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HomeMy WebLinkAbout09-30-1987 I 11 I _ F.} I~ f ' CO"MMNSIV ANNUAL nXAIITClrAl RXPORT ftr ew asoa yaw oa&d sootom"r "11987 r x.7'0 , p p tl ! ~l 'y wCY e, Q I lea yhs 0 t fO M t C ,r r CITY OF DRNTON, Til,XAS ► 1 f 1 r i CITY OF DENTON e COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended September 30, 1987 Prepared by the 2 !1! i CITY OF DENTON$ TEXAS ~v 0 FINANCE DEPARTMENT 1i1^ • Ike 1 *j~w ~ w t Pf CITY COUNCIL Ray Stephens, Mayor Linnie McAdams, Mayor Pro-Tem Jim Alexander Hugh Ayer q Randall Boyd Bob Gorton Jane Hopkins f k i " CITY MANAGER Lloyd Y. Harrell k ' a , f1 ~ F If 1, EXECUTIVE DIRECTOR OF FINANCE i j 1 John F. McGrane r S ~'f 1. 1. 1 1 '^3.3 Y 3 4 i TABLE OF CONTENTS ^ Page INTRODUCTORY SECTION: ^ Transmittal Letter... i E: Organization Chart..*., , * vii Certificate of Achievement viii FINANCIAL SECTION: y I Yb}•~. Auditors' Report General Purpose Financial Statements- ~ Combined Balance Sheet - All Fund Types and Account Groups,,,,,,,,,,,,,,,,, 2 E Combined Statement of Rerrnues, Expenditures and Changes in Fund Balances - All Governmental Fund Types and Expendable Trust Funds......,, 8 t ' Combined Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual General, Special Revenue and Debt Service 0 i Funds 1 Combined Statement of Revenues, Expenses and Changes in Retained a ,a• Earnings - All Proprietary Fund Types and Nonexpendable Trust Fund......, 12 Combined Statement of Changes in Financial Position - All Proprietary b 1 ! Fund Types and Nonexpendable Trust Fund... 14 t Notes to Financial Statements 17 Combining and Individual Fund Financial Statements-and Schedules- Combining Balance Sheet - All Special Revenue Funds 40 il,•.; Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Special Revenue Funds,,,,,,,,,,,,,,,,,,,, 42 Combining Balance Sheet - All Capital Projects Funds 46 ,x Combining Statement of Revenues, Expenditures and Changes in Fund ' Balances - All Capital Projects Funds..... 48 - N Combining Balance Sheet - All Enterprise Funds 52 ' Combining Statement of Revenues, Expenses and Changes in Retained G Earnings - All Enterprise Funds 56 Schedule of Revenues, Funds 58 l CoEarn Combining Statement and Changes an AlI Enterprise Retained g h nges in Financial Position All 4i Enterprise Funds,., 1 6 6 0 0 A 6 6 0 6 6 6 1 a 1 1 ......................60 'Combining Balance Sheet - All Internal Service Funds 64 Combining Statement of Revenues, Expenses and Changes in M Retained Earnings - All Internal Service Funds bb f k I, ~ 3 S ! +f r ~ r . L j A i A i I Pa Combining Statement of Changes in Financial Position - All 68 Internal Service Funds Schedule of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual - Working Capital Fund 70 Combining Balance Sheet - All Trust and Agency Funds 72 py ' Statement of Changes in Assets and Liabilities - All Agency Funds..,...... 74 Supplemental Financial Information- General Fund -Schedule of Expenditures -Budget and Actual 78 90 E Ji Combining Balance Sheet - Utility System Combining Statement of Revenues, Expenses and Changes j in Retained Earnings - Utility System.... 94 } Rj + .x STATISTICAL SECTION (UNAUDITED): 1 Table 1 General Government Expenditures by Function Last Ten Fiscal Years..... 99 a,• 2 General Revenues by Source Last Ten Fiscal Years 100 102 3 Property Tax Levies and Collections Last Ten Fiscal Years 4 Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years 104 t 5 Property Tax Rates and Tax Levies - All Overlapping Governments 106 p s Last Ten Fiscal Years 6 Special Assessment Collections Last Ten Fiscal Years...... 107 i wa , ; 7 Ratio of Net General Bonded Debt to Assessed Value and Net 1i • , Bonded Debt Per Capita Last Ten Fiscal Years 108 8 computation of Legal Debt Margin 110 j p, 9 Computation of Direct and Overlapping Debt 111 ~a f,. 10 Ratio of Annual Debt Service Expenditures for General I Bonded Debt to Total General Expenditures Last Ten Fiscal Years..... ;i24 i I 11 Revenue Bond Debt Service Coverage - Last Ten Fiscal Years `j 12 Property Value, Construction and Bank Deposits - Last Ten Fiscal Years... 116 13 Principal Taxpayers 119 f 14 Schedule of Insurance in Force 120 p, 1f - 15 Demographic Statistics - Last Ten Fiscal Years 122 16 Miscellaneous Statistical Data........•... 123 P r. ,W 'r L Al Ll j -91111110- i ~ 1 t CITY of DeNTON / 215 E. McKinney / Denton, Texas 76201 ` December 28, 1987 Manager ~~To the Honorable Mayor, City and City Council, ! City of Denton: I rc~ ; ` Y The Comprehensive Annual Financial Report of the City of Denton, for the fiscal year ended S~ptsmFinao a D1987 epartmentubmiRtespo sibility for ibothpthe was prepared the C1 y 4 We believe the (1 data acesentstion,th including ated ll di sclosures,~restspxithn the City,fairness es the r Ark r,' mate data, as preeneditoafairlyeset forth theifinancialt positioniandsre ultstof in a manner desisig the fi act, of i operations of the City isclosuresr necessary tonenablle the vreader to sgain ithe funds; and that all maximum understanding of the City's financial affairs have been included. r Accounting System and Budgetary Control the City's accounting system, in developing and evaluating of internal accounting controls. w but not 10 consideration is given to the adequacy Internal accounting controls a{j) designed nsafeguardingidof assets reasonable loss absolute, assurance regarding: rel ial stateme is and)maint iniing abiacclity from unauthorized use financial disposition; records for preparing the cost of a assets. The concept of reasonable assurance recognizes that: (1) y control should not excendd tbenefitsfi requiresy estito be ved; jand t evaluation by e of co.,ts I ) ! management. All internal control evaluations occur within the above framework. ro We believe that ~v de redty's assuranceunofngproperrecordingteuf financial assets 4 transactions. p Budgetary control is maintained at the activity level by the encumbrance of s Purchasecorders amounts which result t in t an overrun of activity orders to vendors. . made availa a balances are not released ortediasareservatiori ofpfundibala ce at Septemberb30, Open encumbrances are rep f r 1987. 1 T I .e J;Y I F ~ i k The Reporting Entity and its Services 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. ons " Gen(GovernmentalnFund Types) General governmental revenues totaled $21,716,001 in 19870 an increase of 6.6% from 1986. Property taxes produced 49.63% of general ^ J revenues compared to 41.21% last year. The amount of revenues from various sources and the increase over last year are shown in the following tabulations: j Increase Percent (Decrease) Revenue Source Amount of Total from 1986 Taxes $15,8651362 73.1% V..027,349 Licenses and permits 280,171 1,2% 199,067) Utility franchise fees 426,319 2.0% 48,359 Intergovernmental 19192,995 515% (6981440) Fees for services 1,128,164 5.2% 789694 Fines and forfeitures 780,748 3.6% 121,554 Interest revenue 19074,211 4.(1116507) Miscellaneous 9671431 4.5% (1150210) Total 5214716,001 100% $1,351,732 zzaaszazs as aae.e azszazaaaa Assessed valuations of $1,820,463,940 represented an increase of 26.1% over the preceding year. ' Current tax collections were 96,97% of the tax levy, an increase of j 1.05% from last year. The ratio of total collections (current and delinquent) to the current tax levy was 99.79%, a 1.27% increase from last year. Allocations of property tax levy by purpose for 1987 and the preceding two fiscal years are as follows (amounts per $100/assessed value): { Purpose 1987 1986 1985 General Fund $.3702 $.3924 $.3866 Debt Service Fund ,2198 .1976 .2034 ' Total tax rate $,5900 $.6900 $.5900 aaazaz ueaaa aaaaaz ~ -11- r ti . a~. r _T - - r -Opp- Wvwr~ I 4 I ' 1 General governmental expenditures totaled $28,111,463, an increase of 19.1% over 1986. Increases in levels of expenditures for major functions .,n of the City over the preceding year are shown in the following tabulations: 1 Increase Percent (Decrease) r I Function Amount of Total from 1986 General government $ 71498,530 26.8% $ 996,577 Public safety 12.9% 586,618 !I Public works 3:630,471 i { Parks and recreation 2,252,216 8.0% 141,353 Capital outlay 3,323,337 11,8% (656,200) Debt service 3,663,923 13.0% 3,506,777 - $28,111,463 100% $4,51-5-,246- s Total ,1, ` ' 1 ^.j eaaaasaaaaa asas■ zaaaaaaasa I~ ~ t 4 , Ar 1 The unreserved-undesignated fund balance in the General Fund increased to $2,301,698. In addition, the unreserved-designated fund balance remained at $518,649. The fund balance in the Debt Service Fund increased from $1,247,326 yw„ to $1,695,340, Debt Administration The ratio of net general obligation debt to assessed valuation and Investors. the amount of net general obligation debt per capita are useful indicators of citi This dat 'forethe Citytatnthe endnofithe 1987afiscal,year was zenss afollows Ratio of Net Debt to Net Assessed Value (100% Debt Per Y Amount of Present Market) Capita " Net General Obligation Debt $2692719390 1.44% $416 The City's bond ratings for general obligation bonds at P Se tember 30i 1987r were A-1 by Moody's Investors' Service and A+ by Standard pp ; ; 8 Poor's Corporation. ~T 4 2J r t a~ j i - -111- . P Cash Management Cash temporarily idle during the year was invested in certificates of deposit ranging from 30 to 365 days to maturity. The average yield on maturing investments during the year was 6.01, and the amount of interest earned was $2,958,117. This was $544,759 less than interest on temporary investments in fiscal year 1986. Capital Projects Fund Proceeds of general obligation bond issues are accounted for in Capital Projects Funds until improvement projects are completed. Completed l projects and uncompleted construction in progress at year end are capitalized in the General Fixed Assets Account Group. During 1987, project expenditures totaled $2,932,978, r J General Fixed Assets if j The general fixed assets of the City are those fixed assets used in _ f •~s~~'a' '4" i the performance of general governmental functions and exclude the fixed assets :a^, of Enterprise and Internal Service Funds. As of September 30, 1987, the general fixed assets of the City amounted to 559,613,309. This amount represents the original cost of the assets and is considerably less than tneir present value- Depreciation of general fixed assets is not recognized in the City's accounting system. a Electric, Water and Sewer System The City's electric, water and sewer utility operations resulted in income more than sufficient to meet debt service requirements. Comparative data for the past two years are presented in the following tabulations: ra 1987 1986 _ Operating Revenues $7311209971 $730507,978 Operating Income 900760559 11,063,635 Income Available for Debt Service 130291,564 14,596,964 Annual Debt Service 5,4820539 509250181 Coverage 1lncome Available for Debt Service Divided by Average Annual Debt Service? 2.42 Z.46 Y- i . A fi~ i } tai 1987, E Outstanding utility system revenue bonds as of September 30, totaled $41,9050000. The bond ratings for these revenue bonds as of September 300 1987, were A by Mootly'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 } t City by independent accountants selected by the City Council. This require- meet has been complied with and the auditors' report has been included in this report. f'T Certificate of Achievement g 44, The Government Finance Officers Association of the United States and ; , Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial . t 1 Reporting to the City of Denton, Texas, for its comprehensive annual financial report for the fiscal year ended September 301 1986. In order to be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and d. applicable legal requirements. t E A Certificate of Achievement is valid for a period of one year We believe our current report conforms to Certificate of Achievement ~r> Program requirements, and we are submitting it to GFOA to determine its r eligibility ibititY for another certificate, va,~;~r, yW ~ r Future Significant Activities Significant activities impacting the State, Denton County, and the ~q'~ts rU` that w1 1 betrequiredtto Aealawilth proj gect d growthhlevelsendant infrastructure Mkt i The County of Denton is projected to grow by 39,5h during the years 1983.1990, The Texas De artment of Water Resources further estimates this p growth to continue to 96.7 by the year 2000. Denton County is a part of the Dallas Metropolitan Statistical Area which indicates a growth of 35.2% by the year 2000. ~J y. r, t. F t f f t - w f 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 ± i the Trinity River ten (10) miles northeast of the City. 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. Water obtained from the Reservoir will pro rata on the basis of each City's 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 closing of the dam occurred in 1987 with water being available from the Reservoir in approximately 1991. The estimated safe yield of the Ray Roberts Reservoir had been calculated at seventy-six (76) 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 s will be sufficient to meet the City's estimated water need through the year • a :r 2005. The City has conducted a long range water supply study to determine E water requirements and alternatives after the year 2000. r 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 48,063; r our 1987 estimated population is 63,000. The City has issued Revenue and General Obligation bonds to prepare for and improve services to its citizens. j The City is constantly revising tans to deal with citizen needs and to provide a healthy environment fPor new businesses and other commercial activities. Acknowledgments The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of the entire staff of the Finance Department. We would like to express our appreciation to all members of the Department who assisted and contributed to Its preparation, Respectfully submitted, John F. McGrane,~ Executive Director of Finance .i j -vi- ~I j r. i . 1 e 7- CITY OF DENTON ORGANIZATIONAL CHART CITIZENS C(TY COUNCIL ' CITIZENS .f KNICIPAL LEGAL COI"JUOGE ITYMANAGER DERIRTMENT t CITY SEC. y., V UTILITIES PUBLIC WORKS PIANMINO MUNC. SERV. 6 f I MANGE [CON.DEVEL, FN"STIIO INEERPERSONNELA flECT111CA1 LABORATOIIY PECN S BLOCK MANT ACCOUNTING # DISTRMMITION J ELECTRICAL WASTEWATER /OLIO[ PARK9 S PURCHASING PRODUCTION TREATMENT REtREAiION s SUBSTATIONS WATER fIRE L18RARY CASHIERING GMETERINO PRODUCTION + I ENERGY WATERB9EW[JI DATA {USTOItR MANAGEMENT DISTRIBUTION AIRPORT P A ROCESSING SERVICE [MERGENCY OPERATNIN! ANALYSIS iAK r MANAGEMENT i, /TMETS MUNICIPAL CLE~K } 11.11•IT ~ r ! o a i y "t# a ~ r i ~F i _ I i I Certificate of Achievement _ for Excellence in Financial Reporting Presented to r, r y " F k r; ~~r City of Denton, Texas w, For Its Comprehensive Annual Financial Report r'. for the Fiscal Year Ended ' September 30, 1986 A Certificate of Achievement for Exctffence in Financial Reporting is presented by tM Govemawt Finance Officer Association of the United Sestet and Canada to governmental units and public empfoya retirement systems whose cornpnhtnstve annual financial reports iCAFR's) at lodged to substantially conform to program sundards. + 1 any e=ueseW~ Sri ~ president trr ...1 ~sw I R ' f/w^Ti i Executive Dtrectot .y ys , n s b I i1 }E 4 { i I 7 4 ~ ~t I 5 i V- i 71 Delcitte Haskins+Sells IrterFirst Tower 801 Cherry Street. Suite 2340 Fort Worth, Texas 76102-6801 = 18171336.2531 Metro: 654-2777 Telex; 758612 ,t ' AUDITORS' REPORT To the Honorable Mayor and " Members of the City Council City of Denton, Texas t We have examined the general purpose financial statements of the City of Denton, Texas ("City') as of and for the year ended September 30, 1987 as listed in the table of contents. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the ' circumstances. r -J In our opinion, the general purpose financial statements referred to above present fairly the financial position of the City at September 30, 1987, and the results of its ' 10, a, operations and the changes in financial position of its proprietary fund types and nonexpendable trust fund for the year then ended, in conformity with generally accepted accounting principles applied on a basia consistent with ' that of t e preceding year. Our examination was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund financial statements and schedules listed in the table of contents are presented for purposes of additional analysis and are not a ' required part of the general purpose financial statements of the City. Such information has been subjected to the auditing procedures applied in our examination of the general purpose financial statements and, in our opinion, is fairly stated in all material respects when considered in relation to the general purpose financial statements taken as a whole. 1 December 4, 1987 I 1a j a Lit V i CITY OF DENTON, TEXAS ' COMBINED BALANCE SHEET - A,.L FUND TYPES AND ACCOUNT GROUPS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Governmental Fund Types Special Debt Capital Special ' ASSETS General Revenue Service Protects Assessment Cash and deposits (Note 2) $4,725,707 $265,236 $1,737,582 $14,401,845 ;339,336 j Receivables (net of allowances for uncoliectiblesl• r - - - - ..1 r vs~` 4 Taxes 484,926 Accounts - - j Unbilled utility service - - - - - ' ' f special assessments - - - - 279,225 Accrued interest 12,989 - 64,694 110,857 12,706 ^ ~ Other 147,679 246 21,298 Due from other funds (Note 10) 301,351 86,643 46,629 ,''rfR k Due from other governments - 33,191 - 262 - Merchandise inventory, at lower i i ' of cost or market - - - - Prepaid expenses and deposits - - ` Restricted assets (Note 4) - - - i Fixed assets (net, where -q applicable, of accumulated depreciation) (Nate 31 ' i Amount available in Debt Service Fund - - - Amount to be provided for - retirement of long-term liabilities - - - - i 1 Total Assets $6.672,652 $385,316 $1,848,905 114,534,212 $631,267 z .........m u...... O'b"'.a ........u. { w The accompanying notes to financial statements are in integral part of this statement. 1: 4 1 -2- 4 k' V {1 1 1 I 1 1 t J Fiduciary Totals Proprietary Fund Types Fund Types Account Groups (Memorandum Only) ` Trust General General Internal and Fixed Long-Term September 30, September 30, 3 Enterprise Service Agency Assets liabilities 1987 1966 21,867,852 642,542 721,698 - ; ; 44,101,198 ; 43,343,604 I 1 E j!, - 484,926 441,359 6,044,673 6,044,673 10,075,062 5,261,039 - - - 5,261,039 4,098,287 279,225 279,229 200,853 3,109 3,247 408,465 1,291,405 ,1 o•R; : 1 ~j 507,853 671,076 1,249,495 Yr 4,491,900 1,159,872 2,784,339 - - 8,870,734 11,007,843 33,453 92,641 y 1,244,669 1,246,273 2,490,942 2,490,942 n r ix, a - 167,133 8,753,295 - - - 8,753,295 8,019,040 I 85,013,808 3,035,933 59,613,309 147,723,050 139,670,889 1,695,340 1,695,340 1,247,326 j.~~ 26,979,931 26,919,937 220155,092 b~ 1 k r Y F t k' $133,445,942 $6,067,729 13,509,284 $69,613,309 $28,675,277 }254,403,953 $245,829,347 uftfftefaft ffuufeaf fuuuus uufatfuf uefftuuf fate uaawta- uufauffft r. 4: r r` (Continued) t ~ tt , .J j 9r A { r+ ti W, _ r i j CITY OF DENTON, TEXAS _ 4 COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 3 Governmental Fund Types ~ E Special Debt Capital Special LIABILITIES AND FUND EQUITY General Revenue Service Projects Assessment Liabilities: Deficit position in pooled } - } - } 63,981 } - cash } 331,286 " Accounts payable and accrued , expenses 760,657 24,498 - 206,009 " Retainage payable 171,467 - Accrued vacation and I`I + sick leave (Note 4) - - - - i Deposits 32,670 - - 43,606 - ) ' ' Payable from restricted assets (Note r' Accrued interest 57,006 Revenue bonds payable, - 17 current Due to other funds (Note 10) 1,327,991 105,742 96,559 96,799 15,954 I Deferred revenues 107,544 21,377 - - 313,088 a teases payable INotes 4 and 51 - - - - ' General obligation bonds payable 1116te 4) 457,335 Certificates of obligation 3 (Note 4) . Revenue bonds payable (net ? of bond discount) (Note 4) - - - W Total Liabilities 12,560,148 }151,617 1153,565 }581,661 }846,377 t' " y. The accompanying notes to financial statements are an integral part of this statement, ~1' yr' 1 R R ~L ll ~ y M 1 k I , 1.4 I i t j .i -j Flducilry Totals Account Groups (emorandum Only) proprietary Fund Types Fund Types * ...Trust -General General M r 30 - Se tember 30, Internal and Fixed Long-Term Septembe p rr EnterDrtse Service ~ency Assets Liabilities 1987 1986 372,495 } 132,930 $2,642,331 - - 3,543,023 } 6,172,350 tl 3,608,881 5,127,161 1,849,463 118,732 649,522 - ISO - 171,647 209,439 ) 2,719,434 3,135,487 11989,228 "f - 403,776 12,277 ar ' ~r 532,688 - - - 608,963 396,109 ~~~~"~''s'~ 1,382,227 1,593,599 ~ 2,115,000 2,020,000 !kI( 2,115,000 - - - 5,653,534 1,321,399 52,756 8,870,734 11,007,843 F 111 «ku ~sA - 502,009 63,939 1,2236202 394,123 47,118 1,334,259 1,741,521 ~ -1 .1 1,600,670 24,308,125 26,366,730 23,726,730 a 1,600.000 1,600,000 - i ;~a, +f „ SSSg 38,660,070 ~A60.070 .31.650.342 D $62,977,036 $2.808,640 13,3/4,609 S - }26,675 277 92,099,030 $92,828,446 1 ....u.....• f 9r a' (Continued) r 1rJ ki f r,~ [p e t li, k 4 4 CITY OF DENTON, TEXAS { COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1981 Governmental Fund Types Special Debt Capital Special LIABILITIES AND FUND EQUITY General Revenue Service Projects Assessment Fund Equity (deficit): Contributed capital- From other municipalities or governmental units In aid of construction Investment in general fixed - - - ? assets - - f Cf Retained earnings- Reserved for bond retirement tx (Note 4) - - ~4~ t _ y Unreserved - - Fund balances- Reserved for debt service - 1,695,340 Reserved for encumbrances 292,157 34,160 - 621,132 - Reserved for capital projects - 13,331,279 - a Unreserved- i Designated for subsequent ' years' expenditures 518,649 199,539 - - - Undesignated 2,301,698 - - - (215 110) j Total Fund Equity (Deficit) 3,112,504 233,699 1,695,340 13,952,411 (215,110) t Total Liabilities + j and Fund Equity 15,672,652 1385,316 $1,6480905 114,534,272 1631,267 ,a,,,,,,„ ■,s„nn Massengale „,,,,,,a„ u,,,,,, _ r ' The accompanying notes to financial statements are an integral part of this statement. r ~ r;4 i A' r, at:' 'a i N r 1 19 ft ductary - Totals I a Account Groups (Memorandum Only) / I S Proprietary Fund Types- Fund Types . Trust General General Internal and Fixed Long-Term September 30, September 30, j 1+ Enterprise Service Agency Assets Liabilities 1987 I - } 17,929,728 ; 11,929,728 { ; y } 11,903,082 ;3,026,646 } } } _ 19,971,230 18,085,419 19,971,230 59,613,309 - 59,613,309 55,259,646 5,484,578 4,624,602 5,484,518 - - 40,362,559 41,608,281 40,110,016 252,543 1,695,340 1,247,326 xf - 941,449 1,491,903 13,331,279 10,072,230 718,188 718,326 ,r - 161 615 2,251,263 1,963,241 ....161 ' 152,304,923 153,000,902 ) - 80,468,906 3,219 189 ,6T5 59,613,309 k .T1 r Ir{~y „fi k A • 1 , $133,445,942 X6,087,129 ;3,509,281 $59,613,309 }28,675,277 $2S4,403,95" 1245,829,347 ~ ' ~ u~uu~uu fau~uu• •uu~rus •u.~a~uu *son .uo>t• uus~uu.• •uu~uau~ ~ 1 1 a .7. r 1 w. 11 r r i a i f CITY OF DENTON, TEXAS I It TAW FUNDS IN FUND BALANCES COMBINED GOVERNMENTAL EXPENDITURES AND CHANGES ALL - FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Governmental Fund Types ....................»___-....P....... Special Debt Capital Special General Revenue Service Projects Assessment RE ENUES: $11,984,701 $3,880,655 ; $ LLaxes ri ncRtsoe itss 220'3 as 4 6 79 11~~~~tysfei fe l - - fines and forfeitures 780,748 . Fees for services 684,965 443,149 Interest revenue 214,695 5,968 126,752 769;801 21,265 intergovernmental 403,270 719,924 Contributions 705,093 213,563 48,775 Miscellaneous " 1 265 824.107 t` 15,479 968 -1'383.254 .4.007.407 Tout Revenues EXPENDITURES: - - _ Current Genera-l government 14 6,884,022 614,508 1, - - , Public safety 7 3, 653 630,471 612 ,308 t b + + y,. Public works 1,643,771 558,443 - - ` Dthit and recreation - 283,796 106,563 2,932,978 r " Ca ital outlay Degt servicCe- 860,000 - - 'a . Principal retirement - 2,803,923 - f Interest and fiscal charges ` Total Expenditures 20,145,733 11368,829 3,663,923 2,932,978 a EXCESS OF REVENUES OVER (UNDER) (4,665,765) 14,426 343,484 (2,108,871) 21,265 - EXPENDITURES OTHER FINANCJNE SOURCES Sebt 51100,220 Proceeds o ong-tern bt - - - - 5 Transfer to escrow agent (Note 41 - - good principal defeased capital leases 5,408,103 15,000 104,530 (50,0001 (53,963) operating transfers in (161,867) (105,024) Operating transfers out TOW 1 Other Fen ncing 5,240,236 (30,0241 104,530 510506220 (53,9631 _ Sources (usea~ EXCESS OF REVENUES AND OTHER SOURCES STHER(LS£SR) EXPENDITURES AND $74,471 (15,5991 448,014 2,941,349 (32,698) FUND BALANCES (OEFItIT) • October 1 2,538,033 249,298 1,247,326 _11,011.062 (182,112) 112,504 .-,952,111 X1215,110) ; ~ FUND BALANCES (DEFICIT) September 30 $ 3 233,699 $1,695,340 $13 i 4 The accompanying notes to financial statements ere an integral part of this statement. y , i i i s; u . % I 1 I i i Y Totals (14emorandum Only) Fiduciary Fund-Type- Year EndedExendable September 30,September 30, v~ Trust 1987 1986 { ; - 115,865,362 113,838,013r - 280,171 379,238 y+k - 426,319 377,960 1 780,748 659,194 - 1,128,764 1,050,070 rt, 220,112 33,616 1,108,027 1, - 1,192,995 1,791,435 1,720,443 1,720,443 1,582,857 • 13 967,414 1,089,833 s - - 1,754,392 23,470,303 21,988,712 1 1,498,530 6,501,953 1,742,987 7,156,369 I - 3,630,471 3,690,350 2,22,215 2,110,862 2,213,569 2,2 3,569 1,397,825 6,512 3,328,849 3,979,537 j - 860,000 135,438 [ 2,803,923 21,708 2,219081 -30,330544 24,994,042 1 (464,779) (6,860,241) (31005,330) JI i - 5,100,220 21,385,893 ' (23 845,385) j . 1428,447) - 5 581,633 6,569,3990 r - 1376 .854) (1,707,959) l . + i 10,310,999 2,129,976 I j 1 l M1 T + (4641179) 3,450,758 (875,352) 629,454 15,492,761 16,368,113 118,943,519 115,492,761 j Y ` 1' i R •1 i 1' Y 1 1 1 1 1 i F I+ T I 1 CITY OF DENTON, TEXAS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL, SPECIAL REVENUE AND DEBT SERVICE FUNDS (NOTE 10 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 _ General Fund Recreation s . Variance a Variance Pud et Actual Favorable 9 (unfavorable) Budget Actual (Unfavorable, 1 REVENUES: axes $12,186,269 111,984,707 1201,5621 - - Licenses and permits 411,100 280,171 !(130,929) ri Utility franchise fees 478,000 426,314 (51,681) - , j Fines and forfeitures 853,200 780,748 (72,452) Fees for services 763,162 684'965 (78'197? 407,000 393 330 13 670 1 Intergovernmental 431,826 214,695 28 556) 187,262 50,090 (137;112 i Interest revenue 252 403,273 (37,305) 5 y6g 68 Miscellaneous 680 000 705 04 5,093 248,705 95;932 (152;73) Total Revenues 16,055,557 15,479,968 (515,589) --842,967 $45,320 (297,647) I r J EXPENDITURES: r, 1 Via` ~CuGeneral government 7,941,485 6,931,213 3,010,272 - I Ail Public safety 71619,762 7,670,77S (51,013) - - Public works 3,851,161 3,627,149 223,412 - Parks and recreation 1,740,797 1,700,205 40,591 788,046 562,854 22i.192 Other - v Cappital outlay 416,668 291,226 125,442 53,186 30,706 22,480 Oebt so Vise- Principal retirement _ Interest and fiscal charges - Total Expenditures 21,569,873 20,221,169 1,348,704 841,232 593,560 247,612 ` EXCCESS oof REVENUES OVER (UNDEp) EXPENDITURES (5,574,316) (4,141,201) 113,115 1,735 (48,240) (49,975) OTHER FINANCING SOURCES (USES): Operating transffers in 5,627,116 5,408,103 (219 013 Operating transfers out (75,000) (167,867) (92,8671 (61,662) (61,662) Total Other !mi0ncing Sources (Usesi 5,552,116 5,240,236 (311,880) - (61,662) (61,662)- EXCESS q DSSF ppRyEyVENUES AND OTHER 6XFENDITURES r~LDOT1fE0. USES 37,800 499,035 $36,835 11735 (109,902) (111,637) I FUNO BALANCES, October 1 21258,867 2,434,501 17S,640 134,412 184,412 i II FUND BALANCES, September 30 2,296,661 2,933,542 b36,875 ;186,711 T4, 510 !(111,637) uauua• uu~e+tt• u,•eu~• u.~uu• ■u~uu •u r~,u• The accompanying notes to financial statements are an integral part of this statement, ,y •10. , i Debt Service Yarfence- Favorable Budget Actual (Unfavorable) r. a ,e. 1, ~ ;3.980,655 ;3,880,655 ~ - , 100,000 126,752 26,752 3,980.655 -4.007_407 ~-+26,752 c v• ~ 1 <1Y' 860,000 860,000 2,915,905 2,803,923 1116982 -3,783,905 -3,663,923 119,982 196,750 343.484 146,734 a d , . i , ...125,000 ..104 .630 --120,470) ti { `rY1"`1 125,000 104,5?4 (20,470) 321,750 448,014 126,264 1,247,326 10247,326 - X1,569,076 11,695,340 f126,2b4 rurrrnrr e. rrrrrru • raurrr ^ t, f • •1 j j ~ i f .i i V CITY OF DENTON, TEXAS COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES AND NONEXPENDABLE TRUST FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Proprietary Fund Types F Fund Type Enterprise service) NonTruiidable OPERATING REVENUES: Electric service ;626,1723,02q66 ; or serv~ce or sere ce - Charges for goods and services 2,897,226 51065,728 - Sundry 246,181 93,928 1,771 j r M Total Operating Revenues 76,01;,968 5,159,656 -.-1,771 s OPERATING EXPENSES: ~P,ur hased power 46,588,463 - Purchase of water 1,597,402 - r f Salaries and wages 828,668 i Materials and supplies 6,976,277 458,783 763,280 , °r• Maintenance and repairs 2 647,661 + a ' M y Depreciation 2,370,712 61,S48 - r.; Miscellaneous 4,33;,132 1,426,568 ' 2,978,325 182,002 21036 s Total Operating Expenses "`r ~ 66,442,259 •4,771~3a2 ~•-2,03b r-' t Operating Income (loss) 91629,709 382,291 (265) NtlInto TING REVENUES (EXPENSES): [stern t revenue 1,847,603 2,487 k dnterest txptnse and fiscal charges (3 526,0521 (122,492) ther ;328,6201 Total NanOPerating Revenues (Expenses) (2,007,069) ••1120,005) r ' Income (Loss) Before Operating Transfers t' and Extraordinary item 7,622,640 2621289 ` (gas) OPERATING TRANSFERS (OUT) (5,210,779) ` Income (Loss) 04fore Extraordinary Item ••2,411,861 • -262,289 --•1265) EXTRAORDINARY ITEM (NOTE 4) (3,059,856) - Net Income (Loss) ~(64A,035) .•-262,289---(265) RETAINED EARNINGS/FUND BALANCE - October 1 46,242,629 (9,746) 265 RETAINED EARNINGS/FUND BALANCE - September 30 • " ' i X15,594,594 ; 252,543 ; 4,. The accompanying notes to financial statements art an 'mtegril part of this statement. ~ w 4 u ' y r u y , i M I I Totals (Memorandum Only) Year .ed{ September 30, Seytember 301986 ^1 $662,123,026 X64,2~0~6,493 6;089.3A6 3;901,909 7,962,954 7,429,464 r 341,883 2771812 I 81,233,395 81,180,530 i¢ '46,588,463 46,414,266 A4 1,591,402 2,316,117 y 828,668 707,345 7,435,060 61535,998 3.410,941 3,815,966 2,440,260 2 342,029 1 5,757,100 4,848,959 3,163,163 2,472303 t. } - 11,221,651 69,453,533 .i ; .10`011.158 726 941 1,850,090 2,282,764 (3 648,544 14 274,101) ty 1328,620 1504,602) (2.127,074) (2,495.939) 7,884,b64 9,231,008 ° (6.210,7711 (/,861,433) 2,673,885 4,369,517 (3,059,896) 112,703 IN (386,011) 4,482,280 46,233,148 41,750,868 45,841,131 146j233148 l ~ r;v t 3 i x a j ' t •1 1. i •13• w A 1 r : CITY OF DENTON, TEXAS COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION - R ALL PROPRIETARY FL14D TYPES AND NONEXPENDABLE TRUST FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 ' Fiduciary Proprietary Fund Types Fund Type Internal Nonexpendable Enterprise Service Trust ff SOURCES OF WORKING CAPITAL: i OpNott Income (loss) before extraordinary item ; 2,411,851 262,289 (265) ii Items not requiring working capital- Depreciation 4,331,132 11426,568 ' Amortization of bond discount and expense 26,905 - Working Capital Provided (Used) by Operations 6,769,898 1'688 857 (265) Extraordigary item r 5 ,el Proceeds rrom sale of Revenue Refunding Bonds Contributions- i O'.her funds *4 In aid of construction 11885,811 - . . Total Sources of Working Capital 23,080,813 1,688,851 {2651 ; USES OF jVirdtKING CAPITAL- r' llcquistlon of property, plant and equipment 8,317,895 938,503 - Reduction of long-tim debt 16,651,952 Contributions { Net change in restricted assets and liabilities . payable from restricted assets 688,472 Total Uses of Working Capital •25,664,319 ~~938,503 Net Increase (Decrease) in Working Capital ${2,581,506 506) 750,354 5 (265) 1t r : urmmrlsLa drs bruH massaged - ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: increase idecreasa) in currant assets. 69th and invettNarott 114 578,1121 } 610,111 < (139) S inCounts receivable {2,867,631} 2,854 ventor Other current assets 96,109 (943,084) Increase (Decrease) to Current Assets (7,349 640) (329,459) (139) OAccounts payaDli and othernIibi ltieies- . 2,894,307 1,418,273 -.-.{126) Meter olits 1217 1971 - b Due to other funds 2,089,024 (338,460) Decrease (Incruse) in Current Liabilities 4,16b,U4 1,079.813 .,(126) Net Incrusa (Decrease) in Working Capital }12,583,506) } -750,354 } (265) j The aceonpanying notes to financial statements are in integral part of this statement. r ,y d{ -14• r r1 i 1 i I N f T t Totals (memorandum Only) Year Ended I 1 September.30,.1987 .September 30, 1985 2,673,885 $ 4,369,577 5,757,700 4,648,959 26,905 26,692 t4}~ p• i 8,458,490 4,245,428 Ik (3,059,896) 112,703 17,485,000 1,660,871 ' a r 504,602 ; 1,885:811 4,575,625 2r w24.T69,405 16,099229 r r ~ 7r 9,256,396 14,303,488 16,657,952 3,908,689 s ai . 1,726 r 6886472 (298,6201 _ 26,602,822 17,921,283 =;~{1,833,417) 11,822,0541 age ease it ;(3,967,480) ; 2,622,469 ( 12,864,783) (114;613) _ 1,513,391 s1 (846,9751 r tai (1,679,236) 3,768.015 ti 1 4 112,454 (3,411,381) .V 217,191) 10,58 117501564 (2,123,26 ) ..S,645,821 (5,590,069) ;li,B93,4111 ~(1,822,OS4) h S -M i .9 s G , t ) • n~~ k 1. 1 i I i I j ~ I ~i ~ e 1{{{ ~ J~ "~Ir Mr r I i ~ ~ I~I r ~ J. f t 41f~~ ~rd'~:f r r I J~` .r I 4 I. ~ J~,S Y ` w r ~ Y ' f'~t A c ' y ~ r M1 r .v, s"~ ~ i , ~..i ,xy`, ; . ~P 1~~. ' 9 1 '`.,r' ' ~ i r. ~ ~ ~ ~ 3'1 J ~ ~ }r9 T 2 1 ~y ~ !~r ~ ~.,y ~ ~ ~k~ t , . ~ e ~4-~ - ~.-j i i h r d ~ i~ ~ 1 ~ I r ~ ~ 1 e ~ ' . ~ ~ ~ ~'E I r ~ t . . e i ~s a F . 'a fti. ~ y ~ .y ~ ~ / ~ ,i ~c~ . ~ + r~ r - ~ i CITY OF DENTON, TEXAS NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 1987 i_ y 1 3 ! (1) SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Denton ("the City") was incorporated September 26, e. 1866. The City operates as a Home Rule City, under a Council-Manager form of government and provides the following services as authorized by 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 which the City exercises oversight responsibility. The criteria 6 considered in determining governmental activities to be reported within r the City's general purpose financial statements include the degree of oversight responsibility exercised by the City Council over the activity ! or function; the City's accountability for the entity's fiscal matters; s the scope of public service of the entity and the nature of any special V, ' financing relationships which may exist between the City and a given governmental entity. The accounting policies of the City conform to generally i 5V accepted accounting principles as applicable to governments. The following is a summary of the more significant policies: A. Fund Accounting Y i The accounts of the City are maintained on the basis of funds or account groups, each of which is considered a separate accounting entity. The operations of each fund are summarized by providing a separate set of self-balancing accounts which comprise its assets, liabilities, fund equity, revenues, expenses and expenditures. The following funds and account groups are used by the City: Governmental Fund Types General Fund- . The General Fund is the principal fund of the City. All general tax revenues and other receipts that are not allocated by law or contractual agreement to some other fund are accounted for in this fund. -11- f i E l From the fund are paid the general operating costs, 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 funds, 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 interest on general long-term liabilities, paid primarily by taxes levied ' by the City, and for the payment of principal and interest on capital leases in the governmental fund types. Capital Projects Funds M ` " The Capital Projects Funds account for the acquisition of capital facilities being financed from bond proceeds, contributed capital, or transfers from other funds, other than those recorded in the Special Assessment Fund, the Enterprise Funds, the Internal Service Funds j and the Trust Funds. Special Assessment Fund- The Special Assessment Fund is used to account for the financing of public improvements or services deemed to benefit the properties against which special assessments are levied. ' Proprietary Fund Types y` Enterprise Funds- The Enterprise Funds are used to account for operations that are financed and operated in a manner similar to private business - enterprises where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. These funds include the Electric, Water and Sewer Utility Systems (Utility System) and the sanitation operations. Internal Service Funds- The Internal Service Funds account for the financing of materials and services provided by one department of the City to other departments of the City on a cost-reimbursement basis. These funds i 1 E 40 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 E not involve measurement of results of operations. General Fixed Assets Account Group a t. The General Fixed Assets Account Group represents a summary of i 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 thos., funds at the time of purchase and subsequently recorded for control purposes in the General Fixed Assets r Account Group. x j General Long-Term Liabilities Account Groue 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 , debt accounted for in the Enterprise Fund. U. Basis of Accounting The accrual basis--The measurement focuses for the Enterprise Funds, Internal service unds and Nonexpendable Trust Funds are income determination and cost of service, respectively. Accordingly, the accrual basis, whereby revenues and expenses are identified in the accounting period In which they are earned and incurred and net income is ' determined, is utllited for these funds. Modified accrual basis--The modified accrual basis is used for all other funds. Modifications in the accrual basis for these funds include the following., 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, 2 interest and intergovernmental revenues. Revenue sources y~ •19- a p 1 ♦ ! i i N from licenses, fines and forfeitures, service charges and other miscellaneous revenues are recognized as the cash is received. 2. Expenditures are recognized when the related fund liability 1s 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. 1 3. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, is employed as an extension of r.' formal budgetary integration. Encumbrances outstanding at year-end are reported as reservations of fund balances since they do not constitute expenditures or liabilities. f C. Budgets and Budgetary Accounting If The City Council follows these procedures as prescribed by f a City Charter, in establishing the budgets reflected in the financial ' statements: 1. At least sixty days prior to the beginning of each fiscal year, the City Manager submits to the City Council a proposed budget for the fiscal year beginning on the following October 1. The operating budget includes proposed expenditures and the means of financing them. 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 Fund (Recreation Fund " only), the Debt Service Fund, the Enterprise Funds, and the Internal Service Fund (working Capital Fund only). The budget is legally enacted by the City Council through passage of an ordinance prior to the beginning of the fiscal year. The General Purpose Financial Statements reflect appropriation control at fund level as approved by City Council. i 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 L transfer of unencumbered appropriation balances or portions r{ thereof from one department to another as well as any increases in fund appropriations. Individual amendments were not material in relation to the original ` appropriations which were amended. _ Ii •20- i i r i V r All budgets are adopted on a basis consistent with generally accepted accounting principles except that for the Governmental Fund { Types and Proprietary Fund Types encumbrances are treated as budgeted i expenditures in the year of commitment to purchase and for the Proprietary Fund Types depreciation expense is not budgeted. All unexpended appropriations at fiscal year end lapse to the appropriate fund balance except for those of the multi-year grants and/or projects. A reconciliation of revenues and expenditures on the budgetary basis to re:enitns and expenditures on the modified accrual basis for ~S• Governmental Fund Types is as follows: SPECIAL x z i GENERAL REVENUE FUND FUNDS Revenues: Budgetary basis $ 150479,968 t 545,320 Special Revenue Funds Unbudgeted: Community Development r,K~ f Block Grant - 5889932 Criminal Justice - 1029461 4 Federal Revenue Sharing - 8,362 Emily Fowler Library - 439970 r i►', r Other - 94,209 Revenues on modified accrual basis 15,4790968 1,383,254 Expenditures: t~. Budgetary basis 20,221,169 593,560 i ~►x,,; t• Encumbrances (net) (75,436) (19,370) ! Special Revenue Funds 1V Unbudgeted: Community Development Block Grant - 577,582 Criminal Justice - 89 315 Emily Fowler Library - 36 732 - , Other 910010 M1 Expenditures on modified t accrual basis 20,145,733 1,368,829 ` Revenues over (under) f W Expenditures on modified l accrual basis $ (416650765) f 14,425 ~ ■saasaaaasaa aaaasdeaaa -21- a .J p' D. Investments Investments are carried at cost which approximates market value. Interest earned on investments is recorded in the funds it which the investments are recorded. 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. ~ i Cost is determined using a moving average method. G. Fixed Assets Enterprise and Internal Service Funds- Fixed assets are recorded at cost, including net interest during 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. Estimated useful lives are as follows: Fixed Asset Useful Life _ (Years) } ENTERPRISE FUNDS- Electric System enera assets - Structures 5o Distribution assetsu- Structures 50 - 20 - Equipment 20 - 33 Transmission assets - Equipment 20 - 33 Internal combustion assets - Structures 50 Steam power assets - Structuresuipment 530 . 20 Equipment 20 - 35 1 Water and Sewer System } Structures 50 1 Water and sewer mains 20 - 33 Equipment 10 - 20 Furniture and fixtures 10 Sanitation eY hicl and equipment 10 INTERNAL SERVICE FUNDS- Vehicles and equipment 1 . 10 -22- r , A i E N f Renewals and bettermants of property and equipment are E capitalized, whereas no r!aaI 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 Pro,jrcts or Special Assessments Funds when acquired. Such assets are capitalized at cost in the General Fixed Assets Account Groups. Significant gifts or contributions of assets are recorded in the General Fixed Assets Account Group it the fair market value at the date of acquisition. Public domain (infrastructure) general fixed assets consisting of streets, curbs, sidewalks, gutters and drainage systems, are capitalized along with other general fixed assets. j No depreciation is provided on general fixed assets. H. Property Tax Revenue `j Property taxes attach as an enforceable lien on property as of ki' y f~3t. 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 j 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, 1987, the City had a tax margin of $1.91 per ' $100 valuation based upon a maximum ad valorem tax of $2.60 per $100 valuation imposed by Texas Constitutional law. Additional revenues up to i i $34,770,861 could be raised per year based on the current year's assessed 1 value of $1,820,463,940 before the limit is reached. h 1. Compensated Absences The City allows employees to accumulate unused vacation up to 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 Y illness while in the employ of the City. I I •23- .i 1 E i i As of September 30, 1987, the liability for accrued vacation 'eavP and accrued sick leave is approximately $3,135,487. The amounts api:ic:ble to the Enterprise Funds ($403,776) and Internal Service Funds ($17) have been recorded in those funds, and the amount applicable to other funds ($2,719,434) has been recorded in the General Long-Term Liabilities Account Group. The amount expected to be paid from current k available financial resources is not significant, J. "Memorandum Only" Total Columns Total columns on the combined statements are captioned as "memorandum only" to indicate that they are presented only to facilitate analysis. Data in these columns do not present inancial position, results of operations or changes in financial position in conformity with generally accepted accounting principles. This presentation does not ' compare to a consolidation. Interfund eliminations have not been made in the aggregation of this data. f (2) CASH AND INVESTMENTS In order to facilitate effective cash management practices, the operating cash and certificates of deposits of all funds, except for the deferred compensation fund are pooled into common accounts for the purpose of increasing income through combined investment activities. The City's bank 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. The investments of the deferred compensation fund are held separately from those of other City funds by an outside trustee appointed by the City. Statutes authorize the City to invest in obligations of the U.S. Treasury and U.S. agencies, municipal securities and repurchase agreements. During the year ended September 30, 1987, the City invested in repurchase agreements. As of September 30, 1987, the City's held only certificates of deposit. -24- r i (3) FIXED ASSETS General Fixed Assets- General fixed assets balances and transactions for the year ended September 30, 1987, are summarized below: Balance Balance October 1, September 30, 1986 Additions Deductions 1987 Land ; 40594,452 $ 132,334 ; - $ 4,7260786 Buildings 8,3900132 27,943 - 8,418,075 Streets 34,7020264 2,423,447 - 37,125,731 Machinery and equipment { and other improvements 5,554,636 4080843 - 5,9630479 rx' Construction in progress 20018,342 20452,119 (1,091,223) 393799238 Total =559259,846 $ 5,4440686 $(1,091,223) $59,613,309 ~v xaaxsssazex xzzxszzzxxzz zzzzzzzzsxa s_zzz__zzzz Investment in General Fixed Assets- Frombond issues $35,788,079 $ 4,898,061 ;(1,091,223) .;39,594,917 From current revenue 6,1480151 546,625 - 606940776 41,936,230 59444,686 (10091,223) 46,289,693 N' From contributions 13,323,616 - - 139323,616 i i, 1 Total $55,259,846 $ 5,444,686 $(1,091,223) $59,613,309 j " zzzaaxasasa aaazzzszsz xs aaazzazxzxa aaaaa as:a.z i i Additions consist of expenditures from the Capital Projects Funds ($2,454,110), the General Fund (5395,924), the Special Revenue Funds ($141,873)and Construction in Progress additions ($2,452,119) and reclassifications ($1,091,223). r i 1 _ -25- ~a ' r - i s - General Fixed Assets by function and activity for the fiscal year ended September 30, 1987 are summarized as follows: Mach /Equip. And Other Total Land Buildings Streets -Improvements TOTAL PRIOR YEARS 653,241,504 64,594,452 68,390,132 634,7C2,264 $5,554,636 - - GENERAL GOVERNMENT; Parks 33,660 11,719 6,376 15,765 Parks Grant 45,847 42,026 3,821 Legal 14,892 14,892 Personnel 749 749 p` CMO 8,261 6,261 I Building Maintenance 2,756 2,756 Library 89,766 2,656 87,108 Word Processing 14,665 1,122 13,543 a Data Processing 12,271 2 9G3 9 368 PlanningjCD 79,570 73,201 2,034 4,335 R r TOTAL GENERAL GOVERNMENT 302.637 126,946 15,093 160,598 1 PUBLIC WORKS: m Traffic Engineering 1,505 1 505 `v Emergent Management 4,278 4 218 Engineering 24,081 24081 - i Code Enforcement 1,659 1,659 Public Works Administration 13,101 13 1G1 f~ Streets 2,490,986 4,335 11,590 2,423,447 51,614 Airport Bond 3,796 3,796 Airport 1,251 1,251 TOTAL PUBLIC WORKS 2,540,657 4,335 11,S90 2,423,447 101,285 FINANCE: Purchasfngg 1,00D 1,000 Customer Service 11,590 11,590 Cashiering 707 707 TOTAL FINANCE .1 3,297 13,297 PUBLIC SAFETY: Fire Administratioi 1,347 1,347 Fire Operations 36,948 1,260 35,688 ` Fire Prevention 4,460 1,053 3,407 f Police Administration 1,733 1,733 jJ Criminal investigation 2,094 2 094 Police Operations 44,565 44,565 _ Patrol Division 44,829 44.829 TOTAL PUBLIC SAFETY 1 0 53 - 260 33 ;5 9 976 76 1 133,663 CONSTRUCTION IN PROGRESS --3.379,238 TOTAL 659,613,309 64,726,786 $8,418,075 637,125,131 65,963,479 tutu nett tuuutet tt tit ahem ut .Ciotti •tuttatta 1 -26- _ i Y ~ s; i L 1 N 1 Changes in oeneral fixed assets by function and activity for the fiscal year ended { Septeoder 30, 1987 are summarized as follows: tr ~ . General General ` Fixed Assets Fixed Assets fI 10/01/86 Additions Deductions 09130/87 TOTAL PRIOR YEARS ;53,241,504 ;53,241,504 GENERAL GOVERNMENT: Parks 33,860 33,x.$0 Parks Grant 45,847 45,847 Legal 14,692 14,692 Personnel 749 749 8,261 8,261 e -i Budding Maintenance 2,756 2,756 Library 69,766 89,766 Word Processing 14,665 14,665 r Data Protessing 12,271 12,271 a > Planning/CD _ 79_570 - .79:570 „ TOTAL GENERAL GOVERNMENT . 302-,631 PUBLIC WORKS: Traffic Engineering 1,505 1,505 Emergency Managewt 4,278 4,218 Englneering 24,081 24,081 1,659 1,659 Code Enforcement Public Yorks Administration 2,490101 2,490986 Airport Bond 3,796 3,795 " Airport 1,251 1,2S1 f TOTAL PUBLIC WORKS 2,540,657 2,540,657 II i 1i 4 FINANCE: 1,000 1,000 i ;j Purchasing s c a~ Customer Service 11,590 11,590 ~i 't Cashiering 707 707 TOTAL FINANCE 13,297 ---13,297 i - PUBLIC SAFETY: Fire Administration 1,347 1,347 Fire Operations 36,948 36,948 Fire Prevention 4,460 4,460 ! Police Administration 1,733 1,!33 Criminal Investigation 2,C94 2,09'7 Police Operations 44,565 44,565 f Patrol Division 44,829 44,b29 .--.135,-976 TOTAL PUBLIC SAFETY 135,976 r `R CONSTRUCTION IN PROGRESS .-2.018,342 2,452,119 (1,091,2231 3,379,238 ii TOTAL $55,259,846 $5,444,666 ;11,091,223) $59,613,309 , -27- ~ r. 1 , i y' I I I j I Construction in prog,.<s iq omposed of the following: Project Expended to Appropriation September 30, 1987 Committed Airport Improvements 695,481 $ 68,393 627,086 Northeast Park 159,500 43,026 116,474 Street and Bridge - Carroll Blvd. Project 240,000 35,626 204,374 Drainage Projects 491,500 42,479 449,021 Highway 380 Projects 109,000 25,572 83,428 Miller projects 585,000 105,051 479,949 Repave projects 1,340,466 1,287,734 52,732 Teasley Projects 1,240,387 125,693 1,114,694 Traffic Study 25,000 2,539 22,461 Audra Lane 61,244 893 60,351 Avenue C 556,781 202,271 354,510 Bolivar 471,615 12,250 459,365 Evers Park 40,000 951 39,049 " Fry 113,740 1,932 111,808 Glenwood 414,782 331,116 83,066 Hercules 15,000 1,545 13,455 ^ a Hickory 795,021 158,589 636,432 Locust 1,155,313 554,611 600,702 { Magnolia 176,991 4,399 172,592 Pecan Creek 110,000 139 109,861 i r Pershing 79,020 81,643 {2,623) Stuart 227,553 189,161 38,392 Welch 53,694 56,892 13,198) ••Y West Oak 981,611 10,568 971,043 # Windsor 50,000 2,155 47,845 t Woodrow Lane --.250,000 _ . -33,408 216,592 . L^ } 110,438,699 $3,379,238 ;7,059,461 r: { ' quuauaa ueau eau au aau ua r ' Enterprise and Internal Service Funds. Fixed assets of these funds are as follows: September 30 1987 1986 Utilfty System- Land and land rights = 1,787,456 $ 1,850,561 Water rights 250,064 250,054 Electric plant and equipment b},289,712 60,554,779 Water plant and equipment 3x,872,460 2',849,390 Sewer plant and equipment 3 34, 08,503 33,101,521 -131,508,195 123,612,321 - Less- Allowance for depreciation (46,954,262) (45,141,8261 II -82,553,933 78,470,496 Construction in progress 467,502 495,779 -83,021,435 .}-18,966,275 Sanitation. Land and land rl~hts ; 1,984,112 1,484,772 Vehicles and equipment 341,102 293,372 Less. Allowance for depreciation 1273,501) (151,374) 1 - 2,052,373 ; 2,120,770 y 1111 ~ .aaaa.a .a Internal Service Vehicles and other assets $ 9,731,907 8,799,405 Less- Allowance for depreciation (6,701,974) (5,275,407) $ 3,035,933 $ 3,523,998 .28. j 4 I 7 y ~ I Y L 1'. ail i (4) LONG-TERM DEBT _ Long-term debt transactions for the year ended September 30, 1987, are summarized as follows: BALANCE AT BALANCE AT j OCTOBER 1, SEPTEMBER 301 1986 ISSUED RETIRED 1987 3 General Long-Term Debt General obligation bonds $21,591,325 S 3,500,000 $ 782,600 524,308,725 General obligation bonds - special assessment fund 474,534 - 17,199 457,335 Certificates of Obligation - 1,600,000 1,b00,000 Obligations under capital 137,219 - 90,101 47,118 leases Compensated absences 1,6730874 1,0450560 - 2,7199434 r..`.' Total general long-teem debt 23,87ti,952 [,145,560 869,900 29,132,612 $ Proprietary t:und Types , } Utility System revenue bonds 409440,000 17,485,000 1690200000 41,9059000 # a General obligation bonds ! (pledged by sanitation 601201 11600,670 revenues) 1,660,871 - 4' Obligations under capital 1,6Q4,302 666,375 983,536 11287,141 leases 315,354 100,699 - 416,053 Compensated absences ~ 452O8 f Total propriety fund types 440020,527 _18-252-074 -17.063,737 -------_864 ' Total long-term debt $676897,479 $249397,634 $17,953,637 574034'1,476 -zsaazzlaa3 zsszaz33zez 3zsaszzazss al3a3333--. ♦j j 1 -29- i y'. ^a x Y General Bonded Debt- following: General bonded debt at September 30, 1987, is comprised of the AMOUNT ORIGINAL OUTSTANDING AT REVENUE INTEREST ISSUE FINAL AMOUNT SEPTEMBER 30, BONDS RATE DATE MATURITY OF ISSUE 1987 General Obligation 5.70 to 8.30 1985 2004 $23,726,730 $22,866,730 - Refunding General Obligation 6.40 to 9.40 1987 2007 3,500,000 3,500,000 Total General Obligation Bonds 26,366,730 Cert. of Obligation 6.00 to 9.00 1987 2007 500,000 -5000000 Cert, of Obligation 6.00 to 8.75 1987 1997 10100,000 1,100,000 k Total Certificates of Obligation -1,600,000 - Total General Bonded Debt $27,966,730 Proceeds of general bonded debt are recorded in the Capital Projects Funds and are restricted to the uses for which they were approved in the bond elections. The City Charter expressly prohibits the use of bond proceeds to fund operating expenses. The general obligations are collateralized by the full faith and credit of the City and payable from t property taxes. In prior years, the City defeased all general obligation bonds by placing the proceeds of new bonds in an irrevocable trust to provide for all future debt service payments on the old bonds. Accordingly, the trust - account assets and liabilities for the defeased bonds are not included in the City's financial statements. On September 30, 1987, $22,450,000 of bonds considered defeased are still outstanding. Revenue Bonds- Revenue bond debt at September 30, 1987, is comprised of the following issues: i AMOUNT ORIGINAL OUTSTANDING AT - , REVENUE INTEREST ISSUE FINAL AMOUNT SEPTEMBER 30, BONDS RATE DATE MATURITY OF ISSUE 1987 Utility System 4.75 to 9.625 1983 2007 $2502809000 $18,320,000 ` Utility System 9.00 to 12.00 1984 2009 20,000,000 5,700,000 Utility System 8.00 to 11.00 1984 2004 1,000,000 400,000 Utility System 5.00 to 7,00 1987 2009 17,485,000 170485,000 Refunding $63,765,000 $411905,000 as:asasass: saaasaaaaa -30- a i t ti .xs I i 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 _ 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, restri:t 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 ordinarce as of September 30, 1987: !4 Interest and Sinking Fund $4,317,366 Reserve Fund 360000000 r Emergency Fund 250,000 Extension and Improvement Fund 19185,929 , i i ' $8,753,295 1 ~ szzzs_zazz p Assets in these accounts consists of cash and U.S, government ? securities. Related liabilities and retained earnings are as follows: 4 ti Payable from restricted assets- Accrued interest 51,153,717 Revenue bonds payable, current 2,115,000 Retained earnings reserved for bond retirement 5,484,578 $8,753,295 On January 1, 1987, the City issued 17,485,000 in revenue refunding bonds with interest rates ranging from 5,00% to 7.00% to advance refund a portion of outstanding revenue bonds (series 1984 and 1984A). The proceeds of approximately $17,041,000 (net of $444,000 in underwriting fees, insurance and other issuance costs) were used to purchase U,S. government securities, which were 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 bonds are considered to be defeased and the liability for those bonds has been removed from the Utility Fund, The City has currently recorded an extraordinary loss of approximately $3,000,000 on a defeasance of the refunded revenue bonds. The extraordinary loss results principally from the difference between the outstanding principal amounts of the refunded debt and the issued debt. -31- 1 i I F R The Utilities Department advance refunded the outstanding bonds to reduce its total debt service payments over the next 20 years by almost 51056,177 and to obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of 51,082,438. - interest) forrthetyearstsubsequentftotSeptembert30, 1987, arerascfollows: BONDS FISCAL GENERAL CAPITAL YEAR OBLIGATIONS REVENUE LEASES TOTAL 1988 $ 4,145,236 $ 5,453,428 5 959,925 5 10,558,589 1989 4,465,825 5,420,062 376,829 10,262,716 1990 3,6920860 5,2450381 106,890 9,045,131 1991 3,535,631 5,497,669 9,033,306 1992 3,3730622 4,869,012 80242,634 F r 19^" 1997 14,633,765 20,963,200 - 35,596,965 1998-2002 10,144,424 16,523,919 2003-2007 1,5950295 9,212,020 26,668,343 ° 2008-2010 - 3,747,263 10,807,315 3,747,263 Total principal and interest 450586,664 76,931,954 11443,644 123,962,262 Less applicable interest (17,619,934) (35,0260954) (109,385) (52,756,213) Total principal $27,966,730 $41,905,000 511334,259 $ 71,205,989 sazasmszasa axsasxsaams aaxs_ -ass ss asaxaaaasazs Bonds Authorized and Unissued- General obligations bonds authorized but unissued as of September 30, 1987, amounted to $18,095,000. When issued, the proceeds wilt be allocated to the applicable CapitEl Projects Funds. (5) LEASES Leases payable represent the remaining principal amounts payable under lease purchase agreements for the acquisition of vehicles I! ($1,130,073), copier equipment (:93,129), landfill vehicles (563,939), computer hardware and other equipment (541,118). These leases are recorded as capital leases. The vehicles, copier equipment and the 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: -32- i € u Y •a I I General Proprietary Long-Term Year Fund Types Liabilities _ 1988 $ 925,574 $ 34,351 1989 365,167 11,662 1990 99,118 7,772 ' 1,389,859 539785 Less- Interest portion (102,718) (6,667) Net Present Value $1,287,141 $ 47,118 (6) PENSION PLANS i 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 alt full-time employees except firemen and is funded by contributions based on a percentage of r, 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 has no further legal obligations to provide additional benefits after employee retirement. The City's policy is to fund pension costs accrued which include amortization of prior service costs over 20 years. Plan benefit information as of December 31, 1986 follows: i j Date of most recent actuarial valuation December 31, 1986 Actuarial cost method Unit Credit Method Actuarial present value of accumulated plan benefits: Vested $10,462,520 Nonvested 1,5200937 Total $110983,457 azazaaaszzz Net assets available for beneficiaries (book value) $ 9,864,916 sxxsazzaaza ' Unfunded accrued liability 21118,541 Firemen are covered by the Firemen's Relief and Retirement Plan, a defined contribution plan. The City's policy is to fund pension costs accrued which include amortization of prior service costs over 30 years. 'i -33- i t ; 9 1 1 'a 1 1 l I P j As of September 30, 1985, the actuarial present value of accrued plan benefits was as follows: Yested $1,9400531 j Nonvested 208,740 Total $2,149,271 The value of plan assets as of September 30, 1985 was $3,033,206 and the actuarial present value of benefits was calculated using an 8% interest rate assumption. The unfunded accrued liability at September 30, 1985 was $561,^40. The City has no further legal obligations to provide additional benefits after employee retirement. Pension expense for the year ended September 30, 1987, was as follows: °k TMRS $ 835,158 Firemen's Plan 185,903 A` >r, w'.. Total $1,021,061 (7) DEFERRED COMPENSATION PLAN a' The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to all permanent City employees, permits them to defer, until future years, up to 25% of annual gross earnings not to exceed $7,500. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of compensation deferred under the plan, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the property and rights of the City (without being restricted to the provisions of - benefits under the plan), subject only to the claims of the City's general creditors. Participants' rights under the plan are equal to those of general creditors of the City in an amount equal to the fair market value of the deferred account for each participant. Investments (primarily cash and cash equivalent) in the deferred compensation plan are recorded at market value. (8) COMMITMENTS AND CONTINGENCIES jl Agreement with TMPA- In 1976, the City, along with the cities of Bryan, Greenville and Garland, Texas (the "Cities") entered into a Power Sales Contract with the Texas Municipal Power Agency (TMPA). TMPA was created through I -34- I r. .l ! I concurrent ordinances of the Cities and is governed by a Board or Directors consisting of eight members. two appointed by the governing body of each city, Under the terms of the agreement, TMPA agreed to construct or acquire electric generating plants to supply energy and power to the Cities for a period of not less than 35 years. The Cities in turn agreed to purchase all future power and energy requirements in ( excess of the amounts generated by their systems from TMPA at prices intended to cover operating costs and retirement of debt. In the event that revenues are insufficient to cover all costs and retire the outstanding debt, each of the Cities has guaranteed a portion of the unpaid debt based, generally, 1,pon its pro rata share of the energy delivered to consumers in the prior operating year, As cf September 30, 1987, total TMPA debt outstanding was approximately $1,742,640,000, and the City's guaranteed percentage is approximately 22%. In the opinion of management, the possibility of a R material payment under this guarantee is remote in that TMPA is a generating operating profits and assets exceed liabilities, Presently, TMPA operates a 390 megawatt lignite-fueled eneratin g g plant and has an interest in a nuclear-fueled generating z,- 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 follows: - y _-----September -30-,------ r (Unaudited) 1987 1986 (000's) (000's) OPERATING REVENUES ~ ; 1899747 5 191,929 r OPERATING EXPENSES 88,827 92,483 OPERATING INCOME 100,920 99,446 OTHER NONOPERATING SOURCES (USES) (62,849) (640908) CURRENT ASSETS 33,136 280690 TOTAL ASSETS 1,806,048 1,751,781 LONG-(ERM DEBT 1,7679903 10716,347 TOTAL LIABILITIES 1,794,410 1074),P24 TOTAL EQUITY 110708 9,957 -35- s ti • =''r r s ,'n' T - - - - ;I i i j Flow Memorial Hospital- i The City of Denton and Denton County participate jointly in W the selection of Board members of Flow Memorial Hospital. Flow Memorial Hospital is administered by a seven-member board comprised of four members selected by Denton County and three members selected by the City of Denton. Certain contributions are provided by the County ! and City. At September 30, 1987, the City had provided Flow Memorial Hospital with S215,508 of support for operations, j Selected financial statement information of Flow Memorial Hospital is as follows: September 30, 1987 (Unauditedl986 OPERATING REVENUES $10,657,024 $139891,194 OPERATING EXPENSES 12,596,268 14,689,417 OFERATING INCOME (LOSS) (1,939,244) (7986223) OTHER NONOPERATING SOURCES 479,162 280,187 TOTAL ASSETS 8,037,907 9,549,663 CURRENT MATURITIES OF LONG-TERM DEBT 429,608 416,838 LONG-TERM DEBT 1,576,316 1,4271694 TOTAL LIABILITIES 3,855,281 4,110,132 TOTAL EQUITY 41182,626 5,4390533 Agreement with Lone Star Gas Company- z, . During 1983, the City entered into a natural gas sales contract with Lone Star Gas Company which provides for natural gas through 1988 to be used as fuel for the City's electric generating facilities. The contract requires that the City estimate its future use and provides penalties if actual usage is less than 40% of the estimate. No penalties were incurred during fiscal 19861 and management does not anticipate ~,ny during fiscal 1987. j 1 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 for 30 years. -3b- - S CAI' In addition, in 1980 the City and the City of Dallas r contracted with the Corp of Engineers for the construction and development of Ray Roberts Reservoir in Denton County, In the contracts with the Corp of Engineers, the City will pay for twenty-six (26X) per cent of the construction cost and Dallas will pay for seventy-four (74%) per cent. Water obtained from the Reservoir will be pro rata on tie basis of each city's proportional share of total construction cost. The closing of the dam was completed in 1987 with water being available from the Reservoir in aPA roximatel 1991. The thy estimated total cor!~truction cost 'at 1980 was $37,438,400. Of thisamounthethe beginning estimated project in investment cost for present demand is $19,641o600. The amount pofjthe project investment allocated to the storage for present demand shall be paid in fifty (60) consecutive annual installments, the first of which shall be due and payable within thirty (30) days after the City is notified by the contracting officer that the project is completed and operational for water supply purposes. Annual installments thereafter will be due and payable on the anniversary date of the first payment, The project investment cost allocated for the remaining i 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 water supply is required to be made during the first ten (10) years following the date the project is operational for water supply unless all or a purposes 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 t, is used, the amount of the project investment cost allocated thereto, plus interest applicable to tsch portion as provided, will be due and payabir on the date of the first use of such portion. The said amount due shall be paid within the life of the project and not to exceed ^ fifty (60) 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 be 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, i -37- i i a i 1 j 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, 1987. (9) SEGMENT INFORMATION FOR ENTERPRISE FUNDS Segment information for the year ended September 30, 1987, was [ as follows: y q i Utility Sanitation System Fund Total • OPERATING REVENUES $73,120,971 $2,950,997 $769071,968 " 1.4 DEPRECIATION 4,215,005 116,127 4,331,132 I r OPERATING INCOME 90076,559 553,150 916290709 l= OPERATING TRANSFERS OUT 4,980,779 230,000 59210,779 NET INCOME (LOSS) (873,030) 224,995 (648,085) j CURRENT CAPITAL CONTRIBUTIONS: - Ir In aid of construction 19885,81, - 1,885,811 I ACCOUNTS RECEIVABLE: _ Accounts receivable, gross 9,940,973 - 9,9409973 Allowance for uncoilectibles 3,896,300 - 308961300 Accounts receivable, net 6,044,673 - 6,0941673 1 PROPERTY, PLANT AND EQUIPMENT ADDITIONS 8,270,165 47,730 8,3171895 TOTAL ASSETS 131,169,740 2,2769202 133,445,942 NET WORKING CAPITAL (DEFICIT) 31,449,519 510296 31,500,815 r- BONDS PAYABLE-NET 402975,0/0 1,6009670 42,575,740 TOTAL EQUITY (DEFICIT) 80,9379912 (469,006) 80,468,906 i , 1 i -38- I j r, I ~ a, i I r (10) INDIVIDUAL FUND DISCLOSURES Individual fund disclosures as of and for the year ended A f', September 30, 1987, are as follows: Deficit Fund Balances/ Interfund Interfund Retained Earnings Fund Receivables P_ ayables (1f and) E General Fund $ 301,351 S 10327,991 $ Special Revenue Funds: Community Development Block Grant _ 31,634 _ " " - Recreation 54,678 Criminal Justice 11,643 19,430 Other 75,000 Debt Service 46,629 96,559 Capital Project Funds: Airport Improv?ment _ Street Improvements 30,990 - * 986rBondrF~ndts 49,585 _ 16,224 _ *~,0 4 Enterprise Funds: Utility System 4,489,733 41945,469 _ ( . Sanitation 2,167 ~908,O6i (469s006) { :'s Special Assessments - 15,954 r ^F (215,110) Internal Service Funds: f Working Capital 198,758 1,321,399 (138,444) Motor Pool 961,114 _ Trust and Agency Funds: Expendable Trust 931GO4 1 Agency - Payroll 2,690,735 52,755 I Total 3 81870,734 3 8,8700734 eaeeeeaflee ae:as+a:e: IFr' V ~ 1 1wl ~ff ~ ! .J -39- i~ , f•r- J I' i 1 - i s 1~ 111 L I L+ ~ ~ [1 8 l I .rli 'If i 1 S `y i {Yr,y~ e ~ 'i li 'It Lr s t "7 l L~ i l it : it 1 IrI111 r , F • ,J 1 a: 1 1 / h F s i a . _I 1 .n. r , k t~ f i y~ CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 SUMHARY OF SPECIAL REVENUE FUNDS Federal Revenue Sharing - to account for the operations of projects utilizing ~ evenue Sharing Entitlements. Such entitlements are issued by the Office of yl Reverue Sharing and may be utilized at the discretion of the City. s Community Development Block Grant (CDBG) - to account for the operations of 4 projects utilizing Community Development Block Grant Funds. Such revenues are restricted to expenditures for specified projects by the Department of Housing and Urban Development. A Recreation - to account for the revenues and expenditures for the recreation PPrograms which are self-supporting. All expenditures will be reimbursed IDO%. Various business operations, such as concessions, fall into this - account, Criminal Justice - to account for revenue received from the State of Texas ! Criminal ustice Division, Emil Fowler Librar - to account for fines, donations, memorials and gifts to the L rary that are restricted to the Public Library. j All Other - to account for miscellaneous special revenue sources which are required to finance specific activities. _l i , { Wa -al- y~ 1 `1 + r i I r 1 i CITY OF DENTON, TEXAS 1 j COMBINING BALANCE SHEET - ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 1l Federal Community k Revenue Development Criminal ASSETS Sharing block Grant Recreation Justice Cash and deposits ; - } 21,623 $189,133 } - • Other receivables - 211 Due from other funds - - - 11,643 s Due from other governments - 25,404 - 7,787 tt 1J}~ Ts Total Assets 47,032 189,344 19,430 . t LIABILITIES AND FUND BALANCES l Liabilities: I Deficit position in pooled cash } - } - ; - } - „ Accounts payable and accrued expenses - S,S64 13,844 Retainage Payable - - - - r i Deferred Revenue - - Z1,377 Due to otl er funds - 31,634 54,678 19,430 y - Total Liabilities --40,198 89,899 19,430 ti Fund Balances: r- ' Reserved for encumbrances - 888 25,006 - Unreserved- a Designated for subsequent years' expenditures - 51946 74,439 - Total Fund Balances - 6,834 99,445 Total Liabilities and Fund Balances } - 47,032 $189,344 } 19,430 r~_.'. aauuu uaaeaa aeu uaa uaaaua 1 r C -41• , s ' a- a r Totals a f Year Ended Emily Fowler All September 30, September 30, Library Other 1981 1986 3 m $11.120 $43,355 ;265,236 $376,305 35 246 26,495 75,000 86,643 14,987 i 33,191 92,379 111,120 $118,390 $385,316 $510,166 . I 1.161 909 24,498 29,535 ; i 2,414 _.J - lO5,T42 112'639 _ . 1-181 909 151,617 260,868 1 9 f . rf~ ~ 1 y 6,506 1,760 34,160 f ? . , 49,621 f 3,433 115,721 199,539 199,671 :i _ r 9,939 117,481 233,699 249,298 . 1 } ;11,120 $118,390 1385,316 $510,166 q,tl, tt p„Yff! r 1 , .1 4 1.: t 1 „ -/3. x .I it r I i t I I 4 j CITY OF DENTON, TEXAS , COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CNANGFS IN FUND BALANCES - ALL SPECIAL REVENUE FUNDS + FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 f { k, Federal Community Revenue Development Criminal _ Sharing Block Grant Recreation Jsstice Revenues: Intergovernmental ; 8,362 ; 581,599 50,090 $ 45,771 Fees for services - - 393,330 - Interest revenue 5,968 Mircellaneous - 7,333 95,932 56,690 ( Total Revenues 8 ,.v62 588,932 545,320 102,461 ?f~~ 1 Expenditures: Current- General government - 520,850 - Public safety - - 89,315 Parks and recreation 558,143 - Capital outlay - 56,732 15,747 Expenditures - 577 582 574,190 89,315 Excess of Revenues Over (Under) Expenditures 8,362 11,350 (28,870) 13,146 Other Financing Sources (uses): Operating Transfers In - Operating Transfers Out (81362) - (61,662) - Capital Leases 3 Total Other Financing - 1 Sources (Uses) (8,362) (61,662) - Excess of Revenues and Other 1 Sources Over (Under) Expenditures and Other Uses - 11,350 (90,532) 13,146 Fund Balances (Deficits) • October 1 - (1,516) 189,977 113,146) - p......- ;...6,834 -99,445 Fund Balances September 30 ' aura- aurr urr rrr err ar ruuarr 5 1 _ -4/. ) E ' e n- it r y~ ir` , fi ~I ~I i r i ' I Total s r~•s Year Ended Emily Y. Fowler September 30, September 30, Library All Other 1987 1986 w p ; - 134,102 } 719,924 41,379,906 4~ - 50,469 443,799 357,261 5,968 3,626 43,970 9,638 213,563 227,983 _ _ •43,970 •94,209 1,383,254 1,968,776 ~M * r 2,648 91,010 614,508 215,523 ' 69,315 108,673 - - 558,443 420,340 341084 - 106,563 $71,268 36,732 91,010 1,368,829 1,315,804 . . i } 2a i 7,238 3,199 14,425 652,972 4 1 A. i 'i - 151000 15,000 I 135,0001 (105,024) (591,712) - - - 33,225 i ° 40,000 (30,024) (558,487) ti i y.;i ; 1? 14 1,238 43,199 1151599) 94,485 ~ 21701 74,282 249,298 154,813 J } 9,939 $117,421 ; 233,699 $ 249,298 wages., uuaauo ......226. n' s ' 1d • r y, -45• , f f + li 1 9 A 1 h I 1 { F i i w 1 1 1 {Mr ' ..Y f ~ r I I 0 r { S r r is it T fl 1 y ~ t e r i F,. i . kN, i t { j CITY OF DFNTON, WAS f FOR THE FISCAL YEAR ENDED SEPTEMBER 309 1987 SUMMARY OF CAPITAL PROJECTS FUNDS e. siw Air ort Im rovement Gra t Fund - to account for FAA Grant in aid for runway + ex ens on an a rpor eve opment. General Pro ects Fund - to account for investing nonrecurring funds in capital pant expans on or improvements, extraordinary maintenance projects, j 1 facility construction or other large nonrecurring projects, funded by r.. operating revenues. x Street Im rovenent fund - to account for repairs and rehabilitation of city streets un e by grants and bond proceeds. Williams S uare Fund - to account for paving downtown parking lot to provide ' { par ng of n central business district funded by bond proceeds. Construction Projects Fund - to account for major rehabilitation and construc- tion on o ac t es un ed by bond funds. l Other - to account for miscellaneous capital revenues and expenditures. { p V j E 5 L Rn'' ~ ~ • x el i A d 1 r y; , F l i y.I 4 1 -47- M t 1 41 s f i 4 J CITY OF DENTON, TEXAS COMBINING BALANCE SHEET • ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEA.1 ENDED SEPTEMBER 30, 1987 a:x Ih Airport Improvement General Street Williams 1986 Band 3 ASSETS Grant Projects Improvement Square Program Cash and deposits $460,126 $226,000 $8,735,115 ;45,011 $4,409,247 Receivables (net of alloxanca for uncollectiblesl: Accrued interest 2,387 247 90,924 155 13,802 Other - 21,298 - Due from other fumh - - - - e ' 1 Out from other governments 262 - - - 1 II ` + R r+ F't Total Assets $4621715 $226,247 $8,841,331 $46,169 $4,423,049 r, P T 41 LIABILITIES AND FUND BALANCES e a Liabilities: Deficit position in pooled cash $ 3,468 S - 11,000 - ; 49,513 _ Accounts payable and accrued expenses - - 169,139 - 36,870 i Retainage payable - 160.261 - 11,206 Due to other funds 49.585 30,990 16,224 Deposits - - 43,605 - Total Liabilities 3,468 49,585 414,995 - 113,813 r Fund Balances: r. Reserved for encumbrances - 6,932 581,726 - - Reserved for capital projects 459.307 169,730 1,850,616 45,169 4,509,236 it Total Fund Balances 459,307 176,662 8,432,342 45,169 4,309,236 Total Liabilities and Fund Balances ;462,775 $226,247 $8,8471337 $45,169 $4,423,049 Appeases ...eases \\ta\l\\\a *peewee \aes►es\s• y, . -48- 7' Y r rA , i I V ' i I` Totals f a Year Ended I' 'Construction September 30, September 30, Projects Other 1981 1996 1499,596 ; 26,747 ;14,401,845 ;11,616,112 i a 3,352 - 110,867 434,972 21,298 8,350 tf, "'v" 262 262 1502,948 126,747 ;14,534,272 ;12,069,696 ,ia w 63,981 ; 56,730 206,009 104,678 171,467 105,526 96,799 733,452 43,605 48,048 1 ? i 581,861 1,046,634 rc. , I f - 32,414 621,132 938,832 502,948 (51727) 13-331-279 10.072-230 s r 502,948 26,741 13,952,411 11,011,062 + F r f 9 ;502,948 126,747 ;14,634,272 112,OS9,696 r.,1 ~ 1 al a\ t Y 1` #a y~j ,J •49- M y j a y 1°5 f r r. F F I 4 I I i 1 CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL CAPITAL PROJECTS FUNDS + FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Afrport Improvement General Street Willlams 1986 Bond Grant Projects Improvement Square Program Revenues: Intergovernmental ; 16,935 $ - In Grist revenue 19,412 13,150 568,544 2,519 73,344 V I Miscellaneous 1,682 - 26,468 .....4425 I j • t . - Total Revenues 36,229 13,150 595.012 2 519 77 ,769 Expenditures: 1 capital outlay 79,142 46,708 2,281,835 - 3680513 r Total Expenditures J9.142 46,104 2,281,835 368,553 Excess of Revenues Over (Under) Expenditures (10,913) (33,558) 11,686,823) 7,519 (290,764) Other Financing Sources (Uses1: Proceeds of long-teem debt 500,220 - - - 4,600,000 Operating transfers in - s Operating transfers out - (50,000) - • v ; Total Other Financing Sources (Uses) $00,220 (50,000) - 4,600000 i Excess of Revenues and Other Sources Over (Under) Expendltures and other Uses 459,307 (83,558) (1,686,8231 2,519 4,309.236 I Fund Balances - October 1 260,220 10,119,165 42,650 r° 1 Fund Balances - Scptember 30 $459,307 $176,662 $ 8,432,342 $ 45,169 $4,309,236 saammeme I y~ 1 " ZI -50. i 5 i •L Y I C t Totals a' Year Ended 3 Construction September 30, September 30, I tr Projects Other 1981 1986 ~r 52,666 } 69,801 ; 39,855 " 28,562 705,531 911,405 P"'y r 16,000 48,115 246,638 " J p 1 . 28,562 68,866 824,107 1,197,898 ' KA,t6 I:~ly~f P I ..J s~,E 156,760 2,932,978 2,935,136 A, 156.760 _.2_932,978 of 28,562 (87,894) (2,108,8711 (1,731,238) ` 51100,220 k 4+~''~+ + 1~ ~t - 2630102 550,0001 (674,286) J - 5,050,220 (410,584) y M ` .....Y....• fI ~M1{y }I rl 1~ I ~1 f t 28,562 (67,894) 2,941,349 (2,147,822) ~K w i t t : ~ ` fa '"5 i k~s 114,386 114,641 11,011,062 13,158,884 •,'r X5021948 126,747 ;13,952,111 ;11,011,062 14MMIffiss assessed •51• I . y T J > , t } 1 I V 1(~ t ,t r 5' ~ l ~ d 1 w u p` a _ M l y 1 , f fn I 1 i j7 CITY OF DENTON, TEXAS j FOR THE FISCAL YEAR ENDED SEPTEMBER 30 1987 SUMMARY OF ENTERPRISE FUNDS k { Unlit S stem - To account for tt,a provision of utility services to the res en s o the City. All activities necesa to t not limited such services , in this Fund, including bu are accounted for T rations, maintenance, financing and related debt service. tration, ope Sanitation - To account for the provision of sanitation services to the res eof the City. All activities necessary to provide such services are accounted for in this Fund, including, but not limited to, adminis- z~ t : r ry tration, operations, maintenance, financing and related debt service. y o t d~ l~ I r ~ f ,'t -wl s iY r I ` y ! F i! J I' 1lj J -53. z ,I } 1 $V - ~ r 4 y CITY OF DENTON, TE4A5 COMINING BALANCE SHEET - ALL ENTERPRISE FUNDS _ FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 - Utility ASSETS System e 'r $ 21,857,448 i' ,P cash and deposits Receivables he: of 114a+ances for uncollectlblesl• 6,044,673 yva Accounts 5,123,441 Unbilled utility service ~ 200,253 i Accrued interest 434,187 0tner 4,489,133 Due frog other funds 1..4j Merchandise inventory, at lower of cost or ! 1,244,669 market j Prepaid expenses and deposits 8,753,295 Restricted assets 83,021,43S R Fixed assets (net of accumulated depreciatton) ' Total Assets 1131,1690740 ti . y} t .r 4 ~r,• 'ri V 4 , s •54• 's • ~ r I I ~I try Y.~ ~ Totals if September 30, September 30, Sanitation _ 1987 1986 ~H 10,404 $ 21,867,852 126,445,964 - 6,044,673 10,075,062 { 137,592 5,261,039 4,098,287 'q - 200,853 819,935 `r 73,666 507,853 1,157,697 r 2,167 4,491,900 2,987,629 t - 1,244,669 1,244,669 139,236 8,753,295 810191040 " ` 20052,373 85,073,808 8110871045 p i $2,216,202 $133,445,942 $136,074,564 ~ 3 ^ ~ ~ nuuuaa auuaauua of as a,uufa "k ' 1 V •b~ ' k 1 .wt ~ 11 11 I , i. .i r a 1 s + Y V 1 M("s err r r ~a + 1 V ,1 1}1.V N CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - ALL ENTERPRISE FUNDS (continued) FOR THE f15CAL YEAR ENDED SEPTEMBER 30, 1987 Y Utility LIABILITIES AND FUND EQUITY Systen „ LIABILITIES: Deficit position in pooled cash ; 325,150 t' F , x Accounts payable and accrued expenses 1,805,825 i l Retainage payable 180 I v'r v' r ',y r Accrued vacation leave 335,180 4 a, ; Meter deposits 532.688 I Payable from restricted assets-' ` Accrued interest 1,311,267 ` Revenue bonds payable, current 2,115,000, ,1'r C x" i Due to other funds 4,945,468 L Capital leases payable - Ii 4r' " Revenue bonds payable 38,860,910 E \ General obligation bonds payable - f r Total Liabilities $0,231,828 4 L 1t ~ FUND EQUITY3 Contributed capital- From other municipalities or governmental units 14,903,082 In aid of construction 19,971,230 1 Retained earnings (deficit). r- s Reserved for bond retirement 5,484,578 Unreserved 40,579,022 r - " Total Fund Equity (Deficit) 80.937.912 ja r I` Af TA ~ r ~fi M Js Total Liabilities and Fund Equity ;131,169,740 r y, s t yy f ~ 1 $5 ' } Y i 14M1 { , - fir-. - , a`I I * ~1 4 r, R',Y r, ~ a 5'yY o r..1 F ~ r I i l , 1 1 4 Totals September 30, September 30, Sanltatfon 1987 1986 47,545 372,495 f 641,242 " 43,638 1,849,463 4,481,371 180 92,588 ' 67,596 403,776 305,019 t' ~ 532,688 315.49} ~ li iAl''' r"- dd I 4° tl r 13,954 1,325,221 1,374,438 21115,000 2,020,000 908,066 5,853,534 70942,558 t 4.'y` et 630939 63,939 159,S14 - 38,860,070 37,850,342 1,600,670 1,600,670 1,660,871 ~ Y `i? r -2,745,208 52.977.93b ' - 56.843-434 - Yy i 11 - 14,903,082 14,903,082 19,971,230 18,085,419 6,484,578 4,624,602 (469.006) 40,110,016 410618,027 31-130 (469.0061 -80-466:906 .79.2 III ~ i % 12,276,202 $133,445,942 1136.074,664 I~ i~~ aaa sa rasa as ssaUaa ua faao uaa asa 1 ; 91 i 1 1 r ?C ,I M y ~ I y f~ 1~ 1 I i f 1 I 'll .t r j. 1 . • Y i 1!1 4 011 II.d yl l• - i I 1 I I CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 II ~tls11em ty _ y Sanitation OPERATING REVENUES: a Electric service X62,123,026 Water sere ce 6,721,146 kwer service 4,084,366 Charges for services - 2,897,226 t Sundry 192,413 53,771 Total Operating Revenues -73,120971 -2 : 950 _ 997 OPERATING EXPENSES: - . - Purchased power 46,588,463 Fuel 1,597,402 Purchase of water 828,668 ; Na al~aaries and wages 5,8877U2,g 64116 1,103 866 Nntenancinensdu~epeirs 2 114I6A N Oeprtcfatlon 4,215,005 116,127 2. r~ miscellaneous 237,323 741,002 i' " I Total Operating Expenses 14,044,412 -2,391,847 t~ 41 ),0)6,559 553150 I y, +r S Operating income (Loss) a ; ^ NONOPERATING REVENUES (EXPENSESI: r 1,847,603 Interest expense and fiscal charges 13 423,4731 (97,579} Other x328,044 (576 Total Nonogereting Revenues (Expenses) T508,9H I - (98,155} ,i+ a 1F Y'. ` Income (Loss) Before Operating Transfers and Extraordinary Item 7,161,645 454,995 OPERATING TRANSFERS (OUT) (4,960,779) (230,000) j r . Intone (Loss) Before Extraordinary Item 2,186,866 224,995 E r EXTRAORDINARY ITEM (31059,896) 995 L. Net Income (Loss) (873,030) 224 RETAINED EARNINGS (DEFICIT) - October 1 46,936,630 (694,001) r,. RETAINED EARNINGS (DEFICIT} - September 30 146,063,600 ; (469,006) + `l 'i -58- ; i 'p F I % f 1. t - w r t I Total s ~r~Ended. Yea _ . .Se~tember. temDer30 198T....... P 30, 1986 e P { r7 r' 1 $62,123,026 $64,206,493 6,721,146 5,364,792 4,064,386 3,901,909 2,897,226 2,604,878 246,184 94,168 76.071,968 16_172.840 i 1 1 46,588,463 46,414,266 k a 1.828.668 2,316,717 707,345 61976,277 6,096 752 9 763,280 ~r 2,378,712 23114 4,331,132 3:631:970 2,978,325 2,291,017 E . i 66,442 259 64,527,222 ~ 11,645,618 L 1,847,603 2,279,961 (3 526,0521 (4 166,443) 1 5328,620 504,6021 r 12,007,069) ( ~7,622,640 9,254 534 1 ~ (5,210,179) (4,861,4311 r„ 1 ' E 2,41!,861 ~~4,393,103 (3,059,896) 112,703 (648,035) 4,505,806 46,242,629 41,736823 629 •1 jJ 1 a 1 ' ,1 ' ) i CITY OF DENTON, TEXAS i SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL - (BUDGET BASIS) - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Utility System Variance- Favorable Budget Actual (Unfavorable) OPERATING REVENUES: Electric service $63,704,100 162,123,026 1{1,581,414) Ur serv~ce 7,679,0330 6,721,146 11,057,8541 Sewer service 5, 04,7 2 4,08 ,386 (1,420,346) ' Charges for services - Sundry 15,500 192,413 116,913 Total Operating Revenues 77,063,732 73,120,971 (3,942,761) ' q OPERATING EXPENSES: Purchased power 46,021,225 46,588,463 (567,238) Fuel 2,833,060 1,597,402 1,235,658 Purchase of water - - - Saleres and wages 71512,629 5,872,411 1,640,218 q1 Materials and supplies 719,060 659,922 59,138 ; Maintenance and repairs 2,670,630 2,381,110 289,520 M13cellaneous 2,924,297 2,283,022 641,275 r Capital Outlay 4,147,241 11452,985 2,694,256 - - Total Operating Expenses 66,828,142 60,835,315 -•5,992,827 r Operating :ncome (loss) 10,235,590 12,285,656 ••2,0500066 'L9:e i., NONOPERATING REVENUES (EXPENSES): Interest revenue 563,000 1,847,603 1,284,603 Interest expense ai,d fiscal charges - (3,428,473) (3,428,473) Other - (328,044) (328,044) r. Total Nonoperating Revenues (Expenses) ---.563,000 (1,908,914) (2,471,914) Insoroe `(Loss) Befor~a Operating { - TrsnaYare and Extraordinary Item 10,798,590 10,376,742 (421,848) OPERATING TRANSFERS IN (OUT) (10,762,364) (4,987,424) 5,174,940 Intone (Loss) Before Extraordinary item 36,226 (3;059;6961 13;059;8¢6 EXTRAORDINARY ITEM ) Net Income (Loss) 36,226 2,329,422 2,293,196 RETAINED EARNINGS - October 1 46,936,630 46,936,630 - • RE7AINED EARNINGS (DEFICITI - September 30 (Budget Basis) 46,972,856 49,266,052 21293,196 ENCUMBRANCES AND CAPITAL OUTLAYS NET OF 1 j DEPRECIATION INCLUDED ABOVE (3,201,452) (3,202,452) RETAINED EARNINGS (DEFICIT) - September 30 - W (GAAP Basis) $43,770,404 146,063,600 1 2,293,196 •~~~ua~u• •a uaa~a~u uuu~r~~• x`1 1, I I ,.1 u _60_ i ua 7 !'r w rv ( l 7 sanitation Total III Variance- Variance- F vorabl Favorable Ya Budget Actual (Um avorab~e) Budget Actual (unfavorable) . ; ;63,704,500 X62,123,026 ;(1,581,474 7,77799 07000p 6,772211 14466 1,057,335q4g 2 788 084 2 897,226 109,142 2;788;084 2;897;226 ~l.i 9;142 l 4,000 $3,771 49,711 79,500 246,184 166,684 2:792_084 2;950,997 -.158,913 .19:855,816 76.071.968 _(3,783.848) 46,021,225 46,588,463 (567,238) t - 2,833,060 1,591,402 1,235,658 1,164,979 11103,866 61,113 8,611,608 6,976,277 1,701,331 198,515 1111363 21,152 917,575 837,285 80,290 4• 266,542 31,738 2,974,910 2,611,652 127,258 845. 68) ,697 165,424 3,777,416 2. 6,719 06,694 y k~Ciw a 57,381 155,412 (98,031) 4,204,622 1,608_397 2596,225 2,574,276 2,386,880 187,396 .69,402,416 63,222,195 ••6_180,223 E f . p a 1', 211,808 564,117 346,309 0,453,398 12,849,113 2,396 3Ti ,603 ,214,603 563,000 1,817 - (97 579 (97 579 (3 56,052 I~ 526052)) 5 .....1576~ .....~5T6~ (98,155) (98,155) 563,000 (2,007,069) (2,570,069) ?a 217,808 465,962 248,154 11,016,398 10,842,704 (173,694) (212,4681 (230,000) (17,532) (10,974,832) (5,211 424) 5,757 408 } ,340 235,962 230,622 41,566 5,625,280 5,S83,714 _ - (3,059,896) (31059,896) 1,340 235,962 230,622 41,566 2,565,384 2,523,818 . -(694,001) •(694,001) 46,242,629 .46,242,629 (688,661) (458,039) 230,622 46,284,195 48,808,013 2152368;8 1 (10,967) 110,9611 (3,213,419) (3,213,419) ;a 3,2:::3 818 j i(::::8) ;1469,0061}230 b22 1::.::::::: $45.694,594 .61. 4 1;+ i E CITY Of DENTON, TEXAS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 - j Utility System Sanitatfon SOURCES OF WORKING CAPITAL- operations- 2,186,866 2248995 ' Net income (loss) before extraordinary Stem ~ Items not requiring working capital- 4,215,005 116,121 Depreciation 26,905 Amortization of bond discount and expense r y 6,428,776 341,122 fi 1 Working Capital Provided by Operations t r' Extraordinary item (3,059,896) 4 17,485,000 Proceeds from salt of Revenue Refunding Bonds Contributions• 1,885,811 - ! in aid of construction Total Sources of Working Capital 22,739,691 341,122 it Js ....u•u.. •._u u.u. - 1 ' a USES OF WORKING CAPITAL: 8,276,165 41,730 Acquisition of property, plant and equipment 16,502,117 155,775 Reduction of long-term debt Net chengt in restricted assets and liabilities 5970181 91,291 ! payable fro restricted assets 25,369,523 294,796 • Total Uses of Working Capitol ,at Increase (Decrease) in Working Capital ¢(2,629,832) $ ..•46,326 ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: Increase (decrease) in current assets- 10,404 Cash and deposits ;(1,588,516) Accounts receivable (2,8851797) 18,160 Inventory 72,873 23,236 other current assets •17,401,440) 51,8OD s v. ? (Increase) decrease in current liabilities- Accounts payable and other liabilities 2,958,033 (63,726) (217,197) - Motor deposits 2,030,772 58,252 ' Due to other funds 4,711,608 (51474) Net Increase (Decrease) in Working Capitol $12,629,832) 46,326 .62. f f { l 3 3 Total s Year Ended Septemher.30, 1981.. .September 2,411,861 ; 4,393,103 4,331,132 3,638,970 26,905 26892 61769,898 8,058,965 ` L 112,703 Y, . IS,659,896) 17,485,000 1,660,871 r ~ !~1'; ° j 1,985,811 A,5T5,625 ~ i 4 rtn v 1. ~4~ j r I., f Mai ' 23,080,813 14,408,164 t s, 12,377,842 8,311,895 3,908,689 ' ~ ' 16,667,952 688,412 1298,620) j ` I!l! 25664.319 15.981=911 l E 'I 7 ;(2,583,506) $11,579,741) r rN .aafuutl• ~ i >}(4,5T8,1121 $2,611,406 (2,867,6311 (542,3801 `.a 1,999 zM r 96,109 819,695 r { _ ;r"+S (1,349,640) 21896,720 „ ; J 2,.94,301 (2,9416232) 1 {211,197) 10,581 . 2,089,024 (1,545,816) g ' 417660134 14,476,4671 i. $(20583,506) $(115790747) ,a } -63- ( t i r. { f a rr d ~ ri a I 3 t Y L. l~ N I ~ f t ~ t 1 y y rl I f ~4 ~ ~ ~ I ~e 41\': W y .y LI ; ; v. dhz 1 l~ i 11 J r + r I l F~ i Y I L.. I ~ 1 Y ~ 1 !1 r it rr± J )x L 3 \ Y I ' y 4 I 1 Y 14) 4' Sri "1 1 a I I r ~ I CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30 1987 SUMMARY OF INTERNAL SERVICE FUNDS ~I Working CaRital Fund - to account for the financing of goods and services provided by the unicipal Garage, Warehouse, and Machine Shop to other City departments. Such costs are billed to the other departments at standard labor charges and cost of parts plus 10%. Actual costs include depreciation on the building, improvements, machinery and equipment used to 1 provide the service. P 'y u Motor Pool fund - to account for the purchase of City vehicles not budgeted in 14 r other un s. These vehicles are then leased to other City departments, Monthly charges are equal to the vehicle cost less salvage value divided by expected life of vehicle. { r _ • y IF I ~ f. I 1 " ~ 1 9,~ nrI iiJ1 "~1 1 \ i -65- a , ~1 r t y CITY OF DENTON. TEXAS COMBINING BALANCE SHEET . ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 3D, 1987 f + ' ASSETS Working - 13 Capital Motor Pool ' Cash and deposits Receivables 642,542 ` 1,861 1,248 i t Due from other funds 198,758 961,114 Merchandise inventory, at lower cost or market 1,246,273 Fixed assets (net of accumulated depreciation) 349,470 2,586,463 C' '.r Total Assets $1,796,362 $4,291,367 LIABILITIES AND FUND EQUITY g AL, - :wy LIABILITIES: r Deficit position in pooled rash Accounts payable and accrued expenses $ 132,930 $ i leases payable 993,129 3,120 25,052 { Accrued vacation and sick leave 12,277 1,130,073 Due to other funds 12'277 ' 1,321,399 Total liabilities .1,653,415 .1,155,125 FUND EQUITY: Contributed Capital. From other municipalities or governmental units 281,391 2,145,255 r- Retained earnings (deficit) (138,444) 390,987 Total Fund Equity ..'142,941 .3,136,242 Total Liabilities and Fund Equity $1,796,362 $4,291,367 T 1 Yn -66• i k ! i r , 1 ^ M1 N i k j } 7 Totals c ' + September 30, September 30, 1987 1986 642,542 } 31,771 ,k v a } 3,109 255 i - 111591872 2,1020956 1,246,273 1,246,273 j d 3,035,933 3,523,998 • ~ . - 16,087,729 16,905,253 132,930 }1,406,891 71 118,732 43,410 1 ! 1,223,202 1,4440,788 12,271 t+ 16321,399 982,939 ! 2,808,540 3,888,353 tj 1r 3,026,646 3,026,646 € ti 252,543 (9,746) A 3,279,189 31016,900 • $6,087,729 }6,906,253 ;5 aru rrvu •urfuu~ ka i r' r , ~ali r ' ' , 1 A la, r II f V CITY OF DENTON. TEXAS M8INING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - CO ALL INTERNAL SERVICE FUNDS a. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Harking i Capital Motor Pool OPERATING REVENUES: Charges for goods and services ;3,401,648 $1,664,080 500 Miscellaneous ----32.428 61.... r i Total Operating Revenues 3,434,016 1,725,580 1 ' OPERATING EXPENSES: 1 Salaries and wages 458,783 Materials and supplies 2,b47,661 - Maintenance and repairs 61,548 - Depreciation 26,310 1,400,258 Niseeltaneous 182,802 + , . o, 3,377,104 1,400,258 Total Operating Expenses s ,r Operating Income (Loss) 56,972 325,322 r. NONOPERATING REVENUES (EXPENSESI: Interest revenue 2,481 Interest expense and fiscal charges (13,6451 {108,8411 Total Nonoperating Revenues (Expenses) .-.(13.645) -.1106.360) b Net Income (Loss) 43,327 218,962 fi, J "j RETAINED EARNINGS (DEFICIT)- October 1 (181,771) 172,025 M1 ' ,y :s RETAINED EARNINGS (DEFICIT) - September 30 ; (138,444) 390,987 r -68. .j t r s C 1 .i i Totals i Year Ended ' i September 30, 1987 September 30, 1966 c:' 1 $5,065,128 .}4,824,586 93,928 179,736 5,759,656 5,004,322 458,783 439,246 IL,, - 2,647,661 3,065,171 61,548 30,669 1,426,568 1,209,989 182-802 ---178:183 j #3 4,777,362 4,923,258 9 i 382,294 $1,064 c ,r 2,487 2,803 r (122-492) (101.658) (120,005) (104,855) }i 1 %A 2626289 123,791) % x: ,y (96746) 14,045 ° ?t J 252,543 $ (9,746) fro ~ f u „ I 1~ R V~ •I ~ 1r M. t ~.y ! gel s 'ho ~ E CITY OF DENTON, TEXAS I _ r COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Working { Capital Motor Pool e i ty. SOURCES OF WORKING CAPITAL: ; 1 Operations- Net income (loss) ; 43,327 $ 21B,962 Items not requiring working capital. t Depreciation 26,310 11400.253 ! ' i.l i D; •j Working Capital Provided (Used) by Operations 69,637 1,619,220 i ` r Contributions. ;r Other funds dt, a, Total Sources of Working Capital 69,637 1.619,220 i, 1 USES OF WORKING CAPITAL: Acquisition of property, plant and equipment Contributions S5,580 882,923 { - Total Uses of Working Capital 5 $5,560 882,923 ( ri Net Increase (Decrease) in Working Capital •-.-1 IDS ^ f ; 057 $ 736,297 aaauwua uanuata ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL; Y, Increase (decrease) in current assets- ; Cash and deposits - 61017?I Accounts receivable Inventory i,195 11059 Other current assets ..(740.716) (202,308) tips ?i }EPEE 1738,981? . '469,522 ;"i 1 t, (IncrNae) decrease in current liabilities- f'F Accounts payable and other liabilities 1,223.492 -'.194,781 W Due to other funds (470,454) 131,994 {5 4 (t 753,038 326-715 Net increase (Decrease) in Working Cacltal j -14,057 736,297 c.,'+ aauaeaaa aavaaaeu ;S: FYS ~-70- a 1VV s S 4 -M t i i i Totals Year Ended .......................p September 30, 1987 Se temper 30, 1986 262,289 = (23,791) j 1,426,568 1,209,989 ii " t m 1,688,857 1,186,198 504,602 'r.E .1,b'•^.bl 11690,800 r' r y: j 938,503 1,925,646 r r ~ -7+126 t 1 938,503 1,933,372 750,354 $ 1242,572) al; t.j --1 1 610,711 (4441927) 2,854 1,266 art 13,490 4 j (943,084) 9141906 r •1329,4591 484035 4 s 1,418,273 (525,696) 1338,460) (371,311) 1,079,813 (903,0071 ¢ 760,354 (418,212) d `J is • FLY 1 r r . s i I s j CITY OF DEN.-ON, TEXAS SCNEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL - (BUDGET BASIS) - WORXING CAPITAL FUND { FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Working Capital Fund Variance- Favorable Budget Actual (Unfavorable) OPERATING REVENUES: Charges for goods and services : 3,898,324 ; 3,401,648 f (496,676) Sundry 16,000 32,428 16,428 Total Operating Revenues 3,914,324 3,434,076 (480,248) p OPERATING EXPENSES: R k Salaries and wages 497,205 458,783 38,422 ~ 4 Materials and supplies 3,054,938 3,032,000 22,938 Maintenance and repairs 83,267 61,612 21,655 E Depreciation 94,264 55,053 39,211 Miscellaneous 189,936 195,372 (5,436) L, M, Total Operating Expenses 3.919.610 -.3.802,820 -•`-116,790 - Operating Income (Loss) (5,286) (368,744) (363,458) NONDPERATING REVENUES (EXPENSESII Interest expense and fiscal charges 113,645) (13,645) Total Nonoperating Revenues (Expenses) (13,645) (13,645) Net Income (Loss) (5,2861 (382,389) (J17,103) RETAINED EARNINGS • October 1 (1810771) (181,7711 RETAINED EARNINGS (DEFICIT) - September 30 1Budgetary Basis) 11671051) (564,160) (371,103) rI ENCUMBRANCES AND CAPITAL OUTLAYS NET OF DEPRECIATION INCLUDED ABOVE 425,716 4259716 RETAINED EARNINGS (DEFICIT) -September 30 „ (GAAP Basis) 238,659 S (138,444) $ (377,103) '.f ■~,urnru urru urau flruuuru I. •12• , " 1\ S A E A CITY OF DENTON, TEXAS J j FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 SUMMARY OF TRUST AND AGENCY FUNDS EXPENDABLE TRUST FUND Employee Insurance - to account for accumulation of resources for the payment a „r ~w s -1 of employee insurance claims and insurance policies. NONEXPENDABLE TRUST FUNDS II Plus One Contributions - to account for the collection of citizen contributions to a private organization to aid financially distressed utility customers. AGENCY FUNDS Payroll - to account for the collection and payment of the City's payroll and associated liabilities. Deferred Compensation- - to account for the City employees' investment in a deferred compensation plan, ti Y f -73- t. ;4 l S n~ 4 r X' . i 1 4 CITY OF DENTON, TEXAS i COMBINING BALANCE SHEET - ALL TRUST AND AGENCY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 _ l 3 Trust Funds ASSETS Expendable Nonexpendable Cash and deposits $687,203 ; 126 f 1 Receivables: r j Accrued interest 3,247 - o Other - Y }.1J i Due from other funds 93,604 - ~ I *A' Prepaid expenses and deposits Total Assets ;684,054 ; 126 .mass.. 44 1 LIABILITIES AND FUND EQUITY Deficit position In pooled cash $198,619 - M I Accounts payable 136,083 126 j Accounts payable - claims Incurred but not reported 184,616 _ *:1 Due to other funds 1 I Total Liabilities 514,379 • ••126 Fund balanoes • undesignated 164,675 a. Total Liabilities and Fund Equity $684,054 $ 126 w r _ f I 1 f •74- 5 J' x: . r' L rye. 'i' ~i V 4 l j I I Y I 1 Totals 1981 30, 19db Agency Funds September September 30, ~ , i 44' f 134,369 ; 721,698 ; 685,100 3,247 3,638 Y r 20,701 tC':rr{ r" ' j 2,690,735 2,784,339 3,648,926 21,891 t ;2,825,104 13,509,284 $4,386,262 ,f ~ ~ uuuuu uuaeu as aaa uaaaaa $2,443,652 12,642,331 $3,376,651 r1 328,497 464,906 315,789 l 184,616 64,103 ..x ....52=155 ....52:754 1 2,825,104 3,344,609 3,156,543 164,675 629,719 $2,625,104 $3409,284 $4,386,262 ~ ~ auuuu■ •.aaanaa■ uaaausa■ ht{ a f + i f1 •f~ f .a .15. f 1 4 1 Y , n 7 ~ yr A I t CITY OF DENTON, TEXAS STATEMENT OF CHANGES IN ASSETS AND LIABILITIES - ALL AGENCY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 I Balance October 1, 1986 ^ } PAYROLL FUND ASSETS Due from other funds 13,569,817 Total Assets $3,569,817 LIABILITIES 5' 1- 1 'tk " i r+ Deflect position In pooled cash ;3,362,896 e w. I Accounts payable 206,921 1'+ q~ rt" T . Out to Other funds g. s z Total Liabilities * j3,569,d1) DEFERRED OOMPEMSATION FUND ASSETS Cash and deposits ~ 26,440 Total Assets 26,440 LIABILITIES - Accounts payable - due to participants ~ 26,440 Total L1abllttles ; 26,440 TOTAL AGENCY FUNDS ASSETS Cash and deposits ; 26,440 Due from other funds 3,669,817 w. Total Assent' X3,596,257 E L.. t q< LIABILITIES ' Deficit posltIon in pooled cash $31362,896 Accounts pe3sbl• 233,361 We q Other Funds . Total Liabilities ;3,596,2E7 uu!!u!e r, r k;j •76• ' A A a L 5 t { i Balance Additions Deductions SeptemDer1987 879,082 $2,690,735 ..879,082 $2,690,735 ' ' $ $ 919,244 12,443,652 f y 12,593 194,328 y.3 52,755 - 52,755 Y'' r t y 1~! yM _ F $ ••931,837 $2,690,735 ! r ~ y A~!, ~ ■„i,/a//■ tl0/ail/. ' Y LLf y~M Y~1 7 I ` 110,351 $ 2,422 $ 134,369 „ } 134,369 110,351 2 2 Idessoommom 2,+22 $ 134,369 rl $ 110,351 $ r r~ ^i '`r $ 110,351 $ 2,422 $ 134,369 ~ ■uuau,l uuauu, , 31~ I 110,351 $ 2,422 $ 134,369 t 819,082 2,690,135 ,"e 1 " 881,404 $2,826,104 ~ ~ . n $ 110,351 $ I~ 919,244 $2,4430652 $ 110,351 $ 15,015 328,697 ' % 52,155 52,155 fi'I $ 1630106 $ 9340259 $2,825,104 i r; R i4 V 3 T r A•,e 1 1 Y t ~ k G.a 1 . I 1 S~ Y ' i ~ r 1 s , S ai' ' t r, ~ f r" Lv` h ~ y t . 91 "1 i V I fS 3 n i yy l I 9W~~ l 1. f f f ~f v 41 4 N CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 GENERAL FUND SUPPLEMENTAL INFORMATION SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL f • J Ny" IT 1 A ~r .rte i .J 1 I ti 11• F 1 lh ~ I ti •79. ~t i • • r ) f CITY OF DENTON, TEXAS , . GENERAL FUND - SCHEDULE OF EXPENDITURES . 1 BUDGET AND ACTUAL "a FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable Budget Actual (Unfavorable) GENERAL GOVERNMENT: Administration (0001) Personal Services 362,791 $ 339,832 $ 22,959 ' Supplies 25,391 24,907 484 ' Maintenance 1,976 1,904 72 Services 118,826 116,682 2,144 Sundr 19,910 18,433 1,477 f 1 y 9,952 8,510 1,442 Fixed Assets , S. ~ 538 846 510 268 2B 578 , 7 i Building Operations (0002) n 85,919 860328 (409) Personal Service 15,762 13,656 2,106 Supplies 84,061 80,211 3,650 t'w MainGnance Servieas 463,3A 473,086 (4,692) Fixed A amts 2,310 2,201 143 656,486 655,488 998 l Operations Wlysis/Energy Management (0003) ' Personal Services 63,591 61,794 10791 Supplies 3,324 3,600 (2761 Maintenance 25 25 8,427 8,843 (416) Services So 19 31 Sundry r i 75,417 74,281 18136 Word Processing (0006) x -~.Personal Services 125,416 128,948 (30532) L. Supplies 12,918 11,219 10639 Maintenance 25,042 21,153 889 f"" Services 60566 3,442 3,144 j~ Fixed Assets 41595 4,547 48 i 114 351 172'369 2,188 r m' . v „ r ) y ( I ^ CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable _ Budget Actual (Unfavorable) Personnel (0008) Personal Services 245,910 244,436 j 1,474 Supplies 19,812 19,809 3 Maintenance 11543 1,668 (125) % - Services 47,302 36,955 10,347 r. Sundry 8,073 7,995 78 • ! ~ A 322,640 310,863 11,777 Date Processing/Administration (00111 - - " Personal Services 325.234 281,952 43,282 9 -A Supplies 31,919 29,880 2,039 r~ I MAintena%# 72,445 54,836 17,609 t~ t, Services 390,510 390,970 (460) Sundry 528 419 109 3 Fixed Assets 3 952 31,633 (27,681) 824,588 789,690 34,898 _ Legal Administration 10004) E 1 Personal Services 266,362 213,051 55,311 Supplies 5,050 6,037 (987) Maintenance 407 407 i Services 69,941 61,278 21663 Sundry 51200 6,107 93 Fixed Assets 13,725 12,542 1,183 v;• '•••362,685 .--.304,422 .••••58,263 €V~ Legal/Municipal Court (00051 `i Personal Services 50,313 46,560 3,753 Supplies 11000 380 620 Services 2,200 1,406 794 53.513 48,346 51167 l I w ~ \ 1y 1n i 1 r:- r . i `81 IJ i r 3 i IRP , s CITY OF DENTON, TEXAS _ i GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable Budget Actual (Unfavorable) Library Administration (0070) Personal Services ; 122,732 115,568 j 7,164 Supplies 10,470 10,133 337 Maintenance 1,650 1,642 8 Services 55,884 50,339 5,545 Sundry 55 19 36 190,791 177,701 13,094 JN r+ Support Services (0072) Personal Services 199,648 178,079 21,569 t Maintenance 3,083 3,006 77 :rC Services 204 206 (2) f ----181,291 •-.••21,644 Adult Services (0013) Personal Services 189,745 179,067 10,678 Supplies 4,000 3,895 104 Maintenance 390 390 Services 19,148 16,914 234 Fined Assets 43,711 43,764 (53) 256,994 ---246,031 10,963 - Children Services (0014) Personal Services 101,387 101,201 186 Supplies 721 714 13 Maintenance 100 100 Services 159 159 - Fixed Assets 11,750 11,754 (4) r. - w. ) .•114,123 113,828 296 finance Administration (0020) ' - Personal Services 213,228 164,369 48,859 Supplies 5,560 3,379 21181 Maintenance 675 711 (36) Services 19,050 `4,102 4,948 Sundry so 19 31 Fixed Assets ' Soo - 500 239,063 182,580 56,483 -82- , . r. r l fA i.; Lk 4 1 V i I ^ l CITY OF DENTON. TEXAS i ~ GENERAL FUND - SOhEOULE Of EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- i Favorable Budget Actual (Unfavorable) Purchasing 100211 Personal Services s 764,295 ; 162,197 } 2,098 Supplies 9,800 81886 914 Maintenance 2,300 1,539 761 I .,.1 Services 20,850 17,980 2,870 1 Sundry 50 19 31 v Fixed Assets 1,545 1,000 54S I r w`~ *f .c 198,840 191,621 1,219 r - 1 Customer Service Services ---507 601,098 -.468.831 --38,267 Supplies 105,708 99,488 6,220 1rM A ' Maintenance 4,500 1,832 21668 l „ Services 145,660 80,422 65,438 r. Sundry 100 19 81 Fixed Assets 5,468 4,868 600 Ay 768,734 655,460 113,274 Cashiering (0023) r . 4-; ' • 1 Personal Services 137,652 132,540 5,112 Supplies 4,274 21913 1,361 Maintenance 1,000 722 278 Services 4,700, 41498 202 Sundry 109 19 90 1 147,135 140,692 7,043 i A Accounting (0024) ' Persona) Services 279,681 265,021 14,660 Supplies 13,550 13,209 341 Maintenance 450 534 (84) 1 Services 5,599 4,958 641 Sundry 60 19 41 299,340 283,141 15,599 -83. I J r ....w i, i. ! 4Y Y F1 i . 1{y e' a 4 - n: CITY OF DENTON. TEXAS { GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable Budget Actual (Unfavorable) Tar (0025) Personal Services j 42,838 j 42,637 j 201 Supplies 9,450 6,108 3,342 Maintenance 100 29 71 Services 64,199 96,331 (32,1321 Sundry 60 34 26 1 116,647 145,139 (28,492) Municipal Court Clerks (0026) Persomsl Services 98,222 77,919 20,303 A ( Supplies 10,050 81106 1,944 i Maintenance 441 125 316 Services 5,302 2,118 3,184 Sundry 50 8 ---.....42 . 114,065 88,276 25,789 j i Finance AWnlstration Misc. (020M) Services 55,119 16,530 38,589 Sundry 1,136,724 747,409 389,315 1,191,843 763,939 427,904 % Accounting Misc. (024M) Personal Services 80,000 80,000 - Services 50,000 54,887 (4,887) Insurance 310,000 310,000 - Sundry 220,600 99,796 120,804 660,600 544,683 115,917 Planning 8 Community Development (00151 Personal Services 309,206 294,636 14,570 Supplies 21,939 14,703 7,236 Maintenance 500 100 400 Services 45,228 37,038 8,190 Sundry 6,211 6,020 191 i Fixed Assets 3,073 2,744 329 386.157 355,241 30,916 Planning 8 Development Misc. (015M) Sundry 145,507 118,831 26,676 145,507 118,831 26,676 Total General Government j 8,042,106 j 7,054,781 987,325 -84. i r I F r 4 V ' i I I _ CITY OF DENTON, TEXAS 1 { GENERAL FUND -SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (CONTINUED) F06 THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 _ Variance- Favorable Budget Actual (Unfavorable) PUBLIC WORXS: Emergency Management (0007) Personal Services j 37,475 j 38,566 (1,091) Supplies 6,966 6,371 595 Maintenance 4,912 5,317 (405) r Services 12,726 10,392 2,334 I Sundry 50 19 31 Fixed Assets 3,240 1,332 1,908 65,369 61,997 3,372 Engineering (0010) i}Cr ` Personal Services 702,451 710,193 (7,742) v K .y Supplies 27,725 23,566 4,159 t 1 j Maintenance 10,586 11,255 (669) Services 32,450 27,382 5,068 " Sundry 200 33 167 Fixed Assets 11339 ...._11.338 1 ti, 784,751 783,767 984 q r e ' IRspectfoi (0011) k 2 y, Personal Services 300,032 301,785 (1,753) ' Supplies 10,559 9,330 1,229 pp Maintenance 4,078 3,349 729 f Services 16,024 14,934 1,090 Sundry 225 80 145 Fixed Assets 1,620 1,619 1 j 7, 332,538 331,097 1,441 R 1 .q•~ uu... uuuuu. uu ka Transportation Engineering (0012) Personal Services 183,942 172,816 11,126 Supplies 10,195 8,705 1,490 Maintenance 87,955 88,220 (265) Services 21,537 21,651 1114) Sundry 100 15 85 Y 1 ....uu... 301,129 291,407 12,322 -85. i r a f 9';~ I 1 k 1 ) CITY OF DENTON* TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES i BUDGET AND ACTUAL (CONTINUED) j FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable i ` Budget Actual (Unfavorable) Airport (0019) $ 54,593 } 54,735 $ (142) E Personal Services 4,358 2,701 1,657 ^ I Supplies 7,965 6,822 1,143 Maintenance 14,788 14,205 $83 Services 725 707 18 Sundry 4,698 1,251 3,447 A" Fixed Assets 87,127 80,421 6,706 t Public works Administration (0030) 183,692 191,506 (7,8141 * Personal Services 1 6,233 6.520 (2871 l Supplies 2,440 2,360 80 Maintenance 15,686 12,774 2,912 t ; Services 350 322 28 Sundry 14,192 13,101 1,091 3 Fixed Assets 222,593 226,583 (31990) _ Street Patching (0031) 281,034 215,506 5,528 Personal Services 31,984 27,590 4,394 Supplies 340,505 283,871 56,634 Maintenance 43,061 87,441 (44,381) Services 95,687 44,948 $0,739 Fixed Assets 792,271 719,357 72,914 Street Sweeping/Drainage (0032) 164.193 157,258 6,935 Personal Services 21,324 16,802 4.522 Supplies Maintenance 55,253 54,060 1,173 73,556 70,340 3,216 Services ,413 1,564 4.413 151 Fixed Assets -••-318,890 302,893 15,997 L i -sa- s_ y; I N' r CITY OF DENTON, TEXAS 1 all GENERAL FUND - SCHEDULE OF EXPENDITURES - 8UDGET AND ACTUAL (CONTINUED) E FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 , Variance- Favorable Budget Actual (Unfavorable) ^ Street Construction (0033) Personal Services $ 249,266 ; 252,602 $ (3,336) Supplies 12,946 81938 4,008 - Maintenance 127,742 98,146 29,596 Services 131,816 126,764 5,052 Sundry 42 19 23 j 521,812 486,469 35,343 ;v J Street Lighting (0034) Services 332,215 263,627 68,588 ...263,627 68,588 3 r f i I Animal Control (0044) Personal Services 171,093 163,137 13,956 r. Supplies 15,350 13,694 1,656 ! r 'ELI Maintenance 5,300 3,922 1,378 ,Ll d Services 27,463 21,735 (2721 IJ;, p 225,206 208,488 16,718 a, s, .~I r Total Pubic Works $ 3,986,501 3,756,106 ; 230,395 71 I I 1 i 14 .14 A Y e 1 .1 i' ,2iJ `iI I4.F d~1 1' V CITY OF DENTON, TEXAS GENERAL FUN& - SCHEDULE OF EXPENDITURES - i BUDGET AND ACTUAL ICONTINUED) 1 FOR THE FISCAL YEAR ENDED SEPTEMBER 3D, 1987 Variance- Favorable I Budget Actual (Unfavorable) PARKS 8 RECREATION: f Parks b Recreation Administration (0060) Personal Services $ 155,297 155,823 ; (526) Supplies 20,963 23,525 (2,562) Maintenance 3,000 2,942 58 Services 33,925 27,091 6,834 Sundry 350 180 170 ` ' 213,535 209,561 .3974 Recreation (0062) Personal Services 483,208 468,417 14,791 Supplies 54,031 50,740 3,291 f Maintenance 16,550 16,370 180 Services 187,166 214,865 (27,099) Sundry - 3,444 (3,444) y 741,555 753,836 (121281) ey Park Maintenance (0064) Personal Services 514,833 477,329 37,501 Supplies 61,175 56,928 4,247 Maintenance 78,063 80,028 (1,965) r 1 131,486 122,525 8,961 Services Sundry ...----.150 150 785,707 736,810 48,897 i Total Parks & Recreation $ 1,740,197 j 1,700,207 j 40,590 was tsu t ttl ttttp tttat tttltltteAs j •i -88- I J ,V h j CITY OF DEXTON, TEAAS i~ GENERAL FUND - SCHEDULE OF E1•PENOITURES - { - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 { Variance- Favorable Budget Actual (Unfavorable) PUBLIC SAFETY: Police Administration (0040) Personal Services 99,861 92,590 ; 7,271 Supplies 4,905 4,440 465 Maintenance 6,550 5,631 919 Services 79,712 60,110 19.602 k Sundry 1,300 388 912 Fixed Assets 1,812 - 1,812 194,140 163,159 30,981 criminal investigation (0041) Personal Services 575,483 546,003 29,480 Supplies 29,145 25,166 3,979 1 ' Maintenance 9,020 11,750 12,7301 56,924 51,366 5,558 Services Sundry 40,646 40.389 257 ' Fixed Assets 1,860 4 1,856 o 713,078 38,400 -i _ 1 Administration (0042) Personal Services 540,187 311,344 28,843 Supplies 29,200 22,891 6,309 Maintenance 19,950 18,370 11580 i Services 25,274 21,357 3,917 Sundry 11,713 14,941 (3,228) Fixed Assets 84,920 - 84,920 511,244 388,903 .-122,341 1 3 Patrol Division (0043) Personal Services 2,260,600 2,251,557 3,043 f Supplies 80,817 88,120 (71303) Maintenance 83,242 110,985 (27,743) Services 185,590 227,041 (41,451) i Sundry 100 - 100 i tt Fixed Assets 51,040 (1,472) 52,512 "~S .I ...-w ..u u..... 4. J 2,661,389 2,682,231 (20,842) a ° F r 1 I C Y I j CITY OF DENTON, TEXAS GENERAL FUND - SC6EOULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) E FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 Variance- Favorable j Budget Actual (Unfavorable) Fire Admintstration (0050) Personal Services } 130,949 109,952 } 20,997 Supplies 3,450 3,653 (203) 1 Maintenance 4,714 4,753 (39) Services 82,191 61,136 1,055 Sundry 100 66 34 rj Fixed Assets 1,348 1,347 - 1 222,152 200,907 21,845 Operations (0051) Personal Services 3,075,504 3,171,865 ( 96,3611 Supplies 77,781 77,069 712 Maintenance 62,049 82,659 (20,610) Services 102,483 103,348 (865) Fixed Assets 37,623 37,223 400 3,355,440 3,472,164 (116,724) z . • Prevention (0052) Personal Services 121,148 105,488 15,660 Supplies 5,308 4,603 705 Maintenance 11900 4,795 (218951 Services 111966 10,947 11019 r Fixed Assets 2,104 2,200 (96) 142,426 128,033 14,393 Total Public Safety } 7,800,469 = 7,710,075 } 90,394 GRAND TOTAL GENERAL FUND 421,569,873 {20,221,169 } 1,348,704 , Mi -90- f y K i? 4 -M`y1 i { j CITY OF DENTON, TEXAS J FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 4 SUMMARY OF UTILITY SYSTEM FUNDS i Electric System - to account for the provision of electric services to the residents f 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. ,^FM ~ r a i , n Y [.y r j 1 r. A J k , L~ .y v .:I 4.J r -91- r CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 f Electric ASSETS System Cash and deposits j12,47B,562 Receivables (net of allowances for uncollectibles)- i Accounts 6,044,673 Unbilled utility service 1 Accrued interest 4,124,565 f Other 117,843 347,578 Due from other funds 4,441,980 Merchandise inventory, at lower of cost or market Prepaid expenses and deposits 1.244,669 Restricted assets 8,753,295 Fixed assets, net of accumulated depreciation 33,155,224 1 Total Assets $70,708,329 ;d 1. 1 ♦ V ?I 14 : h t~ j I tl % -92- t V I I` 3 I -.-Totals for.Utility -System Water and September 30, September 30, Sewer System 1987 1986 j 9,378,886 ; 21,857,448 ; 26,445,964 6,044,673 10,076,062 998,882 5,123,447 3,918,855 83,010 200,853 819,915 86,669 434,187 1,106,114 47,153 4,489,733 2,986,555 1,244,669 1,244,669 139,236 8,753,295 8,019,040 49,866,211 83,021,435 78,966,275 3 a $60,461,411 $131,169,740 $133,781,765 Y' ` v .1 1[ 4 J r F1 :cr r i i N CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - UTILITY SYSTEM FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1987 6 Electric k LIABILITIES AND FUND EQUITY System LIABILITIES: Deficit position In pooled cash j 70169 Accounts payable and accrued expenses 1,431,452 a Retainage payable Accrued vacation leaVe 243,253 Deposits 532,269 Payrble from restricted assets- Accrued interest 788,807 Revenue bonds payable, current 1,272,250 i • 113 Due to other funds 650,014 a^' Revenue bonds payable 20,830,148 ' t` Total Liabilities 25,755,356 FUND EQUITY: r Contributed capital- From other municipalities or governmental units 13,060 to aid of construction 955,351 , Retained earnings- { Reserved for bond retirement 5,484,578 Unreserved 38,499,984 j Total Fund Equity 44,952,973 t 1 Total Liabilities and Fund Equity $70,708,329 e _ 4 , ~ t. ~v ~ e ~E E r d l • ~ r f V i I I 1 , l ~ I Totals for Utility System ...................P ~a Water and September 30, September 30, Sewer System 1987 1986 4 317,981 ; 325,150 622,575 374,373 1,805,825 4,451,812 j 180 180 92,588 92,921 336,180 252,393 ' 425 532,688 315,491 s 522,460 1,311,267 1,269,193 842,750 2,115,000 2,020,000 i 1 4,295,454 4,945,468 6,976,240 18,029,922 38,860,070 31. 850,342 _ 24,476,472 50,231,828 S3,856,634 14,890,022 14,903,082 14,903,082 19,015,879 19,471,230 18,085,419 I 5,484,578 4,623,602 2,079,038 401579,022 42,312,028 35,984,939 80,937,912 19,925,131 $60,461,411 11131,169,740 1133,781,765 rur. ur..a a.., r..r ...uuw... ` 1 A /j Y J ~l 7 F r 1 1 V 1 - f CITY OF DENTON. TEXAS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - - UTILITY SYSTEM FOR THE F15CAL YEAR ENDED SEPTEMBER 30, 1987 r Electric Water and System Sewer System OPERATING REVENUES: $62,123,026 - Y , Electric service _ 6,721,146 Water service 4,084,386 Sewer service 38,131 154,282 Sundry I 62,277-308 10,843,663 ¢ Total Operating Revenues OPERATING EXPtWSES: 41,548,837 1,039,626 l.; I Purchased power 1,590,216 7,186 t Fuel 828,666 Purchase of water 3,487,074 2,385,337 ~ Salaries and wages 238,140 351,733 Materials and supplies 1,126,587 988,080 Maintenance and repairs 2,157,841 2,057,164 Depreciation 1,084,569 1,152,754 r r Miscellaneous 233,864 8,810,518 Total Operating Expenses 55,233,864 _ - Operating Inc" (Loss) ' 7,043,444 2,033,115 NONOPERATING REVENUES (EXPENSES): 1,141,623 705,980 Interest revenue (1,883,353) (1,545,120) Interest expense and fiscal charges (240,694) (87,350) Ocher (982,424) (926,490) Total Nonoperating Revenues (Expenses) Income bafore operating Transfers and -6,061,020 1,106,625 Extraordinary Item (3 OPERATING TRANSFERS (OUT) ,207,531) (1,173,248) (1,399,966) (1,659,930) EXTRAORDINARY ITEM Net Income 1,453,523 (2,326,553) 42,531,039 4,405,591 RETAINED EARNINGS - DctobAr 1 X43,984,562 1 2,079,038 RETAINED EARNINGS - September 30 ' -96- f i, V F Totals for Utlllty Sy;teas ...........Year Ended September 30, 1981 September 30, 1986 y $62,123.026 $64,206,493 6,721,146 5,364,792 I C j .1 1,094,396 3,901,909 192,413 34,784 -73,120,971 -73,507,978 46,588,463 46,414,266 1,597,402 2,316,717 828,668 707,345 11 v. 5,872,411 6,132,360 590,473 571,159 ►1 20114,667 1,990,274 ~1 4,215,D05 3,533,329 2,237,323 1,778,893 'e •54,044,412 62,444,343 9,076,559 11,063,635 n t.' 1,847,603 2,251,854 t (3,428,473) (3,862,046) a (328,044) (346,480) (1,908,914) (1,956,672) • r 1 l i 1 7,167,645 9,106,963 A 1 + (4,980,779) (4,616,431) (3,059,8961 t (813,030) 4,490,S32 t i ` 46,936,630 42,446,098 a• 146,063,600 $46,936,630 ~ ? f "1} uatau afu •aeu auaa■ i t.~ J } i It I • y, 1 I t 1 E i ~ } ~ - Y ~ F . ~ { ' r~~., ~ ~ t + ~ 5h. f ~ X ! ~ ~ ~ 6 '4yr~ A ~ i ~ ~ j1 t ~i V ~ ~ ~ ~a~ R i~ ~ 4 ' I a,' i 1,' _ s~,j ; 1 ~ 6 1 ~ ~ , Y ` ~ ` i 1 1 f 1 I fc . r a Y_+.. } U . 1 4 ' E t ft 14 I' q. I I J J ,.j i i m j t w i I^ i I 1 i STATISTICAL SECTION y t tix.n n - i , c i 1 „ i J, ~s ;>h 71 } Y -99- 1 ' 4 J , l v\ E i i I w E ~ i i CITY OF DENTON, TEXAS 1 GENERAL GOVERNMENT EXPENDITURES BY FUNCTION (1) ` LAST TEN FISCAL YEARS I( , Public Public j Fiscal General Works Year Government Safety rf, :.r 1978 32,6193618 $216589588 $1,048,617 1979 2,882,471 2,956,146 1,0136586 1980 2,8810917 3,610,786 954,921 r. I 1981 3,9920254 491739188 1,071,134 6 F rv { fi 1982 4,348,188 40805,245 192080589 x' 1983 4,170,991 51020,458 2,1800879 1984 42673,090 5,531,882 29185,622 l 1985 6,191,8fi9 6,363,330 3,0710489 1986 6,5019953 7,156,369 3,6909350 - 1987 7,498,530 79742,987 396300471 F _ (1} Includes General, Special Revenue, and Debt Service Funds F (2) 1977-1982 Capital outlay also included in Departmental Totals (3} Difference due to advance refunding of General Obligations bonds and Certificates of Obligation in November, 1985. -100- i 1 F f i I ~ Table 1 ii i r , ti Parks and Capital Debt 1 Recreation Other Outlay (2) Service Total ' S 666,342 S 586,873 5 330,550 $1,438,207 5 9,018,245 760,328 635,704 232,697 11401,250 9,649,855 795,601 11102,998 586,540 1,745,016 12,354,705 936,673 19085,178 378,642 1,959,547 13,223,974 J 1,1370957 1,210,497 256,346 1,884,273 14,5949749 1,257,726 - 513,377 1,746,561 14,889,992 Ij, 1,4981,226 - 385,783 21392,858 170267,461 1,719,742 1,016,119 204199528 20,782,077 2,110,862 . yfK j - 1,044,401 157,146(3) 20,6619081 2,252,215 - 3904359 31,663,923 25,178,485 'y ^ ~ C'Y7 ~ T :i y, a + .7 r „t 1W I i J r i CITY OF DENTON, TEXAS F, r~ GENERAL REVENUES BY SOURCE (1) LAST TEN FISCAL YEARS Licenses Utility Inter- ` Fiscal and Franchise Governmental Year Taxes Permits Fees Revenue 1978 $ 4,8123081 $ 75,855 $1500243 $10581,310 1979 50360,427 1040281 181,114 114779079 r 1980 61049,491 96,226 196,429 1,751$80 r- 1 1981 69992,999 820494 232,990 10258,829 j r. i 1982 7,895,579 960943 330,694 985,40d 1983 898199953 2139490 367,937 1,036,903 1984 109405,911 303,725 4180680 8260575 1985 11,845,499 356,661 4849171 1,270,019 1986 13,838,013 379,238 377,960 1,791,435 fa 1987 1508651362 2809171 426,319 11123,194 ..J j r 1} Includes General. Special Revenue and Debt Service Funds u. i -102- °J y . p -r, 'G N C Table 2 I j Fees for Fines and Interest Miscellaneous s+ Services Forfeitures Revenue Revenue Total i S 105,421 $325,247 $ 40,351 $242,653 S 7,333,161 1540689 245,444 48,535 334,641 7,906,210 - ~ - 163,616 224,853 151,948 298,531 8,912,879 207,385 247,140 165,635 216,508 9,403,980 186,716 397,510 153,435 365,067 10,411,349 I j 245,808 561,214 1100189 469,270 11,824,764 494,212 616,826 1920196 6429452 13,900,577 ri 1,168,673 715,044 330,026 272,088 16,442,181 ° .A 100500070 659,194 2459555 836,803 19,178,268 r _ c 1,128,764 780,748 347,415 918,656 20,870,629 .i 1 sr -103- J 9 il' F 1 i v V CITY OF DENTCN, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS Percent Delinquent s Fiscal Total ' ,.crren+, Tax of Levy lax , 1 Year Tax Levy Collections Collection Collections 1978 $3,3649F06 $3,130,697 93.04% $ 43,978 jj 1979 3,582,433 31369,564 94,05 820999 ; r ,7R; 1980 3,780,389 3,5410461 93.67 113,939 E f 1981 4,3599541 4,062,043 93.17 107,472 1982 41930,971 48746,613 96.26 1379078 ' J' 1983 50376,210 50122,101 95.27 148,747 1984 5,995,965 (1) 50786,881 96.51 166,763 `r 1985 69808,814 (1) 60625,734 97.31 1679360 1986 805160906 (1) 80164,114 95.86 228,806 w 1987 101801,306 (1) 10,4749516 96.97 303,649 (1) Denton County Appraisal District -104- i r ;r , l S. Table 3 r i Lf Total Outstanding Collections Delinquent y F';! as a Percent Outstanding Tars as a Total Tax of Current Delinquent Percent of *t Collections Levy Taxes Current Levy 4t 11 $3,174,675 94,35% S 4979345 14.78% 3,452,563 96.37 421,221 11.93 30655,400 96.69 504,633 13.35 4,1699515 95,64 585,185 13.43 49883,691 99.04 723,596 14.67 35,270,1348 98.04 1,0650234 19.81 5,953,644 99.29 1,269,189 21.17 I 6, 793,C94 99.77 1,3590577 19.97 r 6 ~r 81392,920 98.54 11019,080 11.97 g _ 10,778,165 99.79 1,0421749 9.65 ' . r ~ 11 'i tl. -105- , k 4 F ! CITY OF DENTON, TEXAS _ j ASSESSED AND ESTIFV,TEO ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS ^ a Real Property Personal Property 1 ;.....e Fiscal Assessed Estimated Assessed Estimated f Year Value Actual Value Value Actual Value V 1978 $ 213,135,760 S 3559226,266 $ 58,2039469 $ 97,005,781 1979 221,300,472 368,834,120 679602,230 112,670,383 1980 2299022,620 381,704,366 750921,060 126,535,100 1981 2460205,248 4109342,080 910743,693 1529906,154 1982 45007329259 450,732,259 212,7040829 2120104,829 1983 (1) 831,397,479 831,3970479 2181549,070 218,549,010 1984 (1) 901,334,506 901,334,506 226,252,045 226,2520045 1985 (1) 9190943,A24 919,9430824 2341092,434 234,0920434 1985 (1) 111760422,567 1,176,422,567 267,120,891 267,120,891 1987 (1) 1,521,636,234 1,521,636,234 298,827,706 298,8270706 I (1) Oenton County Appraisal District r u~ C -106- : g q, " ~ 1. 1 7 Table 4 I 2 S ~ A i IJ ---Total...--------- TotalaAssessed w Assessed Estimated to Value Total Estimated Actual Value Actual 2719339,229 $ 452,2329047 3 60~ ~ ;'nr+3s`R ! 288,9020702 481,504,503 60 f , 3049943,680 508,239,466 60 337,948,941 563,248,235 60 " 5. 663,437,088 663,437,088 100 1,049,946,549 1,049,946,549 100 a~ R v. e 1,127,586,551 111279586,551 100 7) 1,154,036,258 1,154,036,258 100 1,443,543,458 194430543,458 100 1,820,4630940 1,820,463,940 100 { 71 o n~ p4 9 ' 1q ~ + ` I I -107- All y k i v 1 - Table 5 I _ CITY OF DENTON, TEXAS ' PROPERTY TAX RATES AND TAX LEVIES ALL OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS i, TAX RATES (Per $100 of Assessed Valuation) Fiscal School Year City District Count State Total 1978 1.78 1.57 .6700 .10 4.12 r 1979 1.24 1.57 .6700 .10 3.58 1980 1.24 1.68 .6700 ,00 3.59 1981 1.29 1.25 .7700 .00 3.31 1952 0.774 1.22 .2370 .00 2.23 t 1983 0.510 0.73 .1665 .00 1.41 r-, I 1984 0.560 0.81 .2120 .00 1.58 1985 0.590 0.88 .2116 .00 1.68 f 1986 0.590 0.85 .1750 .00 1,62 1987 0.590 0.79 .2308 .00 1.61 The tax rate decreased in fiscal year 1982 pursuant to an increase in assessed valuation from 60% to 100% of estimated actual value of all taxable property. i t ' TAX LEVIES Fiscal School F Year City District County State Total 1978 $3,364,606 $ 5,381,253 $ 298449058 $4240486 $12,020,403 I 1979 3,582,433 59994,871 394619592 516,655 13,555,551 1980 3,780,389 71497,867 31985,872 - 15,2649128 ` Y 1981 4,3590541 8,323,653 5,463,606 _ 18,146,800 1982 4,930,971 817369514 69846,688 209514,173 r 1983 5,376,210 8,8479258 90012,748 23,236,216 ` ( 1984 51996,965 9,936,768 9,117,685 - 25,050,418 x 1985 6,808,814 11,833,437 1011929925 - 28,835,176 1986 8,516,906 14,2900080 10,209,064 - 33,0161050 'r 1987 100801,306 16,6199325 1911600581 - 46,5811212 - -108- I d ii a5 r u 71' F it f i~ Table 6 I y 7 CITY OF OENTON, TEXAS f SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS 1 Total Outstanding UA Current Current Ratio of current and Fiscal Assessment Assessments Collections Oelinqient s Year Due Collectec to Amount Due Assessments iti r 1978 S - S X216, 504 k~; 1979 - - - 1799834 ~1 r 1,1 )h of ~ Y Srr a i, iW 1980 - - 157,247 c 1981 - - - 1459389 1982 - 137,899 1983 - - - rm~ 1 137,399 F,I•~ 1984 549,992 307,005 55,8 3750249 1985 - - - 2769944 1986 - - - 279,229 1967 _ `279,229 a a y , ~ Imo' 1 /•1~ bl 1` i 4 N 1 Y r ~:.i 1 r i '!il E 1 ,k 1 } WMAI I 1 k 1' `j 1 •4 T^ % '1 +x r,`SJ r' laa , + x 1 V !v i v j / I CITY OF DENTON, TEXAS RATIO OF NET GENERAL BONDED DEBT "i TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA LAST TEN FISCAL YEARS ' M ` r Fiscal Assessed Value Gross Year Population (in thousands) Bonded Debt r 1978 $5195DO $ 136,541 $12,0240000 1919 53,900 271,334 11,533,934 j 1980 489063 288,903 15,2159101 1981 49,800 304,944 15,364,488 1982 51,550 6630437 (1) 14,2470000 1983 529000 1,049,947 160817,500 1984 539600 (2) 1,1270587 15,552,750 a , 1985 60,000 1,154,036 24,280,000 1986 63,100 (2) 10437,483 230726,130 0 1987 63,100 (3) 1,820,464 27,966,730 1 r 3 11) Assessed value increased due to an increase in assessed valuation from 60% j to 100% of estimated actual value of taxable property (2) North Texas Council of Governments (3) City of Denton Planning Department ry'i JF -110- . w ,1 ,i { x _w w l a r i Table 7 i 1 Less Ratio of Net Net Debt Bonded Debt Bonded Service Net To Assessed Debt Per I Funds Bonded Debt Value Capita i ' 'a S 1679517 $119856,483 9.54 $248 1 4,868 119529,066 8.44 224 r7p 1~W 18,062 1591910039 5.60 282 f~ • 23,030 ~15,3410458 5.31 319 a 30,831 141216,169 2.14 285? 340049 169783,451 1.59 323 ~ l I r r + 91,265 15,4619485 1.37 288 I 605,541 23,674,459 2,05 395 x 1,247,326 22,4791404 1.55 356 i 73 { 1,695,340 261271,590 1.44 416 I , f y f f i i.. .'.1y .r : -111- ` a b ~ ~ • r , w . i V j Table 8 CITY OF DENTON, TEXAS COMPUTATION OF LEGAL DEBT MARGIN + SEPTEMBER 30, 1987 I r r I j a Net Assessed Value 51,8201463,940 ^ r' Plus Exempt Property Total 24895740016+ • Total Assessed Value $2,069,0370956 y ;J~1b .I ■aimmaam ■mmmm■ F ' Debt Limit - No debt limit is mandated by law but the City does recognize ;t six percent as an economic limitation $ 12491421277 Amount of debt applicable to debt limit- Total general obligation bonded debt ;26,3660730 Certificates of obligation 11600,000 27,966,730 Less- Amount in debt service fund available r for payment of principal 106950340 Total Amount of Debt Applicable #'a to Debt Limit 261271,390 Legal Debt Margin f 940480,207 ~ `w, ra■ru■a■raua 4 • . 4'~ 1 y '~M l lr. 1(_~ 9f . J 1 I• I ' y` rf yY I P L I I l III Table 9 CITY OF DENTON, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT SEPTEMBER 301 1987 r ~ 1 Percentage Amount Net Debt Applicable to the Applicable to I " Jurisdiction Outstanding City of Denton (1) City of Denton i j ,~k,a!a ia. • ~ ~ City of Denton $26,271,390 100.0% $26,2710390 + f 'l~ yr f i - ' Denton Independent , 4 22,641,315 ,r ^ School District 26,175,000 86,5 10, 12,7609128 21.9 2,7949468 'a Denton County $51,707,233 °t~~~s;,r7 11 ~ ~ zmazzmerzzz j Total (1} The "Percentage Applicable to the City of Denton" is based on the {rw relative assessed values within the City of Denton, " la~ 'IJ 1 i • 0 'i E -113- y I(1 i .r 2 r •I C r " I 1 yr?9r r a -4 r w V t 1 _ t Table 10 C E CITY OF DENTON, TEXAS . RATIO OF ANNUAL DEBT 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 Expenditures (percent) 1978 $ 6580342 S 599,088 :1,257,430 $ 91018,245 13.94% > 1979 818,833 5639226 1,3821059 9,649,855 14.32 xA. 1980 845,613 898,092 10743,705 12,354,705 14.11 j 1981 1,1170488 759,235 11876,723 1312239974 14.19 1982 11123,150 759,236 1,882,986 14,5949749 12.90 1983 1,047,750 6980811 10746,561 1408899992 11.72 1984 1,2640750 1,128,108 21392,858 170439,520 13.72 1985 10417,385 10002,143 21419,528 20,782,017 11.64 1986 135,438 210708 157,146 20,661,081 0.76 ^ 1987 860,000 20803,923 30663,923 25,1780485 14.55 (1) Includes General, Special Revenue and Debt Service r , f '4 1' 4 F 1 .i f r ~ x Y ~ 4 ' i ~ y r ~y ~ ~ U x 1 ~ , j~ .x s ti .9 ~ ~ .D ~ :;i } Rh V~ ~ ~ a V ~ i 1 4i^~ ~ x i q ~ ~ ~ ~ ' r ~ ~ ~ r u r ~ ~ ~ .r' ~ r. ~ ~ ~k ~ ~ i L .-1 o ~ ~ ~ ~ R^ ~ r t ~ ~ { ~~i~ i { ' ~ ~ S ~Y T~] ~ .k~. f w~~ t L A ~ M r I III ' ~ m^ ~~',~~b i. 1 ~~~i ~ ~ Y r j 1'~ ~ 1 r i ' M1 y ~:f 5 e,.~ e ~ P ~ 't' , ~ i f d,~ p aJ i L 4 ~ r~ oN a ~ : r ~ , . ~ , , J k ~1rRV` I' i ' V I 1 { i CITY OF DENT-01L TEXAS REVENUE BOND DEBT SERVICE ERAGE LAST TEN FISCAL EARS P i ' Direct Net Revenue r 1 eratin Available for Fiscal Operating Op Year Revenue Expenses { 11 Debt S___ _ ervice 1978 $229512,120 $15,571,99E S 6,940,124 1 utility System ; 1979 229875,745 15,8660971 7,008,774 { 4 1980 25,716,2x: 20,634,620 4,918,411. 5,582,966 l 1981 30,667,318 25,084,412 1982 37,568,915 30,729,685 60839,230 1983 41,3760356 3302369669 8,139,687 1984 55,6399035 39,165,633 159813,402 r ' 15,437,051 1985 67,5410640 520104,589 _ h 1986 73,507,978 58,9111014 140596,9u4 1 1987 73,1200971 59,829,407 13,2910564 - (1) Excluding Depreciation. r t. 1 i 'y • 1 1 V 1 G 41.e ti 1 0 i i Table 11 u 1 " ~~w Y r r'7 1 r Debt Service Requirements Principal Interest Total _ Coverage vp a $1,399,000 $1,1230069 $2,522,069 2.75 1,033,417 19561,258 2,594,675 2.70 w+ 1,239,324 1,5569515 2,795,899 1.76 5r 1,314,603 19531,755 2,846,258 1.96 1,298,459 1,542,153 2,840,612 2.41 I 1,540,000 1,073,531 2,613,531 3.11 2,0601000 29336,712 4,396,712 3.61 w 1,7350000 31900,606 5,635j606 2,74 21045,000 3,880,181 5,925,181 2.46 210206000 394629539 5,4821539 2.42 •`w N~ i 4 y i { ~11 FIB J -117- . , 1 r. r , I T T w I i CITY OF DENTON, TEXAS s PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS M 4 LAST TEN FISCAL YEARS ` Commercial Construction (1) Fiscal Property Value Number y x#I Year (in thousands) of Units Value 1978 $ 4529232 127 513,7026533 1979 4819505 166 42$73,707 t^ i r 1980 508,239 290 18,429,869 1 1n81 563,248 202 279573,759 1.: 1982 663,437 210 110846,452 ;4 ,i 1983 1,049,946 221 740777,113 - i 1984 181271587 291 819264,078 1985 19154,036 545 88,768,181 1986 10443,543 450 419452,104 1987 1,820,464 227 46,6191495 p R. i^t (1) City of Denton Community Services Department Estimate sr. (2) City of Denton Chamber of Commerce Estimate a. " -118- . c Y y s]~ w , aµ i. wy'~ V i Table 12 :d l - Residential Construction (1) r r Number Bank (2) Oeposits } of "VO Units Value Sin thousands) 574 $18,621,741 $198,905 2819829139 207,085 1,106 460 1790240635 2289813 77, 12,963,987 254,567 s 342 683 26,214,973 289,979 233 26,386,660 3689005 564 49,273,898 385,000 f 49,945,194 475,179 618 j ♦ 673 54,9721728 561,819 S T l:3 457 33,417,130 4570504 t f; rr r t Kaye A• re a 'J y4 A rA c ,r. 1 w E I , t y r, i i r L. V E 1 4 L~x Ev r e k ~ M1 ~1 l~t ~ I Y 1 6 4 r {jkj a d a t.,y l u Ali. r 1. . + i i N; I r~ Table 13 le~ 7CITY OF DENTON, TEXAS If PRINCIPAL TAXPAYERS SEPTEMBER 30, 1987 E ` Percentage a ' 1987 of Total (1) Assessed Assessed r; Name of Taxpayer Kind of Property Valuation Valuation 111 7 Tetra Pak Packaging Mfg. $46,740,022 2.3% Paccar, Inc. (Peterbilt) Diesel Trucks 44,365,460 2.2 General Telephone Telephone Utility 37,865,491 1,9 Andrew Corp. Electronic Equipment i Manufacturer 21,125,147 1.0 ! 35E/288 J/V etal Developer 18,3109684 0.9 i { r Victor Equipment Welding Equipment Company 18,176,920 0.9 Lifemark Hospitals/ Hospital and AMI North Texas Professional Bldg. 17,6059537 0.8 Acme Brick Brick Mfg. 1400586044 0.7 Golden Triangle Mall Shopping Mall 141048,305 0.7 Denton Center J/Y Shopping Center 131853,184 0.6 $246,148,794 12.0% •f y 1I 4f (1) Denton County Appraisal District rl Y~ t -121- . i. f J 4. 1 M1 Y f I 1 )1 y v i N s ' t CITY OF DENTON, TEXAS - 1 SCHEDULE OF INSURANCE IN FORCE I SEPTEMBER 31L_1111 k The City of Denton is self-insured for the first 550,000 of each property loss and =100,000 of each third party (liability) and workers' compensation loss. The aggregate amount of third party (liability) losses self-insured is `•I Losses the or j vve00a0re covered byovariousoinsurance companl sgincluding ion levels mentioned abo it Expiration r Policy No. Premium Date ;x, Insurance Company - 1. Lloyds of London $225,000 1SL3126 d 1SL3127 09-30 87 a. Appalachian Insurance 22,694 G8233 09-30-87 i b. International Surplus Lines 1629000 531-000030-6 - 2. Arkwrtght Boston 799651 390388 12-31-87 , 4 3,998 GLA 185938 3. Western World Insurance 01-30.88 I 4. Aetna Casualty and Surety 689700 IBFP1264415 04-02-88 ' S. Hartford insurance 432 46SR233010 01-15-88 Co. 11458 42PN-763-915-7670 09-02-87 6Industrial Ins. Life a -89 1-01 LSC 44046 0 7. Lawyer's Surety Co. 133 12-31-8- 8. Midwest Employers Casualty Co. 39,880 SO-008-TX 1 li i' -122- J' r N I Table 14 jI 7n , ~ ~ jf~ 1 Amount or r~ Coverage Limit 7 : 1, General Liability ;1,000,000 Auto Liability 1,0000000 Auto Physical Police Professional 11000,000 Public Officials 2500000 Workmen's Compensation 250,000 10,000,000 Commercial Blanket Band 50,000 f ell Money and Securities (within premises) 50,000 z. Money and Securities (outside premises) 50,000 i 2. General boiler and machinery 10,000,000 3, Ambulance - Professional Liability 500,000 4, Fire and Extended Coverage Per Policy S. Police Reserve - Group Accident, sick, and life 5,000 y'1 l b. Recreation Program 100000 l 7, Diesel Fuel Bond $0,000 4 M~ 1 ;t I' I ql ' -123- f^F , i. t 1 I V i CITY OF DENT011, TEXAS DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS r fiscal Per Capita Median Year Population Income (4) Age (1) 1978 510500 7,008 24.7 1., 1979 530963 79247 24.8 1980 48,063 7,300 (1) 24.9 a • it a r. 1981 49,800 7,390 (1) 25.1 1982 51,350 7,500 (1) 25,3 (1983 52,000 7,800 (1) 25.5 1984 53,600 (5) 81040 (1) 25,8 1^85 60,000 (1) 8,615 (1) 29.2 j i 1986 63,100 (5) 99746 (1) 27.4 1987 63,100 (6) 9,750 (1) 27.6 xd (i) Planning and Community Development Department's Estimate (2) Denton Independent School District 1. (3) Texas Employment Commission (4) Other Sources Include Census and Commerce Department ,y (5) North Texas Council of Governments (6) City of Denton Planning Department -124• r .9~f i " r f , b f t.j Table 15 1.i ~t n 7' r Education Level In { Years of School Unemployment k 1, 1 1 Schooling (11 Enrollment 12) Rate 131 14.8 A i 8,000 3.8% {t 15.0 8035 3.4 J! t ~yl n r ^y 1 15.3 8,241 3.4 15.5 8,200 4.3 15.8 81365 5.8 r' 15.8 8,481 6.8 15.8 8,914 3.6 15.8 90518 7.5 1 J ` 15.8 90919 8.2 w, 15.8 9899 I1 a. r 8.4 1 ' ♦J '7 1 at I^ sJI' r~ tl r q 1 f I 3• 1 Y' t k ry'f} i a. .J i u 1 ~'1Yy~ 5 X S } -125- kv I b ~ 1 Y.. i c., ; t' 1 1 A I I r Table 16 CITY OF DENTON, TEXAS y, MISCELLANEOUS STATISTICAL DATA SEPTEMBER 300 1987 r' Form of Government Council-Manager Area 60.7 square miles I Date of Incorporation September 260 1866 I ` Miles of Streets 299 mites Number of Street Lights 40286 Fire Protection: Number of stations 4 Number of firemen and officers t (exclusive of volunteer firemen) 97 i i ` Police Protection: a K Number of stations 1 Number of policemen and officers 103 Municipal Electric Department: f.". Number of consumers 26,751 Electric production 731,377,000 KWH/year - Average Monthly Consumption 510350,637 KWH Miles of electric ling 336 miles Municipal Water Department: Number of consumers 16,319 p M. Water production 3,882,553,000 gallons/year Average Monthly Consumption 323,644,420 gallons i a miles of water main 300 miles + t Sewers: r Sanitary sewers 275 miles + Wastewater Discharge 3,504,000,000 gallons/year Building Permits Issued 684 ^ Rezreation and Culture: Number of parks 14 with 600 acres y' Number of libraries I F Number of volumes 950000 (approx.) ; Employees: f { Exempt 130 ; Nonexempt 726 ' Total 856 I ,J k ' -126- , .i `rI F 1 I J 5 i N r I M ENE) II t 1 J u I~ r I 9 C) F i SFr i I I M. I' .e 1 FILE I{I I i i i I ' I I