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HomeMy WebLinkAbout1970-71 1 I 1 n i • a 1 , CitY Of Denton a municiim., Building, Aynlon,Texas 76201 December 23, 1971 ' Mr, Jim White City Manager City of Denton Denton, Texas t Dear Mr. White: ' The annual Financial Report of tha City of Denton, Texas for the fiscal year ended September 30, 1971 is submitted herewith. ' Accounting System and Reports The city's accounting records for general governmental operations are maintained ' on a modified cash basis, with the most important revenues being recorded when earned and expenditures being recorded when incurred. An exception to this is the accounting for taxes as this is on the accrual basis. Accounting records for the city's utilities and other enterprises are maintained on a full accrual basis. Budgetary control is maintained by a quarterly allotment system and the encumbrance of allotment balances with purchase orders prior to their release to vendors. Pur- chase orders which exceed allotment balances are not released until additional appropriations are made available. ' The Municipal Finance Officers Association of the United States and Canada awarded the City of Denton, Texas its Certificate of Conformance for the city's 1964.65 Annual Financial Report, This certificate is awarded only to those governmental units whose Financial reports substantially conform with the high standards of ' financial reporting promulgated by the National Committee on Governmental Accounting, The 1970-71 Annual Financial Report submitted herewith continues to meet these standards, 1 General Governmental Fu.ictions ' Revenues for general governmental functions totaled $2,060,974 in 1970.71, an increase of 17.7 percent over 1969-70. General property taxes produced 24.2 percent of general revenues compared to 27,8 percent last year. The amount of ' revenue from various sources and the increase over last year are shown in the following tabulation: 1 Mr. Jim White 1 Increase Amount Percent Over 1969-70 Revenue Source (Thousands) of Total (Thousands) Property Taxes and Penalties $ 499 15.2 $ 13 Franchise and Other Taxes 726 22.1 91 Licenses and Permits 3.1 1.2 11 ' Fines, Forfeits, and Penalties 182 5.5 24 Charges for Current Services 364 11.1 51 Utility Fund Contributions 862 26.2 50 ' Other Revenues 616 18.7 172 $3,287 100.0 $412 Assessed Valuations of 77 million represented an increase of 8.5 percent over the preceding year. The ratio of total collections (current and delinquent) to the current tax levy for 1970-71 was 99.42 percent. The constitutional and statutory tax rate limit, including debt service, is $2.50 on each $100.00 of assessed valuation. The tax rate distribution for 1970-71 and the preceding two fiscal years is as follows: ' eurnose 1970-71 1969-70 1968-69 General Fund .6333 .6501 .8145 ' Interest and Redemption Fund .8667 .8499 .6855 Total Tax Rate 1.5000 1.5000 1.5000 Expenditures for general governmental purposes totali,d $3,383,632 an increase of 11.87 percent over 1969-70. Increases in levels of expenditures for mayor func- tions of the city over the preceding year are shown in tha following tabulation: ' Increase Amount Percent Over 1969-7C ' Function (Thousands) of Total AThousands) General Government $ 195 5.8 $ 4 ' Legal 96 2.8 10 Community Development 210 6.2 29 Civil Defense 24 .7 (1) Right of Way 11 .3 0 Finance 345 10.2 37 Health 6 Sanitation 442 13.1 92 1 Mr. Jim White Increase Amount Perctnt over 1969-70 Function - Cont'd SThousands) of Total (Thousands) Police 652 19,3 102 Fire 458 13,5 51 Street Development 400 11,8 (22) Parke & Recreation 257 7.6 (22) Cemetary 24 '7 2 ' Library 68 2.0 3 Airport 15 .4 (23) City-County Health Unit 26 .8 0 ' Non-Departmental 27 .8 (35) Other 100 3.0 100 Traffic Control 33 1.0 33 $ 3,384 100,0 $ 360 1 Debt Administration 1 The ratio of net bonded debt to assessed valuation and the amount of bonded debt per capita are useful indicators of the city's debt position to municipal manage- ment, citizens, and investors. These data for the City of Denton at the end of the 1970-71 fiscal year were as follows: 1970-71 Actual Valuation $192,3660600 1 1970-71 Assessed Valuation (40% of Actual) 760946,650 Total General Obligation Debt 6,:41,000 Leas: Amount Available In Debt Service. (3+) 399) Net Debt $61'106,601 Ratio Net Debt to Assessed Valuation 8.72 1971 Estimated Population 39,500 Per Capita Assessed Valuation 519948 Per Capita Net Debt $170 During the past year $351,000 of tax bonds were retired. Outstanding Electric Revenue Bonds at September 30, 1971 totaled $15,785,000. During the past year $613,000 of Electric Revenue Bonds were retired. Outstanding Water & Sewer Revenue Bonds at September 3U, 1971 totaled $4,080,000. Dur'ag the past year $185,000 of Water and Sewer Revenue bonds were retired. 1 1 1 Mr. Jim White 1 r The city's bonds are rated as follows; Moody's Standard & Poor's ' General Obligation Bonds A-1 Electric Revenue Bonds AA Water 6 Sewer Revenue Bonds A AA ' A A As of September 30, 19710 $13171,704 was on hard in the electric reserve fund and the sum of $3709586 was on hand in 0e water and sewer reserve fund. These nnounts ' are adequate to meet the requirements as specifie.; in the bond ordinanaces. Cash temporarily Idle during the year was invested in time deposits, savings accounts, U. S. Treasury Notes and Bonds. r Capital Pro ecta Funds ' During the fiscal year ending September 30, 1971, thu proceeds from general obli- gation bond issues accounted for expenditures of $1,444,243 in street capital ' projects. Water and sewer revenue bond issues accounted for expenditures of $24,724 in water 6 sewer capital projects and electrical revenue bond issues accounted for expenditures of $1,204,451 in electrical capital projects. Extension And Improve- ment funds in the amount of $738,878 were expended for electrical capital projects. r Authorised but unissued bonds at September 30, 1971 totaled $10,500000 as follows: Revenue (electric) $10,500,000. r Capital project fund balances on hand at September 30, 1971 consisted of $2,886,124 in cash. 1 General Fixed Assets r The general fixed assets are those fixed assets used in the performance of general governmental functions and exclude the fixed assets of utility and other enterprise funds. As of September 30, 1971, the 3eneral fixed assets of the city amounted to r $11,324,680. This amount represents the original cost of the issets and is con- siderably less than taeir present value. Depreciation of general fired assets is not recognized in the city's accounting system. ' Utilities System r The city's electric and water and sewer system had a successful year and continued to show gains in gross sales, number of customers and net income. CL.Dearative data for the past two fiscal years are presented in the following tabulation: r Mr. Jim White ' Electric System 1971 1970 ' Cross Income 95,0349960 $4,5919880 Net Income 103820011 11304,057 income Available for Debt Service 2,7820477 20489,450 ' Largest Annual Debt Service Requirements 1,305,772 1,353,906 Debt Service Coverage 2,13 1.84 Water & Sewer System ' 1971 1910 Cross Income 1,346,437 $1,307,051 Net Income 128,437 1840112 ' Income Available for Debt Service 618,094 682,568 Largest Annual Debt Service Requirements 3600475 360,475 Debt Service Coverage 1,72 1,89 ' The City Charter requires an annual, audit to be made of the books of account, financial records, and transactions of all administrative departments of the city ' by a Certified Public Accountant selected by the City Council, This requirement has bRen complied with and the auditor's opinion has been included in this report, The preparation of this report on a timely beets could not be accomplished without the efficient and dedicated services of the entire staff of the Finance Department, I should like to express my appreciation to all members of the department who assisted and contributed to its preparation. I should also like to thank your Office and the members of the City Council for their interest and support in plan- ing and conducting the financial operations of the city in a responsible and progressive manner. ' Respectfully submitted, W. H. BRUNT Director of Finance 1 1 1 ' AUDITED FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION CITY OF DENTON, TEXAS September 90, 1971 r t ' CONTENTS EXHIBIT AUDITED FINANCIAL. STATEMENTS Accountants' Report • Page 4 A Condensed Balance Sheets - All Funds 6 General Fund: ' B Balance Sheet ..•.•r.••.......r•,B B-1 Analysts of Changes in Fund Balance 9 B-2 Summary of Revenues and Expenditures and Encumbrances 10 Electric System Fund: C Balance Sheet .....•.,...•........•r..rrr...•.r..•.,. 11 C-1 Analysis of Changes in Reserves, Unrealized Increment, Contributions and Retained-Earnings Balances ••.•.••....r..•.•.••.. 13 C- Statement of operations 15 Water and Sewer System Fund., D Balance Sheet 16 ' D-1 Analysis of Changes in Contributions and Retained-Earnings Balances 18 D-2 Statement of Operations 19 1 General Debt Service Fund: E Balance Sheet •...•.,•,,,,,,,,,,,,,,,,,,,r..a..•...r. 20 E-1 Statement of Revenue, Expenditures and ' Fund Balance .r•.••r•..•.•.......r•.....•r.•....... ~1 Intragovernmental Service Funds: ' F Balance Sheet •.,,.••,,,,,,,,,,,,,,,,,,,,,,r.r••r.r.. 22 F-1 Analysis of Changes in Fund Balances ,,,,23 F-2 Statement of Operations 24 Capital Projects: G Balance Sheet • . . • • . . . . r . . . . . . . 25 G-1 Analysis of Changes in Reserves for Expenditures 26 Nooo Special Revenue, Trust and Agency Funds: H Ba 1 an c e She e t • . • • • • • . • • • • . • . • . . r • . 2 1 ' I Statement of General Fixed Assets 28 J Statement of General Debt 29 X Notes to Financial Statements 30 r r CONTENTS - CONT'D ' SC1S£DUI,E OTHER FINANCIAL INFORMATION r Accountants' Report on Other Financial Information Page 32 33 I Bonds Payable - Ail Funds ' future Debt Requirements • All Funds 35 Ii ' General Fund: 37 IIi Estimated and Actual Revenue " 34 IV Appropriations and Expenditures and Encumbrances r Electric System Fund: 44 V Estimated and Actual Revenue 45 VI Appropriations and Expenditures and Encumbrances ' Water and sewer system Fund: 46 VII Estimated and Actual Revenue 47 r VIII Appropriations and Expenditures and Encumbrances IX Revenue Bond Debt Coverage 44 r X Investments - All Funds ...r..........••........••....• 50 TABLE STATISTICAL TABLES ' I Insurance In Force ♦•..•r..•••••••.rr.........•••••••'• 52 r 11 Assessed Valuations and Tax Assessed Ten Years Ended September 30, 1971 54 III Tax Assessment and Collections 35 ' IV Miscellaneous Statistical Data .r.....•r.•.r..r.....r.. 56 r r r s r r ERNST & ERNST 600 fOAT WORTH NATIONAL BANA BLDG FORT WORTH, TEXAS 76102 ' December 23, 1971 ' Honorable Mayor, City Council and City Manager City of Denton, Texas ' We have examined the financial statements of the several funds of the City of Denton, Texas, as presented on pages 6 through 31, for the year ended September 30, 1971. Our examination was made in accordance with generally accepted auditing standards acd accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. During 19670 the carrying value of the utility plant of the Electric System Fund was increased by $4,851,498 to reflect the then current replacement ' va2ae, based on an appraisal, of the plant. Such increase is being amor- tized by direct charges to the Unrealized Increment in Valuation of Utility Plant in Service account, and, at September 30, 1971, $30718,863 of the unrealized increment remains to be amortized over future years. The recording of appraisal values in excees of cost is not in conformity with generally accepted accounting principles. Prior to October 1970, the City had never recorded water and sewer systems contributed to it by developers; houever, generally accepted accounting principles require such contributed assets to be recorded at market value at date of contribution. Assets contributed subsequent to September 1970, have been recorded and are being depreciated. The amount of such contri- buted but unrecorded assets at September 30, 1971, and the effect of the related unrecorded depreciation on the Statement of Operations of the ' Water and Sewer System Fund for the year then ended is not readily deter- minable. ' -4- ' In our opinion, except for the matters described in the second and third paragraphs above, the financial statements appearing on pages 6 through 31 present fairly the financial positions, revenues and expenditures, and changes in fund balances of the respective funds of the City of Denton, Texas, for the year ended September 30, 1911, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year except for the change, which we approve, in the method of accounting for developers' contributions, as described in the preceding paragraph. 1 1 1 ' -S- CONDENSED BALANCE SHEETS - ALL FUNDS CITY OF DENTON, TEXAS ' September 30, 1971 Water General Electric and Sewer ASSETS Fund System Fund System Fund ' Cash $ 26,434 Investments - at coat plus accrued interest $ 223'940 $ Receivables less allowances of $245,710 . 20,000 21,748 21,085 I Note B 83,672 1,0652986 11;628 Due from other funds 116,738 113,259 22,608 Prepaid insurance 15,611 35,363 Inventories - at lower of cost or market 50201 Invnstment in right to pl--chase tax warrants - Note A Restricted assets: Cash Investments - at coat plus accrued interest 4,870,41? 722,229 oue from other funds A4►894 20,000 ' Due from sale of bonds 2b,G86 B,t43 Other Property, plant, and equipLent - net - 1,000 40,700 Note ,C 210186,641 7,2951178 Investment in Intragovernmental Service Funds - Note G 276,934 2?90755 Amount to be provided for retirement of general bonds Amount available for debt service $2620455 $27 g8 $8p376,527 t LIABILITIES, CONTRIBUTIONS, RESERVES, AND FUND BALANCES Cash deficit $ $ Accounts payable 12 337 $ 289,362 Accrued payroll and payroll taxes , 217,742 7,913 Accrued interest on revenue bonds 112,629 44,430 20,623 Construction contracts and retained 264,527 74,474 percentage payable 66 538 Deposits payable 117,648 449696 Banded debt and other long-term liabilities Me &o other funds 1:17851000 490809000 Reserves - Note G 135,279 78,008 129 129,OZ) Unrealised increment in valuation of utility 10,919 1,171,704 3102586 plant in service - Note C 1 Investment by General and other funds 3,118,8b3 Investment in general fixed assets 1 Contributions: By municipality and governmental agencies In aid of construction 29464,212 Retained-earnings 12.988 400,614 Fund balances 6,436,240 535,015 Commitments and contingencies - Note F (89769) $262,455 $27,913,688 $8,376,527 ' (From (Frro..r. (Frog.. See notes to financial statements, EXHIBIT B) EXHIBIT C) EXHIBIT D) -b 1 EXHIBIT A Intra- Special Revenue General Debt governmental Capital Trust and Ceneral General ' Service Fund Service Funds Projects Agency Funds Fixed Assets Debt $339883 $ 286,288 $ 19,007 $ 120841 $ $ ' 219085 2,538 290312 174,706 ' 11,820 9,853 1290281 1,525 356,077 ' 155,000 303,987 ' 72;0395 11,324,680 ' 1,120 6,70b,601 34,392 $45,703 $1,556,333 $352,306 $319,366 $119324,680 $69741,000 $ $ 269524 $ 51850 $ 501 ' 5,626 5,000 9,124 2599984 6,741,000 11,304 8,734 76,082 3099741 ' 4,315 5.390 701,204 ' 11,324,680 221,911 ' 568,019 34,399 x459703 $1$56,333 $352,306 $319,366 $110324,580 $6,741,000 (From (Fr (From From (Fr (From ' EXHIBIT E) EXHIBIT F) EXHIBIT G) EXHIBIT H) EXHIBIT I) EXHIBIT J) -7- EXHIBIT B GENERAL FUND BALANCE SHEET ' CITY OF DENTON, TEXAS September 30 September 30 1971 1970 ASSETS Cash $ 26,434 $144,972 Time certificates of deposit 200000 200000 ' Accounts receivable (less allowance 3,726 9,443 of $1,663 - 1971; $17,000 - 1970) Taxes receivable - delinquent (less 79,946 77,820 allowance of $110,261 - 1971; $103,064 - 1970) 116,738 8,072 Due from other foods 15,611 9,891 Prepaid insurance $2629455 $270,198 LIABILITIES, RESERVES, AND FUND BALANCE Accounts payable $ 12,337 $ 21,202 Accrued payroll and payroll taxes 1129629 1090244 Due to other funds 135,279 339714 TOTAL LIABILITIES 2600245 164,160 Reserve for encumbrances 10,979 18,331 Fund balance (deficit) EXHIBIT B-1 (8,769) 87,707 CONTINGENCIES - Note F $262,455 $270,198 Fo EXHIBIT A 1 See notes to financial statements. 1 t EXHIBIT B-1 1 GENERAL FUND r ANALYSIS OF CHANGES 118 FUND BALANCE CITY OF DENTON, TEXAS For Year ended Sept:eraber 30, 1971 1 r Balance at October 1, 1970 $ 870707 Add revenues - EXHIBIT B-2 3,2879156 r 3,374,863 Deduct expenditures and encumbrances - EXHIBIT B-2 3,383,632 BALANCE AT SEPTEMBER 300 1971 $ (8,769) ' To EXHIBIT B r r r See notes to financial statements. r r r EXHIBIT B-2 GENERAL, FUND ' SUMMARY OF REVENUES AND EXPENDITURES AND ENCUMBRANCES CITY OF DENTON, TEXAS ' Budget Year Ended September 30 (revised) 1971 1970 t REVENUES General property taxes: Current taxes $ 438,000 $ 465,006 $ 4530179 1 Delinquent taxes 17,000 20,299 192388 Penalties and interest 13,000 13,300 130595 468,000 4980605 4860162 Other revenues: ' Other taxes 6809726 725,946 635,155 Fees from revenue - producing facilities 332,700 3419794 320,145 Fines and fees 159,650 1819856 158,309 Licenses and permits 34,070 38,326 279162 Miscellaneous revenues - Note A 270,200 274,447 123,661 ' Transfers from other funds 1,233,195 1,226,182 1y124,876 2,7101541 2,7880551 2,389,308 3,178,541 312879156 208750470 EXPENDITURES AND ENCUMBRANCES Salaries and wages 212469629 29240,085 1,973,011 Supplies 1519662 1480716 130,586 ' Maintenance 249,882 260,426 2670207 Services 4349966 438,816 431,629 Sundry 5,765 71781 139891 Capital outlay 1369394 1489261 1469584 Nondepartmental expenditures 969271 261779 61,557 Transfer to another fund for special project 94,000 93,731 ' Insurance 15,343 19,037 - 30430,912 3,383,632 300240465 REVENUES OVER (UNDER) EXPENDITURES AND ENCUMBRANCES $ (252,371) $ (960476) $ (146,995) To EXHIBIT B-1 1 See notes to financial statements. 1 ' -10- Fi,ECTX"C SYSTEM FUND BALANCE SHEET CITY OF DENTON, TEXAS ' September 30 September 30 ' 1971 1970 ASSETS CURRENT ASSETS ' $ 227,940 $ 21,617 Cash Time certificates of deposit 200000 2202000 Accounts receivable (leas allowance of ' $33,786 - 1971; $369434 - 1970) - Note B 1,0669986 1,162,826 Interest receivable on investments 19748 35 Prepaid insurance 35,383 28,373 ' Ule from other funds and restricted asset 1192254 679439 accounts TOTAL CURRENT ASSETS !,4670316 10500,290 , RESTRICTED ASSETS Revenue bond debt service: Cash 941$42 725,853 , Certificates and time deposits 25,000 200000 Miscellaneous receivable 19000 1,000 Due from Electric System Fund 13,352 392 Revenue bond reserve: ' Cash 1,0930676 151010 Certificates and time deposits 200000 967,951 Investments in U. S. Government obligations 44,894 124,894 ' (quoted market, $43,740) Interest receivable on investments - 2,640 Due from Electric System Fund 13,134 15,609 Revenue bond construction; Cash 2,8350399 166,305 Open time deposit 175,000 Due from sale of bonds 3,5180092 System extension and improvement - Cash - 142,916 TOTAL RESTRICTED ASSETS 4,982,791 51875,662 UTILI'T'Y PLANT - Note G 1 Land and land rights 247,653 2470653 Electric plant production and distribution ' facilities (less accumulated depreciation of $10,258,688 - 1971; $9,1980401 - 1970) 19,9940209 20,005,726 Construction in process 9440 779 97,090 21,1860641 20,3500469 t INVESTMENT IN INTRAGOVERNMENTAL SERVICE FUND 276,934 216,934 EXHIBIT F $27,917,688 $28,003,355 To EXHIBIT A -ll- ' 1 EXHIBIT C September 30 September 30 LIABILITIES, RESERVES, AND RETAINED EARNINGS 1971 1970 CURRENT LIABILITIES Payable from current assets: Vouchers payable $ 2170742 $ 176,634 ' Accrued payroll and payroll taxes 44,430 36,683 Due to other funds and restricted asset accounts 60,380 35,933 ' Cv-~omers' deposit 117,648 227,651 Revenue bonds payable due within one year 259503 51,083 Revenue bond interest payable - 17,628 U Payable from restricted assets: 465,703 545,612 Contracts payable 66,538 Revenue bonds payable due within one year 709,497 561-917 Revenue bond interest payable 2649527 185,329 Due to other funds 19670 Due to Electric System Fund and other ' restricted asset accounts 15,958 40,033 1,0581190 787,279 OTHER LIABILITIES TOTAL CURRENT LIABILITIES 1,523,893 19332,891 Revenue bonds payable - exclusive of ' maturities due within one ycjr 15,0500000 15,7859000 RESERVES - EXHIBIT C-1 Reserve for revenue bond retirement - Note G 1,171,704 1,1260104 ' Reserve for system extension and improvement - 142,916 1,171,704 102690020 ' UNREALIZED INCREMENT IN VALUATION OF UTILITY PLANT IN SERVICE - EXHIBIT C-1 3,718,863 40002,022 CONTRIBUTIONS AND RETAINED EARNINGS - EXHIBIT C-1 Contribution in aid of construction 12,988 4,381 Retained-earnings 6,4369240 50610,041 ' COMMITMENTS AND CONTINGENCIES Note F 6,449,228 5,614,422 $27,913,688 $289003,355 ' To EXHIBIT A See notes to financial statements, t -12- ELECTRIC SYSTEM FUND ' ANALYSIS OF CHANGES IN RESERVES, UNREALIZED INCREMENT, CONTRIBUTIONS AND RETAINED-EARNINGS BAIANC£S t CITY OF DENTON, TEXAS Year ended September 30, 1971 t Reserves ' Revenue Extension Bond and ' Retirement Improvement Balance at beginning of year $ 101260104 $ 1420916 , Add: Transfer from operating fund - Note G 450600 595,961 ' Contribution by developers Net income - EXHIBIT C-2 Decrease in reserve for extension and improvement ' 459600 5959961 1,171,704 738,877 Deduct: i Reduction in reserve for extension and improvement 738,877 Amortization of unrealized increment Transfer to general fund Transfer to reserve for extension and ' improvement Transfer to revenue bond retirement - Note G 738,877 ' EALANCE AT END OF YEAR $ 1,171,704 $ - 1 1 -13- ' ' EXHIBIT C-1 Unrealized Contribution ' Increment in in Aid of Retained Valuation Construction Earnings ' $ 41002,022 $ 49381 $5,610,041 8,607 1,382,011 ' 738,877 89607 291209888 ' 4,002,022 12,988 79730,929 283,159 653,128 ' 595,961 45,600 ' 283,159 1,294,689 $ 327180863 $ 12,988 $6,436,2bO 1 EXHIBIT C 1 See notes to financial statements. ' -14- EXHIBIT C-2 e ELECTRIC SYSTEM FUND ' STATEMENT OF OPERATIONS cm OF DENTON, TEXAS Year Ended September 30 1971 1970 ' INCOME Electricity sales: Customers $405523384 $402940387 ' Intergovernmental 2139729 1989844 Other 27,717 17,052 4,793,830 41510,283 EXPENSES t Salaries and wages 6759616 549,065 Fuel for electricity production 9500793 887,318 Supplies 46,775 38,324 ' Maintenance 1210686 82,122 Insurance 499825 42,387 Administrative services 268,869 2349807 Provision for un.ollectible accounts = 26,578 Services 101,735 76,221 Economic development 319802 Bond issuance expense 19,226 6,289 ' Sundry 17,958 19,384 Equity in loss of Working Capital Fund 108,133 2,252,483 21102,430 ' OPERATING INCOME BEFORE DEPRECIATION 2,541,347 20407,853 Provision for depreciation 777 128 739,041 e OPERATING INCOME 117640219 196683812 Other income - interest 241,130 81,597 2,0050349 197500409 Bond interest and fees 623,338 4469352 ' NET INCOME. $1,3829011 $1,304,057 To EXHIBIT C-1 See notes to financial statements. 1 M -15- WATER AND SEWER SYSTF24 FUND ' BALANCE SHEET CITY OF DENTON, TEXAS ' September 30 September 30 ' 1971 1970 ASSETS CURRENT ASSETS Time certificates of deposit $ 20,000 $ 20,000 Interest receivable on investments 10085 - 1 Accounts receivable 110628 - Due from other funds 220608 - Prepaid insurance 50201 - , TOTAL CURRENT ASSETS 600522 20,000 RESTRICTED ASSETS Revenue bond debt service: Cash 97,012 529789 Open time deposits - 37,000 Interest receivable on investments - 123 1 Due from operating fund 19137 - Revenue bond reserve: Cash 346,519 5,431 Certificates and time deposits 200000 3609205 Interest receivable - 444 Due from other funds 40068 41507 Revenue bond construction: ' Cash 278,698 1920005 Grant receivable from Federal Government 40,700 261,100 Due from other funds 2,338 - ' TOTAL RESTRICTED ASSETS 791,072 913,604 UTILITY PLANT - Note C Land and land rights 100,800 1009800 Water utility plant (less accumulated de- preciation of $2,951,013 - 1971; $2,766,159 - 1970) 4,6021965 4,3179493 Sewer utility plant (less accumulated de- preciation of $2,537,402 - 1971; $2,4110291 - 1970) 2,431,472 10029,075 ' Water rights (lass accumulated depreciation of $90,023 - 1971; $85,022 - 1970) 160,041 1650042 Construction in process - 103550618 ' 7,295,178 6,9680028 INVESTMENT IN INTRAGOVERNMENTAL SERVICE , FUNDS - EXHIBIT 1 229,755 147,858 $8,3760527 $8,049,490 To EXHIBIT A -16- EXHIBIT D September 30 September 30 1971 1970 ' LIABILITIES, RESERVES, CONTRIBUTIONS AND RETAINED-EARNINGS CURKENT LIABILITIES ' Payable from current assets: Cash deficit $ 289,362 $ 429453 Vouchers payable 7,918 10,418 Accrued payroll and payroll taxes 20 623 Due to other funds , 17,172 Due to revenue bond reserve 106,419 30,876 Revenue bonds payable due within one year 130 725 4,507 ' , 138,750 Payable from restricted assets: 555,047 244,766 Vouchers payable ' Construction contracts and retained - 7,038 percentage payable 109,068 Revenue bonds payable due within one year 64,275 46,250 t Accrued interest on revenue bonds 349474 36j302 Due to operating fund ,302 22,608 121,357 198,658 TOTAL CURRENT LIABILITIES 676,404 _ 443,424 OTHER LIABILITIES Revenue bonds payable - exclusive of maturities due within one year 398650000 40080,000 Contract payable 44,696 58,874 3,929,796 4,138,874 RESERVE FOR REVENUE BOND RETIREMENT - EXHIBIT D-I 37U 586 370,586 ' CONTRIBUTIONS AND RETAINED-EARNINGS - EXHIBIT D-I Contributions from municipal or other governmental units 214640212 20464,212 ' Coc,.ributions in aid of construction 400 614 Retained-earnings 17,858 5359015 714,536 ' 303990841 3,0969606 CONTINGENCIES - Note F ' $8,376,527 $8,049,490 See notes to financial statements, To EXHIBIT A ' -17- ' WATER AND SEWER SYSTEM FUND EXHIBIT D-1 ANALYSIS OF CHANGES IN CONTRIBUTIONS AND RETAINED-EARNINGS BALANCES ' CITY OF DENTON, TEXAS Year ended September 30, 1971 ' Contributions in Aid of Retained- Construction Earntngs ' Balance at beginning of year $ 170858 $6140536 Add: Contributions of water taps by customers 57,098 Contributions from developers 3162873 Sewer extensions 8,785 ' Net income - EXHIBIT D-2 _12$.510 3b2,756 1289510 ' 40n,614 743,046 Deduct transfer to General Fund 208,031 BALANCE AT END OF YEAR $400,614 $5352015 ' To EXHIBIT D 1 1 See notes to financial statements, 1 18- EXHIBIT D-2 WATER AND SEWER SYSTEM FUND STATEMENT OF OPERATIONS CITY OF DENTON, TEXAS ' Year Endcd September 30 INCOME 1971 1970 ' Water sales: Customers $ 950,858 $ 9029498 ' Intergovernmental 25,820 36,884 Sewer service charges 3280642 3159638 Tapping fees - 24,405 Other 6,941 196 1,3129261 11279,621 EXPENSES Salaries and wages 329,025 266,393 Supplies 74,101 62,875 Maintenance 47,676 30,785 ' Production power 80,527 62,146 Administrative services 89,623 789269 Services 87,100 66,094 Provision for uncollected accounts, 7,479 ' Insurance 5,814 4,500 Economic development - 15,901 Sundry 14,477 9241 ' Equity in loss of Working - ' Capital Fund 209799 _ 7280343 624,482 ' OPERATING INCOME BEFORE DEPRECIATION 5639918 655,139 Provision for depreciation 315,966 _ 317,125 OPERATING INCOME 267,952 33$,014 Other income -interest 34.176 27,430 Bond interest and fees 3029128 365,444 1733618 181,L NEI INCOME $ 128,510 $ 184,112 ' To EXHIBIT D-1 ' See notes to financial statements. ' -19- EXHIBIT E GENERAL DZ BT SERVICE FUND ' BALANCE SHEET CITY OF DENTON, TEXAS September 30 September 30 t 1971 1970 ASSETS Cash $ 339883 $ 13,915 ' Due from other funds 11,820 11,471 $ 45,703 $ 259386 LIABILITIES AND FUND BALANCE ' Due to other funds $ 11,304 $ - Fund Balance - EXHIBIT E-1 34,399 259386 $ 45,103 $ 25,385 ' To EXHIBIT A 1 See notes to financial statements. t -20- EXHIBIT E-1 GENERAL DEBT SERVICE FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE CITY OF DENTON, TEX1+S Year Ended September 30 1971 1970 REVENUE t Budgeted portion of taxes collected $644,140 $588,840 Interest earned on investments 5,598 2,526 6490738 5919366 EXPENDITURES 351,000 346,000 Bonds retired t interest on bonds 289,685 85 2459132 379 Paying agent fees 40 640,725 591,511 REVENUE OVER (UNDER) EXPENDITURES 91013 (145) Fund balance at beginning of year 25,386 25,531 FUND BALANCE AT END OF YEAR $ 34,399 $ 25,386 To EXHIBIT E 1 1 ' See notes to financial statements. .21- INTRACOVERNMENTAL SERVICE FUNDS EXHIBIT F ' BALANCE SHEET CITY OF DENTON, TEXAS ' Working Motor ASSETS Total Capital Pool Cash $ 286,288 ' Investments - at cost $ I4r641 $ 271,b47 Interest receivable 20,000 20,000 Inventories - at lower of coat or market 1,085 - 1,085 Other assets 356,077 356,577 - ' 1 Due from other funds ,525 1,525 - Investment in right to purchase tax 9,853 3,855 5,998 warrants - Note A 1550000 1 Fixed assets at cost: 155,000 Equipment. Accumulated depreciation 1,396,115 8,344 1,387,771 670,730 i 11231 b69,499 t Investment in Motor Pool Fund - at coat 725,385 7,113 7180272 1,[20 1,120 t $11556,333 $384,331 $19172,002 LIABILITIES, RESERVES AND FUND BALANCES t Vouchers payable Accrued payroll and payroll taxes $ 26'524 $ 17,276 $ 99248 Due to other funds 5,626 5,626 8,734 4,879 3,855 ' TOTAL LIABILITIES 40,884 27,781 13,103 Reserve for maintenance of service tienter 40315 4$15 ' Fund balances: Investment by General Fund 193,395 379381 156,014 Investment by Electric System Fund 276,934 188,112 Investment by Water and Sewer System Fund 229,755 118,649 88,822 Investment by Working Capital Fund 1110106 Contributed assets 1,120 - 1,120 Retained earnings 221,911 - 221,911 ' 5881019 _ 81093 519,926 1,511,134 `3520235 1,1589899 $11556,333 $3840331 $1,172,002 To EXHIBIT A ' See notes to financial statements. ' -22- EXHIBIT F-1 ' 1N'rRAGOVERNMENTAL SERVICE FUNDS ANALYSIS OF CNANGES IN FUND BALANCES t CITY OF DENTON, TEXAS 1 Year ended September 30, 1971 ' Working Motor Total Capital Pool Investment by General Fund: $ $ 37,381 $ 115,161 ' Balance - September 30, 1970 16230,,242 242 - 30,853 Assets transferred during the year BALANCE - SEPTEMBER 30, 1971 1939395 37,381 156,014 1 Investment by Electric System Fund: 276 934 188,112 88,822 Balance - September 30, 1970 and 1971 ' Investment by Water and Sewer System Fund: 147,858 68,649 79,209 Balance - September 30, 1970 41,857 50,000 31,897 ' Assets transferred during the year - BALANCE - SEPTEMBER 30, 1971 229,755 1180649 1110106 ' Investment by Working Capital Fund: 1 120 - 1,124 Balance - September 30, 1970 and 1971 Contributed assets: 221 911 - 221,911 Balance - September 30, 1970 and 1971 Retained earnings: 522,256 - 522,256 ' Balance - September 30, 1970 659763 89093 570670 Net income BALANCE - SEPTEMBER 300 1971 588,019 _ 89093 579,926 ' FUND BALANCES - SEPTEMBER 30, 1971 $1,511,134 $3520235 $1,1581899 (To EXHIBIT F) 1 ' See notes to financial statements. -23- e INTRAGOVERNMENTAL SERVICE FUNDS EXHIBIT F-2 ' STATEMENT OF OPERATIONS CITY OF DENTON, TEXAS e Year ended September 30, 1971 ' Working Motor Total Capital Pool e Charges to other funds $919,682 $755,552 $224,130 Less cost of materials; ' Beginning inventory 288,725 288,725 Purchases 675,118 6759118 Less ending inventory 963,843 963,843 ' 356,011 .356,077 6079766 607s766 - 371,916 147,786 224,130 Operating expenses; Salaries and wages 122,463 122,463 Supplies 1,521 1,521 Maintenance 3,146 3,146 Equipment rental 39144 3,144 Miscellaneous 89758 8,758 Depreciation (straight-line) 135,247 661 184,586 324,279 1390693 184,586 ' NET OPERATING INCOME 47,637 89093 399544 Other income; t Gain on sale or trade of equipment ll 596 11,596 Interest earned 6,530 6,530 ' 180126 - 18,126 NET INCOME $ 659763 $ 8,093 $ 57,670 ' To EXHIBIT F-I See notes to financial statements. t -24- EXHIBIT C CAPITAL PROJECTS BALANCE SHEET CITY OF DENTON, TEXAS t September 30, 1971 ' Street Improvement ASSETS $ 19,007 Cash 29,312 Accounts and notes receivable 303,987 t Due from other funds $352,306 ' LIABILITIES AND RESERVES $ 5,850 ' Vouchers payable 259,984 Note payable to bank - Note F Construction contract retained 50000 ' percentage payable 76,082 Due to other funds TCTAL LIABILITIES 346,916 Reserves: 240737 Encumbrances (199347) ' Authorized expenditures (de:icit) $352,306 t To EXHIBIT A 1 ' See notes to financial statements. -25- EXHIBIT C-1 CAPITAL PROJECTS ANALYSIS OF CHANGES IN RESERVES FOR EXPENDITURES r CITY OF DENTON, TEXAS Year ended September 30, 1971 Street Fire Total Improvement Station BALANCE (DEFICIT) Octobcr 1, 1970 $ (408,190) $ (316,613) $ (91,577) ' Additions: Proceeds from sale of 150,674 1509674 fixed assets 8,550 8,550 Interest income 234,536 234,536 Assessment revenue Rent and other miscellaneous 119444 11,444 ' revenue 93,731 930731 Transfer from the General Fund 498,435 4050204 93,731 ' 90,745 889591 20154 Deductions: 1,444,243 19341,243 1039000 Capital expenditures Increase (decrease) in reserve rances (19334,151) (19233,305) (100,846) for encumb ' 110,092 1071438 21154 BALANCE (DEFICIT) September 30, 1971 $ (19,347) $ (199347) $ r To EXHIBIT G r r r See notes to financial statemcuts. 1 ' -26- o~rn~f+ EXHIBIT H ' SPECIAL REVENUE, TRUST AND AGENCY FIENDS BALANCE SHEET CITY OF DENTON, TEXAS September 30, 1971 Street ' Total Assessments Miscellaneous ASSETS ' Cash $ 12,841 $ - $ 129841 Certificates,time deposits and 2,538 2,538 accrued interest ' Street assessments receivable less allowance for uncollectibles of $ 174,706 174,706 100,000 - Note E _ Due from other funds 129,281 1291281 $319,366 $3039987 $ 13,319 ' LIABILITIES Vouchers payable $ 501 $ - $ 501 Due to other funds 309,741 3039987 5,754 Escrow deposits 9,124 90124 $319,366 $303,987 $ 159379 To EXHIBIT A DETAIL OF ESCROW DEPOSITS ' McKenna Park $ 29053 Emily Fowler Library Fund 30516 Hi-Noon Lions Club 2,414 Hickory Creek Park 783 ' Criminal Justice Grant _ 358 $ 9,124 See notes to financial statements. 1 -27. EXHIBIT I STATEMENT OF GENERAL FIXED ASSETS CITY OF DENTON, TEXAS GENERAL FIXED ASSETS ' Balance Balance Oct.l, 1970 Additions Retirements Sept.30, 1971 ' Land $ 745,641 $ - $ - $ 745,641 t Buildings 19674,571 122,054 18,347 107789278 Streets 41952,188 31120,657 89072,845 ' Equipment and other _ 638 727,916 improvements ,071 89,845 t Construction in process 1,620,818 1,620,818 - $9,631,289 $3,332,556 $19639,165 $110324,680 ' INVESTMENT IN GENERAL FIXED ASSETS From General Obligation Bonds $8,4590677 $1,026,928 $ - $ 99486,605 ' From operations 8769878 117,407 189347 975,938 From contributions 2940734 5679403 _ - 862,137 ' $9,6319289 $1,711,738 $ 18,347 $11,324,_6_ 80 To EXHIBIT A ' See note: to financial statements. NOTE: Investment in vehicles is recorded in the accounts of the Motor Pool Fund. O 1 -28- 1 ' STATEMENT OF GENERAL DEBT EXHIBIT J CITY OF DENTON, TEXAS ' September 30 September 30 1971 1970 Amounts required for retirement of general obligation bonds: Available in General Debt Service - EXHIBIT E $ 349399 $ 25,386 Additional future requirc,tents 6,706,601 6,911,614 ' $6,741,000 $69937,000 Commitment to issue General Obligation Warrants - Note A $ 155,030 $ _ General obligation bonds payable 6,586,000 69937,000 ' $6,141,000 $6,937,000 To EXHIBIT A ' The factors contributing to the decrease during the year ended September 30, 1971, ' in the amount of additional future requirements are summarized below: Balance October 1, 1970 $6,911,614 Commitment to issue warrants - Note A 155.000 7,066,614 ' Increase in amount available in General Debt Service Fund - EXHIBIT E $ 9,013 Bcnds retired during the year 351,000 _ 360,0'_3 BALANCE SEPTEMBER 30, 1971 $6,706,601 See notes to financial statements. -29. EXHIBIT K ' NOTES TO FINANCIAL STATEMENTS CITY OF D£NTON, TEXAS September 30, 1971 Note A - Right to Purchase Tax Warrants During the year, the City Council approved the issuance of $155,000 in tax obligation warrants for purposes of completing construction on a fire station and acquiring sanitation collection equipment. These warrants are to be dated October 1, 1911. The Motor Pool Fund has paid $155,000 to the General Fund fur the rights to purchase the warrants. 1 Note B - Trade Accounts Receivable, Electric System Fund Included in trade accounts receivable in the Electric System Fund are amounts due for water and sewer services provided by the Water and Sewer Fund and garbage ser- vices provided by the General Fund. Utility receivables are carried by the Rlectric System Fund to facilitate accounting and collection procedures. Each ' fund records its own portion of the revenues and losses from these accounts. ' Note C - Utility Plants and Other Fixed Assets Utility plants and other fixed assets are recorded at cost or market value at date of contribution except as follows: 1 The net carrying value of the Electric System utility plant in service was increased by $4,851,498 to the appraised replacement value less depreciation ' as determined by independent consulting engineers at September 30, 1967. The increase in carrying value is being amortised directly to Unrealized Increment in Valuation of Utility Plant in Service. Such amortization ' during the current year was $283,159 and the remaining excess of recorded appraised value over acquisition cost at September 30, 1971, was $3,718,863. Prior to October 1, 1970, contributions of water and sewer systems developers ' had not been recorded as assets by the City. The amount of these assets and their effect on the balance sheet and net income (depreciation) of the Water and Sewer System Fund and the Statement of General Fixed Assets is not known, Assets contributed subsequent to September 30, 1970, have been recorded and are being depreciated. Note D - Transfer of Excess Revenues from the Utility System Funds to the General Fund ' The City Charter allows a transfer of "excess revenues" (as defined in the City Charter) of the utility systems to the General Fund in an amount not to exceed six percent of the "net investment" in the utility systems. The City Charter specifies that the "net investment" be taken from the "independent audit of the utility systems -30- NOTES TO FINANCIAL STATEMENTS (CONT'D) EXHIBIT K (Cont'd) CITY OF DENTON, TEXAS September 30, 1971 Note D - Transfer of Excess Revenues from the Utility System Funds to the General Fund - Cont'd for the last fiscal year." In the opinion of the City attorney, the "net invest- ment" may legally include the appraisal increment of $4,002,022 at September 30, ' 1970. ' Note E - Note Payable The note is payable to the First State Bank of Denton, Texas, and is due June 22, ' 1972. Street assessments of a like amount have been pledged as collateral for this note. Note F - Commitments and Contingencies The City Council has approved contracts for construction of additions to the ' electric t<tility system totaling $7,719,011 to be financed primarily from pro- ceeds of Electric System revenue bonds. Several suits and other claims are pending against the City. In the opinion of ' the City Attorney, settlements, if any, would be immaterial in relation to the .City's financial statements taken as a whole. ' Note G - Transfer of Funds to Reserve for Revenue Bond Retirement, Electric System Fund ' The City's Electric System Revenue Bond ordinance required a transfer of $54,720 to be made from the Electric Operating Fund to the Reanrve for Revenue Bond Re- tirement. Of that amount, $9,120 was transferred after September 30, 1971. 1 -31- e t ' OTHER FINANCIAL INFORMATION 1 1 ACCOUNTANTS' REPORT ON OTHER FINANCIAL INFORMATION 1 City of Denton, Texas The audited financial statements of the City of Denton, Texas, for ' the year ended September 30, 1971, and ou; reports hereon are pre- sented in the preceding section of this report. The. information presented on pages 33 to 51 was derived from the accounting records 1 tested by us as part of the auditing procedures followed in our examination of the aforementioned financial statements, and in our opinion, is fairly presented in all material respects in relation to the financial statements taken as a whole; however, it is not necessary for a fair presentation of the financial position and results of operations of the City. ' Statistical information presented ~;r pages V to 56 was prepared by the City and has been included in this report without verification. 1 ,j.,~ F! e 1 Fort North, Texas Decemt,er 23, 1971 Q 1 I r -32- 1 BONDS PAYABLE - ALL FUNDS ' CI7Y OF DENTON, TEXAS September 30, 1971 ' Date Date of Amount of Final of ' Interest Issue Maturity Issue Rate GENERAL OBLIGATION BONDS AND WARRANTS 1948 Street Improvement Bonds 3- 1-48 3- 1-71 ' 1960 Street Improvement Bonds 7-15-60 7-15-85 $ 150,000 3.25 1962 Street Improvement Bonds 3 500,000 3.50 to 3.85 -15-62 3-15-87 50 000 2,75 to 3.20 ' 1963 Permanent Improvement Warrants 4-15-63 4-15-76 305 5,000 2.80 to 2.85 85 1963 General Obligation Bonds 3-15-63 3-15-88 1964 General Obligation Bonds 500,000 2.50 to 3.25 1964 Park Improvement Bonds 7-15-64 7-15-82 800,000 3.00 to 3.20 1966 Airport Improvement Warrants 12-11-66 7-I5-82 200,000 3.00 to 3.20 ' 1966 General O1ligation Bonds 12- 1-81 113,500 4.50 1.15.66 1-15-86 1,000,000 3,30 to 5.00 1967 General Obligation Bonds 11-15-67 5-15-89 1968 General Obligation Bonds 600,000 2 5,00 4.25 1969 General Obligation Bonds ' 1-68 2. 1-88 1,000,000 4.00 to 5.00 r 1970 General Obligation Bonds 4-15-69 4-15-89 1,285,000 4.60 to 6.50 9-15-70 3.15-91 19000,000 5.00 to 7.00 ELECTRIC SYSTEM REVENUE BONDS r 1954 Electric System 11- 1-54 11- 1- 1955 Electric System 84 4,287,000 2.75 to 2.90 r 1955-B Electric System 5- 1-55 11- 1-85 113509000 2.75 to 2.90 1961 EJt,,tric System lI- 1-55 11- 1-85 1,3670000 1- 1-61 11- 1.90 5,200,000 3,75 to 53.00 1965 Electric System 1- 1-65 11- 1-84 .50 1968 Electric System 2- 1-68 11- 1-88 100000000 •05 to 5.00 1970 Electric System s ''.00 to 5.00 9- 1-70 11- 1-95 3,500,000 4,50 to 6.50 WATER AND JEWER SYSTEM REVENUE BONDS , r 0 Water and Sewer System 7-15-60 7-15-90 1,700,000 4.00 to 4.25 1952 Water and Sewer System 1-15-62 7-15-90 1,000,000 3.00 to 3.45 1964 Water and Sewer System 7-15.64 7-15-84 250,000 3.00 to 3.40 1966 Water and Sewer System 1-15-6E 7-15-86 1,000,000 3.30 to 4.50 1969 Water and Sewer System 4-15-69 7-15-89 1,060,000 4.00 to 6.50 r 1 1 r r -33. ' 1 SCHEDULE I t Maturities ' Year Ended 'fear Ended Outstanding September 30, 1971 Outstanding Member 30, 1972 Sept.30, 1970 Issued Retired Sept.30, 1971 Principal Interest $ 50,000 $ $ 50,000 $ - $ - $ - 375,000 25,000 350,000 250000 13,237 340,000 20,000 3200000 20,000 9,460 2159000 30,000 1850000 30,000 50258 360,000 20,000 340,000 20,000 100240 ' 705,000 250000 680,000 65,000 20,981 140,000 100000 130,000 10,000 49035 1072000 6,000 1010000 8,000 4,365 925,000 259000 9009000 60,000 29,707 ' 570,000 309000 540,000 30,000 22,950 925,000 50,000 8759000 500000 36,562 11225,000 60,000 1,165,000 60,000 59,305 ' 10000,000 - - 1,000,000 509000 57,300 $ 6,937,000 $ $351,000 $ 6,586,000 $42288,000 $2739406 $ 29645,000 $ $140,000 $ 2,505,000 $145,000 $ 67,756 844,000 44,000 8000000 459000 220548 884,000 44,000 8400000 45,000 249525 ' 4,825,000 85,000 4,740,000 85,000 184,970 2,750,000 250,000 2,500,000 2259000 689988 950,000 50,000 9009000 50,000 38,300 3,500,000 - 3,500,000 140,000 211,820 ' $16,398,000 $ $6139000 $1597859000 $735,000 $618,907 $ 1,4509000 $ $ 459000 $ 1,4059000 $ 50,000 $ 56,200 8150000 30,000 785,000 30,000 26,090 160,000 15,000 145,000 15,000 4,660 8000000 50,000 750,000 50,000 259550 1,040,000 45,000 995,000 50,000 529975 $ 492659000 $ - $185,000 $ 4,080,000 $195,000 $165,415 ' -34- FU`rURE DEBT REQUIRF14ENTS - ALL FUNDS p CITY OF DENTON, TEXAS Based on bonds and warrants payable as of September 30, 1971 Year Ending _ Ceneral Obligation ' September 30 Principal Interest Total 1972 $ 428,000 $ 273,408 $ 701,408 ' 1973 433,000 2541530 687,530 1974 438,000 235,680 673,680 1975 439,000 2179999 656,999 , .976 439,000 200,770 639,170 1977 4000000 183,830 583,830 1978 400,000 168,173 568,173 t 1979 400,000 152,448 552,448 1980 396,000 136,570 532,570 1981 4020000 120,700 522,700 1982 401,000 104,555 505,5:5 1983 325,000 88,252 413,252 1984 3259000 74,217 399,217 1985 325,000 60,087 385,087 1986 3000000 45,825 345,825 1987 240,000 33,520 2739520 1988 245,000 21,992 266,992 ' 1984 150,000 12,065 162,065 1990 500000 4,050 54,050 1991 50,000 1,250 51,250 1992 ' 1993 1994 1995 ' 1996 $6,586,000 $2,389;921 $8,975,921 ' -35- SCHEDULE 11 ' Electric System Revenue Water and Sewer System Revenue Principal Interest Total Principal Interest Total ' $ 700,167 $ 605,607 $ 1,305,774 $ 195,000 $ 163,413 $ 358,413 708,000 577,933 10285,933 1969250 155,163 351,413 7150417 5509498 19265,915 2013250 1469863 348,113 1 7289833 522,870 1,251,703 207,500 1389435 345,935 7412000 495,271 1,236,277 215,000 130,013 345,013 753,000 4679338 1,220,338 216,250 1219393 3379643 766,833 438,969 1,205,802 221,250 1129686 333,936 7799000 409,997 1,1889997 226,250 103,787 330,037 792,833 3809344 11173,177 230,000 940709 324,709 805,000 3509221 19155,221 232,500 85,462 317,962 ' 8180833 3199523 1,138,356 240,000 760084 3169084 832,833 2880477 1,121,310 241,250 66,431 307,681 851,417 256,992 1.108,409 241,250 56,723 297,973 700,833 229,884 930,717 231,250 47,010 2789260 703,500 200,902 904,402 225,000 37,674 2629674 727,917 170,365 8989282 196,250 28,508 224,758 748,333 138,101 886,434 201,250 20,295 221,545 727,083 1043893 8319976 193,750 12,021 205,771 ► 747,917 72,649 820,566 120,000 4,573 1249573 190,833 39,518 2309351 140,000 28,601 168,601 140, 000 19s6/,7 159j647 140,000 139125 153,125 140,6 6,825 1469825 11,667 67 525 129192 $150111,249 $6,689,081 $2198009333 $4,031,250 $1,6019243 $5,632,1493 -36- SCHEDULE III ' GENKHAI HI!NI1 FS(IHA110 P1111 AC:IVAI. REVENUE tillY n} itE.NInN, 111AH ' Year Ended Septcmhrr 30, 1971 Actual Revenue Estimated Actual 0vrr or (Under) Prior Fiscal Revenue Revenue Estimated Year i I'AXFS Curretti trues S 438,000 $ 465,006 270006 $ 453,179 Delinquent taxes 17,000 20,299 3,299 19,388 1'visnlty and lotere9t 13,000 13,300 300 13,595 468,000 498,605 30,605 486,162 OIIIFR TAXES Salrs tax 625,000 6700220 45,220 587,380 Franchise tax - lone Star 20 396 Gas Co, 25,022 25,022 Frant hls a (Nx - (leneral Telephone 27 314 Co, of the Southwest 30,704 30,704 680,726 725,946 45,220 635,155 FEES FROM REVENUE-PRODUCING ' FACILITIES 197,680 Gathage charges - residential 2040000 211,258 7,258 84 235 Garbage clsntger - commercial 100,000 101,184 I,184 11,212 Swimming pool receipts 120000 8,752 (3,248) 1 680 Lemeto y fees 1,200 11515 315 Conttnunlty building rent 31500 69316 2,816 3,241 Airport _ 12,000 12,769 769 _ '7.091 332,700 341,794 9,094 320,145 FINES AND FEES 154,578 Corporation Court 155,000 1-76,412 21,412 ' Animal pound 3,300 4,042 742 10908 Automobile pound 11200 1,350 150 1,607 150 5"L (98) 216 Ponce record checks 2 206 158,309 t 159,650 181,856 LICENSES AND PERMITS 780 Zoning permits and petitions 1,100 10145 45 1,319 ® Tax certificates 10700 2,021 321 1,360 ■ Electric and plumbinf licenses 1,500 1,388 (112) 2,368 Vital statistics 2,000 2,300 300 Building permits 21,000 23,794 2,794 169121 18 1,731 Miscellaneous permits 1X900 570 1,91578 0 584 Loading zones 2 834 Garbage permits 4,300 5,190 890 34,070 38,326 4,256 27,162 1 ' - 37 SCHEDULE III (Cont'd) ' GENERAL FUND ESTIMATED AND ACTUAL REVENUE CITY OF DENTON, TEXAS t Year Ended September 30, 1971 Actual Revenue Estimated Actual Over or (Under) Prior Fiscal ' Revenue Revenue Estimated Year MISCELLANEOUS REVENUES Parking meter receipts 3,750 4,624 874 2,554 Electric inspections 7,100 5,474 1,374 3,829 Plumbing inspections 9,750 10,873 1,123 5,604 Country fire runs 1,700 2,019 319 1,460 County radio and identification 39000 39000 - 31000 Rents and concessions 10,000 5,669 (4,331) 5,066 Sale of scrap material 96 96 26 Matching fund 45,000 50,157 5,157 489091 Interest income 6,200 43304 (19896) 419 Miscellaneous income 90100 99988 888 14,580 Paving assessment interest 19600 19896 296 2ollO 513 Due from accounts receivable - e Fixed asset sale 189000 18,347 347 359909 Sale of right to purchase - warrants - Note A - 155,000 155,000 - 270,200 274,447 4,247 1239661 TRANSFERS FROM OTHER FUNDS ' ELECTRIC SYSTEM FUND 234,807 Administrative services 2720122 268,869 - (3,253) 6299373 Return on net investment 653,128 653,128 WATER AND SEWER SYSTEM FUND ISktY, Ad ini~trt~ivef 4,rv89,623 (1,084) 78,269 2 182,427 ■ TRUST AND AGENCY FUNDS Hickory Creek Park 9,2)7 6,531 (20676) 10233,195 1,2269182 0013) 17124,876 $3,1780541 $3,287,156 $1089615 $2,875,470 t 1 t ' -38- SCHEDULE IV GENERAL FUND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES CITY OF DENTON, TEXAS Year Ended September 30, 1971 Expenditures Expenditures and Encumbrances ' Account Appropriations and Fncumbrances Prior Fiscal Year GENERAL GOVERNMENT Salaries and wages $ 95,644 $ 102,155 S 919171 ' Supplies 7,626 10,230 7,941 Maintenance 9,072 10,585 11,878 Services 580222 629791 609989 Sundry 4,235 5,340 7,481 ' Capital outlay 225 1,777 11,664 Insurance 254 2,355 1750278 1959233 191,124 ' LEGAL. DEPARTMENT Salaries and wages 72,935 72,730 60,027 Supplies 2,936 3,416 2,514 ' Maintenance 940 1,073 11454 Ser%.ces 14,586 13,273 179964 Sundry - 183 27 Capital outlay 31800 4,825 49381 ' Insurance - 24 959197 95,524 869367 COMMUNITY DEVELOPMENT ' Salaries and wages 1729492 170,721 1439021 Supplies 8,350 9,609 7,435 Maintenance 5,400 4,9142 6,054 Services 13,890 159136 14,277 Sundry 100 80 323 JJ Capital outlay 41300 7,958 10,38e I Insurance 12011 19076 arw. ak=+sn"~C°M~ - " # a+i r as £n--i $1, 498 CIVIL DEFENSE Salaries and wages 17,763 179762 16,634 ' Supplies 10251 11001 2,343 Maintenance 19424 29137 20301 Services 1,570 1,522 1,874 ' Capital outlay 11750 19707 2-070 Insurance 434 367 ' FINANCE .DMINISTLtATION 24,192 24,496 25,222 Salaries and wages 31,073 282681 24,280 Supplies 80; 902 992 Maintenance 75 94 287 Services 1,015 909 1,128 Capital outlay 450 449 450 Insurance 6 6 33,420 31,041 270131 - 39- L ' SCHEDULE IV (Cont'd) GENERAL HIND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES ' CITY OF DENTON, TEXAS Year Ended September 30, 1971 Expenditures Expenditures and Encumbrances Account Appropriations and Encumbrances Prior Fiscal Year RIGHT-OF-WAY Salaries and wages $ 9,056 $ 9,239 $ 8~32b Supplies 226 223 ' - Maintenance 26739 6 36713 589 Services 6 739 Capital outlay - Insurance 115 122 168 ' 100312 100573 10,565 PURCHASING 17,277 Salaries and wages 239016 22,443 ' Supplies 2,350 21319 19940 Maintenance 225 171 260 Services 1,400 1,721 1,332 Capital outlay _ 350 327 247 27,341 26,981 21,056 BILLING AND COLLECTING 110,477 ' Salaries and wages 123,637 120,191 Supplies 14,381 139873 12,492 Maintenance 2,813 2,578 39505 Services 50091 5,324 4,720 Sundry 50 103 284 Capital outlay 259 259 -540 Insurance 635 653 ' 1469866 142,981 l3ksO18 ACCOUNTING Salaries and wages 19,636 180674 19$357 Supplies 441 637 814 Maintenance 325 196 448 ~ 200 176 130 Services 295 ' Capital outlay 20,754 HICKORY CREEK PARK 20,602 19.978 _ Salaries and wages • 50682 5,037 - ' Supplies 625 455 - Maintenance 400 474 Services 500 500 ' Fixed assets 2,000 65 - 9,207 6,531 TRAFFIC CONTROL _ ' Salaries and wages 130274 13,277 - Supplies 875 637 Maintenance l•',, 475 139484 - services 29965 39011 ' Capital outlay 1,034 21383 32967:1 32,792 -40- SCHEDULE IV (Cont'd) ' GENERAL FUND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES ' CITY OF DENTON, TEXAS Year Ended S„ eptemFer 30, 1971 Expenditures Expenditures and Encumbrances ' Account Appropriations and Encumbrances Prior Fiscal Year TAX Salaries and wages $ 340764 $ 34,626 $ 26,600 Supplies 35502 3,312 4,590 ' Maintenance 450 381 381 Services 1,155 10633 10088 Capital outlay 150 148 Insurance 50 50 Sundry 22 22 40,093 40,172 32,659 DATA PROCESSING Salaries and wages 440031 43,045 350849 Supplies 79131 50921 69099 Maintenance 115 181 134 Services 35,781 35,336 33,259 870058 849489 750341 SANITATION-COLLECTION Salaries and wages 2389770 2369649 219,024 Supplies 189430 18,592 16,534 Maintenance 309200 31,669 32,9.2 Services 349280 34,279 330439 Sundry 20 47 278 Capital outlay 45,915 63,117 19809 ' Insurance 21512 20586 - 370,187 3869439 1049016 SANITATION-DISPOSAL 1 Salaries and wages 23,976 23,831 220342 Supplies 10030 19284 10019 Maintenance 13,550 179756 10,638 Services 10,750 10,745 9,673 ' Capital outlay 1,523 1,523 2_050 Insurance 40 30 50,869 550169 450722 POLICE Salaries and wages 522,026 526,058 4429240 Supplies 36,700 33,779 26,286 ' Maintenance 29,600 33,258 26=095 Services 45,110 42,941 38,297 Insurance 2,869 3,042 Sundry 550 473 2,372 Capital outlay - plant and equipment 15,000 129599 149474 651,855 652,150 549,764 1 -41- { GENERAL FUND SCHEDULE IV (Cont'd) ' APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES t CITY OF DENTON, TEXAS Year Ended September 30 1971 Expenditures Expenditures and Encumbrances ' FIRF Account Appropriations and Encumbrances Prior Fiscal Ynar Salaries and wages $ 408,598 $ +05,628 Supplies 9 780 9 $ 361,106 Maintenance 9,480 ,730 9,106 Services 10+009 4,291 22,645 Capital outlay 7,329 9,963 221,99b Insurance 5=391 1,401 2,091 1 STREET AND BRIDGE 4590233 ~ 4581180 4069960 ' Salaries and wages 1820551 171 255 Supplies 9,549 170,638 Maintenance 1030800 8,971 8,574 Services 1069118 120,751 1 Sundry 89,104 95,788 89,789 Insurance 700 1,366 100 Capital outlay - plant and 3,100 2,b41. ' equipment 16,410 _ ~3 651 _ 32,420 PARKS - ADMINISTRATION AND PARKS 405,214 399,790 422'272 ' Salaries and wages 93,545 97,476 93 Supplies 132749 ,540 Maintenance 12 426 14,713 10,882 Services ~ 13,618 17,316 28,205 24,811 330832 Capital outlay - land 79500 19705 Capital outlay - plant and 14,459 equipment 4,559 - Insurance 4,422 109065 Su 100 Sundry 1'628 29082 100 _ ' PARKS - SWIMMING 161,623 158,927 180,094 Salaries and wages 11,858 11,635 Supplies 1,985 13,280 ' Maintenance 1,533 2,452 Services 29100 1,O i2 21721 2,25300 830 3,040 Sundry (awards) 20 ' Capital outlay 1,010 -915 Insurance 115 2,118 ]i7 PARKS - RECREATION 19,393 17,212 23,631 Salaries and wages 38,754 48,011 Suppplies 5,178 43,085 Maintenance 3,786 2,905 4,956 ' Services 19562 29724 239935 23,308 219388 Capital outlay - land 2,750 3,470 Capital outlay - plant and 289 ' equipment 39000 Insurance 186 1'196 2,997 77,589 80,912 75,439 ' .42- SCHEDULE IV (Cont'd) ' GENERAL FUND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES ' CITY OF DENTON, TEXAS Year Ended September 30, 1971 Expenditures Expenditures and Fncumbrances O Account Appropriations and Encumbrances Prior Fiscal Year CE14FTERY Salaries and wages $ 21,654 $ 21,758 $ 20,763 Maintenance 750 423 514 Services 500 407 414 Capital outlay - 397 - Land 800 289 - ' Insurance 846 820 - 240550 24,094 219691 LIBRARY ' Salaries and wages 41,894 390173 33,239 Supplies 4,548 41812 21949 Maintenance 10017 10011 434 Services 120755 13,258 140436 Insurance 13 355 Capital outlay - plant and equipment 11,715 99782 14,171 71,942 68,391 659229 AIRPORT Supplies 44 65 215 ' Maintenance 6,920 70351 160092 Services 2,831 2,263 2,511 Sundry 29 61 3,000 Insurance 160 389 79202 Capital outlay - plant and equipment 42455 4,455 8,950 ' 14,4:9 14$84 370970 CITY-COUNTY HEALTH UNIT Salaries and wages - - 249 ' Supplies 165 82 122 Maintenance 300 - 406 Services 25,500 26,369 25,321 Capital outlay - 281 ' ,965 2b , 451 26,379 NONDEPARTMENTAL EXPENDITURES 25 Flow Memorial hospital 25,000 25,000 35,000 ' Insurance 71,271 1,779 159259 Equity in loss of Working Capital Fund - - 11,318 ' 960271 26,779 61,557 TRANSFER TO ANOTHER FUND FOR SPECIAL PROJECT Fire Station Capital Project Fund 94,000 939731 - TOTALS GENERAL FUND $3,430,912 $3,383,632 $3,0249465 -43- SCHEDULE V ELECTRIC SYSTEM FUND ESTIMATED AND ACTUAL REVENUE CITY OF DENCON, TEXAS Year Ended September 30, 197L Actual Over Revenue Estimated Actual (Under) Prior Fiscal Revenue Revenue Estimated Year ' ELECTRIC FUND Customer sales - residential $1,875,000 $19855,339 $(19,661) $10734,509 Customer sales - commercial 29650,000 23596,494 (53,506) 25482,894 Penalties 550000 59,658 49658 51,683 e Dusk-to-dawn rental fees 23,188 170637 (59551) 09038 Intra-governmental sales 250,000 2139729 (369271) 1989644 Collection on charged-off 976 ' accounts 10500 11580 80 852 Reconnection fees 19000 768 (232) Resale power income 82500 209926 12,426 69306 Power purchased and resold 3,000 19560 (10440) 2,105 ' Sale of scrap material 140000 15,211 19211 89946 Interest income 550000 83,912 28,912 72,852 i Contributions in aid of E,607 80607 - construction _ 7,131 Miscellaneous income 15,000 10,926 (4,074) $40951,188 $4,886047 $(64,841) $4,583,136 e e t t -44- t SCHEDULE VI ELECTRIC SYSTEM FUND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES CITY OF DENTON$ TEXAS Year Ended Sectember 3C, 1971 Expenditures auj Expenditures and Encumbrances Account Appropriatiot.j Encumbrances Prior Fiscal Year ELECTRIC PRODUCTION Salaries and wages $ 375,951 $ 3570047 $ 292,000 Supplies 253639 29,839 29,549 Maintenance 39,456 33,478 419130 Fuel for electricity production 9369206 950,755 887,357 Services 31=204 29,719 34,286 Insurance 15,805 Sundry - 74 319 ' Capital outlay 23,910 55,947 179032 1,432,366 19472,664 19301,673 ELECTRIC DISTRIBUTION AND METERING ' Salaries and wages 4049765 392,063 306,226 Supplies 13,768 150579 11,535 Maintenance 739353 82,128 51,145 ' Services 39,830 399521 38:431 Insurance 10847 Sundry 700 379 1,269 Capital outlay 517,804 5290057 354,873 ' 1,0.0,220 11060,574 763,479 PRO RATA SHARE OF UTILITY ADMINISTRATION EXPENSE ' Salaries and wages 61,818 599955 499970 Supplies 2,896 20420 2,650 Maintenance 1,532 10444 19421 Service 46,467 48;320 18,140 Sundry 17,241 17,504 17,796 Insurance 234 196 Economic development - - 31,802 e Capital outlay 800 368 820 1309988 1300207 122,599 ' NONDEPARTMENTAL EXPENDITURES Interest and redemption requirements 1,267,863 19417,504 1,057,325 Transfer to General Fund - ' Administrative Services 272,122 268,869 2349807 Return on net investment 653,128 653,128 6299373 Insurance 299000 319977 42,387 ' Bond insurance expense i 6'289 Equity in loss of Working 108,133 Capital Fund t Provision for uncollectible - - 263577 accounts 2,2229115 2,371,478 2,104,891 $4,8351691 $5,0349923 =402929642 -45- SCHEDULE VII WATER AND SEWER SYSTEM FUND ESTIMATED AND ACTUAL. REVENUE CITY OF DENTON, TEXAS ' Year Ended September 30, 1971 Actual Over Revenue Estimated Actual or (Under) Prior Fiscal Revenue Revenue Estimated Year WATER FUND REVENUES Customer sales - residential $ 5739012 $ 577,553 $ 49541 $ 533,385 ' Customer sales - commercial 4300561 3510233 (79,328) Penalties 219000 220072 19072 189298 389000 25,820 (120180) 360884 Tapping fegorees- nmental water - 42,824 42,824 18,970 f. 500 6,941 6,441 159 Sale of scrap material 50 - (50) 37 Miscellaneous income Interest income 16,000 24,718 80718 22,680 19079,123 19051,161 (279962) 981,228 ' SEWER FUND REVENUES Customer sales - resid3ntial 196,000 1999406 39406 192,623 134 000 129,236 (40764) 121,649 Customer sales - commercial Tapp 14,275 140275 59435 ' Tapping fees - sewer Sewer extensions 51000 8,785 3,785 1,365 3350000 351,702 16,702 321,072 ' $10414,123 $1,402,863 $(11,260) $1,302,300 1 1 ' -46- ' WATER AND SEWER SYSTEM FUND SCHEDULE VIII APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES r CITY OF DENTON, TEXAS Year Ended September 30, 1971_ Expenditures and Expenditures and Encumbrances Account Appropriations Encumbrances Prior Fiscal Year ' WATER PRODUCTION Salaries and wages $ 82,479 $ al,002 $ 61,152 Supplies 49,951 540839 48,762 Maintenance 9$22 13,384 71022 ' Production power 500758 55,872 50,884 Serv-:ea 37,480 369907 253879 Capital outlay 2,344 20194 49679 Insurance 533 10881 ' 233,067 246,079 198,378 WATER DISTRIBUTION AND METERING ' Salaries and wages 124,388 114,264 102,843 Supplies 6,540 60216 6,288 Maintenance 229630 19,036 239402 Services 18,806 18,257 199942 Sundry 2,276 2,216 - 68 Capital outlay 165,503 121,061 284;871 Insurance 762 245 ' 340,405 281,295 437,414 SEWAGE TREATMENT APID DISPOSAL 720602 740147 51,655 Salaries and wages ' Supplies 7,505 79569 4 445 Maintenance 59385 5,252 49362 Production power 29,458 240654 112262 Services 3,495 3,205 3,529 Capital outlay _ 4,716 21850 30906 Insurance 347 839 123,568 119,116 79,159 t SEWAGE COLLECTION Salaries and wages 108,852 1129843 105,065 Supriies 7,581 7,490 61822 ' Maintenance 219224 182912 149185 Services 23,392 239513 24,703 Sundry 40050 3,025 275 t Capital outlay 1080649 859559 71606 Insurance 762 245 2749510 2510631 2220656 t -47- SCHEDULE VIII(Cont'd) WATER AND SEWER SYSTF24 FUND APPROPRIATIONS AND EXPENDITURES AND ENCUMBRANCES CITY OF DENTON, TEXAS Year Ended September 30, 1971_ Expenditures and Expenditures and Encumbrances Accounts Appropriations Encumbrances Prior Fiscal Year PRO RATA SHARF. OF UTILITY ADMINISTRATION EXPENDITURE Salaries and wages $ 300916 $ 29,978 $ 249981 Supplies 13449 11210 1,325 ' Maintenance 766 906 710 Services 23,234 249160 91069 Sundry 83621 89587 80897 Economic development - 15,901 Capital outlay 400 Insurance 117 98 65,503 64,939 60,883 NONDEPARTMENTAL EXPENDITURES i ' Transfer to General Fund - - Administration 90,707 890623 780269 Interest expense 1,472 19817 Return on net investment 208,031 2089031 1829427 Insurance - 21507 4,500 Interest and redemption requirements 3589560 367,386 3540662 ' Equity in loss of Working - - - Capital Fund 20,799 Paying agent fees 424 ' Provision for uncollectible - - accounts 7,480 657,298 669,443 649,954 $1,6940851 $19632,509 $11648,444 1 -48- REVENUE BOND DEBT COVERAGE SCHF!1U1.E ix CITY OF DENTON, TEXAS ' September 30, 1971 e Electric System Fund; Gross revenue $5,034,960 ' Maintenance and operating expenses (excluding bond interest and depreciation) 2,252,483 NET REVENUE $2,782,477 Largest annual debt requirement (1972) ' $1,305,)72 Debt coverage 2.13 Water and Sewer System Fund: ' Gross revenue $1,346,437 Maintenance and operating expenses (excluding ' bond interest and depreciation) 728,343 NET REVENUE $ 6180094 t Largebt annual debt requirement (1972) $ 358,413 ' Debt coverage 1.72 t S -49- SCH. DULE X INVESTMENTS - ALL FUND CITY OF DEN'MN, TEXAS ' September 30, 1971 Interest Maturity Rate Date Amount ' GENERA" FUND Operating Fund: Time certificates of deposit: Denton Federal Savings and Loan Association 6% 9-30-72 $100000 North Texas Savings and Loan Associatior, 67 9-30.72 10,000 $20,000 ELECTRIC SYSTEM FUND ' System Fund: Time certificates of deposit: ' Denton Federal Savings and Loan Association 6% 9-30.72 $10,000 North Texas Savings and Loan Association 6% 9-30-72 10,000 $20,000 ' Revenue Bond Debt Service: Time certificates of deposit: ' Denton Federal Savings and Loau Association Q 9-30-72 $10,000 North Texas Savings and Loan Association 6% 9-30-72 _10,000 $20,000 ' Revenue Bond Reserve: Time certificates of deposit: Denton Federal Savings and Loan Association 6% 2-28-74 $100000 North Texas Savings and Loan Association 6% 2.28-74 10,000 20,000 U.S. Government obligations - U.S. Treasury Notes (market valte - $43,740) 4-1/87 11-15-74 44,894 $64,894 1 SCHEDULE X (Cont'd) 1 INVESTMENTS - ALL FUNDS ' CITY OF DENTON, TEXAS September 30, 1971 ' Interest Maturity Rate Date Amount WATER AND SEWER SYSTEM FUND ' System Fund: Time certificates of deposit: Dent~::i Federal Savings and van Association 6% 9-30-72 $100000 North Texas Savings and Loan Association 6% 9-30-72 10,000 ' $20,000 Revenue Bond Reserve: Time certificates of deposit: Denton Fe0,-ral Savings and Loan Association 67. 2-28-74 $100000 North Texas Savings and Loan Association 6% 2-28-74 101000 ' $20,000 ' MOTOR POOL FUND Operating Fund: Time certificates of deposit: Denton Federal Savings and Loan Association 6% 2-28-74 $109000 North Texas Savings and Loan Association 67, 2-28-74 106000 $20,000 SPECIAL REVENUE, TRUST, AND AGENCY FUNDS Time certificate of dep ,it - First State Bank of Denton 57., 10-22-71 $ 20035 Note: Time certificates of deposit are automatically renewed for six-month Veriods ' until cancelled. -51. 1 1 STATISTICAL. TABLES 1 1 1 1 1 r r ' i t 1 1 1 J TABLE I ' Coverage Amount or Limit t Faithful performance bond - Tax Assessor $ 10,000 Faithful performance bond - City Manager 72,500 Director of Finance 729500 Each employee 21500 Assistant City Manager 72,500 Robbery outside premises 11665 Robbery inside premises 20000 Sound equipment at Civic Center 109241 Comprehensive glass policy - City Hall Total loss ' Utility accounts receivable - destruction of records 660,000 Fire and extended coverage nn utility systems, buildings and contents, and n_wly acquired buildings 17,397,000 and their contents 90% coinsurance Public liability: ' General: Bodily injury 100/300,000 Property damage 509000 Automobile: Bodily injury 100/300,000 Property damage 500000 General boiler and machinery 5,000,000 Workmen's compensation Comprehensive glass policy - Library Total Loss Group Accident, Sickness and Life Coverage on all full-time employees riroup Accident, Sickness and Life Coverage on Police Reserve -53- r r TABLE II ASSESSED VALUATION AND TAX ASSESSED CITY OF DENTCN, TEXAS 1 1 Year Ended Assessed Valuations Total ' September 30 Real Propert:, Personal Property rotal Tax Assessed 1962 $29,536,418 $ 71238,756 $362775,174 $ 551,628 1963 32,167,638 7,779,232 390946,870 599120_ r 1964 3691050470 79230,770 43,336,240 650,044 1965 390713,490 808369110 48,549,600 728,244 1966 42,9780610 90494,495 52,473,105 787,096 r 1967 47,4039190 11,255,685 58,658,t•75 879,883 1968 49,367,720 129222,198 61,589,918 9239849 1969 529065,360 14,934,931 67,000,291 1,00:0,004 r 1970 55,4170090 151658,946 11,076,036 19061,,141 1971 60,5399722 169406,918 769946,640 1,154,199 r TAX RATES The constitutional and statutory tax rate limit, Including debt service, is $2.50 on each $100.00 of assessed valuation. The City of Denton's tax rate is r $1.50 on each $100.00 of assessed valuation. The assessed valuation is 40% of true estimated value. TAX DUE DATES AND PENALTIES Taxes are due on October 1 and become delinquent on February 1. Taxes may be paid in two installments, one-half by December 31, and the balance before ' March 31. Penalties due on delinquent taxes accrw:: February 2%, March 5%, April 6%, May 7%. Interest on delinquent taxes in addition to penalties, accrues at the rate of k% per month. No discount is allowed for early payment. r r r r r r .54- 1 r TAX ASSESSMENT AND rOLLFiCTIONS TABLE III CITY OF DENTON, TEXAS r r Collection of Year Ended Total Current Year's September 30 Assessment* Percentage of Levy Taxes During Year Collected During Year 1962 $ 549t807 1963 5987iO S 501, 91,30% 146t> ' 545, 3~53 i 9Z, 09 648,283 608,596 1965 722,718 683,137 93,88 1966 785,322 732,325 94,52 1967 877,537 811,554 93,25 1968 9239849 873,030 92.47 94,49 1969 470 1,005,004 930,679 9 r 1 2.60 1,057,259 994,426 5.10 1971 1,135,935 1,088,047 994 95,78 1 r r r * Total tax levy figures are adjusted to include debit and credit memos and the effects. Ir r 1 e r ' -55- } MISCELLAK20US STATISTICAL DATA TABLE IV CITY OF DENTON, TEXAS ' September 30, 1971 Area of City 28.83 square miles Date of incorporation Stptembe<• 26, 1866 Form of government Council - Manager ' Total City employees 44'6 Year Ended Seateraber 30 1967 1968 1969 1970 1971 Estimated population 38,500 39,000 390000 38,865 40,000 t Tax rate - per $100 valuation $ 1.50 S 1.50 $ 1.50 $ 1.50 $ 1,50 Assessed valuation $589658,875 $61,589,918 $670000,291 $7100769036 $76,946,640 ' Electric Production (KWH) "117,275,500 239,672,011 2730621,251 300,291,140 3199168,699 Electric customers 100750 141950 11,050 111016 11,464 ' Water production (1,000 gallons) I,7i7,276 1,7041250 11939,516 202400737 20478,875 Water customers 99750 91950 10;050 100177 10,542 General Fund revenues $2,021,888 $1,174,935 $2,655,172 $2,875,470 $3,287,156 ' Ceneral Fund expenditures and encumbrances $21054,773 $29034,625 $2,4749934 $39024,464 $3,383,632 1 i ' -56-