals for Utility System Slater and September 301 September 309 Sever System 1985 1984 $10,373,424 $ 221982,741 $ 31108,552 t - 10,853,387 90427,276 395,062 3,717,629 39531,156 38,379 82,638 129,282 59,619 11433,214 1,8671569 943,240 2,374,495 731,204 r ; 11242,670 19298,912 r I 1 440 15,903 13,063 I 2,9001037 8,285,819 7,1950740 j 40,5941646 70,695,048 649453,075 r X55,304,847 X1210683,544 591,7556829 s■■:■r■r■■a ■■u■■r■■■■ ■■eunr■■■r I i J I l ±l, I -82- F I' ~ I { F. 1 M, CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30. 1985 i Electric " LIABILITIES AND FUND EQUITY System LIABILITIES: Accounts payable and accrued expenses $ 11733,201 Retainage payable 27 Liability for accrued vacation leave 170,552 Deposits 326,072 Payable from restricted assets- Accrued interest 710,749 1, Revenue bonds payable, current 11226,750 Due to other funds 1 987 532 Revenue bonds payable 219859,557 - t, Total Liabilities 284014,440 FUND EQUITYi b" Contributed capital- From other municipalities or governmental unite 13,060 11 t In aid of construction 637,835 'tai Retained earnings- t Reserved for bond retirement 3,448,283 Unreserved 34,265,079 Total fund 3 Equity 38,364,257 - ` Total Liabilities and Fund Equity a $66,378,691 M b+ I -83- f E: j' i l.1; ~a ~i I r j q i E _ Totals for Utility System Water and September 30, September 30, Sever System 1985 1984 r, S 362,467 $ 2,095,668 $ 4,702,623 28,153 28,180 k 66,953 237,505 186,649 ' #Y - 326,012 310,704 606,848 1,317,597 652,239 818,250 21045,000 11735,000 2,943,566 49931,098 11498,150 1?,983,893 39,843,450 21,891,552 22,810,130 501824,570 30,976,881 14,890,022 14,9031082 15,005,140 12,871,959 13,5091794 9,302,818 11474,939 41923,222 49808,501 312571797 37,522,876 31,662,483 - 32,494,73? 700858,914 60,178,942 $55,3041847 $121,683,544 $919155,829 rsrae~s~au nu:ua~aa■ •essae...~~ 1 J J i I } 3 .84- kr;! i CITY OF DENTON, TEXAS C0NSINING STATEMENT Of 0.EYLNUC9, EXPENSES AND CHANCES IN RETAINED EARNINGS UTILITY SYSTEM tot THE FISCAL YEAR ENDED 6£PTENLER 34 1955 p+ na j 6lestrie Water end I system Sever System OPERATING LEYLNUESI 157,920,775 5 - 14 tlectric service 4,493,140 Water service 4,611,934 Sever service 140,630 123,056 84 sundry - + Total Operatint Revenues Ssall_406 _ 9_430,231 OPERATING EXPENSES: 36,199,222 1,160,154 Purchased power 5,305,762 Fuel 705,163 Purchase of water I'S 65,174 1,690,967 letariaa and vases 235,$31 266,552 Matesiats end evpPllas 606,111 9166665 1laintentnea And repairs 1,465,120 1,264,171 Depreciation 1,021,564 462,519 Miseollansoue 45,506,176 6,746,511 Totes Operating Expensoa 2,663,721 Operating Intnme (Lou) 9_603.231 NONOPtRAt1NG RtYtNUE6 (tkPLNS£9): 1 141-31) - 1,166,116 Interest revenue (2,101,1621 (1,799,424) Interest *spent$ and !local charges (10,533) (49,571) Contributions of vehicles to rotor pact _ (.--660-,619) Total Nonoperoring tevenuu (Lepenees) (990,392) tneoms $afore Opentiag Transfer@ end 5,611,640 2,00),042 Extraordinary Item II OPttATING TRANSFER$ (OUT) (3,045:090) -(1,595.676) ` 5,567,730 407,369 Net Income RETAINED LA1lNINC! ' October 32,145,612 4,325,172 1 137,713,361 i 4,132,736 1 RETAINED GRNINGS ' /s ptembae 34 .........,e 1+s } r f i t i ( mw www i r i , i -.....-TOW S for utility 9yttoa Tur tndpd ftptbbpr 30. 1915 inpt~.Sti r 3p, 1964 N~ 137,920,771 x45,229,377 4,413,247 5,106,605 4,113,914 4,290,162 AS 310-446 17,$41,647 55,639,075 Y u._....... 31.079,316 21,121,7)2 505,7x1 5626530 705,113 1,010,741 ry 4,456,161 3,644,eo1 ,J 527,093 169,340 i,S24,14! 1,229,034 3,150,046 2,490,147 ~r~ !,512,145 ...441,571 . 1 5!,231,667 42,655,760 .12.7x6.933 ._2.963.755 3,307,439 911,161 (3,970,606) I1,403,646f (79.901) . (1.611,071) .(991,b6!) 10,613,612 11,991,570 • (4,640,761) (41461,515) 1,177,111 7,550,05! 36,/10,4x4 26,940,979 bf,14b,091 136,470,961 rrrtu~fu urr erJrru uuu 1. t r I I , r ~i THIS PAGE INTENTIONALLY LEFT BLANK i r I .1 i I j. . a CITY OF DENTON, TEXAS GENERAL GOVERNMENT EXPENDITURES BY FUNCTION (1) LAST TEN FISCAL YEARS i rr Fiscal General Public Public Year Government Safety Works 1976 51,8779550 $1,990,990 $ 746,375 1977 29527,177 20147,257 746,375 x 1978 2,619,618 21658,588 1,0481617 1979 21882,471 2,956,146 14013,586 1980 218819971 3,610,786 954,921 1981 3,992,254 4,1731188 11077,134 1982 4,348,188 41805,245 16208,589 1983 40170,991 5,020,458 21180,879 1984 41673,090 51531,882 2,7851622 !1 1985 6,191,869 61363,330 31071,489 i }i g (1) Includes General, Special Revenue, and Debt Service Funds 4 G (2) 1976-1982 Capital Outlay also included in Departmental Totals i j } t[ I f i f r, Table 1 3 t i ~ i i f Parka and Capital Debt { Recreation Other Outlay (2) Service Total 1 ` S 463,460 $ 332,308 $1196851 $ 977,813 S 6,388,496 k 494,147 342,131 276,211 1,0651102 79369,498 j 666,342 586,873 330,550 11438,207 91018,245 S 760,328 635,104 232,697 1,401,250 4,649,855 7954601 11102,998 586$40 1,1431016 12,3549705 936,673 16085,178 378,642 1,959,547 13,223,974 1,137,957 19210,497 256,346 168840273 1495940749 r; ~ 11257,126 - 513,377 11746,561 14,889,992 ' 1,4980226 - 385,783 21392,858 179261,461 1,719,742 - 16016,119 21419,528 20,782,077 I t `{I ~.l Y I I f ~ is r' i is CITY OF DENTON, TEXAS GENERAL REVENUE BY SOURCE (1) UST TEN FISCAL YEARS Licenses Utility Inter- s f~ Fiscal and Franchise Governmental + 'E Year Taxes Permits Fees Revenue 1976 =3,270,939 329504 $ 1019524 $ 782,503 R1 FI 1977 3,669,145 43,645 136,931 10220,201 s 1978 4,812,081 75,855 150,243 1,581,320 y+ 1479 51360,427 104,281 181,114 1,4770079 it 1980 61049,491 96,226 196,429 1,7910785 4f 1981 60992,999 82,494 2320990 102580829 0010, 1982 708959579 96,943 3308694 985,405 10=3 86819,953 2130490 3679437 1,036,903 1964 10,405,911 303,725 418,680 826,575 p 1985 111845,499 356,661 484,171 1,2704019 } id i (1) Includes General, Special Revenue and Debt Service Funds f1 s~ It r, f , J i { -89- I ~a ,t. 1 Table 2 Fees for Fines and Interest Miscellaneous Services Forfeitures Revenue Revenue Total = 55,55E X239,700 $ 42,187 $174,949 $ 4,699,865 71,336 302,842 ~ 51,211 163,450 5,658,822 j 105 421 + 325,247 40,351 242,653 7,3330161 F 154,689 245,444 48'535 334,641 7,906+210 163,616 224,853 1519948 298,531 _ 8,472,879 207,385 247,140 165,635 216,508 9,403,980 186,716 397,510 153,435 365,061 10,411,349 245,808 561,214 1106189 469,270 119824,764 494,212 616426 192,196 6429452 13,9009577 I 1,1689673 I 715,044 330,026 272,088 16,442,181 3 1 i ! J ,I j Et r 1 -90- r ;f q i i p CITY OF DENTON, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS _ LAST TEN FISCAL YEAb'S wr .s Percent Delinquent Fiscal Total Current Tax of Levy Tax Year Tax Levy Collections Collection Collections 1976 $20113,561 $2,002,428 94.74 $ 59,090 ` 1977 2,430,423 2,302,758 94.74 72,978 t. . 1978 31364,606 3,1306697 93.04 43,978 1979 30582,433 31369,564 94.05 82,949 1980 3,780,389 305410461 93.67 113,934 , 1981 41359,541 40062,043 93.17 107,472 s . 1982 4,930,471 49746,613 96.26 137,078 1983 5,376,210 5,122,101 95.27 148,747 i 1984 5,9959965 (1) 5,786,881 96.51 166,763 ' 1985 69808,814 (1) 61625,734 97.31 167,360 11 (1) Denton County Appraisal District EE F' I I i -91- r; `s , i TT Table 3 Total Collections Outstanding as a Percent Delinquent Total Tax Outstanding Taxes as a Col of Current Delinquent lections Percent of Lew Taxes Current Le~rv i 620061,518 97.54% 6 336i675 15.93% 2075,736 97.74 367,063 15,10 30174,675 94.35 497,345 14.78 ' 3,452,563 ~96.37 427,221 11.93 3,655,400 96.69 r 504,633 13.35 40169,515 95.64 585,785 13.43 4083,691 99.04 723,596 14.67 I 5,270,848 98.04 1,065,234 19.81 5,953,644 99.29 19269,189 j 21.11 { 6,793,094 99.77 1,359,577 19.97 i i -92- 7 j. t' 1 f I T 1 i f 1 1 CITY OF DENTON, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF I TAXABLE PROPERTY LAST TEN FISCAL YEARS Real Property Personal Property Fiscal Assessed Estimated Assessed Estimated ~w Year Value Actual Value Value Actual Value i 1976 $ 95,735,078 $159,558,463 $ 281592,085 $ 47,653,475 r1 s 1977 98,863,846 164,773,076 37,676,779 62,794,631 t~ 1978 213,1350760 355,226,266 58,2030469 97,005,781 P 1979 22103009472 368,834,1?0 67,6021230 112,670,383 1980 229,0229620 3811704,366 75,921,060 126,535,100 i 1981 246,2050248 41093420080 91,743,693 152,906,154 1982 450,732,259 450,732,259 212,704,829 212,704,829 i 1983 (1) 831,3974479 831,397,479 2.81549,070 218,549,070 1984 (1) 901,334,506 9019334,506 2269252,045 226,252,045 1985 (1) 919,943,824 919,943,824 234,0^2,434 234,092,434 i i (1) Denton County Appraisal District W -93- i ti r ; - Table 4 i r i Total Ratio of Total Assessed to r? Assessed Estimated Value Total Estimated Actual Value Actual r1 S 124,327,163 $ 207,2119938 40% 136 540 625 P r , 227,5679707 40 % 271,339,229 4522,232,047 ,j 60 288,902,702 491,504,503 - ~ 60 304,943,680 508,239,466 60 3319948,941 563,248,235 60 r 663,437,088 663,437,088 100 1,049,946,549 1,049,946,549 100 } 1027,585,551 1,127,586,551 100 1,154,036,258 1,154,036,258 100 1 { I i -94- i, 1 1 r Table 5 r- CITY OF DENTON, TEXAS M M PROPERTY TAX RATES AND TAX LEVIES ALL OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS TAX RATES (Per $100 of Assessed Valuation) Fiscal School v~ Year City District County State Total 4 1976 1.70 2.00 .9500 .12 4.77 ' 1977 1.70 2.00 .9500 .12 4.77 1978 1.".Y 1.57 ,6700 .10 4.12 1979 1,24 1.57 ,6700 .10 3.58 1980 1.24 1.68 ,6700 .00 3.59 1981 1,29 1.25 17700 .00 3.31 1982 0.774 1.22 .2370 .00 2.23 1983 0.510 0.73 ,1665 .00 1.41 i 1984 0.560 0.81 .2120 .00 1.58 1985 0.590 0.88 .2116 .00 1.68 The tax rate decreased in fiscal year 1982 2ursuent to an increase in assessed valuation from 60% 1o 100% of estimated actual value of all taxable property. -a TAX LEVIES Fiscal School Year City District County State Total k4 1976 =2,113,561 $4,4136466 $29138,563 =270,134 $ 8,935,724 11 { 1977 21430,423 511090467 29472,859 369,083 10,8311832 t4 1978 3,364,606 51387,253 29844,058 4249486 12,0201403 ffI 1979 31582,433 5,994,871 39461,592 516,655 !3,555,551 1980 31780,389 7,497,867 3,965,872 - !5,264,128 1 1981 4,359$41 8,323,653 5,463,606 - 18,146,800 1982 41930,971 8,736,514 6,846,688 - 20,514,173 ` 1983 5,376,210 8,847,258 9,012,14S - 23,236,216 1984 5,995,965 9,936,168 96117,685 - 25,0509418 ' 1985 66808,814 11,833,437 106192,925 - 28,835,176 -95- i, I 1 Table 6 i e i j CITY OF DENTON, TEXAS SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS Total Outstanding Current Current Ratio of Current and - Fiscal Assessment Assessments Collections Delinquent Year Due Collected to Amount Due Assessments 1976 $1920993 $93,945 48.7% $222,104 j 1971 195,115 104,445 53.5 2719285 1978 - - - 216,504 1979 - - - 179,834 i 1980 - - 1579247 19H - 145,389 1982 _ r 137,899 1983 ~ - - - 137,399 ~ 1984 549,992 307-005 55.8 375,249 1985 276,944 I ; j j i P r V i 1 -96- i J ~4. 4 I 1 r !R CITY OF DENTON, TEXAS RATIO OF NET GENERAL BONDED DEBT ` TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA `f LAST TEN FISCAL YEARS I Fiscal Assessed Value Gross Year Population (in thousands) Bonded Debt i> II 1976 46,800 $ 112,151 S 71695,000 1977 47,900 124,327 9,585,000 zi 1978 511500 136$41 12,024,000 1979 53,900 271,339 11,533,934 1980 48,063 288,903 15,215,101 f 1981 49,800 304,944 15,364,488 1982 51,350 663,437 (1) 14,247,000 i.. 1983 526000 110499947 16,817,500 1984 53,600 (2) 11127,587 15,552,750 6; 1985 60,000 10154,036 24,280,000 t. (1) Assessed value increased due to an increase in assessed valuation from 60% to 100% of estimated actual value of taxable property t~ ) r=i i (2) North Texas Council of Governments ( ti f k r.. t -97- i j; s ,tt . a I i~ E Table 7 r r 1 Less Ratio of Net Net Debt Bonded Debt Bonded Service Net To Assessed Debt Per j Funds Bonded Debt Value Capita $1180410 $ 715760590 7.41 $173 R i 280,438 99304,562 8.30 199 3 167,517 11,856,483 9.54 248 4,868 119529,066 8.44 224 18,062 151197,039 5.60 282 i 23,030 15,341,458 5.31 k 319 I I 30,831 14,216,169 2.14 285 j' t 34,C49 16,783,451 1.59 323 ~ i .J 919265 15,4619485 1.37 288 y i 605,541 23,614,459 2.05 395 i l I l i i 1 k , 1 ' -98- J I l~. Table 8 w CITY OF DENTON, TEXAS COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 1985 Net Assessed Value $1,154,036,258 Plus Exempt Property Total 57,743,043 Total Assessed Value $1,211,779,301 Debt Limit - No debt limit is mandated r», by law but the City does recognize six percent as an economic limitation $ 72,706,758 Amount of debt applicable to debt limit- Total general obligation bonded debt $239510,000 Certificates of obligation 770,000 24,280,000 Less- Amount in debt service fund available„ for payment of principal 605,541 ,A Total Amount of Debt Applicable' to Debt Limit 23,674,459 Legal Debt Margin $ 49,032,299 r t! ~ ' i -99- i id 1 t i 11 4 Table 9 CITY OF DENTON, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30. 1985 Percentage Amount Net Debt Applicable to the Applicable to Jurisdiction Outstanding City of Denton (1) City of Denton City of Denton $24,280,000 100.0% $241280,000 s Denton Independent I School District 31,675,000 86.1 27,272,175 11 Denton County 8,890,000 24.0 2,133,600 Total $53,685,775 azszz.zzzzz r i i _r (1) The "Percentage Applicable to the City of Denton" is based on the relative assessed values within the City of Denton. ^1 Ir { I 4 I . j -100- ~I Table 10 (I CITY OF DENTON, TEXAS RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GLNERAL EXPENDITURES (1) LAST TEN FISCAI, YEARS Ratio of Debt Service Fiscal Total Debt Total Expenditures Year Principal Interest Service Expenditures (percent) 1976 $ 610,000 3 3679208 $ 977,208 $ 61388,496 15.30% 1977 561,000 503,411 1,064,411 7,369,498 14.44 e 1978 658,342 599,088 1,257,430 90018,245 13.94 1979 818,833 563,226 1,3821059 9,6496855 14.32 1980 8456613 893,092 107430705 129354,705 14.11 1981 11117,488 7590235 1,8169723 139223,974 14.19 1982 111231150 759,236 11882,986 14,5941749 12.90 1983 110470750 698,811 11746,561 14,889,992 11.72 1984 19264,750 10128,108 21392,858 17,4390520 13.72 1985 19417,385 1,002,143 21266,893 20,7826077 10.91 it ti (1) Includes General, Special Revenue and Debt Service jk f -101- , V' Y t I ii G~ E i i j THIS PAGE INTENTIONALLY LEFT BLANK i ! I ! r r l ~ II ! j S ~ 1 I '1 1 r A i r {i I ..1 r i !l it CITY OF DENTON, TEXAS ii REVENUE BOND DEBT SERVICE COVERAGE LAST TEN FISCAL YEARS w Direct Net Revenue Fiscal operating operating Available for Year Revenue Expenses (1) Debt Service (j i Utility System 1976 $15,993,722 $11,032,146 S 4,961,576 ; a " 1977 20,515,761 14,377,220 6,138,541 P€ f 1978 22,512,120 15,571,996 6,940,124 1979 22,875,745 150866,971 7,008,774 1980 25,716,209 20,634,620 4,918,411 L. 1981 30,667,378 25,084,412 5,582,966 5 1982 37,56e,915 30,729,685 6,839,230 1983 41,376,356 33,236,669 8,139,687 1984 55,639,035 39,765,633 15,873,402 1985 67,541,640 52,104,589 15,437,051 • j, A I (1) Excluding Depreciation. i 1 k fi -102- f •y Table 11 f I~ i. h i h "j Debt Service Requirements Principal Interest Total Coverage $1,275,000 $1,215,035 $2,4900035 1.99 1,352,000 1,156,848 2,508,848 2.45 ~ 1,399,000 1,123,069 2,522,069 2.75 1,033,417 1,561,258 2,594,675 2.70 1 ; 112390324 1,556,575 2,7950899 1.76 1,314,503 11531,755 2,846,258 1.96 1,298,459 1,542,153 2,840,612 2.41 1,540,000 1,073,531 20613,531 3.11 2,060,000 2,336,712 4,396,711 3.61 j f 1,735,000 3,900,606 5,635,606 2.74 f -103-3,. I t' i N I sn 1 CITY OF DENTON, TEXAS i ` PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS LAST TEN FISCAL YEARS iJ _(1)-- i Commercial -Construction ~I Fiscal Property Value Number Year (in thousands) of Units value f 1976 $ 207,212 146 4,4246669 f 1! 1977 227,567 178 66119,557 oil 1418 4529232 121 13,702,533 11 i 1974 481,505 166 42,5739707 t'? ~ 1980 508,239 290 18,429,869 5639248 202 27,573,754, 1981 1982 663,437 210 11,846,452 1983 11049,946 221 74,777,113 4a 1984 10127,587 291 81,2649078 f i~a ! r 19P5 19154,036 545 88,7689781 ; J (1) City of Denton Community Services Departma-%t Estimate {i (2) City of Denton Chamber of Commerce Estimate f i -104- is i i r I - Table 12 's Residential Construction (1) ---o-----------------------------• Number Bank (2) Deposits Units Value (in tbousands) 402 $ 7,717,665 $167,806 344 6,308,049 1756006 574 18,621,741 198,905 k f 1,106 28,482,739 207,085 } 460 17,024,635 2280813 I 342 12,463,987 254,567 683 26,214,473 289,979 233 26,386,660 368,005 E I ry 564 49,273,898 385,000 i 618 49,995,190 475,174 r E I i ,f f Table 13 N CITY OF DENTON, TEXAS PRINCIPAL TAXPAYERS 1 SEPTEMBER 30, 1985 r Percentage 1985 of Total (1) Assessed Assessed r j Name of Taxpayer Kind of Property Valuation Valuation i General Telephone Co. of the Southwest Telephone Utility 5 34,972,393 3.03% Peterbilt Motors Co. Truck Manufacturer 22,4771576 1.95 Victor Equipment Welding Equipment 18,209,344 1.58 Company , Andrew Corp. Electronic Equipment Manufacturer 15,250,043 1.32 13,196,239 1.14 First State Bank Bank Paccar Inc. Parent Company of Peterbilt Motors 11,891,344 1.03", r kl ~ Joe Belew Developer 111518,448 1.00 I Moore Business Forme Business Forme Mfg. 10,3589100 .90 Westgate Hospital 6 Medical Center Hospital 8,695,105 .15 !t 1st Denton Nat'l Bank Bank 71188,554 .62 i s4 I $153,757,746 ..a..z_z=gym. r t (1) Denton County Appraisal District 1 F G, k' -106- i r , i.; E, h n i + Y i t THIS PACE INTENTIONALLY LEFT BUNK Y J V Y L~ 1 ~ f i } f -a t n R CITY OF DENTON, TEXAS M INSURANCE IN FORCE SEPTEMBER 30, 1985 The City of Denton is self-insured for the first $50,000 of each property loss and $1006000 of each third party (liability) and worker's compensation loss to a maximum of $450,000 combined losses. Dosses above $50,000 per occurrence or q $450,000 total are covered by various insurance companies including: , rr r., Expiration F Insurance Company Premium Policy No. Date _ rw Lloyds of London $530000 ISL 3126 10-01-85 Fireman's Fund 12$00 148 8366 10-01-85 Appalachian Insurance 20,000 G 8233 11-17-85 International Surplus Lines 57,088 GP 57070 10-01-65 - ~ 1,r I Arkwright - Boston 53,101 69 9001 01-01-86 Hartford Insurance Co. 491 4658232469 01-15-86 Atlantic Insurance Co. 30 903888 12-31-85 ti u to 1 F ~ Y r -107- i i e Table 14 f _ f~ k - Amount or Coverage Limit Liability: i Ambulance - professional liability $20,000,000 Auto Liability General Liability at Airport Police Professional Liability Public Officials Liability - Airport Public Officials Liability - Utilities Public Officials - Others Public Liability - General Ccmprehensive glass policy - library Total lose Comprehensive glass policy - City Hall Workers Compensation Statutory Limits I Faithful performance bond-Tax Assessor $10,000 -t Utility accounts receivable - destruction of records $2,130,000 Fire and extended coverage on utility systems, buildings and contents, and newly acquired j buildings and their contents Set by policy Faithful performance bond: City Manager $100,000 Director of Finance $1009000 Assistant City Manager $100,000 Each Employee $2,500 i Each Cashier $70500 Robbery inside premises $500000 Robbery outside premises $1,500 General boiler and machinery $1060006000 Group Accident, sickness and lift coverage on Police Reserve $54000 Diesel Fuel Bond $3,000 -108- ~ t . E i `r I CITY OF DENTON, TEXAS DEMCGRAPHIC STATISTICS LAST TEN FISCAL YEARS Fiscal Per Capita Median t Year Po ulation income 4 me-ill 46,890 6,272 24.3 ri 1976 1977 47,900 70064 24.5 ` 1978 510500 7,008 24.7 1974 53,963 7,247 24.8 48,063 7,300 (1) 24.9 1980 44,800 7,390 (1) 25.1 1981 1982 51,350 7,500 (1) 25.3 t 1983 52,000 7,800 (1) 25.5 1+ ~ 1984 53,600 (5) 80040 (1) 25.8 iP 606000 (1) 8,615 (1) 29.2 1485 t t1 , tti r (1) Planning and Community Development Department's Estimate (2) Denton Independent School District ~ (3) Texas Employment Commission { (4) Other Sources Include Census and Commerce Department (5) North Texas Council of Governments f i z is -109- '4 } i Table 15 3 i Education Level In Years of School Schoolin L Enrollment (2) unRateoym'nt 14.5 8,170 t 5.4% 14.7 7,960 4.4 J 14.8 8,000 3.8 15.0 8,035 3.4 15.3 8,241 3.4 i 15.5 80200 4.3 15.8 8,365 5.8 15.8 8,481 6.8 f 15.8 a b,914 3.6 13.4 9,518 7.5 j y a • r~ ~ a i Table 16 M W i CITY OF DENTON, TEXAS MISCELLANEOUS STATISTICAL DATA 1 SEPTEMBER 30 1985 s 9 Council-Manager Form of Government 46.8 square miles Area September 26, 1966 w. Date of Incorporation 220 miles Miles of Streets 4,058 Number of Street Lights Fire Protections 4 Number of stations Number of firemen and officers 47 r. (exclusive of volunteer firemen) F Police Protection: I r, Number of stations 9I Number of policemen Ind officers Municipal Electric Departments 2b,557 Number of consumers 685,890,000 KW/year 6• Electric production 11774,860 KWH Average Daily Consumption 327 miles Miles of electric line li 1 Municipal Water Department: 15,373 Number of consumers 9$920,000 gallons Average daily production 81,166,000 gallons it Average Daily Consumption 30( miles + Miles of water main F I,f Sewers= 275 miles + Sanitary sewers (1) : Storm sewers ►1 1,163 Building Permits Is►ued +4 Recreation and Culture: 13 with 787 acres Number of parks I Number of libraries 95,000 (approx.) Number of volumes I Employees: 125 i Exempt 668 Nonexempt 793 Total :mot 'r (1) Not Available I i f :y I I