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HomeMy WebLinkAbout09-30-1989 I • f .cif 1 Yom. 1 L w 11 ~ 1 , ~Xa I aX'~tdH Cfx4"y'~n 1tr I.,,C ~~s : ~ ~ 1 r y.. }I7V .A ~ y S` ~ t Jt a x 1 {n ~ )GY ct Vi+ 1 I. Y Nx VI N 1 f 5 L~ F r 'fr e" tv ? '4 " k's 'j ~ k C dS"1IxJ ~N ~ ~ ^y~ t V I a ,,r ~ rt~4~ I^Narfi t^ ~Y~r,l~bi p; N, ~k ~'yt"r.Iy a y:~I ~y I a Tx 4 1 re~;.t ~ x ,~t t tx ~ ! `f ~y. tM F t 1, ~f^ A ) I r r~ rt~t I 'F ~ t'~ ~ 0. 7` ~ ~ y r I I t r' i o 1. r ty' r~1, M1 ~ dY ♦ I 1 it t Y 1 ^ ~ s ~ r tit , t.k t ~ jell .,y,xi ~1.: W,r ~I;~x t Td_~~d,~ t ~ ~ 1,, I r t t,' " °.,y ~ I ri .t `f. ~Yi ^ k ~ r V)a V x t { 4s lln j Y < x~~l~[ ~ a n' , v x , t1 r `r t.' t ~l 9~ i 7 !t ~ k' S i Gt ~ P I r" . ~ t, k ! n t 1 tE, S s l I ~ 'M 1x yly~rl la~l ]~k.~t h~~~rd ~~t ~Lx ~ t~'~ r ~I t l i X ~7 i~~ t t_v~~~~'~~ j~~P• ~~Ayl FI ~xri-! t fi ~'a rid ~k7 t'. 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McGrane i F tt i } 11 t.J " x6 ' ~5~~'~~'~~"x~y"r'r t 9 gY i`a} ut(ts`e+~i da'td4ri r ~Q4.k'~t}i91i41~~J,$ T ec:ixw .a.+an.~ F.T q F4YA VII I TABLE OF CONTENTS I Page_ k INTRODUCTORY SECTION: Transmittal letter......, i Certificate of Achievement. ix ' 0rg an flza ti on Chart..........I.I...1 x - ` f list of Officials xi FIRM CIAL SECTION: 1 Auditors Report 1 ! General Purpose Financial Statements- Combined Balance Sheet - All Fund Types and Account Groups.. 4 a a 0 a 4 2 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types and Expendable Trust Funds........ 8 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - E Budget and Actual - General, Special Revenue and Debt Service Funds.................................................................... 10 Combined Statement of Revenues, Expenses and Changes in Retained Earnings - All Proprietary Fund Types.................................... 12 Combined Statement of Changes in Financial Position - All Proprietary Fund Types 14 Notes to Financial Statements... 17 Combining and Individual Fund Financial Statements-and Schedules- Combining Balance Sheet ;,All Special Revenue Funds 46 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Special Revenue Funds 52 Combining Balance Sheet - All Capital Projects Funds. . Combining Statement of Revenues, Expenditures and Changes in Fund Balances - All Capital Projects Funds..... 54 Combining Balance Sheet - All Enterprise furdsT 58 Combining Statement of Revenues, Expenses and Changes in Retained Earnings - All Enterprise Funds............ 62 Combining Statement of Changes in Financial Position - All ' Enterprise Funds 64 i Schedule of Revenues, Expenses and Changes in Retained ` j Earnings - Budget and Actual - All Enterprise Funds 66 Combining Balance Sheet - Utility System.... 68 Combining Schedule of Revenues, Expenses and Changes 72 In Retained Earnings - Utility System..... Combining Balance Sheet - All Internal Service Funds 76 ! Combining Statement of Revenues, Expenses and Changes in Retained Earnings - All Internal Service Funds 78 i S I I 1 III f l P I ^1 Combining Statement of Changes in Financial Position - All I internal Service Funds..,.,, 80 Schedule of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual - Working Capital Fund 82 Combining Balance Sheet - All Trust and Agency Funds 84 Statement of Changes in Assets and Liabilities - All Agency Funds.......... 86 j Supplemental Financial Information- General Fund - Schedule of Expenditures - Budget and Actual............... 90 STA41STICAL SECTION (UNAUDITED): Table - 1 General Government Expenditures by Function Last Ten Fiscal Years..... 102 1 2 General Revenues by Source Last Ten Fiscal Years ..............i...l.., 104 3 Property Tax Levies and Collections Lest Ten Fiscal Years.... 106 4 Assessed and Estimated Actual Value of Taxable Property 108 Last Ten Fiscal Yer} 5 Property Tax Rates and Tax Levies - All Overlapping Governments T ` Last en Fiscal Years ...1 ............1 110 11l ~ 6 Special Assessment Collections Last Ten Fiscal Years 7 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita Last Ten Fiscal Years 112 s 8 Computation of Legal Debt Margin.......... 114 0 RatlotofiAnnual DDebt verlapping " " ' 115 1 Bonded Debt to Total General Expenditures Last Ten Fiscal Years,.... 116 I1 Revenue Bond Debt Service Coverage -Last Ten Fiscal Years 118 12 Property Ya1ue, Construction and Bank Deposits - Last Ten Fiscal Years... 120 13 Principal Taxpayers 123 14 Schedule of Insurance in Forces ...1 ................................1..... 124 15 Demographic Statistics - Last Ten Fiscal Years 126 16 Miscellaneous Statistical Data.. 128 'I I ~ S ~,~d'~'ia 4~kvl~,.tr~is~iu~9~'e.x~~i~°ttGe~~: 't~, ,r i r INN at*] won" "Um i 1 i I i 1 it i 1 fr i i ' t 1 1 J i e +f r l i f U 1 ' I r ~ M a T m µ FM P!+1':T H~ !w Y'r wry of 09WON / m F. McKinney / Denton, Texas 16201 January 5, 1990 ; I t T0; The Honorable Mayor, Members of City Council and Citizens of the City of Denton i i Submitted herewith is a copy of the comprehensive annual financial report of the City of Denton for the fiscal year ended September 30, 1989. The 3 responsibility for both the accuracy of the presented information and the i completeness and fairness of the presentation of the data including all disclosures rests with the City. To the best of our knowledge and belief the i enclosed data are accurate in all material respects and are reported in a 1 manner designed to present fairly the end results of operations of the various funds and ucount groups of the City. All disclosures necest2ry to enable the reader to lain an understanding of the City's financial activities have been Included. 4-e comprehensive annual financial report is presented in three r sections; int,hductory, financial and statistical. The introductory section i includes this transmittal letter, the city's organizational chart, and list of. principal officials. The financial section includes: the general purpose financial statements, and the combining and individual fund and account group financial statements and schedules, as well as the Auditors Report on the ff financial statements and schedules. The statistical section includes selected financial and demographic information, generally represented on a multi-year basis. This report includes all funds and account groups of the City. The City J provides a full range of services. These services include police and fire protection; sanitation services; the construction and maintenance of highways, streets and infra-structure; water and wastewater and electric utilities. Economic Condition and Outlook The economic condition and outlook for th. City of Denton continues to improve. The opening of the new Texas Instruments plant in Northwest Denton and the expansion of the Peterbilt Motors (Paccar) plant have both played a large part in bolstering the Denton economy. Over the last two years, the .J City's tax base has grown by 26% and 13% respectively. { 1 3 i rt f f`t '.!<< yrc I .I.. FpA. ~ r:F. OJyb 'yiF Y MW YwvvW o gn4A.v ] ipRj{ [ Transmittal Letter (continued) 7 _ k Economic Condition and Outlook (continued) The economic effect of the new Alliance Airport in Denton and Tarrant Counties is uncertain, but should provide future economic expansion opportunities. Alliance is located only 15 miles South of Denton on the Interstate Highway System on 35W. M. Ray Perryman Consultants, Inc., projects that the Alliance Airport economic impact should include 9,164 permanent jobs in the Fort Worth PMSA, and a $702.8 million a year additional local spending and 234.4 million in earnings, Major Initiatives For the Year - Although the future looks promising because of the economic development activities that are occurring within the City, the preparation of the budget for fiscal year 1988-89 was a difficult process, The City, after experiencing tremendous growth years in the early 1980's, was still experiencing growth but to what extent the growth would continue, was uncertain. Loss of property tax values in multi-unit residential and small commercial units were offset by industrial growth gains. Across the state, f and even in the Dallas/Fort Worth metroplex area, some cities were ffff experiencing economic difficulties while others were not, In preparing the budget, the City knew that fiscal year 1988-89 would be one of continuing challenge. Past growth had placed enormous strains on manpower, equipment and Infra-structure, The flow of revenues that would accompany growth trends had ( been stagnated by the slowing economic conditions throughout the area. i Revenue bases that would typically be expanded by annual increases of 1C% to 15% had slowed to 1% to S% and in some cases were actually declining, especially in the building activity areas. The good news was that it appeared that this situation would only be a short term condition. With a more diversified economy, the metroplex "onomy is once again on the upswing. Announcements by manufacturing firms and other developments mentioned earlier would add significantly to the employment and revenue bases. Long term projections for Denton still indicated continued growth and expansion well beyond the year 2000. The 1988-89 budget challenge was to stay poised and ready to handle the expansion and not drastically reduce current service levels. This was a very difficult budgeting process. In all funds, personnel additions were limited to those positions that were absolutely essential, those which would pay for themselves through increased revenue collections, or those which were mandated b outside agencies such as the state. In addition to the uncertainty of federal, state and local economies, a conservative approach was taken in budgeting both revenues and expenditures, Despite a generally conservative stance, the budget continued the service levels which had come to be expected by the citizens of Denton, and overall the budget was viewed as a positive plan in light of the local economy. la, ; The budget, overall, was viewed as a conservative or maintenance budget, Overall expenditures increases were held to a minimum and, as was stated earlier, only a handfull of new positions had been proposed. City salary I adjustments were 4% for all job fanilies except for service maintenance, executive and temporary/seasonal. The service maintenance job family received a 6% adjustment, the executive job family received a 3% adjustment, and i temporary/seasonal received no pay adjustment. j -1i- 1 I y Y3. Y' 1 1 Transmittal Letter (continued) Major Initiatives icontinued) Since the budget was a maintenance plan for services, no major new initiatives were undertaken during the fiscal year, However, due to fiscal responsibility during the fiscal year, and the projections of the economy, the future looks promising, For the Future - As indicated earlier, the City has embarked upon an 7 economic development program with the philosophy of attracting industrial prospects and expanding existing companies, The establishment in 1987-88 of the Economic Development Office and the development of a utility rate incentive program will help facilitate future growth. The utilities department has also established within its capital improvements program, a $500,000 assistance program in order to aide in the construction of water and sewer lines for industrial and residential development. In addition, the Planning Department has developed a main street program, j which began in the 1988-89 Budget year, The Coordinator will work in I conjunction with the State (lain Street program in order to redevelop the If downtown area. i The Capital Improvements Program has been developed to maintain and expand the City's infra-structure. The plan calls for expansion of the library, two additional fire stations, expanded parks and recreational facilities and the { building of a new law enforcement center. In addition, the plan also calls for maintenance and Improvements on existing streets and the development of future streets within the City of Denton, it also calls for a master drainage plan and will assist in the development of traffic signalization throughout the city. tal waterh treatmenteSplant. These oimprovements, aalong with etheiopen ngf of new Roberts !later Reservoir in the current year, will provide adequate water supply to the City well beyond the year 2000. Financial Information Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are protected from loss, theft or misuse and to insure that adequate accounting E data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. The internal ?ry control structure is designed to provide reasonable but not absolute assurance r! that these objectives are met. The concept of reasonable assurance recognizes that (1) the cost rf the controls should not exceed the benefits likely to be derived, and, (2) the valuation of cost and benefits require estimates and judgments by management. Single Audit As a recipient of federal and state assistance, the City also is responsible for insuring that an adequate internal control structure is in y' place to insure compliance with applicable laws and regulations related both c •ifi- 4Ppi'+y ~ ~ 1 II ".41J 1\I'C R 1 Transmittal Letter (continued) i Single Audit (continued) ! to the state and federal programs. This internal control structure is subject to periodic evaluation by management and the outside auditors of the City's i f financial statements. As a part of the City's single audit, tests are made to determine the adequacy of the internal control structure including that portion related to the federal financial assistance programs as well as determine that the City has complied with applicable laws and regulations. , The result of the City's single audit of the fiscal year ended September 30, 1989, provided no instances of material weaknesses in the internal control structure or significant violations of applicable laws and regulations. Budgeting Controls In addition, the City maintains budgetary controls. The objective of these budgetary controls is to insure compliance of legal provisions embodied in the annual appropriated budget approved by the City Council. Activities of the General Fund, Special Revenue Funds, Debt Service Fund, and the Enterprise Funds are included in the annual operating budget. Projected financial plans are adopted for the Capital Improvement Funds. The level of budgetary control (that is the level at which expenditures cannot le ally exceed the appropriated amount) is established by function activity within an individual fund. The City also maintains an encumbrance accounting system as one Il technique of accomplishing budgetary controls, and a technique of budgetary "lock out" which will prevent a transaction from exceeding legally i appropriated budgetary amounts. SS As dcsnonstrated by the statements and schedules included in the financial 1 l :;ection of this report, the City continues to meet its responsibility for sound financial management. General Governmental Functions k The following schedule represents a summary of General Fund, Special Revenue Funds and Debt Service Funds for the fiscal year ended September 30, 1989 and the amount and percentages of increase/(decrease) in relation to prior year's revenues. The amounts in this schedule are expressed in thousands of dollars. Increase of Percent (Decrease) Increase Revenues !Mount of Total from 1988 (Decrease) Taxes $ 10,574 70.12 $1,179 6.78 f Licenses 8 Permits 223 .84 11 5,19 Franchise Fees 595 2.25 (56) (8.60) Fines 3 Forfeitures 11233 4.66 88 7.69 f Fees for Services 19298 4.90 (15) (1,14) Interest 808 3.05 208 34.67 Inter-Governmental 10682 6.35 1,503 42,66 Miscellaneous 2,073 7.83 10067 106.06 i TOTAL S 26,486 100.00 $20985 i J V. i ~'NYYP N 11iUC V I Transmittal letter (continued) General Government Functions (continued) The most significant increase in revenues from a continual source was in the tax category. The increase is attributable to an increase in property tax valuation and appr ximately $80i5gmillionxfromlthe11987 tax yearerandtthevCity collected approximately $220,000 more in delinquent ad valorem taxes in the current year. The second largest tax source is sales tax which increased $464,000 from the prior year. The major portion of the increase was due to the continual recovery in the local economy. The city receives 1% of the 7% sales tax collected on sales occurring within the city. I The miscellaneous category of revenues rose primarily due to 1) a one time ' contribution of $370,000 from special assessments for payment of debt service and 2) motor pool contribution of $306,000 for payment of debt service for Contractual Obligations. The following schedule presents a summary of General Fund, Special Revenue Funds and 6`ebt Service Funds expenditures for the fiscal year ended September 30, 1989, and the percentage of increase/(decrease) in relation to prior year amounts. Once again, the amounts stated in this schedule are expressed in thousands, Increase % of Percent (Decrease) Increase Expendit res Amount of Total from 1988 (Decrease) Current: , General Government $10,842 33,18 $2,374 28.03 Public Safety 99150 28.01 831 9.99 Public Works 4,367 13.37 327 8.09 Parks S Recreation 21398 7.34 92 3.99 j Capital Outlay 404 1.24 (45) (10.02) Debt Services: Principal 3,314 10.14 1,173 54.79 Interest S Fiscal Charges 21195 6.72 171 8.45 $32,670 100.00 $4,923 The primary reason for the increase in operating expenditures was due to salary and wage pay for performanci~ increases, and increased health insurance costs. Gcneral government expenditures included a one-time contribution for health insurance of $701,000. The significant increase in debt service expenditures is due to debt issuance in 1907 and 1988. In December, 1986 voters approved a $21,6 million Capital Improvement Program that was to be phased over a five year period. The first of the five annual bond issues of $3,500,000 for General Obligations Bonds was sold in April of 1987, An additional $1,600,000 of Certificates of 06119ations were issued during the year. Of this amount, $500,000 was for airport improvements and $1,100,000 for a city wide radio communication system. f ~v- 7 s aw r arr.w Letter of Transmittal (continued) General Government Functions (continued) The second of five annual bond issues of $3,600,000 for General Obligations Bonds was sold in March of 1988. An additional $775,000 of Certificates of obligations were issued during the year for Motor Pool vehicles. General Fund Balance The fund balance of the General Fund increased by 4% in 1989. The increase in fund balance provides the City with an average of 46 working days of expenditures. However, $495,891 of the balance is reserved for encumbrances. In addition, within the undesignated portion of the fund balance, $518,649 of the balance is designated for subsequent year expenditures. Enterprise Operations f i The City's Enterprise Operations consist of a utility system which j provides for electric, water and wastewater services. Tre Enterprise ry ` Operations also include sanitation services for residential, commercial and I landfill operations. In the Water Fund there was an 8.5% rate increase which raised the average { cost of water from $2,25 to $2.55 per thousand gallons of water, This increase was due to the cost incurred for the new Ray Roberts Reservoir, for which construction was finalized during the year. Electric and wastewater rates experienced no increases for the year. The $1.95 million Increase in operating expense was primarily due to i depreciation. Additional cost for salaries and wages was due to health Insurance increases and salary and wage adjustments. The Sanitation Fund had no rate increase for residential customers or landfill use. There was an 18% increase in rates for commercial roll off customers, and an 8% increase for dumpstsr customers. This increase only generated $26,000 of additional revenue due to a 6% decrease in volume at the landfill. Operating expenses for the Sanitation Fund increased by $2490000, and were due primarily to salary and wage pay for performance costs and increased repair.q costs for sanitation vehicles. Debt Administration At September 30, 1984 the City had a number of Bond issues outstanding. Mang the issues that were outstanding were General Obligations Bonds totaling $28,956,730, $53,109,873 in dotes Payable to the Corps of Engineers, $530,000 in Contractual Obligation, $205850000 in Certificates of Obligations and $41,040,000 of Utility System Revenue Bonds. The Contractual Obligations are , used to finance the purchase of equipment on an annual basis over a three year day back period. The City has maintained on its General Obligation Bonds an A+" rating from Standard and Poor 's Corporation and a "A 1" rating from E Moody's Investors Service Inc. Utility Revenue System Bonds have maintained f~ y an "A" rating from lioodyrs Investors Service, Inc„ and an "A+" rating iron Standard and Poor's Corporation, .yip r~ ""tll ' I i 1 T L 1111. _ 9 1 M.r i , w,u u ~ 1 .'...aea: I Letter of Transmittal (continued) I Debt Administration (continued) As was mentioned earlier, the City has developed a plan for issuing annual General Obligation bonds that were approved by the voters in a five year c apital improvements plan, The Certificate of Obligations are used for short term al o anticipatesnIssuing utility financing of the construction City a new water plant at the Ray Roberts Water Reservoir, Cash Management The City follows an active program of cash management, keeping all temporarily idle funds in interest bearing accounts, These accounts are in f the form of NOW accounts, certificates of deposits, U,S. Treasury issues and Federal government agency instrumentalities. On August 31, 1989 the annualized yield on investments was 8.72%, compared to 7.14% and 5,82% for the same period in 1988 and 1987 respectively, Investible funds as of September ' 300 1989 were $56." million, which is an increase from $48,5 million in 1988 and $46,7 millic,, in 1987. Investment maturities have been lengthened from 58 j days in 1987 to 210 days in 1989. As of September 30, 19890 the City's 1 average yield on investments was 8,58% compared to 6,86% for the same period in 1988, The City's investment policy is to maximize yield with minimal amount of risk while maintaining an actively competitive yield on its eertfolfo. Accordingly, all of the City's deposits are either insured by the Federal Deposit Insurance Corporation, the Federal Savings and loan Insurance Corporation, or are collateralized by governmental securities. All collateral 1 on the deposits is held by a third party financial institution's trust a deportment in the City of Denton's name, Tha Investments of the Deferred Compensation Fund that the City participates in are held separately from those of other city funds by an outside trustee appointed by the City, State ~i statutes authorize the City to invest in obligations of the U.S, Treasury and the U.S, agencies, obligations of the State of Texas and related agencies, and municipal securities of any state rated "A" or above by Standard and Poor's J Corporation or Moody 's Investors Service, Inc., and repurchase agreements. I Risk Management During the the City continued with its risk management program for the City of Denton. The City, in 1987, contracted to have an actuarial stud to t project the City's property workers' compensation, and liability costs for a J five year period. The following schedule represents the projected costs as done by the actuarial study as, compared to the actual costs that the City experienced as of September 30, 1989. This schedule, as presented, is expressed in thousands. Workers' Program Property Co_ mpensation Liability cost Transfer FY 89 Projected $50 $373 42 i J FY '89 Actual 24 229 $ 4 $1300 $30 ! 163 839 35 As part of the comprehensive plan, the City does participate in a self insurance fund for its property and casualty liability, along with workers' J compensation benefits and medical coverage for employees, Reserves are being -vii- $ E T 17 wr wa Letter of Transmittal (continued) Risk Management (continued) accumulated in the fund to meet potential future losses. In addition, the City's risk manager has initiated various programs in order to try to control risk and to include training of employees for the prevention of loss, Independent Audit The City Charter requires an independent audit of the accounts of the City by an independent auditor. The accounting firm of Deloitte Haskins A Sells was selected by the City Council to perform the annual audit. In addition to meeting the requirements set forth in the City Charter, the audit was also designed to meet the requirements of the Federal Single Audit Act of 1984 and related 0146 Circular A-128. Awards The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its I comprehensive annual financial report for the fiscal year ended September 30, 1988. In order to be awarded the Certificate of Achievement, the City published an easily readable and efficiently organized comprehensive annual { financial report. This report satisfies both generally accepted accounting principles and applicable legal requirements. The Certificate of Achievement is held for a period of one year only. We i believe that our current comprehensive annual financial report continues to n i meet the Certificate of Achievement requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. In addition, the City has also received the GFOA's award for Distinguished Budget F Presentation for its annual appropriation budget dated July 31, 1988. In order to qualify for the Distinguished Budget Presentation award, the City's budget document was judged to be proficient in several categories including policy documentation, financial planning and organization. The City has submitted its July 31, 1909 budget to the GFOA to determine its eligibility for another certificate. We believe that it continues to meet the Distinguished Budget Presentation Award criteria. Acknowledgments We would like to thank the Finance Department staff, the department directors and division heads for their diligent efforts in the presentation of the annual financial report. A tremendous amount of time and effort went into the develop,nent of this report, especially by the Finance Administration staff. Also, we would like to thank the City Council, It is because of their l leadership, and support of the City, that helped make the preparation of this report possible. sincerely, John F. McGrane Monte C. Mercer Executive Director of Finance Controller 012bf -viii- Certificate of Achievement for Excellence in Financial Reporting I Presented to City of Denton, Texas For its Comprehensive Annual j Financial Report for the FI" Year Ended September 30, 1988 A Certificate of Addevwmt for ExaOmn in FinanNa) `y . 1 Reporting is presented by the Govanmsnt hlnence Offtcas % Association of the United States and Canada to owemment ludts and public emplosw tetb wwt :ystorru whore tornpreFwnslve annual flnanclal reports (CAMS) ac m the hishest standards in govannwnt dcto m6v and 11nsr+cW rtpordny. President l~ boo Ix r,~:9~Ww12'a IctY~ I~ x tm 4r umi " 9 C > ii m Cjy N :3: •1 m g T> ~ C C i N m m all N i f r~ N! r' N i P Ur, E a z ~ = 0 ~l z -.4. i 1 43 to p N -b4 n A " Y 1. ' CITY OF DENTON f List of Principal Officials September 30, 1989 III i Elected Officials Title Name Mayor Ray Stephens Mayor Pro-Tem Hu 1 9h Ayer Council member Jim Alexander Councilmember Randall Boyd ' " Councilmember 4 Bob Gorton Councilmember Jane Hopkins Councilmember Linnie McAdams City Offfclalt ;.z Title Name City Manager Lloyd Y. Harrell Deputy City Manager p Rick Svehla Executive Director for Finance John F. McGrane `Xp< Executive Director for Utilities ' R. E. Nelson Executive Director of Planning and Community Development ' u Frank Robbins Executive Director for Municipal ~y Services and Economic Development Betty McKean City Attorney Debra Orayovitch p Police Chief Michael Je: Fire Chief John L. Cook W City Secretary Jennifer Palters s I '.b 1+;+: f'Fi' S11a'C'" "i1„l: y.a`nni'>»'+~air;`.`,_Sr$+Ur3!'','f5%,1df :946 '1''+., wr?r;+fk'iy f F "AIM E ~ r I I{ R~' !4. 1 Ir L r r.~, """~`YYY 1iWt~..o:.>.rw:a . , _ u.,ti•e!aene..y %AYA l y 1 1 1 Delel to HaskinsAells 801 Cherry Street. Suite 2340 Fort Worth, Texas 76102.6801 „i 18171 3.162531 Metro; 654-2777 1 Cable DEHANDS INDEPENDENT AUDITORS' REPORT The Honorable Mayor and Members jj of the City Council City of Denton, Texaa$ ' 1 We have audited the general purpose financial statements of the City of 'f Deotoa, Texas ('City"), as of and for the year ended September 30, 1989 as I( jj listed !o the table of contents$ These financial statements and combining, individual fund and account group financial statements and schedules. discussed below are the responsibility of the City's unagement. Our responsibility is to express as opinion on these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement As. audit includes examiningp on a test basis, evideace supporting the amounts and E i disclosures in the general purpose financial statements, An audit also includes assessing the accounting principles used and significant estimates made by management, as ws31 as evaluating the overall financial t- statement presentation, We believe that our audit provides a reasonable bests for our opinion. .t I purpose financial statements referred to above In our opinion, the general present fairly, in all material respects, the financial position of the City At September 30, 1989 and the results of its o;+erations and the changes in financial position of its proprietary fund types for the year !"1 then ended, in conformity with generally accepted accounting principles, Our audit also comprehended the combioing, individual fund and account t' group financial statements and schedules listed in the table of contents. In our opinion, such supplemental information, when considered to relation to the general purpose financial statements, presents fairly in all material tespects the information shown therein. December 1, 1980 1~f..rttt p~ r s "d+, ~na CITY OF DENTON. TEXAS COMBINED BALANCE SHEET - ALL fUND TYPES AND ACCOUNT GROUPS SEPTEMBER 30, 1989 Governmental Fund Types I Special Debt Capital ASSETS General Revenue Service Projects Cash and deposits (Note 2) 12,050,130 ; 812,037 103,223 = 2,470,067 Ir I , Investments (Note 2) 2,511,241 1,295,461 11,809,117 Receivables (net of allowances for uncollectlbles)- Taxes 609,774 - - Accounts - - 1 Unbilled utility service - - - r ` 1 Special assessments - 186,753 _ Accrued interest 64,364 643 16,871 302,271 Other 329,557 37,284 - r- - Due fro+n other funds (Note 111 64,696 17,071 Due from other governments 140,720 - 27,055 Merchandise inventory, at lower of cost or market - - E Deferred bond issuance costs - - - l i' Restricted assets (Note 4) - Cash and deposits (Note 21 - Investments (Note 2) l.~ Accrued Interest fixed assets (net, whore r applicable, of accumulated lL depreciation) (Note 3) Amount available in Debt s 5ervioe Fund - r Amount to be provided for retirement Of 1000-tam liabilities s Lw P' Total Assets 15,629,763 11,001,763 $106020314 =14,908,1110 r The accompanying notes to financial statements are an integral part of this statement. i • i~ L,I d ~'G<1M1M pvf.Cn~ FY s we: uclary Totals Proprietary Fund Types Fund Types Account Groups (Memorandum Only) Trust General General Internal and Fixed Long-Term September 30, September 30, 1J Enterprise Service Agency Assets Liabilities 1989 1988 $ 4,970,111 = 804,918 $1,739,327 _ - $ $13,149,821 $32,691,623 16,472,710 1,910,343 1,764,439 - - 35,763,374 16,090,000 i 609,774 558,011 ! + 4,$33,415 69,932 - - 4,603,347 4,421,185 5,514,295 - - S,S14,299 3,815,548 - 186,753 188,S18 I 466,046 - 38,43A - 888,626 830,691 I , 349,546 - 12,226 - 728,615 14216,728 4,009,957 433,000 3,019,083 7,543,813 8,5380763 _ 1fif,TTS 205,238 586,223 1,305,337 p j 1,.91,560 21638,318 890,647 - • - 890,647 894,792 i 5,870,311 - - 6,810,311 10,791,891 6,130,112 - 6,1300112 84,308 - 84,308 ' 141,122,170 2,945,628 - 70,339,728 215,0070526 154,863,861 j • 11132,060 1,132,060 1,912,926 '"J •30.576.160 30,516,f60 28,193,238 ~J i 1191,600,517 ;1,4694158 $6,573,509 170,339,728 $310708,820 1330,740,136 1267,857,339 tgrtltrtau tULtrut Htfr•tf t• gtlrurgt uurrUH• tLrttur Hr ttt rrtlurM I i p1 F (Continued) ~f a l 41 ~ Y. X .3. J J 1 iCxsis;+k~i! r6 , . PF'I i 'ii'i _,i' d.tr V .rr3H3..A MS.^W/ 1a. «r.YFi'n uen~tin'1-Y~} `~e.4 r -low 17" I 1 Q ~ a .1 8 i CITY OF DENTON, TEXAS - COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (CONTINUED) SEPTEMBER 30, 1969 Governmental Fund Types LIABILITIES AND FUND EOUITT General Revenue Service Pro2eets ,i 1 Liabilities: 1 Accounts payable and accrued _ ( expenses $1,229,854 $121.342 : - $516,695 Aetaina payable - 3070160 Accrued vacation and ( sick leave (Note 4) - - - Deposits 65,000 Payable from restricted assets - - ! - ' { (Note 4)- r Accrued interest 51,119 Revenue and general obligation ) bonds payable, current - Out to other funds (Note 111 9,600 85,998 - 5,750 '.1 Deferred revenues 1SI,176 15,269 419,135 42,351 V ! Leases payable (Notes 4 and 5) . ( General obligation bonds f t payable (Note 4) - E' n Certificates of obligation (Note 41 . Revenue bonds payable (net - - ; J of bond discount) (Note 4) . Note payable (Note 4) rc: Total Liabilities $1,465,630 8222,609 $470,254 $871,956 tv, - 1 The accompanying notes to financial statements are in integral part of this stitaatant, w r- I ;e L i;. 1 ~ ( 1 r t ;,:F x.- ~ ME IT n"i i i WIN WWI j j . i j uc ary Totals Proprietary Fund Types Fund Types Account Groups (Memorandum Only) _ ..,r Trust General General - Internal and Fixed Long-Term September 30, Septamber 30, Enterorise Service se Semite Agency Assets Liabilities 1989 1988 2,090,713 ; 214,927 $4,354,542 - 8,528,013 ; 9,631,051 if eL 39,989 - - 347,149 347,076 tl 441,094 16,682 - 2,216,232 2,674,008 2,620,333 = 1,005,226 - 1,070,226 70S,094 ~ 1,132,260 10183,379 1,201,829 r, 2,553,200 - 23553,200 2,590,560 6,161,049 1,281,416 70543,811 6,538,763 13,121 641,052 594,723 - 92,481 - 7,279 100,266 472,321 1,118,221 • - 21,655,309 26,833,530 27,116,180 i 1,265,000 1,83!; 1<l0 3,11;,000 20350,000 ) r, 1 ' 38,410,000 3 36,610,000 40,865,000 ` 63,1.09,673 $106 34J46 $2,991.012 l41354,542 { ; =31,108,820 ;148,309,569 X97,541,925 i (Continued) I t n r+ 1 .J .5. i I ~:'_srrrw~•,t n9.+r$+`e'~fk41k+01 _ ,y) x`'14G+~. ~y Vta~,Nr" l [~lr i~f~''3 r e .1h1 ~ mil A b, 1 n if i R 3 t d A , a •.~.sy, s~¢';~,k .~a'y~,yr ;~p~h~or~s~~.~t~e~;~.i'~ai'~r r M it CITY OF DENTON, TEXAS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (CONTINUED) SEPTEMBER 30, 1989 Governmental Fund Types Special Debt Capital LIABILITIES AND FUND EQUITY General Revenue Service Project! Fund Equity (deficit): Contributed capital- Frw other municipalities or govcrn,aental units In aid of construction Investment in general fixed i assets 4 1 Retained earnings- , Reserved for bond ratiresint r' { (Note 4) s l St~ . Unreserved ) Fund balances. r• i Reserved for debt service - - 1,132,060 - f Reserved for encumbrances 495,891 41,659 - 263680782 L A Reserved for capital projects - - 119567,832 , Unreserved- Designated for subsequent € " years' expenditures 518,649 743,493 UndellTotalgnFund Equity u1 (Deficit) 4 3,,174159,593 - . ,133 . 786.164 R b 10132,060 13,936,611 l Total Liabilities L k r and Fund Equity 15,629,763 $110071763 $1,6026314 $14,808,510 The accompanying notes to financlal statements are in integral pert of this statiment. e, { u ,a : i ~r Fiduciary Totals _ froprfetary Fund Types Fund Types Account Groups (Kemorandue only) Trust General General Internal and Fixed Long-Term September 30, September 30, Enterprise Service Agency Assets Liabilities 1989 1988 j $ 14,903,082 13,864,336 1 - - ; 14,787,418 ; 17,929,728 6 21,091,310 - - - - 21,0916310 20,864,686 k - - - 70,339,7cd - J 70,339,728 64,431,502 8,653,741 - - - 8,653,741 7,240,433 4D,617,632 693,810 - - - 41,311,442 39,490,197 - 1,132,060 1,91:,928 ~ 1 - 2,906,132 2,228,147 11,5670832 12,6380426 1,262,144 790,594 - 2.218.967 - 6,378,540 2,888,273 65,265,765 4,376,146 2,218,967 70,339,128 - 182,410,567 1700315,414 n W s $191, AA,511 $70469,158 $6,573,509 $70,339,728 131,708,820 $330,740,136 1267,857,339 gasp ...Ross* aaefeeefae ■efteeaa•e ■aaeaseaeea •eeaaeYeeae eaeftaesefef ueH■aaaefY r~ f f , i i , J Ye{W ty3,1.. 1, i',ck~1,4s~?iA},''r~r#~,!W,2iFt.;"r55~.~,-A~„>;:'P. ap4, t`c'id"tL+;k r,Sifu ;s l~ti a..y~,d~Y.t.r.fd~~~iMlydrr.eta«!4.'Se.+r``da RM",rcS1 ti xi, y I CITY OF DENTON, TEXAS COMBINED STATEMENT OF FEVENUES EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 i Governmental Fund Types Secial REVENUES: _General. -••-Revenue- '•--.~'Serv Ito -..•-.Projects• 1 Taxes 114,131,639 1 - 14,442,571 1 - Licenses and permits 222,)56 - j- Franchise fees 695,142 f r ~ Fines ines And ind forfeitures 1,232,766 Fees for services 821,039 477,167 ! Interest revenue 517,525 18,593 272,162 1,191,481 Inter44overnmental 471,832 16209,613 - 37,665 ~ ContrlDutions - { Miscellaneous 1,396,310 677,140 -184,211 1 Total Revenues 19.389,009 2.382.513 4,714,733 --1,409.363 • 7 II EXPENDITURESf ~I Current- General government 9,012,864 1,769,236 k., Public safety 9,139,075 11,239 4 Public works 4,367,287 - - Parks and recreation 1,983,886 414,062 r^ other CA ttal outlay 341,804 61,729 - 5,720,996 De t service. Irlneipal retirement ' 3 44 6T Interest And fiscal charges 64 lr;l~l;e Total Expenditures 24,9041916 20256,266 5,508,631 5,720,996 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 150616,907) 126,247 (7930898) (4,311,633) r OTHER FINANCING SOURCES (USES): Proceeds of Ion term debt 4,016,000 r Operating transfers in 611;2 ,13) 42,300 Operating trans ere out 28 668) 14:954.030 39 1791 13 176,954) T tat 0thi~r Financing Sources (Uses) S 673 469 346 1.5 13,030 J 961 346 EXCESS OF REVENUES AND OTHER SDURCES OTHER WWI) EXPENDITURES AND 151,662 473,022 1780,8681 (330,287) FUND BALANCES (DEFICIT) • October 1 4,016,511 312,132 1,912,928 14,266,901 00 i. t I FUND BALANCES (DEFICIT) . September 30 40111,133 1 7850164 11,132,060 113,936,614 n fff 0/f Hff f/■fs/f■ff q[UY//!Y ffff//f U[f L. i The accompanying notes to financial statements are in tntegral part of this 60 4ment, u i ~I } vfiiXry Totals F1ducIary .....(memorandum Only)..... Fund Type ~~1eer Ended Ex end ble September 30,SeptefAber 30, ~rus~ 1989 1988 - ;18,514,210 117,394,836 • 222,756 2J1,?Q9 595,142 650,8+9 1,232,766 1,144,911 1.298.206 1,312,662 j 15j 0,480 2,110,247 1,584,569 - 1,715,110 1,429,335 5:251711 5,251=111 2460486 - 2,257,661 1,285,540 6,402,191 ...33, ...297.,.8.. 09 ...27.,475...,217 I • 10,8420100 8,468,435 • 9,150,314 8 8,904 42,33~y6y17~,28~e7 4, 0,4x,69 2,998,660 Af 21998 M - 6,1240529 5,102,214 { 3,314,167 2,140,773 2194,464 2,024,010 •2,998,660 ~41,389,4b9 35,186,659 2,403,531 (0,0916660) (79711,342) ? I 44,0 6$000 S7~~S89 ~ (35,0001 (56478,801) t336T31778896) 135,000) 9,979,620 0,809,801 'r` Jtl e 1 2,368,631 168670960 10098,459 (149,5641 •20,358,968 •19,2606S09 2,218 967 22,246,920 120,3501966 tlfH~Nf Hfffff Yff 11 0111 8 11 6 'I I 1 4- I pilfl'V'~'~'+yr3'.19`.~fi~~~'~'♦~u'('$l'~b~~ b ~~r. I, u:h Y f5 fi, GT :i err n }P•RL it 4 it ~,],~»a °,...a «e'. o, i~M,i ..r.1 M:; .h ~C1 °F~7i i CITY OF DENTON. TEXAS i COMINED STATEMENT Of REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL, SPECIAL REVENUE AND DEBT SERVICE FUNDS (NOTE IC) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 General Fund Yarlanee- f vors6le Budget Actual (Un~avorab~e) REVENUES., Taxes ~13.aye,391 ;F4,131,639 ; 675,248 Licenses and perxl:a ai,800 222,766 (41,0441 Franchise fees 507,641 59.142 87,601 - Fines and forfeitures i147,924 1,231,766 (115,1581 Feet for services 109 821,039 (4,0701 Interest revenue 36V,:)0 517,525 167,525 Intergovarnewlntal 440,428 471,832 31,404 ! Miscellaneous 1,626,850 1,396,310 1130,540) r 1 fi Total Revenues 18,728,143 19,389,009 660,866 [XurrentREtt , Currl nt• I 6eA#rat vernment 9,454,143 9,194,385 269,768 Public sifity 8,972,846 9,172,289 (199,443) } i Pjblfc works 4,437,919 4,380,769 57,150 parks and recreation 2,047,608 1,999,267 48,341 Ca ita1 outlay 402,399 3660654 45,846 Debt to vice- - Principal retirement ) InteresTotal Expsndituresas 25,311,916 .26,103,26R l EXCESS OF REVENUEl OVER (UNDER) EXPENGUI ORES (6,586,772) (5,714,265) 872,617 f OTHER FIrKINO %K11 (USES)t 3y p jr i i Op riling trintfiri out 6112i;~10 ) 61118;111) 11M,I t~ tt r ToSOureiisfUiolfnelnq 5,6776683 6,673,469 (49114) EXCESS OF REVENUES AND OTHER SOURCfS OVER UNDERA) EXPENDITURES ~ND OTHER USES 1909,184) )10,186) 868,403 FUND BALANCES, October 1 216001667 460160671 166161904 i L FUND BALANCES, Septomber 30 4 116916478 31976,785 21384,301 au usuan uuaaaaua araoanu■ .,,a,. The accompanying notes to financial stitmonts are in Integral part of this stitmAt. p i .10. • 1 -'T,.~ ,H MW rtlY\'14 S I 3 F 1 i I i Special Revenue r Fonds,--,..,,,, ..,,,,.......Debt Service Variance. Variance- Favorable Favorable Budget Actual (Unfavorable) _8sdget Actual (Unfavorablel $4,442,571 $4,442,571 - E 650,637 431,870 (218,761) r-^ ( - 1346 1,546 100,000 212,162 1720162 • ^7,227 74221 f 650,631 440,643 (209,994) 4,542,511 112,162 {k4 611,971 412,997. 117,338) 1 3,330 2,930,000 3,314,167 (384 161) 24264,755 2,194,464 60:291 611,921 416,33: 1950436 •5,184,165 61608,631 (323,876) k,646 24,308 (140336) (642,1841 (793,898) (151,714) (11,662) 111,6 6) 13,030 13,030 (11,642) 110`8621 800 13,030 13,030 27,004 13,446 (13,558) (642,184) (780,868) (138,684) n $0,456 50,466 • 11912,928 1,912,926 O W , $ 1T, 160 63,902 (13,8581 $1,210,744 $1, U2,060 (138,6841 1 y i E ~ }'t X11 r~ h.'$.'ara.sLrit~:~:%.YE7islNe.aitl~ I h CITY OF DENTON, TEXAS f _ f COMBINED STATEMENT OF REVENUES, EXPENSES AND CIUNGES IN RETAINED EARNINGS All PROPRIETARY FUND TYPES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 _ Proprietary Fund Types Internal Enterprise Service OPERATING REVENUES; Electric service 996.395 Later service 8,572,433 war sere ce 1,561,069 Chnerys for goods and services 3,417,775 6,247,525 3,640 38,562 Total Operating Revenues 80,557,512 6,286,087 OPERATING EXPENSES: Pur1h+sed power 44 2 4 g ,I Fwl 5 8 1 {f Purchase of water 2'184'927 • :yi' N rials and iu~~li s ' Salaries and w2pars 2'13'88 2'967~g 1 1 + nWince an Depreciation „ Miscellaneous 6,706,38982,1673 }'}86'262 2 272,393 i Total Operating Expenses 68,829,235 •15S1,f68 Operating Income (loss) ~ 110728,277 328,314 3 140PERATIN6 REVENUES (EXPENSES)t Ir' merest revenue 2,239,629 224,94 I It rest expense and fiscal charges (4 898,8201 11101612) he r ;370,365 17,638` I 1, r ` I Total Nonoperating Revenues (Expenses) •12.98;,356) 171533 " 406 Income (toss) before Operating Transfers 8,738,921 460,252 r Kf OPERATING TRANSFERS (OUT) (5,964,620) { Net Income (Loss) 2,774,701 /60,2Sz , s, • RETAINED EARNINGS - October 1 46,191,072 233 656 RETAINED EARNINGS • September 30/9,271,773 f 693 810 The aecampenying notes to financial statements are en Integral part of this statement. rM { , L~ i •12• l 4 Totals (Memorandum Only) w Year Ended Se 4...r 30, 1989 September 30, 1988 ~I 16663,95596,395 159 469,101 7;561,)69 1;819,902 8,669 ,100 6,120,316 l 4..402 362.479 j 85,643,599 .81.606.692 l FI 44,312,841 45,561 69 { 2,535,134 192,039 184,921 8,385,194 9,619,963 3,737,079 4,141,095 3,024,534 2,766,892 7,158,013 X 69.092 1 9;977,724 3.0 73,781,003 74 181,999 7 426 S93 12,056,596 i 7-1 2 205 431 J 3 371,363 i -16009;432 ( (167,t6s 31t 721 11,333,300) '(2,651,4231 p, I 96199,173 60093,293 (5,209,8011 16,964,6201 3,434,553 t.3,492 ,416 .6.... 38 6,7300630 45 1 Wt ~46 134 ..:...3... 96:::83 b30 ?t L; 1 r f t . ( IIj y ,~1F f i 'M.:M.., 1d y aYt fn~~f .'(UU4%~ 11II,",'!ea'~Rl~flfiil.'5.#`h~'~M7+t,+S^~W:~.»'i~.7}~{.}a".`f. krG'"7ff A,.Iq h. v. a`"q Y'r ME I I~tx~ r 1 p5fd1Y ,d tFA/~ a CITY OF DENTON, TEXAS COMBINED STATED Kr OF CHANGES IN FINANCIAL POSITION - ALL PROPRIETARY FUND TYPES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Proprietary Fund Types Internal Enterprise Service 1 SOURCES OF WORKING CAPITALI Operations- Met retiree (loss) before extraordinary item $ 2,711,301 j 460,252 f Items not requiring working capital- De rectation 6j j P 6,982,145 1,166 264 Aabrtlzatton of bond discount and expense 4,1 l 1 Working Capital Provided by Operations 8.760. 09 1,646,616 i Increase in long-term debt 53,109,873 755,000 j CootrIbut ons. ! i In aid of construction 226,724 Total Sources of Working Capital b2,091,206 -2,401,516 i I WSj OF WORKING CAPITALI qufs on of property, plant and equipment 69,487,j6~ , Reduction of long-term debt 2,415,550 241,000 r6 Net change to restricted assets and liabilities - I payable from restrfcted assets 1,300,599 Total Uses of Working Capital 63503512 1,301,009 Net Increase (Decrease) 10 Working Capital {1,106,106} $1,097,601 L, .6r668.81Y •utu.u• `,1 ELEMENTS OF NET INCREASE (OECREASE) IN WORKING CAPITALI Increase (decrease) in current assets- [nristmenN 117 454 153) $(11032,5¢1) ~ 7,301,7to 16910,343 L Accounts receivable 1 274,046 66102 t; Inventory 639,295 1107 64 Other current assets 1347,206 (211,904 Increase (Decrease) to Current Assets 02 90 1.0 ..--140.3 ..-623.6 iAesu) decrease in current liabilities- counts payable and other liabilities 461,466 363,333 DDuue to otherth nds (332,602 Oeferred revenue (1,369:741 110,484 Decrease (Increase) to Current Liabilities (1,246,408} ~~~/13,817 G i` Net Increase (Decrease) in Working Capital $11,106,1061 11,091,507 The Actompanyfng notes to ftnantiat statements ire in integral part of this statement. 1LJ' I 1 , 'R < ^ gFFy r 1 I TotalI (Memorandum Only) I Year Ended j 5e•,te•he• 30, 1989 SepienEer 30, 1988 i 1 i f 3,234,553 $ 883,492 7,166,421 7,158,013 f ....4.115 ...35.137 . 10,407,125 . 8,076,642 53,864,873 4,275,000 i 226.724 893.356 11 64,498,722 13,244,998 1 ~ . ~ tr 1 i ' 60,$46,172 9.400 638 ( 2,660,550 2,478,168 ' 16300,699 2,066,907 1 64,507,321 .14,017,733 r l I II j18,407,340} $(1,209,155) , 9,218,053 9,165,000 j 113rr39,11y8y)) (3,066+7,251) 669;110i 1(;891) i 2 I ~~989 9 71 183,992 1 . i' B24,867 B19 647,028) 11,,264 264, 4 ; 981; 37/) (9,741 (3,3801 ( ......11..• (772,591) 1970192 (86699) 1172,135) i` ■...or.au i Ki4 r v ' + ,iw r , may, ~ In d + 3 l f i i l 1 o ` . d er 1 t . r i J. ~9 .j i,. l3 { i E 4 k4 1 ryf ~s R w-cm~ TiVI'W~ 1 CITY OF DENTON, TEXAS NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 1989 (1) SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Denton C the City") was incorporated September 26, 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 considered in determining governmental activities to be reported within the City's general purpose financial statements include the degree of k oversight responsibility exercised by the City Council over the activity or function; the City's accountability for the entity's fiscal matters; the scope of public service of the entity and the nature of any special ` financing relationships which may exist between the City and a given governmental entity, The accounting policies of the City conform to generally j accepted accounting principles as applicable to governments, The following is a summary of the more significant policies, A. Fund Accounting 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 Cityl J 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, 1 E .17- 1 s IWVp~~ 1I 11 ~amV~ RrcL'r. i Ar { 1 Notes, City of Denton (Continued) i September 30, 1989 From the fund are paid the general operating costs, the fixed charges and the capital improvement costs that are not paid through other funds. J R Special Revenue Funds- l { The Special Revenue Funds are used to account for the proceeds i of specific revenue sources (other than special assessments, expendable 111 trusts, or major capital projects) that are legally restricted to expenditures for specified purposes. These funds include the 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 r f leases in the governmental fund types, Capital Projects Funds- The Capital Projects Funds account for the acquisition of 1 capital facilities being financed from bond proceeds, contributed capital, or transfers from other funds, other than those recorded in the Enterprise Funds, the Internal Service Funds and the Trust Funds$ Proprietary Fund 7y Des 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 and Sewer include the Electric, through user a charges. These operations, Y Systems (Utility ' Internal Service Funds- _ The Internal Ser,!ice Funds account for the financing of fi materials and services provided by one department of the City to other departments of the City on a cost-reimbursement basis. These funds ) include the Working Capital Fund (vehicle maintenance, warehouse and f~ machine shop) and the motor pool operation. d -l a- r 7 Notes, City of Denton (Continued) September 30, 1989 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) and Agency Funds. The Expendable Trust Fund is accounted for in essentially the some manner as Governmental Fund Types. Agency Funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of f operations, j ~ E General Fixed Assets Account Group k ! The General Fixed Assets Account Group represents a summary of I the fixed assets of the City, other than assets of the Proprietary + 111 Funds. Capital outlays in funds other than Proprietary Fund Type are recorded a: expenditures of those funds at the time of purchase and subsequently recorded for control purposes in the General Fixed Assets Account Group. General Long-Term Liabilities Account Grouo f The General Long-Term Liabilities Account Group represent3 a summary of the long-term liabilities of the City paid principally by 1 taxes levied by the City. This account group does not include long-term - debt accounted for in the Proprietary Fund Type;, 8. Basis of Accounting The accrual basis--the Proprietary Fund types are accounted for on a flow or economic resources measurement focus. 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 utilized for these funds. Modified accrual basis--The Governmental Fund types, Expendable Trust and gency Fund s are acco~ated for on a flow of financial resources measurement focus. Accordingly, the modified accrual basis is used for these 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, .J interest and intergovernmental revenues. Revenue sources s ~ ~iM6Y y Notes, City of Denton (Continued) September 30, 1989 from licenses, fines and forfeit+ires, service charges and I other miscellaneous revenues are recognized as the cash is - received. 2. Expenditures are recognized when the related fund liability is incurred, except for interest and principal on general long-term debt, which are.recorded when due, and vacation and sick leave, which are recorded when payable from current available resources. 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 formal budgetary integration. Encumbrances outstanding at year-end are reported as reservations of fund balances since they do not constitute expenditures or liabilities. C. Budgets and Budgetary Accounting M The City Council follows these procedures as prescribed by j 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 j proposed budget for the fiscal year beginning on the following Dctober 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 4 passage of an ordinance prior to the beginning of the p fiscal year. The General Purpose Financial Statements reflect appropriation control at fund level as approved by City Council. 4. The City Charter provides that the City Manager has the authority to transfer any unencumbered appropriation balances from one expenditure account to another within a single office, department or agency. The charter also provides that within the last three months of the year the City Manager must request the City Council to approve any transfer of unencumbered appropp iation balances or portions thereof from one function Eo another as well as any increases in fund appropriations. Individual amendments were not material in relation to the original appropriations which were amended. -20- i i i a tw: . i! Ja ..rA ."y Votes, City of Denton (Continued) September 30, 1989 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 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 reveiues and expenditures on the budgetary basis to revenues and expenditures on the modified accrual basis for Governmental Fund Types is as follows: SPECIAL GENERAL REVENUE FUND FUNDS Revenues: Budgetary basis S 19,389,009 S 440,643 Special Revenue Funds ; k Unbudgeted: Community Development Block Grant - 630,807 E Criminal Justice 111239 Emily I Other Fowler Library - 111,980 { 1,187,844 ....r..r.~.. 3 { Revenues on modified } accrual basis 19,389,009 213820513 Ex endi~tur~ess: Budgetary basis 25,1031264 4162335 a Encumbrances (net) (198,348) 80612 Special Revenue Funds Unbudgeted: Community Development j Block Grant 629,553 II Criminal Justice 119239 I Emily Fowler Library 107,599 Other .1,083,028 a Expenditures on modified accrual basis -'24904,916 2,256,266 I Revenues over (under) Expenditures on modified accrual basis $ (59515,907) S 1269247 i sa■uaaaaaa■ susu as as i ! r i -21- ; t i t n i. I Y . 1 et>x.vw~ j ^ Notes, City of Denton (Continued) September 30, 1989 D. Investments Investments are carried at cost which approximates market value except for investments in the deferred compensation plan which are carried at market value. Interest earned on investments is recorded in the funds in which the investments are recorded. E. Unbilled Receivables j The City accrues amounts for utility services provided in September, but not billed at September 30. I F. Inventories I Inventories are valued at cost or the lower of cost or market, Cost is determined using a moving average method. - i 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 r market value at the date of contribution. Depreciation is recorded on L_ f each class of depreciable property utilizing the straight-line method f over the estimated useful lives of the assets. E' Estimated useful lives are as follows., ! Fixed Asset Useful Life i (Years) ENTERPRISE FUNDS- i Electric System nera assets - Structures SO - Equipment 5 - 20 Distribution assets - Structures 50 - Equipment 20 - 33 Transmission assets - Equipment 20 - 33 Internal combustion assets - Structures 50 - Equipment 13 - 20 Steam power assets - Structures 50 - Equipment 20 - 35 Water and SewQr System 4 Structures - 50 Water and sewer mains 20 - 33 Equipment 10 - 20 Furniture and fixtures 10 Sanitation 11 Vehicles and equipment 10 ,J INTERNAL SERVICE FUNDS- Vehicles and equipment 1 . 10 -22- e xx s.:-+wxn~ 7 Notes, City of Denton (Continued) September 30, 1989 Renewals and betterments of property and equipment are capitalized, whereas normal repairs and maintenance are charged to expense as incurred. General Fixed Assets- General fixed assets are recorded as expenditures in the General, Special Revenue or Capital Projects 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 at the fair market value at the date of acquisition. Public domain (infrastructure) general fixed assets consisting of streets, curbs, sidewalks, gutters and drainage systems, are capitalized along with other general fixed assets. No depreciation is provided on general fixed assets. N. Property Tax Revenue Property taxes attach as an enforceable lien on property as of i January 1. Taxes are levied on October 1 and are due and payable at that time. All unpaid taxes levied October 1 be.ome delinquent February 1 of the following year. j I The City records revenue from current property taxes in the 1 year in which bills are measurable and available. An allowance is j provided for delinquent taxes not expected to be collected in the future. J r At September 301 19891 the City had a tax margin of $1.91 per $100 valuation based upon a maximum ad valorem tax of $2.50 per $100 valuation imposed by Texas Constitutional law. Additional revenues up to $40,842,694 could be raised per year based on the current year's assessed value of $2,138,360,945 before the limit is reached. 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 _j leave up to a maximum of 90 days. All other employees are paid only upon G illness while in the employ of the City. J J f f E 3 1 .23- ar rea vu Ux Z r Notes, City of Denton (Continued) September 30, 1989 As of September 30, 1989, the liability for accrued vacation leave and accrued sick leave is approximately $2,674,007. The amounts applicable to the Enterprise Funds ($441,094) and Internal Service Funds ($16,682) have been recorded in those funds, and the amount applicable to ( other funds ($2,2160232) has been recorded in the General Long-Term Liabilities Account Group. The amount expected to be paid from current available financial resources is not significant. J. "Memorandum Only" Total Columns 1 Total columns on the combined statements are captioned as "memorandum only" to indicate that they are presented only to facilitate analysis. Data in these columns do not present financial position, results of operations or changes in financial position in conformity with generally accepted accounting principles. This presentation does not represent a consolidation. Interfund eliminations have not been made in the aggregation of this data. (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 j deferred compensation fund are pooled into common accounts for the purpose of increasing income through combined investment activities. The i City's bank deposits (cash and certificates of deposit) at year-end were j 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 j 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, and repurchase agreements, At September 30, 1989, the City's investments are insured or registered or the securities are held by the City or its agent in the City's name. As of September 30, 1989, the City's investments are as follows: Market - Cost Value U.S. Treasury Securities $1801190476 $18,1760615 U.S. Agency Securities 23,774,610 23,789,842 $41,894,086 $41,966,457 !!ll!lliill !!!!!!l!l!■ ~I -24- id a~ „ gtAlk2A 7 Notes, City of Denton (Continued) September 30, 1989 (3) FIXED ASSETS General Fixed Assets- General fixed assets balances and transactions for the year ended September 30, 1989, are summarized below: Balance Balance October 1, September 30, 1988 Additions Deductions 1989 - Land $ 4,7269786 $ - $ - $ 4,726,186 Buildings 8,4360582 20150 - 8,438,732 Streets 370648,946 1,647,810 - 39,2960756 Machinery and equipment and other improvements 6,285,671 426,876 - 6,712,547 - Construction in progress __7,333,517 5,479,200 (1,647,810) 11,164,907 } Total $64,4310502 S -7,556,036 3(11647510) =70,339,728 { rssxsrassa sasssaaaaarr sss ra uaur rsaa.asa... Investment in General Fixed Assets- From bond issues $44,055,019 S 7,127,010 $(1,647,810) S49,534,219 1 From current revenue 1,052,867 429,026 - 7,481,893 -51,147,886 7,556,036 (1,647,810) 57,0160112 From contributions 13,323,616 - 13,323,616 r» ..........L r.......... Total $64,431,502 $ 7,556,036 $(11641,810) 570,339,728 rrrrar.err ssr.srrsrar rrsasu.rrr •.aes.u.rr -j J 1 j I J -25- , } 1 MR 11 I f~rw rw.a s y Notes, City of Denton (Continued) September 0, 1989 i General Fixed Assets by function and activity for the fiscal year ended September 30, 1989 are summarized as follows: Mach./Equip. Total Land Buildings Streets Improvements 1 TOTAL PRIOR TO OCTOBER 1, 1986 ;53,241,504 $4,594,452 $8,390,132 ;34,7921284 $5,554,636 ` 111 I( GENERAL GOVERNMENT: Parks 119,213 11,719 24,883 - 82,611 Parks Grant 48,001 42,026 - - 5,975 Legal 41,768 - - - 41,768 I Municipal Court 6,962 6,962 ersonnel 9,599 9,5 CMOMSED 13,4CO - 13,400 Building Maintenance 7,895 - 2,1 ,50 - 5,74S - Library 313,568 - 2,658 - 310,910 1 Nord Processing 22,543 - 1,122 - 21,421 I Data Pro !ssing 95,998 - 2,903 - 92,195 Planning/CO 134,721 73,201 2,034 59,418 Operations Analysis 220 - - - 220 TOTAL GENERAL GOVERNMENT 812_988 --126,946 -.--35_750 -.-650,292 PUBLIC WORKS: II Traffic Engineering 33,663 - - 33,663 Emergency Management 14,150 14,150 CEnggiineering 25,259 - 25,6259 if Pub7icnWerkt Administration 1j,p2j _ - - 171,p2597 Streets 4,611,664 4,335 11,590 4,594,412 61,261 r Airport Bond 3,796 - - 31796 Airport - 1,YS1 - 158,072 TOTAL PUBLIC WORKS 43768,469 4,335 11,890 4,594,472 FINANCE: Finance Administration 12,902 - - 12,902 Customer Service 22,567 - - - 22,867 I Purchasing 1,3119 - - - 1,319 ti tti countlnf 6,5187 - - 6,578 tax rt Clerks 19,147 - 19,192 Cou Offensive Driving 931 931 - - } FINANCE 64,233 - - - 64.,233 PUBLIC SAFETY: l Fire Administration 5,452 - 5Fire Operations 107,184 - 1,260 - 105:111 Fire Prevention 4,979 1,053 - 7,90 ' Emergency Medical 17,807 3921 - - 1 , Fire 1,323 - - 1,323 f Polite Administration 14,681 - - - 14,681 Criminal Investigation 10,501 - - 1J~501 Police Operations 514578 5 - 678 Patrol Division 68,122 - - - 68,122 TOTAL PUBLIC SAFETY ••-287,627 •••-•1,Q53 1,260 •-285,314 CONSTRUCTION IN PROGRESS -11,164,907 i TOTAL 70,339,728 $4,726,786 $8,438,732 $39,296,756 16,712,517 r~ tl!flYltl• !!M!!tl!f YY tl!!!!!Y YalY./!HU !!Y!tl!!!! .26- id d 95`r.'gr Note t, City of Denton (Continved) Sept:6r 30, ,989 Changes In general fixed assets by function and activity for the fiscal year ended September 30, 1989 are sumarited as follows: General General F1fg901/88ts Additions Deductions FIX Assets TOTAL PRIOR TO OCTOBER 1, 1986 ;53/,241,504 : - ; $53,241,504 GENERAL GOVERNMENT: •3- 1 Parks 100,285 18,928 149 007 Parks Grant 45,847 2,154 ~lunitipa# Court 26 962 15,899 41,768 ersonnel 1;818 7,781 - 9599 962 C%M D 1 13, 4DO Sul d'ng Maintenance 3;595 4,300 - 7'895 Library 182,271 131.297 - Nord rocessing 15 285 7258 _ 313,56833 Data Processing 50175 44923 9S,09>3 Planning/CD 88126 46595 134,721 Operations Analysis ~.220 220 - •-•_812,988 TOTAL GENERAL GOVERNMENT -533 132 279,856 1 °-i PUBLIC WORKS: ETTraffic Enggineering 8 561 25 102 - 33,663 EnelneeiinManagement 4;998 9,179 - 14,150 bodf Enforement 21 649 25,259 ub is Works dminfstration 1,0 i 6259 Streets 3,023864 1,647;810 4,671664 1 Airrppoort Bond 3,796 3.196 •1.251 - . 11251 J TOTAL PUBLIC WORKS ' • 3,082,400 1,686,069 4,768 469 FINANCE: Finance Administration 1337 11,565 - 12 902 Customer Service 13:152 9 415 ' Purchasing 22,361 kehier ng 1,000 .319 1'17078g7 Court Clarks 18,223 6 909 - 19;1 Defensive Driving 931 9932 31 TOTAL FINANCE 36,447 ' 28,786 - 64,233 PUBLIC SAFTY. fin AEditlnistratlon 1 842 610 5,452 Fire Operations 73;691 33;693 107,184 Fire Prevention 4:979 - - 4,979 o rgency Medical 17.807 - 111,83073 ] f Fire Po ice Administration 1,3733 23 14,691 Criminal Investigation 2,765 11136 6 1 Police Operations 51,518 17.1% -j Patrol Division 61,591 6 531 66,122 f TOTAL PUBLIC SAFETY •••.82.125 1 205 502 , - 287,621 CONSTRUCTION IN PROGRESS J -10333.61T 5,419,200 (1,647,810) 11,164,907 TOTA'. 6/,431,502 ;1,556,036 (11,641,810) e70,339,128 ptlrb ur utlrrrrrr •r er ur■rr urrrftlB t ,t av votes, C11 of Denton (Continued) t September 30. 1989 Y Construction to progress is composed of the following: Project Expended to Appropriation Septenber 30, 1989 Committed 511acrt Improvements ; 2751 30;601010 = 238;005 = 1835) ortBeast Park Northeast Recreation Center 1,300,000 2,000 1,298.000 Radio BMeg 1.100 000 1,096,193 3.607 267,300 68,598 98702 ,300) Animal Control 1,200,000 1,272,300 112 Recreation Center , n}etic Field 850 750, 000 844 0 000 238,342 511,658 Library i or Center 425,000 19,336 405,6~6y4y I Fire Sttaatippeeonnt 50000,000000 193-461 6000000 Lew Enforcement 200,000 200'000 Street and Brldpe - 4 946 Carroll Blvd. Project 240,Gd0 235,052 , i Drainage Projects 179 000 1P' 435 74,165 _ MiyAway 380 Projects 585: 000 431,503 133,139r,7g Re lee Projects 1,340,466 1,338,107 2.476 Repave Projects 1,165,387 999,711 165, Teasley Projects 40 000 32,414 7,526 Evers Park 113,740 4.413 109,327 Pry 489 898 495;3 (69,580) Hercules Hercules 795,021 421,883 373,18 Lo u& 1,155,313 557,466 597, Pershing 79,020 el ,643 12,623) Stuart 177,553 142,294 3(5,259 Welch 53,694 56,892 9dj:523) t 958p1,p6~1 ~,05544~r,r, 44 3ooodrowkBridge 250000 2441;578 7'4 venue A 210,028 31,563 178,465 EE 314,516 - 314,516 ilripturc 347,907 12,266 335,651 r ISO 000 35,398 414,602 Acme Avenue 61,302 5,436 65,866 Audra Acute Lane Street 61,244 14,906 4996 m i 62 960 Bonnie Brae 1,599&4 9g,38, , 0 ~ r Burning Tree SY 1137 3,000 103,498 9 $02 L ' Burning Tree SY 525,000 5250192 1192) r67 Davis sYSw time Street 50,000 4,233 15 Davis 250,000 59.733 2 ,99445 15,5,000 21,100 Willowe 51 n 25,000 W3,300 ,884 Dring 337,000 000 32 24,116 l lone ,544 225,456 ; one Sprain 250, Master Drainage Plan - 5,075 15,075) Drain Study 425,000 48,100 376.990000 Avenue E 40,000 3.674 136 Traffic Sys SQ 125,000 y25,000 r- Sidewalks 125,000 . 433-006-0050 533,000 28 900 505, L Misc. Parks 463 2,SOO 1,71+ 766 121,550,528 $11,164,907 16,385,621 I ~ 28 - R r Y Ill.F f1 aAf Motes, City of Denton (Continued) Septe*er. 1989 Enterprise and Internal Service Funds- Fixed assets of these funds are as follows. September 30 Utility Syste*- 1989 179858 La and rand rights j 5~~359~477 j I'250;0{ Elter storage rights ~y 0 t ectric plant and equipment 64,146,203 65,979,926 Water plant and equipment 37,333,659 36,571,683 Serer plant and equipment 37,542,976 35,958,737 . Less- Allowance for depreciation 199,312 140,555,84) (60,1179 79,31312 6) (54,334,325) k 139,093,236 86,216,522 - Construction In progress _ 1,046,153 195746 140,139,384 j 66,412,268 { rr uta rR Urr urrrrw urr Sanitation- Land and land u3 ,772 vehicles and equipment j 1,984,132 772 j 1,984 380,254 less- Allowance or depreciation 394, ;796:123) (560,x25) 1,582,781 f 1,804,901 Internal Service. o,rururrr utrrutrrw Yahfcles and other assets j less 11,961,679 j 10,403,491 - All owaxe for depreciation (9,016,051) (8,188,301) s!k ~~~2,91i,628 f 2,215 196 ad I E r Ytl91.b~ ~~+v w aa R3/u'iir 'F 7 4 Notes, City of Denton (Continued) September 30, 1989 (4) LONG-TERM LIABILITIES Long-term liabilities transactions for the year ended September 300 1989, are summarized as follows: BALANCE AT BALANCE AT OCTOBER 1, SEPTEMBER 30, 1988 ISSUED RETIRED 1989 General Long-Term Liabilities I General Obligation bonds $25,995,624 S 3,615,000 a General Obligation bonds - S 1,955,315 S 27,655,309 special assessment E obligation 419ai35 - 419,135 r Certificates of Obligation 1,575,000 400,000 145,000 1,830,000 i. Obligations under capital leases 17,332 10,053 7,279 - Compensated absences 2,099,075 117,157 - 2,216,232 Total general long-term liabilities 30,106,166 4,132,157 2,529,503 31,708,820 ! l f { Proprietary Fund Types L Utility System revenue bonds 43,290,000 - 292509000 41,040,000 C General Obligation bonds (pledged by sanitation revenues) 114660971 - 1650550 1,301,421 Contractual Obligation 775,000 - 2459000 530,000 Certificates of Obligation - 755,000 755,000 Obligations under capital leases 454,995 - 362,008 92,987 Compensated absences 4309258 27,518 - 4519776 Note payable - 530109,873 - 53,109,873 i Total proprietary fund types -46.417.224 539892,391 310220558 - 97,287,051 L - Total long-term liabilities $76,5230390 $58,0240548 $ 5,552,061 51289995,877 j !Rtlzaztzlz •gzz!!!!z!f ■zltzli!!0! zzlgq!!!a!!i 4. E .•30- € k X. 1 All Notes, City of Denton (Continued) September 30, 1989 General Bonded Debt. General bonded debt at September 30, 19891 is comprised of the - following: AMOUNT BONDED INTEREST ISSUE FINAL ORIGINAL OUTSTANDING AT DEBT RATE (96) DATE MATURITY OFSISSUE SEPTEMBER 30, General Obligation 5.70 to 8.30 1985 2004 $23t726,730 19` Refunding 518,5910730 General Obligation 6,40 to 9.40 7987 2007 3,500,000 General Obligation 6,50 to 9.50 1988 2008 3,150,000 General Obligation 6.50 to 9.50 3,600 000 ~ 1989 2009 30615,000 3,615,OOp Total General Obligation Bonds _ 28,956,730 Cert. of Obligati o.; 6,00 to 9.00 1987 2001 Cert. 0 Obligation 6.00 to 8.75 1987 1997 7,100,000 450,000 Cont. Obligation 5.38 to 6.30 1988 1991 980,000 Cert. of Obligation 6.60 to 9.60 1489 1599 7750000 530,000 j 701556000 1,155,000 _ Total Other General Bonded Debt 3,115,000 Total General Bonded Debt 532,071,730 ' - ssscasasaaa Proceeds of general bonded debt are restricted to the t,:esfor i which they were approved in the bond elections. The City Charter eznre w prohibits the use of bond proceeds to fund operating expenses. The genera' J obligations are collateralized by the full faith and credit of the City J and, primarily, payable from property taxes. _ In 1985, the City defeased all general obligation bonds by placing the proceeds of new bonds in an irrevocable trust to provide for i all future debt service payments F account assets and liabilisfornthee deold feaseddbonds c are inotyIncludeduIn 7 the City's financial statements. On September 30, 1989s $19,220,000 of a bonds considered defeased are still outstanding. Revenue Bonds- Revenue bond debt at September 30, 1989, is comprised of the following issues: AMOUNT REVENUE INTEREST ISSUE FINAL ORIGINAL OUTSTANDING AT BONDS RATE DATE MATURITY OFiISSUE SEPTEMBER 30, ~ Utility System 4,75 to 9.625 1983 - 1.89 r Utility System 8.00 to 11.00 1484 2007 $25,280,000 $14,855,J00 Utility System 8.00 to 11.00 1984 200 2090000000 4 900 D00 1 Utility System 5,25 to 7,00 1987 2004 4 1,000,000 300,004 Refunding 2009 1714859000 17,485,000 Utility System 6.75 to 9.75 1988 2007 36500.000 3,500,000 _ 56722650000 $410040,000 -31. cq 4 Notes, City of Denton (Continued) September X, 1989 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, 19840 _ 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. I 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 r contains provisions which, among other items, restrict the issuance of additional revenue bonds unless the special funds noted above contain the I! required amounts and certain financial ratios are met. The City is in compliance with all significant requirements. Below is a summary of the various restricted asset accounts required by the bond ordinance as of September 30, 1989: 1 r-1 Interest and Sinking Fund S 6,013,172 i Reserve Fund 3,506,000 i Emergency Fund 2509000 Extension and Improvement Fund 2,316,219 512,085,391 ■rreueeree 1_. I 1If Assets in these accounts consists of cash and U.S. government ` securities. Related liabilities and retained earnings are as follows: Payable from restricted assets- Accrued interest t 1,120,725 Revenue bonds payable, current 2,430,000 Retained earnings reserved for bond retirement 8,534,666 512,085,391 ereseesasr■ In prior years, the City defeased revenue 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, 1984, $39,545,000 of bonds considered defeased are still outstanding. In addition, the City has established a reserve fund to pay for General Obligation bonds pledged by Sanitation revenues of $119,075. ~i -32- i V: U i• I Notes, City of Denton (Continued) September 30, 1989 Note Payable- In 1980 the City and the City of Dallas contracted with the Corp of Engineers for the construction and development of Ray Roberts Reservoir in Denton County. In contracts with the Corp of Engineers, the City will pay for twenty-six (26%) per cent of the estimated water storage rights of the reservoir. Water obtained from the Reservoir will be pro rata on the 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 1989. The City's estimated total cost of water storage rights at September 30, 1989, was =53,109,873. Of this amount the City's estimated cost for present demand } is $2706119134. The amount allocated to the storage for present demand shall ba paid in fifty (50) consecutive annual installments, the first of which was due and payable within thirty (30) d s after the City was r ! notified by the contracting officar that the protect was completed and f ! operational for water supply purpc;(:s. Annual installments are due and payable in October. 7 j The project investment cost allocated for the remaining portion of the storage space provided in Ray Roberts Reservoir for future use is currently estimated at $25,492,739 on the basis of cost presented, and the basis of cost at September 30, 1989. 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 tke date the project { '1 is operational for water supply purposes unless all or a portion of such a storage is used for purposes of withdrawal of water from or transfer of k water into Ray Roberts Reservoir during this period. When any portion of r the storage for future water supply is used, the amount of the project investment cost allocated thereto, plus interest applicable to such portion as provided, will be due and payable on the date of the first use of such portion. The said amount due shall be paid within the life of the project and not to exceed fifty (50) consecutive annual payments. The City is also responsible for twenty-six (26%) per cent of the cost of any major capital replacement facilities required. The City will also 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. KI j ! j I { j I( ' 1 C ' -33- ki . 1 ( I Notes, City of Denton (Continued) ( September 30, 1989 Aggregate maturities of the long-term debt (principal and interest) for the years subsequent to September 30, 1989, are as follows: BONDS i - FISCAL GENERAL NOTES CAPITAL YEAR OBLIGATIONS REVENUE PAYABLE LEASES TOTAL 1990 S 5,2249735 S 56691,456 $ 2,0590140 =104,546 $ 131079,877 1991 59036,960 5,9269681 2,059,14n - 13,022,781 1992 495586350 5,280,963 2,059,141 - 11,498,453 1993 401300180 50074,913 290599140 - 110264,233 k( 4 1994 3,9910433 4,8!'038 2,059,140 - 10,856,611 1995-1999 17,087,964 20,145,983 12,196,446 - 49,431,393 2000-2004 9,048,208 129603,329 19,799,425 _ 41,450,962 2005-2009 2,804,750 8,993,564 1907992425 31,597,719 2010.2014 - 9520200 19,799,425 - 20,7519625 2015-2046 - - 1129143,943 - 112,143,943 Total principal ,.d I and interest 51,882,580 69,476,121 19400340364 104,546 315,4979617 Less applicable interest (19,810,850) (28,436,127) (140,924,491) (4,280) (189,175,748) 1 Total principal $32,071.730 $41.040,000 $ 53 109 873 $100,266 5126 321 869 ( ■mmasmmmmza :azssaaazsa raar~mmmuam aaa•:aea aasasaaaaama r~ i Bonds Authorized and Unissued- General obligations bonds authorized but unissued as of 3 September 30, 1989, amounted to S1O,922,000. When issued, the proceeds will be allocated to the applicable Capital Projects Funds. (5) LEASES Leases payable represent the remaining principal amounts payable user lease purchase agreements for the acquisition of vehicles, copier a i q pment, computer hardware and other equipment. These leases are recorded as capital leases. The vehicles, copier equipment and the landfill vehicles are recorded in the Proprietary Fund Types, and the I t computer hardware and other equipment are recorded in the General Fixed Assets and General Long-Term Liabilities Account Groups. Remaining j requirements, including interest, under these leases are as follows: I I f i -34- t t r ~ l i r i ! I Notes, city of Denton (Continued) _ September 30, 1989 General i Year Proprietary Long-Term Fund Types Liabilities 1990 $ 96,774 S 7,772 Less- Interest portion (30787) (443) + Net Present Value - S 929987 $ 79279 zzzaz::zzs zszazszz (6) PENSION PLANS { Texas Municipal Retirement Plan: Plan Description- l ~ I The City provides pension benefits for all of its full-time employees (except fire fighters) through a nontraditional, joint 7 contributory, defined contribution plan in the state-wide Texas Municipal Retirement System (TMRS), one of over 500 administered by TMRS, an agent i ( multiple-employer public employee retirement system. It is the opinion of the TMRS management that the plans in TMRS are substantially defined contribution plans, but they have elected to provide additional voluntary i disclosure to help foster a better understanding of some of the E nontraditional characteristics of the plan. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and the city-financed monetary credits, with interest. At the date the plan began, the city granted monetary for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee, with interest, prior to establishment of the plan. Monetary credits for service since the plan began are a percent (200%) of the employee's annuallyiean another contributions. type ot monetary addition, the ecit ferred can tora as a an often updated ~I service credit which is a theoretical amount which, when added to the - employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and city matching percent had always been in existence and if the employees salary had always been the average of his salary in the last three years. At retirement the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer-financed monetary credits with interest were used to purchase an annuity. I C -35- l~ r a i r f Notes, City of Denton (Continued) September 30, 1989 Members can retire at ages 60 and above with 10 or more years of service or at ages 50-59 with 25 or more years of service or with 28 years of service regardless of age. The plan also provides death and disability benefits. A member is vested after ten years, but he must leave his accumulated contributions in the plan. If a member withdraws 1 his own money, he is not entitled to the employer-financed monetary j credits, even if he was vested. The plan provisions are adopted by the f governing body of the city, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Contributions- The contribution rate for the employees is 5%, and the city matching percent is currently 200%, both as adopted by the governing body of the city. Under the state law governing WS, the city contribution rate is annually determined by the actuary. Part of the city contribution rate (the normal cost) is to fund the currently accruing monetary credits, with the other part (the prier service contribution rate) calculated as the level percent of payroll needed to amortize the unfunded actuarial liability over the remainder of the plan's 25-year amortization period. When the city periodically adopts updated service credits and increases in annuities in effect, the increased unfunded actuarial liability is to be amortized over a new 25-year period. Currently, the unfunded actuarial liability is being amortized over the 25-year period which began January, 1989. The unit credit actuarial cost method is used for determining the city contribution rate. Contributions L are made monthly by both the employees and the city. Since the city f needs to know its contribution rate in advance to budget for it, there is a one-year lag between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. The city's total payroll in fiscal year 1989 was $21,510,472 and the city's contributions were based on a payroll of $18,148,919. Both the city and the covered employees made the required contributions, amounting to $968,006 (4.99% of covered tayroli for the months in calendar year 1988 and 5.46% for the months in calendar year 1989) for the city and $907,953 (5%) for the employees. The city adopted changes in the plan since the previous actuarial valuation, which had the effect of increasing the city s contribution rate for 1989 by 0.47% of payroll. There were no related-party transactions. Funding Status and Progress- Even though the substance of the city's plan is not to provide a defined benefit in some form, some additional voluntary disclosure is „ appropriate due to the nontraditional nature of the defined contribution plan which had an initial unfunded pension benefit obligation due to the monetary credits granted by the city for services rendered before the plan began and which can have additions to the unfunded pension benefit obligation through the periodic adoption of increases in benefit credits b4 and benefits. Statement No. 5 of the Governmental Accounting Standards -36- Yd t Y , t • f 1 Notes, City of Denton (Continued) _ September 30, 1909 Board (GASB 5) defines pension benefit obligation as a standardized disclosure measure of the actuarial present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. The measure is intended to help users assess the funding status of public employee tension plans, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among public r employee pension plans. The pension benefit obligation shown below is similar in nature to the standardized disclosure measure required by GASB 5 for defined 7 benefit plans except that there is no need to project salary increases since the benefit credits earned for service to date are not dependent upon future salaries. The calculations were made as part of the annual I i actuarial valuation as of December 31, 1988. Because of the money- purchase nature of the plan, the interest rate assumption, currently 8,5% E per year, does not have as much impact on the results as it does for a defined benefit plan. Market value of assets is not determined for each city's plan, but the market value of assets for TMRS as a whole was 103.6% of book value as of December 31, 1988. I Pension Benefit Obligation i Annuitants currently receiving benefits S 104871768 Terminated employees 690,469 I; Current employees Accumulated employee contributions including allocated invested earnings 612821638 Employer-financed vested Employer -financed nonvested 6,159,804 2,018,378 TOTAL 16-639 047 Net Assets Available for Benefits, at Book Value 149146,08 7 Unfunded Pension Benefit Obligation $ 20492,967 SEES The book value of assets is amortized cost for bonds and original cost for short-term securities and stocks. The actuarial assumptions used to compute the actuarially determined city contribution rate are the same as those used to compute the pension benefit obligation. The numbers above reflect changes in actuarial assumptions since the previous actuarial valuation, which had the effect of decreasing the pension benefit obligation by 520038,655. Because of the one-year lag between the actuarial valuation date and the calendar year when the newly calculated rate goes into effect, the new actuarial assumptions will first affect the the 1990 contribution rate for the city. The numbers above also reflect the adoption of changes in the plan ' (I since the previous actuarial valuation, which had the effect of . increasing the pension benefit obligation by $21315,719. ' i 14 d I Notes Septembert30,f1989ton (Continued) 1 1 Trend Information - - Trend information for the tisee asafollows. Davailable 1987assets 1we988re a +,i 19891 respectively, sui'ficient to fund 82.3 percent, 85.2 percent, and 85.0 percent of the pension benefit obligation. The unfunded pension benefit obligation represented 13.7 percent, 12.2 perce0.t foand 13.7,percenta of the annual payroll for employees cov-~ed by t 19880 1989, respectively. Presenting the unfunded pension benefit obligation as a percentage of annual covered payrctl approximately years nended nDecfor ember x31,1 1987,p1988, and a ditionfofor the effects ad 1989, the government's contributions to the system, all made in j i accordance with actuarially determined requirements, were 5.40 percent, 5.33 percent and 5.33 percent, respectively, of annual r r' covered payroll. Trend information prior to 1987 is not available. I Fireman's Relief and Retirement Plan: i The City provides pension benefits for all Civil Service The emplB and of the Fire Department througgh a defined, contribution plan. Trustees of the Denton Fireman's Reief and Retirement Fund 1s the administrator for the pension plan. The Pension plan is not considered a In a defined contribution plan, part of the City of Denton entity. t, benefits depend solely on amounts contributed to the plan plus investment ployment. employees employee becomes fully covestea member d afteras20 year ti ! earnings. of em of i credited service. City contributions for, and interest forfeited by, employees who leave employment before vesting are redistributed to plan `Y participants. i The City's total Fire Department portion of payroll in fiscal year r 1989 was $2,899,587. Both the City and the covered employees made the each source or $460,470 in td 8% for 19891, amounting to required cfrom ontribution $239, ~I t s i .38- ,I r' ~r .Y f1A Y w ..r II Notes, City of Denton (Continued) September 30, 1989 i (7) DEFERRED COMPENSATION PLAN 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 ! mode 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 r general creditors. Participants' rights under the plan are equal to i 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 equivalents) in the deferred compensation plan are recorded at market value. t} It is the opinion of the City's legal counsel that the City has I no liability for losses under the plan but does have the duty of due care that would be requir:i of an ordinary prudent investor. The management I of the City believes that it is unlikely that it will use the assets to satisfy the claims of general creditors at this time, i (8) SE.F-INSURANCE PLAN ' The City has established a self-insurance plan for the property and casualty liability along with workers' compensation benefits and medical coverage for employees. Claims exceeding a limit for any one { accident or occurrence are covered through an insurance carrier. The City also has insurance coverage that takes effect when aggregate claims for the year exceed a pre-determined level. Accrued claims payable include provisions for claims reported and claims incurred but not a reported, The provisions for reported claims is determined by estimating tNe amount which will ultimately be paid each claimant. The provision for claims incurred but not yet reported is estimated based on the City's experience. The costs associated with the self-insurance plan are reported f as interfund transactions. Accordingly, they are treated as operating 1i revenues of the Expendable Trust Fund and operating expenditures (expenses) of the other funds. I -39- I r %4 G i 1 o ~ Notes, City of Denton (Continued) September 30, 1989 a (9) COR4ITMENTS AND CONTINGENCIES 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 concurrent ordinances of the Cities and is governed by a Board of Directors consisting of eight members, two appointed by the governing body of each city. Under the terms of the agreement, TMPA agreed 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, upon its pro rata share of the energy delivered to consumers in the prior ope ating year. I As of September 301 1989, total TMPA debt outstanding was approximately :1,504,400,0006 and the City's guaranteed percentage is approximately 22%. In the opinion of management, the possibility of a h payment under this guarantee is remote in that TMPA is generating operating profits and assets exceed liabilities. f TMPA operates a 390 megawatt lignite-fueled generating I plant. Should TIIPA be dissolved, each City would be entitled to an undivided interest in the property. Selected financial statement information of TMPA is as follows: - September 30, 1989 9(Unaudited) - 1908 (000's) (000's) OPERATING REVENUES $ 176,359 $ 191,314 OPERATING EXPENSES 104,117 1010203 OPERATING INCOME 72,242 900111 OTHER NONOPERATING SOURCES (USES) (53,195) (599349) CURRENT ASSETS 856098 55,244 TOTAL ASSETS 1,615,112 10788,322 w LONG-T£Rii DEBT 11491,102 1,7081605 TOTAL LIABILITIES 1,583,539 1,762,243T TOTAL EQUITY 31,573 26,079 s F .40- i e, o-r i 7 M } Notes, City of Denton (Continued) September 30, 1989 . , I Flow Memorial Hospital- The City of Dent 1 . y on transferred its right, title and interest, if any, in and to Flow Memorial Hospital to the Flow Regional Medical Center, Inc., a Texas non-profit corporation, on December 4, 1987. Under the Transfer and Security Agreement the City had no oversight a responsibility of the non-profit board. Flow Regional Medical Center, Inc., ceased accepting patients on SepWnber 16, 1988, and filed for protectior> under the U.S. Bankruptcy Laws Chapter 11 on Sep'xnber 22, f 1988. The amount of liability, if any, for the City of Dentuio pursuant to the Transfer and Security Agreement has not been determined at this i time. The amount at risk, if any, is not expected to be a material LJ amount with regards to the City's financial position. Flow Regional Medical Center, Inc. was purchased b, Epic Health Care Systems in July, III _I 1989. Agreement with Lone Star Gas Company- } During 1983, the City entered into a natural gas sales { contract with Lone Star Gas Company which provided for natural through December 31, 1988 to be used as fuel for the City's electric generating facilities. The contract which expired at December 31, 1988 has been under negotiation during 1989 and is expected to be completed by December 1989. 3 Agreement with City of Dallas- During 1905, 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. Litigation- Various claims and lawsuits are pending against the City, In tte opinion of City mjiiagement 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, 1989. ►J -41- r: r.. d d u 1 Notes, City of Denton (Continued) September 30, 1989 (10) SEGMENT INFORMATION FOR ENTERPRISE FUNDS ` Segment information for the year ended September 30, 1989, was as follows: Utility Sanitation System Fund _ Total OPERATING REVENUES $77,365,137 13,192,375 580,557,512 DEPRECIATION 5,746,164 235,999 5,982,163 OPERATING INCOME 11,371,650 356,627 11,728,277 OPERATING TRANSFERS OUT 5,7251102 239,518 51964,620 j NET INCOME 2,7530632 200669 297740301 i. CURRENT CAPITAL CONTRIBUTIONS: r. r In aid of construction 226,724 - 226,724 ACCOUNTS RECEIVABLE: Accounts receivable, gross 90659,695 - 906590695 I Allowance for uncollectibles 521262280 _ 50126,280 ( Accounts receivable, net 4,533,415 4,533,415 PROPERTY, PLANT AND EQUIP14ENT ADDITIONS 590473,285 13,878 590487,163 TOTAL ASSETS 1890769,588 1,8300923 191,600,611 I r NET WORKING CAPITAL (DEFICIT) 27,630,545 (479,434) 28,109,979 BONDS PAYABLE 419040,000 10301,421 42,3410421 NOTES PAYABLE 53,109,873 - 53,109,"73 TOTAL EQUITY (DEFICIT) 85,4750374 (209,609) 85,265,765 k I IJ p -42- Notes, City of Denton (Continued) September 30, 1989 (11) INDIVIDUAL FUND DISCLOSURES Individual fund disclosures as of and for the year ended September 30, 1989, are as follows: Deficit Fund Balances/ Retained Interfund Fund Receivables IPayables narniyj General Fund S 64,696 f 92600 s _ Special Revenue Funds: Community Development Block Grant 17,077 79,037 EE Recreation _ E 7 Criminal Justice - 6,961 - Emily Fowler Library Other Debt Service Capital Project Funds: { Airport Improvement Street Inprovemerts General Projects Bond Program Other Capital Protects - 5,750 Enterprise Funds: J Utility System 4,009,600 5,571,018 .J Sanitation 357 590,031 (2090609) Internal Service Funds: f Working Capital 61,244 102719125 (47,048) I~ Motor Pool 371,756 10,291 Trust and Agency Funds: Expendable Trust 91943 Agency -Payroll 3,0090140 i Total 5.7,543,813 = 7,543,813 { u rrrrru rr rrrr~rrras■ E 43- ~iatsr~k;unnt~{ ~u r 4 I To p h r tir l I Poo I 1 r r I Y ~ i r 1 ~ L r~, h t I 'fo -44- I y,' r y w. Opal I 1 1 i - CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30L_1989 SUiaiARY OF SPECIAL REVENUE FUNDS { Community Development Block Grant (CDBG) - to account for the operations of projects utilizing ommun ty eveFopment Block Grant Funds. Such revenues are restricted to expenditures for specified projects by the Department of Housing and Urban Development, Recreation - to account for the revenues and expenditures for the recreation programs which are self-supporting. All expenditures will be reimbursed account Various business operations, such as concessions, fall into this f Criminal Justice - to account for revenue received from the State of Texas r m na us Re Division. Emily Fajler Library - to account for fines, donations, memorials and gifts tote ibh L rary that are restricted to the Public Library. All Other - to account for miscellaneous special revenue sources which ire -required to finance specific act i ivities. j I~ I ~ i 1 ~m f -45- J rh~'duA~' f L~ CITY OF DENTON, TERAS COMBINING BALANCE SHEET - ALL SPECIAL REVENUE FUNDS SEPTEMBER 30, 1989 Community Development Criminal ASSETS Block Grant Recreation Justice Cash and deposits 96,409 Receivables (net of allowance for uocoltecttbles): Accrued Interest - 65 Other 1,096 , k Due from other funds 17,077 - Due from other governments 94,092 • ...7. Total Assets 1129 ; • 118,266 $ 96,474 7,129 v■■■64■ .4.64869 ■6464■e■ LIABILITIES AND FUND BALANCES E' Liabilities: L; Accounts payable and accrued expenses ; 24,661 ; 20,207 ; 168 Due to ether funds 79,037 6,961 f j Deferred revenues 7,096 f Total Liabilities j 110,694 20,207 7029 r; I h* Fund Batancest 1 Reserved for encumbrances 893 21,487 r 1 j Unreserved- I , Designated for subsequent years' LL~~ expenditures 6,618 $4,780 Total Fund Balances 1,671 76 261 u Total Liabilities and Fund Balances $118,265 ; 96,414 $ 7,129 £ 4,J ' t+' .46. 'r I O,, )~FVeI9Y Totals Year Ended Emily - Fowler All Septeeder 30, September 30, Libr+ry Other 1909 1988 $20,353 $695,2)5 $ 812,03) $385,652 i _ S18 643 - - 30,190 37,286 10,802 - 17,071 $2,152 3,993 35,106 140,720 1)1,173 t , :24,346 $161,549 $1,00),163 1619,179 '-.aueeeee amalgams ■.eeeee•e• 1 ; 9,462 $ 66,944 121,342 $122,902 • • 85,998 163,601 ' 26 8,147 16,269 1 114 I 9,180 15,091 222,609 301,64) _j 13,885 5.394 41,659 40,18) 913 601,064 743,495 271,945 14,858 686,458 185,154 3126132 I 124,346 $161,649 $1,007,163 1619,719 ■ O eae• aaaeaae■ !alaafeala efeaaeu J f ~ i i 1 •41- i 4M . all ~+uw n - - nvrn~ .MON CITY OF DENTON, TEXAS _ COMSINiNG STATEMENT CF REVENUCS, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL SPECIAL REVENUE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1949 Community Development Criminal 1 Block grant Recreation Justice Revenuea t Inter gave rnmental $616,403 = $ 11,239 Fees for services - 431,870 Interest revenue 1,546 Miscellaneous 14.404 7,227 r +I 1 total Revenues . 630,807 440,643 11,239 j Expenditures: ' t ~ Current. General government 629,553 !r Public safety 11,239 tr Parks and recreation - 414,062 Capital outlay 16,785 Total Expenditures 619,553 124,841 11,239 Excess of Revenues Over r ` (Under) Expenditures --•1,254 15,796 _ Other Financing Sources (Uses)t tll Operating Transfers in 954 Operating transfers Out - ' (ii,816) i 1 i Total War Financing Sources (Uses) (10,662) Excess of Revenues and Other 1 Sources Over (Under) 5 Expenditures and Other Uses 16254 4,934 Fund Balances October 1 6,3}7 71,333 j Fund balances • September 30 $ 7,571 ;-7 6,26T 1 •4e• .,4;,; Totals 71 Year Ended Emily Fowler September 30, September 30, _J Library All Other 1989 1988 j E 66,867 ; 615,104 $1,209,613 $ 760,214 4S,113 184 471,167 522,064 - 17,047 18,693 8,988 - 665,509 671,140 139,907 a I 111,980 1,181,844 2,382,513 1,431,233 f ! i $6,655 1,083,028 1,769,236 726,983 - 114,062 476739 Y60,94 61.729 160:,111 ,1 ' 14),694. 1,083,028 ...2,266,266 1,439,913 ~ j_ 4,341 101,816 126,247 (81660) • 395,000 385,954 130,000 • (21,363) (39,11➢) 742,8871 ^t • 3516637 346,775 670113 4,361 462,4$3 473,022 78,433 J 10,477 224,005 3120132 2P,699 14,668 = 686,458 ; 785,154 j 312,132 j Yr ~~~~'~}isn7/:b'v!.'Y;M~~s*tAao-.~FY }~rt~,~nV ~•~'~•.~~114,i}T4'~~;`";:~~4 ~asaew r~ 7 a. Q r t F,1 I 1n 1 -50- . `gyp 9t i'F Y.'.... !Y r M . r I " CITY OF DENTON. TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 SUMMARY OF CAPITAL PROJECTS FUNDS Airport Improvement Grant Fund - to account for FAA Grant in aid for runway f extens on an a rport eve opment. General Projects Fund - to account for investing nonrecurring funds in capital AT-ant expansion cr improvements, extraordinary maintenance projects, facility construction or other large nonrecurring projects, funded by I operating revenues. Street Im rovement Fund - to account for repairs and rehabilitation of city 1 streets Fu-nn e y grants and bond proceeds. Williams Square Fund - to account for paving downtown parking lot to provide parking lot n central business district funded by bond proceeds, Construction Projects Fund - to account for major rehabilitation and construe- I „J n OT `IFUT I t'i er'unded by bond funds. Other - to account for miscellaneous capital revenues and expenditures. yy + I j + I I 1 ,v F -51• ` a I J' 1W ~w era9e9~ *own 1 II t t 3 _ CITY OF DENTON, TEKAS I COMBINING BALANCE SHEET - ALL CAPITAL PROJECTS FUNDS SEPTEMBER 30, 1989 Airport I Improvement General Street Williams ASSETS Grant Projects Improvement Square s r - - ~ Cash and deposits } 55,611 ~ 59,054 =1,335,839 $51.826 a 6.459.045 - Investments Receivables (net of allowance for uncollectlbles): E Accrued interest - 98,896 91 j~ Due from other funds - - - ~ Due from other governments, 21,305 4 Total Assets $ 776116 $ 59,056 $6,893,180 $610911 •1918118 @9fffans 022089lff4 81@4890 !r r LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued expenses 6,931 468,635 E~E I > Retaina¢e payable - 19,263 101,101 ; - L. out to other funds - Deferred revenues 33,000 9,351 LJ ` Total Liabilities 33,000 26,194 570,981 Y Fund BaUnces: Reserved for encunbrancts - 9,593 916,410 - Reserved for capital projects 44,176 23,269 5,398,383 $1,917 1 i Total Fund Balances 44,115 32,862 8,314,793 6!,917 Total Liabilities and { Fund Balances ; 77,176 59,056 $6,893,780 $51,917 @f9/b/1 91lYUU Ntl@@N4. /1/ff fl 1 w t •52- I I r ~ Kral 4 f:rw rsw~ I f ; f ! Totals Year Ended I Construction September 30, September 30, Projects Other _ 1989 1988 X1,151,613 $ 15,862 j 2,670,061 ;10,053,607 6,340,132 11,809,177 5,000,000 I ^J 203.284 302,271 284,138 113,974 5,750 21,055 34,065 { X7,705,024 ; 21,412 $14,808,570 05,485,784 ooaoof oofa gooses,, aauaa/aua E + ecaar,, sau 41,229 Y $ 516,695 = 899,971 186,796 301,160 134.323 ` ~ 5,150 5,150 ` 169,116 42,351 22,813 228,025 5,150 871,956 10218,863 1,441,353 1,426 20368,782 1,790,475 6,035,651 14,436 11,S61,832 12,638,426 7,471,004 15,862 13,936,614 14,266,901 $70705,029 $ 21,612 $14,808,670 $15,485,784 j goose..... asefae*# afacaafagf■ gseaasafaee °L2 I v; •53. 1. • 'k ~['YT.I°fR~~7'~k°iJ bia"F~. 4a~' a 1 : ~ [r °.`~:X.'Y~1Y'A~~ u'.y a°~ li `.~i-'?5{?`i`kY&a~4 d@~ia7i.'~::s"7F"aF~X"{h~I:~1+k~~A~fMr..d+'id~ y. Hal I 1 CITY OF DENTON, TEXAS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDFO SEPTEMBER 30, 1989 Airport Improvement General Street Williams i are lit Projects Improvement Square Revenuers Intergovernmental j 22,385 $ ; l Interest revenue 26,946 $87,975 31571 i N11celleneous - - 146.827 I Total Revenues 22,385 26,946 734.$02 3,671 ` ~ Expenditures: Cap1t+lTooutlay 370681 397,119 21600,229 tal Expenditures --31,681 •397,119 . 2,800,229 Excess of Aevenues Over (Under) Expenditures 115,296) 1379,173) (2,065,427) 3,571 ' .u•.• Other Financing Sources (Uses): Proceeds of long ten debt 400,000 Operating transfers in Operating transfers out (75,000) - Total Other Financing • C ~ L Sources (Uses) 326,000 " ( i. Excess of Revenues and Other Sources Over (Under) Expenditures and Other Uses (15,2961 (45,173) (2,065,427) 3,371 Fund Balances • October 1 $9.472 78,035 8,360,220 48,346 Fund Balances - September 30 f 44,176 $ 32,862 6,314,793 $ 51,917 Li •54- Totals r Year Ended Construction September 30, September 30, Projects other 1999 1988 i • $ 11,280 E 33,665 $ 250,243 C $720995 - 1,191,487 938,473 ---4-000 33,384 184,211 279,395 . i 576,995 44,664 1,409,363 1,468,111 f r f - a f I 2,464,640 31,327 5,720,996 4,653,621 . 2.454.640 31.327 .-5.720.996 .4.653.621 (1,671,645) 13,337 (4,311,633) (3,185,610) i 3,615,000 4,015,000 3,600.000 420300 426300 - (954) (75,954) (100,000) 3,657,300 (954) 3,9810346 3,500,000 11779,655 12,363 (330,287) 314,490 5,697,349 3,479 14,206,901 13,952,411 ;7,477,004 j15,962 113,936,614 $14,266,901 .r . ~ •na~~au •Ilueu■ ~u~~u u.~ au.a~~u• y. r p I a a ~wrx.a wr~~y I r, roo ~i .i'. i. 1 C! 9n El rt r CITY OF DENTON, TEXAS FOR THE FISCAL YEAP, ENDED SEPTEMBER 30, 1989 SUMMARY OF ENTERPRISE FUNDS t Utility U stem - To account for ' s provision of utility services to the i res ents of the City. All activities necessary to provide such services are accounted for in this Fund, including, but not limited to, adminis- tration, operations, maintenance, financing and related debt service. I, Sanitation - To account for the provision of sanitation services to the residents of the City. All activities necessary to provide such services are accounted for in this Fund, including, but not limited to, adminis- tration, operations, maintenance, financing and related debt service. r .J 1> 1 i 1 f~ .57- M 1 i CITY OF DENTON. TEXAS I COMBINING BALMICE SWEET - ALL ENTERPRISE FUNDS SEPTEMBER 30, 1989 I Utility I. 7 ASSETS System Cash and deposits 4,970,036 I i Investments 16,472,710 Receivables (net of allowances for uncollectibles)- Accounts 4,633,415 r Unbilled utility service 5,362,264 f Accrued interest 466,046 4 Other 293,867 r 1 Due from other funds 4,009,600 Merchandise inventory, at lower of cast or _ maritt 586.223 Deferred bond issuance costs 890,641 Restricted assets- Cash And deposits 5,810,371 Investments 6,130,112 i.1 ! i Accrued Interest 84,308 h Fixed assets (net of accumulated depreciation) 140,139,389 Total Assets 1189,769,588 y I 1 r I F 1 { j F.1 1 i 1 1 •S8- i Nt 1 Totals September 30, September 30, Sanitation 1989 1988 75 4,970,111 13,463,934 • 16,412,710 9,165,000 - 4,633,415 4,421,185 j 152,031 5,514,295 3,815,648 • 466,046 445,688 95,679 110,646 906,635 4 357 41009,951 4,3510163 • $86,223 1,225,518 • 890,647 894,792 5,470,311 10,797,891 6,130,712 << 84$08 1,582,7A1 1410122,170 88,217,169 1,A30, 1 923 191,600,51 ~ j }137,710,123 1 ifiYYYp Y■ iOY•5555 if■ fHfYf Yif fii ~ ~J Itentlnuedl J ~ 4~.;~~4.'aix~".rY.s°a<s/•4{}yi c+3+~..#=~1„,r .t.kP a;lFt ;n `+.P.S~+ 5 .r_•i" VL7 »'P.i +L~M',i k.4 } Y W'{4 L i j I r V - A CITY OF DENTON, TEXAS COMBINING BALANCE SHEET - ALL ENTERPRISE FUNDS (continued) SEPTEMBER 30, 1989 utility LIABILITIES AND FUND EQUITY System LIABILITIES: j Accounts payable and accrued expenses = 2,041,696 Retainage payable 39,989 Accrued vacation leave 365,687 Meter deposits 1,005,226 j Deferred Revenue LLL. i Payable from restricted assets- ! Accrued Interest 1,120,725 j Revenue and general obligation i 11 i bonds payable, current 2,430,000 I. Due to other funds 5,571,018 r Revenue bonds payable 38,610,000 general obligation bonds payable Notes Payable 53 109.813 Total Liabilities 104,294,214 r FUND EQUITY: Contributed capital- From other municipalities or governmental units 14,903,082 Im Q In old of construction 21,091,310 1,; ! Retained earnings (deficttl- Roserved for bond retirement 8,6346666 ` Unreserved 40,946,316 I Total Fund Equity (Deficit) . 85,478,374 I Total Liabilities and Fund Equity 1169,769,588 Ll a Slow 1 I 7 Totals September 30, September 30 , Sanitation 1989 1480 1 + 49,017 ~ 2, M,713 ~ ~ ; 3,443,388 39,989 210.153 c I 75,407 j 441 , 094 419.011 J k 1,005 226 l 672,424 - 13,12; ' 13:121 3,380 i 1 11,535 1,1320260 11145,358 1 123 200 2,553,200 20590,550 590,031 6,161,049 4 795 698 ' J 38,610,000 40,665,000 1,110,221 1,176,221 1,301,421 ..53.109,873 . 2,040,532 106,331,716 66,445,983 i f 14,9030002 14,903,082 • 21,091,310 20,861,586 r, I 1.19,075 8,653,741 1,2/0,433 ~ (328,684} 10,617,632 39,256,634 I (204,609) 85,265,765 62,264,740 11,830,923 $191,600,511 ;137,710,723 00 16011 YNt ~NLYtlettt , NttpHHtt . T ~ ti?.y''~»,~t.r,.ti{ f ~!c~:c`#,Wk~~~.t~4~'t tE'.U~~,'.~•t7 1. m w awl I VIW.M 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, 1989 Utility System Sanitation OPERATING REVENUES: Electric service }63,996,395 } Peter service 8,572,433 Sewer service 4,567,069 Charges for services 229,240 3,188,636 Sundry 3,880 77,365,131 .3,192,376 - l Total Operating Revenues OPERATING EXPENSES: E Purchased power 44,312,841 - NO 2,635,131 Purchase of water 184,927 salaries and wages 7,810,748 1,349,273 3 Materials and supplies 909,612 303,862 Maintenance and repairs 2,272,034 463,254 6,746,164 2$5,999 Depreciation Miscellaneous 2,222 027 483,360 i • Total Operating Expenses 65,993,487 2,BSS,746 y • 356.627 Operating Income 11-371.650 } NONOPERATING REVENUES (EXPENSES): Interest revenue 2,239,829 Interest expense and fiscal charges (4,802,380) (96,440) other (330,365) Total Nonoperating Revenues (Expenses) (268920916) (96,4401 w. f Incase Before Operating Transfers 6,478)734 260,187 OPERATING TRANSFERS (OUT) (5,725,102) (239,518) 2,753,632 20,669 Net Incoek RETAINED EARNINGS (DEFICIT) - October t 466727,350 (230,278) ' RETAINED EARNINGS (DEFICIT) • Septa*Ir 30 }49,480,982 } (209,609) urran urr •rrrrrrr r■ ~1 j -a2- I r ~I Totals Year Ended September 30, 1989 September 30, 1988 i 163,996,395 159,469,101 8,572,433 8,836,792 4,567,069 4,819,902 3,411,775 3,159,715 3,640 263,951 80,517,612 76,549,467 i 44,312,841 45,564,454 2,535,134 2,451,594 ' 164,921 792,039 9,160,021 7,900,216 1,213,474 1,006,947 21735,288 2,970,395 5,982,163 6,671,684 . { 21705,387 2,815.844 68,829,235 69,1750117 1 11,728,217 76374,290 11 r 2,239,829 20191,666 (4,898,820) (3,2860509) (330,365) ..167:1681 . . (2,969,356) (11262,012) • • (6,964,620) -(5,209,601) . 2,774,301 902,477 1 46,497,072 46,594,595 10,111,373 146,497,072 ~ •b3- ~~~'k.,~+.M~'ii~~9?a~e1'~~~~:/-~ } r CITY OF DENTON. TEXAS M, COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - + ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Utility System Sanitation SOURCES OF WORKING CAPITAL: ttrat ons- ~Net ~ncome (loss) before extraordinary item j 2,753,632 j 20,669 I Items not requiring working capital- I Amo~tIrat on of bond discount and expense 5,746161 235:994 r •-•---1...1.15. L ~ Working Capital Provided by Operations 8,503,941 25b,b68 f Increase in long-term debt $3,109,873 r I Contributions- In aid of construction -226,724 Total Sources of Working Capital ~ X61,8/0,538 ~ Y56,668 ~j USES OF WORKING CAPITAL: Ac uisition of property, gyglint and equipment Sg~/1 08 16153:8S7$ C AeEuction of long-ten bebt 2 250 000 S L Net change In restricted assets and liabilities payable from restricted assets 1,418,308 (117,109) Total Uses of Working Capital 63,141,593 Net Increase (Decrease) in Working Capital $(1,301,055) j •194,949 ELEMENTS OF NET INCREASE (DECREASE) IM WORKING CAPITAL: Increase (decrease) in current assets. Cash $(7,155,028) $ 76 nvestaKnss 7,307,7 0 ' Count$ receivable 1,211,23 62,823 Inventory 639,295 Other current assets {3D6326) (40,8801 118,284 ~~••_22~016 (increase) decrease in current liabilities- " Accounts pa able and ether liabilities (312,951 143,635 Meter deDoS% 39 2 Due to othor funds ` Deferred Revenue (1,40/:4~~ (3 137 40741) ~ x(1,419,3391 112,931 u Wet Increase (Decrease) in Working Capital " $(1,301,055) j 191,949 i F' I .64. r _t i I Totals _ Year Ended ~PtearDer 30, 1989 ~beptewkbcr 30~~i988 r..1 2,774,301 902,477 5,982,163 6,67 OR 4,145 31:117 . _ •.9,160,6046,609,300 53,109,873 3,500,000 i 226,724 893,356 f '62.09120611-002,656 59,487,163 8,815,047 f 2,415,550 2,478,188 , II - 1.300.599 2,058,907 13,352,142 =11,106,106} . 34 86) if7~304,1 0) 761,082 1 214,046 (3,068,979) ,639,295) ~19,1Si1 (347,206) 509,080 140,302 {18}7,968) 461,486 (1,446,238) {1 76 36 1 139,162 W 111 775,558 !9,711 , (1,246,1081 ' (631,518) ~f1,106,106) (21349,486) I -65. ~"(i ¢~t;'r #,'r~2.n;; f4 a' n"fit it a+d kl~ ~aay, 1 U.5•' 'irt zra~'~^i n"r~r ,~t~:^~r.rC~M.f~::~~~.~dn#h~,'#rr`,~'+a`#k~.'fi.`iTR~.'I~!`,~`,y1`;fb~' 1 I s~.ysy, W C,u~ , 1 j CITY OF DENTON, TEXAS SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - BUDGET AND ACTUAL - (BUDGET BASISI - ALL ENTERPRISE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Utility System Variance- Frb Budget Actual (Unfavorable) fI OPERATING REVENUES: ODO y 2p 6pg Waterrservicelce =64,917;0 68;572;19g 31 =IUIOPI Sewer service 5,880,000 4,567,069 (1,312,931) Charges for services -.-195,000 208,683 13663 Sundry 461:000 20.557 (440,443) ,1111 Total Operating Revenues 82,822,000 77,365,137 -(5,456,8631 OPERATING EXPENSES: { Purchased power 45,561,935 44,375,761 1,206,174 T- I Fuel 3,417,851 2,487,069 930,782 Purchase of water $62,176 184,927 377,249 Salaries and wages 8,612,)66 B, 284,931 527,835 j M4terials and supplies 963 778 8 ,041 147 737 ! Maintenance and repairs 3,139;267 2,111,270 989;997 1 Miscellaneous 3,649,140 1,800,643 65 , 8,4 Capital Outlay 2,537,074 880,078 ,6,995 Total Operating Expenses ~b8,66J,98) -60,9J8,72D ~7,685,26J ! Operating Income (Loss) -14,158,013 16,386,117 2,228,404 MONOPERAIING REVENUES (EXPENSES): Interest revenue 6~y pp0 2 23y 8~~ 6~6g 22y t^ Interest expense and fiscal charges (5,382;867) i{'802;380) 1'SBS,~87 i Other 330,367) (330,367) 1. Total Nonoperatfng Revenues (Expenses) (4,703,667) (2,692,918) 1,810,949 In€°"ie Writing BUM oWriting Transfers 9,454,146 13,493,499 4,039,363 r OPERATING TRANSFERS IN (OUT) 15,725,1021 (5,725,102) - ' G-' 1 Net Income -'3,729,044 7,766,397 4,039,353 RETAINED EARMINOS - October 1 46,161,667 46,7270360 565,483 ! i 3 RETTAIED EARNINGS (DEFICIT) - September 30 (Budget Basisl 49 690 911 64,495,741 4,604.836 E DEPPRRERCIATION D CAPITAL OUTLAYS NET OF (5,014,765) (5,014,765) REF N D,tARNINGS (DEFICIT) - September 30 144.876,146 j49,4811,482 1.!:!14,836 I I 7 j■■■ a Yh W f WWI I ~'.4l w l.AI: 1 ${yA k%Y1~KY~ i Sanitation Total Parlance- variance- Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable} 1 - - 1 $66,339,000 163,996,395 1{2,342,605 9,947,000 8,572,433 (1,374,567 5,880,000 1,567,069 (1,312,931 3,231,510 3,188,535 (49,035) 3,132,570 3,397,218 (35,352 7,050 3,840 (3,210) 468,050 24,397 (443,653 .3,244,620 -3.192.375 --.152_245) -86_066_620 -._-512 ,(5_509.108! _ 45,581,935 44,375,761 1.22y30~Q66 174 2 - - 3362;176 y2~184,92I 77b77)~2251Q9 1,33289;900 1 304:341 19661 11218;678 1;120;3882g g1628;22g9g6 { 165,629 66642{ ([128 ; 1795 t; 114.769 2267 061 1,81;702 I 13,397 12,642 155 2,550,411 892,720 1,651.751 _ 2,489,S92 2,598,366 (166,774) 71,153,$79 63,571,086 1,576,193 -.2,067,385 15S.028 694.009 ~-(161.019) 74,913,041 -16.980,426 I 679,000 2,239,829 11560,829 i 1 609 1 BOB 820 $8167 89 11 6'110) 1'302 (5 BO I A 97'7121 (9 ) ( ( . ~330,367~ (330,361) 1 (97,742) (96,440) 1,302 (4,801,609) (2,989,3581 1,8121261 657,266 497,569 (15),717) 10,111,432 13,991,068 3,819,636 (239,618) (239,518) (6,964,620) (5,964,620) - 1 4176768 258,051 (159,717) 4,146,812 8,026,448 3,819,636 I (668.245) (230,728) 4.71617 45,473,622 06,496,622 1,023,000 1 (270,471) 27,323 297,800 49,620,434 54,523,070 4,902,636 -I (236,932) (236,932) - (6,251,697) (5,251,691) - (507,400) 1 (209,609) 1 297,600 144,366,731 940,271,373 4,902,636 J ~1~~~~~tl •~~~~~l~.• •~~IY~Y\~~• J~~Y~Yl~Y~1 l~~~~~~~t~• I I i 1 .67. a i i 1 a QwaA/i C.ra.~ i•v>a CITY OF DENTON, TEXAS cOMBININO BALANCE SHEET - UTILITY SYSTEM SEPTEMBER 30, 1989 1 Electric ASSETS S~ste~e Cash and deposits j 4,114,528 II Investments 13,831,929 Receivables (net of allowances for uncollectlblesl- 4,533,415 Accounts Milled utility service 4,305,584 Accrued Interest 399,493 24 OM other if^ Due from other funds 4,009,800 Merchandise inventory, at lower of cost or 586,223 i market I Deferred bond Issuance costs 414,800 C' w Restricted assets- 3,143,388 cash end deposits 3,546,f96 Investments 45,105 Accrued Interest fixed assetsi net of accuwlated depreciation 33,484,841 I Total Assets 112,817,871 111 ~ 1 1 ~ .r I L YF~ 1 i l Y I 1 1 •58- M ~■T'r'A • • • tn.Gf ~ . :nc •,n I 9 ' i 1 Totals for Utility System Water and September 30, Septeeber 30, Sewer System 1989 1988 B5S,508 ; {,970,036 13,463,934 21640,781 16,472,710 9,165,000 3 4,533,415 4,421,I8S II 1,056,680 5,3620264 3,685,006 f j 66,553 466,046 445,688 11,198 253,667 852,488 I 4,009,600 4,315,926 ~•r II 586,223 1,225,518 /15,847 890,647 894,792 2,626,983 ;,810,311 1D,678,816 2,g",416 60130,712 j 39,203 84,308 ! 106,654,548 140,139,389 66,412,268 1 j116,951,717 5169,769,588 ;135,560,623 } J J O.31ry.~(L.jl\M ors dy?t•F4~l; ~ ~ a ~ySr ~9 ,r j CITY OF DENTON, TEXAS - COMBINING BALANCE SHEET - UTILITY SYSTEM - SEPTEMBER 30, 190 Electric LIABILITIES AND FUND EQUITY System LIABILITIES: Accounts payable and accrued expenses ; 1,602,852 Retalnage payable t.. Accrued vacation leave 241,770 Deposits 1,005,226 r^ Payable from restricted assets- I Accrued interest 552,330 Revenue bonds payable, current 1,360,800 Due to other funds Revenue bonds payable 18,630,580 General obligation bonds payable Notes Payable - Total Liabilities ;2x,393,558 FUND EQUITY: J Contributed capital- From other swolcipalities or governantal units 13,060 In aid of construction 111776360 Retained arnings• a;. Reserved for bond retirement 4,921,654 Unreserved 43,3126234 I Total Fund Equity 49,424,313 E Total Liabilities and Fund Equity ~12,817,A71 D 4 . . I i a y } 3 rN ~I} Total% for Utility System r~ Water and September 30, Se te*3 r 30, li Sewer System 1989 19d8 438,644 $ 2,041,696 = 3,246,909 3 39,989 39,989 210,753 123,917 365,687 346,631 • 1,005,226 672,424 668,395 1,120,725 1,132,458 1,069,200 26130,000 2,425,000 5,671,018 5,571,018 4,166,630 19,979,420 38,610,000 40,866,000 53,109,873 $3,109,873 J X80,900,656 .1046204,214 . 63,065,606 14,890,022 144903,062 14,903,082 j 1969138950 21,091$10 20,864,686 3,613,007 8,634,666 7,1210358 12,366,918) 40,946,316 39,606,992 p 36,051,061 85,416,314 82,496,016 I . ;116,951,717 $1891769,588 $135,660,623 f y, +.I t' I 'i.t4~~7&~ C.ilP,f ' ~A 4'i~ 1 ei".,-f gip, ~-s n :r .w v • ~ I ~MAYh I f 'f1 1 a 1 1 I CITY OF DENTON, TEXAS ` COMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - UTILITY SYSTEM 1 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 I i Electric Water and System Sewer System - OPERATING REVENUES: Electric service $63,996,395 = - Water service - 8,572,433 Sewer service 4,667,069 Charges for services -•..208683 ..-•-20,657 Total Operating Revenues 64,205,078 13,160,059 i~ i OPERATING EXPENSES. l.l; 1 i Purchased power 43,241,933 1,070,908 Fuel 2,524,068 11,066 ~Purchase of water - 164,927 Salaries and wages 4,296,936 3,613,613 L' Materials and supplies 3590736 649,876 ( Maintenance and repairs 1,068,950 11203,084 Depreciation 217150929 3,030,235 Miscellaneous 1,662,664 .-•-669,363 yy Total Operating Expenses 56,770,216 10,223,272 :.r I Operating Income 8,434,863 2,936,787 NONOPIRATING REVENUES 1EXPENSESIs Interest revenue 1,579,566 660,273 Interest expense and fiscal charges (10701,6611 (30100,719) Other (203,121) (126,644) Total Wonoperating Revenues (Expenses) ..•(325,826) 12,667,090) Li Income Before Operating Transfers 8,109,037 369,691 OPERATING TRANSFERS (OUT) (3,299,445) 12,425,6571 Net intoaM (loss) 4,809,592 (2,066,960) RETAINED EARNINGS • October, 1 43,424,301 3,303,049 ` RETAINED EARNINGS • September 30 148,233,893 11247,089 I J •12• r r ` w tan I Totals for Utility System Year Ended September 30, 1989 September 30, 1988 - ;63,996.395 ;59,469,101 8,512,433 8,836,192 4,561,069 4,819,902 229,240 251,161 11,365,131 13,363,556 1 1 44,312,811 45,564,454 ' f 21535,134 2,451,594 164,921 192,039 1,610,118 60121,568 909,612 8210123 J 2,212,034 2,512,622 6,146,164 6,385,062 f 1 2.222,021 2,213,858 { 1 65,993,461 664688,220 j 116371,650 6,195,336 - j l' ~ J 2,239,829 2,191,665 (4,802,80) (30180,012) (330136S) 1163,438) (21892,916) 11,161,185) 6,478,734 6,643,5S1 j (50125,102) (41919,801) Y.......... !,163,632 6636150 46,121,360 46,063,600 X49,480,482 ;46,121,360 !!!!lfHH! Nlffff.N! -13- °~^41w'$aE4r~ r. I ~iSR~ytl p `1 aw 1'. Optl[ k l1 l ld 4 f ' "Te r' n , w i i ti , I Zvi j.. f; 1 lrcrya~ 'IAC'r~ Ka.hT~ i i ~ CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 SUMMARY of INTERNAL SERVICE FUNDS Working Capital Fund - to account for the financing of goods and services prov e y ne nunicipal 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 lOx, Actual costs include depreciation on the building, improvements, machinery and equipment used to provide the service. Motor Pool Fund - to account for the purchase of City vehicles not budgeted in 1 3 other unds These vehicles are then teased to other City departments. Monthly charges are equal to the vehicle cost less salvage value divided by expected r. ~ ! i { J ~1I i ~ I~ -75- I a4i°$x9 ".+r;4M' ~S.',j~#~N"{S~.t a'k~~.S~~~~'~'A~➢FS.i~.?r'.~ .~'ro:;..d4 c~l.: d. ~.7~'vR rG• 4~,.',%. 10. 1 i i CITY OF DENTON, TEXAS COMBINING BALAKE SHEET - ALL INTERNAL SERYICE FUNDS SEPTEMBER 30, 1989 I Working ASSETS Capital Motor Pool r ~ Cash and deposits - ; 604,918 Invesbeents 16910,343 ' PAcaivables 36,495 33,437 r j No from other funds 61,216 371,756 1 Merchandise inventory, at lower cost or market 10305,337 {y fixed assets (net of accumulated depreciation) 266,310 2,677,318 k total Assets j1.671,386 ~6,797,1T2 rrururu rru.•uu ~ ~ f r I LIABILITIES AND FUND EQUITY I I 11A8111T1E5: I Accounts payable and accrued expenses = 137,046 ; 77,881 Leases payable 120190 80,797 Accrued vacation and sick leave 16,682 Due to other funds 1,271,125 10,291 I Contractual obligation 11265,000 Total Liabilities 1,431,043 1.4$3, 69 - - L k l FUND EQUITY: r Contributed Capital. 281,391 3,602,945 From other municipalities or governmental units Retained earnings (deficit) (47,048) 740,858 Total Fund E ui . -234 234,343 4 343 803 Total Liabilities and Fund Equity $1,671,386 $5,7970772 i •76• Y1 y Irby.. , j I 1 - Toiels September 30, September 30, 1989 1988 804,918 $1,837,305 1,910,343 69,932 4,830 i 633,000 644,901 ?`J 1,305,337 1,4120801 2,945,626 2,215,1% 17,469,168 j6,11i,013 r 216,927 220,688 921987 454,994 16,682 12,247 1,261,416 10391,900 11288,000 776,000 t,891,012 21854,829 3,884,336 3,026,646 693,010 2334538 4,870,146 3,260,t04 ~7,/69,15A X6,113,033 j~ ..r,lfirr r*qny 9`frt~`4iC~~1 ~r$1.~kanojt6~~ AIM" CITY OF DENTON, TEXAS 1 MINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - ALL INTERNAL SERVICE FUNDS 1 FOR THE FISCAL YEAA ENDED SEPTEMBER 30, 1989 Working Capital Motor Pool OPERATING AtYENUES: Charges for goods and services X3,824,266 j1,123,259 Misceilmeous 37,127 1,435 + r Total Operating Revenues •3.061.393 1.424.694 OPERATING EXPENSES: Salaries and wages 619,942 ` Materials and supplies 2,927,621 ! Maintenance and repairs 51,604 E i Depreciation 27,417 11158,647 Miscellaneous 249,218 23,119 s ( j Total Operating Expenses 3,175,802 111810966 Operating Tncome (Loss) 85,591 2426728 i _ l NONOPERATING REVENUES (EXPENSESI: i, I P.;n (toss) on disposal 31,606 113,968) Interest revenue 224,907 Interest expense and fiscal charges .-••14:6151 (1051997) I k Total Nonoperating Revenues (Expenses) 26,991 .104,942 Net Income (Loss) 112,582 347,610 RETAINED EARNINGS (DEFICIT(- October, l (169,630) 393,188 i RETAINED EARNINGS (DEFICIT) • Septatber 30 = (47,046) >j 710,866 suussass usssssm ( a 1 1 s F 1 , tfa Totals J Year Ended September 30, 1989 September 30, 1988 $5,247,525 $4,960,603 38,562 98,F22 r' 5,286,087 5,059,125 - _ 519,942 484,976 21927,621 2,728,132 510604 54,139 1,186,264 1,466,321 2720331 253,248 4,961,768 5,006,822 { 328,319 520303 j s 11,638 - 224,907 13,566 (84,854) L: I ; 1110,6121 I , 1310933 (71,288) _I 460,252 (18,985) _j 233,568 252,543 693,810 $ 233,558 i 9 r~ t +19~ 'T}JJFy.9i~,:;`. 'vl; .,~~4,+a t,,~:'+;,t n't.h u; P:'.C y$~#ffi 1.it,a'k'1^t.1`w',rN)„4~w3.+.3~'~.k~M4'' 0 rca»m~ f . CITY OF DENTON. TEXAS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION - ALL INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 I Working Capital Motor Pool SOURCES OF WORKING CAPITAL: Operations- Net income (loss) $ 112,582 ; 347,670 Items not requiring working capital- - Depreciation 27.417 1,158.847 I Working Capital Provided (Used) by Operations 139,999 1,506,517 i Proceeds from sale of contractual obligation - 765.000 ` i . Total Sources of Working Capital 139,999 2,261,517 ; t: a USES OF WORKING CAPITAL, _ Reduction of long-term debt 245.000 w Acquisition of property, plant and equipment 1,461 1,057,555 { Total Uses of Working Capital 1,454 1,302,555 I r. Net Increase (Decrease) In Working Capital ; 138,545 ; 968 962 r, auuuau auuuau I i ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAP1Tl'.: Increase Idecrease) in current assets- Cash end deposits s 146) I11,o32,341) Investments - 1,910,343 Accounts receivable 35,952 29,150 - Inventory 1107,464) - Other current assets 5,588 1217,4921 i (65,970) 689.660 ? i. (Increase) decrease In current liabilities- Accounts payable and other liabilities 89,986 213,347 tt 1 Due to other, funds 114.529 --__(4.045) 1 204,515 269,302 Wet Increase iDecrease) in Working Capital ¢ -138,545 ; .958.9b2 rauruau auuaaaea •80- 1 M , i k. r t I~ "f Totals Year Ended ,y September 30, 1989 September 30, 1988 t I $ 460,252 118,985) 1,186,264 1,486,327 ' 1,646,516 1,467,342 a 7S5,000 775,000 .2,401,516 2,242,342 Y~ t 245,000 k -1'059009 ...665:591 1,304,009 665,591 ;1,097,507 11,576,751 r aura ru eua.aru• 1(1,032,387) 11,194,763 { 1,910,343 65.102 1,722 (107,464) 166,527 (211,9W) (514,971) 848,04( f f 363,333 799,212 1)0,484 (70,502) •••413,817 .•-72AYJ14 $1,097,507 $1,576,751 t F , f ~`l ~rsw,r • rsi~ F V a a,x•: h •'l CITY OF DENTON, TEXAS SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS BUDGET AND ACTUAL - IBUDGET BASIS) - WORKING CAPITAL FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 3D, 1989 f Working Capital fund Variance- 1 Favorable Budget Actual (Unfavorable) OPERATING REVENUES: Charges for goods and services = 3,746,600 ; 3,824,266 ~ 77,666 Sundry 16,000 37,127 21,127 Total Operatin3 Revenues 3,762,600 3,861,393 98,793 OPERATING EXPENSES: Salaries and wages 542,73S 527,196 15,539 3,033,887 2,999,224 34,663 Materials and supplies f Maintenance and repair:. 91,460 41,611 49,849 ! miscellaneous 268,830 251,760 17,070 Capital Outlay ! j f Total Operating Expenses 3,936,912 3,819,791 117,121 f ~ Operating Income (Loss) (174,312) 41,602 215,914 r . . t NONOPERATING REVENUES (EKPENIES): - 1 i Gain on disposal of tined assets 31,606 31,606 615) ( .6151 Interest expense and fiscal charges I . I Total Nonoperatin9 Revenues (Expenses) 26.991 26.991 ; Net Income (Loss) -.•1171,312) 68,593 242,905 i RETAINED EARNINGS (DEFICIT) - October I 1159,6301 1159,630) - L. (Budgetary Basis) RETAINED EARNINGS (DEFICIT) • September 30 j (Budgetary Basis) (333,912) 191,037) 242,905 i w ENCUMBRANCES AND CAPITAL OUTLAYS NET OF DEPRECIATION 43,989 43,989 - RETAINED EARNINGS (DEFICIT)•September 30 4 _ (289,953) ; (47,048) 1j 242,905 (6AAP Basis) 1} 4 .82- ow f .r ` N r' iaFe I CITY OF DENTON* TEXAS I,J FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 SUMMARY OF TRUST AND AGENCY FUNDS M EXPENDABLE ;RUST FUND Employee insurance - to account for accumulation of resources for the psyment f of employee insurance claims and insurance policies. 4 I ` f AGENCY FUNDS Payroll - to account for the collection and payment of the City's payroll and j associated liabilities, Deferred Compensation - to account for the City employees' investment in a deferred compensation plan. A' r l I u i a1 .J r a f -83. f 1 r ' -IF x 1 CITY OF DENTON. TEOS COMBINING BALANCE SHEET - ALL TRUST AND AGENCY FUNDS SEPTEMBER 30, 1989 I I ASSETS Expendable Trust Fund 1 III I Cash and deposits $1,369,240 Investments 1,764,439 Receivables: Accrued interest 38,434 i i Other 11,826 Due from other funds 9,943 Total Assets $3,193,882 I t.. ~ j LIABILITIES AND FUND BALANCE Accounts payable ; 76579 Clain payable 967,336 Due to other funds Fr I Total 1fa61Nties .974,911 Its f Fund balances (deficit) 2,218,967 . . - Total Liabilities and Fund Balance $3,193.682 a I U ~r -84- I FEE owl , Totals 1«3ency Funds Septeaber 30. 1989 Septeaber 30. 1988 1 370,087 =1,739,:27 $1,028,848 - 1,764,439 - - 38,434 3,801 400 12,226 - .3.009.140 .3.019,083 3,021,558 I j $3,319,627 $6,573,509 $4,054,207 i OEM... MEMO .9 Mff rMEOMEMEMr k $3,379,627 $3,387,206 $2,916,962 - 967,336 860,106 ',n~ ~ ...366.703 3,379,627 4,354,542 1,203,711 ' - 2,218,967 1149,564) ( 1 x` $3,319,621 $6,573,509 $4,054,207 j I J 1 -85- ~ 4kVlaSV ,tdl :l~,.^n'S'a3Nwa~s, { sM"'/,,~~" , 10. ~efA•ps ,Irdvef~ k~ S ~q 1 CITY OF DEVON, TEXAS STATEMENT OF CHANGES IN ASSETS AND LIABILITIES - ALL AGENCY FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Balance October 1, 1988 PAYROLL FUND ASSETS Other receivables = Due from other funds 3,021,436 t Total Assets 3,021 136 f $ ' LIABILITIES I Accounts payable $2,113,007 Due to other funds 308,429 Total Liabilities $3f021~436 ~ rl DEFERRED COMPENSATION FUND ASSETS Cash and deposits 228,848 Total Assets $..228,&18 LI1.81L1T1ES :4- Accounts payable - due to participants 228,848 E Total liabilities $ 228,848 TOTAL AGENCY FUNDS ASSETS Cash and deposits $ 228,848 { Other receivables Due frog other funds 3,021,436 j, Total Assets $3,250,284 kJ LIABILITIES tit Accounts payable $20941,855 Due to other funds 308,429 Total Liabilities $3,250,284 ~f A r j I o i Balance JVddlttons Deductions September 30, 1989 .J F 400 - ; 400 - 6,078 3,009,140 + 1 . 6,078 4D0 ;3,009,540 i 296,333 ; ~ - ;3,009,5:0 308,429 _ $ 296,533 $ 308,429 ;3,009,540 . fRftl••.!• ~ / ffleb Y•O HYff uf,f [ 7 164,958 ; 23,719 ; 370,081 1 164,958 $ 23,719 = 370,087 r ; 164,958 ; 23,719 = 370,087 - 164,958 j 23,719 370,08) ¢ 154,959 ; 23,119 ; 370,087 400 400 6:078 3,009,14D 161,358 ; 29,]91 ;3,31A,627 461,491 ; 23,719 ;3,319,627 ~ 308,429 = 461,491 ••332,148 •;3,379,627 .81. J r, WAM L 1 i 1 i i f I 1 v 3 i i J '17 i i I CITY OF DENTON, TEXAS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 GENERAL FUND SUPPLEMENTAL INFORMATION SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL j I 1 ! "1 I J i -89- a a y anal I CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance- Favorable Budget Actual (Unfavorable) GENERAL GOVERNMENT: Administration (0001) _ Personal Services ; 328,319 = 327,641 ; 678 Supplies 17,631 18,227 (596) Maintenance 1,378 970 408 Services 89,802 90,027 (225) Sundry 13,307 12,797 510 450.437 444.662 775 + Building Operations 0002) Personal Services 174,798 175,32! (530) Supplies 23,280 20,794 2,486 Maintenare 119,527 122,585 13,058) Services 554,291 512,613 41,678 r- i 871-896 831,320 40,576 Operations Analysis (0003) ' Personal Services 75,036 74,262 774 ( Supplies 4,641 4,685 (44) Maintenance 25 23 2 Services 7,92 71965 1573) 87,094 86,935 159 f word Processing (0006) Personal services 143,338 139,294 4,044 Supplies 14,926 14,646 280 r, } Maintenance 26,040 25,916 121 ; Services 8.225 8,160 65 Fixed Assets 8,945 8,847 98 201,414 196,863 4,611 lM V f1MA1,f1.~ 1 ( i'1! .r19• 1 r ~ CITY OF DENTON, TEXAS 1 r. _ ~ r GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL ICONTINUED) j FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 _ Variance- Favorable { Personnel (0008) 2udget Actual _ iUnfavorable) l Personal Services ; 272,123 ; 284,830 (12,101) j Supplies 25,281 24,713 568 Maintenance 3,160 2,791 369 Services 71,490 77,665 (6,175) Sundry 6,057 5,936 121 i E Fixed Assets 9,306 9.158 118 387,417 405,093 (17,676) + f Data Prccessing/Administration (0017) 1 Personal Services 377,467 370,674 6,793 J Supplies 38,137 38,546 (109) Maintenance 76,193 18,205 (2,01:) j Services 236,705 237,874 (1,169) 1 Sundry 298 298 - Fixed Assets 15,406 15,765 (359) 744:606 .....7-11..,.-362. ......3, 44 Legal Administration (00011 Personal Services 295,132 261,221 27,905 Supplies 7,450 8,666 (616) Maintenance 830 623 307 Services 26,280 25,985 295 Sundry 21500 1,510 990 Fixed Assets 20,770 18,937 1,633 ..•.352,962 - 322.2 -..•30,711 Municipal Court Judge (0005) p4 Personal Services 65,628 80,008 5.620 ~1G Supplies 1,1DO 1,666 14 Services 5,580 4,613 967 92,908 82,307 6,601 Municipal Services (00091 Personal Services 140,593 136,304 4.289 i rj Supplies 3,995 3,433 662 Maintenance 312 293 19 Services 18,532 19,219 (687) JJ Sundry 470 463 7 1 . i~ ..163.902 -...169.712 --..-.1.190 ~a •91- Ira I )i I Y c. i . y4y 01 1 FF CITY OF DENTON. TEKAS - GENERA FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FDR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 . I Variance. Favorable Budget Actual IUMavorable) _ Library Administration (0070) - Personal Services ; 128,170 139,261 >F (10,741) Supplies Maintenance 13,125 14,696 (11271) r 1,600 717 883 f Services -..-.53,706 53,805 4 197,201 208,479 (11,278) r Support Services (D072) I Personal Services 257,469 265,650 (81181) If Maintenance 2,515 2,471 98 Services 3,904 3,521 363 g~ ! F 263,948 271,648 (7,700) Adult Services (0013) Personal Servicet 133,345 141,865 (11,520) Supplies 1,730 4,503 227 { Maintenance 450 423 27 # Services 20,662 20,358 304 I r Fixed Assets S26310 $3,324 (1,014) 211,497 223,473 (11 976) I Children Services (00741 VA~ Personal Services 140,400 144,209 Supplies 2,000 11942 13~~581 Maintenance 1,200 751 449 I Services 1,400 1,110 290 F Fixed Assets 27,264 21,187 6,071 r- j 172,264 1690199 3,065 ' Finance Ads!nistration (0020) Personal Services 197,331 191,165 6,172 L Supplies 4,115 2,243 1,432 Maintenance 240 197 43 Services 19,714 190311 463 Fixed Assets 4,570 3,991 573 i 226,096 216,913 90183 i -92- 1ve ' . F FP . 4 1 ~rl rl¢4 v. - CITY OF DENTON, TEXAS - GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance- Favorable Purchasing (0021) Budget Actual (Unfavorable) Personal Services j 184,621 j 162,332 j 2,289 Supplies 10,000 10,124 (1241 Maintenance 2,000 %0 1,040 Services 21,100 20,312 788 1 Fixed Assets - 20270 (26270) 211,721 215,998 1, 723 Customer Service (0022) Personal Services 668,933 533,992 34,941 Supplies 111,708 122,S30 (10,822) Maintenance 4,500 21517 10983 ~ Services 144,129 90,256 53,873 Fixed Assets 24,702 15,180 9,522 t JI 853,972 764,475 09,497 i Cashiering (0023) a Personal Services 202,175 198,561 :1,624 Supplies 3,250 3,630 (380) Maintenance S00 488 12 ' Services 7,419 70955 (536) 213.344 ....2.0.624 ......2.720 Accounting (0024) Personal Services 357,174 330,338 18,836 Supplies 16,660 17,357 (107) Maintenance 720 65 655 Services 13,054 13,407 (3531 Fixed Assets 20,214 14,913 301 401,812 389,080 18,732 Tax (0025) Personal Services j 48,412 ; 41,442 j 970 Supplies 6,900 7,918 982 Maintenance 85 33 52 Services 3,248 2,093 1,i SS { 60,645 51,486 3,159 -9]- 1 n r 4"-++t~hvias,({ of .y, x q;.A 7 F j CITY OF DENTON, TEXAS V GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL ICDNTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance. Favorable Budget Actual (Unfavorable) Municipal Court Clerks (0026) Personal Services 173,973 15?,383 21,590 Supplies 17,650 17,802 (152) Maintenance 700 1,845 11,145) Services 6,632 9,020 (213881 1... Fixed Assets 1,711 525 1,186 1j ..200.666 •-.'181,575 . •..'•19.091 + Finance Administration Mist. (020M) Personal Services 914,647 797,627 111,020 Services 174,500 260,512 (86,012) Sundry 791,367 748,871 42,496 i 1,880,514 1,807,010 13,504 Accounting Misc. (024M) Personal Services 105,800 85,269 20,531 { Services 128,000 176 156 (48,156) E Insurance 584,206 584,206 i 1 Sundry r it 349,367 336,493 12,874 . 1,167,373 1,182,124 (1417511 Planning A community Development 10015) Personal Services 368,754 344,029 24,725 Supplies 20,472 ?2,083 (11611) Maintenance 370 269 101 Services 47,796 43,237 4,559 i Sundry Fixed Assets 10,458 104.484 16 ,667 291 .•..452,850 ...•424,169 ...•.28,081 E Planning B Development Misc. (015M) ri Sundry 156,800 156,800 156,800 156,800 Total General Government ;10,035,299 = 9,759,155 f 276,144 ,94. 4 rQ4~ CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 j Variance- Favorable Bvdgtt Actual (Unfavorable) PUBLIC WORKS: { Emergency management (0007) Personal Services = 43,699 ; 44,469 ; (770) Supplies 4,205 3,796 409 maintenance 1,160 1,788 (626) / Services 13,680 14,261 (581) Fixed Assets 35 1351 .....62,744 .....64,349 (1,605) } Engineering (0010) j Personal Services 781,643 792,773 (110130) -1 1 f Supplies 30,176 31,420 (1,244) Maintenance 10,600 130117 (21517) Ik Services 29.074 34,443 161349) r Fixed Assets 4,000 4,On0 l 855,493 871,753 (16,260) Inspection (0011) Personal Services 329.420 328 695 725 P ' Supplies 11,552 10,622 930 Paintenance 5,691 3,945 1,646 Services ....-18,131 17,244 Be? ...364.694 360,506 •4.168 . Transportation Engineering (0012) Personal Services 194,695 206,636 (6,941) Supplies 10,160 9,284 866 Maintenance 101,050 109,861 (8,811) Services '...•44578 31,380 130196 Fixed Assets 25,000 10,183 14,817 380,473 367,344 13,129 J E a 1iidfrtiK3tiuy ,,yy~ } {p r ^s~4'~.6RUri',~Z.r+~'P t".~~~'~l rT'dd p; 4?r~. F^{ .~.d 4rv'~ .t'~"•u?ECie., 'k." ! U;11 : I t fRyi6~ CITY OF DENTON. TEXAS ` GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance- Favorable Budget Actual (Unfavorable) Airport (00191 Personal Services j 71,212 ; 70,879 333 Supplies 5,160 3,699 1,451 Maintenance 6,146 9,224 (3,0781 Services 11,825 11,172 653 " Sundry 725 $31 191 .....95,058 ....9s.SM .......`450) E Public Yorks Administration (0030) r, Personal services 219,627 224,738 (51111) 14. Supplies 8,384 9,619 (1,235) Maintenance 2,767 2,687 BO Services 17,502 11,570 (68) Sundry 300 130 170 1 fixed Assets 3,946 7,666 (31120 252,526 262,410 (9,884) ii i 1 Street Patching (0031) Personal Services 312,487 299,219 23.209 Supplies 30,802 33,831 (3,029) a, Maintenance 402,876 355,371 474605 r Services 44,004 42,719 1,225 1 . t, f 790,169 721,260 68,909 I 1 Street Sweeping/Drainage 10032} i. Personal Services 184,082 213,429 (29,347) Supplies 19,953 18,053 1,900 xalntenance 88,492 90,656 (2,164) Services 46,119 30,347 15,772 . •.-.(13,839} ...338.646 ....352.485 x , -P6- q i •S`PC: IN:'N CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Ysrfance- Favorable Budget Actual (Unfavorable) Street Construction (0033) Personal Services 8 285,296 j 319,108 $ (33,812) Supplies 14,075 16,020 (945) Maintenance 251,037 219,341 31,646 Services 141,888 105,784 36,104 692,296 659,253 33,043 Street Lighting (0034) I Services 303,000 310,637 (7,631) f i 303,000 310,637 111637) Environmental Health Services (0035) Personal Services 104,011 100,058 3,953 Supplies 5,601 5,954 (347) Maintenance 150 3 147 ` i Services 34755 4,440 (685) 1 Fixed Assets 4,7DO 762 3,938 118,223 111,217 1,006 Animal Control (0044) Personal Services 176,493 112,794 3,649 Supplies 11,980 19,448 (1,468) a maintenance 6,619 4,812 13,293) Services 22,619 22,001 612 Fixed Assets 42 330 42 300 30 265,941 266,361 (420) Total Pubic Works ; 41619,263 = 4,443,063 $ 76,180 1 f •97• '"''sd7'~?' 1 t VN:.*r ,~`ih v >ii~ n$.`tKF~~ A♦ I `SfAA_IR CY~YiM ~ E!.q AR _ i CITY OF DENTON, TEXAS - GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance. Favorable Budget Actual (Unfavorable) PARKS 1 RECREATION: Parks 1 Recreation Administration (00601 Personal Services f 169,397 ; 154,286 15,111 Supplies 26,200 30,440 (4,240) Maintenance 3,000 20096 910 - s„ Services 26,750 35,387 (8,637) Sundry 250 114 131 _ 225.597 222 322 3,273 Recreation (0062) Personal Services 654,883 629,611 25,272 Supplies 61,606 66,866 10720 M116tenance 13,850 16,255 (2,405) I Services 192,454 183,553 8,90) f Fixed Assets 10,000 10,130 21130) r 941,759 906,001 35,758 I Park Maintenance 100641 ' i Personal Services r f 621,264 618,420 2,844 Supplies 51,625 64,452 ,8271 Maintenance 85,800 96,828 lif,a2/1 Services 121,413 101,297 20,116 Sundry ISO 77 73 Fixed Assets 8,825 8,825 - 899,077 881,074 18,003 j ! j Total Parks 1 Recreation S 2,066,433 8 2,009,397 ; $7,036 1,J I f i p f l M 1 I .r ~ r ~awv Y+•.. x+sy SSJ CITY OF DENTON, TEXAS GENERAL FUND - SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR 7HE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance- Favorablt budget _ Actual (Unfavorable) PUBLIC SAFETY. Criminal investiyatlon (0041) Personal Services k Supplies 722,817 $ 740,229 ¢ (17,382) Maintenance 27,466 27,298 168 Services 120758 17,738 (40980) Fixed Assets 31,294 38,144 (850) ........839 .......4,791 8OS,204 ! 828,200 (22,996) Admfnfstratfvt (0042) Personal Services Supplies 5071968 612,714 (1,746) Maintenance 4/,445 46 928 (2,483) i Services 31,560 30,269 1,281 Sundry 117,619 122,734 (5,115) t i k Fixed Assets 1,110 14159 (49) 44,860 44,374 486 I ....747,552 7580178 (10,626) f Patrol Division (0043) } 1 ! Personal Services Supplies 2,778,532 2,8050150 (26,618) Mefntenane! 90,898 106,280 (15,382) t Services 9028 130,307 (10,279) Sundry 217,338 2010206 10,132 fixed Assets 100 100 9,340 8, 621 619 T 2,186,236 ' 3,257,862 f71,626) Fire Admfnistraticn {0050) Ptrsonai Services 304,422 304,834 Supplies 1412) Maintenance 24,469 25,145 (676) Services 41,075 39,612 2,263 Sundry 99,660 99,361 299 i Fixed Assets 800 522 278 12,407 12,196 211 461,833 481,870 .••1,963 -T -99- l~ n „er>. eu ;4.y.~r~r.:<s'~cr5itsits~..f#"x',5.4 'xVy~~„ MYd1.CN'y 4 t CITY OF DENTON, TEXAS i i GENERAL FUND - SCNEQOLE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 1989 Variance- Favorable ti Budget Actual (Unfavorable) Operations (0051) Personal Services { 2,655,367 { 2,645,539 ; 9,828 Supplies 59,200 53,535 5,665 Maintenance 43,S78 47,037 (3,459) Services 116,573 129,865 113,2921 Fixed Assets 59 190 58 722 468 ..2,933,908 2:934.698 .......(790) Freventlon (0052) • € Personal Services 149,996 135,630 14,366 1 4,867 4,870 (3) Supplies 6,311 5,415 (104) Maintenance E E Services 9,009 8,497 511 14,770 } 169,182 154,412 Evergency Medical Services (0053) f Personal Services 606,323 765,410 1159,0871 Supplies 49,827 49,665, 162 Maintenance 9,807 10,390 (583) j Services 111,610 60,506 51,104 Fixed Assets 19,106 19,106 - r •'i r •....u ...r E i• ....796.673 ....108.404) I i t Wei Public Safety { 9,122,588 { 9,320,297 { (197,7U9) eu rsuuu •rrsssuu• •u.u we~a GRAND TOTAL GENERAL FUND 11) {25,743,583 {25,531,932 { 211,651 •uurra•r■ esouuu• •u ssu urr 11) Includes operating transfers out of 1427,300 and $428,668 for Budget and Actual respectively. al -100- ti i F Am 43:4 fi Ji!+.rh I r I i i STATISTICAL SECTION f ! ~ t I F I I ' »F 1 I r'r I i f -101- , r 17 i 1 CITY OF DENTON TEXAS GENERAL GOVERNMENT EXPENDITURES BY FUNCTION (1) LAST TEN FISCAL YEARS Fiscal General Public Public - Year Government Safety works 1980 S 2,881,977 $3,610,186 S 954,921 1981 3,992,254 4,173,188 1,077,134 1982 4,340,168 41805,245 112080589 ` 1983 4,1706991 5,020,458 2,1804879 1984 4,673,090 5,5319882 2,785,622 r 1985 69191,869 6,363,330 3,0710489 1986 6,501,953 70156,369 30690,350 4 1987 794989530 7,742,987 3,630,471 1988 8,468,435 8,3180904 4,040,489 1989 10,842,100 9,150,314 41367,287 i (1) Includes General, Special Revenue, and Debt Service Funds (2) 1980-1982 Capital Outlay also included in Departmental Totals i s (3) Difference due to advance refunding of General Obligations bonds and Certificates of Obligation in November, 1985. f -102- r ICH ~ cis- u.. r Table t j I Parks and Capital Debt Recreation Other Outl Sert "e Total $ 7952601 si,1029998 $ 586,540 ;t 745.016 $12,354,705 `J 9360673 160850178 3180642 1,959,547 13,223,974 1,1371957 1,210,497 256,346 19884,273 14,594,749 I wl ~ 1,257,726 - 513,377 1,7460561 14 889 992 1,4980226 - 3859783 2,3921n5q .17,267,461 1,7190742 190160119 - 29419,528 20,7821077 21110,862 - 1,044,401 157014613) 20,661,081 2,252,215 - 390,354 306632923 250178,485 f 2,306,063 - 448,593 4,164,783 27,747,257 2,397,948 i 403,533 505089631 32469,813 I~ J ; J ~ J -103- . 5tt~nki~r'h~;'ft•sl~kc t..r,»b'~~k•~;,,,,~ i i CITY OF OENTON, TEXAS _ GENERAL REVENUES BY SOURCE (1) LAST TEN FISCAL YEARS Licenses Ut111ty inter- Fiscal and Franchise Governmental Year Taxes Permits Fees Revenue 1980 S 6,049,491 2 96,226 $196,429 $167510580 r I { 1981 60992,999 82,494 232,990 102581829 r. 1982 7,895,519 961943 330,694 9856405 j 1983 8,8190953 213,490 3610937 1,036,903 1984 101405,911 303,725 418,680 8264575 1985 111845,499 3569661 484,171 10210,019 1986 134838,013 379,238 3711960 10791,435 1987 1508660362 2800171 4260319 1,123,194 r 1988 17,3949836 211,999 6501879 111796092 1989 18,514,210 222,756 5950142 1,6819445 II l M (1) Includes General, Special Revenue and Debt Service Funds rr~ U -104 il i r r rY ~rkw:ri) ..w IrJ,~ waV`~1 MRlp~ Table 2 I j Fees for Fines and Interest Miscellaneous Services Forfeiture, Revenue Revenue ~ Total J $ 163,616 $ 2240853 $151,948 ; 298,531 = 899721879 207,385 247,140 165,635 2161508 9 403 980 1660716 397$10 153,435 365,067 10,41'x,349 j ; 245,808 561,214 1100189 469,270 11,8241764 4940212 616,826 192,196 642,452 13,900,577 1,168,673 715,044 330,026 272 088 16,442,181 f 110500010 659,194 2451555 836,803 19078,268 f i,ic8,764 780 748 347.415 918,656 200870,629 ' 1,3121662 1,144,911 600,178 1 006 108 23,600,665 102981206 1,232,766 8080280 21073,450 26, 486, 255 J J J e l y- .105. w i CITY OF DENTON. TEXAS PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS 1 Percent Delinquent Fiscal Total Current Tax of Levy Tax Year. Tax Levy Co1lections Collection Collections 1980 ; 3,780,389 S 3,541,461 93.67% ;113,939 1981 493599541 4,062,043 93.17 107,472 1982 4,9309971 4,746,613 96.26 131.078 1983 5,376,210 50122,101 95.27 148,741 1984 5,9950965 (1) 5,786,881 96,51 166t763 1985 6,808,814 (1) 616261734 97.31 161,360 1986 8,516,906 (1) 8,164,114 95.86 228,806 1987 10,8010306 (1) 109474,516 96.97 303,649 1988 12,192,485 (1) 11 74 1,034 96,30 3131376 W 1 1989 12,646,346 (1) 12,2819164 97,11 4411851` L~ I`I (1) Denton County Appraisal District .r i.~ N •106- ;.r 1 D ci ,,,t' r i Table 3 I . j Total Outstanding _i Co)),% zions nelinquent as a Percent Outstanding Taxes as a Total Tax of Current Delinquent Percent of I Collections Levy Taxes Current Levy S 3,6S5,400 96.69% S 504,633 13.35x 1 4,1690515 95.64 f 685,785 13.43 ij, 408830691 99.04 723,596 74.61 ; 56270,848 98.04 1,065,234 19.81 6,953,644 99.29 11269,189 21.17 6,793,094 99.77 1,359,577 19.97 I~ 8,392j920 98.54 100190080 11.97 101778,165 99.79 100421749 9.65 12,054,409 98.87 110640131 8.73 12,723,016 100.61 1,133,897 8.97 i LJ U k -10T ~'+abtr++ss; ~~~V F ~!@b.~ ~ ';"JaF , .7 ,•"YEju,YI~~44 •d a's ' d).w,d7Yi, 'k~<uk/ y'Yr~tti„'~# d # A :VY 3 Ai' r, rl W4WWdj I VA sew] I Maras exam 0 CITY OF DENTON, TEXAS ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXA3LE PROPERTY LAST TEN FISCAL YEARS ' Real Property Personal Property 3 Fiscal Assessed Estimated Assessed Estimated ~ Year Value Actual value Val` ue M Actual Value 1980 $ 229,0229620 s 381,704,366 $ 75,921,060 $126,535,100 T` ! ! 1981 2460205,248 410,3421080 919743,693 152,906.164 M ' 1982 450,732,259 4500732,259 212,704,824 212.7041824 i 1983 (1) 831,3979479 831,3979419 218,549,070 218,5496070 1984 (1) 9011334,506 901,334,506 226,252,045 226,252,045 1985 (1) 919,9430824 919,943,824 234,092,434 23400929434 h 1986 (1) 1,176,422,567 1,176,4229567 267,1205891 267,1206891 I ' 1987 (1) 1,521,6360234 1,521,6369234 298,827,706 298,827,706 1988 (1) 1,158,860,855 1,758,860,855 291,433,722 291,4350722 1989 (1) 1,833,449,786 1,833,449,786 304,9110159 304,911,169 i N Lj t (1) Denton Co:!nty Appraisal District i U -l D8. I~ I Table 4 i~ Total Ratio of f Total Assessed to Assessed I 'j Value _ActualYalue Total Estimated f - Actual 304,9431680 Z 508,239,466 60% fl I ~ , 337,948,941 563,248,235 60 f 66324372088 663,431,088 100 t" 1.049,9461549 1,049,9469549 100 k. 1027,586,551 1,121,586,551 100 1,164,036,258 1 184 036 > ~ X258 100 1,443,543,458 1,443,843,458 100 1,820,463,940 1,8209463,940 I DO 2,050,294,511 2050,294,677 100 2,138,360,945 2,138,360,945 100 _J -109- $?~y~y~ti~,'n,t,Frr~l ~f k~.S~'c`,#3,i>r?rt'Cr:,niFntE'r"~'a ` t jj1~ ikA ~ a• n; ,.5 Table 5 _ CITY OF DENTON. TEXAS PROPERTY TAX RATES AND TAX LEVIES ALL OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS TAX RATES (Per $100 of Assessed Valuations r Fiscal School Year District Coun State Total j 1980 1.2400 1,68 ,6700 .00 3.5900 1981 1.2900 1.25 .7100 .00 3.3104 1982 0.7740 1.22 .2370 .00 2.2310 1983 0.5100 0.73 .1665 .00 1.4065 1984 0.5600 0.81 .2120 .00 1,5820 r 1985 0.5900 0.88 .2116 .00 1.6816 I 1986 0.5900 0.85 .1760 .00 1,6150 1987 0.6900 0.79 .2308 .00 1.6108 1988 0.5928 0.77 .2254 .00 1.5882 r 1989 0.5928 0.83 .2259 .00 1.6487 + The tax rate decreased in fiscal year 1982 pursuant to an Increase in assessed r valuation from 60% to 100% of estimated actual value of all taxable property. I ri TAX LEVIES - Fiscal School year city District County State Total 1980 $3,780,389 $ 7s497,867 $ 30985,872 $ $15,264,128 1981 4,359,541 80323,653 5,463,606 - 18,146,800 _ 1982 4,930s971 8,736,514 64846,688 - 20,514x173 1983 5,3760210 8,8471258 9,012x748 - 23,236,216 E.., 1984 5,995,965 9,936,768 940800169 - 26,0120901 1985 6,808,814 11,8331437 10,209,064 - 2808511316 1986 8,616,906 14,290x080 11,164,543 - 33,9710529 1987 10,801,306 16,619x325 190414,002 - 46,834,635 r± 1988 12,192,485 18,284x797 21,497,470 - 51x974,752 1989 12,646x346 20,f 19,393 22,845,154 - 56,100,893 Ir1 .110- i Y Table 6 F~ CITY OF DENTON, TEXAS SPECIAL ASSESSMENT COLLECTIONS LAST TEN FISCAL YEARS Total Delinquent Outstanding Current Current Retio of Assessments Current and Fiscal Assessment Assessments Collections Collections Delinquent I Year _ Due Collected to Amount Due Adjustments Assessments If { 1980 ; ; _ - ;22,587 =157,247 1. 1981 _ 110858 1450389 a 1982 - - 7,490 1376899 ' 1983 - - - SOO 1370399 1984 549,992 3070005 55.8 5,137 315,249 1985 - ' 960020 2790229 1986 - - 279,229 ' 1987 - - 279,229 ih 1988 - - 90,711 1880518 1989 1884518 - - - 1880518 a ryry -11i- y,.. ria rj'ti..ilr rl S~y "x„11. i'tr ib M,•', f~7'r,1 .~+'r;~~: ef;i~Na4 111Wfn0, ;tf7 ! r 'k' t` ,ra a ~p iTNYFI k:. I CITY OF DENTON, TEXAS RA1 OF BONDED TO ASSESSEDIVALUENANDGNETRBONDEDD DEBTEPER CAPITA LAST TEN FISCAL YEARS 41 ~ Fiscal Assessed Value Year Population Gross (in thousands) Bonded Debt 1980 $48,063 (2) $ 2889903 1981 $15,215,101 , 6%912 (3) 304 94 4 15,364,488 1982 53,527 (3) 663t437 (1) 14,247)000 1983 53,892 (3) 1,0491947 1668179500 1984 540413 (3) 1,127.587 16,6521750 - "I 1985 60,486 (3) 1,1541036 24 280,000 1986 64,365 (3) 1,437,483 23,726,130 C 1987 65,775 (3) 1,920,464 ~ 27,966,730 1988 671000 (3) 2,050,295 30,2311730 , 1989 681550 (3) 21138,361 32,071,730 r ' N1 (1) Assessed value increased due to an increase In assessed valuation from 605 to 1DO% of estimated actual value of taxable property (2} U.S. Census (3) City of Denton Planning Departr,±nt (Revised 1988) 1E.~ -112- a}. ~ P s ~4iR'Il ^ . 45 W'~ Table 7 t Less Debt Ratio of Net Net Bonded Debt Service Net Bonded J Funds Bonded Debt To Assessed Debt Per Value Capita i S 186062 $15,197,039 5,60 $316 23,030 16,341,458 5.31 296 301831 1412169169 2,14 266 340049 16.783,451 -1,59 311 91,265 15.4610485 ..1 1.31 284 606,641 23,674,459 2.05 391 1,2470326 22,479,404 1.65 349 I 7 10695,340 260271,390 1.44 394 tJ 109120928 28,318.802 1.38 423 1,132,060 30,9391670 1.44 461 .1 "J J ry -113- .ti s' rA~1X7rpt11;14w R. fll1~ rn~ Table 8 r CITY OF DENTON* TEXAS _ 3 COMPUTATION OF LEGAL DEBT MARGIN SEPTEMBER 30, 1984 Net Assessed Value $2213813609945 Plus Exempt Property Total 2349727,080 Total Assessed Value =2,373,088,025 ■aasauu.eau Debt Limit - No debt limit is mandated by law but the City does recognize six percent as an economic limitation $ 142,385,282 na Amount of debt applicable to debt limit- - Total general obligation bonded debt ;28,956,730 Certificates of obligation 2,585,000 Contractual obligation 530,000 3200719730 Less- Amount in debt service fund available for payment of principal 11132,060 n' 1• Total Amount of Debt Applicable to Debt Limit 300939,670 C Legal Debt Margin $ 111,4451612 i i -114- y y ■ Yl 1. M., I I I Table 9 CITY OF DENTON, TEXAS COMPUTATION OF DIRECT AND OVERLAPPING DEBT t SEPTEMBER 30 1989 _I Percentage Amount ` Jurisdiction Net Debt Applicable to the Applicable to Outstandin4 City of Denton (1) City of Denton City of Denton $30,9399670 100.0% ;30,939,670 f -'!I Denton Independent School District 38,1S0,000 84.0 32,0460060 ` f Denton County 101915,000 21.2 - 2,326,100 F i Total $660312,370 , su■erer»■ (1) The Percentage Applicable to the City of Denton" is based on the relative assessed values within the City of Denton, n 1. rti f I I ~a ,a o; r "d ti.r .ys~`,, ,Wn. erl~" , ,I; ♦r` yv,,j,' j~ ~.,r~~'~;:'r~ ~i'~~'1i~{y~~~`+~~`?!a~' L ' l I i I Table 10 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 I Debt Service Fiscal Total Debt Total Expenditures Year Principal Interest Service Expenditures (percent) 1980 $ 8450613 ; 898,092 $1,7431105 $12,3540705 14.112 1 II 1981 16117,488 7596235 1,876,723 13,223,974 14.19 1982 1,1230150 7590236 1,882,986 1405941749 12.90 " 1983 110470750 698,811 1,746,561 140889,992 11.72 r ` 1984 1,264,750 1,128,108 20392,858 179439,520 13.72 j 1985 1,4170315 1,002,143 20419,528 209782,077 11.64 r + 1986 135,438 21,708 157,146 (2) 2006611081 0.76 1987 860,000 21803,923 3,6630923 2591786485 14.55 j 1988 2,140,773 2,0249010 49164,783 27s747,257 15.01 +w, f , 1989 3s314,167 2,194,464 5,5081631 32,6691813 16.86 (1) includes General, Special Revenue and Debt Service (2) Debt Service variance due to 1986 refunding of debt I b 'r I 1. Y 1 b III ~ ~A 1 ) ~a. of s Rt i A 1. 'ILI fki . , 4J zSY,''N;~".r«*.Y_t .+t~"~~I~R,1!4~i~rC:c, It - ~yni`~,A1 rni6Yr ~ ;0 ~ 1 rMF i l I i r CITY OF OENTON, TEXAS r- REVENUE BOND DEBT SERVICE COVERAGE LAST TEN FISCAL YEARS I , r ~ l ~ Direct, Net Revenue r Fiscal O grating Operating Available for V Year Revenue Expenses (1- Debt Service E Utility System 1980 =250716,209 =20,6341620 $ 4,918,411 1981 30,667,378 25,064,412 5,582,966 1982 3715680915 30,7299685 6,8396230 °f 1983 410376,356 33,236,669 80139,687 j I i 1984 551639,035 39,7656633 15,873,482 1985 671541,640 52,104,589 15,437,051 L j 15 ~t 1986 73,501,978 581911,014 1405960964 I ~M1 1987 73,1209971 599829,407 13,291,564 1988 7313831556 614203,158 12,180,398 1989 77,3650137 60,247,323 17,117,814 (1) Excluding Depreciation. I, { -118- 'f I v : M:ais'ri. d 1 K'.di,'y. 6+iWV~. Table 11 i Debt Service Requirements Principal Interest Total Coverage r' J 51,239,324 51,556,515 I f. $207950899 1,76 r ~ 1,314,503 1,5310755 2s$469268 1.96 .t 1,298,459 ' 1,542,153 2,8400612 2.41 1,540,000 10073,531 2,6136531 3.11 200600000 21336,712 4,396,712 3.61 10735,000 309006606 5,635,606 2,74 2,045,000 39880,181 569256181 2.46 J 2,020,000 3,462,539 6.482,539 2.42 2,115, 000 `U 3,338,428 5,453,428 2423 212508000 3,3880817 5,6389811 3.04 9 `J Yi 1 Y'/ f ul II~~ .119- Jli e 'g y i I l CITY OF DENTON, TEXAS PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS LAST TEN FISCAL YEARS _ Commercial Construction (1) r Fiscal Property Value Number year (in thousands) of Units Value 1980 $ 6080239 290 518,429,869 ~i 1981 563,248 202 27,5730759 j 1982 6630437 210 1108461452 1983 1,0490946 221 7407770113 a E 1984 111271587 291 81,2640078 1985 19154,036 545 88+768,781 1986 104434543 450 41,452,104 h 1987 1,8206464 227 46,619,495 1988 20050,294 113 21,9271481 1989 2,4021727 150 31,315,513 a. t 11) City of Oenton Community Services Department Estimate (2) City of Denton Chamber of Commerce Estimate q W ' •120- ' aw'=... f '•n. .i.,I.A ~rv'.. tai'f~R:M i1'3f/~.!L 5 N&.1i . Table 12 al i ~ ~ i Residential Construction (1) Number Bank (2) of Deposits Units Value (in thousands) 460 $17,024,635 $2280813 342 1209630987 254,567 683 2602141973 289,979 } 233 26,3861660 3686005 ? . 564 49,2738898 385,000 ;p 1 618 49,995,190 4750179 N I 613 54,472,128 $611819 ' 457 33,417,130 457,504 304 24,577,034 448,058 ,3+s. 258 21,241,087 642,485 xp, k.a a, -121- r. i K Y ' RiS~~#1lR~M~fD~Z3'~ Cw C. ~ f _71 ,Gnu. I f " F l Y Y I d I Y a 4~ ,I dr: i i "gol I Table 13 t, CITY OF DENTON, TEXAS J PRINCIPAL TAXPAYERS - SEPTEMBER 30, 1989 ~f i Percentage 1988 of Total (11 Assessed Assessed Name of Taxpayer Kind of Property Valuation Valuation Peterbilt/Paccar Diesel Trucks S 590606,833 2.79% i Tetra Pak Packing Manufacturing 45,2559815 2.12% General Telephone Telephone Utility 401925,260 1191% % Andrew Corp. Electronic Equipment 2204090405 1.05% Victor Equipment t Company. Melding Equipment 18,9551309 .8996 kr 35E/288 Joint - Venture, et al Developer 18,201,864 185% Notami/lifemark/ Hospital A Professional Building 17,438,479 182% AMI North Texas ~i Acme Brick Brick Manufacturing 16,207,103 .76% Golden Triangle Mall Shopping Mall 14,3991277 .67% { Denton Center Joint Venture Shopping Center 14,184,372 .66% Texas Instruments Electronic Manufacturing 10,314,283 .48% ` --w----aww-- TOTAL 3211,8981600 13.00% da ■aa~a~ru~~a -123- ' ~ lwp ~{Y~Y^I(~wiF~ti.O ,+MiWkrk,"MiG,w,`h i.Rpdri{ntt P.wX,fA. ~7`, ~ C1~"+,,,r'Y7 a r - s..u s o, ,£x#e.,.Md~"+eM. v,l. r,e q*,'a 8 , .c;e'i 56G y'. V w JJ~iC~ eY3'~ CITY OF DENTON, TEXAS i SCHEDULE OF INSURANCE IN FORCE SEPTEMBER 301 1989 - The City of Denton is largely self-insured. This includes but is not limited E to the first $50,000 of each property loss and $200,000 of each workers' compensation loss. However, liability policies are purchased for airport, paramedic/EMT, Police Reserve, recreation program, diesel fuel, and employee r dishonesty exposures. Losses that are not retained by the City are covered by various insurance companies including: j" k i EXPIRATION 1NSINtANCE COMPANY PREMIUM POLICY W,, DATE 4 w k 1. Arkwright Boston $ 70,670 390659 01-01-92 L~1 2. Arkwright Boston 1190160 290363 10-01-90 3, U,S.A.I.G. 5,050 A20165 10-01-89 (Frank B. Ha11 and Co.) 4. Texas Political Subdivision % of Paid HO 165 10-01-89 (Employer's Casualty Co.) Loss/Contri- button 5. Lawyer's Surety Co. 4$33 PE8670296 10-01-89 6. Hartford Accident 3 Indemnity 468 46SR233847 01-16-90 7, Industrial Life Ins, Co. 30410 R'tPN-793-911-2011 10-01-90 8. Western World Ins. Co. 6,773 GLA300063 01-31-90 t -124- P„ ~ 7 Table 14 i , 1 f COVERAGE OINIT It Boiler and Machinery ; 10,000,000 26 All Risk Coverage 118,400,000 3. Airport and Hanger Keepers Liability 5,000,000 4, Workmen's Compensation a 10,000,000 5, Public Employee Blanket Bond 100,000 6. Denton Police Reserve-Accident, Risk ' 6,000 7, Recreation After School Program 100000 F 8, Ambulance-Professional Liability 5009000 ..r J ~ ' .125- jti I , s CITY OF DENTOM, TEXAS t DEMOGRAPHIC STATISTICS J LAST TEN FISCAL YEARS { r~ Fiscal Per Capita Median Year Population (1) Income (1) Age 1) I~ 1980 48,063 (4) 7,300 (4) 24,9 1981 511912 1,390 25.1 I~ 1982 53,527 71500 26,3 n ~I I , 1983 530842 70800 25.5. . 1984 541413 8,040 25.8 r 1985 602486 89615 29.2 1986 640365 9,746 27.4 f 1981 65,775 99750 27,5 L I `i 1988 61,000 90750 21.5; 1989 68,550 * 9,750 28.2* L. (1) Planning and Community Devetopaent Department's Estimate (2) Denton Independent School District Estimate r' iJ (3) Texas Employment Commission Estimate (4) Other Sources Include Census and Commerce Department * Estimate as of August 1989 s -126- Ell a , IT" Table 15 I'^'1 Educaticn level In School Public School ! ( Years (1 Enrollment (2) 1 f, 15.3 8,241 3.4 t i5.5 80200 4.3 8,365 5.8 15.8 8481 6.8 I , 15.8 8,914 3.6 < i5.8 9,518 7.5 9919 8.2 1 15.8 9,899 8.4 15.8 10,180 6.2 15.8 10,275* 4 ro, y 1 -127- .r ' 9i r ~ `W A c r; Table 16 CITY OF DENTON, TEXAS - MISCELLANEOUS STATISTICAL DATA SEPTEMBER 30, 1989 Form of Council-Manager Area - Government 61.0 square miles Area , Date of Incorporation September 269 1866 Miles of Streets 4,421 Number of Street Lights Fire Protection, Number of stations 4 Number of firemen and officers (exclusive of volunteer firemen) 92 Police Protection: ~ Number of stations 1 Number of policemen and officers 105 f # Municipal Electric Departments Number of customers 27,141 663,000 KWH j Annual Electric production 856,663,000 r Average Monthly Consumption 151 KWH r Mites of electric line f y` Municipal Water Departments Number of customers 17,928 3 750 Annual Water production ,000,000 gallons Average Monthly Consumption MsO1oe000 gallons 194 i Miles of water main Municipal Wastewater Department: Number of customers 16 247 Miles of sanitary sewer 321 miles Annual Wastewater Discharge 3,640,000,000 gallons/year Building Permits Issued 527 Recreation and Culture: 16 with 542 acres Number Number of lib of pparksraries 1 Items in circulation 118,317 Employees (All Funds), 204.9 L Exempt 671.2 Nonexempt Total 817,1 i asses -12A- wr T V J 1 III ~ f I Fl LE .a