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HomeMy WebLinkAbout09-30-1986 f V I ` C`.OMPREHEN IIV ANNUAL FINANCIAL IMPORT t Voi the it"al year ended September 80, 1986 o ° r 40 ve 41 to u CITY OF DBNTON, TBXAS t 1 CITY OF DENTON f COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended September 30, 1986 f Prepared by the CITY OF DENTON FINANCE DEPARTMENT K' i CITY COUNCIL Ray Stephens, Mayor I . Joe G. Al ford, Mayor Pro-Tem Jim Alexander r 41 r Mark R. Chew Jane Ho kins yJ Linnie McAdams James W. Riddlesperger f M ' -IA VIA CITY MANAGER ~ x I j Lloyd V. Harrell 1 5 ,e DIRECTOR OF FINANCE x John F. McGrane J E I4 , r, w a t`a~r I I TABLE OF CONTENTS Aa9e INTRODUCTORY SECTION: Transmittal letter i Organization Chart. . . . . . . . . . . . . . . . . . . . . . . 1 6 . I . . ...............vii ~FINAMCIAL SECTION: _ 1 Auditors' Report. General Purpose Financial Statements- 2 1 Combined Balance Sheet - All Fund Types and Account Groups................ ) Combined Statement of Revenues Expenditures and Changes in Fund Balances - All Governmental Fund Types and Expendable Trust Funds....... 8 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - r " Budget and Actual - General, Special Revenue, Debt Service and Capital Projects Fund Types 10 Combined Statement of Revenues, Expenses and Changes in Retained Earnings - All Proprietary Fund Types and Nonexpendable Trust Fund...... 12 Combined Statement of Changes in Financial Position - All Proprietary Fund Types and Nonexpendable Trust Fund 14 1 y~+~ Notes to Financial Statements., a a I a * 6 6 a a 4 1 4 d 0 0 1 0 4 0 . 4 . 9 . 1 0 6 0 4 4 a 1 0 1 a A 0 4 a I . 17 !i ! Comb1 ng and Individual Fund Financial Statements-arid Schedules- M Combining Balance Sheet - A11 Special Revenue Funds 40 a i°'1~ h ` Combining Statement of Revemues,'Expenditures and Changes in Fund Balances to All Special Revenue Funds 42 Combining Statement of Revenues and Expenditures - Budget # and Ac.ual • All Special Revenue Funds... 44 Combining Balance Sheet ;,All Capital Projects Funds 48 Statemn,,~ of RPVenues, Expenditures and Changes in Fund Combining Balaw t - All Ca ital projects funds 50 c Statement of^ 1se Reven> Funds., , Exp~ Funds...... 54 C Baleeet l~s Expeenses and Changes :n Retained Combinin Earnir All £ner ~ 1 . 58 - Schedult ;f Revenues, c proses and Ch .±s in Reta;nei FU'1 Earnin• - Budget and Actual - All ' :ervite Fo-Is 60 v Combini.4 Staf%onent of :hanges it F' 9 ^ia Posi.ion - All „ Enterprise Funds., 62 t Combining Balance Sheet - All Internal Service Funds 66 Combining Statement of Revenues, Expenses and Changes in Retained Earnings - All Internal Service Funds. 68 t G j k h I Page Combining Statement of Changes in Financial Position - All Internal Service Funds... 70 Schedule of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual - Working Capital Fund 72 Combining Balance Sheet - All Trust and Agency Funds,,,,,,74 Statement of Changes in Assets and Liabilities - All Agency Funds,,,,,,,,, 76 Supplemental Financial Information- General Fund - Schedule of Expenditures - Budget and Actual,,,,,,,,,,,,,,, 80 Combining Balance Sheet -Utility System 92 Combining Statement of Revenues, Expenses and Changes ; in Retained Earnings - Utility System,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 96 STATISTICAL SECTION: Table 1 General Government Expenditures by Function last Ten Fiscal Years..... 100 2 General Revenues by Source Last Ten Fiscal Years,,,,,,,,,,,,,,,,,,,,,, 102 3 Property Tax Levies and Collections Last Ten Fiscal Years 104 4' F,1' 4 Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years 106 ,'i `r ii~',4 , YSry, 6 Property Tax Rates and Tax Levies - All Overlapping Governments Last Ten Fiscal Years 108 Special Assessment Collections Last Ten Fiscal Years 109 7 Ratio of Net General Bonded Debt to Assessed Value and Net 4 ~f14T{.~P~ , Bonded Debt Per Capita Last Ten Fiscal Yee-,s 110 8 Computation of Legal Debt Hargin................ 112 1 4 Computation of Annual of Annual .•,Debtect and Service Overlapping Debt Debt for General 10 Rat 143 ~ ' " Bonded Debt to Total General Expenditures Last Ten fiscal Years.,... 114 ` 11 Revenue Bond Debt Service Coverage - Last Ten Fiscal Years............... 116 r i~ + 12 Property Value, Construction and Bank Deposits - Last Ten Fiscal Years... 118 13 Principal Taxpayers . 121 14 Schedule of insurance, In Form 122 16 Dem. -phie Statistics - La Fiscal Years, 124 16 Miscellaneous Statl+tical Data......,..... 126 yF i ; ,,r r ✓ +J h i { a a a st`a`r n 1 I~ ;•4 r ` 1 n r r ~qL nn i ' i , r 7 d~y .s7 1 ay 1~'~s4 ~ ~4Cxy ~.~A ~ • if.a 'r f 1w 11 i' x t • r~'I •~Yr~ ~ l1i. q w q, e^H i ~ i 1 + 'f L.i r ~ 'G4 r t r y r ~ - N 1 Y 1 WW1 } ~ •~r~ Yy a ~ :u a i ~ i f i i ~ i + i -Q TAwl.- 'Clry Of DEMO, TE"S MUNICIPAL BUILDING / 215 E. McKINNEY ST. / DENTON, ' TEXAS 76201 December 16, 19&6 :.J To the Honorable Mayor, City Manager and City Council, City of Denton; ' I+~ The Comprehensive Annual Financial Report of the City of Denton, for the fiscal year ended September 30, 19862 is submitted herewith. This report Frio 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 ~J in a manner designed to fairly set forth the financial position and results of operations of the City as measured by the ^Inancial activity of its various .,r funds, and that all disclosures necessary to enable the reader to gain the ' maximum understanding of the City's financial affairs have been included. K yrr JJ Accounting System and Budgetary Control i In developing and evaluating the City's accounting system, f consideration is given to the adequacy of internal accounting controls. Internal accounting controls are designed to pro-a reasonable, but not absolute, assurance regarding; (i) the safe uardin 9 f assets against lass from unauthorized use or disposition; and (2) the !liability of financial k ,h T records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (1) t4 cost of a control should not exceed the benefits likely to be der' „.d; end (2) the ' ' evaluation of costs and benefits requires estimates and L:gments by management, All internal control evaluations occur within 'wae above framework. We believe that the City's internal accounting controls adequately safeguard ? assets and provide reasonable assurance of proper recordi,ig of financial transe:tions. Budgetary control is maintained at the activity level by the encumbrance of estimated purchase amounts prior to the release of purchase orders to vendors. Purchase orders which result in an overrun of activity balancas are not released until additional appropriations are made available. F, 1986, encumbrances are reported as reservations of fund balance at September 30, i g 817/5688200 D/fW METRO 434.252C t 4y E s E f; x>, r } I i The Reporting Entity and its Services li This report includes all of the funds and account groups of the City. It includes all activities controlled by or dependent on the City. The City provides the full range of municipal services contemplated - by statute or charter. This includes public safety (police and fire), highways and streets, electric, water and sewer utilities, sanitation, parks _ and recreation, public improvements, planning and zoning, and general administrative services. General Governmental Operations (Governmental Fund Types) General governmental revenues totaled 521,9881712 in 1986, a decrease of 3,25 from 1985. Property taxes produced 38.985 of general ` revenues compared to 31,75 last year. The amount of revenues from various sources and the increase over last year are shown in the following tabulations: Increase Percent (Decrease) Revenue Source Amount of Total from 1985 Taxes $13,838,013 62,9% $1,922,514 licenses and permits 379,238 1.7 22,577 Utility franchise fees 377,960 1.7 (106,211) Intergovernmental 1,791,435 8.1 57,577 f' Fees for services 1,050,070 4,8 (118,603) Fines and forfeitures 6590194 3,0 ( 55,850} c. Interest revenue 1,220,112 5,5 438,297 Contributions 1,582,857 7.2 335,514 E µ'z Miscellaneous 1,089,833 5,1 (3`276,702) I: Total 4t.,,988,712 100,05 $ (780,V7) •r> eeeusrnsm■ uaaa aaeureaer . Assessed valuations of $1,443,543,458 re,,retented an Increase of 25,05 over pie preceding year. Current tax col+ ions were 95,865 of the tax levy, a decrease of 0,985 f.-4 last , r. Th ,+tio of to collections (uorrent and delinquent) to the current tax levy was 98.54%, a 98,75 decrease from last year. !1 Allocations of property tax levy by purpose for 1986 and the preceding two fiscal years are as follows (amounts per ?100/assessed value): Purpose 1986 1985 1984 F General Fund $.3924 $.3866 $.3499 Debt Service Fund .1976 .2034 .2101 - Total tax rate $.5900 $.5900 $.5600 •r. matinee N22090 Samson -ii- I ~"z i y General governmental expenditures totaled $24,994,0420 a decrease of 1 11.2% over 1985. Increases in levels of expenditures for major functions of the City over the preceding year are shown in the following tabulations: Increase Percent (Decrease) Function Amount of Total from 1985 -'1 General government $605010953 26.0% $ 305,225 Public safety 7,1560369 28.7 793,039 + Public works 3,690,350 14.8 549,678 Parks and recreation 2,110,862 8,5 391,120 Capital outlay 3,979,537 15,9 (2,857,142) Debt service 157,146 0.1 (2,328,382) r Other 1,397,825 5,6 345,400 ..---.r....- Total $24,994,042 100.0% S(2,8010062) ,ir n aaa~a:>•aaaa s~sas ss~saaa>.asa The unreserved-undesignoted fund balance in the General Fund increased to $105150934, In addition, the unreserved-designated fund balance remained at $5180649, . Y" The fund balance in the Debt Service Fund increased from $605,541 to $112470326. ~ j Debt Administration F The ratio of general obligation debt to assessed valuation and the amount of general obligation debt per capita are useful indicators of the City's debt position to municipal management, citizens and investors. This t f , City at the end of the 1985 fiscal year was as follows- r he a data fo t ? IWO of I Assessed Value (100% Debt Per v Amount of Present Market) Capita- k General Obligation Debt $23p-26 g730 1.55% $356 ~ The City's bond ratlr,,: .or gene+al obligation bonds at September 30, ! 19861 were A-1 by Moody's Investors Service and A+ by Standard 8 Poor 's Corporation. l , e V r ~r " ~r , f^ b t I I N ° Cash Management Cash temporarily idle during the year was invested In certificates N of deposit ranging from 30 to 365 days to maturity. The average yield on _ maturing investments during the year was 7.4%, and the amount of interest earned was $3,502,876. This was $306,116 more than interest on temporary investments in fiscal year 1985, f Capital Projects Fund Proceeds of general obligation bond issues are accounted for in k Capital Projects Funds until improvement projects are completed. Completed projects and uncompleted construction in progress at year end are capitalized in the General Fixed Assets Account Group. During 1986, project expenditures totaled $2,935,136, i s General Fixed Assets The general fixed assets of the City are those fixed assets used in t„s the performance of general governmental functions and exclude the fixed assets of Enterprise and Internal Service Funds. As of September 30, 19861 the general fixed assets of the City amounted to $55,259,846. This amount w ss~ A ~~a`1„t,q,..,~•,; represents the original cost of the assets and is considerably less than their present value. Depreciation of general fixed assets 1s not recognized in the City's accounting system. I Electric, Water and Sewer .„rm Vi: City's electric, water and sewer utility operations resulted in ~I s income more than suffil:fent to meet debt service requirements, '•omparative data for the past two years are presented in the following tabulations: + " ';r 1986 1985 - f ~ Operating Revenues $760172,840 $670541,640 < Operating Income .4,618 12,286,953 Income Available for Debt Service 14,596,964 15,437,051 Annual Debt Service 51925,181 51635,606 E j ' Coverage (Income Available for j ~I Debt Service Divided by Average w Annual Debt Service) 2,46 2,74 A r iy. ' V i V I k I`. I I ~ r. PMA, 1 7 I Outstanding utility system revenue bonds as of September 30, 1986, totaled $40,440 000, The bond ratings for these revenue bonds as of September 30, 1986, 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. I n'4 Certificate of Achievement The Government finance Officers Association of the United States and E Canada (GFOA) awarded a Certificate of Achievement in Financial Reporting to C the City of Denton, Texas, for its comprehensive annual financial report for c t+ " the fiscal years ended September 30, 1983 and September 30, 1984. j 11 In order to be awarded a Certificate of Achievement, a governmental unit miist publish an easily readable and efficiently organized comprehensive annual financial report whose contents conform to program standards. Such ka', , r= reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement 1s valid for a period of one year only. We believe our current report conforms to Certificate of Achievement Program requirements, and we are submitting it to GFOA to determine its eligibility for another certificate. J Future Significant Activities " Significant activities impacting the State, Denton County, and the City of Denton, relate primarily to growth and the attendant infrastructure that will be required to deal with projected growth levels. The County of Denton 1s projected to grow by 39.5% during the years 1983.1990, The Texas Department of Water Resources further estimates this growth to continue to 96.75 by the year 2000. Denton County is a part of the Dallas Metropolitan Statistical Area which indicates a growth of 35,25 by the year 2000, 1 f. a,i i 1i I w FUTURE WATER SUPPLY In 1980 the City of Dallas contracted with the Corp of Engineers for the construction and development of Ray Roberts Reservoir in Denton County. Located immediately above the present Lewisville Reservoir on the Elm Fork at the Trinity River ten (10) miles northeast of the City. In tho contracts with the Corp of Engineers, the City will pay for twenty-six (26%) per cent of the construction cost and Dallas will pay for seventy-four (74%) per cent. Mater - obtained from the Reservoir will pro rata on the basis of each City's a proportional share of total construction cost. The 1980 total estimated ; project investment cost of the project not including recreational areas was $37,438,400, The estimated completion date is approximately 1987 with water being available from the Reservoir in approximately 1991. The esa mated safe yield of the Ray Roberts Reservoir had been calculated at seventy-six (76) J~g' million gallons per day of which the City would be entitled to receive up to 19.8 million gallons per day, This amount plus a safe yield of 4,6 million gallons per day available from the present water rights from the Lewisville } Reservoir will be sufficient to meet the City's estimated water nee, through± 4 the year 2005. The City has conducted a tong range water supply srudy to ' determine water requirements and alternatives after the year 2000, y r, .t The City of Denton is planning for the population to be in excess of 100,000 by the year 2000. Our 1980 census indicated a population of 480063; f,;.. our 1986 estimated population is 63,000, The City has issued Revenue and _ General Obligation bonds to prepare for and improve services to its citizens, x ;;F~r"Air, The City is constantly revising plans to deal with citizen needs and to i ; provide a healthy environment for new businesses and other commercial activities. Acknowledgments The preparation of this report on a timely basis could not be $ f accomplished without the efficient and dedicated services of the entire staff s ' of the Finance Department. We would like to express our appreciation to all members of the Department who assisted and contributed to its preparation. r r Respectfully submitted, O"~T John F, NcGrane, f Director of Finance I r -vi- I, i 1 5 CITY Of OENTON PROGRAM OF SERVICE cot r COINY;N ; j coAOOt 1 OONNMf110N1 Clfr NANAKR atr At►alwtr D C rurcl►,LL ,opOt car ttcAtrART oTlur V ►IItIN to/tTr OOwRMTr tcoVKc-1 fMANCt E ucerRk ~~J.JJ IOIKt MINI • CALATNIN MLTM/rrAtTttMtU floc lA1RAllr MCM1AR11 ANIMAL OONTAK KANMNt UT" 1 TAR OLLM QLgcfION TMIMK TIOIINt AANIfATNNI NwRNNN lAMTRL AMMMlTRAtMt uowct~ _ P tMM1lctRlw RUMONAL ItN[RAl ~OrtRNN[NT Y[NNxt MAMTtNANOt MINCt101q CaYNt-1AL MACIRNC MIO► tANLMIN 0►LOAtMlN foufk Mt►wt4L RMIItNOYtt OrtRATglI AMALrM t ~ : nRCCr ~ wATA Roet Rlt ~ I ►tR1ONNtl i cwntcNer MANAttwNt its w ar r Af►LwIC Mlnw O or M car AM►ORT { MANA1twNT P jr. f~ ,w ~ N ~ E j ~ ~ • 1 F i f jt ~6" r~ ~ I ri ff } 6 ,I~ r i ~y~~, ; 4~,V r ~ ~ ' a ' "~F 1 G ~ xi ~ a L,~ r ti„ r ~ w,i~ ~ ,,7 t» ~ ~ { w 1 Y,P_ t:. C hH La. ~I i J i` { ~ VM:h a a. i . , o:. ~ ~ ~'te ~ 7 ,111 G r ` ~ ' ~ ~ ~ ~ l ~ r,~~ ' ~ ° t.. } J, r r i t s 1 ~ i; > ..`tom f` F. 1' f. i Y' s ~s s r i I t ~ I 1 ~ e ~ S S 1111 r. i 1 l.. j. IJ Itl i t s s 1 is I. i t r , p N t ~ Deloitte HaskinsAells --r InterFirst Tower r~ 801 Cherry Street, Suite 2340 Fort Worth, Texas 761026801 (817) 338.2531 f Metro: 654-2777 Telex: 758612 AUDITORS' REPORT i To the Honorable Mayor and z Members of the City Council City of Denton, Texas " We have examined the general purpose financial statements of that City of Denton, Texas ("City") as of and for the year ended September 301 1986, M as listed in the table of coatente. Our a%amination was made is accordance with generally accepted auditiae, standards and, accordingly, included such teats of the accounting reccrds and such other auditing procedures as we considered necessary in tho circumstances. In our opinion, the general purpose financial statements referred to ~y above present fairly the financial position of the City at September 30, 1986, and the results of its operations and the changes is financial position of its proprietary fund types and nonexpeodable trust fund for F+;a ;Jthe year then eaded, in conformity with generally accepted accounting tl th ri principles applied on a basis consistent with that of the preceding year. h Our examination was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining {j z and individual fund financial statements and schedules listed in the tal.le of contents are pr•Aented for purposes of additional scaly tp and f are not a required part of the gens, 1 purpose fiasaci,.l stateme..b of the City. Such information has be.a. subjected to the auditing t S1 procedures applied in our examination <f the general purpose financial ' statements ands in our opinion, is fai v stated In all material retiects when considered in relation to ;ear al purpose financial statements taken ad : whole. ' December 13s 1986 1 I-, t; f- E ,f i `r I r j7 CITY OF DENTON, TEXAS P1 COMBINED WANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS J FOR THE FISLAL YEAR ENDED SEPTEMBER 30, 1986 A Governmental Fund Types Special Debt Capital Spe<1e1 ASSETS, General Revenue Service Pro}ects Assessment s Cash and investments (Note 2) $3,033,485 $376,305 $ 772,280 $11,616,112 $382,587 Receivables (net of allowances for uncollectibles)- ,y Tares 4410359 - ~ { Accounts Unbilled utility service special assessments - - 279,229 Accrued interest 9,287 - 19,922 434,972 3,3% i~ Other 44,602 26,495 - Out from other funds (Note 10) 10570,710 14,981 674,285 8.350 i out from other governments 92,379 - 262 - " Merchandise inventory, at lower w o' cost or market • r°1 ~ Prepaid expenses and deposits - t I Restricted assets (Note 4) Fixer' etsetst net, where i wrt a'~ ' a applicable, of accumulated r' .,4$4, depreciation INOte 3) . Amount available In Debt Service fund - Amount to be provided for retirement of longterm liabilities .......wow uu.... r. Total Astets $5,099,443 $510,166 ;1,466,481 $12,059,696 $665,212 ' "y+~-1 aruuur ruuu■ ruuuu ruuuur• .aura , 9 r y,° a The accompanying notes to financial statements are an integral part of this statement. • r 'i'Ff)I i r i i t' 5 ! E- kd 1Y ~Qy a4 6.` i f r. E. i j Fiduciary Totals i proprietary Fund Types Fund Type Account Groups (Memorandum Only) Trust General General Internal and Fixed Long-Term Septeeber 30, September 30, Enterprise Service Aeency Assets Liabilities 1986 1985 e ` 26,445,964 31,771 685,100 ; - ; $ 43,343,604 $ 40,405,756 F 441,359 651,279 J 10,075,062 - 10,075,062 10,917,055 ' u 4,098,287 - - - 4,098,287 3,198,674 279,229 276,944 819,935 255 3,638 - - 1,291,405 568,950 1,157,697 - 20,701 - - 16249,495 1,580,884 2,987,629 2,102,956 3,648,926 - - 11,007,913 8,902,558 92,641 158,362 ,j + fFMx "1' ^7 1,244,669 1,246,273 2,490,942 2,314,324 E ~ k"~~^"~ ~ ~ 139,236 - 2),897 167,133 43,137 " t" RA 6,019,040 - - 8,019,040 8,285,819 tre ~,1;, a * r 81,087,045 3 523 998 - 55,259,846 - 139,870.869 124 774 898 1,247,326 1,241,326 605,541 22,155,092 22,155,092 26,541,982 } • 1136,014,564 $6,906,253 X4,366,262 $65,259,846 $23,402,418 $245,829,347 1228,826,163 rYY lrr!!Y rlY r!Y■rrr YY• rlr rr N!!l lfrUbflYY rY lrltl YM■ Yrr YlH!!Y!Y ■,rl,rfrrlr■ 44 r , Y ' • r 1l~lt lr iI ~ A;N I {'k! ) 1R V JJ k V, 91 j. .a ,E J~!r1(11~~ - X~ e ' a pi a CITY OF DENTON, TEXAS COMBINED BALANCE SHE i ALL FUND TYPES ANU ACCOUNT GROUPS (CONTINULD) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 ' i Govormental Fund types Special Debt Capital Special t LIABILITIES AND FUND E UITY General Revenue Service ProJeets Assessment Liabilities: Deficit Position in pooled 634,566 j 56,280 Accounts payable and accrued r expenses Retsina a 688,075 29,535 104,878 g e Accrued vacation and 8,911 2'414 1US,D26 sick law (Note 4) . Deposits - r 32_'570 48,U48 Note payable . Payable from restricted assets ` r . yla s.= (Note 4)• ■RTM-z Accrued interest 219, Revenue bonds payable, 161 current _ Due to other funds (Note 10) 1,176,255 172,639 - t 6 - 733,462 Deferred revenues - r Payable (Notes 4 and 81 21,033 . Lena t 4 3]3,090 General obligation bonds . Payable (Note 4) • iY8 , y Revenue Dnnds payable (net - 174,834 , Of bond discount) (Note 41 _ , d). Total Liabilities 2,561,410 260,868 219,161 •.1,048,034 .847.624 7 3 fp r The accompanying rates to financial stateaents are an Integra) part of tAIs statement, w 41 ' AImo. Iv " .4. V' 'j4rlV.Y. l .}r " S7, ; nt 14, :j 1 N. I ~ ..1 i s Fiduciary Totals t J k proprietary Fund Types Fund Type Account Groups Trust (Memorandum Only) MJ Internal and Fixed long-Tenn September 30, September 30, 1986 1985 Enterprise Service Agency Assets L1eD411Lfes t 641,242 $1,406,881 $3,376,651 ; - = 6,172,350 3,588,147 X, 414 4,481,371 43,410 379,892 - 6,727,161 3,231,940 92,588 - - 209,439 153,569 Mm' 305,019 10,335 - 1,673,874 1,989,228 1,965,618 1+ r 315,491 - 396,109 429,348 550,000 'J Y± 11574,438 - - 1,593,199 11311,597 .~4 ~ sky 1 26020,000 2,020,000 2,0456000 7,942,558 982,939 11,007,843 8,902,558 , w~ a 394,123 645,835 159,514 1,444,788 - - 137,219 1,741,521 1,392,730 1,660,871 21,591,325 230126,730 24,280,000 P r'si i r`ti 3708500342 37,650,342 41,643,450 ' 56 813 434 3t888t353 3a756tS43 - 23i402.418 92t828.445 90.146t152 c~r~ r a t r " -w Y !~"L 4 ~~~L Jl Sr ' Y,srf!~ y + r x V y {^r ` . ' ......333 + •5- b P k ~ 4r-' a I CITY OF DENTONr TEAS ~ 1 COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (CONTINUED) qq FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 f` Governsw!ntal Fund Types • Special Debt capital Special General Revenue Service Pro acts Assessment LIABILITIES AND FUND EQUITY + Fund Equity: Contributed capital- From other eunlcipalities or governmental units - i - S S - y in aid of construction - - - r- lnvesbeent in general fixed assets Retained arnings- Reserved for bond retireesent - FI m +,a (Note 4) unreserved Fund balances- - 1,241,326 Reserved for debt service d Reserved for encuebrances $03,450 49,621 938,832 Reserved for capital protects 10,072,230 f ,w yew Unreserved- % ~ Designated for subsequent yarn' expenditures 518,649 199,677 1162'4121 `F y, p};~jkt ~y Undesignated 1,515,934 , 17,~.~ ; ~,+x14 Total Fund Equity 1001cit) 2,538,033 249,298 10247,326 11,011,062 (182,412) ' ~n vw ♦ !f':~ ff cw E a +x y~ r r~ ~H Total Liabilities and Fund Equity =5,099,443 $610,166 $1,466,487 $12,059,696 $665,212 * ~ 4~ ~f !!ultllfl fltlfo0 ■u tlbff■ ffH!lfff■ fflff!!• 1 a 4-)d lVlll Y try The accompanying notes to financial statements are an integral part of this statement. -k It. px + r Y ~d t ,41 L_1vL f i 7 < r Fiduciary Totals 1 Proprietary Fund Types Fund Type Account Groups (Memorandum only) 1 Trust General General Internal and Fixed Long-Term September 30, Septeaber 30, Enterorlse Service Agency Assets L1ab111ties 1986 1485 Y 14,903,082 $3,026,646 ; - j • j - ; 17,929,728 17,132,852 18,085,414 - - 18,085,419 13,509,794 55,254,846 - 55,259,846 49,618,384 - - 1,621,602 4,624,602 4,923,222 41,618,027 (9,746) - 41,608,281 36,827,646 k~T ,a - 1,247,326 605,541 1,491,903 2,004,230 e.f, 0A _ 10,012,230 11.842,421 4 ;WN, _ 118,326 633,584 t a,'`„ ~t 619 119 11963,241 1,282,332 b 10 79,231,130 31016,900 629,719 55,259,846 153,000,902 138,680,011 -fiRl T. w . 5: r.r X136,074,564 16,905,253 $4,386,262 $55,269,846 $23,402,418 $245,829,347 $228,626,163 e 3 1 rI it < dl 1` + J K~ ~ 3 i {14 rye' ` 1 i •F 6r/ 1. sl I ht ! i,. CITY OF DENTON, TEXAS COMBINED STATEMENT OF REVENUES EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30. 1986 Governmental Fund Types I Special Debt Capital Special 1 General Revenue Service Protects Assessment REVENUESI Taxes tNate 11 $11,099,988 f - 12,738,025 ; - _ - Licenses and Permits 379,238 - - - - Utilfty franchise fees 377,960 - - - - Fines and forfeitures 659,194 - Fees for services 692,809 357,261 ` Interest revenue 218,051 3,626 23,878 911,405 28,758 Inter overnnntal 371,674 1079,906 39,855 Contributions Miscellaneous ---.608.020 221,983 246.6:8 w . f Total Revenues 106_934 .1.968-776 90. 1,898 28.758 ii ....197....... tea "EXPENDITURES: Current- *W S b General govermont 6,286,430 215,523 - - Public safety 7,047,696 108,673 ' Public works 3,690,350 - Parks and recreation 1,690,522 420,340 - E Other . Cag1tsl Itlay 473,133 571,268 - 2,935,136 - I~ € 'f?ta r1'i►J De serv Ca. Principal retirement - - 135,438 - - t' w,'r e } Interest and fiscal charges - - 21,708 - - t 4 V Total Expenditures 19,188,131 1,315,804 157,146 2,935,136 ti f `.1 EXCESS OF REVENUES OVER (UNDER) 'r:aTJSI EXPENDITURES (4,7816197) 652,972 2,604,767 (1,737,238) 28,758 e . vlqi > , ' w • 'r OTHER FINANCING SOURCES J USES): j•'" Proceeds of general obligation bonds (net) - 20,915,981 459,gIf r y .;•t Transfer to escrow agent (Note 4) - - 23 845 385) - Bond principal defessed - (428,447) Capital 1 uses 123,261 33,225 E Operating transfers in 5 349 256 966.432 263 702 - Operating transfers out -1441,9611 1591,712{ (674;286) Tote) Other Fin}neing r. a s. Sources IUses) 5:030 656 (558 481) r1,9b2 9121 (410 584) 31,465 i EXCESS F REVENUES o- i AND OTHER SOURCES OVER UNDER) EXPENDITURES AND r 4 OTHER USES 249,359 94,485 6410785 (2,1476822) 60,223 FUND BALANCES (DEFICIT) • October 1 2,288,674 154,813 $05,541 13,158,884 (242,636) ra FUND BALANCES (DEFICIT) - September 30 = 21538,033 $ 249,298 $1,247,326 ;11,011,062 ;1182,412) I S The acempanying WAS to financial statownts are in integral part of this statement. i r n A a, _ 3 M1; I ' 1 I Tools z 1Mmrandue only) flduelery ?y... Year EndedExprustble September 30,Sept1 ASr 30, ' i - j $13,8380013 $11,845,494 i 379.238 356,66 659,191 484,17 w' 75' 73 1,050,0]0 1,158,6 34,394 1,220,112 803,533 3 . 1,191,435 1,733,858 j 1,582 857 92 1,08 ,833 4366535 f m ` , .1,624,413 21_988,712 22:721,31] f ~w -*6,501,953 6,196,724 71156,369 6,363,330 3,690,350 3,140,672 i r 2,110,862 1,719,742 16397,825 1,397,825 1,052,425 ~3 3,979,537 6,836,619 4 135,438 1,417 385 = a° ~~y}y"~3 21,708 1,068,143 ~N i--~ 5 ^ ~f . .r.rr. uu.u.rr. ...uu..u i' l`7 d l 1,3976825 24,994,042 21,195,104 ...or..... ...003,330) ......,7671 . MM 9 ti "Ji ,'S6 sa If '"J. Xj3M1r ~l . a (23~8386 45~386 10,000,000 1 X420 447 M 166,486 112,915 6,569,390 6,324,086 .(1:707,959) 11,606,660) 5' tr"41"s' ` ' 2,129,978 14,830,341 woo *004 £ ' ,4 226,618 (876,352) 9,156,551 Y 1 ' •1 402,836 16,368,113 6,611,659 j 629,454 $15,492,161 $16,368,113 , v~. i 4 ..J ri r f' 4. y 1 J i'i~'"Nk F'~'Aip'Y• Y s i CITY OF DENTON, TEXAS 04 COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND "I BALANCES - BUDGET AND ACTUAL GENERAL, SPECIAL REVENUE, DEBT SERVICE AND CAPITAL PROJECTS FUND TYPES (NOTE 1C1 M FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Special Revenue (Federal 'ieneral Fund Revenue Sharing and Recreation Funds) ' Variance- Variance- Favorable Favor-bl• Budget Actual (Unfavorable) Budget Actual (Unfavorable) REVENUES: ' Taxes $11,191,268 $11,099,988 8 (91,280) Licenses and permits 475,500 379,238 96,262) - Utility franchise fees 441,300 377,960 6],340)) - Fines and forfeitures 893,000 659,194 (133,806) - - Fops for services 678,149 692,809 14 660 341,000 314,415 (32,585) Intergovernmental 372,fi33 37),674 X959) 410,046 5]6,203 126,151 Interest revenue 343,770 218,051 (125,719) - 3,6?6 3,626 Miscellaneous 625,100 606,020 (11,080) 102,626 103,506 882 r [ [XPENDITURESta1 Revenue .15.020_720 ....406.934 ..(613.7861 ........2 .957.152 98:080 " , General government 6,521,008 6,396,815 122,193 - f ' Public safety 7,024,388 7,046,841 (22,453) - 14 PYbic works 3 868,240 3,766,808 91,432 ne~~ h, q i Parks and recreation 1,686,594 1,690,522 (3,928) 537,941 463,699 74,245 r 0 CC Capital outlay 514,521 358,864 155,657 43,186 32,182 11,004 8~ f ` rr u , Do t service- ;,'}81 Principal retirement Interest and fiscal charges x ';A Total Expenditures 19,604,751 19,261,850 342,901 $81,130 495,881 85,249 L a 1 EX4EOF EXPENPI TURESR UNDER) (4,6&1,031) •(4,854,916) (270,885) 218,542 4610811 163,329 ri • - • OTHER FINANCING SOURCES (USES), Proceeds of general „ obligation bonds (net) - - rll Transfer to escrow agent Note 4) I v' Capital loses 3 wa 12],261 123,261 33,225 33,225 s ' OWperating transfers o11 ut 5I441 ~9611 5 4410951 } 323,264 1264 561) 1591,712) 4 (327 7,151) it y4 ...wuu. 9 3 Total Othe• Financing 1 , Sources"ses) 4,584,031 5,030,556 446,525 (264,561) (158,4671 (293,926) 11 tt EXCESS OF REVENUES AND OTHERi ' I SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES 175,640 175,640 13,981 (96,616) (110,597) P. > , s FUND BALANCES, October 1 .,258,861 2,258,867 - 281,028 261,028 FUND BALANCES September 30 (Budgetary oasis) 20258,867 2,434,507 f 175,640 $ 295,009 ; 1840412 E(110,591} j The accompanying notes to financial statements are in integral part of this statement. i+ 11 { ' •10' r r r .e ;I ) 'r r, x fp~ w Capital Projects Debt Service (General Projects Fund) Variance- Variance- Favorable Favorable Budget Actual (Unhvorablel Budget Actual (Unfavorable) 12,738,025 $2,738,025 - - V . • I ' 881,500 23,878 (863,622) - 9,049 9,049 3j625,S25 .2161,903 .(863,522) . . 9,049 ..._9.049 1~ . 263,702 206,964 56,738 4 r. 1,210,00 18 1,074 ai , s r ~ 1,844,425 5 21 21,10 708 1,822 717 717 ~ _ (t1,F'~ 3,051,425 157,146 1,897,219 •263702 .206j964 _..56738 5710100 2,604,757 2,0336657 (263,702) (197,915) 65,187 'C' • r'.:. '~!ti v ' 21,926,981 20,925,981 (23,845,385) 123,845,385) 956,432 956,432 263,102 263,702 - ( 1< • .•uu..w• •uu u... •uoo.... ..•..uw u. u. + • + • + r (1,962,972) (1,962,912) 2630702 263,702 f ' E ' j ..a + I 5111100 641,785 70,685 - 65,181 65,787 i .I 1420341 142,341 605,641 605,641 • I {1,176,641 162411326 70,685 1142,341 1208,428 ; bS, 787 777777hI ' •l......H engaged *@&% •!..l.f■ .......l megadeals 1 ~4F CITY OF DENTUN, TEXAS • COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RLTAINLU EARNINGS - ALL PROPRIETARY FUND TYPES AND NONEXPENDABLE TRUST FUND FOR THE FISCAL YEAk ENDED SEPTEMBEk 30, 1966 Fiduciary Proprietary Fund Typas Fund Type i - Internal Nonexpendable Enterprise Service Trust _ , OPERATING REVENUES: - Electric service }64,206,493 ; f - water service 5,364,192 - - Sewer service 3,901,979 - Charges for goods and services 2,604,878 4,624,586 - Sundry 94,768 119,7.0 Total Operating Revenue -76,172,840 -5,004,322 .••3,368 OPERATING EXPENSES: 40,414,266 - - purchased power Fuel 2,316,711 - ' Purchase of water 107,345 - War as and wages 6,096 752 439,246 o mate riait and supplies 750,195 3IU65:171 MaintenaCon and repairs 2,311,360 30,669 , 3,638,910 1,279,983 +nwus 26291,011 118,183 3,103 vs N1lce11 t 3 iot+1 Operating Expenses 64,527,222 4,923,258 -3,103 A°'95R• • Operating Income (Loss) 11,645.618 811764 .....265 NONOPERATING REVENUES (EXPENSES): 9µ61 2,8U1 - ` Interest revenue 2,219, 1107 scal charges (4 i279604 21 s*s X Interest expense and fi,6581 r' 1 a' r ti ' 6.0..1 . A Total Nonoperating Revenues (Expenses) 12,391,0841 (104,855) 4 ~ Income (Losol Before operating Transfers w';;4 r4 RS~* and Extraordinary Ited 4,254,534 (23,191) 2b5 3. w b OPERATING TRANSFERS IN OUT) 14,861,4311 - k Income (loss] Before Extraordinary Item 4,393,103 (23,191) 265 " EXTRAORDINARY ITEM (NOTE 4 112,703 i .•4,505,806 (23,1911 265 • Net Income Itoasl RETAINED EARNINGS/FUND BALANCE • October 1 411130,623 14,045 + . rf 1 RETAINED EARNiN6S/fUND BALANCE - September 30 346,242,629 j (9,1461 265 ! bards..".d aaaraaaaaa •auuu I t The accompanying notes to financial statements are +n integral part of this stateftn, ~ 1 N I ' I. l? i I Totals (Memorandum only) } Tear Ended September 30. 1986 September 30, 1985 164,206,493 $57,920,778 6,364,792 4,493,240 3,901,909 4,56S11~p33,99733~44g _72797;872 3386,828 ~ 81,180,530 ~71,145,i28 ~ 46 414 266, 38,019,376 ' 2,316,717 5,305,782 C t,. 701,345 101,183 r_ 6,635,998 5,611,712 3,815,966 790,900 ` 2,342,029 1,900,206 1,848,969 4,163,674 x 2,172,303 20255,298 ~ 69,453,583 •58~81t~131 t, n~'• }1,726,947 12,38.!,391 2,282,7 2,3 3,227) ,t tr "fir » (4304,602 141028 9) 5 s; "':~`~4 ` •12,445,939) 11,866,6261 I i e } r5}1~ ° 1Kw~H._j ~4.3i u..~.uu. Y.uu.u.• I : ~ 9,231,006 10,516,771 (4,661,/311 (4,717,426) r •4,369,677 5,799,346 a 112,703 9 I ' / pa..•uu• Yuu. u.u ' ' r• 1 4,482,280 5,794,146 t ~M , ' t~ t ~ 41,760,866 31,951,623 G " ~46;213,146 ~/1,150,86A r. uu... r r a E E 1 N i i p CITY OF DENTUN, TEXAS COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITIuN - ,j ALL PRUPRIETARY FUND TYPES AND NONEXPENDABLE TRUST FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 ary Proprietary Fund types Fundcl . Internal ^ Nonexpendable ` Enterprise Service Trust f SOURCES Of WORKING CAPITAL: ffff Operit ons- Met ~ncome (Iasi) before extraordinary item ; 4,3931103 (23,7911 ; 26S Items not requiring working capital. Depreciation Amortization of bond discount and expense 3'626;89 1,c09,989 n Working Cepp tai provided (Used) by Operations 1-a 8,058,965 1,186,198 265 q Extraordinary item 1)2,703 Proceeds from sale of general obligation bonds 1,66U,871 - i g Contributions- Federal agencies ti Other funds 604,602 - k In aid of construction 4,575,625 Total Sources of Working Capital 11,408,161 1,690,800 26b USEE: OF YJg ING CAPITAL' Acau is ion of property, glint and equipment •12,311,842 +1,915,646 rti ReduMan of long-term debt 3,908,689 - Contributions • 1 T26 L1 =4 a~.; Net Change in restricted assets and liabilities y ~ payable from restricted assets ;298,620) - ; ~A,~"r~r+kl TOUT Uses of Working Capital •15.981:911 1,933,372 M f Net Increase (Decrease) in Working Capita) 11,5)9,141} - ELEMENTS OF NET INCREASE (OECR7.ASE) IN WORKING CAPITAL: K Increase (decrasse) in Currant assets- (ash and investments 2 41,486 y: 7 kcounta receivable ~ i 4,198 ; zeb Inventory 1542 380) 924) 11541 Other current assets 4,619 8)9695 693106 Y , 1i , Increase (DYKreasel in Current Assets S` t 2,896,120 • .......4 . (I rerease) dare if in current 1ip1r t1as• - counts ~e psyob a and other I sb~l~ties 1r s (2,941,2321 (536,309} 154 s l Vute tndothar funds 10,5y1 I Current portion of long-tern debt (1,5/5,816) (677,297) r Decrease (Incressel in Current Liabilities ~ (1,416 467} i1 113 7561 151 fi Net Increase (Decrease) in Working Capital ~(1,61•9••,-T4~~ T) ;"-2"6" S 1242,5721 L' j.' H4#2414444 #2#244#244 4#2..290 .1 The acdospanying notes to financial statements are an integral part of this statenwnt, 7 j •14- Fr f: x e i1 j I d Total s (Memorandum Only) s ...............Ye+' Ended SeotemDer 30, 1986 SeoteeEer 30, 1985 r ; 4,369,577 $ 5,799,315 4,648,959 4,163,674 26892 ...~26:970 w x' ;r 9,245,429 9,9^9,989 "k", d 612,703 Xr~' 4 1,60,811 19,969,958 P 1. 02 `8 504,602 102,839 ~r •4,535,625 462066976 S 622 ~t i. ' 16,094,229 34,163,704 ; 1`` f l •t ro :~l M~►.1 r s p0 11,303,488 11,845,180 1~Ar°'~~ 1+ 3,901:N9 2,045,000 ~4Kg1 ;'q4~;" (298,620) 1140721 tl x `~~~+T-A ? g 17,9211283 •14:004:901 ? $11,822,0541 $20,162,803 , }6 t. ar'~ ■uffff■fs@ ■ff/ff//ff/ . r iN , 2 622,469 $19,139,052 541,/63) 1,{65A,95S 'rt 16613;191 2,960;427) r , J. 6° a ` ••3:368:016 23,206,182 , 13,110;6811 1~91s; 68 M (2,123,263) 15,016,3171 sy e; (5,590,0691 (36043,319) ' $(1,822,054) 20,162,803 1 1 E i. r f` M~M I 1 ~ I P" i e, : ! p11 i~] e .4r~rk ~ S a V t i3 VA. . j, kS A ~ .:t w~, r j ~`T~ , i Idyl '.A2R~r, u` r ~ r i 3 [e a .V A ~ A V't.A«'x•3~ W n- ` n ro, krM-I' 1{ S r i .0.~, e I.~ i ~ S f{i i vr.• .t~ y C 1 i . r ' TL' r + ~ ~ C e 1 w 4 'x N 1 r I CITY OF DENTON, TEXAS NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 1986 f (1) SU14MARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Denton ("the City") was incorporated September 26, 1866, The City operates as a Nome Rule City, under a Council-Manager form of government and provides the following services as authorized by ' ..J its Charter: public safety (police and fire), public works, parks and recreation, electric, water and sewer utilities, sanitation, and general administrative services. The financial statements of the City include all activities for t, which the City exercises oversight responsibility, The criteria ,.4 ) considered in determinin the City's general g governmental activities to be reported within 9 purpose financial statements include the degree of ;:wa«k oversight responsibility exercised by the City Council over the ectivity 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 special 4".4 ~Mj A,financing relationships which may exist between the City and a given governmental entity. y r• i:',> ¢.,ty The accounting policies of the City conform to generally accepted accounting principles as applicable to governments. The j following is a summary of the more significant policies: r H' A, Fund Accounting The accounts of the City are maintained on the basis of funds or groups of accounts, each of which is considered a separate accounting + J entity. The operations of each fund are summarized by providing a { separate set of self-balancing accounts which comprise its assets, liabilities, fund equity, revenues, expenses and expenditures, The following funds and groups of accounts are used by the City: Governmental Fund Types General Fund- III The General Fund is the principal fund of the City, All J general tax revenues and other receipts that are not allocated by taw or contractual agreement to some other fund are accounted for in this fund. } i . ~ W From the fund are paid the general operating expenses, the fixed charges and the capital improvement costs that are not paid through other funds. Special Revenue Funds- The Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than special assessments, expendable trusts, or major capital projects) that are legally restricted to expenditures for specified purposes. These funds include the federal - revenue sharing fends, grants from the Department of Housing and Urban Development (Community Development Block Grant) and from the Texas Criminal Justice Division, the recreation fund and miscellaneous other revenues. ' Debt Service Fund- The Debt Service Fund accounts for the payment of principal and ►1 T~ interest on general long-term liabilities, paid primarily by taxes levied by the City, and for the payment of principal and interest on capital J F; leases in the governmental fund types. Capital Projects Funds- The Capital Projects Funds account for the acquisition of i capital facilities being financed from bond proceeds, contributed capital, or transfers from other funds, other than those recorded in the . V ~ Y Special Assessment Fund, the Enterprise Funds, the Internal Service Funds j r~ and the Trust Funds. Special Assessment Fund- LyR The Special Assessment Fund is used to account for the financing of public improvements or services deemed to benefit thej ) s properties against which special assessments are levied, w I1 Proprietary Fund Types t 1 Enterprise Funds- kJ The Enterprise Funds are used to account for operations that r 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 primarily ' throug9h user charges. These funds include the Electric, Water and Sewer Utility Systems (Utility System) and the sanitation operations. Internal Service Funds- - I 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 ' f include the Working Capital Fund (vehicle maintenance, warehouse and machine shop) and the motor pool operation. Fiduciary Fund Types 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 organizations, other governments, and/or other funds, These include Expendable Trust Fund (Employee Insurance), Nonexpendable Trust Fund (Plus One Contributions), and Agency Funds. The Nonexpendable Trust Fund is accounted for in essentially the same manner as Proprietary Fund Types since capital maintenance is critical, The Expendable Trust Fund is accounted for in essentially the same manner as Governmental Fund Types, Agency Funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. General Fixed Assets Account Group The General Fixed Assets Account Group represents a summary of the fixed assets of the City, other than assets of the Proprietary Funds. Capital outlays in funds other than Proprietary Fund Type is recorded as expenditures of those funds at the time of purchase and eW subsequently recorded for control purposes in the General Fixed Assets Account Group. General Long-Term Liabilities Account Group y „r '4 vs, The General Long-Term Liabilities Account Group represents a summary of the long-term liabilities of the City paid principally by taxes levied by the City. This account group does not include long-term k r ( debt accounted for in the Enterprise Fund. t B. Basis of Accounting The accrual basis--The measurement focuses for the Enterprise a,. Funds, Internal Service unds and Nonexpendable gust Funds are income A, + : 3 determination and cost of service, respectively. Accordingly, the accrual basis, whereby revenues and expenses are identified in the k * " accounting period in which they are earned and incurred and net income is determined, is utilized for these funds. Modified accrual basis--The modified accrual basis is used for all other funds. Modifications in the accrual basis for these funds { 1 include the following: J 1. Revenues are recognized when they become both measurable and available for use during the year. Those revenues treated as being susceptible to accrual include taxes, ii interest and intergovernmental revenues. Revenue sources -19- r~ l is f, E. i from licenses, fines and forfeitures, service charges and w 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, and vacation and sick leave, which are recorded when payable from current available reserves. 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 F applicable appropriation, is employed as an extension of formal budgetary integration, Encumbrances outstanding at year-end are reported as reservations of fund balances} fi since they do not constitute expenditures or liabilities, k; # f C, Budgets and Budgetary Accounting iy 'i The City Council follows these procedures as prescribed by City Charter, in establishing the budgets reflected in the financial E L.L statements: W ' 1 31 At least sixty days prior to the beginning of each fiscal year, the City Manager submits to the City Council e + 1„ Y proposed budget for the fiscal year beginning on the wrti, following October 1. The operating budget includes proposed expenditures and the means of financing them. 3 2. Public hearings are conducted prior to the adoption of the budget in order to obtain taxpayer comments. ' 3. The annual budget adopted by the City Council covers the General Fund, the Special Revenue Funds (Federal Revenue Sharing and Recreation Funds only), the Debt Service Fund, f1 , the Capital Projects Fund (General Project Fund only), the ~a Enterprise Funds, and the Internal Service Fund (Working a i Cappital Fund only), The budget is 1e ally enacted by the fs City Council through passage of an ordinance prior to the beginning of the fiscal year. j 4. The City Charter provides that the City Manager has the ' authority to transfer any unencumbered appropriation balances from one expenditure account to another within a single office, department or agency. The Charter also provides that within the last three months of the year the city Manager must request the City Council to approve any transfer of unencumbered appropriation balances or portions thereof from one department to another as well as any increases in fund appropriations, individual amendments were not material to relation to the original appropriations which were amended. -2u- E . I i +'1 budgets are adopted on a basis consistent with generally accept,. an punting principles except that for the Governmental Fund Types ,-id P oprietary Fund Types encumbrances are treated as budgeted expenditi. a in the year of commitment to purchase and for the Proprietary Fund Types depreciation expense is not budgeted. A reconciliation of revenues and expenditures on the budgetary basis to revenues and expenditures on the modified accrual basis for ,i - Governmental Fund Types is as follows: SPECIAL DEBT CAPITAL GENERAL REVENUE SERVICE PROJECT FUND FUNDS FUND FUNDS ~y Revenues: r u11 ge -ary basis :14,406,934 $9570752 52,761,903 $99049 :11 Special Revenue Funds ~y Unbudgeted: Community Development Block Grant - - 785,549 ~ Criminal Justice - 1030555 - ~k Emily Fowler Library - 35,162 ` Other Grants 86,758 Pe, .;.Y%Capital Projects Funds - - Unbudgeted: Airport Improvement - 4,,~"+'~~~~sE;. - 21,410 Street Improvement 8721718 « #.1 Williams square Construction - - - 45,756 _ Other - - 246,390 i F.: ' " t Q Revenues on modified accrual basis 14,406,934 11968,776 2,761,103 1,197,898 Ex enditures: E Budgetary asls 19,2616850 495,881 157,146 206,964 Encumbrances (net) (730719} (16,430) - 77,407 Special Revenue Funds Unbudgeted: Community Development Block Grant 6450415 I - Criminal Justice - 08,613 - A Emily Fowler Library - 31j339 - Other Grants - 50;926 «W L. a 1tk: a f W SPECIAL DEBT CAPITAL i GENERAL REVENUE SERVICE PROJECT FUND FUNDS FUND FUNDS Capital Projects Funds Unbudgeted: Airport Improvement f - f - f - f 320489 Street Improvement - - - 214770211 Williams Square - - - - Construction - - - - Other - - - 141,065 _ Expenditures on modified accrual basis 19,1880131 10315,804 1579146 2,935,136 I~ Revenues over (under} Expenditures on modified accrual beslr !(4,781,197) $ 6520972 $2,6040757 $(1,737,238) i Fa ■■s■■■rr■r■ ■■s■■s■e■r■ ■r■u u■■■ ■■■■rrsrr■■ D. Investments "inv In order to facilitate cash management, the operating cash of certain funds are pooled into a common bank account for 0e purpose of P increasing income through combined investment activities, Investments ' ► (certificates of deposit, U,S. Treasury Notes, U.S. Government and Agency 4S securities and repurchase agreements) aro carried at cost (which ry ~•t,r approximates market value). Interest earned on investments is recorded in the funds in which the investments are recorded. y~ E. Unbilled Receivables The City accrues amounts for utility services provided in September, but not billed at September 30, F, Inventories Inventories are valued at cost or the lower of cost or market. Cost is determined using a moving average method, G, Fixed Assets Enterprise and Internal Service Funds- Fixed assets are recorded at cost, including interest during i! the construction period, Contributed property is recorded at fair market value at the date of contribution, Depreciation is recorded on each class of depreciable property utilizing the straight-line method over the estimated useful lives of the assets. -22- r. i L. y` 1r1r f Estimated useful lives are as follows: Useful Life Fixed Asset (Years) - Enterprise Funds- Electric System Genera assets - Structures 50 - Equipment 5 - 20 Distribution assets - Structures 50 - Equipment 20 - 33 Transmission assets - Equipment 20 - 33 Internal combustion assets - Structures 50 - Equipment 13 - 2U Steam power assets - Structures 50 - Equipment 20 - 35 Hater and Sewer System tructures 50 j Hater and sewer mains 20 - 33 Equipment 10 - 20 Furniture and fixtures 10 Sanitation 4.'X4 a3 Vehicles and equipment 10 f~4 ,art ~~s t7 .y~ pik~a , Internal Service Funds- Vehicles and equipment l - 10 Renewals and betterments of property and equipment are ; e capitalized, whereas normal repairs and maintenance are charged to expense as incurred. ' General Fixed Assets- General fixed assets are recorded as expenditures in the General, Special Revenue, Capital Projects or Special Assessments Funds p when acquired. Such assets are capitalized at cost, including interest f i during the construction period, in the General Fixed Assets Group of Significant gifts or contributions of assets are recorded in I the General Fixed Assets Account Group at the fair market value at the date of acquisition. Public domain (infrastructure) general fixed assets consisting of streets, curbs, sidewalks, gutters and drainage systems, j are capitalized along with other general fixed assets. No depreciation is provided on general fixed assets. ~a -23- w w y 1 I ; i i H. Property Tax Revenue 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 time. All unpaid taxes levied October 1 become delinquent February 1 of the following year. The City records revenue from current property taxes in the year in which bills are measurable and available. An allowance is provided for delinquent taxes not expected to be collected in the future. At September 30, 1986, 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 $27,571,680 could be raised per vear based on the current year's assessed value of $1,443,543,458 before one limit is reached. 1. Compensated Absences The City allows employees to accumulate unused vacation up to rl ` forty days. Upon termination, any accumulated vacation time will be paid to the employees. Generally, sick leave is not paid upon termination 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, 1986, the liability for accrued vacation y leave and accrued sick leave is apyroximately $1,989,228. The amounts 4t~~h~7 .i applicable to the Enterprise Funds ($305,014) and Internal Service Funds ($10,335) have been recorded in those funds, and the amount applicable to other funds ($1,673,814) has been recorded in the General Long-Term Liabilities Account Group. The amount expected to be paid from current available financial resources is not significant. J. "Memorandum Only" Total Columns l Total columns on the combined statements an. captioned as 'memorandum only" to indicate that they are presented only to facilitate analysis. Data in these columns do not present financial position, results of operations or changes in financial position in conformity with generally accepted accounting principles. This presentation does not compare to a consolidation. Interftind eliminations have not been made in the aggregation of this data. i (2) CASH AND INVESTMENTS The City's deposits (cash and certificates of deposit) at year-end were entirely covered by federal depository insurance or by collateral held by the City's agent in the City's name. Statutes authorize the City to invest in obligations of the U.S. Treasury and U.S. agencies, banker's acceptances and repurchase agreements. During the year ended September 30, 1986, the City invested in repurchase agreements. As of September 30, 1986, the City's ! Investments consisted primarily of certificates of deposit. -24- ~.r. r< (3) FIXED ASSETS General Fixed Assets- General fixed assets balances and transactions for the year ended September 301 1986, are summarized below: Balance 8alance September 30, September 30, 1985 Additions Deductions 1986 Land 4,011,431 $ 577,021 S - 5 4,594,452 S - Buildings 8,204 235 185,897 8390 132 34,702,284 Streets 31,5390467 3,1629817 - - Machinery and equipment and other improvements 4,675,693 878,943 - 5,554,636 construction in progress 1,1810558 10785,369 (948,585) 2,018,342 Total $-49,618,384 S 61590,047 $ (948,585) 5559259,846 S ...d sazasszszzaa zxznoaaz=cz _sazsaaszza --zzasaaesx Investment in General Fixed Assets- 079 From bond issues $ 31,368,826 $ 5,367,838 $ (948,585) $35,148188, 151 r +;r~ • , - From current revenue 4,925,942 1,222,209 6, 36,2941168 615900047 (948,585) 41,936,230 From contributions 13,323,616 - - 13,323,616 4 ~r w• Y `,a Total $ 49,618,384 $ 6,590 047 $ (948,585) $55,2590846 E 1 ^~ii~ ,~4]«w. ~ aazzzsszzzza azasazzaasa ssaazazzzes szzzpssazsa • Additions consist of expenditures from the Capital Projects Funds 1$2,633,884), the General Fund ($667,146), the Special Revenue Funds ($555,063)and Construction in Progress additions ($1,785,369) and reclassifications ($9481585). I I -25- t ti ~a t f' E J I i i ra Construction in progress 15 Composed of the following: 01 Project Expended to M Appropriation September 30, 1986 Committed Phase III Renovation 6 193,350 6 164,857 28,493 Street and 8ridoe . Drainage projects 890,000 483,762 406 231 Locust project 1,155,313 46,657 1,108;656 Pershing project 79,020 32,836 46,164 essley pr sect 1,157,887 17,678 1,140,209 epave protect 1,340,466 1,066,889 273,577 Audra lane 61,244 421 60,823 Avenue C SS6,181 5,464 551,317 lPlivar 471,615 1,285 470 330 enwooood 387,739 14,150 373,589 ecnotla 795,021 15,131 779,890 M9 176,991 750 176,241 Stuart 135,708 163,688 (21,980) Welch 53,694 4,774 48,920 ;1,454,829 62,018,342 65,436,487 ►1 Enterprise and Internal Service Funds- 1 { Fixed assets of these funds are as follows: Ls _ ^ Septesder 30 N 1 A4'M~ ' Ut111ty system- 1966 _ 1985 `,aft ''4"li lend and land rights = 1,850,561 ; 1,842 561 d 4 «a ~4 Water rights 250,064 250;064 Electric plant and equipment 60,554,779 56,651, b9 } Water plant and equipment 27,849,390 38,769,98 4 3t,15c{ k Sewer plant and equipment 33,101,527 14,664,903 rat i:a•4 + •123,612,321 -•12178 245 L, h r,, w 43v Less- Allowance for depreciation (45,141,825) 141;608;496) f "'t ' • 78,470,496 70,569,749 Construction in progress 495,779 125,299 ~T 678 966 275 , 6 10,695,048 si 1 X31; ~ Sanitation- Land and land rights 6 1,984,772 6 1,373,569 vehicles and equipment 293,372 331,289 Less• Allowance for depreciation (157,374) (51,733) ' ~~2,120,170 ;~-1,653,125 ~ In vaAlclIt And other assets f ' 8 799 405 Less- Allowance for depreciation 6 (5,275,407) 6 (3941, 6]) $ 3.523,998 #•2,933,976 t 1 L' l C ! (4) LONG-TERM DEBT Long-term debt transactions for the year ended September 30, 1986, are summarized as follows: BALANCE AT BALANCE AT SEPTEM8ER 30, SEPTEMBER 30, 1905 ISSUED RETIRED 1986 ` General Long-Term Debt I; General obligation bonds $24,280,000 52195919325 $24,280,000 $21,591,325 General obligation bonds - special assessment fund 550,000 4740534 550,000 4749534 Obligations under capital leases 116,110 1560486 135,437 1379219 Compensated absences 1,673,874 - - 1 673 874 i Total general long-term I debt 26,620,044 22,2221345 240965,437 2398760952 I rf r' ' j y ! J Proprietary Fund Types Utility System revenue bonds 42,4850000 - 210450000 4094400000 General obligation bonds n {pledged by sanitation revenues} 15800,000 1,660,871 10800,000 106609871 :P Obligations under capital leases 1,470,042 968,008 833,748 1,604,302 ] Compensated absences 2910804 23,550 - 315,354 ti" . Total propriety fund types 4610460846 29652,429 4,678,748 440020,527 Total long-term debt $72,6660890 ;24,8749774 $29,644,185 $670897,479 i .sssassssaaa ss axsssaxaa esazeasassa ■saaa assess 6 1 ~ 1 Ai s I{ I 1 1 h .27- j f 1 III 1j lr I ) !I ~r I .k,yti ,r G • I 1 1 General Obligation Bonds- General obligation debt at September 30, 1986, is comprised of the General Obligation Refunding Bonds, Series 1985 of $23 726,730, The - outstanding bonds are primarily serial obligations pp~~yyabie in varying amounts through 2004. Interest rates range from 5. 4 to 8.3%. The general obligations are collateralized by the full faith and credit of the City and payable from property taxes. Proceeds of general oblig+.1 on debt are recorded in the Capital Projects Funds and are restricted to the uses for which they were fund n operating Charter expressly prohibits the use seapproved of e bond proceeds to elections. On November 1, 1985, the City issued $23,726,730 in general obligation bonds to advance refund all general obligation bonds and certificates of obligation (Series 1962 through 1980). The entire proceeds of $22,995,583 (net of $731,147 in underwriting fees, insurance, I and other issuance costs) plus an additional $3,186,788 of sinking fund ; Government securities, which were monies were used to purchase U.S. deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the bonds, As a result, the refunded y ,I~ ~ bonds are considered to be defeased and the liability for those bonds has been removed from the General Long-Term Debt Account Group. sr~ 4 Revenue Bonds- Nadu I , 4 Revenue bond debt at September 30, 1986, is comprised of the 1 following issues: AMOUNT j ORIGINAL OUTSTANDING AT s al.; REVENUE INTEREST ISSUE FINAL AMOUNT SEPTEMBER 30, ~ BONDS RATE (X) DATE MATURITY OF ISSUE 1986 Utility System 4.75 to 9.625 1983 2007 $2592809000 $1908901000 Utility System 9.00 to 12.00 1984 2009 20,000,000 1906000000 Utility System 8.00 to 11.00 1984 2004 110000000 9500000 3 546,2800000 $4004409000 aesasaaacsa areas:aassa ~ ~ f i -28- i i t, r., T - i N 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. 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 f 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, 1986: Interest and Sinking Fund $3,4869197 1 Reserve Fund 3,006,000 ' Emergency Fund 250,000 f Extension and Improvement Fund 19282,843 rr,wT - $8,019,040 1¢ e $"t ' aaaaaaaaaa 4., j6 f " 1 Assets in these accounts consists of cash and U.S. government securities. Related liabilities and retained earnings are as follows: Payable from restricted assets- `s Accrued interest $193740438 I Revenue bonds payable, current 29020,000 G~ Retained earnings reserved for E bond retirement 4,624,602 58,019,040 uasnaaasa -29- ~ t i t; i a 1 d Aggregate maturities of the long-term debt (principal and ~I interest) for the years subsequent to September 30, 1986, are as follows: BONDS 7 FISCAL GENERAL CAPITAL ,w y YEAR OBLIGATIONS REVENUE LEASES TOTAL f 1987 $ 3,715,904 $ 5,751,763 S1,O55,270 $ 10,582,937 1988 31444,525 5,690,088 713,908 9,848,521 1989 3,761,315 5,656,725 132,230 9,550,270 1990 3,017,S5O 5,482,044 24,835 8,524,429 1991 2,889,528 5,734,331 - 8,623,859 1992-1996 120590,040 22,105,450 - 34,695,490 1997-2001 10,338,890 15,344,963 - 25,683,853 2002-2006 659,223 99727,523 - 10,386,746 +t 2007 - 5,313,135 - 51313,135 Total principal { and interest $40,476,975 $80,606,022 3109261243 $123,209,240 t Leinterestcable (16-150-245) (40,366_022) --(184.722) -(57,300_989) r Total principal $23,726,730 $40s4400000 $1,741j521 $ 6519U80251 sf i~,'~`~t.tf aoasa s" Mau aaasaaaasaa ass saasasa aaraaaasaaaa ~0 a ~6 ew a ~'y *y ,r{ Bonds Authorized and Unissued- As of September 30, 19861 there were no general obligation or revenue bonds authorized but unissued. e a, :z (5) LEASES Leases payable represent the remaining principal amounts payable under lease purchase agreements for the acquisition of vehicles (51,299,286), copier equipment (5145,502), landfill vehicles ($159,514), computer hardware and other equipment ($137,219). These leases are I recorded as capital leases. The vehicles, copier equipment and the p landfill vehicles are recorded in the Proprietary Fund Types, and the computer hardware and other equipment are recorded in the General Fixed Assets and General Long-Term Liabilities Account Groups. Remaining requirements, including interest, under these leases are as follows: i -3U- j f`- ' { e General Proprietary Long-Term Year Fund Types Liabt_ lines 1987 $ 950,740 1988 679,557 $1049530 1989 119,200 34,351 1990 17,063 13,030 _ 7,772 Less- Interest portion 1,766,560 159,683 162,258 22,464 Net Present Value $1,604,302 $137,219 00ea2a_oo0 acaxes2a (6) PENSION PLANS The City participates in a money-purchase type pension plan { sponsored by the Texas Municipal Retirement System (TMRS), an agency operated by the State of Texas. The plan covers all full-time employees except firemen and is funded by contributions based on a percentage of f 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' The City's policy is to fund pension amortization of prior service costs over 20 years, a Plan dbenefit h` € y F -1 information as of December 31, 1985 follows: t, Date of most recent actuarial 'j valuation x Z'e Actuarial cast method December 31, 1965 Actuarial present value of Unit Credit Method 4 accumulat d plan benefits: V Nonv estested $ 9,100,830 1,082,773 Total 4 $10,183,603 :00020220:2 i Net assets available for beneficiaries (book value) $ 8,022,843 Unfunded accrued liability $ 291'00660 S 291600660 1 ...r 02asa26ea 0: Firemen are covered by the Firemen's Relief and Retirement Plan, a defined contribution plan. The City's policy is to fund pension costs i 1 accrued which include amortization of prior service costs over 30 years. J -31- r" g, E'- i t' Yx r _ - - _ _ As of September 30, 1985, the actuarial present value of ~I ' accrued plan benefits was as follows: Yested Nonvested 51,940,531 208,740 ~ , Total 52,149,2)1 The value of plan assets as of September 's0, }985 was 53,033,206 and the actuarial present value of benefits was calculated using an 85; interest rate assumption. The unfunded accrued liability at September 30, 1985 was 6561,440. Pension expense for the year ended September 30, 1986, was as follows: TMRS E 15,614 Firemen's Plan 170,789 Total 5--186,403 w a::~~:___~ a 41~ O1 DEFERRED COMPENSATION PEAN r..1 i'C'~ ',fi ~ ~ .;~5' The City offers its employees a deferred compensation plan ~ created in accordance with Internal Revenue Code Section 45). The plan, "`*t ' available to all permanent City employees, permits them to defer u ~E L. , . 2.,. , ntil GIs ~ future years, up to 259; of annual ~ The deferred compensation is norossavailables nto temployees S7until ~ termination, retirement, death, or unforeseeable emergency. 4 tw A11 amounts of compensation deferred under the plan, all property and rights purchased with those amounts, and all income i' attributable to those amounts, property, or rights are {until paid or r: s ':k~ made available to the employee or other beneficiary} solely the property f, and rights of the City {without being restricted to the provisions of 4`'~ benefits under the plan), subfect only to the claims of the City's general creditors. Participants' rights under the plan are equal to F~ those of general creditors of the City 1n an amount equa} to the fair market value of the deferred account for each participant. ' fe1 COMMITMENTS AND CONTINGENCIES Agreement with TMPA- ' ~ , . ';i In 197b, the City, along with the cities of Bryan, Greenville and Garland, Texas (the "Cities'; entered into a Power Sales Contract ~ r with Lhe Texas Municipal Power Agency (TMPA). FMPA was created through ~ { -32- ; u„ 'r 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, TMPA agreed and 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 casts 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. R- of September 30, 1986, total TWA debt outstanding was approximatciy $1,669,885,000, and the City's guaranteed percentage is approximately 22%. In the opinion of management, the possibility of a material payment under this guarantee is remote in that TMPA is 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 It plant under construction. Should TMPA be dissolved, each City would be entitled to an undivided interest in the property. Selected financial statement information of TMPA is as O " follows: t} x F ~sy September 30, (Unaudited) 1986 1985 (000's) LJ (000's) OPERATING REVENUES $ 191,929 $ 188,140 OPERATING EXPENSES 92,483 85,291 f OPERATING INCOME r , 94,446 102,849 ~ I ".m. I OTHER NONOP►RATING SDURCES (USES) (64,908) ` (51,829) CURRENT ASSETS ~ 280690 440859 i > TOTAL ASSETS ~5. 11751,781 1,573,240 LONG-TERM DEBT 1,716,347 10488,994 I TOTAL LIABILITIES 10741,824 11520,357 { TOTAL EQUITY 9,957 12,751 ~ -33- C i n f i A V Flow Memorial Hospital- The City of Denton and Denton Count Y participate Jointly in the selection of Board members of Flow Memorial Hospital. Flow Memorial Hospital is administered by a seven-member board comprised of ` E four members selected by Penton County and three members selected by if the City of Denton. Certain contributions are provided by the County and City. At September 30, 1986, the City had provided Flow Memorial Hospital with $209,692 of support for operations. - Selected financial statement information of Flow Memorial Hospital is as follows: September 30, (Unaudited) 1986 1985 OPERATING REVENUES $13,871,194 $14,454,182 rz, OPERATING EXPENSES 14,689,417 13,658,116 j OPERATING INCOME (LOSS) (798,223) 7960066 OTHER NONOPERATING SOURCES 289,187 1,200,775 TOTAL ASSETS 9,549,663 7,992,661 CURRENT MATURITIES OF LONG-TERN DEBT 416,838 225,126 LONG-TERM DEBT 19427,694 5870769 TOTAL LIABILITIES 4,1109130 28361, 513 TOTAL EQUITY 5,439,533 5,631,148 Agreement with Lone Star Gas Company- j During 1983, the City entered into a natural gas sales '0 t contract with Lone Star Gas Company which provides for natural gas " through 1988 to be used as fuol for the City's electric generating r~ s j facilities. The contract requires that the City estimate its future use 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. 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 from Lake Lewisville. This contract will be effective f, )r 30 years. -34- 1 i 1 ~f k v t a In addition, in 1980 the City and the City of Dallas contracted with the Corp of Engineers for the construction ind development of Ray Roberts Reservoir in Denton County. In the contracts with the Corp of Engineers, the City will pay for twenty-six (26%) per cent of the construction cost and Dallas will pay for seventy-four (74%) per cent. Plater obtained from the Reservoir will be pro rata on the basis of each city's proportional share of total construction cost. The estimated completion date is approximately 1987 with water being available from the Reservoir in approximately 1991. The estimated total construction cost at the beginning of the project in 1980 was $37,438,400, Of this amount the City's estimated project investment cost for present demand is $19,641,600. The amount of the project investment allocated to the storage for present demand shall be thirty instal (301 days first of within annual paid shall i be fifty due and ) payable consecutive the City its notified by the contracting officer that the project is completed and operational for water supply purposes. Annual installments thereafter x will be due and payable on the anniversary date of the first payment. The project investment cost allocated for the remaining portion of the storage space provided in Aubrey Lake for future use is currently estimated at $17,796,800 on the basis of cost presented, and the basis of cost estimated at the signing of the contract in 1980. No principal or interest payment with respect to this storage for future ° ryYp „ water supply is required to be made during the first ten (10) years following the date the project 1s operational for water supply purposes :1 1 unless all or a portion of such storage is used for purposes of { withdrawal of water from or transfer of water into Aubrey lake during this period. When any portion of the storage for future water supply is used, the amount of the project investment cost allocated thereto, plus interest applicable to such portion as provided, will be due and payable on the date of the first use of such portion. The said amount j due shall be paid within the life of the project and not to exceed ! fifty (50) consecutive annual payments. The City is also responsible " for twenty-six (26%) per cent of the cost of any major capital replacement facilities required. The City will also ue required to pay the government twenty-six (26%) per cent of the annual experienced operation and maintenance costs for specific water supply facilities at the Reservoir. r l 331~ ' i t,, N 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, 1986. ' 4 ' (9) SEGMENT INFORMATION FOR ENTERPRISE FUNDS - I ' Segment information for the year ended September X. 1986, was as follows: I Utility Sanitation System Fund Total OPERATING REVENUES 573,5071978 $2,664,862 3769172,840 DEPRECIATION 3,533,329 105,641 3,6382970 OPERATING INCOME 119063,635 581,983 11,645,618 101 ' OPERATING TRANSFERS OUT 41616,431 245,000 49861,431 NET INCOME (LOSS) 4,4900532 (97,429) 4,3930103 CURRENT CAPITAL CONTRIBUTIONS: In aid of construction 4,575,625 - 4,5750625 ~ , kr 4 sr~'~`,^~ - ACCOUNTS RECEIVABLE: Accounts receivable, gross 12,779,252 12,7790252 Allowance for uncollectibles 2,7049190 217040190 Accounts receivable, net 10,075,062 - 109075,062 r'w L PROPERTY, PLANT AND EQUIPMENT ?r ADDITIONS 119804,556 573,286 12,317,8421 TOTAL ASSETS 133,7810165 2,292,799 136,0741564 d ~ - NET WORKING CAPITAL (DEFICIT) 34,079,351 (889,141) 33,1901210 BONDS PAYABLE 37,8500342 1,660,871 39,511,213 ,y TOTAL EQUITY JOEFICIT) 799925,131 (694,OUI) 791231,130 i -36- c . i' is i (10) INDIVIDUAL FUND DISCLOSURES Individual fund disclosures as of and for the year ended September 309 1986, are as follows: f Deficit Fund Balances/ Expeneitures/ Retained Expenses Interfund Interfund Earnings Over 9udget Fund Receivables Payables If any - (if any) General Fund S 1,5700710 S 1,176,255 $ - $ - Special Revenue Funds: Connunity Development Block Grant 17,582 (4,516) - Recreation - 43,917 - - Criminal Justice 149987 280133 (130146) - - Emily Fowler Library Federal Revenue Sharing - 83,007 - - y Debt Service 614,285 - Capital Project Funds: Airport Improvement 1,812 - - - Street improvements 6,538 733,452 - - + ,4 Enterprise Funds: Utility System 2,986,555 6,976,240 - - Sanitation 1,014 966,318 (6940001) - Special Assessments - - - - tiW Internal Service Funds: Working Capital 939,534 850,945 (181,771) - t ..i Motor pool 1,163,422 131,994 - - -I Trust and Agency Funds: Expendable Trust 79,109 - - - j Agency - Payroll 3,5690817 - - - Total $11,007,843 5119007,843 1 I a J 1 -37- Iw t I, r r , le 5y- ~ ? " 111 : too IIJtif,~i r"ak 1 4 v~r.V ' t . 1 lr 1 r. f, 1 ,5 t 1 ( N f F. 4 R .t f -,,j Jim, ~a rr I 4 °tir~ r:~f ~`y 4 A~ r 5 ~ I A Ei tl., 1 i E E is f I V i { CiTY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEHBER 30, 198b SU101ARY OF SPECIAL REVENUE FUNDS y Federal Revenue Sharin - to account for the operations of protects utilizing q evencre ar ng nt tlements. Such entitlements are issued by the Office of Revenue Sharing and may be utilized at the discretion of the City. CommunIt Develo nt Block Grant (COBG► - to account for the operations of + Pro ects ut z ng ommun ty eve opment Block Grant Funds. Such revenues are restricted to expenditures for specified projects by the Department of Housing and Urban Develo pmertt. Recreation - to account for the revenues and expenditures for the recreation iii w. ppro ~99rams which are self-supporting. All expenditures will be reimbursed 100$ Parlous business operations, such as concessions, fall into thi r account. s J Criminal Justice - to account for revenue received from the State of Texas i' r m na u'sffce Division. Emil Fowler Libra - to account for fines, donations, memorials and gifts o e rary at are restricted to the Public Library, 4, ' r All Other Grants - to account for miscellaneous special revenue sources 1 are required-to finance specific activities. which f' I , 1 1 I 1, -39- 4 1 - 1 CITY OF DENTON, TEXAS COMBIkING BALANCE SHEET - ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 _ I _ { Federal Community Revenue Development Crlm(nal ASSETS Sharing Block Grant Recreation Justice Cash and investments ; 83,007 ; 1,918 ;227,62) ; Other receivables - 287 12,328 - Due from other funds - - - 14,987 Due from other goverowts - 920379 - 14 Total Assets ; 83,007 ; 94,584 ;239,955 ; 14,967 101010.. ...,..u Li4BILITIES AND FUND BALANCES Liabilities, ;.i Deficit position in pooled ash ; 56,173 ; 107 ; r Accounts payable and accrued expenses - 22,931 5,954 - 1 Retainage Payable 2'414 Due to other funds 83,007 17,S82 43,917 28,133 4 • Total Liabilities • 83,007 99,100 49,978 28,133 r J > i Fund Balances (Deficits): E FCb~~ Reserved for encumbrances 41,259 ; Unreserved- Designated for subsequent years' iY r, eapendltures (45,7711 189,977 (13,1461 , Total Fund Balances (Deficits) - (4,516) 189,977 (13,146) 11 , E Total Liabilities and Fund Ralances ; 83,007 ; 94,584 ;239,955 ; 14,987 S .,.ails .a2.12.. ..10e10. 88101210 1 a ; rs' •40- r h I ( ti i> - 1 w t Tatala I "ear Ended Ee11y All Fowl er other Septefter 30, September 30, I Library Gran 1986 1965 i $ 3,063 $60,690 1376,305 $189,902 ! 13-880 26,495 r; ' 14,987 . 92,379 158,362 1. _ $ 3,063 $74,570 $510,166 $348,264 fMNL■ iOUff Nlfff fah ■MpNfN Y , t + .,fti s, ; $ 56,280 $ 620198 535 7,210 362 216 29, e' " + 2,414 - 1 4 . ~a. }U 14 r 172,639 121,043 1 ' ' f 1f l ' .u o.. v 11 r 'a .4t~yS ` Q 362 -286 260,868 193,451 Ga J £~^e a 'Syt r,s i .uu.. ! 4,591 3,765 49,621 39,813 X 5 „ ,11,8961 T0, 517 199:677 114.940 r 2,701 74,282 249,298 154,817 11 i ; 3,063 174,570 $510,166 $34e,:64 1 tc i~ 4 uf.fef Neff..n ffeffaN■ ..MINION Y. `pf ■e■L f 9 , t Ifi. ' I V ' b: F i tl 1 T CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - rs ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Y e Federal Commnity 3 Revenue Development Criminal Sharino Block Grant Recreation Justice y. Revenues: intergovernmental $457,932 $ 781,963 $ 78,271 j 46,860 + Fees for services - 314,415 - r Interest revenue - 3,621 - Miscellaneous 3,586 103,508 56,615 - Total Revenues 457'932 785,549 499,820 103,555 e4d Expenditures: y Current. General government - 157,584 k; t Public safety - 108,673 ! Public works _ q x Parks and r.creation - 420,340 - Capital outlay y k~' 487,631 $9,111 . 4. t Total Expenditures 645,415 479,451 108,673 1 " Wf~ r'0S t + 1 a! ~'S~ aa t- t4 Excess of Revenues Over (Underl Expenditures 457,932 140,134 20,369 (51118) ~F~rLI'~, y "br ~a Other Financing Sources (Uses): Operating Transfers out (587,825) - 13,887) Capital Leases 33,225 - ue v M 4«ihY a. Total Other Financing k Sources (Uses) (587,823) 29,338 +r'+ Excess of Revenues and Other Sources Over (Under) ~a Expenditures and Other Uses (129,893) 140,134 49,707 (5,118) i{s{ Fund Balances (Deficits) - October 1 129,893 (144,650) 140,270 (8,028) Fund Balances (Deficits) • Septeabar 30 $ . $ (4,511) $189,977 $(13,146) ' f < -42. 4 r , s I, e .1 1 M n. it I 1 - Totals - - .Year Ended Emily Fowler All Other September 30, September 30, Libra Grants 1986 1985 114,880 $10379,906 $1,022,889 { 42,846 357,261 270,232 _ 3,626 - t .35.162 .29 ..227.983 117 .......674 , 35,162 86,758 1,968,176 1...410 795 " S. ' 7,013 50,926 215,523 148,926 r f 108,673 78,727 y _ 33,797 218,923 420,340 . -4 365,190 24,326 - $71,268 ( .~5TV 4. _ ~y+A t f 31,339 50,926 1,315,804 835,663 '+1 9k'15 # ~r r.p , 3,823 35,832 652,972 S7S,292 (59167121 (533,821) t 33.225 ff ti yy N~ ~t r y' V (558,467) (533,8211 4 , ~ ^7 3,823 35,832 94,485 41,411 (1 122) 38.450 . - iS4.813 113.402 _t $ 2,701 $7/,282 $ 249,298 ; 154,843 Gestate a Z rye'' ' ' r ~ .43. I r ~ 1.? l rr ` 4~ I C CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL - (BUDGET BASIS) ALL SPECIAL REVENUE FUNDS + i FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Federal Revenue Sharing Variance... Favorable w Budget Actual (Unfavorable) I u'r Revenues: Intergovermeental revenues $264,561 $457,932 $ 193,371 Fees for services - 4 Interest revenue - - - Miscellaneous „ . Total Revenues 264.561 451.932 193,371 ka Expenditures: Current- Parks and recreation - - - Capital outlay - - - sJF 3~ r' t e ~ • ~ Total Expenditures - , - E •.Excess of Revenues Over (Loder) Expenditures 264,561 451,932 193,371 f aa~ a a p Other Financing Sources Mail : 'Y iy • Operating transfers out (264,561) (581,8251 (323,264) x ,i s Capital Lases - L i* a v :rs Total Other Financing sa i Sources (Uses) (264,561) (587,825) (323,264) lid! Excess of Revenues Over ' (Under) Expenditures i and Other Uses - (129,893) 1129,893) 04 1 Fund Balances - October 1 129,893 129,893 I . Fund Balances - September 30 (Budgetary Basis) $129,893 $ - ;029,8931 7 t i , • r ) 'd i T i 1 f Recreation Total ' Y+rlence- Yar6ance- Favorabl Favorable e Budget Actual (Unfavorable) 8udaet Actual (Unfavorable) $146,48S ; 78,271 ;!67,2111 f410,016 $536,203 ; 126,157 a 347,000 314,415 (32,5851 347,000 314,415 (32,585) 3,626 3,626 - 3,626 3,626 ' 102,626 103,508 882 102.626 -103.508 882 595,111 499,820 (95,291) 859,672 957,752 98,080 ilk , `w' f r , r 4 $37,941 463,699 74,245 537,944 163,699 74,245 43,186 32,182 11,004 43,186 32,182 11.004 1 . •4 l~ 1, Y ~~tKk ! ti ~a I 5810130 495,681 85,249 581,130 445=881 ..-85.249 i! j.~ S e• ..3 i f 43 ' 1 13 981 3,939 (10,042) 278,542 461,871 183,329 (3,887) (3,881) (264,5611 (5910712) (327,151) a 3~ 33,225 33.225 • 33.225 33.225 r 1 9 ~t c~h 29,338 29,338 (264,5611 1558,4871 (293,9261 C 3 1 ; f` ,Y3` 1 ' 13,981 33,277 19,2% 13,981 (96,616) (110,5971 F j c 151,135 151,135 - 281,028 281,028 - 1 lr, I „ < t 1165,116 =184,112 ; 19,296 ;295,009 $184,412 ;010,597) assesses assesses *206,102, stax.mme wassatowe F L n ~ JJJ S t r' t, h N~+ f t~ ' r' w Y ~ ! x 1,4 4 5x x 7 1.4~~YrYnr rl~. , xr ~ a ~ i Y d:~~ 'r ~ r ~`4 I } l Ft ! ~n t It I 1 I , r I ~ A, T~♦~ a~i • ~ f rf f: w +r ! ~ IY J r 1 d ~ P. i ; CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 SLMARY OF CAPITAL PROJECTS FUND:, Airport I rovement Grant Fu,,! - to account for FAA Grant in aid for runway .,i mP ex ens on an airport develu)gminL. 1 General Projects Fund - to account for investing nonrecurring funds in capital ' plant expansion or improvements, extraordinary maintenance projects, E facility construction or other large nonrecurring projects, funded by operating revenues. } Street Improvement Fund - to account for repairs and rehabilitation of city }~k streets funded by grants and bond proceeds. ~ f Williams Square Fund . - to account for paving downtown parking lot to provide pa'rkk-g`o n~ntral business district funded by bond proceeds. ~`+r re 4 Construction Projects Fund - to account for major rehabilitation and construc- funded by bond funds, tion o facilities Other - to account for miscellaneous capital revenues and expenditures. ; i I E h " -47- k , L 1 ~l f CITY OF DENTON, TEXAS } COMBINING BALANCE SHEET - ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Airport Improvement General Street Williams " ASSETS Grant Projects Improvement Souar. Cash and invesWnti ; - ;314,600 $10,681,697 $40,273 r ~yE Receivables (net of allowance J for uncolleetielesl: r+ ' Accrued interest - 273 4226937 2,377 Out from other funds 10912 6,538 - Out fro other governments 262 - - F l Total Assets $ 2,074 $314,773 $11,111,172 $42,650 1~ t' LIABILITIES AND FUND BALANCES n + 4. ? i 4 ~Deficit position In pooled cash $ 2,014 $ 54,553 ; 103 - Accounts payable and accrued expenses - 104,878 ; - a~44,~. t Aetaine 4 9e payable 105,526 r :a tJe~' Due to other funds 733,45? Deposits 40,048 f R+`f,}ry r, - Total liabilities 2,074 54,563 992,007 y' Fund Balances: Reserved for encumbrances 56,590 778,452 Reserved for capital projects 203,630 9,340,713 42,650 e Total Fund Balances - 260,220 10,119,165 42,650 I Total Liabilities and f Fund Balances $ 2,074 $314,773 $11,111,172 142,650 E 112829• u.u-u 86uNuG601 uuu- r:y I J 3,-, a y.: ..r 1 SSSI' L ^ Y t AJ TA d c 'e -W MWWW 1 Tote1S 1 yeir Ended `f Construction Septeeber 30, Septefter 30, 0 her 1986 1986 Pro ec s ;465,001 $114,641 $11,616,112 112,954,079 j 434,972 482,852 1 9,385 8~3r~p 411,718 ' " 262 Yh + $474,386 $114,641 112,059,696 (13,848,649 ri 'V ~"bk c i $ $ 560730 j 190.835 133 104,878 125 389 105,626 ¢#~I 4Y~~~ tl`d ~l 733.462 35,985 48,048 rcy `+2 '~?.h ..i t r , 689,766 r ' 1,048,634 a~ ,.'~,,iy r N , 1 ~.uw ,x TI N R fit.. >D C : 1 ruo... uu ...ou.o• r , IF 1031790 938,832 10316,463 f I Mt ? 474,386 10,861 10,012,230 .11.642,421 .........r. 1301m,884 474,386 114,W1 11,011,062 ,i $4140396 1114,641 $12,059,696 113.848,649 mongoose goose *am v ' t R,~J e1 v i s i v "1}R Y N 1 414 k II k~ a i J ~ ~ V •49- % ..,j~'Y1fAiW..,m~in-MJee.. ...~I t f y C i d rti f~i~"k+ ar1• , 6 N ~ ~ I r CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL CAPITAL PROJECTS FUNDS e FOR THE FISCAL YEAA ENDED SEPTEMBER 30, 1986 Airport Improvement General Street Williams Grant Projects Improvement Square Revenues: Intergovernmental 13,465 ; - _ - $ - Interest revenue - 9,049 854,240 2,515 Miuellaneous 7,945 18,478 ~rx a Total Revenues 21,410 9,049 872,718 2,515 Exponditures: I° Currents 1 General government Public works - Capital outlay 32,489 264,371 2,471,211 - ry t' i ' V {`F Yt1,.. r Total Expenditures 2.489 •284.371 .-2.477.211 Y0, Excess of Revenues Over (Under) .9 Expenditures (11,079) (275,322) (1,604,493) 2,515 "r> i ii'rs•t' 'p;+S,' y (1'x`•14,:. Y j `Tr`,~y Other Financing Sources (uses): Proceeds of general obligation bonds - - - Operating transfers in 263,702 - Operating transfers out - - (674,286) • ; t Y'+:4K Total Other Financing 4f 1y Sources (Uses) - 263,702 (674,286) A ' Af Excess of Revenues and Other r1 I tits Sources over (under) f f Expenditures and Other Uses (11,079) 111,620) (2,278,779) 20515 ! Fund Balances - October 1 11,019 211,840 12,3971944 40,075 w" L ~ s Fund Balances - September 30 $260,220 $10,119,165 ; 42,650 r f i ( r .d ism 4 , I I { i Totals I ..........Year Ended Construction September 30, September 30, ; Projects Other 1986 1985 _ _ $ 26,390 ; 39,855 ; 463,839 45,541 - 911,405 414,074 i " 215 220,000 246,638 4,086,943 45,756 246,390 1,197,598 4,964,856 4,859 rt4:>c ~s - - - 69,183 4-4 - 141,065 9,936,136 5 811 951 r t 141,065 2,535,136 5,891,999 ' FIJI! v`-„ F ~^w .....•u .•_..•w• ...u-.-... ;y44`OO; F 4y1fI F 45,756 105,32S (1,137,238) (927,143) d • 10,000,000 263,702 512,580 - (674,266) (250,000) rx+ + ' S 1410 581) .10.262,580 0 - • .w.._...... 1~,Y; , ' 15,156 105,325 (2,141,622) 9,335,437 428,630 90316 13,158,884 3,823,441 (;474,386 ;111,641 111,011,062 $13,158,884 i •51• i r I151f F w a ~ti. ,T..-,.-,~ ~ r--~ E d I ~ I f~ ~ ~ r I ~ t 1 l ~ ~ ~ l~ it ~ I '1 rr ~ i Yiy~~ ~YNI~t~{~. I ) rte{ y ~ 4 f Y ! R r. .,}w,, r, o~~s , . w:j q~r i ~ r ~ Y ~0'~ ~ Ir 1yyrr __rr 1~^ ~ a ~ ~ 'r~ r ~ ~ M F I'i rs ~Z ~ Yk14a 1,.}x'/!1 f 4y ~-n ,y 1 I ~ t ~ r e' >ti ~ 'f 4 ;f r ~ ~ ~ 4~4 Y'r y , } I~ ; f My y y r t 4 a ~ ~ • srs .s:' r 5~w t A. i4 i t f~ M 1 M~F YS F 1Y ~ l 1 ~ ~ ' ~N. ~4 ra,, 1 ~ 11) '~w F f ` ~ :~i. t r`i ~4 y i.: ~.1~ . 1 ~ C, ,t 5j f d ~~,"eve«~~$` , w t I { CITY OF DENT)N, TEXAS FOR THE FISCAL YEAR EARED SEPTEMBER 30, 1986 Y ~f SUP4 MARY OF ENTERPRISE FUNDS i I" J• ' p , Utility S,,stem - To account for the provision of utility services to the residents of the City. All activities necessary to provide such services a^i n are accounted for in this Fund, including, but not limited to, adminls- f tration, operations, maintenance, financing and related debt service. x~wfr Sanitation - To account forA11 activities the provision of sanitation services o the res ants of the City. are accounted for in this fund, including, but not limited to, adminis- tration, operations, maintenance, financing and related debt service. r ' IdS. ~n r 'w ~~•11 ~ • ` Y d t!~51~ Yl ; 3 1c~'4~lYf~!'y 11 V w ~'f n~~r ~.n ~.'~;;y~ X ; t:J y A C' I l ' `i'Y' 15} Y 4 y k 1 ~Y> p f s tY ~ ~ #q ih , i ~h J ~S -63- 4 J ~ r ~gg 9 I f 1 M1 ti W„ 'fir CITY OF DENTON, TEXAS j COMBINING BALANCE SHEET - ALL ENTERPRISE FUNDS 't FOR THE FISCAL YLa ENDED SEPTEMBER 30. 1986 !1 ii " u ASSETS Utility Svst-"- Cash and investments Receivables (net of allowances for uncollectiDlesl- $26,445,964 1%I Accounts urbilled utility service 10,073,062 Accrued interest 3,97A,B55 ~j " Other 819,935 1,106,174 b Due fra other funds S , Merchandise inventorY, at tower of cost or. 2,986,555 market Pnpafd expenses and deposits 1,244,669 ` Restricted assets 1390236 lota Fixed assets, net of accumulated depreciation 8,019,040 78,966,275 Total Asset{ 9+~4i ~iwy, $133,7810765 t•.. M a Y ~lY r f 1 p T ~a, [ y.. rI 1 •t A t, S yrrA s ' r 1 tY 'r, It j ;r f i r r f a K -54- 1: I~I r Vii, ,r' sY ".tv4w.` I Totals Septoft 30,.••.-September 30, Sanltatlon 1986 1985 i- _ $26,445,964 $ 23,828,558 E - lo,ors,oa2 10,917,055 i; A 119,432 4,098,287 3,798,674 8190935 82,638 51,523 I,IS7,697 1,433,214 #A ; 1,074 2,9870629 2,730,495 tt1, 1,2440669 1,242,670 139,236 38,455 + j - 8,0190040 8,285,819 20120,770 81,087,045 72,348,173 ~tw awl l~lP4 N .....o«• .._a...... r'. ~r"~ X2,252,799 X136,074,564 ;124,705,751 h wF~ # . •~~~~u~~a us~~o~~u •~+~~uuus l It 'Alt s • 1 Y I 1 I ~ 1 Bps I 1 , r „ F fl ~ 141 r I CITY OF DENTON, TEXAS i .a COMBINING BALANCE SHEET • ALL ENTERPRISE FUNDS (continued) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 r i Utility LIABILITIES AND FUND EQUITY _ System LIABILITIES: i Deficit position in pooled cash ; 622,575 Accounts payable and accrued expenses 4,457,812 E" a; r i •r Retainsge payable 92,588 Accrued vacation leave 252,393 p a~g,? Meter deposits 315,491 lit I, Payable from restricted assets- Accrued interest 1,269,193 ~IK.r' < A,.. Revenue bonds payable, current 20020,000 Due to other funds 6,916,240 '1` • 1, Capital leases payable Revenue bonds payable 37,850,342 General obligation bonds payable Total Liabilities 53,856,634 o ' FUND EQUITY; „s tY J Y~°,. r„ ;w".`'~ Contributed capital. ,x , A From other municipalities or governmental units 14,903,082 ic"K,IV In aid of construction 18,085,419 tk I ~,fo Retained earnings ideficitl- Reserved for bond retirement 4,624,602 Unreserved 42j3121028 s ~4 Total Fund Equity (Deficit) 19,925,131 s f Total lieD11ft1es and Fund Equity j133,181,765 R y ` ~ II r 1 is t .fir- t ' „ s' •56. l ~r a ~1 p6 4 ~ j \1 h x 1 lily ^ ' M I 11~ I I i I 1 t f i Total I September 30,_ __Septemib•r+30, Sanitation 1986 1985 - a f 18,667 ; 641,242 3 122,416 r , 23,559 4,481,371 2,146,884 920588 28,180 526626 305,019 281,469 315,491 326,072 Y 105,245 103+:,438 16317,S97 2,020,000 2,045,000 a ; 966,318 7,942,558 6,396,741 4r 159,514 159,614 248,203 37,850,342 41,643,450 1,660,877 1,660,871 ...•...986 2,,800 56,643,434 54,656,OS2 4~ ,A,^p t rg LTl i , .u..o... r h5 4` r K ,r ~t Y J, 1 t A' ' . ~y A M i 5 14,903,082 14,903,082 1 r; ~q 18,085,419 13,509,794 4,624,602 4,923,222 1 r (694,001) 41,616,027 36,813,601 {694,0011 79,231,130 70,149,699 r r~ j ,1 IAA ~ $136.074,564 $124.705,761 ar I ~ 'rr I. r r, r f CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL ENTERPRISE FUNDS i FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 1 i Utility ^ y System Sanitation OPERATING REVENUES: Electric service $64,206,493 - Water service 5,364,792 - - Sewer service 3,901,909 Charges for services - 2,604,878 ry Sundry 34,784 59,984 - Total Operating Revenues 13,507,978 -2,664,862 OPERATING EXPENSES: Purchased power 46,414,266 - rt Fuel 2,316,717 - Purchase of water 707 345 i11 Solar as and wages 5,132360 964,392 i Materials and supplies $71,159 179,636 x Maintenance and repairs 1,990,214 321,086 Depreciation 3,533,329 105,641. L Miscellaneous 1,778,893 512,121 Total Operating Expenses 62,444,343 2,082,879 - Operating Income (Loss) -11,063,635 -•-581,983 i k iL NDNOPERATING REVENUES (EXPENSES): Interest revenue 2,251,854 28,107 } Y , Interest expense and fiscal charges (3 862,0461 (304$97) Other (346:480) (158,1221 ~b 4 Total Nonoperating Revenues (Expenses) -(1,956,6721 -(434,412) Item* (loss) Before Operating Transfers r,t and Extraordinary it" 9,106,963 ---147,571 OPERATING TRANSFERS (OUT) (4,616,431) 1245,000) u aw 1 x • Income (Loss) Before Extraordinary Item 4,490,532 •-197,429) ° EXTRAORDINARY ITEM (NOTE 4) _ 1126703 {R[ s Net Income (Loss) 4,490,532 15,214 RETAINED EARNINGS (DEFICIT) • October 1 42,446,098 (109,275) RETAINED EARNINGS (DEFICIT) • September 30 j46536,630 x•(694,001) 6 .58-1 1 ~In 1 1 A' .1R J„ r V ' Totes -aieer Ended September 30, 1986 Septenber 30, 1985 • $64 206,493 $57,920,178 " _ 5.364,792 4,493,240 1 3,901,909 4,813,934 2,604,878 1,9A0,627 94,768 380,456 *69 S89 035 j .16_172.840 k 46,414,266 38,079,376 l 2,316,717 5,305,782 I 707,345 705,1 A3 6,096,752 5,231,182 150 795 72 , 74 2,311;360 1,866,261 ; S MJ 3,638,970 3,189,818 2.291 .017 1.914.000 4w -64,527.222 .57,014,816 11,645,618 ......4,159 /r~ 1~"c, qS 2,279,961 2,393,227 (4 166,443)) 14 091,769) r~tti x504,6021 102,839) (2.391,0841 .so1. 381) •052 9,254,534 10,712,778 ~~Fr '9 1µ:2•,..s 14861431) (4.759,278) S ''w+ 4,393,103 6,013,500 1 All s 112,703 - ••4 4,506,806 6,013,500 a i S 41,736,823 35,723,323 F46,242,629 F41,736,823 ~aJ n s= . } 1 -59- r L 7' 7~ 4 1 t j CITY OF DENTON, TEXAS SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL - (BUDGET BASIS) - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTENBEN 30, 1986 or Utility System G Variance. Favorable Budget Actual (Unfavorable) OPERATING REVENUES: Electric service }71,929,329 $64,206,493 } 7,722,8'"' T water service 7,483,700 5,364,792 2,118,9u , Sewer service 6,320,730 3,901,909 (2,418,821) Charges for services - Sundry 37,500 34,784 42,716) Total Operating Revenues 85,771,259 73,507,978 (12,263,281) 1OPERATING EXPENSES: Purchased power, 55,245,488 46,414,266 8,b31,222 1 Fuel 3,714,880 2,316,116 1,458,162 Purchase of water 5,000 14 4,986 ii l Salaries and wages 6,691,560 5,135,284 1,556,276 3l Materials and supplies 644,089 555,398 138,691 ? y 1 Maintenance and repairs 2,543,788 2,042,219 SU1,569 miscellaneous 2,695,639 2,516,875 178,764 , I Capital Outlay 3,422,893 2,750,912 671,981 i i » Total Operating Expenses 75,073,337 61,7x1,686 13,341,6S1 jfr Operating Income (Loss) 10,697,922 11,716,292 1,078,310 _ N04DPERATING REVENUES (EXPENSES h r Interest revenue 576,670 2,251,04 1,675,lb4 Interest expense and fiscal charges (3 862,046) (3 862,046) Other I;Do:U00) (446.479) (346,4791 k"4 v To# I Nonoperating Revenues 1,, 1-.~} lExpenSls) (3,385,316) 12,056,oJi1 113a,706 yf <Er4tl~ u. Income lossl Before Operating Transfers and Extraordinary Item 7,312,546 9,719,621 2,407,075 M + f OPERATING TRANSFERS IN (OUT) (41516,431) (4,516,431) - 3 ; Income (loss) Before Extraordinary Item 2,796,115 5,203,190 2,407,075 ^ EXTRAORDINARY ITEM `.1 Net Income (loss) 26796.115 5,203,190 2 407,016 RETAINED EARNINGS - October 1 40,222,630 42,446,098 2,223,468 RETAINED EARNINGS (DEFICIT) - September 30 - a (ludygl!t Basis) 43,018,145 47,649,28b (4,630,343) ENCUISRANCES AN CAp ITAL OUTLAYS NET OF DEPRECIATION 1NCLWED ABOVE (712 658) 1712165b) RETAINED EARNINGS (DEFICIT) • September 30 p 1G4AP Basis) }42,306,017 ;46,936,630 1(4,630,543) T" 1 ',1 t' uuu~uu .u ~.u~u• u~~u uu~ , ` j /{1 ' 1 tlj 1 1 1 F 1 ' .6D. 1 1Qr 1 f.ti 1 ~P . 1 Y na - T -T, lw 1 w 1 I San(tation Total w........-• _ Varfance- Varlanc Favorable Favorabe- le j Budget Actual (Unfavorable) Budget Actual (Unfavorable) j u j { - - - $71,929,329 164,206,493 x(7,722,636) 7,483,700 5,364,792 12,118,978) 6,320,730 3,901,909 (2,418,821) 2,411,486 2,604,878 193,392 2,411,486 2,604,878 193,392 - 159,000 59,984 (99,016) ••196,500 94,768 101,732 2,570,486 2,664,862 94,376 88,341,745 76,112,840 (12,168,9051 $5,245,488 46,414,266 8,831,222 3,774,880 2,310,718 1,458,162 1 - - 5,000 14 4,986 a ' 960,070 955.596 4,474 7,651,630 6,090,880 1,560,750 3 187,497 175,236 12,261 881,586 130,634 150,952 320,250 317,043 3,207 2,664,038 2,359,262 504,776 -j 533,088 477,222 55,866 3,228,727 2,994,097 934,630 107,878 (25,609) 133,487 3,530,771 2,725,303 874,468 " j 2,108,783 1,899,488 209,295 77,182,120 63,631,174 13,150,946 s"c, J •161,103 765,314 •303,671 11,159,625 12,541,666 --1,382,041 e 1 nc n " ( 28,107) 28,107 576,670 2,279,961) 1,703,291 I -(216-703) 1581221 .(158:221 .(4000.70001 .(4~604:601 1 ...1 57014066 ) -1 _ 1 R fit-.: •'r~ d' 1 j ' (216 )03) (41) 804) (201 101) 13 602 079) 12 474 4751 (1 121 604) " ,i , } , j 245,000 347,510 102,570 7,557,546 10,0670191 2,509,645 '(245,000) (4,761,431) (4,761,431) ~''da'd, A'~ • 102,570 102,570 2,796,115 5,305,760 2,509,645 , 112,703 112,703 112,703 112,703 l ' yT a1 A «uuuo. 1 215,273 215,273 2,796,116 5,418,463 2,622,348 740,4381 (709275) 31,163 39,482,192 41,736,823 2,254,631 ( r1r 7 (710,438) (494,002) 246,436 42,278,307 47,155,286 4,816,979 1199,999) _ 199,999 ...(912_657) _..(912,657) ~tl , > k , $(940,437) 1(694,0011 $246,436 141,365,650 146,242,629 ; 4,876,979 f//tlf fff f!/f/f/!f /■Of•f/f O//f////!f /f■f/f/f H■ /ff!■!f/ff/ ~7 1f f. t 4 1 i j. i 1 ) a' j CITY OF DENTON, TEXAS PM COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - tl ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENOLO SEPTEMBER 30, 1986 y ) r , Utility i, System Sanitation SOURCES OF WORKING CAPITAL: Operations - # Net iRC0150 (loss) before extraordinary item } 4,490,532 } (97,429) y Items not requiring working capital- Depreciation 3,533,329 145,641 3 Amortization of bond discount and expense 26,892 - I Working Capital Provided by Operations 8,050,753 8,212 EJ I€E {w' Extraordinary item - 112,70 l ` x f ~r k^ Proceeds from sale of general obligation bonds - 1,660,811 Contributions. - - Federal agencies !p1' I,r In aid of construction 4,515,625 - `^4 Total Sources of Working Capital 12,626,378 11781,786 - - b rA t , 6.+ ~Ma kit'Ti USES OF WORKING CAPITAL: _ >G 04 Acquisition of property, plant and equipawlnt ll,8W,556 513,28e t Reduction of long-term debt 2,020,000 1,888,689 Nat change in restricted assets and liabilities payable from restricted assets 1193,3751 (105,245) Total uses of working Capital i 13,631,181 2,356,730 Net Increase (Decrease) in Working Capital }11,004,803) } (514,944) , ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: Increase (decrease) in current 6516ts. Cash and Investments 3,463,223 t Accounts receivable } ( } (845,811) ) 1251291) ul { r° y Inventory 551,999 Other current assets 1,145,650 1325,955) { „ 4=093,713 -(1-197.053) (IRCreaae) decrease in current liabilities- Accounts payable and other liabilities (3,064,0161 122,184 Meter deposits 10,581 Out to other funds 12,04e,141) 499,32e n k. " (5,098,5161 6220109 YE Net Increase (Decrease) in Working Capital }11,00,803) }1574,9441 r i itl.„.Yq• •..p.. ul• . 6 p. 2. 1 • I 7 r 1,..118 t~ t r Y~s r~~ a Y I E ~ i i Totals _ Year Ended I A September 30, 1986 September 30, 1985 } 4,393,103 $6,013,500 "J 3,638,970 3,189,818 26,892 26,970 w , r.......... 8,058,965 9,230,288 112,703 1,660,871 19,969,958 Ar 1 ` 't . ,y t (102956) 4,575,625 4,206,416 t i . 14.408.164 -33.306.164 n ~r~re}w;, ~ 120377,842 10,563,265 °4E, ti x a.~ 31908,689 2,045,000 yes aM~. . (2980620) 114,721 i My,Y, Y'``~ 15,987,911 120722,986 ((1,579,747) ;20,582,178 y , Mai s .t' $20611,406 119,584,461 ` (542,3b0) 1,658,166 10999 (56 ..•-•819,6695 -•1.,.536,021 021 A,'. ~ 2,896,120 22,7't2,396 (2,941,232) 2,513,156 10,581 (15,30) (!,545,8!61 (4,638,006) 14,416,457) 1204,218) r }(1,619,147) $20,582,176 -63 , r k; 1 u~ ~ o ~I s `A 1 ~f A i Y~ V • F. 1 r F 1 t , 4 "-0! MS,A K^6 fit " y aa r.r.'~ Y y r , YF w [ tt r f x ~ i I~'i { 4y 4a ( 4 ~ H ~ 4r r, ~ Y ti qaf ~'SI -41 I f i i CITY OF DENTON, TEXAS FOR THE "ISCAL YEAR ENDED SEPTEMBER 30, 1986 F - SLPI%RY OF INTERNAL SERVICE FUNDS Working Capital Fund - to account for the financing of goods and services provided by Garage, Warehouse, and Machine Shop to other City departments. Such costs are billed to the other departments at standard p labor charges and cost of parts plus 10%. Actual costs include depreciation on the building, improvements, machinery and equipment used to provide the service. rx Rotor Pool Fund - to account for the purchase of City vehicles not budgeted in -other funds; These vehicles are then leased to other City departments. 1 Monthly charges are equal to the vehicle cost less salvage value divided by expected life of vehicle. i a r ~ 6xt', r ;l , as ell k ~ 1 a t ? f` A T. r R Y^ J CITY OF DENTON, TEXAS P1 I COM61NING BALANCE SHEET - ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 3U, 1986 r t Working 3 ASSETS Capital Motor Pool l ? Cash and Investments S 31,711 ^ Receivables 66 iogI Out from other funds 939,534 1,163,422 t Merchandise inventory, at lower cost or market 1,246,413 - Fixed assets; net of accumulated depreciation 32U,200 3,203,798 wt .x' n Total Assets ;2,506,073 {4,399,180 LIABILITIES AND FU_ ND EQUITY r~ LIABILITIES: j t 4 k~k Deficit position In pooled cash 11,359,386 ; 41,495 2 iv;Accounts payable and accrued expenses 43,410 ill VM teases payable 145,502 1,299,265 Accrued vacation and sick leave 7,210 3,125 Out to other funds ..650=945 ._-131.994 • I Total Liabilities $2.406,453 j1,481,900 h s e° i I FUND EQOITYl ~w Contributed Capitai- t From other municipalities or governmental units r,+ Attained earnings (deficit) { 'e81,391 42,745,255 (181,7711 172,025 Total Fund Equity !i 99,629 21917,260 l Total Liabilities ind Fund Equity 12,506,013 $4,399,180 , ~f t t I r ' s 4~,e F ii n i j i ' f P tk c ` Totals r. i September 30, September 30, P 1985 1986 X 31,771 26.973 - ~I 255 2.184 I 2,102,956 1,409.2b0 1,246,273 1,071,654 3,523,998 2,808,341 ~+l ir. 1 1 ~y4 r,: t $5,905,263 ;5,31b,412 1 , D, t ly:„~~.$ - 410406,861 11,393,643 43,410 14,349 1,444,788 950,678 J 10,335 10,335 ` 9820939 405,492 13,888,353 12,774,597 1 E , i15 13,026,646 }2,529,770 « 1 G (9,746) 14,045 . y ':I -3,016,900 .2,543,815 $6,906,253 $5,318,412 rT " ~ rq 1:1 iMltl fife 1!111./..• y 1A ~ t ~ Y k ' 'y~,jr`i':r 1?.,,,,K, awrfiq,a+n,ba..,.-,. . „r,rJ . FT ~I 1 'IBS j ts;'E i l CITY OF DENTON, TEXAS ti COMBINING STATEMENT OF REVENUES, LI!PENSES AND CHANGES IN RETAINED LARNINGS - ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 I _ Working it Capital Motor Pool OPERATING REVENUES: Charges for goods and services $3,707,049 11,117,537 Miscellaneous 23,820 155,916 _ Total Operating Revenues 3,730,869 1,273,453 p "A ' OPERATING EXPENSES: •11 Salaries and wages 439,246 Materiels and supplies 3,G65,179 ur. 3U,669 Mslntanan<e and repairs 25,030 1,184,959 lyna~r Depreciation 175,058 3,925 aY Miscellaneous 11 y . syc?n° Total Operating Expenses 3,735,171 1:1&1:084 wr s r rlilc Operating Income (LOSf) (4 ~ _.....3051 85,369 HONOPERATING REVENUES 1EXPENSESI: - i►JI Interest revenue 2,803 t<'V Interest expense and fiscal charges 113:6451 .-.194,0131 n. transfers in tout) r Total Nonoperating Revenues (Expenses) (13,645) (91,210) yy1 y ; , i'. Net Income (Loss) (1 7,950) (5,841) n RETAINED EARNINGS - October 1 (163,621) 177,866 ' RETAINED EARNINGS (DEFICIT) - September 30 $ (181,771) $ 172,025 a {t j, I { Yz°, IA `b ; w Totals z Uir Ended I ember 30, 1966 Septe*er 30, 1985 ;4,824.586 ;1.600,121 179,736 - 5,004,322 1,600,121 a~ , 439,246 379,930 31065,171 68,226 30,669 33,945 1,209,999 973,856 178,183 333,823 kAr ~}F1,Lr i. 4,923,258 1,7b9,180 (189659) j ky" , >4t 1',119. 4 1" ? 1 +Y ~ , x a 1 y",~- , J 2,863 e rc'i (1011658) 165,245) 416852 ( y '.y -(104.86b) -(23,393) (23,791) 1213,0521 r; ! 14,045 227,097 it I' ( (9,146) ; 14,045 A ~ ■fYYYIYYYI YYYYYYYYYY - S * k rii ` 1 1 1 ~ r a r! r 0 ' -69- q ~ }}i i` it n: x~ i CITY OF DENTON, TEXAS M ' l~ f COMBINING STATEMENT OF CNANGES IN FINANCIAL POSITION - ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Working Capital Motor Pool SOURCES OF WORKING CAPITAL: f Operations- Net income (loss) (17,950) ; 16,841) Items not requiring working capital. Depraciation 25,030 1,164,959 I - & Working Capital Provided (Used) by Operations 7,080 11179,118 ~ Contributions- ~I ) Other funds 504,602 Total Sources of Working Capital 7,060 1,683,720 ~I USES OF WORKING CAPITALS Acquisition of property, plant And equipment 174.4?2 s 4 I 1,J51,ON Contributions 7,i26 i Total Uses of Working Capital -°182.328 7,75f,044 Net Increase (Decreass) in Working Capital (175,248' ~ (67,314) gg J, rt4~, • ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: r Increase (decrease) in Current assets- Cash And investments Accounts receivable ¢ 4,198 66 1),995) Inventory 174,619 Other current assets 4x ,3 S. r .420.794 ...272.902 7l - .--595,479 275,105 Z (Increase) decrease In current liabilities- "4," ) Accounts payable and other liabilities (326,274) fz'?,G35) R" " Out to other funds (445,453) 1770,721) (343,0291 Net Increase (Decrease) in Working Capital q (1750?46) (67,324) Ylllgllll •tllllllll Y 670. 1r dd P ~l ' • Y 1 1 C 1 1 4) { 1 I C 4 Y 1 N I' Totals ` ..............Year Ended............... [ 4 September 30, 1986 September 30, 1966 I (23,791) (213,052) 11209,989 973,856 1,166,198 760,804 i ahl4'i a 504,602 102,839 wry.; ~ 1,690,800 863,643 Ira. r 1,925,646 1,281,915 s 1,726 - 1,9's3,372 1,281,915 n~ ^,Ti v Kv (2421572) j (418,212) q , 1 I~JS'Ji fJ\ ~f, r~k\ r'w~ ■Uiiitli■ iii. i, Hi■ { b 7e Y v 'li'~2'ki~~J t, 1t 4,798 j (144,9211 r1« (1,929) 1,266 693,696 914,906 i 8710184 484,735 5''1.9 1 ~ (536,30U) (625,696) ! (671,44)) 1377,311) lr,r d ti (1,113,1561 1903,007) w .Y....... (242,612) 1418,212) r' 1111 ii tl~l wasa"„i■ ~I 1 $ Y i I; LJ IA ~ I i Ti CITY OF DENTON, TEXAS SCHEDULE OF REVENUES, EXPENSES ANU CHANUES IN RETAINED EARNINGS - i BUDGET AND ACTUAL - (BUDGET BASISI - WORKING CAPITAL FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Working Capital Fund ' M variance- Favorable Budget Actual (Unfavorable) OPERATING REVENUES: ' Charges for goods and services 3,841,237 ; 3,707,049 (134,188) Sundry 16,000 23,820 7,820 Total Operating Revenues 3,857,237 3,730,869 (12b,368) f; f OPERATING EXPENSES: e SaUries and wages 460,783 439,246 21,b37 Ii E Matorlals and supplies 31138,703 3,66c,8U9 75,894 ?i Maintenance and repairs 35,349 301b54 2,7yb Depreciation - 25,030 (25,o3u) .f., Miscellaneous 224,402 (46,7831 271,18b "~1p Total Operating Expenses .-3,857,237 3,485,826 371,411 IY 4 us.u••.. a r~ - Operating Income (loss) 20.043 245,043 1 ~ NONOPERATING REVENUES (EXPENSES)t 1'1 Interest expense and fiscal charges - 113,645) 113,6451 Tote) Nonoperating Revenues 6, A - (13,645) 113,645) n. • r (Expenses) 4y1,F,4"Fy~~ 4 Net Income (Loss) - 231,398 231,398 5k YNh'Y . ' kV 1 1s?''RETAiNEU EARNINGS - Octobor 1 (163,621) (163,821) J'j RETAINED EARNINGS (DEFICIT) - September 30 a (Budgetary Basis) (163,821) 67,577 231,34b ' e LJ ENCUINIRANCES AND CAPITAL OUTLAYS NET OF 49,348) 1244.3481 1 7 DEPRECIATION iNCLUOEU ABOVE 52 . . . . . . . . . . . . RETAINED EARNINGS (DEFICIT)-September 30 (GAAP Balls) ; (413,164) j I10,771) ; 231,398 r' ° + Y y ■uunrrrr uuuuur■ ■rlururs■ L.. i , 1 s y . a -72. 'fir F.en 4 f i. y J !r i 'f . 1 t rt M T T-~ T ( h I CITY OF DENTON, TEXAS _ r FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 SUbibS4RY OF TRUST AND AGENCY FUNDS g EXPENDABLE TRUST FUND a 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 ;x to a private organization to aid financially distressed utility customers. y AGENCY FUNDS Payroll - to account for the collection and payment of the City's payroll and w associated liabilities. Deferred Compensation - to account for the City employees' investment in a deferred compensation plan. J 1 4~'~7 r r r I ' + -73- ,c 'f• ri f {1 CITY OF DENTON, TEXAS y COMBINING BALANCE SHEET - ALL TRUST AND AGENCY FUNDS i FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 i i Trust Funds ASSETS Expendable Nonexpendable Cash and investments 1658,395 _ 265 Receivables: " Accrued interest 31638 - Other 20,701 - a , Due from other funds 79,109 - Prepaid expenses and deposits 27,897 - Xaj „ Total Assets s..•...,• ~,..26s A 4+ ,S?4F~ v LIABILITIES AND FUND EQUITY i Deficit position in pooled cash ; 13,155 } - fr .yL~ktf~1 ' Accounts payable 82,428 - Accounts payable - claims incurred ; y xrv ; Ise but not reported 64,103 { Due to other funds 1 ' Total Liabilities 160,286 - Fund balances undesipnated 629,454 25S Total Liabilities and Fund Equity }.89 140 ;.'.26. ` r r •74- I e r :P g, k 1 N . i ..Totals Agency Funds September 30, 1986 September 30, 190 1 26,440 } 685,100 } 430,039 9 3,638 1,824 i A - 20,701 154 a 3,569,617 3,648,926 21148,676 i i 27,897 4,682 }3,596,257 14,386,262 12,585,375 same Amandemems f i 1 i }3,362,896 }3,376,651 $1,757,668 fir. k r y q ''1 t' 'I - 233,361 315,789 403,649 ,r may. •ha' i . % 1 '~L i ~f 1: } Day. 64,103 t ✓ ?k?sti 21,022 M I el Kia ~ ' • • Ra,:' F:; q 3,596,25} 3,756,543 •2,182,bl9 i Ny .1 i + + ' ~ b29,119 402,836 ~r,`t'fr~'1 p ~i , }3,546,261 ;4,386,262 $2,585,375 E ' ~rusul■ llllll.ldll uuluul moon 0000000000 '0044,006, 5 4{ a 1 f~ r A Y ra', ~ r 1 + S f ` f ~ 1: b"C IT 1w "WIMPO' 1 CITY OF DENTON, TEXAS A STATEMENT OF CHANGES IN ASSETS AND LIABILITIES ALL AGENCY 1bNU5 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 ~ cl Balance October 11 1966 PAYROLL FUND ASSETS 5" j Due from other funds ! ~ ° °;2,111,812 r, 9 Total Assets { 12,141,672 i~ LIABILITIES 1 Deficit position in pooled cash Accounts Payable 11,737,711 384,158 a ~~rr 1 Total Liabilities ,3, , 12,141 „7 2 j ■■■■■■■m DEFERRED COMPENSATION FUND { ASSETS 40 Cash and fnvestaenta ! r aN Total Assets ° LIABILITIES Irr, a~r~~l w', ky Accounts payable - due to participants Total Liabilities y ~TL 1 fir: 1 . 4' a TOTAL AGENCY FUNDS % ' ASSETS I 1 ,k { 1 Cash and invesbwnts 1 - , ! ! Due from other funds y, 29141,872 Total Asserts 1 12,141,872 LIABILITIES L Deficit position in pooled cash Accounts payable 11,157,114 =`T " s 384,138 Total Liabilities - .76. ' { 1. , Balance - Additions Deductions September 3U, 1986 i 1,427,945 - 13,b69,817 „i 1,427,945 $ - 13,569,817 r` z r r F+ } 1,605,182 ; - 13,362,896 177,237 206,921 h e.G y {F'~r4t,. ~ 1,605,182 ; 171,237 }3,564,811 w' 'y~ - lYUUUU usa oswas ussstfY• •s i 26,440 ; - 26,440 r a.~y`Y`' }1 r 9 26,440 26.440 f p yfS~ t r 7 ■Y/YU/,/ r/lsusssu •u/asuu ~h Iw 7 rM4~t^~ 'C t ~K4, a P { 261440 ~ - f 26,440 Md F ; ''N'AB, th'. r o......•.. r.u . 1A 26,440 ; - ; 26,440 ~a a 4 "s} r ; 26,440 j ; 260440 1,427,945 3,569,811 h A ti , ;1,454,386 ;30596,257 .J fsluuu■ mf■Yfm ftfYUm ;1,605,162 ; ;3,3620896 Y 26,440 177,231 233,361 ..r....... ~ ;1,631,622 ; 177,237 ;3,596,251 k z u k r Y 1 J, ~+r a. y A 4~+y i 4 P i i piq R~ 1 i e '.f e 1 I KI p 1 1 ~ 4q V T`~M f I r ~ r•1 ~ 3 aEy ~ „r i,.. YM;;,,,~> fro, f •y 4 w ~ Y *V Vi f Y II I fat ! s fl Ir 'n' II ~ ' i c. k r lY ` y 't 1 rl p' I' b Y ~ r. a y 9 .A 6 i w r r« w • N~ tK,e ~ Fl I+ • + 7 r ' r • dpi r < v a k ~''Y y 1 IA, y ~ w, y! ~ I :d. to goo i~ f[ r t UlVj ~ IL i ~ CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1985 GENERAL FUND SUPPLEMENTAL INFORMATION I SCHEDULE OF EXPENDITURES 1 f ` BUDGET AND ACTUAL A w j r 4ySe Oil r~jµ ~14 1'. h y f, M 071 41- ilk 1 ~ + rY 1 Y~ t~'~ le ti 1` ~ V J 1 1 4 1 i r f f~ F -79- , + ~a f~ a I r i •sa~i. rl 4 CITY OF DENTON, TEXAS GENERAL FUND -,SCHEDULE OF LXPENUITURES - w BUDGET AND ACTUAL FOR TAE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Variance- ~ Favorable Budget Actual (Unfavorable) y GENERAL GOVERNMENT: Administration 10001) x Personal Services } 322,307 } 311,279 } 11,02b Supplies 27,252 25,292 1,960 Maintenance 850 120 130 151,696 136,224 15,611 Services 70 70 ; a a Insurance ' Sundry 19,399 15,919 31480 Fixed Assets 6,703 4,S76 2,127 6~ ` . J 528,477 494,08U 34.39 4 Building Operations (0002) Personal Services 46,492 32,924 13,568 f Supit(et 13,300 12,945 355 58,24 56,021 2,229 Maintenance Services 490,831 474.10 16.675 1 , S t; 6,500 b,SW - Insurance 5,800 4,621 1,179 Fixed Assets r r . .v t., ~+>S 621,173 587,167 31,006 t,~,L~ sy; a _ 1 *`wµ`•w~ Operations Analysis/Energy Management (i' 71,b83 15,001 rq'r•i~' . r L Personal Services,~•~ Supplies 3.53; 3,439 96 ?rte "7 Mafntanance 272 264 $I :y Services 14,388 9,041 5,341 lt(' rcky Insurance 50 50 - , Fixed Assets so 32 1B S'+ to 'ski 105,185 •••••$4,704 •••••29,416 ♦ r e1 ? I{ Personal Processing 0006) Word f,•4 ` 114,827 111,182 3,545 ~ x ' 11,150 12,272 (522) Supplies 21,110 18,906 2,204 Maintenance Services 11,236 14,235 3,001 fis Fixed Assets 16,969 16,352 617 yam} ~ Y.-...-...- •-•-181,892 173,041 8,646 { h. i ! t t+ . r I. CITY OF DENTON, TEYAS l GENENAL FUND - SCHEDULE OF EXPENDITUNES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 variance- Favorable Budget Actual (Unfavorable) Personnel 100081 } Personal Services 230,191 } 201,310 } 28,881 ` Supplies 18,092 20,028 (1,936) Maintenance 2,328 1,899 429 Services 69,317 65,176 4,141 5,084 4,509 575 Sundry Fixed Assets 1,5A 1,249 • °..°.251 326,512 294,171 32,341 Data Processing/Administration (0017) 270,770 237,871 32,899 Personal Services 37,676 21.866 9,810 t ? Supplies 61,146 56,301 4,895 SerrltesMe 330,928 387,4697 (56,545) Sundry ........431 '7r w 701,094 709,604 (81510) Legal Administration (0004) 215,049 210,743 4,9:6 Personal Services x~ 1 r 6,960 5,656 1,304 n d .i Supplies 955 799 156 Maintenance 30.320 14,704 15,616 Services k d. Sundry 4,100 2,033 2,06 757 Fixed Assets 14,995 14,238 212-429 -.++241,573 Legal/Municipal Court (00051 - ~ 108,225 83,bbu 24,545 Personal Services 10,639 5,130 5,709 Supplies 85 3 3b8 Maintenance 303 a Services 8,531 7,413 718 Sundry 975 320 655 1,300 25 1,215 t r Fixed Assets 1k .••-129,858 321987 ~I t w ~f u 5 i S l CITY OF DENTON, TEKAS r GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) ~ f FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 ( Variance- ^ Favorable Budget Actual (Unfavorable) Library AAainistration 100701 Personal Services } 117,186 113,BU8 } 3,378 Supplies 4,599 4,838 (239) Maintenance 1,315 1,205 110 Services 57,940 58,309 (369) Insurance 3,204 3,204 - Sundry 99 56 43 184,343 181,420 2,923 Support Services (0072) C } Personal Services 175,687 175,710 (23) Supplies 21900 2,894 6 1 r Sundry 3,530 3,529 1 J (l 1 . . ' 182,117 ..-182,133 (16) ` t Adult Services (0073) Personal Services 168,278 167,982 296 e~4 r Supplies 4,950 4,940 10 Maintenance 660 660 - Services 37,800 37,760 40 Fixed Assets 43,079 43,237 (158) 254,767 254,579 188 Children Services (0074) Personal Services 87,648 88,694 (1,046) r Supplies 1,050, 1,048 2 Services 251 250 1 a 1 1{ Fixed Assets 11,750 11,574 176 I } ...100-699 .---101,566 -----•.(861) . r Finance Adxtinistration (0020) Personal Services 138,015 133,302 4,713 i Supplies 11132 1,177 (45) Maintenance 150 (212) 362 Services 15,100 16,924 (1,824) Sundry 50 40 10 ' Fixed Assets 800 32 768 161,241 157,263 31964 )i k^ t rt' •s , ) N CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEP'tMiER 30, 1986 Variance- Favorable f[ Budget Actual (Unfavorable) Purchasing (0021) Personal Services 151,361 145,801 ; 5,560 Supplies 9,100 7,931 1,169 Maintenance 2,900 1,145 1,755 Services 21,091 16,734 4,357 Insurance 50 50 - Sundry 50 40 10 Fixed Assets 21SU0 1,354 1,146 M '>r i ~ 181,052 173,055 13,991 Customer Service (0022) j r Personal services 392,111 395,867 (3,746) nS i Supplies 100,083 103,189 (3,106) Maintenance 4,000 3,124 876 Services 93,985 89,337 4,648 Insurance 2,3OU 2,300 - p Sundry 100 40 60 j y +a+t j Fixed Assets 44,078 361500 71578 636,657 630,347 6,310 Cashierin (0023) Personal Services 129,917 1261866 3,051 - Supplies 6,000 3,041 2,959 T, Maintenance 895 477 418 M Services 7,800 5,705 2,096 ! r: g Sundry 200 40 160 Fixed Assets 11000 733 267 ` --145,812 .---136,862 --.---8195U Accounting (0024) Personal Services 255,69U 249,570 61020 II LrY Supplies 14,517 15,502 19851 I Maintenance 50O 423 77 Services 8,566 11084 1,482 Sundry 60 2uO (140) Fixed Assets 300 149 151 ff .-279,53) 272,928 .---..6-605 t 1 b~ } -83- Ck i' ;f 1 (1Y M1 1 rr r L n1 is{ CITY OF DENTON, TEXAS N GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUEU) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1486 r j Variance- Favorable Budget Actual (Unfavorable) Tax (0025) Personal Services } 38,493 ; 34,740 j 3,653 Supplies 10,950 8,338 2,612 - Maintenance IUD 33 67 Services $6,040 80,176 (24,136) Insurance 60 50 - Srndry 60 40 20 `i Fixed Assets 4,515 2,024 2,491 ' j 110,108 125,401 (15,293) Finance Administration Misc. (020M) Services 81500 8,500 - z;F+4 s r- ~~r" Sundry 808,001 792,425 15,576 yY - t i c s~q ~1 816,501 800,925 15,576 gir Accounting Misc. (02414) - Services 105,405 104,158 1,241 Insurance 310,W0 310,IAO - Sundry 297,695 29U,692 7,003 w 713,100 104,850 81250 _ r y ...........ti o ~ r Planning S Community Development (0015) + Personal Services 267,41V 270,438 (91U19) r j !I ry.a.. Supplies 27,633 22,508 5,)25 ►a Maintenance 1,000 304 696 tt Services 42,605 47,594 (41789) Sundry 9103b 8,964 74 3 r i Fixed Assets 7,478 7,044 434 -.--355,373 ....362,852 -••'•17,4791 Planning 1 Development Mist (015M) Sundry 131,607 151,241 119,4341 131,807 151,241 119,434) Total General Government } 1,125,136 } 6,922,644 } 203,092 } i -84. E. , f.` I , E, , t CITY OF DENTON, TEXAS GENERAL FUND - SCHEUULE OF £XPENOITUkES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENUEU S£PTEMBEk 30, 1986 Variance- Favorable ' Budget Actual (Unfavorable) PUBLIC WORKS: Emergency Management (0007) Personal Services I' 59,522 j 57,158 2,364 r Supplies 6,768 6,456 332 w, Maintenance 4,668 4,3910 2ti8 Services iU,263 1U,U62 lbl Sundry 50 4U 10 Fixed Assets 3,861 2,700 1,161 86,151 4,336 S4"" Engineering (0010) 1 f ' "s Personal Services 599,313 590,445 8,928 Supplies 37,968 37,243 725 Maintenance 15,600 11,642 3,456 Services 37,950 34,388 3,562 200 40 160 Sundry fixed Assets h200 -----42. .....43 615 .....~1.415I +.t3~ tir4p~ap ..133.291 - --717-373 ..---15-918 ray,,. ..t ~ Z. Inspection (0011) - ~k 1st% Personal Services 344,583 346,024 (1,441) a Supplies 14,220 13,782 438 III Maintenance 5,733 6,347 (614) + Services 23,122 16,736 6,386 Sundry 225 161 64 Fixed Assets 19,551 13,933 5,618 j ` . -401,434 396,983 ---90.451 . Transportation Engineering (OD12) Personal Services 194,730 160,028 34,702 Supplies 9,462 8,12.E 10339 y Maintenance 491890 84,418 4,979 Services 21,359 19,392 11967 Sundry lU0 57 43 ) Fixed Assets 8,650 648 81002 324,191 273,166 51,025 l I jll; .r 1 1 , 11 ` f,`L A1, ~ +"~s3«C 4>T~ CITY OF DENTON, TEXAS GENERAL FUND - SCHEUULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) +1 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 j , variance- ^ Favorable Budget Actual (Unfavorable) Airport (00191 Personal Services 56,548 $ 54,579 1,969 Supplies 3,646 3,129 517 Maintenance 8,547 7,893 654 Services 11,250 10,595 655 Insurance 601 601 Sundry 2,197 4,730 (6,533) ' Fixed Assets 1,397 1,266 131 -.---84,166 _.••66,793 . s i Public Works Administration (0030) f Personal Services 111,904 114,731 (2,827) I Supplies 3,485 3,300 185 Maintenance Er 2,100 1,999 101 i.i {4aU Services 14,377 16,62S (1,248) >r't ° Sundry 460 279 181 r Fixed Assets 21076 # a s^. 31 134,402 137,979 (3,517) X ;r .1 Street Patching (0031) - Personal Services 266,524 258,918 7,6W Supplies 28,043 26,548 1,495 ;F Maintenance 361,922 383,149 (150227) .a Services Y Fixed Assets 39,466 10,462 (2(976) tj l I . t -..71u.459 119,974 (9,515) t1 Street Sweeping/Drainage (0032) Personal Services 151,260 154,134 (2,04) Supplies 21,593 18,648 2194S } Malntananee 80,073 74,811 59262 i Services 55,188 59,OSO (3,862) Fixed Assets 5,943 - 5,943 t 314,067 306,643 1,414 I f i CITY OF DENTON, TEXAS 1 GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 j _ Variance- Favorable i Budget Actual (Unfavorable) Street Construction (0033) Personal Services 228,141 j 237,351 ; (9,210) Supplies 17,939 15,171 11768 Maintenance 265,691 266,959 (1,268) _j Services 103,395 109,029 (5,634) Sundry SOD 40 460 Fixed Assets 132,542 113,332 19,210 4-8','20-8 7d2,B82 5,326 . Street Lighting (0034) - " } services -...3t0=000 317700 .....32.300 A,4 350,000 317,700 32.300 }`Cyr♦rG Animal Control 10044) Personal Services 145,817 129,894 1b, 983 s~+ 16,221 15,611 610 Supplies 4,815 5,519 (644) 'rw•y ~"1's F~l Maintenance § d ti 21117 Services 24,593 22,476 _ Insurance 1,000 1,000 w1 ~ , 500 339 161 i Fixed Assets -.-.193.066 --.-174+839 ..---18.227 1 71 R 1 Total Pubic Works $ 4,084,446 ~ 3,955,148 ~ 129,298 ~ i tl;~+ ,j ae+aaau+o u:u++uu vu+aa aau 1 l iIr , v r ~ i _ c I i i 1 t pp~p e 1 u 11 ~~~V,~ i 1 N' v CITY OF DENTON, TEXAS GENERAL FUND - SCNLUULE OF EXPENDITURES - OLKWAT AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Variance- Favorable budget Actual (Unfavorable) r PARKS 6 RECREATION: Parks I Recreation Administration (0060) - Personal Services j 140,191 $ 143,409 ; 1,782 Supplies 21,300 22,320 (1,020) Maintenance 3,000 2,884 116 34,750 31,476 1,274 Services Insurance 300 300 - r1 Sundry 350 40 310 ..204,891 ---'202,429 ------2,462 1 1 Recreation (0062) Personal Services 460,657 462,256 (1,599) Supplies 65,515 61,059 4,456 ue ' Sy¢ia 1, ; :fit Maintenance 23,941 21,125 2,216 4 x f s,s Sundryls 208,185 217.'99 (41192) A* cl ^ ! „^~'~'~".yl Fixed Assets 2.416 2,146 330 r . 4 165,01) .....14- 2 760,77 303) x. k Park Maintenance (0064) Personal Services 472ri24 177,043 (4,9191 a t'7 Supplies 61,675 61,899 (224) Maintenance 7U,122 56,004 4,118 Services 118,334 119,125 (791) Insurance 1,000 1,000 -l { Sundry 150 91 59 723,405 725,16 2 (1,757) f 14 l ` Total Parks 8 Recreation }.11669,070 ...,..x , (3,59=) 1 -88, , ) i 1r~ ~ sr, M 0 01' 4, it°d3 i j I i CITY OF DENTON, TEXAS l GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBEk 30, 1986 41 Variance. Favorable Budget Actual (Unfavorable) - PUBLIC SUETY: Police Administration (0040) Personal Services 92,934 } 93,714 $ 1780) Supplies 4,905 4,599 306 Maintenance 6,300 4,599 1,701 Services 80,187 80,594 (407) Sundry 1,600 647 1,153 Fixed Assets 3,274 3,260 14 189,400 '---187,413 ......1,987 1 R Criminal Investigation {0041) Personal Services $15,139 463,547 51,592 Supplies 26,601 23,984 2,611 Maintenance 13,186 12,691 595 4"s E Services 39,906 37,219 2,687 23,890 21,003 2,667 1 Sundry x ' A'^ 6 601 tit {l+y rj Fixed Assets 8,320, 1,719 , 560,U63 66,979 621,042 Administration (0042) 297,675 237,257 60,418 "fi;t;{vP', Personal Services 29,650 24,171 5,419 ky~,,'s ~ri;.T~` ° Supp11ls 20,200 19,031 11169 { Maintenance Services 27,260 22,960 4,300 , r Sundry 24,248 30,914 (6,666) Fixed Assets 37,150 34,221 2,929 1, ',I t 436,183 368,554 67,629 I y i t t Patrol Division (0043) ' j Personal Services 2,061,714 2,075,486 (130772) E ' q Sfippl l es 80,990 71,618 9,372 ,f Maintenance 67,583 84,345 (16,762) Services 144,619 165,993 (21,174) Sundry 100 - 100 " Fixed Assets 31,550 15,077 16,413 I 2.386,756 2,412,519 (25,16)) , i t J „y. ) h j r. 1 A 1 r i CITY OF DENTON, TEXAS _ GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 '1 l Variance. i Favorable Budget Actual IUnFavorable) Fin Administration (0050) Personal Services ; 122,877 ; 119,943 ; 2,934 Supplies 2,585 2,105 480 Maintenance 14,854 1!,780 1,074 Servfces 77,092 77,779 (6871 Sundry 120 81 39 w 217,528 213,688 3,b40 Operations (0051) Personal Services 20866,181 2,981,410 Supplies (115,229) up 80,009 75,590 4,419 1( z Servic nte nteKnance 64,811 71,299 (6,488( M 1 Fixed Assets 106,013 102,522 3,491 T~ 30,243 19,370 10,873 A# 7 + 3,147,257 3,250,191 (102,9341 171 1q ' Prevention (0052) ; r4 r `;`rK"P ' Personal Services 111,327 ill (638) ~7Y}* Supplies '%5 911 r 6,650 5 733 y+4;' MNnt9nance } k T~ f Services 93,650 1132 8122 2,009 ,w'27~ 4v +?*y Fixed Assets 12,535 12862 410 a'Y~t 4~ (321) ' 143,290 2 371 140,923 Total Public Safety 7,147,460 ; 7,133,351 ; 14,109 , 'tit~, a,a.au+aa aaauuuaa IA auuauaaa 'r r , 977 y y F~ MW TOTAL GENERAL FUND ;20,046,712 ;1917031811 $ 342,50) aauaaoaaa uauaaoaa aau uauu h, i i T 9 f 1 F .go. t - r F I ~ R f i,l I 1 i 1 `I CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 SUKIARY OF UTILITY SYSTEM FUNDS Electric S~st_emm - to account for the provision of electric services to the res dents 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 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 and billing and collection. vy ~ C P _3 %11 j f i I 1 1 a J ~ Parr j~ CITY OF DENTON, TEXAS 5 COMBINING BALANCE SWEET - UTILITY SYSTEM FOR TWE FISCAL YEAR ENDED SEPTEMBER 30, 1986 Electric ASSETS System Cash and investments j17,1O8,65U _ Receivables (net of allowances for unco)lectibles)- Accounts 10,075,062 a` Unbilled utility service 3,254,233 Accrued interest 337,391 .4 Other 1,064,087 € Due frog other funds 368,625 e1 Merchandise Inventory. at lower of cost or e ' aarRlt 1,244,69 Prepaid expenses and deposits 138,746 6 Restricted assets 6,ul9,040 6 Fixed assets, net of accumulated depreciation 32,295,447 ? 5=- Tolal Assets $73,905,950 I^ 4 /,*Tt ' F M _ 'T 4y 41 1 I ea ~ a~ a , EEC k.+ 1 1 I { ) -92• F, f; t~ r aY 1 Totals for Utility System eater and Sept-ter 30, September 30, Saver Syst" _ 1986 1985 .s 9,337,314 ; 26,445,964 ; 22,982,741 10,075,052 10,853,387 ,a 724,622 3,978,855 31717,629 482,544 819,935 82,638 42,087 1,106,174 1,433,214 r 2,617,930 20986,555 2,374,495 ;~ty , - 1,244,669 1,242,670 a 490 139,236 15,903 ff0J - 8,019,040 8,285,819 46,6701828 78,966,275 70,595,048 _ ,r y v j ` it $69,875,815 4133,781,765 1121,683,544 *'.f wi,~~~lir;'ti1A' 7 u~~u~sa•■ aua•u~e~s• •uf:quu• y . s~ w M4i A 1 J hE r )y , f t, i'~[ ~ ♦ ii R f 1 ~ 0 1 ~ S 1Q 4 +Y y I R r k. •93. , f 1 k~ E 3• i .r V CITY OF OENTON, TEXAS COMBINING BALANCE SHEET - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 E ` ! ' Electric LIABILITIES AND FUND EQUITY System LIABILITIES: Deficit position In pooled cash 153,443 Accounts payable and accrued expenses 4,224,574 Retainage payable 21,560 4 Accrued mutton leave 178,618 Deposits 315,066 1 y% .;V Payable from restrictat assets- i Accrued interest 683,278 t Revenue bonds payable, currant 1,570,000 Due to other funds 31127,993 Revenue bonds payable 20,308,459 { . 111;~~~t a Total Liabilities 30,582,987 1!` rf i FUND EQUITY: CoMrlyuted capital- Fran other municipalities or governmental units 13,060 Y a In aid of construction 778,864 Retained earnings- q ' r N` Reserved for bond retirewnt 4,624,602 Unreserved 37,906,437 j Total rind Equity 43,322,963 kk Total Liabilities and Fund Equity $73,905,950 r 1 l 1 Yr 1 1, ,1 n' Fd~ • f !'w ;I 3 r + l A Ir' J1 -94- ' j Ir , 1 1 t ` Totals for Utility System .........................r... Water and September 30, September 30, % i Sewer Sys ten 1986 1985 C 4 469,132 622,575 = - 233,238 4,457,812 2,095,668 ttt 71,028 92,588 28,180 73,779 252,393 237,505 f -J 425 315,491 326,U72 ,r + r^ 1 585,915 11269,193 11317,591 Aa 450,000 2,020,000 2,045,000 1 3,848,247 61976,240 4,931,098 17,541,883 37,850,342 39,843,450 ;c 23,273,647 53,856,634 $0,824,570 w(~ryy,, y. c*. Pik I r{ Ij~ 14,890,022 14,903,082 14,903,082 1 Vii.;♦;~1~ 17,306,555 18,085,419 13,509,794 1 4,624,602 4,923,222 4,4051591 42,312,028 37,522,876 36,602,166 79,925,131 79,858,914 w w C 159,875,815 4133,7810765 4121,683,544 ,r h r ~,~Y f 1 r A4 ` JJ i' r V< 9 , C I, 1 f 4 I ~ P p' r' L f. 4 CITY OF DENTON, TEXAS , , COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1986 ' r r+ I Electric Hater and System Sewer System OPERATING REVENUES: Electric service 04,2U6,493 Water service 5,364,792 Sewer service 31901,909 - ' Sundry ----33-250 .......1,534 . ' Total Operating Revenues 64,239,143 9,268,235 fI OPERATING EXPENSES: { Purchased power 45,423,784 990,482 Fuel 2,314,345 21372 Purchase of water 707,345 I Salaries and wtges 310%5,421 2,116,939 t Materials and supplies 249,232 321,921 Maintenance and repairs 923,820 1,066,454 PM i y , v°`;°_,l ya4,~ Depreciation 2,018,962 1,514,367 4r + ~ k i Miscellaneous 1,338,148 440,745 W tFo a•' Total Operating Expenses 55,283,712 7,160,631 k - " + ~.r r * 'Yx "a• Operating Income (Loss) 8.956.031 --2=107,604 '+ex ef~. y NONOPERATING REVENUES (EXPENSES): Interest revenue 1,262,117 989,731 a `K Interest expense and fiscal charges 12,084,476) (1,771,070) 8# °M Other (212,[89) (134,191) I ~fy . Total Nonoperating Revenues (Expenses) 11,034,648) -.(922,024) S t r + Incme Before Operating Transfers and o r*., Extraordinary Item 1,921,383 1,185,580 OPERATING TRANSFERS (OUT) (3,1U3,706) (1,512,125) , j 1')t Income 4,817,677 -..(327,145) iJ RETAINED EARNINGS - October 1 37,713,362 41732,736 s RETAINED EARNINGS - September 30 $42,531.030 = 4,405,591 , s. tt f k. p Totals for utility STStem ........Tear Ended September 1985 . $64,206,493 $57,920,178 5,364,792 4,493,240 a 4,813,934 A J 3'934 1 7844 313,688 . -73,507,978 57,541,640 r 46,414,266 38,019,376 2,316,117 5,305,782 R 705,183 r `t `r 707,345 5,132,360 4,456.161 571,159 522,093 1,990,274 1,524,849 'M+ M fi i 3.533,329 3,150.098 1,778,893 1,511,145 dot 1''4 s •62.444,343 55,254,687 ' -12 286,953 `~►~s~ ; •11.063,635 , . ar . ,.p,y ' r F1r, it laY+1 2 9 2,2510854 2,309,439 1«. E ;V U`'w a (3,862,046) (31900.606) a " (346.480) (79,904) l~" (1,956,6121 11,671.... 7.. y 90106.963 10,615,882 a (4,640,168) s ~ l4,bi6,431) ~ J 4,490,532 5,975,114 42.446.096 36,470,984 I { LJ $6,936,630 442.446.098 -97- f , 9 r. I r 'ti << i f „ s i r { k J A. a r Ic Y ' Yrri 1 i I f t L'.Y. }nom .y r7 , s c r•~,y~.~A ~t y Z+~ sw 4 t'A Vie` ~k"~ 1 1c~,]J 1"41~~ ~ K e R7 h J P ~ v vJ P ~ L' 1 r ] 1r\rY',1 yy ~ L 'i v L { J 1it i 1 r ~ we j I q t s y ' l ~i ~ 'r i i 9 1 n { r l k ` j 1 1 6 y♦ K 1 Wf ~~r•~Z ~ 4 ~ M Ai1 f i H R r 1 • 41, 1, ^1 II u 1111 i l ~ v f.' 1 4 ± ~ STATISTICAL SECTION Y. ELI 74, n y r 04 .y l~ 1 ~ ~Ft~~ 4 1 y ~L . 4* 4 ~ Y y 4 J1r~' ' `P I I x la. j 4 3 J f}'A I.~Sj 1 r a Y ` r~ I ~Wo -99- I r. Jf'~ A 4~t~j: TIC:, 1 dY•li~.,l. 4 L I'e pff f E q CITY OF OENTON, TEXAS { GENERAL GOVERNMENT EXPENDITURES F BY FUNCTION (1) LAST TEN FISCAL YEARS Fiscal General Public Public Year Government Safety Works k 1977 52,527,177 $2,147,257 $ 746,375 1978 206199618 2,658,588 1,0480617 1 1979 208820471 2,956,146 10013,586 1980 2,8819977 3,610,786 954,921 1981 3,992,254 411739188 190779134 a?1982 4,3480188 40805,245 1$2081689 444 a, Q 1483 4,170$51 5,0200458 2,180,879 q 1984 4,673,090 5 531 882 H r~ ~a >4 2,785 622 1 1985 61191,869 6,363,330 30071,489 1986 ec 6,5010953 7,156,369 316900350 ; %Ya+ r s " { (7) Includes General, Special Revenue, and Debt Service Funds s (2) 1977-1982 Capital Outlay also included in Departmental Totals I . ~ E M } i 100- p ti If i 11 '}`if I i. q { i Table 1 " Parks and Capital Debt Recreation Other Outly (2) Service Total 494,147 3 342,131 3 276,_11 s1,065,102 3 7,369,498 d,rti j 6669342 586,873 330,550 10438,207 990189245 t :J 760,328 635,704 232,697 1,401,250 916490855 7959601 1,102,998 586,540 1,745,016 12,354070S 9366673 1,085,178 378,642 1,959,547 13,223,974 a R 1,1379957 1,210,497 256,346 10884,273 1495940749 19257,726 5130377 1,746,561 14,8899992 f 5 1.1 l,~, lM lr ~ - 194986226 - 3850783 2, 392,858 17, 267, 461 N'A y'' k r,~J. *rr 10719,742 10016,119 294190528 200782,077 ~A, 211109862 - 1,0449401 157,146 20,6610081 Yp Yr "~y.Y k,~ 1 I Vs ~ I l ~ 5 r' t S 1 ~,P 1 I ' f! + r t I V w 14 i ^101- , t ' i ,TAM' 1`"+P4AW+;LM'i k'4N'N rtii;... rl 1, CITY OF DENTON, TEXAS ~i GENERAL REVENUES BY SOURCE (1) LAST TEN FISCAL YEARS 1 j Licenses Utility Inter- Fiscal and Franchise Governmental Year Taxes Permits Fees Revenue 1977 $ 3,669,146 $ 430645 $1360931 :10220,201 1978 4,812,081 759855 150,243 1,581,310 1979 513600427 104,281 181,114 104771079 F~ h , 1980 6,049,491 96,226 196,429 14751,580 ,r 1981 6,992,999 82,494 232,990 },2589829 1982 7,895,579 96,943 330,694 985,405 i 1983 8,819,953 213,490 3670937 1,036,903 e '~w ! 725 418 680 826,575 `r, ' • • ~1~ ` 1984 10,405,9}1 303, 31985 11,8450499 356,661 484,}71 1,270,0}9 1986 139838,013 379,238 377,960 197910435 SKI n( ~G E f 1 M y~i ' F{T4' ~ ' ~ I d L °f s (11 Includes General, Special Revenue and Debt Service Funds', i ti II , -102- 1 C: L I. s' y Table 2 i i s i , i i l ` fees for Fines and Interest liiscellaneous Revenue Total Services Forfeitures Revenue S 710336 $3020842 $ 51,271 $163,450 S 5,658,922 } 1050421 3259247 40,351 242 653 7,333,161 1549689 245,444 480535 3340641 79906,210 ~R 163,616 224,853 151,948 298,531 8,9720879 1 207,385 2470140 1650635 216,508 9,403,990 s 186,116 391,510 153,435 365,067 10,4110349 It i 245,808 561,214 110,189 469,270 11,8240764 r1 ~~``t 1 494,212 6169826 192,196 642,452 13,900,577 1,168,673 715,044 330,026 272,088 l6,<42,181 i4YL1,050,074 659,}94 245,555 8361803 190178,268 J 1.4.1 4 ~ Y'ri, i [ H1 k 1 - i *Y 5 i 1rZ 1 \ 1''. 1' i .+1 11 1 ~ 1 ' r l 1 I } M' -103- 11 w~y.~4atitt~5+~'.flrrtwirrw~~° z: 7 1 f I w Y ~ r y ~ E i r ~ ' CITY OF DENTOH, TEXAS ~ j ..E f PROPERTY TAX LEVIES AND COLLECTIONS i LAST TEN FISCAL YEARS Percent Delinquent Fiscal Total Current Tax of Levy Tax 1 " Year Tax Levy Collections Collection Collections 1971 $2,430,423 $203020758 94,74% $ 72,478 P~{ 1978 3,364,606 311309697 93.04 43,978 if 1979 39582,433 3,3690564 94,05 82,999 1480 07809389 3,541,461 93.67 113,939 1';" ""r1 E' zr•; 1981 ",359,541 4,082,043 93,17 1070472 f 1982 40930,911 4,746,613 96.26 137,078 2y 7• 1983 5,3760210 561220101 95.27 1489747 fiati 1984 5,995,`45 {1) 507869881 96.51 1660763 4 !11 6,6250134 97,31 1671360 1 ,r• " ti ~ r.k 1985 4 i 1986 6,516,CaG6 ?1) 8,1649114 95,86 2289806 , 11} Denton County Appraisal District „ -104- . i } i ' r. E. I' E' tV , 1w .44W 'Iqvqw~ [ - 4 ! Table 3 r l I . 1 r + Total Outstanding Collections Delinquent j Outstanding Taxes as a fs as a Percent Delinquent r, ~ , ~ - Percent of Total Tax of Current Taxes Current Levy YA.n Collections Levy { $2,375,736 97.74 S3670063 16.10% 94.35 497,345 14,78 3,174,675 394520563 96.37 427,221 `I 96.69 504,633 13.35 3,655,400 13.43 5850785 ,A , ~ 95.64 ► ~ 4 169 515 10-99.01 7231596 14.67 4,883,691 19.81 592700848 98.04 1,065,234 1,269,189 21.17 51953,644 99.29 i 19.97 6,793,094 99.71 1,3590577 11019,080 11.97 803921920 98.54 A r f4FS A , J ~ ti ,r J • 'ir h j N i i a -105- y ` tS i ~ y ~ jlyyd f ~ti q I~ 1 p1m i 'y I S CITY OF DENTON, TEXAS wi ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS s Real Property Personal Property d Fiscal Assessed Estimated Assessed Estimated ~ j Year Value Actual Value Value Actual Value ►f 1977 $ 9818639846 $ 164,713,076 S 371676,779 S 629194,631 y` a 1978 213,1351760 355,2261266 58,203,469 97,005,781 ~w 1979 221,300,472 368,834,120 67,6021230 112,6701383 1980 229,0220620 381,704,366 75,921,060 1260536,100 1981 246,206,248 410,3421080 91,7430693 15209060154 lr i 1982 450 732,259 4500732,259 212,704,829 2121704j829 1983 (1) 831,3971479 83103971479 218,549,010 218,549,070 1984 (1) 901,334,506 901,334,506 226,252,045 2260252,045 ' yr, F 1985 (1) 919,943,824 919,943,824 234,0921434 2340092,434 { 1986 (1) 1,17604221567 1,1760422,567 267,120,891 26701200891 (1) Denton County Appraisal District i ~ i -106- c .ii i Table 4 } Total Ratio of Total Assessed to Assessed Estimated Total Estimated Value Actual Value Actual u' S 136,5406625 S 2271567,707 40% rah. 27113390229 4520232,047 60 28819020702 481,5040503 60 r r~ I ash ~r 304,943,680 5081239,466 60 r4 X41 337,9480941 56302481235 60 ' t~iirs 6631437,088 6631437,088 100 1,049,9460549 110491946,549 100 f 1,127,5860551 11127,586,551 100 19154,0361258 1,1541036,258 100 1,443,543,458 11443,5430458 100 1 yd V ~J E r r -107- 4 r k N, ' ENE,"! i Table 5 CITY OF OENTON, TEXAS 1 PROPERTY TAX RATES AND TAX LEVIES ALL OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS TAX RATES (Per $100 of Assessed Valuation) y . Fiscal School Year City District County State Total ' ` 1977 1.70 2.00 .9500 .12 4.77 ;j 1978 1.78 1.57 .67 DO .10 4.12 J u` 1979 1.24 1.57 .6700 .10 3,58 k 1980 1.24 1.68 .6700 UO 3.59 1981 1.29 1.25 .7700 .00 3.31 t" f ~a 1982 0.774 1.22 .2370 .00 2.23 t AA 1983 0.510 0.73 .1665 .00 1.41 z~ 1 1984 01560 0.81 .2120 .00 1.58 a'*yr~ y,' 1985 01590 0.88 .2116 .00 1.68 1986 0.590 0.85 .1750 OU 1.62 1} ~,t s The tax rate decreased in fiscal year 1982 pursuant to an increase in assessed 71 valuation from 604 to 100% of estimated actual value of all taxable property. ra S \ 1 " TAX LEVIES Fiscal School Year City District County State Total ' 1977 $294300423 ; 5,1090467 S 21472,859 S 369,083 =10,831,832 1978 3,364,606 5,3871253 2,844,058 424,486 120020,403 1979 31582,433 61994,871 3,461,592 5160655 13,555,551 1980 3,780,389 704971867 31985,872 - 15 264 128 f' tr 1981 4,359,541 8,323,653 6,463,606 - 18,146,800 f 1982 4,930,971 8,736,514 6,846,688 - 20,514,173 1 1983 51376,210 8,841,258 9,012,748 - 23,236,216 f- 1984 5,995,965 9,936,768 9,117,685 - 26,U60 ,418 i 1985 6,808,814 11,8330437 10,192,925 - 28jb35,176 " 1966 8,516,906 14,290,080 101209,064 - 33,016,050 +~r a -108- • 1: { ) i Table 6 Yi I CITY OF DENTON, TEXAS ~ Y SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS F'p H 1 I J Total Outstanding Current Current Ratio of Current and sY, Fiscal Assessment Assessments Collections Oelinquent Year Due Collected to Amount Due Assessments 1417 $1950115 $104,445 53.5% $2719285 x+ 1# 1978 216,504 1979 „1> 4r 1790834 . ` ~ ~ ay~~+l ti ~ 1980 +r 1 rw4V `^a - 151,247 t Y ~v , w'~~~r+ 1981 - - 145,369 1982 f 137,899 f~A i .a 1983 137o399 q+ t 4y 1984 549,992 307,005 55.8 315,249 tay.,,+ a~ Y f ' 1985 y ' x - 276,944 < 4 1986 - 219,229 u X Y a F 9} q.~7 F ~Y 1 1{ r 1 J + 7pt -109- ' r :Yl..,.~ti MNNR{11'WWYIYaF+AiW.,..e 1 41 +J 1 M. t+ pyR ~ w A ~titw,40 1 's CITY OF DENTON, TEXAS RATIO OF NET GENEW BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS ti w4! ` Fiscal Assessed Value Gross ' Year Population (in thousands) Bonded Debt 1977 47,900 $ 1240327 S 965859000 1978 51,500 1360541 12,024,000 1919 539900 2719339 11,533,934 11~rf 1980 48,063 288,403 15,215,101 ~At.`"r 2:~ 1981 49,800 304,944 15,364,488 1982 510350 663,437 (1) 14,247,000 1983 520070 1,049,947 16,8171500 I ~41,Y t T.l A 1 1984 53,600 (2) 1,1279587 15,b52,750 1985 600000 1,154,036 241280,000 w 1986 630100 (2) 1,437,483 23,726,730 (1) Assessed value increased due to an increase in assessed valuation from 60t . , to 100% of estimated actual value of taxable property (2) North Texas Council of Governments -110- 4 i. 1 9 i it " 1 l Table 7 f w a A, ~ s J r. Less Ratio of Net Net Debt Bonded Debt Bonded f~ q'« Service Net To Assessed Debt Per xWt Funds Bonded Debt Value Capita $2800438 $ 9,3040562 8,30 $199 1671617 11,8569483 9.54 248 J r i 41868 1105290066 8.44 224 189062 159197,039 5.60 282 23,030 15,341,458 5.31 319 30,831 14,216,169 2.14 285 34, 949 16, 783, 451 1.59 323 INI + "+r ',~x+~• 91,265 15,461,485 1.37 288 6059541 23,674,459 2,05 395 1,2479326 22,479,404 1.55 356 ,j j rx! J i 4 4, 'yr t ti 111 1 1 ` i YJ .1 !Y ' Table 8 CITY OF DEMON, TEXAS i COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 301 1986 i Net Assessed Value $1,443,543,458 Plus Exempt Property Total 192,587,413 Total Assessed Value S1,636,130,871 y Debt Limit - No debt limit is mandated by law but the City does recognize xM.. , six percent as an economic limitation $ 98,167,852 f+ Amount of debt applicable to debt limit- F1 Total eneral obligation bonded debt $23,726,730 ~i Certifgglcates of obligation 0 23,726,730 Less- Amount in debt service fund available ' s f - { for payment of principal ---_1_247_326 trrY Total Amount of Debt Applicable to Debt Limit 22,4191404 - Legal Debt Margin $ 75,688,448 / '7 M~ti 1 H< v' M t s -112- k a. F ~ Y p k i; Table 9 I CITY OF DENTON, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 30. 1986 r Percentage Amount # Net Debt Applicable to the Applicable to Jurisdiction Outstanding City of Denton (1) City of Denton City of Denton $2397260730 100.0% $23,726,730 ' Denton Independent a' School District 270485,000 78.1 21 465 785 e Denton County 12,2489421 25.4 3,111,099 Total $48,303,614 a h+, t,y~~"`Y} (1) The "Percentage Applicable to the City of Denton" is based on the 4relative assessed values within the City of Denton. y L L +t` f ' a % I `1 I 1 s F f~ y Y ( x I I Table 10 CITY OF DENTON, TEXAS ii RATIO OF ANNUAL MT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES (1) LAST TEN FISCAL YEARS _ Ratio of Debt Service Fiscal Total Debt Total Expenditures Year Principal- Interest Service Exyenditires (percent) _ j Y ^ r fL 1977 S 561,000 S 5330411 $100640411 $ 7936914SB 14.44% 1978 658,342 599,088 1,257,430 9,0181245 13.94 1979 818,833 563,226 1,382,059 91649,855 14.32 1980 845,613 898,092 19743,705 12,354,705 14.11 1981 1,1170488 759,235 198760723 13,223,974 14.19 r s~ y~ 1982 111231760 759,236 11882,986 14,594,749 12.40 Y 1983 11047,75D 6986811 10746,561 14,889,992 11.72 t thw54 k'A a r r~ ~ ,~1•'.=t^„y , s y,.: 1984 1,2640750 11128,108 2,392,858 17,439,520 13.72 (1 1985 10417,385 1,0020143 2,419,528 20,7820077 11.64 t T. 1986 135,438 21,708 157,146 20,6610081 0.76 v 'v (1) Includes General, Special Revenue and Debt Service tJ r -114- W 'I tt f` r 1 rte 5( E Y I y ~,Ir J I 151 :a r R t } E A i , n p J t ~p I 4 ep , r r' j.. . r ~ t i N VI e~ t~ r nR~9 ~ E r i r,t1; ` r1 .r p r i r r, j t ~Mi ~ I p A b CITY OF DENTON$ TEXAS c REVENUE BOND DEBT SERVICE COVERAGE LAST TEN FISCAL YEARS # It j ' Direct Net Revenue Fiscal 0 erating Operating Available foYear Revenue Expenses 1~ Debt Service- Utility system 1971 a~ KA $209515,761 $14,377,220 $ 6,1382541 1978 22,5120120 15,571,99b 6i940,124 $ IL A, 1979 22,8759745 15,866,911 7 008 774 E 4 j 1980 25,1160209 20,634,620 4,918,411 1981 300667,378 25,0840412 5 582 966 ii 1982 37,568 915 300729,685 6,839,230 ttaF1983 419376,356 33,236,669 8.139,687 "ff•~."1984 55,639,035 39 765 633 l5 873 402 w y y 1985 67,541,640 529104,589 15,4371051 s9 1986 73,507,978 58,911014 14,5960964 > i r r ` 4y + Mtt Wy' ' (1) Excluding Depreciation. 1:1 I +t c°.M ti -116- 'b Y b ~ X64 'v f i . Table 11 f 1, E r Debt Service Requirements r Principal _ Interest Total Coverage $1,3520000 $1,156,848 $205089848 2,45 t 1,399,000 10123,069 295229069 2.75 1,033,411 125616258 2,594,675 2.70 f y~ 11239,324 11556,515 2,,795,899 1.76 tt `"t + 10314j503 1,5311755 29846,258 1.96 " x ti , _~s ley' 192980459 195429153 2,840,612 2.41 4 s AW1,~ls` ~ 1,540,000 10073,531 29613,531 3.11 i 2,060,000 2,336,712 4,396,712 3.61 h". r. 1,735,000 3,9000606 5,635,606 2.74 E 2,045,000 3,880,181 51925,181 2.46 V 4 3 i 4 Jx ~ + y - rY ~ os[x . + I i f 41 c; r CITY OF DENTON, TEXAS wa 'PROPERTY VALUE CONSTR~SCAL AEARS~K DEPOSITS ' y Commercial Construction (1) Property Value Number Value I! fiscal (in thousands) of Units Year 178 S 691196557 1971 S 227,567 13,742,533 I 1 ;t y.^ 1978 452,232 127 42,573,101 166 ` 1979 481,505 f 0 189429,b69 508,239 26 1980 563 248 202 27,573,759 1981 11,846,452 . 210 ` e4A~. ..i3f .lip 1982 663,437 221 74,777,113 1049,946 # viG~1983 1984 291 81,264,078 1,127,587 88,768,781 $45 I r w;r»,,':,, 1985 19154,036 41,452,104 p 450 1,443,543 1986 1~ ` 1 11 , .A l (1) City of Denton Community Services Department Estimate ~ (2) City of Denton Chamber of Commerce Estimate MM i 1 1' -118• I - , t cs j P l rh1 ' ,I - Table 12 i 2 * j - r I 1 j Residential Construction (11 k. Number Bank (2) of Deposits 1 r' Units Value (in thousands) rv~a 344 $ 6,308,049 $175,006 4T 574 18,621,741 1980905 11106 28,9'2,739 207,085 f9, 460 17,024,635 228,813 342 12,963,987 254,567'. 683 26,2140973 289,979 F W 9 F. 1 ' 233 26,386,660 368,005 y~S ~i•~jy~V. "~~~~r°4~u r 664 49,2730898 3851000 618 499995,190 475,179 } ;t a 673 54,972,728 561,819 , x j{ r t Fh ~ I 11 -119.' I I F p' , i i. Erb ~a ~f Y 4y It j! 4 7 f ' 1 ' r i ~ ~ P f 1 v r i t l P~Y• ~ ~ M ~f~u~N ♦1~ ~.ry~ 1 4 ~ ! _ ' 7V {1 V ~ 4~ 2 T I f r A { u V Y 1 5'4 Y' r r•~ d I P P : Table 13 i CITY OF DENTON, TEXAS y PRINCIPAL TAXPAYERS } SEPTEMBER 301 1986 Percentage v. 1986 of Total Assessed Assessed f J" Name of)Taxpayer Kind of pro ert Val UatiOn Valuation F~ General Telephone Co. of 55 2.9% $43,075,3 ' Utility ~ t the Southwest TLiephone Tetra Pak Packaging 41,088,320 2.8 y Paccar, inc. Truck Manufacturer 350616,376 2.6 kr Welding Equipment Victor Equipment 20,870,090 1.4 Company Golden Triangle Mall Shopping Mall i10163,998 •8 s"~°` b°~"~'r r Andrew Corp. Electronic Equipment I a 10 916 28U '8 Manufacturer , SN M 10, 061,136 Joe Belew Developer t .6 9,182,461 Woodhill Associates Developer 5 Joseph Sexton Developer 6,707,b74 . Moore Business Forms Business Forms Mfg. ...6.4122.480 .4 3 ° h $195,094,17U 13.51 frrrrrrrrrra M1 ' ~f 0, ' (1) Denton County Appraisal District -121- 1i 3 k 1. t~ f s~ } F e j i CITY OF DENTON, TEXAS :?^NEGULE OF INSURANCE IN FORCE SEPTEMBER 30, 1986 y { The City of Denton is self-Insured for the first $50,000 of each property loss and $100,400 of each third party (liability) and worker's compensation loss to a maximum of $500,000 combined losses. Losses above the occurrence or aggregate retention levels mentioned above are covered by various insurance ' x companies including; 4 3 k Expiration Insurance Company Premium Policy No. Date 1. Lloyds of London $162 000 1SL3126 8 1513127 09-30-86 a. Appalachian Insurance 30,530 G8233 11-16-86 $xF^.,°u +v 1, ~~+'s, b" International Surplus Lines 43,750 531-000028-8 09-30-86 J r {m,{ X Vol X n, e 2. Arkwright Boston 790651 390388 12.31.86 ylw 3. Western World Insurance 33998 GLA 185938 01-30-87 ~r''• yrra 4. Aetna Casualty and Surety 750600 iBFP 1170840 04-01.87 . f1 5. Hartford Insurance 255 46SR2328d21 01-17-87 i b. Industrial Life Ins. Co, 1,458 RRPN-763-915.7670 03-02-^7 7. Lawyer's Surety Co. 133 LSC 44046 01-01.89 •i22- X t E ~k 4 4 j ^ Table 14 r 7 i t I 4 i F j 1. l j iW t~ ~•AI Y `SKIS ~ '~~1 ~4r1 i Amount or ae r''ra+. 3. Coverage Limit 1, General Liability $10150,000 :J Auto Liability 1,150,00 Auto Physical 1,150, "4i' ~`vrr¢ '~'y Police Professional 150, 0 Public Officials 150,000 Workmen's Compensation Statutory Limits Commercial Blanket Bond 500000 Honey and Securities (within premises) 50,000 Money and Securities (outside premises) 50,000 +»I' 2, General boiler and machinery 10,0000000 3, Ambulance - Professional Liability 5001000 ~M4lktr; 4, fire and Extended Coverage Per Policy S. Police Reserve - Group Accident, sick, and life 56000 ff 66 Recreation Program 10,000 50,000 s, 7, Diesel Fuel Bond 1 f Q I 1 J 1 1 ,j -123- j ti , y I; r, I f` f> w I I r. , f , f CITY OF DENTON, TEXAS n t DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS _ w Fiscal Per Capita Median Age {i f Year Population income (4) 1971 47,900 7,064 24.5 ' 1978 51,500 7048 24.7 'F 1919 53,963 1,247 24.8 ! 1980 488063 7300 (1) 24.9 Pry Ij ycg t t, r"`~~u d 1981 49,800 71390 (1) 26.1 1982 516350 71500 (1) 25.3 1983 52,000 7,800 (1) 25.5 2~ 1984 53, 600 (5) 80040 (1) 25.8 P~ 1985 60,000 (1} 81615 (1) 29.2 r' > T4, 1 4, 1986 63,iD0 (6) 9,746 (1) 27.4 sit (1) Planning and Community Development Department's Estimate (2) Oenton Independent School District (3) Texas Employment Commission (4) Other Sources Include Census and Commerce Department ~ jM •Y Arm c~ (6) North Texas Council of Governments ~sr -124- s, f C Table 15 i t • 4 t'y r •-I Education i Level In Years of school Unemployment Ia Schooling (1) Enrollment (2) Rate (3) M~ 14r7 79960 4r4% 8,000 3.8 1. , 14.8 3.4 r Ord;,J 15 0 81035 4 , 3.4 8,241 t s . 15.3 PA,Wy• 8200 4.3 5.8 8,365 + . 3:~• , ; fif, 8,481 8,914 3.b .8 8 15 9 518 7.6 \ f1 1 16.8 ~ (t 9i914 8.2~ n , i i~1~ ~lw 1 S ,,J , 1 R ` `VLf 1 , i J, f, -125- k ';"JA'#4'~•1F:4'..~'i rHf~tPd.wwuw r i ~ 4 11 f g4'Jk ( a Table 16 CITY OF DENTON, TEXAS MISCELLANEOUS STATISTICAL DATA SEPTEMBER 300 1986 r Form of Government Council-Manager 7 Area 46.8 square miles i Date of Incorporation September 26, 1866 " Miles of Streets 290 miles Number of Street Lights 4,074 7 ~ Fire Protection: ~l Number of stations 4 Number of firemen and officers (exclusive of volunteer firemen) 97 EI za police Protection, hx^ Number of stations l N ; Number of policemen and officers 103 ! s Municipal Electric Department: Number of consumers 27,485 Electric production 712,940,180 KWH/year 3 t Average Monthly Consumption 51,350,637 KWH f ;t "Miles of electric line 336 miles i6 r.. Municipal Water Department: Number of consumers 161438 Water production 3,668,400,000 gallons/year r;•' ; Average Monthly Consumption 2831205,578 gallons Miles of water main 300 miles + I Iii S. kq Y Sewers: 1 Sanitary sewers 275 miles + Wastewater Discharge 3,270,400,000 gallons/year i Building Permits Issued 954 Recreation and Culture; Number of parks 13 with 787 acres { EEE Number of libraries 1, Number of volumes 95,000 (approx.) Employees: Exempt 125 Nonexempt 647 Total 772 .126• t ~t n !'I 7, I N I i r v it r 4 rr y4 .r ,;r r FILE r i ~ F j 1